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Field notes

Field notes.

Field notes on the jobs a team still does by hand. Pick the note, then open the system that does that job.

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Current notes

Pick the note closest to the stuck step.

The goal is not more reading. The useful article helps name the repeated work, the missing proof, and the system path that may deserve attention.

  • AI Guides

    Can an AI Agent Write Client Status Updates?

    The question is whether a client update an agent drafts from your project ledger is accurate enough to send once a person has checked it, not before.

    • 10 min read
    • Oct 15, 2026
    Run the 90-second check
  • AI Guides

    In 2026, count the missed calls on your own phone.

    The question is how you count missed calls in 2026 on the phone you already have, before you quote anyone else's figure.

    • 5 min read
    • Oct 15, 2026
    Count this week's calls
  • AI Guides

    Check a booking system before it emails anyone.

    The question is which five checks to run before a booking system sends a confirmation to a real customer.

    • 5 min read
    • Oct 15, 2026
    Copy the five checks
  • AI Guides

    Hand off the task that stops when you are out.

    The question is which task stops when you leave, and how you hand that page to someone else.

    • 5 min read
    • Oct 15, 2026
    Copy the handoff page
  • AI Guides

    Multi-Channel AI Agent Setup: SMS, Voice, and Web Chat

    The question is whether one agent actually keeps its accuracy and memory once a customer moves from a text to a call, not just whether it can connect to both.

    • 9 min read
    • Oct 14, 2026
    Run the channel test
  • AI Guides

    AI Agents for Dispensaries: Menu Questions at Scale

    If a shopper or a chat agent asks whether something is still on the shelf, the job is answering that as reliably as the register would, not just as fast as a person would.

    • 10 min read
    • Oct 13, 2026
    Run the accuracy test
  • AI Guides

    AI Agent Monitoring: What to Log Before You Trust It

    The question is whether a quiet wrong decision gets caught by a person reading a log this week, or by a customer first.

    • 9 min read
    • Oct 12, 2026
    Read the breakdown
  • AI Guides

    AI Agents vs Hiring a Virtual Assistant

    The question is which tasks on your list have one right answer an agent can own, and which ones still need a person's judgment.

    • 9 min read
    • Oct 11, 2026
    Compare the two paths
  • AI Guides

    AI Receptionist Alternatives Worth Considering

    The question is which of the six ways to answer a call fits your volume and how many of those calls actually need a person's judgment.

    • 9 min read
    • Oct 9, 2026
    Get the decision list
  • AI Guides

    AI Agent Quote Generation: What It Gets Right and Wrong

    The question is which lines of a customer quote an agent can draft alone, and which ones still need a person checking the numbers first.

    • 9 min read
    • Oct 6, 2026 · Updated Oct 15, 2026
    Copy the quote checklist
  • AI Guides

    AI Agent Guardrails: What to Build Before Go-Live

    Before an operations agent gets write access to anything a client can see, the job is naming the spend caps, the approval list, and who the escalation actually reaches.

    • 10 min read
    • Oct 5, 2026
    Get the guardrail list
  • Field Notes

    How to Budget for Your First AI Agent

    If the quotes for a first agent do not describe the same job, this note is how to size the work before you agree to a build.

    • 10 min read
    • Oct 4, 2026 · Updated Oct 5, 2026
    See the cost drivers
  • AI Guides

    AI Agent Ad Creative: Variants, Testing, and the Catch

    When the ads need another version, the job is drafting the variants and keeping any new claim for a person to approve.

    • 10 min read
    • Oct 3, 2026 · Updated Oct 5, 2026
    Copy the variant brief
  • AI Guides

    How to Prevent AI Agent Hallucinations

    When an agent might state something your business never said, the job is catching that before a customer reads it.

    • 9 min read
    • Sep 30, 2026
    Run the QA list
  • AI & Automation

    Superintelligence: What the White House SI Order Really Means

    If a federal order about superintelligence is in the news, the question is what it changes for a business that is not a lab.

    • 27 min read
    • Sep 30, 2026
    See where this lands
  • AI Guides

    Can AI Agent Keyword Research Handle Clustering Too?

    The question is whether an agent can group the keywords, and whether someone still has to check those groups before they shape a page.

    • 10 min read
    • Sep 29, 2026 · Updated Oct 5, 2026
    Run the spot check
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