AI workflow fit check

AI workflow fit checklist.

A simple way to pressure-test an AI workflow, agent idea, or service improvement before the team commits to a pilot.

Use it to decide whether the work is frequent enough, contextual enough, and measurable enough to build.

Discuss the checklist

Use before build

If these answers are unclear, slow the build down.

The checklist is not meant to make the idea bigger. It is meant to make the next decision clearer.

01 Task

Define the work.

The workflow or task is specific enough to observe. The work happens often enough to justify improving. The current human steps, decisions, and handoffs are visible. The pain point is clear and worth improving.

02 Value

Name the value.

The customer, employee, or business value is stated plainly. The outcome is more useful than "use AI". There is a reason to act now.

03 People

Design the human role.

Human judgement points are defined. The team knows what AI should not decide alone. Ownership after launch is clear.

04 Data

Check inputs and context.

Required information is available, current, and usable. Sensitive information and access limits are known. Failure modes are understood.

05 Guardrails

Make risk practical.

The pilot has quality, privacy, and escalation controls. There is a review routine for errors and edge cases. The team can stop or roll back the workflow.

06 Evidence

Decide what proof means.

Success measures are defined before the pilot. Baseline effort, quality, or experience is known. A sponsor can make the proceed, pause, scale, or redesign decision.

Next step

Bring one workflow to the conversation.

If the checklist shows gaps, that is useful. The first job is to make the work clearer before deciding what AI should do.

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