Tool
Automation Fit Checklist
Not every workflow is ready for automation. The Automation Fit Checklist helps separate stable repeated work from judgment-heavy or unclear work.
Use it before asking an AI system to act.
How to use it
Score the workflow before building. If the total is low, redesign the workflow or improve the data first. If the score is high, automation may be a good candidate as long as the failure path and human approval path are explicit.
The safest automation work starts with repeatability, clarity, and recovery.
Scorecard
| Signal | Weight | Why it matters |
|---|---|---|
| Step happens at least weekly | 1 | Frequent work creates enough repetition to justify automation. |
| Inputs are available digitally | 2 | Automation needs reliable access to the facts it uses. |
| Rules are explainable | 2 | If the team cannot explain the rule, software cannot safely own it. |
| Human approval path is clear | 2 | Approval keeps judgment and accountability in the right place. |
| Failure can be detected and recovered | 2 | A maintained system needs a visible recovery path. |