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Notes on using AI in sales and operations

Practical articles on what works in a real team, and what does not.

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Recent articles

CTO Insights

Writing an AI Use Policy Staff Will Actually Follow

Staff are already using AI tools, approved or not. How to write an AI use policy that is short, practical and protects customer data without banning everything.

September 22, 2026Read more
CTO Insights

Using AI to Schedule Field Service Work

Field service schedules change constantly. How AI scheduling helps field service businesses plan routes, match skills and replan the day when things go wrong.

September 21, 2026Read more
CTO Insights

AI Meeting Notes: What They Get Right and Where to Check

AI meeting notes save time but miss nuance and sometimes invent detail. How to use them well, check the action items, and handle consent and confidentiality.

September 21, 2026Read more
CTO Insights

Automating Purchase Order Matching in the Warehouse

Matching deliveries to purchase orders by hand is slow and error-prone. How purchase order matching automation works for warehouses and where people still decide.

September 20, 2026Read more
CTO Insights

Designing the Tools an AI Agent Can Call

An agent is only as reliable as the tools it can use. How to design tool calls for AI agents: clear names, narrow scopes, good errors and safe defaults.

September 20, 2026Read more
CTO Insights

Getting a Support Knowledge Base Ready for AI

AI support tools are only as good as the articles behind them. How to prepare a knowledge base for AI: removing contradictions, filling gaps and keeping it current.

September 19, 2026Read more
CTO Insights

Making AI Features Feel Fast

Language model calls are slow compared with ordinary software. How to reduce AI latency, and how to make the waiting feel shorter when it cannot be removed.

September 19, 2026Read more
CTO Insights

Designing AI Features Around Provider Rate Limits

Every model provider limits how much you can send. How to design around LLM rate limits with queues, backoff and prioritisation so busy periods do not break things.

September 18, 2026Read more
CTO Insights

Automating Invoice Processing Without Losing Control of Payments

Accounts payable is repetitive, rules-based and risky. How to automate invoice processing safely: extraction, matching, approvals and the controls that must stay.

September 18, 2026Read more

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