Latest / In The Loop / How To Decide What To Automate With AI For Your Team & Customers
Transcript
- 0:00So every single week, it feels like there are new AI features,
- 0:04automations and transformations cropping up all of the time.
- 0:08But many of the conversations that I've been having week on
- 0:11week is how to even decide on where to start.
- 0:15We have the pleasure of speaking to hundreds of different product
- 0:17teams, teams who are trying to simultaneously transform their
- 0:21entire product process and the products themselves.
- 0:26And I just say it's a really big question of how do we decide and
- 0:29where do we start? And there's so much pressure.
- 0:32Your CEO wants things to change, your team wants things to
- 0:35change, your customers want things to change.
- 0:37The board wants things to change.
- 0:39Marketing needs things to change, so organisations right
- 0:42now are under so much pressure to change.
- 0:44And the problem is that most advice is either incredibly
- 0:47abstract or is just pure hype. So today I wanted to do
- 0:51something a little bit different.
- 0:52I wanted to talk through a fantastic piece that was written
- 0:55by one of my favourite substance called the Department of Product
- 0:59and inside it, it proposed a really interesting framework for
- 1:02helping people decide on what classifieds as a good automation
- 1:08opportunity for either their users, inside their product or
- 1:11for their team. And as I discussed this article,
- 1:13I'll be sharing as many insights as possible based on what we're
- 1:16seeing and hearing day in and day out.
- 1:19This is in the loop of Jack Hart.
- 1:21I hope you enjoy the show. See this This week's going to be
- 1:35a little bit different because I've been really hoping to do an
- 1:39episode like this for some time. I have to say, the amount of
- 1:42conversations we have every single week is quite staggering,
- 1:45and it's not an easy thing to decide on.
- 1:49How or where do we automate first?
- 1:52And that can be, as I said, for a user or for your team.
- 1:55We're in the very fortunate position to have a broadly AI
- 2:00first roduct development Rocess all the way from product all
- 2:03through to engineering and roduct marketing, which has been
- 2:06a heck of a lot of work to get in place.
- 2:08And our entire product is about enabling technology companies to
- 2:14have a conversational interface into their customers and their
- 2:17users. So we're we're quite in a in a
- 2:19really unique position to kind of sit at the intersection of
- 2:23how to both understand this opportunity and actually do
- 2:25something about it. And so I guess this piece by the
- 2:28Department of product I found perfectly timed and really
- 2:31interesting. And it opens up to a reference
- 2:33to Benedict Evans, which is he he's a tech analyst and his
- 2:37latest presentation they gave this tech investor, Benedict
- 2:40Evans essentially said that right now automation is a is
- 2:44biggest superpower. And he suggests that whilst it's
- 2:47not as exciting as AGI, that automation alone is a big, big
- 2:52deal. It's the boring cousin of AGI to
- 2:55artificial general intelligence. And he makes a good point, which
- 2:58is barcodes and databases will not sexy, but they completely
- 3:02transform retail. And so I'd argue we're seeing
- 3:05almost the exact same thing happening with AI and AI
- 3:08features in products right now. The winds aren't necessarily
- 3:12coming through big model breakthroughs every six months.
- 3:15They're coming from the application layer.
- 3:18So the top ends are well above the model the the technology
- 3:21people are interacting with. That takes away frustrating and
- 3:25tedious tasks from people's day-to-day lives.
- 3:27But with that comes a really key tension.
- 3:30And as the Department of Products said in the article,
- 3:32just because you can't automate something doesn't mean you
- 3:35should, because the outputs from these automation efforts is
- 3:40often far from perfect in many, many cases.
- 3:42That judgement call on what to automate, maybe for your users
- 3:45or for your team, is what this article discusses and what this
- 3:48episode will cover in depth today.
- 3:50And I see this is a major problem to solve.
- 3:52We're actually building an agent in 2026 that helps people with
- 3:55this because a lot of the time these are really new ways of
- 3:59looking at technology and process.
- 4:03Because somehow people have to also understand how AI and
- 4:06agents work, what they're really good at, what they're not good
- 4:08at, and then understand how to RIP apart an entire process or
- 4:12product to improve it with those strengths and weaknesses in
- 4:17mind. So the article starts with
- 4:18something called the verifiability principle.
- 4:21So before we get into the framework itself, the article
- 4:24she started by sharing a really interesting insight from an open
- 4:27AI Co founder. His name is Ilya Sutskieva, So
- 4:32very famous online, got a massive YouTube account, very
- 4:35big on X. And he said, in his view, a good
- 4:37candidate for AI automation is a task that is easily verifiable.
- 4:42You know, the more a task or a job is verifiable, the more
- 4:46amenable it will be to automation.
- 4:49So it's a very simple principle, but it's very powerful when you
- 4:51think about it, because the core question is, can you tell if
- 4:55it's worked? Now, there are many tasks for an
- 4:57individual that they can themselves take that judgement
- 5:00call and make that judgement call.
- 5:01But for some big enterprise organisations, they're going to
- 5:05be very obsessed with that verifiable or verifiability
- 5:09principle. So if you think about it from a
- 5:10user's perspective, if AI say auto categorises all their
- 5:14expenses, they can verify that really quickly and instantly.
- 5:18You know, they can literally say, was this right or wrong?
- 5:21But if AI writes, let's say, personalized recommendations,
- 5:24it's very hard to know if that was going to be right or wrong.
- 5:27They're in very subjective territory.
- 5:29So that part of verifiability is really important because if the
- 5:32AI is not good at doing something that is easy to say
- 5:35that's right or wrong, then sometimes it will not be a good
- 5:40candidate for automation. Now the new ones here is how
- 5:43good the process is around that AI.
- 5:46However, this does also create attention because most of the
- 5:50things that are hard to verify is also where you're going to
- 5:54get the greatest gains in many way from automation.
- 5:58So something that we learn at mindset is you have to really
- 6:01build process around these things because ultimately
- 6:04judgement becomes the key success criteria of a human in a
- 6:08modern day process. So we need people that can make
- 6:11really good judgement calls on the quality of an output from an
- 6:14AI. And that really is going to give
- 6:17you an A good indication of how much human in the loop is needed
- 6:20here. Because most of the time an
- 6:22agent with a bunch of, let's call it tools, so things it can
- 6:25do in the world and the ability to do good reasoning can do most
- 6:29tasks to a pretty good standard. Now, if you want to fully
- 6:32automate it, so you just don't want to look at that again,
- 6:35you're happy to say go, never speak to me, go and do that
- 6:38thing. Then the verifiability principle
- 6:41becomes really important. Otherwise you need that human in
- 6:44the loop part of that process involved.
- 6:47So it's a lot simpler a lot of the time for your team because
- 6:49you are a member of that team and a member of that process.
- 6:52Now this gets even harder when you're trying to think about
- 6:55what type of automation experience should I offer to my
- 6:57users or my customers. And so this article then goes a
- 7:00bit deeper into whether this should be a product feature or
- 7:03something just for an internal process automation.
- 7:05Now to help decide whether you want to create AI guess a
- 7:08product for your users or your customers inside your existing
- 7:11product. What you should be thinking
- 7:12about is first, what triggers this AI?
- 7:15Is it a user action? Is it an event that happens in
- 7:18the platform? So someone hovers over
- 7:20something, clicks on something, is an event?
- 7:24Is it a certain signal? Second, what relevant data is
- 7:28going to be there for collected and what processing is the AI
- 7:33going to do? So is it going to be classifying
- 7:35it? Is it going to be generating
- 7:36something or writing or creating something?
- 7:38Is it going to be predicting something?
- 7:41And then 4th is some form of when I say logic or instructions
- 7:44on how it decides what happens next.
- 7:48Should it auto execute that task?
- 7:50Should it come back and ask the user?
- 7:52And finally, therefore, what is the end action that happens or
- 7:55what is that end outcome that happens?
- 7:57We actually run sessions with companies that are coming
- 8:00through our sales process on essentially trying to create a
- 8:02job description for this AI idea.
- 8:04You know, what is, what are the inputs or what are the user
- 8:07questions? What situations is it going to
- 8:09trigger in or appear or suddenly step forward and say, I'm, I'm
- 8:14here to do something. Therefore, what magical skills
- 8:18does this AI thing need? So it needs access to user
- 8:21memory or data. It needs access to some other
- 8:23system in a third party application.
- 8:26A good example here is taking predictive shopping carts.
- 8:29You could auto fill a shopping cart when a user opens an
- 8:32application and then send the items are already in there ready
- 8:36to be checked out based on some sort of behaviour or action they
- 8:39were doing elsewhere in the application.
- 8:42Or you could just simply show suggestions to them and let them
- 8:45approve each one one by one. Or a middle ground auto add high
- 8:49confidence items and then suggest medium to lower
- 8:53confidence items to the user to say, do you want this in your
- 8:55cart, yes or no? All of that could have happened
- 8:58based on something triggering in the application.
- 9:01The AI using data processing and generating or suggesting things
- 9:06and then either doing a full human in a loop or just doing
- 9:08itself. And those design decisions is
- 9:11going to dictate whether the user feels helped or bulldozed.
- 9:15With that in mind, how do we understand whether this
- 9:16candidate or idea is a good opportunity to automate
- 9:20something for maybe my users on my team?
- 9:22Now, the framework suggested in the Department of Product
- 9:25article essentially rates opportunities across 3
- 9:29dimensions and scores them from one to three.
- 9:31You've got safety, volume and verifiability.
- 9:35So safety is about user in part when or if you are wrong.
- 9:39So if the AI suggests the wrong product substitution and the
- 9:43user catches it before check out, then it's annoying but it's
- 9:47fine. So therefore it's got a simple
- 9:49safety score. If it also approves something
- 9:53and just takes an action by itself and cost people lots of
- 9:56time or money or potential risk to their health or safety, then
- 10:01therefore you've damaged trust and it's not the the safest of
- 10:04ideas. So I'd score 3 for anything
- 10:07that's just a simple easy to catch low in part low stake
- 10:10error or and score one for anything that is going to hurt a
- 10:15user before they can intervene. The second part of that
- 10:19framework is volume. So volume is about whether this
- 10:21matters enough to build. If users do this task
- 10:24constantly, every session, every day, and they take lots of time
- 10:29doing it, then it's a fantastic opportunity to automate this
- 10:31thing for your user or customer or team.
- 10:34If it's a once a month thing, maybe you know, it's not really
- 10:37worth the investment. So if it's I would score 3 for
- 10:41something that's constant daily actions and then I'd score one
- 10:45for rare ones. And 3rd and final is
- 10:47verifiability. So this is about feedback loops.
- 10:51Can users easily tell if the AI got it right?
- 10:55So maths for example is a simple yes or no, and if it's objective
- 11:00and simple to say yes or no, I'd score it a three.
- 11:04However, personalized recommendations are subjective.
- 11:07Therefore I might score it a little bit lower to A1 or A2,
- 11:11and the maximum score of these things might be 9.
- 11:13Maybe you just want to not Add all the scores up and you just
- 11:16want to assess each one of them within their own dimension.
- 11:20I'm always not. I'm not always a massive fan of
- 11:22trying to add different ideas and scores up and somehow
- 11:26finding, you know, the best scorer out of all of them.
- 11:28Because some ideas you'll think that's actually just such a
- 11:30great opportunity, even if it is not that safe or even if it's
- 11:34not that verifiable. But because of the volume, I was
- 11:37going to go for it anyway. So the output of this for you
- 11:39and your team is going to be a classification of something of
- 11:44automated. Now make it just an assistance.
- 11:47So AI assistance versus full automation or just something
- 11:50that's labeled as not ready yet or unsure for a user facing
- 11:55features. Most will land in the middle to
- 11:57be honest. You know it'll be an AI
- 11:59assistant zone and this is where design really matters.
- 12:02AI assistant I would describe as AI doing the work but the user
- 12:06having control before anything is finally committed.
- 12:09You know, if it books my entire holiday, I'd rather it check in
- 12:13with me first. So the article gives examples
- 12:16that score of things that scored six out of nine.
- 12:18So things are AI meal planning based on my health objectives or
- 12:22AI generated meal plans based on the things that are in my
- 12:26shopping cart. These require taste in a
- 12:29preference judgement and the AI could probably do a good job of
- 12:31recommending it, but probably not just doing it all for me.
- 12:35And this leads on to thinking about therefore, why will things
- 12:37fail? If we now know why they succeed,
- 12:39why will they fail? Well, if you create an AI
- 12:42automation process change or something for your customers and
- 12:45users, well, it's going to fail because of a lack of trust.
- 12:49So early mistakes are often very visible.
- 12:51So maybe users will just start ignoring the AI suggestions or
- 12:55the AI actions that it can do for them, and just therefore
- 12:59adoption will just flatline. Maybe there's going to be
- 13:01frustration with edge cases. So it might work great 80% of
- 13:05the time, but that 20% where it's wrong is infuriating.
- 13:09So users therefore feel like they have to double check
- 13:11everything all the time or it's just really creepy.
- 13:15It knows a little bit too much. Or if it's too aggressive and
- 13:18users feel like it's in their face or they're being surveyed
- 13:21all the time. And these three things that
- 13:24could go wrong with, I wouldn't see this as a we shouldn't do
- 13:27this at all. These are just things that you
- 13:29have to design for and think through again, whether you're
- 13:32going to make this full automation and AI assisted thing
- 13:35and make sure that the user's very careful and aware of the
- 13:38things that this AI can and can't do, or just labeling
- 13:42something is not ready yet. So yeah, to wrap up, this is a
- 13:56little bit different. We went through really practical
- 13:58tools. We'll also share the article in
- 14:02the notes to the Department of Product because it's a really
- 14:05great framework. But right now, I think the only
- 14:08thing that you can't do is doing nothing at all.
- 14:11Because right now the world is moving so quickly and every
- 14:14single leader must be completely ripping apart their processes
- 14:17and thinking about every opportunity to automate inside
- 14:20their product for their users 24/7.
- 14:23And this should be the only thing you're focusing on.
- 14:25So I'm recommending you have a read of that article and start
- 14:28to reflect on what you're going to automate in 2026.
- 14:31Anyway, that's it for me this week.
- 14:33I hope you enjoy this episode and I'll see you next week.