Editorial
Writing
Research-backed stories and practical guidance on AI adoption, tools, costs, and the work of putting them into production.
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
The Future Last Week: AI Agents Get Jobs, and the Work Gets Real
OpenAI and Meta put persistent agents closer to everyday work. Google and Anthropic changed the model choices, while Barclays and Amazon showed the people and places needed to make AI useful.
Gary Stanton · October 3, 2026
AI Adoption Statistics 2025–2026: Two Census Measures, Two Different Questions
Updated October 1, 2026: the earlier 5.4% and later 18% Census figures measure different questions. Here is what each U.S. business survey supports—and how to use the evidence in a budget decision.
Dana Whitfield · October 1, 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
AI ROI Sensitivity Analysis: Find the Assumption That Breaks the Case
A single return estimate hides the effect of low adoption, review time, and errors. Vary those inputs one at a time before calling released hours a benefit.
Riley Morgan · October 1, 2026
An AI Pilot Scorecard That Can Actually Stop a Rollout
A pilot needs a decision rule before the first demo. This scorecard measures accepted work, errors, full cost, and adoption against the current process.
Dana Whitfield · October 1, 2026
Meta’s Muse Can See Your Bank Balance. Can Banks Keep the Deposit?
Muse can analyze connected bank accounts, but Meta has not said it can transfer deposits. Here is where the threat to banks is real, where it is premature, and how to make a better offer.
Gary Stanton · September 29, 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
Microsoft Copilot for Beginners: Your First Useful Week
Start with three real jobs, copyable prompts, and a simple way to check the answers. You can get useful work done before building an agent or adding tools.
September 28, 2026
A Safe Claude Cowork + Salesforce Pilot: Private Data and Review Controls
A practical rollout for sales leaders and administrators: data boundaries, connector permissions, approval points, audit checks, and measures before scaling.
September 28, 2026
Prioritize Salesforce Deals with Claude: Next Actions and Win Probability
A practical method for ranking movable deal actions, checking Salesforce probability against history, and avoiding made-up win percentages.
September 28, 2026
Prepare Better Sales Outreach with Claude Cowork and Salesforce
Turn approved CRM records, emails, meeting notes, product signals, support cases, and public research into a useful brief and reviewed customer message.
September 28, 2026
Keep Salesforce Current with Claude Cowork: Tasks, Alerts, and Follow-ups
Use Claude to surface missing next steps and draft follow-ups, while Salesforce Flow enforces the repeatable rules and owners approve consequential changes.
September 28, 2026
Claude Cowork and Salesforce: Set Up the Right Connection First
A step-by-step guide to Salesforce in Claude, Salesforce hosted connectors, permissions, and the difference between reading a deal and changing it.
September 28, 2026
Use AI to Hire for the Work, Not the Interview Performance
A practical guide to using AI to clarify a role, write a better job description, run a fair structured interview, review transcripts, and measure whether the hire succeeds.
September 28, 2026
How to Use AI for Calendar Tasks: Prompts from Simple to Complex
Copy practical prompts for planning, scheduling, and rescheduling. See where AI can act on its own, where a person should approve, and what changes across Google Calendar, Outlook, and Apple Calendar.
September 28, 2026
The Future Last Week: AI Gets Cheaper, Closer, and More Physical
This week brought lower-cost frontier models, AI glasses, an early scientific discovery, and a giant infrastructure contract. Here is what is real, what is still a pitch, and what a business leader should do with it.
Gary Stanton · September 26, 2026
Quick Tips: Use Markdown Files to Pass Work Between AI Agents, Teammates, and Future You
Write the first Markdown handoff note yourself, then let an AI assistant update it after each completed task. Here is the repeatable pattern and 15 business uses worth trying.
Gary Stanton · September 26, 2026
The Hidden Work Behind AI Pilots: Why Good Experiments Still Stall
MIT Sloan’s field study found that AI pilots need sustained expert testing, review, and repair. Leaders who budget only for software miss the work that makes adoption possible.
Dana Whitfield · September 25, 2026