Free checklist

The AI Readiness Checklist

Ten practical checks to tell whether your business is ready to put AI to work — and where to start. Score each honestly; the gaps are your roadmap.

1 · Data & systems

Your core data is in systems you can access via API.

CRM, bookings, tickets, inventory — if AI can't read it, it can't act on it.

You have one source of truth per data type.

Duplicated, conflicting records are the #1 reason automations misfire.

Sensitive data is classified and access-controlled.

Know what's regulated (health, financial, PII) before it flows through any model.

You've picked ONE high-volume, rules-heavy workflow to start.

Call answering, lead qualification, invoice matching — repeatable beats clever.

The current process is documented end-to-end.

You can't automate a process nobody has written down.

There's a human in the loop for exceptions.

Define what AI handles, what it escalates, and to whom.

You know which regulations apply in your market.

HIPAA (US), UK GDPR/ICO, Australia's Privacy Act & APPs, India's DPDP Act.

You have a plan for logging and auditability.

Every AI action a customer or regulator might question should be traceable.

You've defined the metric this will move.

Hours saved, missed calls recovered, response time, conversion — pick one number.

Someone owns the outcome, not just the tool.

Pilots fail when AI is a project, not a job someone is accountable for.

Book a short consult and we'll map one workflow your AI can own, end to end — built, integrated and run for you.

AutoGenX.AI — one partner to consult, build and run it. · More guides