We want to find our first AI use case in our 30-person company, but our leadership team is overwhelmed with daily operations. How do we use our existing EOS® tools to pinpoint the exact tasks that are ripe for AI automation?

Question

Tyler Smith · Accepted Answer

To find your first AI use case without guessing, do not start with the technology. Start with your existing EOS® tools, specifically the Delegate and Elevate™ exercise. Have every employee on your 30-person team complete this exercise to map their daily and weekly tasks.

Once completed, look closely at the bottom two quadrants: "Like/Not Good At" and "Don't Like/Not Good At". These quadrants contain the repetitive, administrative tasks that drain your team's energy. Filter these tasks through a simple rule. If a task is repetitive, rules-based, and relies on text or structured data, it is a prime candidate for AI automation.

For a 30-person company, the best first pilot is usually a high-volume, low-risk administrative task. Common examples include draft generation for customer support replies, initial invoice reconciliation, or summarizing lengthy client intake forms.

By focusing on the tasks your team actively wants to delegate, you eliminate the fear that AI is coming to replace their jobs. Instead, they will view AI as an assistant that frees them up to focus on the top two quadrants of their sheet. This builds immediate buy-in and sets the stage for future automation projects.