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PlaybookOpen access

A Dashboard Your Monday Actually Needs

One recurring decision, one screen, a freshness stamp taken from the data itself, and a written rule for the first time it disagrees with a spreadsheet.

Data

JournalOpen access

A useful voice agent knows how to recover

Natural speech is only one part of a good voice experience. Design interruptions, confirmations, tool failures, and human handoffs before giving an agent a real phone line.

Intermediate

ChecklistOpen access

AI Pilot Guardrails Checklist

Agree the stopping condition before launch — afterward, the person who would have stopped the pilot is the person who now owns it.

AI

TemplateOpen access

AI Policy on One Page

Organize the policy around data classes rather than tool names, and name the default — silence becomes whatever the person wanted to do anyway.

AI

TemplateOpen access

AI Readiness Interview Script

Ask about the last instance, not the typical one — if nobody can produce the artifact during the call, the process they described does not exist.

AI

ChecklistOpen access

AI Vendor Security Questionnaire

Every vendor answers the encryption questions crisply — watch for the questions they answer in a vaguer register, because that shift is the signal.

AI

JournalOpen access

An AI policy people will actually follow

A practical staff-facing AI policy names approved accounts, data limits, verification rules and escalation. Keep it readable and connect it to the controls behind it.

Master

FrameworkOpen access

Approval Rules That Actually Approve

If your approver has never rejected one, they are not a control — they are a queue, and everyone downstream now believes a human checked.

Automation

LessonSeries access

Automate the handoff, not the task

Teams automate the step somebody complains about and the total time barely moves. The time was never in the steps — it was in the gaps between them.

Automation · Intermediate

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