Do, Delegate, or Ditch: Customer Education AI Workflow Template
A practical framework for mapping what your team actually does and deciding where AI belongs in it before you touch anything.
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Most Customer Education teams don’t have an AI problem. They have a starting-point problem.
They jumped in, tried things, some of it worked, some of it didn’t… and now they’re running the same processes they were running before, just with more tabs open.
This template is the step most people skip. Before you build anything, automate anything, or convince your team to adopt yet another tool: you map the work. All of it. The tedious stuff, the things that could exist but don’t yet, and the wishlist items you’ve been quietly wanting for years.
Then you place each workflow on a two-axis map: how much can AI actually do this today, and how much does it genuinely require your judgment.
What you get out is a clear picture of where to move fast, where to stay human, what to build from scratch now that the barriers are lower (and what to stop doing entirely.)
WHAT’S INSIDE
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