A suitable first task
- Recurs regularly and has a clear owner.
- Uses an identifiable set of information sources.
- Produces an overview, proposal or other reviewable result.
- Has an agreed route for exceptions.
Choose a task that helps an employee and produces a result they can review. These examples show how to turn a broad ambition into a focused Dot assignment.
An employee may open several documents before assessing a case. A Dot assignment could be to prepare an overview of available documents, missing information and questions for the reviewer.
An overview of outstanding internal actions can help a team leader focus on follow-up. Keep the assignment limited to preparing a list with the owner, status and missing information.
We agree which statuses count and when an item becomes an exception. Automatically sending messages or updating records is a separate decision, not an assumed part of preparing the overview.
Within a defined assignment, a Dot can collect information for a meeting topic. The result might be a short briefing with sources, uncertainties and subjects that need attention.
Frequent repetition may offer time savings, but the result also needs to be reviewable. Begin with work where your employee can readily decide whether the output is useful.
If you mainly need fixed rules for exchanging information, AI & Automation may fit better. If the assignment spans several responsibilities in a broader role, compare an AI Employee. Our implementation guide explains how a chosen task is tested.
No. They are starting points for an assignment. Actual capabilities depend on your information, available apps and workspace. We check these during the intake.
Within our focused service, an employee remains the process owner. The Dot receives an agreed task; exceptions and important decisions have a human responsible for them.
Scope, preparation, trial assignments and handover for your first AI Dot.
Read this guideExamples for case preparation, research, internal work queues and meetings.
Read this guideChoose sources, avoid duplicate processing and identify the connections you need.
Read this guideUse focused access, clear approval points and an owner for exceptions.
Read this guideUnderstand both BigBase prices and how a Dot differs from an AI Employee.
Read this guideReview quality, time savings and changes without quietly widening the task.
Read this guideTell us which work takes time. We help you choose a service and define the scope in a proposal.