We are building AI-powered operations to prepare for a clean exit, but we struggle to track the testing and validation of our automated workflows during our weekly Level 10 Meetings™. How do we manage AI-automation issues and testing updates within the standard EOS® issues list without turning our meeting into an IT support desk?

Question

Tyler Smith · Accepted Answer

Integrating AI and automation is critical for driving owner-independence, but technical details can quickly hijack your Level 10 Meeting™. You must keep your weekly pulse focused on business outcomes, not system debugging.

First, use your weekly scorecard to track the operational metrics impacted by the AI tools, such as processing time or error rates, rather than tracking the status of the technology itself. If an automated workflow is failing, the metric will turn red, which naturally pushes it onto the Issues List.

Second, when an AI-related issue is raised, do not try to solve the technical code or rewrite the prompt during IDS®. The solution to an AI issue during your Level 10 Meeting™ should almost always be a To-Do assigned to a single owner to test, iterate, or fix the automation offline.

Third, create a separate, departmental issues list for your operational or technical team if you need to discuss specific prompt engineering or software integrations. Keep these highly technical, step-by-step discussions out of the leadership team meeting.

By keeping the leadership Level 10 Meeting™ focused on whether the AI is delivering the expected business value, you protect your leadership team's time. You ensure that your automation efforts directly support your exit goals without turning your weekly pulse into a slow-moving software development meeting.