The Success Path
Overview of all levels, from the first move to the gate out. Open a level for more detail.
LOOKING FOR USE CASES
“AI sounds interesting, but I don’t know how I’d use it.”
Ask one work question in Claude, ChatGPT, or Perplexity instead of Google.
One kept output. You used a chat AI on real work and the result beat what you would have written alone.
Chat: Get advice.
“I use ChatGPT to research topics faster. It consistently saves me time.”
Write your “who I am, how I want responses” paragraph where the AI reads it every time.
Personal OS. A context file the AI reads every session, plus a live connection to one real work system.
Docs: Get personalized consumables.
“I stopped pasting context in. It reads our real docs, and what I teach it, my team gets too.”
Brief the AI with your last three calls and the CRM before you draft anything.
Team OS. Someone else pulled your context into their own work without being told it was there.
Work: AI completes tasks for you to modify.
“I have AI doing work for me. The tedious stuff is taken care of.”
Package the task you have been asked for twice into a skill, and tell one person to try it.
Function OS. Three shared skills teammates reach for unprompted, and one workflow that chains two tools.
Auto: AI systems get work done for you.
“My job is to build the system that makes the output, not the output.”
Add a second agent with a different role to your weakest skill, then watch one cycle without intervening.
Agent OS. A system felt by two functions outside your own, and one workflow whose outputs you no longer touch.
Grow: AI builds systems driving outcomes across teams.
“Across teams, things just run. Gaps get flagged before I see them.”
Give an agent the outcome and the definition of done, not the steps.
Company OS. Five days fully off, and your systems advanced goals with no rollback and no fire-fighting.





