Automated Workflow Execution
Use these five questions to assess whether your firm is ready to begin AI automation. Honest answers take less than 10 minutes and tell you more than any formal IT assessment. • 1. Do you have at least one workflow where your team spends 5+ hours per week on repeatable, rule-based tasks? (If yes, automation will produce immediate ROI.) • 2. Does your team actively use a CRM or project management tool with at least 6 months of data? (If yes, agents have a data foundation to work from.) • 3. Can you name one person who would own the AI implementation and manage the ongoing system? (Implementations without an owner stall.) • 4. Does leadership understand that this is a 10–14 week implementation, not a 2-week software purchase? (Unrealistic timeline expectations kill otherwise good projects.) • 5. Are you prepared to invest in cleanup if your data quality is poor? (Not a blocker - but pretending it isn't an issue is.)