Find relevant contacts for a potential collaboration
Research a target organization and its public team profiles to prepare a focused collaboration approach. The practitioner described using this to identify a suitable research contact.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Evaluate sales and support agent conversations in batches
A product team used an external workflow to inspect historical conversations while core development continued. Separate evaluation stages made it easier to change criteria and rerun the analysis.
Build a prospect shortlist from industry event speakers
A sales team used public event pages to identify relevant people and companies, enrich available contact information, and prepare tailored outreach. The described process still involved manual weekly exports.
Explain attribution through an interactive marketing simulation
A team described an AI-built game that lets prospects manage three ad campaigns with and without attribution data. The comparison illustrates why additional evidence can change spending decisions.
Request a visual marketing update in team chat
A demonstration connected a messaging assistant to an analytics agent, then turned requested metrics into charts delivered back to the conversation.
Select influencers whose audience can visit your local business
A beauty business combined account discovery, audience data, and AI-assisted screening to find creators whose followers lived in its service area, then personalized collaboration briefs.
Guide referral partners from signup to their first sale
A rental business used an AI-built partner platform to coordinate onboarding, training, referral codes, and activation tasks, while staff focused on partners who needed help or showed progress.
Test generated variants of an advertising hook
A creative team used organic-video research to develop alternative characters, scenes, and openings for paid ads, then compared the variants with campaign data. This adaptation uses permissioned references.
Use a funnel model to choose commercial experiments
An education business combined practitioner benchmarks, its own funnel data, and AI-assisted brainstorming to explore pricing and offer changes before testing them.
Prepare contract questions and draft changes for counsel
A founder used an AI assistant to understand unfamiliar terms, identify possible concerns, and prepare draft language before working with a lawyer.
Create a visual review page for a research experiment
A model-development team generated disposable web reports to share dataset examples and experiment results with colleagues. The reports supported review without changing the core training system.
Prepare a sourced investment screening brief
An investment team used specialized research agents to examine a company from several angles, then checked the combined report against its investment criteria and gaps in the evidence.
Check research-agent changes against a fixed evaluation checklist
A practitioner compared research workflows using a known example and explicit completion criteria before keeping changes to prompts or connected tools.
Use reviewed call signals to evaluate acquisition channels
An education business classified sales conversations against its qualification criteria, added the results to acquisition reports, and sent qualified-lead events to advertising platforms.
Keep service-offer copy consistent across a content team
A team with a large service catalogue shared a writing assistant grounded in its brand platform and search guidelines to create, improve, or audit offer descriptions.
Delegate a small feature to specialist coding agents
A developer described using separate implementation and review agents to help deliver bounded changes that would otherwise involve several engineering roles.
Turn a warm introduction into a relationship record
A practitioner demonstrated an assistant finding an introduction email, researching the new contact, and recording the relationship context and agreed next steps in a local CRM.
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