Which task should you automate first?
A one-week method to list your recurring tasks, score them with a simple grid and pick a safe first candidate, or decide it is not time yet.
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Each guide starts from a specific problem seen in businesses around here, shows a method, and ends with a template to copy and the limits to keep in mind. Enough to decide or experiment, with or without us.
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Where to start
8 guides
Rule, AI step or AI agent: what do you actually need?
Tell a rule, an AI step in a fixed workflow and an AI agent apart, pick the simplest option that works, and know when not to automate at all.
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Write an AI brief that gets a usable answer
A reusable brief structure for ChatGPT, Copilot, Gemini or Claude, with a before and after example and a simple way to improve it over a few tries.
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Automate with human approval and stay in control
Where a person should approve, what the approval request must show, and how to handle rejections, silence, duplicates and outages before going live.
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Business data and AI tools: what to check before you connect anything
The questions to ask before putting client information into an AI tool or connecting it to your systems, and what to do with the answers.
Read the guideEnter it once, use it everywhere: how to stop double data entry
Trace one piece of information through your business, give it a single home, then remove the copies, starting with the simplest fixes.
Read the guideProject management: choose a tool, or decide you don’t need one
Start from what is going wrong, move up one level of tooling at a time, write the ground rules, then test on a real project before you commit.
Read the guideOne ERP or your current tools, connected: how to decide
Spot the signals that lean toward an ERP or toward connected tools, count the full cost on both sides and test each option on your real operations.
Read the guideWhat about your business?
If one of these topics matches a process you want to automate or an AI agent you have in mind, let’s talk. The first conversation is free and is where we judge whether the topic deserves a project.