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AI Workflow Opportunity Grader

Answer five questions to grade whether your business workflow is a good candidate for a custom AI workflow loop.

1. Does a recurring messy input exist?

No, inputs are structured/clean Yes, unstructured but low volume Yes, daily/weekly messy emails, calls, or tickets

2. What is the current human triage/drafting time?

Under 2 hours a week 2 to 5 hours a week 5+ hours a week spent reading and drafting

3. Is there a clear approval gate?

No, must send automatically Yes, but team has no time to review Yes, a human can quickly click approve

4. Does a destination exist: CRM, Sheet, email, Slack, or ticketing?

No clear destination system Yes, but requires manual copying Yes, clear API or inbox already in use

5. Is the outcome value meaningful?

Low value / simple notification Moderate value / keeps internal team organized High value / impacts customer speed or sales deals

6. Result

70%

Workflow opportunity: promising

A focused AI loop could help. Start by mapping a single integration node before automating drafts.

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