PracticeWorking with AI: Delegation & Oversight
Switch the brief to the agent?
Automate it or keep it human
The situation
Sofia, the company's only competitive analyst, writes a brief on competitors every two weeks from public sources; sales uses it to update battlecards, the one-page guides reps use against each competitor. Kenji in operations has prototyped an agent workflow that produces a draft in about twenty minutes. He wants to switch from the next brief, due on 26 November, twelve days away. You are the COO and decide.
Kenji · Operations: “The Nov 26 brief is in twelve days. Can I switch it over?”
You can put one question to Sofia before deciding. Choose it, then decide what to approve.
What you can see (3) · tap a card to read it
›E01 · The problem as proposed
The brief takes Sofia about four hours each fortnight. She is the only analyst and the bottleneck on three other things: the quarterly pricing review, sales battlecards and the calendar of briefings with industry analysts. All three are late.
›E02 · The prototype
The agent pulls the same public sources, fills the existing template and produces a draft in about twenty minutes. Set beside Sofia's latest brief it is comparable, arguably better organised, and it caught a pricing-page change at Copperleaf that her brief missed.
›E03 · The numbers and the risk
Four hours to twenty minutes, 26 briefs a year, about 100 analyst-hours returned. Risk is called low: public-source research, and Sofia reviews each brief before it goes to sales.
Step 1 of 2
What do you ask Sofia?
Your first choice is kept. Changing your mind later counts as a retry.