AI agent readiness checklist

Workflow fit

• The task happens often enough to justify setup.
• The desired output can be reviewed quickly by a person.
• The workflow has a clear trigger and end state.

Data and permissions

• The agent has approved source content and does not need broad private data access.
• Customer, financial, legal, and employee data permissions are documented.
• Admins can remove access if the workflow fails.

Controls and metrics

• Draft mode is available for the pilot.
• Escalation rules are written before launch.
• Success is measured with time, quality, and customer impact.