How can we use our weekly Level 10 Meeting™ to systematically identify and test manual operational processes that are ripe for AI automation, without letting technology experiments derail our ninety-day Rocks?

Question

Tyler Smith · Accepted Answer

Integrating AI-powered operations into your business is a powerful way to scale, but it can easily become a major distraction if it is not managed within your EOS® framework. If your team is constantly chasing new software tools during their weekly discussions, your core operational execution will suffer. You must isolate your AI experiments from your daily commitments. To do this, use the IDS® portion of your Level 10 Meeting™ to capture operational bottlenecks. When a leader brings an issue about a slow manual process, identify if this is a candidate for AI automation. Do not start testing tools during the meeting. Instead, create a highly specific, short-term weekly To-Do for one owner to spend a maximum of two hours testing a single AI tool to solve that specific bottleneck. This keeps your technology experiments bounded and accountable. If the test is successful, the results are brought back to the next meeting. If it requires a larger integration, you must park it on your V/TO® long-term issues list to be considered as a formal Rock for the next quarter. This discipline ensures you build a modern, high-leverage operation without allowing shiny objects to derail your quarterly traction or confuse your team.