Workflow Automation Readiness Guide

List each trigger, input, approval, system, output, and exception.

Identify which steps are rules-based and which require human judgment.

Find data quality issues before automating bad handoffs.

Confirm API access, webhooks, credentials, rate limits, and vendor restrictions.

Decide whether AI should summarize, classify, draft, route, or enrich data.

Keep sensitive credentials and regulated data out of unsafe channels.

Track failures, retries, alerts, and manual override paths.

Assign ownership for changes when forms, APIs, teams, or business rules change.

Document the workflow so support can understand what broke and why.