Question 1 of 8 What work comes round again and again? The same document job, every week, with the same steps A repeating job with a lot of documents, and no tool covers the job Several small jobs, and none are written down The work changes every week and rarely repeats
Question 2 of 8 How often does the work arrive? Every day, in volume Weekly, like clockwork Monthly, in bursts A few times a year
Question 3 of 8 Where does the work live today? Systems with a login: Microsoft 365, Xero, SharePoint or a sales system A mix of proper systems and spreadsheets Shared inboxes and spreadsheets, mostly A shared spreadsheet, and the detail in one person's memory
The catch: we connect an AI employee through a login, or a direct connection into Microsoft 365, Xero or your sales system. A shared spreadsheet gives us nothing to connect to.
Question 4 of 8 Who does the work now? A senior person tied up in routine work, or a hire you keep putting off A capable person with better uses for their time Whoever is nearest when the work arrives A settled team that does the work well and likes it
Question 5 of 8 Could you write the rules down? Yes: thresholds, approval levels and what good looks like, on one page Mostly, with a few exceptions a person should catch The rules live in one person's head Every case is genuinely different
Question 6 of 8 How much AI have you already tried? You tried a few tools, none stuck, and now you just want the work done You have not tried any, and you buy results rather than technology Several AI tools are live, with someone inside driving the rollout You employ an AI product manager and run a tooling roadmap
The surprise: a team already deep in AI tools usually wants software to drive. We hand over finished work instead, so sceptical teams tend to fit us more easily. The fit says more about us than about your team.
Question 7 of 8 How do you want the work run? You want the work done and reported, with a named person to call You want approval gates on the risky actions and sight of everything else You want to configure workflows and tune prompts yourselves You want to build your own AI team and own the software
Worth saying: if you want to tune the prompts and own the software, or you already employ an AI product manager, software you run yourselves suits you better than a managed service. Owning the software is a sound strategy. We are a different kind of firm, that is all.
Question 8 of 8 Who signs the decision? The managing director or finance director, and that person would be on the calls A senior manager with the managing director's backing A committee, eventually Nobody owns the decision yet
0 of 8 answered See my result