Get Ready for AI: A Data Readiness Checklist

Great AI starts with good data. Before you build your first agent or model, use this checklist to see how ready your organization really is.

“You don’t need perfect data to start, but you do need to know where it lives.” – AIgensy Team

Know your sources

List the systems where your key information lives: documents, CRMs, databases, help desks and spreadsheets.

Check access and permissions

Make sure you know who can see what, so AI systems can respect the same rules.

Start with one workflow

Pick a single, high-volume process and the data it needs. Early wins build momentum for larger projects.

Not sure where you stand? AIgensy’s readiness audit maps your data and gives you a clear plan in under two weeks.

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