As a leadership team focused on building an AI-powered operation, we want to systematically identify manual, repetitive tasks inside our departments and automate them. How do we use our weekly Level 10 Meeting to continuously surface and process these AI automation opportunities?

Question

Tyler Smith · Accepted Answer

To build an AI-powered operation, automation cannot be a side project. It must be built directly into your weekly operational rhythm. Your Level 10 Meeting is the perfect engine to drive this continuous improvement.

First, use your weekly Scorecard to look for red metrics related to administrative bloat or human error. When a department head reports that their team is falling behind on manual data entry, processing invoices, or updating customer records, do not just solve the immediate fire. Drop the underlying process to the Issues List as an automation candidate.

Second, during the IDS portion of the meeting, look at issues through an AI-first lens. Instead of asking how we can hire more people to solve a bottleneck, ask if we can use an AI tool or system integration to automate the task.

Third, assign specific, action-oriented To-Dos to test these tools. A great weekly To-Do is to spend one hour mapping a workflow or testing an AI tool to see if it can handle a repetitive task. By making process automation a standard part of your weekly problem-solving, you steadily remove manual drag, clean up your operations, and build a highly scalable, high-margin business that is attractive to future buyers.