Resource / Checklist

AI Integration Readiness Checklist

A practical readiness checklist for adding an AI feature to a SaaS product without producing a fragile demo.

/ Outcome

What you walk away with.

A scoped AI workflow with retrieval, evals, fallbacks, and a cost ceiling you can defend.

/ System

/01

Scope the workflow first

AI works best when the workflow is clear. Choose one user task, then ask what context the model needs.

  • One workflow
  • One success metric
  • One failure path

/02

Production controls

Plan controls before launch. Add evals, logging, fallbacks, and cost ceilings on day one.

  • Eval set
  • Trace logging
  • Fallback states
  • Per-user cost cap
/ Checklist

Run through the list.

  1. 01Pick one workflow worth automating
  2. 02Define what success and failure look like
  3. 03Build a small eval set from real examples
  4. 04Add citations or structured outputs where possible
  5. 05Set per-user and per-month cost caps
  6. 06Design the fallback state in the UI
/ FAQ

Questions founders ask.

Is OpenAI enough?

Often yes, with retrieval and a small eval set. Multi-model routing comes later.

Should we fine-tune?

Usually not at first. Retrieval and better prompts solve more than fine-tuning at the early stage.

Plan my AI integration