Practical notes on AI automation.

Practical notes on AI agents, automation and the work behind them: how to scope a pilot, what to ask a vendor, and what to watch out for.

• Ten questions to ask before an AI vendor gets access to your CRM. An agent that books meetings and updates deals needs real access to customer data. These are the questions we would ask on your side of the table.
• How to scope an AI agent pilot that your finance team will sign off. Most AI pilots fail the budget conversation, not the technical one. Pick one conversation, measure it first, and agree in advance what success looks like.
• WhatsApp automation: what pays off, and what gets your number banned. The use cases that pay for themselves, the WhatsApp Business API rules that catch people out, and when another channel is the better choice.