Free checklist

The 4 Boring Layers

A checklist for back-office tasks AI can automate without replacing staff.

Start with the back-office tasks that repeat every week and follow clear rules. Run one of yours through the four layers and see if it is a good first task.

What's inside

  • Questions for each layer: rules, workflows, connected systems and reading documents.
  • When to add AI: only where the input is messy, checked with fixed rules, with unclear cases sent to a person.
  • A “score your process” box to pick a good first task.
Page 1 of The 4 Boring Layers checklist: four boxes, Rules, Workflows, Connected systems and Reading documents, each with three tick-box questions.

The four layers, in short

Rules

“If the invoice is over this amount, a manager signs.”

Workflows

The same steps, in the same order, every time.

Connected systems

Connections between the systems you already have, so nobody retypes.

Reading documents

Pulling the numbers off a supplier statement.

From the post: The boring layers are the safe layers.