We want our employees to identify the low-value tasks in their own daily routines that can be automated with AI, but they do not know how to spot these opportunities. How do we train our team to recognize which of their processes are ripe for AI integration?

Question

Tyler Smith · Accepted Answer

To get your team to actively help you automate your operations, you must give them a practical framework to identify the right opportunities in their own seats. If you simply ask them to find ways to use AI, they will likely freeze or worry about their job security.

Use the Delegate and Elevate tool from your EOS toolbox to guide this conversation. Instruct each team member to list all of their weekly tasks and categorize them into the four quadrants.

Focus their attention specifically on the bottom two quadrants: tasks they do not like or are not good at. Within those quadrants, look for repetitive, rules-based processes that consume significant amounts of time, such as manual data entry, report generation, or basic customer scheduling.

Explain to your team that by automating these low-value tasks with AI, they can elevate themselves to higher-value, strategic work that keeps them engaged. This framing reduces anxiety and turns your employees into active partners in your automation efforts, driving operational efficiency from the bottom up.