Value
Business impact
Does this save time, improve response speed, reduce errors, or protect revenue?
01—Free Charlotte AI worksheet
Score one workflow before buying another AI tool.
The Charlotte Business AI Readiness Checklist helps owners and operators decide whether a real workflow is ready for automation, a custom chatbot, internal knowledge search, team training, or plain process cleanup first.
Email-first for now: no public form, no automation, and no cold outreach. Request it when you have one repeated workflow in mind.
02—What it checks
A practical screen for value, clarity, data readiness, and safety.
The point is not to chase every AI demo. The point is to identify one repeated task with enough business value, clean enough inputs, and a safe enough review path to justify the next conversation.
Repeatability
Pain frequency
Does the workflow repeat often enough to justify fixing it instead of improvising?
Clarity
Inputs and outputs
Can the team name what comes in, what should go out, and who reviews it?
Data
Source readiness
Are the documents, examples, tools, or records available and approved for use?
Risk
Safety boundaries
Can humans review sensitive decisions before AI touches customers or operations?
03—How to use it
- 01Pick
Choose one repeated workflow
Avoid scoring your whole business at once. Pick one workflow that repeats weekly.
- 02Score
Rate the five readiness areas
Use the score to separate good AI candidates from messy process problems.
- 03Screen
Flag data and approval risks
Mark anything involving customer data, finance, HR, healthcare, legal, or external messaging.
- 04Decide
Pick the right next move
The answer may be audit, automation, chatbot, training, or process cleanup before AI.