Field Notes · GetLatest AI
Field notes.
Practical notes on AI agents, AI marketing, and automation, from the team that runs this stack on its own companies first. What we learn, written down.
Small-Business AI Agent Features That Matter in 2026 (and Which Ones to Ignore)
Not all AI agent features are worth your time. This guide covers the three capabilities small businesses actually need for follow-up, scheduling, and cash collection.
Read the noteHuman-in-the-Loop AI Workflows: The Approval Rules Small Businesses Need Before They Automate
Human in the loop AI workflows help small businesses automate routine work without losing control over money, customer commitments, or sensitive records. This guide lays out approval points, escalation rules, and a simple three-tier model.
The Solo Founder AI Operating System: What to Automate First Before You Buy Another Tool
Solo founders do not need more tools. They need the right four automations in the right order. Here is the lean stack that keeps software spend under control while covering the core functions of a one-person business.
How a 3-Person B2B Team Should Evaluate an AI Lead Engine
An AI lead engine should do more than create activity for a lean sales team. This guide shows how a 3-person B2B team should evaluate an AI lead engine on qualification quality, CRM hygiene, reply quality, and rep time saved.
What a Fractional AI Officer Actually Fixes in the First 90 Days
A fractional AI officer should do more than recommend tools. This guide lays out what the role should actually fix in the first 90 days, from workflow audits and early automation choices to governance and ROI reporting.
The AI Lead Research Stack: What to Buy First, What to Skip, and How to Avoid Tool Overlap
Building a lead research stack? Here is the layer-by-layer buying guide that prevents duplicate spend and messy handoffs between your tools.
The First AI Agent a Service Business Should Deploy, and Why It Usually Is Not Sales
Most service businesses should not start with a sales bot. This guide explains why the first AI agent for small business use should usually handle intake, scheduling, missed calls, and follow-up instead.
AI Agent Platform vs Workflow Automation Platform: Which One Does Your Business Actually Need?
AI agent platform vs workflow automation is really a decision about fixed paths versus judgment, approvals, and context. This guide shows which business problems belong in each bucket and how to sequence both.
The Simple AI Automations Small Business Owners Actually Keep
Simple AI automations for small business owners should still feel useful after 90 days. This guide focuses on the low-maintenance workflows teams actually keep, like missed call capture, reminders, follow-up, and review requests.
Why AI Deals Stall After the Demo, and What to Fix Before the Pilot Dies
AI deal failure patterns usually show up after the demo, when ownership, metrics, integrations, and adoption plans are still fuzzy. This guide explains what to fix before kickoff so the pilot can survive the real world.