Is agentic AI right for this part of your business?

Choose one task, not your whole business. These questions help you decide what to try next. Your answers stay in this page unless you choose to include a summary in an inquiry.

This is a planning guide, not a validated readiness test or a guarantee that a workflow is safe or worthwhile.

Answer all eight questions about the same task. Answers stay in page memory; refresh clears them. Inquiry transfer is unavailable in this foundation.

1. Is this task frequent enough to be worth improving?

Think about this task, not the whole business.

A: Rare or still changing (0)B: Repeated, but volume is uncertain (1)C: Repeated with a useful baseline (2)

2. Can you describe a correct result and common exceptions?

Include cases that need a different route.

A: Not yet (0)B: Usually, with some gaps (1)C: Yes, with examples (2)

3. Can you use suitable information with permission?

Permission matters before connecting accounts.

A: Permission or information is missing (0)B: Permission is clear, preparation is needed (1)C: Approved sample information is ready (2)

4. Who will check results and maintain the workflow?

Name responsibility for review and failures.

A: Nobody assigned (0)B: An owner, but no review routine (1)C: An owner, a backup, and a review routine (2)

5. Can you test it without causing harm and return to manual work?

Consider both a failed run and an incorrect result.

A: No clear test or fallback (0)B: A test is possible but needs planning (1)C: Yes, with a review queue and a stop procedure (2)

6. How predictable are the steps?

Distinguish language interpretation from choosing actions.

A: Fixed rules cover the taskB: Steps are fixed, but one step needs language understandingC: The next step depends on what is found

7. What could the workflow do?

Choose the highest authority the proposed workflow would have.

A: Read information or prepare internal draftsB: Write records or send messages only after reviewC: Act without approval on payments, hiring, sensitive decisions, or other consequential outcomes

8. Do you know which systems it must connect?

Include access requirements, not only product names.

A: Not yetB: Standard accounts with supported connectionsC: Custom systems or complex access requirements

How the rules work

Evaluate the following rules in order and stop at the first match. Q1–Q5 each contribute 0, 1, or 2 preparation points, for a range of 0–10. The total never represents a likelihood of success.

Condition, in order	Recommendation and reason
1. Q7=C	Narrow the scope before you build. Consequential unapproved action overrides every other answer.
2. Q2, Q3, Q4, or Q5 = 0	Prepare the process first. Show missing conditions in question order.
3. Q1=0	Keep this task manual for now. Rare or unstable work may not justify setup.
4. Sum of Q1–Q5 is below 8	A little preparation comes first. Show every 1-point improvement in question order. The sum is a preparation count, not a probability.
5. Q6=A	Start with ordinary automation. Fixed rules take precedence over adding AI.
6. Q8=A	Map the connections first. Identify systems and access.
7. Q8=C	Review the integration before a pilot. Review custom connections before trialing.
8. Q6=B	Try a small AI-assisted workflow. Keep a fixed route and bounded language step.
9. Otherwise, Q6=C	Explore a bounded agent pilot. Constrain choices and test oversight and recovery.

Q7=B adds human approval to every outcome. Q8=C adds an integration note even when an earlier rule determines the main result. Rule version 1.

Resource availability

The complete plan maps recommendations to permission, data, training, pilot, cost, and handoff guides. Those later resources are not yet authored. Results identify planned resources and link to the relevant available brief or test guidance instead of missing pages.

Next learning step: Follow the six-stage learning path.

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