Our leadership team wants to use AI inside our actual Level 10 Meeting™ workflow to make our IDS® sessions more effective. How do we use AI to help us identify root causes during our meeting without letting a machine run the discussion?

Question

Tyler Smith · Accepted Answer

Your Level 10 Meeting must remain a highly focused, human-centric environment. The moment you let an AI tool dominate the conversation, you lose the authentic team health and alignment that drives the business forward.

The correct way to use AI in this workflow is as an analytical preparation assistant before the meeting starts, rather than an active participant during the session.

Prior to the meeting, have your Integrator or department heads feed historical Scorecard data and operational logs into a secure, private AI tool. Ask the tool to identify hidden correlations between missed metrics.

For example, the AI might reveal that every time raw material delivery delays spike, customer service response times drop four days later. This gives your team a clear, data-driven Issue to add to your Issues List.

During the meeting, use this analysis to jump-start your IDS process. Instead of spending twenty minutes trying to figure out why customer satisfaction is down, you can immediately begin discussing the root cause of the material delays.

Keep the technology in its place as a data analyst. The hard work of solving the issues, making tough decisions, and assigning To-Dos must remain strictly in the hands of your leadership team.