Deciding What to Automate Introduction 12 steps, no labs

How to tell which work is worth handing to an agent

Four things you can do with a task, three questions in the order that decides, and why the shape that looks worst is usually the one to augment.

There are four things you can do with a task, not two.

What you are buying is not the doing. It is the doing minus what it takes to find out whether the result is right — and that second cost is the one that did not fall, because checking needs somebody who knows the domain well enough to recognize a wrong answer.

Which means the decision is not automate-or-not. It is one of four, and how cheaply you can check the result decides which. This volume is twelve short steps on getting that assignment right. It assumes you have read nothing else in this series.

one column collapses. The total barely moves doing it checking it what it costs you collapses unchanged and this is what you buy the proposal quoted the first column and called it the saving. every number in it is right. the arithmetic is not the error.
The spine of the volume: automation collapses one of the two costs and leaves the other where it was, so the total falls far less than the proposal claims.
What moves: the cost of doing the work collapses while the cost of checking it does not move at all, so the total falls only a little.

The four

the dispositionwhat it means
automatethe agent does it, and you check the result cheaply — or a machine does
augmentthe person keeps doing it and the agent helps; the checking rides along with the doing
removethe step should not exist. Automating it would make the workflow permanent
leave alonenone of the above is worth the change. The default, and it needs saying

The most common wrong answer in this subject is no given to a task that should have been augmented. High volume and expensive checking looks like the worst possible candidate, and it usually means the person should keep doing the work with the agent helping — because then nobody has to rebuild the context, and the checking cost does not arise at all rather than merely shrinking.

And the highest-leverage page is not about agents. Some steps on your list should not exist. Automating one of those makes it permanent, because now a schedule and a downstream job depend on it — so it becomes harder to delete than it was when somebody was doing it grudgingly by hand.

What you can do afterward

Read a proposal for the cost it left out. Ask the one question that gets you that cost. Assign one of four words to every candidate on your list and defend it. And add four lines to any proposal you are handed, answerable by people already in the room.

The four dispositions, the three questions and the four missing costs are on one page you can print.

Every term this page uses

disposition
Which of the four things you are going to do with a particular task: automate, augment, remove, or leave alone.
augmentation
The person keeps doing the work and the agent helps. The checking rides along with the doing rather than happening afterward, by somebody else.
checking cost
What it takes to find out whether a result is right. The cost proposals leave out, and the one that did not fall.
reach
How much is affected when the answer is wrong.
detection delay
How long before anybody notices a wrong answer. Multiplied by reach, this is the risk.
drift
The slow way an automated thing stops matching the world around it, without ever breaking.
kill condition
The result, stated in advance, that ends a trial. Without one a trial does not end — it stops being discussed.
maintenance
The standing cost of keeping an automated thing working after it is built.

Taken as already known, and so not defined here: agent, model, task, queue, proposal. That list is a claim about who is reading, and it is printed so it can be argued with.