Use this checklist before you scope an automation or AI project. It will help you clarify where the workflow starts, what systems are involved, and how success should be measured.
1. Map the starting point
- Where does the request, lead or task enter the system?
- Who currently owns the first response?
- What information is missing at that step?
2. Define the handoff
- Which tool needs the data next: CRM, helpdesk, task manager or reporting layer?
- What should happen automatically versus what still needs human approval?
- How quickly should the handoff happen?
3. Decide what success looks like
- Faster response times
- Better qualification
- Cleaner reporting
- Less manual work for the team
4. Check the real constraints
- Which systems are already in place?
- Are there privacy or compliance issues?
- Who will maintain the workflow after launch?
If you want help translating this checklist into a real implementation plan, reach out through the discovery form and we will map the right next step with you.