APPLIEDAGENTS — AUTOMATION READINESS WORKSHEET
Version: 10 September 2026
Guide: https://www.appliedagents.com.au/resources/automation-readiness-checklist/

Use one copy per workflow. Estimates are useful when labelled as estimates.
Keep passwords, API keys and real customer records out of this document.
Use fictional or de-identified examples if sharing it with a supplier.

1. TASK AND OWNERSHIP
Task name:
When [trigger] happens, [action] should produce [end state]:
Person responsible today:
Backup owner:
Outside the first project:

2. STARTING POINT AND GOAL
Period observed:
Number of occurrences (measured / estimated):
Hands-on time per occurrence (measured / estimated):
Common corrections or failures:
Primary improvement we want:
Quality measure that must not get worse:
Who will review the result, and when:

3. TOOLS AND RECORDS
Source tool and plan:
Destination tool and plan:
Account administrators (names/roles only, no credentials):
Authoritative record when systems disagree:
Existing feature to test first:
Integration access or permissions still to confirm:

4. INFORMATION
Minimum fields needed:
Personal/confidential/sensitive information involved (categories only):
Who needs access:
Retention or deletion requirements to resolve:
Fictional or de-identified example:

5. EXCEPTIONS
Missing information -> action and owner:
Repeated request/retry -> action and owner:
Changed or closed request -> action and owner:
Unavailable tool -> recovery path and owner:
Decision requiring human approval -> approver:
How to pause and continue manually:

6. ACCEPTANCE EXAMPLES
Example 1 input:
Expected result:
Reviewer:

Example 2 input (exception):
Expected result:
Reviewer:

Example 3 input (failure/retry):
Expected result:
Reviewer:

7. COSTS AND HANDOVER TO RESOLVE WITH A SUPPLIER
Setup scope and exclusions:
Recurring licences and usage costs:
Support responsibilities and response arrangements:
What counts as a change in scope:
Accounts, documentation and exports we need to control:
Unanswered questions:

NEXT DECISION
[ ] Scope a small implementation
[ ] Clarify the process and ownership
[ ] Test an existing feature
[ ] Improve the inputs first
[ ] Keep it manual for now
Reason:

This worksheet is a planning aid, not a quote or a promise of results.
Discuss a workflow: https://www.appliedagents.com.au/audit.html?focus=admin