Insights
Practical AI. Real Business Processes.
Ideas, examples, and real-world workflows showing how AI, automation, and business systems can work together to solve practical business problems.
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Draining the Swamp: Why I Built an AI Librarian and Chief of Staff
Years ago, I worked for a boss from the American South who had a wonderful way of explaining complicated business problems using simple Southern expressions. One of his favourites was about alligators and swamps. “You can’t drain the swamp when you’re up to your ass in alligators.” It always reminded me of an episode of…
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The 10 Scariest Things About AI Agents
And how to keep them from haunting your business AI agents can now read emails, research customers, update CRM records, prepare quotations and even process financial transactions. That’s exciting, but giving software the ability to make decisions and take actions independently also introduces some risks that aren’t immediately obvious. As I’ve been developing AI agents…
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At What Level Are You Using AI in Your Company?
At the beginning of this summer, I gave myself a fairly ambitious objective. I wanted to figure out how far I could realistically take AI inside my own company. Like a lot of business owners, I had already been using ChatGPT for a while. I used it to research questions, work through ideas, write emails,…
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I Built a Virtual Version of My Client to Help Design Her Website
I have worked with Wendy for a long time. For years, she ran an online retail business, and I helped with the website, ecommerce, marketing and all of the usual things that go along with running a business online. Recently, Wendy decided to take the business in a very different direction. The new business is…
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Where Does AI Actually Fit in a 3PL Operation?
There is a lot of discussion about AI in transportation and logistics right now, but much of it is still fairly abstract. Companies are being told they need an AI strategy, AI agents, AI assistants or some new piece of AI software. I think there is a much simpler way for a 3PL to look…
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AI-Assisted POD Processing for 3PLs: From Email to Ready for Invoicing
For many 3PLs, the physical movement of freight is only part of the job. Once a shipment is delivered, there is still an administrative chain that has to happen before the customer can be invoiced. The Proof of Delivery has to arrive, someone has to review it, identify the correct shipment, attach the document to…
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How AI Can Triage Support Cases, Surface Answers, and Escalate the Right Issues
A practical example of how AI can analyze support cases, detect urgency and customer sentiment, surface approved knowledge-base answers, and escalate the issues that need human attention.
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Turn Trade Show Business Cards Into Follow-Up Before You Leave the Show
A practical example of how AI and automation can turn a photographed trade-show business card into a CRM lead, research the prospect, and prepare faster follow-up.
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How AI Can Turn a Bare CRM Lead Into a Useful Sales Opportunity
A practical example of how AI, CRM integration, web research, and automation can turn a bare lead record into useful sales context, qualification insight, and call preparation.