Business Automation Readiness Checklist

42 checks across data, people, tools and process that tell you whether a workflow is ready to automate, and what to fix first.

Checklist · 6 pages · fillable PDF

Buying from

₹399~~₹699~~43% off

One-time payment. Instant delivery by email. Free updates.

What you get

Fillable and printable PDF, 6 pages
42 checks across data, people, tools and process
Scoring guide with what to fix first
Which automation approach fits

Buy now — ₹399

Secure checkout by Razorpay (India) or PayPal (international)
Download link emailed within a minute
Free updates for life
Support: orders@businesstries.com

SKU automation-readiness-checklist · Back to the shop

Forty-two yes-or-no checks in four groups: is the data clean and in one place, do the people involved agree on the steps, do the tools have the connections you need, and is the process stable enough to be worth automating? Each "no" links to a short note on how to fix it.

The scoring guide turns the answers into a readiness score and a recommendation: automate now, fix these two things first, or leave it manual for another quarter.

Who it is for

Owners and managers deciding what to automate first
Teams preparing a brief for an automation provider

What is included

Printable PDF
Fillable version
Scoring guide

Format	Printable PDF and fillable PDF
Length	42 checks, 6 pages
Delivery	Instant download link by email
Licence	One business

How long does it take?

About 20 minutes per process, less once you have done it twice.

Is my payment secure?

Yes. Payments are handled entirely on our payment provider's PCI-DSS compliant checkout. Businesstries never receives or stores card numbers. Your receipt and download links come from the provider by email.