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Quanta's engineers performed manual bookkeeping, a practice they called "engineers as bookkeepers." This forced immersion into the domain's deep complexities and edge cases, leading to a far more robust and effective automation product than if they had worked from a spec sheet.
Assembled initially replaced a manual spreadsheet process. Their success came from understanding the spreadsheet was a symptom of deeper pains like headcount planning, real-time dashboards, and agent utilization. The real value was in solving these complex operational problems, not just digitizing a spreadsheet.
Tock rejected traditional focus groups and instead embedded its software engineers directly into restaurants to work shifts as hosts. This forced immersion gave the engineering team firsthand experience with the end-user's pain points, leading to a far more intuitive and effective product than surveys could produce.
Before automating a manual process, leaders should deeply engage with the people on the line. These operators possess invaluable, often un-documented, knowledge about process nuances and potential failure modes that are critical for a successful automation project.
Rather than programming AI agents with a company's formal policies, a more powerful approach is to let them observe thousands of actual 'decision traces.' This allows the AI to discover the organization's emergent, de facto rules—how work *actually* gets done—creating a more accurate and effective world model for automation.
Before building expensive hardware, validate your automation concept by having a person simulate the robot's functions and limitations. This low-cost method tests the system workflow in a real environment, uncovering hidden requirements and process flaws before a single line of code is written.
Before writing code, manually perform the customer's workflow as a service. This unsexy approach ensures you deeply understand the process, enabling you to build a superior automated solution later. It's about fulfilling the task first, then building the software.
Before building a complex feature, validate its value by manually creating the desired output for customers. The Buildots team used Excel to generate performance insights from their data. Only after seeing customers act on these manual reports did they productize the feature.
When a senior engineer couldn't get a complex system working, the guest solved the problem by taking home thick manuals and reading them multiple times. This shows that the often-neglected practice of mastering documentation can unlock solutions that elude others.
Instead of engineering complex solutions for every possible edge case upfront, Quanta's team wrote code that would simply ping a human on Slack when a rare event occurred. This "human-in-the-loop" approach is a massive mindset shift that allows for much faster initial product development.
To build an effective AI product, founders should first perform the service manually. This direct interaction reveals nuanced user needs, providing an essential blueprint for designing AI that successfully replaces the human process and avoids building a tool that misses the mark.