List the outputs a role produces, have Claude sort them into automate, assist and human, pilot the AI items for two weeks with tasks in ClickUp, then write the job description and SOPs in Notion.
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Goal
Hire for the work AI can't do.
Connects through:
Not advice
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Steps
#
Who
What happens
How
Status
1
You
List the role's outputs with the person doing it today
Sorts them into automate, assist and human, with reasons and risks
AI platform
Confirmed
3
You
Set up a two-week pilot as ClickUp tasks with a reviewer
Human step
Confirmed
4
You
Write the job description and SOPs in Notion from the results
Human step
Confirmed
Confirmed means the vendor documents it (linked). It doesn't mean IonBin has tested it. AI-platform and human steps need no source.
Human approval
You decide the role design.
Watch out for
Changing roles can carry employment-law duties. This is not legal advice.
Starter prompt
Here are the outputs this role produces: {list}. Sort each into automate, assist (AI drafts, a person approves) or human. For each, give the reason, the data access needed and the main risk.
Written for this workflow. Paste it into your AI platform and adjust it to your situation.
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
ChatGPT
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Gemini
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Perplexity
Confirmed
No platform-specific connection: the steps run in the tools themselves (browser, upload or built-in).
Computed from the MCP and API steps only: "Confirmed" needs the tool's docs to name the platform and the platform to support the connection. Browser, upload and human steps work from any platform.
What we checked (2026-10-17)
In a March 2026 video, Alex Hormozi suggests writing down, for every hire you are considering, the four to ten things the person would actually do, then asking whether each one could live inside a workflow instead of headcount. That is a practitioner view rather than a study, and this workflow adds two safeguards: the person doing the work today helps write the list, because judgment and relationship work rarely shows on a task list, and the pilot uses timed baselines rather than guesses. See audit a role before you hire.
Set it up
With the person doing the work today, list the role’s outputs, not its duties.
Ask Claude to sort each output into automate, assist (AI drafts, a person approves) or human, with reasons and risks.
Time the current way of doing the automate and assist items, then set up a two-week pilot as ClickUp tasks with a named reviewer.
Write the job description around what remains, and turn the rest into SOPs in Notion.
Changing or removing roles can carry employment-law duties. This isn’t legal or HR advice.
