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.
AI Agent Handoffs: The Escalation Pattern SMB Teams Need Before Launch
AI agent human handoff is the part of customer-facing automation that most teams underdesign. This guide shows SMBs when to escalate, what context to package, and how to make handoffs feel smooth instead of disruptive.
Read the noteCRM-First AI Prospecting: How to Choose AI Prospecting Tools With CRM Integration Without Wrecking Your Data
AI prospecting tools with CRM integration can save teams hours, but only if the CRM stays the system of record. This practical checklist shows how to test sync, deduplication, field mapping, and pilot success before your data gets messy.
The Solo Founder Automation Ladder: What to Automate First, Second, and Never
Solo founder AI workflows work best when they follow a clear order of operations. This guide shows what to automate first, second, and never, so the system reduces load instead of becoming another job.
Fractional AI Officer Pricing: What Small Businesses Should Expect in 2026
Fractional AI officer pricing makes more sense when you buy outcomes, not an impressive title. Here is what small businesses should expect from the role, the pricing models, and the cost drivers before they sign anything.
One Customer Agent or a Mess of Bots? The Cross-Functional AI Strategy Question Most SMBs Miss
Customer agent strategy matters when AI shows up across marketing, sales, onboarding, and support. This guide shows SMBs when to unify customer-facing AI, when simple handoffs are enough, and how to avoid creating a mess of bots.
AI Lead Generation Agents: How B2B Teams Use Them Without Wrecking Pipeline Quality
An AI lead generation agent should improve enrichment, scoring, and handoff, not flood your CRM with junk. This guide shows B2B teams how to use an agent without sacrificing pipeline quality.
What’s the Best AI Assistant for Small Businesses? Start With the Job, Not the Model
The best AI assistant for small businesses depends on the job you need done, not the model name on the homepage. Use this guide to match assistant types to real work, your tool stack, and your oversight needs.
MCP Servers for Business Workflows: What They Unlock, and What to Avoid
MCP servers for business workflows help AI agents move from chat to real work across your business systems. This guide explains where they create value first, what risks to avoid, and how to roll them out without a permission mess.
AI Agent Guardrails: The Small-Business Checklist Before You Automate Anything Important
AI agent guardrails matter most when a system touches customer data, money, or core operations. Use this small-business checklist to set approvals, alerts, logging, and rollback paths before you automate anything important.
The Best No-Code AI Agent Builders for Business Teams in 2026
The best no-code AI agent builder depends on who owns the workflow after launch, not just who can assemble a flashy demo. Use this guide to compare builders by integrations, oversight, observability, and business fit.