A five-part check for small-business AI workflows: name the current source, owner, update trigger, correction route and point at which to stop.

Use five questions to assess AI agent readiness, including task ownership, approved sources, human decisions, maintenance and measurable results.

Calculate the operating cost of AI automation, including exceptions, human approval, corrections, integration and maintenance.

Learn how to give AI approved business context without mixing clients, retaining stale facts or storing information the task does not need.