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.

AI workflows for agencies & service teams24 practical recipes. Start with a proposal, a scope review or a billing check.

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3 workflows to explore

Management6 implementation steps

Create a company org chart and responsibility map

Turn a team roster into a verified reporting structure, role directory and responsibility map. Make gaps and shared responsibilities visible without inventing reporting lines.

IntermediateAny business

Operations6 implementation steps

Create a client project register

Build a reliable register of client engagements, owners, scope, milestones and commercial status. Keep projects distinct from opportunities, invoices and individual tasks.

IntermediateAgencies

Finance6 implementation steps

Create a management P&L

Turn approved accounting records into a traceable profit-and-loss report. Separate revenue, direct costs and overhead, reconcile the totals, and keep uncertain classifications visible.

AdvancedAny business

1–3 of 3 workflows

Good ideas. Better workflows.

People. Projects. P&L.

Start with what your team does.

Create a company org chart and responsibility map

Create a client project register

Create a management P&L

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What does your team do?

A field guide, made for work.