What should you bring
to an AI assessment?
You do not need a technical brief. A few notes about the task, the tools and the people involved will help us start in the right place.
Works locally on your deviceYou do not need every answer.
Identify one process you can explain from start to finish. Name the people who use it and the tools involved.
Check whether its inputs and outputs are available. Note any information that is sensitive or restricted.
List the exceptions. Identify which decisions require a person.
Agree what a useful improvement would look like. It may mean better quality, fewer repeated steps, shorter delays or released capacity.
Bring these notes to the assessment. They help establish whether an AI project is practical.
What have you prepared?
Check the items you can answer. An unchecked item is a useful question to bring to an assessment.
This checklist records preparation. It does not measure whether AI is suitable for your business.
Use the result to ask a better question.
Bring the unchecked items to an assessment. The discussion can establish which information matters and whether the process is a useful candidate.
Discuss this with Red ConduitSources and notes
This is an original Red Conduit preparation guide and working template. It contains no client benchmark or verified project result.
For broader preparation, see BDC's guide to getting a business AI-ready.
Privacy should be considered before personal information is used in AI. The Office of the Privacy Commissioner of Canada provides business guidance.
Guide reviewed 29 October 2026. Tool entries are not submitted. Copying or downloading creates a separate copy on the visitor's device.