Is one of your workflows ready for AI?
Six checks on one workflow before an AI pilot: owner, data, permissions, change history, automation, existing AI use.
Does the workflow have one named owner who can say what it should do?
Is the data it needs in systems you can query or export?
Do permissions match who should see what, today?
Can you see who changed its configuration, and when?
Does every automation rule in it have an owner?
Do you know which AI tools already touch it?
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Ready for a pilot
The ground is in place. An audit will rank where AI pays off first and scope one build.
Close, with gaps to fix
Fix the weakest checks first, or let the audit rank them with the AI opportunities in one pass.
Start with the ground
An AI pilot would stall on the process. A fixed-scope tooling project usually comes first.
Owner
Data
Permissions
Change history
Automation
Existing AI use