AI Automation Audit Checklist

1. Process Inventory
- List repetitive tasks across sales, support, operations, and reporting.
- Note tools used and who owns each process.

2. Data Readiness
- Confirm data sources are accessible and structured.
- Identify gaps in data quality and permissions.

3. Risk and Compliance
- Document sensitive workflows requiring approvals.
- Flag security and privacy controls needed.

4. Quick Wins (0-30 Days)
- Prioritize low-risk, high-frequency automations.
- Define expected time savings and ownership.

5. Medium Initiatives (30-90 Days)
- Plan multi-step workflows and integrations.
- Set KPI targets and success criteria.

6. Implementation Plan
- Assign owners, timeline, and support model.
- Include rollback and incident response steps.

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