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Field notes from
running on AI.

What we learn running a company on an AI agent team, written up for teams deciding what to automate.

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Using AI to Sort Your Office's Shared Inbox Without Losing Control

A practical guide for Jacksonville and Orlando small businesses, including medical and dental offices, CPA firms, law firms and home service companies, on using AI to label and route shared inbox email safely, what it should never do on its own, and how to measure whether it saves time.

October 31, 2026 · 6 min read

AI Automation · October 29, 2026

How to Automate Invoice Data Entry for a Small Business, Safely

A practical guide for Jacksonville and Orlando small businesses, from medical and dental offices to CPA firms, law firms and home service companies, on using AI to pull vendor invoices into your books without losing control of who gets paid.

AI Automation · October 27, 2026

Using AI to Answer Google Reviews Without Creating a New Problem

A practical, secure way for Jacksonville and Orlando medical and dental offices, CPA firms, law firms and home service companies to use AI for Google review responses and review requests, with the privacy and FTC rules that matter.

AI Security · October 26, 2026

Before You Turn On Microsoft Copilot: Clean Up Who Can See What

Microsoft Copilot can surface anything a user already has permission to open. A practical permissions cleanup for Jacksonville and Orlando medical and dental offices, CPA firms, law firms and home service companies before rolling out AI.

Small Business · October 12, 2026

Before You Buy AI, Decide How You'll Know It Worked

Before adding AI or automation to your small business, set a simple baseline and pick a few metrics that matter: response time, missed calls, hours, errors, and handoffs.

Technical Tutorial · April 2, 2026

Building a CLAUDE.md That Actually Works

Most CLAUDE.md files are either empty or a novel. Here's how to write one that makes AI-generated code look like your team wrote it.

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