Insights
Notes for teams doing the work between systems.
Plain, specific writing on where AI fits in operations, where a person reviews it, and what it should not do.
Strategy
Your Team Is the Integration Layer: A Practical AI Readiness Check
If people copy data between Salesforce, HubSpot, Microsoft 365, and your ERP every day, they are your integration layer. A short check for where AI can help first.
For: Operations leader · 2 min read · November 10, 2026
Strategy
What an AI Readiness Audit Should Actually Examine
A readiness audit should look at data access, system connections, review capacity, and ownership, then end with a scoped pilot. Here is what to expect.
For: Operations leader and IT lead · 1 min read · November 10, 2026
Workflows
Document Extraction That Updates the System of Record
Invoices, forms, and purchase orders can be read, checked against rules, reviewed by a person, and written to your ERP. How the workflow fits together.
For: Controller or operations leader · 1 min read · November 10, 2026
Agents
What Your AI Agent Is Allowed to Do: APIs, Guardrails, and Escalation
Agents should act only through approved APIs, within written limits, and hand off to a person when unsure. Our operating rules for agents, stated in public.
For: IT lead or security lead · 1 min read · November 10, 2026