Agentic Workflows
Automation Readiness Assessment

Which parts of your business can run autonomously?

Answer a few questions about your operations. We'll identify which workflows are ready for AI agents and build you a custom 90-day automation roadmap.

5min
To complete
24hr
Custom roadmap
90d
To first ROI
Start assessment
1
Your Business
Tell us about your operations
Company name *
Industry *
Team size
Current automation maturity
Tools & platforms in use
2
Biggest Pain Points
Select your top 3 operational challenges
Customer Support
Volume, response times, after-hours coverage
Lead Qualification
Slow follow-up, manual screening, missed opportunities
Internal Operations
Manual processes, handoffs, bottlenecks
Data & Reporting
Manual reports, scattered data, slow insights
Finance & Billing
Collections, invoicing, reconciliation
Compliance
Regulatory deadlines, audit trails, documentation
After-Hours Coverage
No coverage, missed urgent requests overnight
Onboarding
Slow customer/employee onboarding, repetitive setup
3
90-Day Quick Wins
Which agents would deliver immediate value?
Customer Support Agent
24/7 autonomous triage across email, chat, and phone
50-70% self-resolved24/7
Lead Qualification Agent
Instant screening, scoring, and routing of inbound leads
Instant responseAuto-scheduling
Document Processing Agent
Extract, classify, and route incoming documents automatically
90% accuracyMinutes vs days
Reporting & Insights Agent
Auto-generate dashboards, summaries, and stakeholder reports
Real-timeNatural language queries
Onboarding Agent
Guided setup flows for new customers or employees
80% self-servicePersonalized
Vendor / Partner Coordinator
Auto-dispatch, SLA monitoring, and payment coordination
Auto-dispatch
4
Autonomy Comfort Level
How much decision-making authority should agents have?
Spending authority per autonomous decision
Customer communication style
Escalation preference
5
Get Your Roadmap
We'll deliver a custom 90-day automation plan
Full name *
Work email *
Title
Phone
If you could automate one thing starting tomorrow, what would it be?

Get a free 30-minute strategy session and custom automation roadmap