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Stop guessing which practice tasks to automate or hand to AI

A free worksheet for dental practices. One task, nine questions: whether it should be a system, an automation, an AI task, or an AI agent — and how not to over-build it.

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Preview of The Leverage Ladder: a four-level figure from System up to AI agent, above a nine-row grid where you tick one answer per row across four columns.

The Leverage Ladder

Two pages. Page one: the four levels — system, automation, AI task, AI agent — and a nine-question grid. Tick one answer per row, total the columns, and the tallest column is the level to build this task at. A tie-breaker catches the most common mistake: automating a process nobody wrote down. Page two: the four checks to run before you build at that level.

Work out what to build first

One task, nine questions, before you spend a dollar building it.

Get the Ladder