Automation-Readiness Checklist: Is This Task Ready to Automate?

Fifteen yes-or-no checks that tell you whether a back-office task is ready to automate, with a simple score. Part of the Mac Neal LLC Resource Series quick checklists.

Inside:

• Checks for the process, the data, the systems, control and the payoff
• A score that tells you to automate now, close the gaps first, or fix the process

1-page printable PDF. Updated October 2026.

General information, not technology, tax or legal advice. Have a question about your own situation? Book a consultation at www.macnealllc.com.