Guides
Practical reading before you start.
Short, specific guides on scoping AI agent pilots, setting agent permissions, sequencing automation, and choosing between workflow automation and AI agents. No invented case studies, just checklists and decision rules.
How to scope your first AI agent pilot
A practical framework for picking the right first AI agent pilot: how to choose the task, set boundaries, define success, and avoid the mistakes that stall most pilots.
AI agent permissions checklist: least privilege for agents
A practical checklist for scoping AI agent permissions with least privilege: what to grant, what to log, how to set approval gates, and how to review access over time.
Invoice processing automation: what to automate first
A practical order of operations for automating invoice processing: which steps to automate first, which to leave manual, and how to sequence the rollout safely.
Workflow automation vs AI agents: what is the difference
Workflow automation and AI agents solve different problems. This guide compares how each works, when to use which, and how they combine in practice.