Atlas Mutual Financial

AI Work Discovery

A short guided conversation helps School16 understand where teams are spending time, getting stuck, or seeing opportunities. Inputs become themes — themes become Build Sessions.

Talk to the AI Discovery Agent

Have a short guided conversation about your role, recurring tasks, and where AI might help. Your input helps School16 identify common opportunities across your team.

Sample questions
  • · What part of your job takes more time than it should?
  • · What information do you repeatedly search for or summarize?
  • · What work would you improve if you had a reliable AI assistant?
  • · Where do mistakes or delays usually happen?
  • · What tools do you use every day?
What we're hearing from the team

Based on 15 discovery conversations across Sales, Customer Success, and Operations, the most common opportunities are:

  • Renewal prep takes too long
  • Sales follow-up quality varies by rep
  • Weekly reporting is manual
  • Teams are unsure what data can be used in AI tools
  • Team leads want clearer examples of approved AI workflows
Conversations completed
15
Teams represented
3
Common opportunity areas
5
Recommended Build Sessions
3
Recommended first Build Sessions
  • Build
    Customer Success: Renewal Prep Brief
  • Build
    Sales: Proposal Drafting Assistant
  • Build
    Operations: Weekly Status Roll-up