Document Automation Readiness Checklist

5 questions that take 3 minutes — and tell you exactly where to start.

Question 1 of 5

How many documents does your team process per week?

Under 50 = limited ROI. 50+ = strong automation candidate.

Question 2 of 5

Are your documents consistent in format, or highly variable?

Variable formats = AI handles better than rules-based tools.

Question 3 of 5

What happens when a document contains an error today?

Manual error-catching = high automation value.

Question 4 of 5

How many people touch each document before it is actioned?

3+ people = clear bottleneck worth automating.

Question 5 of 5

Do you have existing systems the automation must connect to?

Determines integration scope for the pilot.

Your results

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0 of 5 questions answered

Ammar Shah, Founder of XStrat

I read every audit request personally. — Ammar

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