# AI Automation Opportunity Checklist

Use this checklist to find a sensible first workflow for AI or automation.

## Start with the work

- Is the task repeated often enough to matter?
- Does it take people away from higher-value work?
- Is there a clear trigger and a useful end result?

## Check the information

- What data, documents or systems does the workflow use?
- Is the information reasonably accurate and accessible?
- Does a person need to review the final output?

## Define a useful outcome

- Could AI help classify, summarize, search, draft, extract or route work?
- What would improve: speed, consistency, visibility or customer experience?
- How would you know the workflow is helping?

## Keep the first step small

- Choose one user group and one workflow.
- Start with a human review point where appropriate.
- Test with real examples before expanding the scope.

## Questions to bring to a discovery conversation

- What is the current process?
- Where does it slow down or create mistakes?
- What systems need to be connected?
- What must never happen?
- What would a useful first version look like?