Checklist
SaaS-to-Agent readiness checklist
Use this as a practical self-assessment before you automate a workflow. The goal is not to prove that everything is ready. The goal is to identify where the first release slice is grounded, where it is risky, and what the agent should not do yet.
A good first workflow is valuable enough to matter, narrow enough to control, connected to accessible data, and supported by a clear human escalation path. Work through the prompts below and note the gaps before you put an agent into production.
1. Workflow fit
- What workflow do you want the agent to support?
- How often does it happen and who performs it today?
- What makes it slow, expensive, or error-prone?
- What is the business value of improving it?
2. Data availability
- What data does the workflow require?
- Is it available through API, database, admin interface, or documents?
- Is any required data sensitive or regulated?
- Is the current state observable before action?
3. Action clarity
- What actions exist in the workflow?
- Which actions are read-only, reversible, or irreversible?
- What inputs are required for each action?
- What should happen when required data is missing?
4. Business rules
- When is each action valid?
- What policies and thresholds apply?
- What edge cases do human operators know?
- What should the agent never do without review?
5. Permissions and approval
- Who is allowed to perform each action?
- Which actions need approval and who owns the gate?
- Are approval thresholds clear?
- Who reviews escalations and denials?
6. Integration readiness
- Are API docs, admin workflows, and schema context available?
- Are code paths accessible if needed?
- Is there a staging environment?
- Can actions be dry-run, previewed, or replayed?
7. QA readiness
- Can you provide realistic user scenarios and expected outcomes?
- Can risky cases be simulated before release?
- Can failed or ambiguous cases be reviewed?
- Can agent behavior be logged and replayed?
8. First release recommendation
A strong first workflow is:
- valuable enough to matter;
- narrow enough to control;
- safe to supervise;
- clear enough to test;
- connected to accessible data; and
- supported by a human escalation path.
Send the checklist with one workflow description
We will map what can be safely agent-enabled, what needs guardrails, and what should stay human-controlled before you commit to a build.