Free tool
Agent Readiness Checker
Check whether a workflow is ready for an AI agent by scoring trigger quality, data access, review rules, fallback, and risk.
Quick verdict
Inputs
Agent goal, trigger quality, data sensitivity, review owner, fallback path, and customer-facing risk.
Generated output
Readiness score, launch recommendation, guardrails, failure checks, and related agent playbooks.
Agent readiness score: 74/100
follow up new sales leads is needs a controlled test first. Keep sales manager as the named owner until the workflow has boring, predictable handoffs.
Readiness verdict
- Trigger quality: mostly reliable.
- Data sensitivity: medium.
- Fallback: documented.
- Customer-facing status: yes, reviewed first.
Guardrails to add
- Require source context or a missing-information flag for every output.
- Escalate sensitive, legal, financial, hiring, or angry-customer cases.
- Do not send customer-facing output unless the review rule allows it.
Related playbooks
- Sales call follow-up agent: A call-summary agent that extracts objections, buying signals, next steps, and CRM-ready follow-up drafts. Open /agent-playbooks/sales-call-follow-up-agent/
- Real estate viewing follow-up agent: A playbook for turning viewing notes into buyer follow-up, CRM tasks, and careful property caveats. Open /agent-playbooks/real-estate-viewing-follow-up-agent/
- Invoice follow-up agent: An agent for checking payment status, drafting invoice reminders, and escalating overdue accounts. Open /agent-playbooks/invoice-follow-up-agent/
Related next steps
Use it again
Related guides
Methodology
Free tools use deterministic rule sets, validated inputs, and structured outputs. They are designed for fast drafts, not final recommendations or verified vendor advice.
Get the daily AI workflow brief
One practical workflow idea, tool check, prompt, or calculator to use each day.