Notes on AI, automation and training
Practical write-ups from real projects.
4 min read
Monthly client reports when the data lives in three places
Pulling together data from two or three places is the part of a monthly client report that suits automation best. The commentary for the client stays with a person. Before starting, decide what the report contains and where each figure comes from.
- reports
- automation
- clients
4 min read
Onboarding a new client: the steps that repeat every time
Onboarding a new client repeats the same steps every time: collecting details, creating the record, setting up the folder, requesting documents and telling the team. Much of that can be automated. The first real conversation with the client stays with a person. Before starting, agree the list of steps and who picks up what is missing.
- client onboarding
- automation
- processes
4 min read
Which task to teach your team first, and how to choose it
Pick a task that someone on your team does often, that has a result you can check quickly and that does not rely on sensitive data. With a task like that, each person knows where to apply what they learned. Before the session, decide who will own it and what counts as it having gone well.
- ai training
- teams
- getting started
5 min read
Late payments: how to stop chasing invoices by hand
Payment reminders can be automated when the rules are clear: which invoice, who gets the message, what it says and when it goes out. Awkward cases stay with a person. Before building anything, decide who reviews the doubtful ones and which invoice data goes into the process.
- late payments
- invoicing
- automation
4 min read
How Much Does AI Automation Cost in Spain, and What Drives It
The price of automating a process with AI depends on four things: how complex the process is, how many systems need connecting, what state the data is in, and whether a person needs to supervise. That is why we publish no price list and work on a fixed price per project, agreed before we start.
- automation
- pricing
5 min read
RAG explained without jargon: how to make an AI use your company's data
RAG is what lets an AI answer with your company's real prices, documents and history instead of guessing from what it learned on the internet. No jargon, just what it does and when it actually pays off.
- AI integration
- RAG
- AI assistants
5 min read
ChatGPT, Claude or Copilot: Which AI to Use for Each Task in Your Business
There is no single 'best' AI assistant. ChatGPT, Claude and Copilot each excel at different tasks: writing and quick answers, deep reasoning and long documents, or native Microsoft 365 integration. This guide breaks down which tool fits which job in a business context.
- ai-tools
- productivity
5 min read
n8n vs Make: How to Choose to Automate Processes in Your SME
n8n and Make are the two tools we get asked about most. The short answer: n8n wins when you need custom logic and control over your data; Make wins when you want to move fast with native integrations. The real decision, though, is about your process first.
- automation
- n8n
- make
- tools
6 min read
Why Most AI Projects in Companies Fail (It's Not the Technology)
Most AI projects in companies don't fail because the models aren't good enough. They fail because the wrong problem got picked, nobody mapped the real process first, and no one followed up after launch. Here's what actually breaks these projects — and how to avoid it.
- ai strategy
- automation
- business process
4 min read
AI Assistants on Your Website: What They Do and How to Measure Them
An AI assistant on your website answers questions about your product using your real content, asks qualifying questions, and hands interested leads to a person. It needs well-organised content, clear limits and a review of real conversations to improve. You judge it with numbers tied to what it is meant to do.
- ai assistants
- website
- lead qualification
6 min read
What Is an AI Agent (Really), and Does Your Business Need One Yet
"AI agent" gets used for everything from a chatbot with a prompt to a system that reads your CRM and takes action on its own. Here is what actually separates the two, with concrete examples, and an honest checklist for when you need one and when you do not.
- ai agents
- integration
5 min read
5 Processes to Automate with AI This Quarter
Lead routing, invoice reconciliation, client onboarding, recurring reporting and ticket triage: five processes most small businesses still run by hand, and what it actually takes to automate each one this quarter.
- automation
- operations
- AI
4 min read
AI Training for Teams: Why Most Fail (and How to Fix It)
Most AI training for teams fails because it teaches generic theory disconnected from the tools people actually use, then disappears the moment the session ends. The fix is training built around your real workflows, with real tools, and follow-up support after the session.
- ai training
- teams
- workplace ai
5 min read
How to Choose an AI Automation Consultant: 7 Signs They Know What They're Doing
Look for a fixed project price (not hourly billing), a first call built on real research into your process, honesty about fit even if it means turning you down, hands-on tool fluency, and a track record of systems running unattended in production, not demos.
- ai consulting
- automation
- hiring
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