Before you automate: deciding what to fix first
The first automation you build matters more than the tenth. A practical way to sequence the work so the early wins fund the harder ones.
2 min read28 July 2026
Insights for revenue and operations leaders.
Short, practical articles on using AI in production — each with example metrics and risks to consider.
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03 articles
Anatomy of a quote-to-invoice workflow that runs itself
The stages between “can you quote this?” and money in the bank — and which of them an automated workflow can genuinely own.
2 min read14 July 2026After-hours calls: what a voice agent should handle
Missed calls after close are quiet revenue leakage. What a voice agent should answer, book and escalate when nobody is at the desk.
2 min read30 June 2026
All articles
10 entries
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- Strategy and governance28 July 20262 min read
Before you automate: deciding what to fix first
The first automation you build matters more than the tenth. A practical way to sequence the work so the early wins fund the harder ones.
- Agents and workflows14 July 20262 min read
Anatomy of a quote-to-invoice workflow that runs itself
The stages between “can you quote this?” and money in the bank — and which of them an automated workflow can genuinely own.
- Voice agents30 June 20262 min read
After-hours calls: what a voice agent should handle
Missed calls after close are quiet revenue leakage. What a voice agent should answer, book and escalate when nobody is at the desk.
- Strategy and governance16 June 20262 min read
Building AI systems that teams trust
How to design governance frameworks that enable rapid deployment while managing risk and maintaining team confidence.
- Agents and workflows2 June 20262 min read
Designing hand-offs: where automation gives work back
Automated workflows fail loudest at the moment they pass work to a person. How to design hand-offs that carry context instead of dropping it.
- Tools and stacks19 May 20262 min read
Build, buy or wire together: choosing an automation stack
Custom build, off-the-shelf product or workflow glue — a decision path for choosing the stack your automation actually needs.
- Agents and workflows5 May 20262 min read
When to automate and when to assist
Decision framework for choosing between full automation, human-in-the-loop and augmentation approaches for revenue workflows.
- Voice agents21 Apr 20262 min read
Making a voice agent sound like your business
A voice agent represents your business on every call it takes. How to shape its vocabulary, tone and manners so callers recognise you.
- Operations and adoption7 Apr 20262 min read
Getting your team to actually use the system
The system works; the team routes around it. Why adoption fails after go-live and the operational moves that turn usage around.
- Tools and stacks24 Mar 20262 min read
Voice agent platforms compared
Practical comparison of voice AI platforms for enterprise use cases including latency, integration and compliance considerations.