AI Automation Readiness Audit

Not every workflow should be automated first. This audit helps find workflows that are frequent, valuable, repeatable, and safe. Audit areas: The worksheet scores workflows by value and readiness. Calls, Lead follow-up, Scheduling, CRM admin, Support, Reporting Scoring logic: The best first automation is usually high-frequency, low-risk, and measurable. Volume, Time cost, Revenue impact, Rule clarity, Integration readiness