Your bots need a management system

A single bot doing one job can get by with one good set of instructions. Add a second and third bot and things change. They need to agree on rules, hand work to each other and keep records the same way.

That's the point where you need a management system.

Why one instruction file isn't enough

With several bots, problems show up that no single bot's instructions can fix:

  • Bot A saves files one way, bot B another.
  • One bot drafts by default. Another doesn't.
  • A rule changes in one bot's file but not the others.
  • Nobody can say which bot's rules are "right."

These are system problems. They need a shared layer above each bot.

The four levels

LevelISO quality management systemBot systemWho reads it
1Quality manual and quality policyPrinciplesEvery bot
2ProceduresPlaybooksBots in that process
3Work instructionsSkillsThe bot doing that task
4Records (retained documented information)Saved files and logsAnyone checking the work

ISO doesn't require this exact layout. It's simply the layout most organizations use, and it fits bots well.

Level 1: principles

Short. A page at most. The rules every bot follows, whatever its job. Write only what makes your way of working different. See The seven principles, for bots.

Level 2: playbooks

How a whole process runs across bots and people. Who owns each stage, what goes in, what comes out, where the gates are. A playbook is where the map lives. See Map the process before you hire the bots.

Level 3: skills

How one task gets done. Steps, checks, version. See Work instructions are skills.

Level 4: records

The proof. Saved files and logs, kept in agreed places, not edited after. See Write it down or it didn't happen.

How the levels connect

  • Skills cite the principles they follow, rather than repeating them.
  • Playbooks name which skills each stage uses.
  • Records are produced by skills, in the places the playbook says.
  • One master copy of each, with a version. See The current version at the point of use.

A real example

Our AN Creation office is built this way. A shared core principles file that every bot reads, plus principles for specific roles. Playbooks and stage definitions for how projects move. About forty skills for specific tasks. A save skill and folder layout for records. A tester bot that audits it. A version file over the whole set.

It started with one bot and one instruction file. It grew into a system when the second and third bots arrived.

Thin is fine

A management system for three bots doesn't need to be a binder. A one-page principles file, two short playbooks and a handful of skills is a real system. Grow it when you have a reason to.

Where bots differ

People absorb culture: the unwritten rules. Bots don't. Anything that isn't written in the system, a bot doesn't know. That makes the system more important for bots than for people, and it means gaps show up faster.

What this means for you

  • When you add a second bot, write a shared principles file.
  • When work crosses bots, write a playbook.
  • Keep skills small and versioned.
  • Agree where records go.
  • Audit it now and then with a tester bot.

Computer intelligence is rediscovering the management system. You don't have to wait for it. You can build one now.