- Turns meeting decisions into tasks with owners and deadlines
- Takes routine tasks itself and reports back
- Reminds before a deadline, escalates after it
Leadership
Tasks
A task always belongs to a case, so nobody asks “what is this about”. Agents take tasks the same way people do, with a deadline and an owner who checks the result.
- Every employee
- Team leads
Head of operations desk: an example desk
Head of operations deskZarvane Trading Group
From the meeting record
Weekly meeting: 6 decisions to turn into tasks
Today
- Orchestrator
- Orchestrator
- Planning expert
Prepared by the operations copilot
Checking the case…
- Each decision matched to a case
Meeting record, 14 Oct - Owners taken from the operating model
Roles and desks - No date clashes with current load
Task board
Your decision
The signature move
No result, no task
A task can be assigned only when it has an owner, a result to deliver, the fact that closes it and a date. An agent can be the owner.
Who does what
- Accepts or reassigns the task
- Checks what an agent delivered
- Closes the task
How a case moves
- 1Decision recorded at a meetingPerson
- 2Tasks created with owners and datesAgent prepares
- 3Owner confirms the taskPerson
- 4Reminders and escalationSystem
- 5Result checked and task closedPerson
Every decision has a task, every task has an owner and a date, and nothing lives only in a chat.
Tasks: questions
What does the Tasks module do?
A task always belongs to a case, so nobody asks “what is this about”. Agents take tasks the same way people do, with a deadline and an owner who checks the result.
What does the AI agent do in Tasks?
Turns meeting decisions into tasks with owners and deadlines. Takes routine tasks itself and reports back. Reminds before a deadline, escalates after it.
What is always decided by a person in Tasks?
Accepts or reassigns the task. Checks what an agent delivered. Closes the task.
How does a case move through Tasks?
1. Decision recorded at a meeting; 2. Tasks created with owners and dates; 3. Owner confirms the task; 4. Reminders and escalation; 5. Result checked and task closed. Result: Every decision has a task, every task has an owner and a date, and nothing lives only in a chat.
Start with one process
Eight things that happen in most organisations. Swipe right if it happens in yours. Your map shows where agents should start.
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