Assessment | AI Agent Use Case Prioritizer

Section 1 of 4

About Your Organization

What industry are you in?

How large is your organization?

Solo / Freelancer (1-5)

Small team (6-25)

Growing business (26-100)

Mid-market (101-500)

Enterprise (500+)

What's your current AI maturity?

Curious — We're exploring but haven't deployed anything yet

Experimenting — We've tried ChatGPT/copilots for individual productivity

Piloting — We have 1-2 AI tools in limited use

Scaling — We have AI in production, looking to expand

Advanced — AI is embedded across multiple operations

Section 2 of 4

Your Pain Points

Where does your team spend the most time on repetitive work? (Select up to 3)

Responding to customer inquiries

Processing documents and data entry

Scheduling and coordination

Creating reports and analysis

Reviewing contracts or compliance docs

Researching information

Following up on tasks and approvals

Quality checking and error correction

What's your biggest operational bottleneck?

Speed — Things take too long from start to finish

Cost — We're spending too much on manual work

Quality — Too many errors or inconsistencies

Scale — We can't handle the volume we need to

Availability — Limited to business hours or specific people

Knowledge — Information trapped in people's heads

How much time does your team spend weekly on the repetitive tasks you selected?

Less than 10 hours/week total

10-25 hours/week

25-50 hours/week

50-100 hours/week

100+ hours/week

Section 3 of 4

Your Capabilities & Constraints

What systems does your team use daily? (Select all that apply)

CRM (Salesforce, HubSpot, etc.)

ERP (SAP, Oracle, NetSuite, etc.)

Helpdesk (Zendesk, Intercom, Freshdesk, etc.)

Project Management (Asana, Monday, Jira, etc.)

Communication (Slack, Teams, etc.)

Document Management (Google Drive, SharePoint, etc.)

Accounting (Xero, QuickBooks, etc.)

Industry-specific software

Mostly spreadsheets and email

How would you describe your data situation?

Scattered — Data lives in many places, mostly unstructured

Organized — Data is in systems, but not always connected

Integrated — Systems talk to each other, data flows

Clean — Well-structured, documented, API-accessible

Do you have compliance or regulatory requirements that AI must navigate?

No — Minimal regulatory oversight

Some — Internal policies, standard data protection

Significant — Industry regulations (HIPAA, SOX, FCA, etc.)

Heavy — Highly regulated, everything needs approval

What internal capability do you have to implement and maintain AI?

None — We'd need external help for everything

Basic — We could configure no-code tools

Moderate — We have developers but no AI expertise

Strong — We have technical team with some AI experience

Section 4 of 4

Your Priorities

What's your appetite for AI risk?

Conservative — Internal use only, humans verify everything

Moderate — Customer-facing okay if supervised

Confident — Comfortable with autonomous customer interactions

Aggressive — Will try bold approaches for competitive advantage

What matters most to you? (Rank from most to least important)

1 Quick wins — Show value fast ⋮⋮

2 Maximum ROI — Biggest long-term impact ⋮⋮

3 Low risk — Safe, proven approaches ⋮⋮

4 Competitive edge — Things others aren't doing yet ⋮⋮

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