We want to leverage AI to automate our core workflows, but we are stuck trying to map our existing manual processes. How do we use our session days to identify which processes should be completely automated instead of just documented?

Question

Tyler Smith · Accepted Answer

Trying to document a broken or inefficient process before automating it is a waste of valuable time. During our session days, we use the core process component of the EOS framework to help you identify which workflows are actually ripe for AI integration. We do this by focusing on your primary core processes first, rather than trying to map every single task.

We look for highly repetitive, rule-based workflows that consume significant staff hours. These are your prime candidates for automation. Once we identify these bottlenecks, we do not spend weeks writing detailed manuals for them. Instead, we set a quarterly Rock to design an AI-driven solution that simplifies or completely replaces the manual workflow.

This approach ensures that your automation efforts are aligned with your overall business strategy. By using our sessions to prioritize these initiatives, you avoid the trap of automating for the sake of technology. You focus your resources on the high-value areas that will actually increase your operational efficiency and enterprise value. This structured approach allows you to scale your operations rapidly without adding administrative weight to your team.