Notes from active work
Automation teardowns, implementation notes, and honest measurements from things we have shipped.
- FIELD GUIDEOct 22, 2026
Five red flags in AI sales pitches, and the question that exposes each
A field guide for practice owners and office managers hearing 'AI-powered' from every vendor: five claims that should make you nervous, and one question for each that cuts through it.
- #ai
- #healthcare
- #field-guide
- AUTOMATION TEARDOWNOct 22, 2026
Automation Teardown #6 — dental claim denials
Insurance denials in a dental office: how we'd build an agent that decodes the letter, drafts the appeal, and waits for a person to approve, plus what it does when it can't read the letter.
- #automation
- #teardown
- #dental
- AUTOMATION TEARDOWNOct 22, 2026
Automation Teardown #7 — the dental recall list
Overdue cleanings and unscheduled treatment: how we'd build an agent that combs the patient list weekly, drafts personal messages, and lets the front desk approve them in minutes.
- #automation
- #teardown
- #dental
- FIELD GUIDEOct 22, 2026
After-hours AI intake for clinics — a HIPAA-aware field guide
What it actually takes to put an AI intake assistant in front of patients after hours: the BAA chain, minimal data collection, a crisis path that doesn't depend on the AI alone, and a phased pilot.
- #ai
- #healthcare
- #field-guide
- FIELD GUIDEOct 22, 2026
There's no such thing as "HIPAA certified." Here's what to ask for instead.
Why 'HIPAA certified' is a red flag in a software pitch, what a Business Associate Agreement actually does, and five questions to ask any vendor before patient data touches their product.
- #healthcare
- #hipaa
- #field-guide
- AUTOMATION TEARDOWNOct 20, 2026
Automation Teardown #5 — e-commerce
Routine support tickets for e-commerce stores: how we'd build an agent that resolves the repeat questions from real order data, flags the rest for a person, and what it honestly saves.
- #automation
- #teardown
- #ecommerce
- FIELD GUIDEOct 16, 2026
The ten-minute Google Business Profile checkup
Three things every local business owner should check on their Google Business Profile this week: verification, hours, and the website link. Ten minutes, no cost.
- #local-seo
- #google-business-profile
- #field-guide
- FIELD GUIDEOct 15, 2026
Is your website losing leads? A checklist for small businesses
Six checks that catch the most common ways a small-business website quietly loses leads, what each fix costs, and how to tell when it's time to redesign instead of patch.
- #websites
- #seo
- #field-guide
- HOW WE WORKOct 12, 2026
How we use AI: most of the work, none of the sign-off
AI does 60–80% of the work on our projects. Here's what it does, and the 20–40% that decides whether software is actually good, which doesn't automate.
- #ai
- #process
- #how-we-work
- ONE CHORE, GONEOct 7, 2026
One chore, gone #1 — the new-inquiry shuffle
The copy-paste-and-email routine that follows every contact-form submission, what an automation does instead, and the part that should stay with a person.
- #automation
- #one-chore-gone
- #small-business
- AUTOMATION TEARDOWNOct 5, 2026
Automation Teardown #4 — real estate
Inquiry response for real estate teams: how we'd build an agent that answers, qualifies, and routes leads with the paperwork already pulled, what stays human, and honest sizing.
- #automation
- #teardown
- #real-estate
- FIELD GUIDESep 15, 2026
AI automation consulting for small businesses — what it is, what it costs, what to skip
What AI automation consulting actually buys a small business: which workflows to automate first, honest cost shapes, and the red flags to walk away from.
- #automation
- #consulting
- #field-guide
- FIELD GUIDESep 12, 2026
MVP development for non-technical founders — a buyer's guide
How to hire a developer for your MVP when you can't review the code: what to prepare, fixed scope vs. hourly, what AI changes, and the questions that protect you.
- #mvp
- #founders
- #field-guide
- BUILD NOTESAug 24, 2026
Building the /discuss assistant — the model was the easy part
The AI assistant on our own site: a deterministic scoping script, hard spend caps, layered rate limits, deletable transcripts, and a red-team suite that gates every release.
- #ai
- #build-notes
- #assistant
- AUTOMATION TEARDOWNJul 24, 2026
Automation Teardown #3 — professional services
New-inquiry intake for professional services firms: how we'd build the agent, what stays human, and honest sizing on the hours it saves.
- #automation
- #teardown
- #professional-services
- AUTOMATION TEARDOWNJul 21, 2026
Automation Teardown #2 — agencies
The Friday client report for agencies: how we'd build the agent, what stays human, and honest sizing on the hours it saves.
- #automation
- #teardown
- #agency
- AUTOMATION TEARDOWNJul 17, 2026
Automation Teardown #1 — recruiting
Application screening for recruiting and staffing teams: how we'd build the agent, what stays human, and honest sizing on the hours it saves.
- #automation
- #teardown
- #recruiting