Field Notes
Practical notes on AI agent deployment.
Short essays on where agents fit, how teams should sequence implementation, and which technical choices actually change the operating model.
Sales Tax Exemption Certificate Packets for Tax Operations
A sales tax exemption certificate agent should compare each certificate to the sourced invoice, name every gap against the state's form and clock, and route the tax decision. It should not zero-rate the invoice or accept an exemption on its own.
FMLA Leave Designation Packets for HR Operations
An FMLA leave designation agent should assemble eligibility, certification, and clock facts into a review record. It should not designate leave, deny protection, or close a medical file on its own.
I-9 Employment Eligibility Verification Packets for HR Operations
An I-9 employment eligibility verification agent should assemble a review record, watch Section 2 and reverification clocks, and route attestation. It should not sign Form I-9 or close an E-Verify case on its own.
Sanctions Screening Agents for Order and Payment Holds
A sanctions screening agent should compare counterparties to current restricted-party lists, assemble a match file, and hold the order or payment until a named owner decides. It should not clear a hit, block property, or file an OFAC report on its own.
W-9 TIN Matching Packets for 1099 Vendor Tax
A W-9 TIN matching agent should compare each payee name and taxpayer identification number to IRS records, draft the solicitation, and route the tax decision. It should not start backup withholding or file a 1099 on its own.
Certificate of Insurance Tracking Agents for Vendor Compliance
A certificate of insurance tracking agent should compare each certificate to the contract's insurance requirements, name every gap, and route the decision to a risk owner. It should not accept coverage, request endorsements, or release payments on its own.
Chargeback Representment Packets for Payments Operations
A chargeback representment agent should assemble evidence against the cardholder claim and route accept-or-counter decisions. It should not submit to the issuer on its own.
Access Recertification Agents for Periodic User Reviews
An access recertification agent should assemble evidence packets and route keep-or-revoke decisions, not remove entitlements on its own.
Shadow AI Inventory for Unsanctioned Agent Discovery
A shadow AI inventory classifies unsanctioned models, custom GPTs, and embedded SaaS agents, then routes keep, govern, or retire decisions. Discovery without an owner is just a longer list.
Privacy Request Packets for DSAR and Consumer Rights
A privacy-request agent should verify identity, locate systems, and assemble an export or denial packet. It should not release a copy or delete records on its own.