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 & Key Takeaway:

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.

Implementation 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.
Author & Principal Investigator:

Abhisek Pani

Founder & Lead Software Architect at Next Scale

Software architect based in Bhubaneswar, Odisha. Engineering sub-second Next.js web applications, 24/7 WhatsApp AI agents, and empirical business research.

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