As a non-technical business owner, what exact questions should I ask during our quarterly session to uncover processes that can be handed off to AI without sounding like a tech guru?

Question

Tyler Smith · Accepted Answer

You do not need to know how large language models work to pinpoint where your company is bleeding cash and time. Your job as the owner is to expose operational friction, not write code. During your EOS quarterly planning session, direct your leadership team away from software talk and focus entirely on low-value operational drag.

Ask these four direct questions to your department heads:
- Where do your highest-paid team members spend at least two hours a day simply copying, pasting, reformatting, or summarizing data between systems?
- Which step in our Core Processes generates the highest volume of recurring customer complaints or rework due to simple human oversight?
- What routine, rules-based questions from clients or field staff hit our email inboxes every single day that require the same standard answer?
- If our sales volume doubled next quarter, which internal operational seat would break first under administrative volume?

When your team answers, do not let them debate tech stacks or mention artificial intelligence. Keep the conversation focused on identifying the bottleneck and quantifying the hours lost.

Once your team defines the bottleneck clearly, hand the problem to your Integrator to evaluate as a candidate for a quarterly Rock. The technical implementation can be solved by an outside partner or low-code tools. Your role in the quarterly session is simply demanding clarity on where human payroll is being wasted on robotic chores.