Field Notes

Practical notes on AI agent deployment.

Short essays on where agents fit, how teams should sequence implementation, and which technical choices actually change the operating model.

Implementation StrategyApril 30, 20268 min read

Agent Readiness Audits Before Workflow Automation

A field note on where AI agent readiness audit can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
Implementation StrategyApril 26, 20268 min read

Where AI Agents Actually Fit in Operations

A practical map for choosing the first agent workflow: start with operational friction, not with the model or framework.

Read note
Team PlaybookApril 23, 20268 min read

Customer Support Triage Agents That Keep Humans in Control

A field note on where customer support triage agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
OperationsApril 16, 20268 min read

Finance Close Agents for Evidence Collection

A field note on where finance close agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
Team PlaybookApril 9, 20268 min read

Revenue Operations Agents for CRM Hygiene

A field note on where revenue operations agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
OperationsApril 2, 20268 min read

Procurement Intake Agents for Better Purchase Requests

A field note on where procurement intake agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
Implementation StrategyMarch 26, 20268 min read

Security Questionnaire Agents for Sales Teams

A field note on where security questionnaire agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
Agent GovernanceMarch 19, 20268 min read

Compliance Evidence Agents for Audit Prep

A field note on where compliance evidence agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
OperationsMarch 12, 20268 min read

Vendor Onboarding Agents That Protect Approval Flow

A field note on where vendor onboarding agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note
OperationsMarch 5, 20268 min read

Invoice Exception Agents for Finance Operations

A field note on where invoice exception agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

Read note