Field Notes
Notes from the inside of AI & automation work.
Teardowns, working examples, and honest write-ups of what we learn shipping automations. No gated downloads, no sales pitch — just the notes we wish we'd had.
Beginner’s Guide to AI Agents for Business: How to Automate Tasks
Discover how AI agents move beyond simple chat to autonomous action. Learn how small businesses can use AI agents to automate workflows, research, and data entry today.
AI Finance Data Analysis: Best Prompts and Templates
Learn how to use expert AI prompts to automate financial analysis, reconcile accounts, and forecast cash flow with high-performance LLM templates for SMBs.
Top ChatGPT Alternatives for Business Automation in 2024
Discover the best ChatGPT alternatives for business workflows. Compare Claude, Gemini, and open-source LLMs to find the right AI tool for your specific automation needs.
How to Create an Internal Tool Using AI to Automate Workflows
Learn how to build custom internal tools using AI and LLMs. Increase team efficiency by automating data extraction, reporting, and customer support with low-code and APIs.
What AI is Best for Coding? Top 5 Tools Compared for 2024
Discover what AI is best for coding by comparing GitHub Copilot, Cursor, and Claude 3.5 Sonnet. Learn how to choose the right AI assistant for your specific dev workflow.
Zapier vs Make: Choosing the Best Automation Platform in 2024
A detailed analysis comparing Zapier and Make for SMBs. Discover which automation platform offers the best scalability, pricing, and technical capabilities for your business.
10 Best AI Tools for Finance Departments in 2024
Discover the best AI tools for finance departments to automate accounts payable, improve financial forecasting, and streamline expense management using modern automation.
Automated AI Workflows for Account Managers: Save 10 Hours Weekly
Streamline account management with AI automation. Learn how to automate meeting notes, client follow-ups, and monthly reporting to increase retention and focus on strategy.
Optimizing Workflows for Accounts Receivable Teams
Learn how modern Accounts Receivable teams use automation and API integrations to accelerate cash flow, reduce DSO, and eliminate manual data entry in their daily credit-to-cash cycles.
How to Use AI in Microsoft Excel: Maximize Your Data Efficiency
Learn how to leverage AI within Microsoft Excel to automate data analysis, generate complex formulas, and visualize trends with Copilot and built-in machine learning tools.
How AI Can Help Stop-Loss Teams Speed Up Underwriting and Claims
Discover how AI and API automation enable stop-loss teams at general agencies to accelerate underwriting cycles, improve claims accuracy, and scale operations without adding headcount.
Maintaining Data for Future Automation: A Strategy Guide
Learn how to structure your business data today to ensure seamless AI and API automation tomorrow. Discover naming conventions, validation, and storage best practices.
Why Upskilling Employees Beats Outsourcing AI Development
Discover why training your existing workforce in AI often yields better ROI than hiring external developers. Learn how to leverage internal expertise for sustainable growth.
Trump's Executive Order: Navigating New US AI Regulations
A deep dive into President Trump’s executive order on AI oversight, infrastructure protection, and the strategic implications for SMBs implementing automation technology.
How to Automate Insurance Claims Intake and Processing
Learn how small and medium insurance agencies use AI and API automation to reduce claims processing time by 70%, eliminate manual data entry, and improve the client experience.
Automate Monthly Reporting and Reconciliation for Finance Teams
Learn how small and medium businesses can eliminate manual data entry in finance workflows by using AI and API integrations to automate the monthly close process.
How to Build an Automated Customer Onboarding Workflow
Learn how to build a scalable, automated customer onboarding workflow using API integrations and AI to reduce manual churn and improve the overall client experience.
How to Automate Invoice Processing Using AI and API Integrations
Learn how small and medium businesses can eliminate manual data entry by combining AI-powered OCR with API automations to streamline their accounts payable workflows.
Workflow Automation vs AI Automation: Key Differences for SMBs
Discover the critical differences between rule-based workflow automation and generative AI. Learn how to combine both to scale your small business efficiency and output.
Top 10 Repetitive Tasks Every Small Business Should Automate in 2026
Discover the top 10 repetitive tasks small businesses should automate in 2026 to recapture billable hours, eliminate manual data entry, and scale operations using AI-driven tools.
How to Automate Incoming Deposit Recording for Major Banks
Learn how SMBs can automate bank deposit tracking across Chase, Wells Fargo, and Bank of America using API integrations and RPA to eliminate manual data entry in accounting.
AI in Insurance: How Brokers and TPAs Can Automate Growth
Discover how AI is revolutionizing the insurance industry. Learn how brokers and TPAs use automation to streamline claims, enhance underwriting, and improve client retention.
Future-Proofing Your Career Amidst AI Job Market Shifts
Discover how rapid AI adoption is reshaping the job market. Learn the specific skills and automation strategies you need to stay competitive in a changing economy.
By industry
Notes organized by where the work happens
Browse write-ups grouped by the industries we've worked in.
Manual data entry between email, QuickBooks, and client portals eats 15+ hours a week.
Read the notesQuotes take 3+ days to send and jobs get double-booked in spreadsheets.
Read the notesOrder issues and refund requests drown small support teams during sales.
Read the notesFront desk staff spend hours on appointment reminders and insurance verification.
Read the notesClient intake forms and document review pull paralegals away from billable work.
Read the notesAccount managers waste evenings stitching Looker, GA4, and ad-platform data into client decks.
Read the notesHot leads go cold while agents juggle MLS, CRM, and showing schedules.
Read the notesNew signups churn before they reach activation; support tickets pile up.
Read the notes