We want to use artificial intelligence to automate our backend workflows, but we are in the middle of our EOS rollout. How do we use the EOS 3-Step Process tool to document and simplify our core processes first so we do not end up automating bad habits?

Question

Tyler Smith · Accepted Answer

Business owners are often eager to deploy artificial intelligence to automate their operations and cut costs. However, automating an undefined or broken workflow only allows you to make mistakes at a much faster rate.

Before you introduce any AI tools, you must first simplify your business using the EOS® 3-Step Process tool. Start by identifying your core processes. These are the handful of critical workflows that keep your business running, such as your HR process, marketing process, and operations process.

Next, document those processes at a high level. Use the twenty eighty rule, which means documenting twenty percent of the steps that yield eighty percent of the results. This keeps your procedures simple and easy for your team to follow.

Once your core processes are documented and packaged, look for the highly repetitive, manual bottlenecks. These are your prime candidates for AI automation.

By ensuring your human team is fully aligned on the documented process first, you can easily identify where AI can take over routine tasks without disrupting your operations. This structured approach allows you to build an AI-augmented business that maintains clear accountability while scaling efficiency.