Our department managers run their own weekly Level 10 Meetings, but they struggle to solve issues permanently because they do not cross-reference our documented core processes during IDS. How can we use AI to instantly pull relevant SOPs when an issue is raised so we solve it at the root?

Question

Tyler Smith · Accepted Answer

A common trap in the Level 10 Meeting™ is solving the symptoms of an issue rather than the root cause. Often, the root cause is that a documented core process is not being followed by everyone, or the process itself is broken.

To fix this, you can build a simple AI-assisted lookup tool. Start by centralizing all of your documented core processes from your V/TO® into a single, searchable digital directory, such as a secure internal wiki.

Next, connect this directory to a private AI assistant using simple low-code tools. When your team is running the IDS® portion of your weekly meeting, the scribe can type the issue into the assistant. For example, if the issue is client onboarding delays, the scribe asks the AI to find the corresponding onboarding SOP.

The AI immediately retrieves the exact steps of your documented process and presents them to the team. This allows your leadership team to ask the two critical questions: Is the process being followed, or is the process broken?

Instead of guessing or wasting meeting time searching through messy folders, your team has instant access to your operational truth. This keeps your Level 10 Meeting™ fast, practical, and focused on building a system-dependent business rather than relying on tribal knowledge.