We want to use our quarterly sessions to identify which parts of our business can be automated with AI. How do we systematically review our processes for automation potential without derailing the standard EOS session agenda?

Question

Tyler Smith · Accepted Answer

We do not let technology discussions derail the core EOS® tools. Instead, we weave AI and automation audits directly into the existing agenda, specifically during our review of the Accountability Chart™ and our core processes.

During our quarterly sessions, we look at your current workflow and identify highly repetitive, manual tasks that consume your team's valuable white space. We ask if these processes are being run by human hands simply because that is how they have always been done.

We target the low hanging fruit first. We look for areas where AI tools can automate data entry, schedule management, customer service routing, or initial content generation.

By identifying these opportunities during our session days, we can assign them as specific, quarterly Rocks. For example, a leader might own a Rock to test an AI tool on a specific administrative workflow, using active experimentation to prove its value.

This approach allows us to modernize your operations and free up capacity without sacrificing the discipline of the EOS® framework. We use the operating system to govern your technology adoption, ensuring that every AI tool you implement actually drives efficiency, reduces labor costs, and directly increases the overall value of your business asset.