Insight

Is This Process Ready for AI?

A starting point for businesses considering AI automation

Central idea

Before bringing AI into a workflow, I want to know how the work actually happens and where it could go wrong.

My starting framework

Four things worth understanding first

A quick look at the questions behind my approach, not the full assessment.

1

The instructions

Can someone new follow the process?

2

The decision points

Where does the process branch or break?

3

The exposure

What happens if something goes wrong?

4

The handoff

When does a person need to step in?

That is a question many businesses should ask before deciding to automate a process.

You can ask AI that very question, and it will give you an answer. However, the quality of that answer depends on the information you provide. AI can generate a response that sounds reasonable without fully understanding the process, the exceptions, or the intended outcome.

So, how do we determine whether a process is ready for AI?

From my experience in operations, I would start with two items.

1. Standard Operating Procedures (SOPs)

Are your procedures documented clearly enough that someone unfamiliar with the process could follow them from beginning to end? If your instructions leave too much room for interpretation, how can you expect an AI agent to execute them consistently?

2. Flowcharts

Can you visually follow the process from beginning to end, including the decisions and exceptions along the way? A flowchart can expose gaps that are not always obvious in written procedures.

These two items will not guarantee that a process is ready for AI, but they provide a starting point.

Why this matters

I am not alone in that thinking. Deloitte's 2026 research found that only 5% of surveyed organizations considered their business processes highly prepared for AI agents.

Once the process is documented, the next consideration is risk. What safeguards need to be in place? What decisions can the agent make independently? When should it stop and request human intervention?

These questions matter. The National Institute of Standards and Technology (NIST) emphasizes managing AI risks throughout design, deployment, and use.

What I am testing

One approach I am exploring is having AI review the SOPs, flowcharts, and supporting documents, then interview me to identify missing information. Of course, confidential documents should only be used in an approved, secure environment. I would still validate the assessment before deciding whether to automate.

I am currently applying some of these principles while building my own Project Manager Agent from scratch using Codex. Rather than starting with an SOP, I started with a Project Manager job description, along with a knowledge base containing approval requirements, escalation triggers, and other operating instructions.

Yes, there are agents already available that could perform similar functions. However, I chose to build my own because I want to understand the process, including where things can go wrong.

I am also working toward a more structured assessment of AI process readiness. I will share some of what I learn as the project develops.

The question remains: Is your process ready for AI, or are you simply ready to use AI?

Sources referenced in this article: Deloitte 2026 AI readiness research and the NIST AI Risk Management Framework.

Continue Exploring

Interested in how I am applying AI to operational work? Explore the projects, Field Notes, and other Insights documenting the process as it develops.

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