AI Readiness & Workflow Guardrails
Name the workflow or AI use case, answer readiness questions, see guardrail gaps, and export a simple checklist.
Quick Setup
AI Readiness Score
0/14
Percentage
0%
Not defined
7
Partial
0
Defined
0
Warnings
11
Review flags
11
Seven-Question Readiness Check
Is the workflow clear?
Workflow
Is the owner defined?
Owner
Is the data reliable?
Data
Is the human review point defined?
Human review
Is the evidence record defined?
Evidence record
Is the escalation path defined?
Escalation
Is the automation boundary defined?
Automation boundary
Guardrail Checklist
Optional quick flags. Check the guardrails that are already defined.
Result
Workflow is not ready for AI support. Define workflow, owner, data, review, evidence, escalation, and boundaries first.
Missing guardrails: Approved source materials identified, Data boundary defined, Sensitive data excluded or protected, Human approval required before external use, Stopping condition defined, Review trigger defined, Output disclaimer or review language defined, Audit/evidence record defined, Escalation owner defined, Vendor/platform scope confirmed
This is an AI readiness screen, not a legal, compliance, privacy, security, or technology approval.
Recommended Next Actions
Required gaps
Use case name missing.
Name the workflow or AI use case before export.
Readiness gaps
Map the workflow before adding AI support.
Define this guardrail before relying on AI support.
Name the accountable owner before using AI in this workflow.
Define this guardrail before relying on AI support.
Confirm the source data before relying on AI output.
Define this guardrail before relying on AI support.
Define where human approval is required.
Define this guardrail before relying on AI support.
Define what record proves the AI-assisted step occurred.
Define this guardrail before relying on AI support.
Create an escalation path for exceptions or uncertain outputs.
Define this guardrail before relying on AI support.
Define what AI may do, what it may not do, and when it must stop.
Define this guardrail before relying on AI support.
Guardrail gaps
Sensitive data boundary is not fully checked.
Define data boundaries and sensitive-data handling before use.
Human approval before external use is not checked.
Require human approval before any external use of AI-assisted output.
Audit/evidence record is not checked.
Define what record proves the AI-assisted step occurred.
Overall readiness
Workflow is not ready for AI support. Define workflow, owner, data, review, evidence, escalation, and boundaries first.
Retain this checklist with the workflow evidence and revisit before expanding AI support.
Related Resources
Evidence to Retain
- Use case name and purpose - Identifies the AI-supported workflow.
- Workflow description - Shows the process AI would assist.
- Owner and reviewer - Names accountability and human oversight.
- Approved source materials - Keeps outputs tied to reviewed sources.
- Data boundary notes - Clarifies what information AI may use.
- Human review point - Protects judgment, privacy, and risk review.
- Automation boundary - Defines what AI may and may not do.
- Stopping condition - Names when AI support must stop.
- Evidence record - Retains proof of the AI-assisted step.
- Escalation path - Defines what happens with exceptions or uncertain outputs.
- Exported AI readiness checklist - Retains the local result from this static tool.
Evidence is not saved in this static version. Assign an owner, repeat the process consistently, review exceptions, explain the rationale, and retain copies in the employer file or local project record.
Local Export Actions
No database records or server-side files are created. Use these browser-only actions to retain a local copy.
This is an AI readiness screen, not a legal, compliance, privacy, security, or technology approval.