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.

OperationsJanuary 15, 20268 min read

Insurance Claims Agents for Document Review

A field note on where insurance claims agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Agent GovernanceJanuary 8, 20268 min read

Banking Operations Agents for KYC Refresh

A field note on where banking operations agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Implementation StrategyJanuary 1, 20268 min read

Back-Office Agents for New-Year Process Cleanup

A field note on where back-office agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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OperationsDecember 25, 20258 min read

Holiday Coverage Agents for Operations Teams

A field note on where holiday coverage agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Team PlaybookDecember 18, 20258 min read

Renewal Risk Agents for Customer Success

A field note on where renewal risk agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Team PlaybookDecember 11, 20258 min read

Deal Desk Agents for Approval Routing

A field note on where deal desk agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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OperationsDecember 4, 20258 min read

FP&A Agents for Forecast Variance Notes

A field note on where FP&A agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Agent GovernanceNovember 27, 20258 min read

IT Helpdesk Agents for Access Requests

A field note on where IT helpdesk agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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OperationsNovember 20, 20258 min read

HR Operations Agents for Employee Changes

A field note on where HR operations agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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Team PlaybookNovember 13, 20258 min read

Recruiting Coordination Agents for Interview Loops

A field note on where recruiting coordination agents can fit, how to pilot it safely, and which operating metrics prove whether the workflow actually changed.

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