Resource — checklists
Business Tech Audit Checklist
An actionable audit checklist to evaluate if your current software stack is ready for AI integration hooks.
Executive Summary:Audit your business software tools (CRM, Calendars, SMS, Billing) to map integration capabilities.
1. Core API Availability Checks
To trigger automated workflows (like sending a shipping tracking link after purchase), your core CRM or e-commerce shop must expose REST API endpoints or webhook triggers. Legacy software that lacks API access will block automated coordination.
Actionable Checklist
- Check if CRM supports outgoing webhook triggers.
- Verify Google Calendar API developer permissions.
- Ensure customer support ticket database is exportable.
- Confirm SSL certificates are active on all webhook landing endpoints.