AI Agent & Human Workflow Redesign Readiness Assessment

Thanks for taking a few minutes on this. Your responses are completely confidential and anonymized. We're assessing how ready this workflow and team are for AI agents to take on more of the work — your honest read matters more than an optimistic one. About 6-7 minutes.

Which part of the organization does the workflow you're evaluating primarily sit in?

• Customer Support
• Sales & CRM
• Finance & Accounting
• HR & People Ops
• IT & Engineering
• Operations & Supply Chain

How would you rate the current level of AI agent use in this workflow today — meaning autonomous or semi-autonomous AI systems that complete tasks with limited human input?

How much do you agree with each statement about this workflow's readiness for redesign?

In the last 30 days, which tasks in this workflow have been most repetitive or rules-based?

• Data entry or reconciliation
• Scheduling or routing decisions
• Drafting responses or content
• Answering routine questions
• Compiling reports
• Approvals and sign-offs

Looking at these potential redesign moves, which would you tackle first and which would you leave for last?

• Automating data entry and reconciliation
• Routing or triage decisions
• Drafting first-pass responses or content
• Handling exceptions and escalations
• Managing approval workflows
• Answering routine customer or employee questions
• Compiling reports and analytics

If you had 100 points of investment to make this redesign succeed, how would you split them across these areas?

• Employee training and upskilling
• Redocumenting or redesigning the process itself
• AI agent tooling and system integration
• Governance, risk and compliance controls
• Change management and communication

Rank these from biggest to smallest barrier to redesigning this workflow with AI agents.

1. Unclear ownership of the change
2. Data quality or access issues
3. Employee resistance or lack of trust
4. Lack of technical integration
5. Unclear return on investment
6. Compliance or risk concerns

How confident are you that your team could adapt to a redesigned version of this workflow within the next 6 months?

Anchor on the readiness statement this respondent rated lowest and the barrier they ranked as biggest. Probe concretely: what specifically would have to change for that barrier to no longer be a blocker, and what's one recent moment where this barrier actually got in the way? If they rated the team as fully ready with no real barriers, stress-test that by asking what would happen if the AI agent made a visible mistake tomorrow. If confidence in adapting was low, ask what timeline they'd consider realistic instead and why.

Which best describes your role relative to this workflow?

• Individual contributor doing the work
• People manager overseeing the team
• Senior leader or executive sponsor
• External advisor or consultant
• Prefer not to say

What's the approximate size of your organization?

• Fewer than 100 employees
• 100-999 employees
• 1,000-9,999 employees
• 10,000+ employees
• Prefer not to say

That's everything — thank you for the candid input. Your answers feed a readiness scorecard that helps prioritize which workflows get an AI agent pilot next and what needs to be fixed first.