When we are designing our automated workflows and AI-powered operations during our sessions, how do we document these technical tasks without cluttering our standard EOS® V/TO® or Rock sheets?

Question

Tyler Smith · Accepted Answer

Introducing AI and automation into your business should streamline your operations, not create strategic clutter on your Vision/Traction Organizer® or V/TO®. If your leadership team starts listing every software integration and automated script on your core strategic documents, you will quickly lose sight of your high level business priorities.

We handle this by keeping a strict distinction between strategic objectives and tactical execution. Your quarterly Rocks should focus on the high level outcome, such as automating the customer onboarding process to reduce manual input by fifty percent. The technical tasks, system architecture, and specific software tools are kept out of your V/TO®.

Instead, we use your Circle workspace to house the detailed project boards and documentation for your automated workflows. This workspace serves as the central repository for your tech stack and operational procedures. During our quarterly session days, we review the status of the high level automation Rocks. Between sessions, your team uses the Circle workspace to manage the step by step build. This keeps your leadership team focused on strategic accountability during our face to face sessions while giving your execution team a clear, clutter free roadmap for building your AI powered operations.