# Agent readiness worksheet (20 minutes)

Status: Agent Setup Lab worksheet, based on our guide "Is Your Data Agent-Ready?" (agentsetuplab.com/articles/is-your-data-agent-ready-checklist/). Print it or copy it into a doc.

## 1. Pick one task (2 min)
Task: ______________________  Times per week: ____  (Ready if 10+)

## 2. Where does the data live? (4 min)
| Data needed | Tool / place | Can the automation tool connect to it? (Y/N) |
|---|---|---|
| | | |
| | | |
Ready if 1–2 tools. Red flag: 5+ tools or paper.

## 3. Write the process (5 min)
1. ______________________
2. ______________________
3. ______________________
4. Human approves here: ______________________
Ready if someone new could follow it.

## 4. Check one sample (3 min)
Same fields and format every time? Y / N   Notes: __________

## 5. Set limits (4 min)
The agent must NEVER touch: ______________________
The agent must ALWAYS ask before: ______________________
Who reviews its work, and how often: ______________________

## 6. Measure (2 min)
Time this task takes today: ____ min/week. Re-check after 30 days: ____ min/week.