Notes from a faster loop
Practical writing on AI and automation for people who run things — no hype, no listicles, just what we'd tell you on a call.
What to automate in your finance close and what to leave alone
Monthly close is full of repetitive tasks that drain your finance team — and a few that will break badly if you automate them. Here is how to tell the difference.
What to automate in your renewal pipeline before the QBR
QBRs expose gaps in renewal prep. Here's where automation can do the legwork before the meeting — and where it will make things worse if you rush it.
How to know when an automation is ready to run unsupervised
Not every automation that works in testing is ready to run on its own. Here's the checklist we use before removing the human from the loop.
How to use AI to prep your team for renewal calls
AI can pull together account history, usage signals, and risk flags before a renewal call. Here's how to build that prep workflow without letting it replace judgment.
When to build vs. buy automation tools for your ops team
Build or buy is the wrong question. Here's the framework mid-market ops teams should use to decide — and the signals that tell you which choice you'll regret.
How to document a process before you automate it
Automating an undocumented process locks in your worst habits. Here is a repeatable method to map what actually happens before you build anything.
What to automate in your sales follow-up and what not to
Not every part of sales follow-up should be automated. Here's how we think about the line between what a workflow should handle and what a rep must own.
How to choose your first automation without wasting a sprint
Most teams automate the wrong thing first. Here is a repeatable way to pick the highest-leverage workflow before you write a single line of logic.
When to hand off from AI to human in a sales workflow
AI can qualify, follow up, and route leads — but there are 5 specific moments in a sales workflow where human handoff isn't optional.
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