Editorial
Writing
Research-backed stories and practical guidance on AI adoption, tools, costs, and the work of putting them into production.
Looker Studio Handoff: Transfer Ownership and Check Data Access
Keep reporting working when its owner leaves. Map reports, data sources, credentials and viewer access, then test the handoff before closing it.
Gary Stanton · October 16, 2026
Use Copilot in PowerPoint to Build a Decision Slide From a Report
Turn an approved report into a decision slide with Copilot. Preserve assumptions, verify arithmetic, and keep the recommendation separate from the evidence.
Gary Stanton · October 16, 2026
Export Fireflies Transcripts for a Usable Client Handoff
Choose a Fireflies export format, preserve speakers and timestamps, and build a checked handoff without treating an AI summary as the full record.
Gary Stanton · October 16, 2026
Reclaim Tasks Not on Your Calendar? Check These Three Things
In Reclaim 2.0, tasks and calendar time are separate. Diagnose missing tasks, missing work blocks, and mismatched task filters before changing priorities.
Gary Stanton · October 15, 2026
Make Incomplete Executions: Recover the Work Before Clearing the Queue
Reconcile source records, failed runs, and destination outcomes before retrying Make incomplete executions. Includes a recovery worksheet and worked example.
Gary Stanton · October 15, 2026
Fix Power Query Formula.Firewall Errors Without Guessing
Separate privacy-level errors from query-reference problems, check the current runtime, and verify the report totals before calling the refresh repaired.
Gary Stanton · October 15, 2026
Fix Outdated Notion AI Answers by Checking the Source
Diagnose stale sources, missing connector content, and unsupported answers. Use a source register and a practical test pack before trusting the result.
Gary Stanton · October 14, 2026
Zapier Creating Duplicate Records? Trace the Event First
Trace duplicate records to their runs, separate event and customer identifiers, test concurrent arrivals, and check uncertain outcomes before replaying.
Gary Stanton · October 14, 2026
Power Automate Approval Timed Out? Recover Without Duplicate Actions
Separate the request from the failed flow, check for an existing decision or action, and give stalled approvals a safe recovery path.
Gary Stanton · October 13, 2026
GA4 and Looker Studio Numbers Don't Match: A Practical Diagnostic
Find the first point where a reporting comparison diverges. Check metric definitions, date ranges, freshness and joins before replacing a connector.
Gary Stanton · October 13, 2026
Passkeys vs Password Managers at Work: What Each One Solves
Passkeys and password managers are complements for many teams. Here is the business decision, the recovery trap, and a realistic rollout plan.
Thomas Bennett · October 9, 2026
15 AI Vendor Security Questions to Ask Before Connecting Company Data
A buyer’s question set for the exact AI service, plan, and connector—not a generic certificate hunt. Includes what to ask, what evidence to keep, and when to stop the pilot.
Dara Keating · October 9, 2026
Tabnine vs GitHub Copilot: Choose the Code Boundary First
For teams with sensitive code, deployment and data rules can settle the shortlist before completion quality. Compare the two on the same reviewed engineering task.
Gary Stanton · October 6, 2026
Zendesk AI Pricing: Count Resolved Work, Not Deflected Tickets
Zendesk includes AI agents in its support plans, but seat fees and resolution usage are separate decisions. Build a budget from real customer outcomes and the account model you actually have.
Gary Stanton · October 6, 2026
Fireflies.ai Pricing: Check Storage, Access, and Consent
A meeting assistant is more than a seat price. Compare Fireflies plans against storage, recap access, recording rules, and the meetings your team actually wants captured.
Thomas Bennett · October 5, 2026
Power Automate Pricing: Price the Person, Process, and Machine
Microsoft’s three headline Power Automate plans license different things. Map your flows, builders, and unattended runs before calculating the bill.
Riley Morgan · October 5, 2026
Coupler.io Alternatives: Choose by the Reporting Job
The useful Coupler.io comparison starts with where data must land, who will maintain it, and what happens when a refresh fails.
Jules Marchetti · October 5, 2026
When an AI Agent Goes Wrong: Stop, Trace, Repair
A failed agent run may leave real messages or record changes behind. Use a named stop, an action ledger, and a repair owner before allowing it to restart.
Dara Keating · October 3, 2026
AI Agent Approval Matrix: Decide What It May Do Before It Runs
An agent can read, draft, send, and change records. Give each action a named owner, a permission boundary, and a review rule before connecting it to live work.
Dara Keating · October 3, 2026
How to Replay Historical Leads Before You Change Routing Software
A fair lead-routing test needs arrival-time records and an answer key set before vendor results appear. This guide shows how to build the sample, judge conflicts, and compare routes.
Priya Subramanian · October 1, 2026
AI Lead Routing Rules: Who Owns the Customer When Scores and Territories Disagree?
AI can rank a lead without settling who owns the customer. Set a rule order for existing accounts, territories, and specialists before a score changes the handoff.
Dara Keating · October 1, 2026
The Lead Routing Exception Queue: Catch the Assignments a Dashboard Misses
A lead can have an owner in the system and still have no one able to act. Build an exception queue around eligibility, age, and recovery before adding smarter routing.
Dara Keating · October 1, 2026
Give Your Copilot Agent More Tools Safely
How a beginner can ask for the right permissions, improve an agent’s instructions and tests, add one useful tool, and keep a person in control of consequential actions.
September 28, 2026
Build Your First Microsoft Copilot Agent, One Folder at a Time
A beginner walkthrough for a private policy-finder agent: pick one job, write clear instructions, add approved knowledge, test hard questions, and share carefully.
September 28, 2026