Read for the workflow
Look for the task that repeats every week: sales follow-up, marketing operations, client updates, reporting, content review, qualification, routing, or data cleanup.
- Repeated work
- Source material
- Owner
Blog category
AI field notes
Opinion pieces, predictions, and industry commentary from the people doing the work Use the notes to sharpen the workflow question before choosing strategy, an agent, or a custom system.
Direct answer
Use the notes to choose the next system
Opinion pieces, predictions, and industry commentary from the people doing the work The useful question is not whether AI is interesting. The useful question is which repeated workflow needs a better input, owner, review step, handoff, or operating view before the business should build anything.
Separate signal from noise
A good article should make the decision sharper. It should show what AI can prepare, what a person should approve, and what information is missing.
- AI role
- Human gate
- Missing facts
Choose the path when ready
If the same gap keeps appearing across articles, connect it to the right next page so the build path can be judged with business context.
- Strategy
- Agent
- Custom system
Articles
Keep the reading tied to the operating decision
The article should help answer one question: what needs to move before a system is worth building?
Jan 31, 2026
Build vs Buy AI
Do not decide whether to build or buy AI in the abstract. Name the revenue workflow, source systems, owner, stop rule, and proof metric first.
- 22 min
- Field Notes
Jan 3, 2026
Why AI pilots fail
Most AI pilots do not fail because the model is weak. They fail because the buyer path, CRM evidence, owner, and weekly revenue decision were never made explicit.
- 8 min
- Field Notes
Jan 17, 2026
Cost of waiting
The cost of waiting is not a generic AI benchmark. It is the value lost when a visible workflow path keeps breaking and nobody turns it into an owned workflow.
- 7 min
- Field Notes
Jun 15, 2026
Claude as a business OS
Most AI tools forget the business after each chat. A useful Claude setup keeps context, runs repeatable work, and makes the next run smarter.
- 12 min
- Field Notes
Jun 23, 2026
How to Win Clients
80% of B2B buying happens without vendor contact (Gartner, 2025). Win clients by leading with a free AI system scan, not a meeting request.
- 12 min
- Field Notes
Questions answered
Field Notes questions
Category pages should be useful answer surfaces, not only archives. These short answers clarify how to use the articles.
What is this Field Notes category for?
Opinion pieces, predictions, and industry commentary from the people doing the work The notes should help a buyer decide what workflow, handoff, source material, or review step deserves attention before choosing AI Strategy, AI Agents, Custom AI Systems, or Conversion Skills.
How should a team use these Field Notes articles?
Use the articles as operating context. The goal is to clarify the repeated work, the owner, the input quality, the human review gate, and whether the issue is worth planning as an AI system.
When should a reader move from article research to a build conversation?
Move from research to a build conversation when the problem is repeated, valuable, tied to real source material, has a team owner, and needs a clear recommendation about strategy, an agent, a custom system, cleanup, or wait.
How to use this category
Turn reading into a build decision
Use the category as a working library. Pick one article, name the repeated task it describes, then compare that task to your own tools, examples, review habits, and customer promises before deciding whether AI should touch it.
Before
Write the current workflow
Name the trigger, owner, source material, tool, approval step, and business result. If the workflow cannot be written clearly, the system is not ready to build.
During
Look for the useful agent boundary
The first AI system should prepare, organize, draft, score, summarize, route, or report. It should leave sensitive customer promises and final decisions to a person.
After
Choose build, cleanup, or wait
A good reading session ends with a practical next step: plan a focused system, clean the inputs first, or wait until the business case is sharper.
Next step
Find the gap first
Start with the repeated work, the source material, and the business result. Then choose strategy, an agent, or a custom AI system.
Choose the AI path