Boring Workflow Readiness Checklist

Purpose
Use this worksheet to decide whether a repeated non-regulated workflow deserves a safe first website asset. This is not approval to automate the workflow.

Hard stops
- No healthcare, prior authorization, insurance, claims, legal, financial, sober-living compliance, or regulated-advice workflow.
- No customer, patient, resident, prospect, payment, invoice, bank, CRM, calendar, inbox, signing, or account-connected data.
- No scraping, lead list, enrichment, outreach, phone, email, SMS, Discord, VA/customer send, or review request.
- No pricing, payment link, paid tool, affiliate enrollment, account setup, provider/model route change, SaaS launch, or true subagent launch.

Workflow snapshot
1. Workflow name:
2. Who owns it today:
3. Who feels the pain:
4. How often it happens:
5. Current manual steps:
6. Current output:
7. What makes the output clearly done or not done:

Readiness score
- Repetition: weekly or more often / monthly / unclear
- Pain: owner complains / staff avoids it / only mild inconvenience
- Outcome: binary and easy to judge / partly subjective / unclear
- Inputs: non-sensitive and can be described manually / mixed / sensitive or account-connected
- Buyer: named owner or manager / generic company / unknown
- First asset: checklist, worksheet, SOP, or decision tree possible without data / needs live data / needs automation

Safe first asset options
- Static workflow map
- Readiness checklist
- SOP template
- Decision tree
- Audit worksheet
- Example handoff packet

Decision
- Build preview page:
- Park with proof:
- Needs Matt approval because:

Reviewer notes
- Clear enough for non-technical operator:
- Claims safe:
- Mobile/page readability:
- Missing hard stop: