Agent Fit Worksheet

Should this workflow become an agent?

I use this worksheet with founders to decide whether a post-sales workflow is ready for an AI agent, before anyone builds one. Map one workflow, score it on 11 readiness questions, and come away with a clear answer: keep it human-led, prepare first, or let an agent assist now.

What’s inside

• A box diagram of the workflow: trigger, inputs, steps, output and how you check it’s done, plus the tools an agent would use and where a person stays in charge.
• Eleven weighted readiness questions that add up to a score out of 100.
• A decision: keep human-led, prepare first or assist now, with a check on the three controls that matter most.
• A guide on page 2: how to run it in about 45 minutes, what 0 and full marks mean on each line, and the common traps.