Juan, this is the part founders miss. I had a client last month who was sure they needed more leads, and most of the accounts they wanted were already clients. Someone down the hall owned the relationship and nobody had asked for the intro. That's what you're describing: context stuck in people's heads. Before you automate the business with AI, make sure the business makes sense.
I’ve been building quite a few agents lately and it’s made me realise how quickly “useful little automation” can become something you actually depend on ... and have a paddy when it breaks down. 🫣
Daniel, yes. The moment you depend on it, prep and ownership matter more than the demo. That’s the whole point of preparing the work before you arrive.
Juan, you clearly lay out how you can use AI to automate processes and decisions that don't need to be made by the owner. By consolidating the process, it allows the owner to focus on using their human judgment to make the decisions they need to operate their business in the most effective way.
This line, "Every decision arrives unfinished", I can't agree with you more. It is going to be the new struggle for everyone adopting AI this fast.
That’s right. This is where the design that considers the right context matters.
Juan, this is the part founders miss. I had a client last month who was sure they needed more leads, and most of the accounts they wanted were already clients. Someone down the hall owned the relationship and nobody had asked for the intro. That's what you're describing: context stuck in people's heads. Before you automate the business with AI, make sure the business makes sense.
Exactly. One of the biggest things about AI is the ability to tap this knowledge and coordinate it across the company.
Decisions aren't the problem, preparation is.
Exactly! Prepare the work before you arrive! Genius framing!
I’ve been building quite a few agents lately and it’s made me realise how quickly “useful little automation” can become something you actually depend on ... and have a paddy when it breaks down. 🫣
Daniel, yes. The moment you depend on it, prep and ownership matter more than the demo. That’s the whole point of preparing the work before you arrive.
Love that image - walking into work with the day mapped out and the decisions queued up? Love it!
Juan, you clearly lay out how you can use AI to automate processes and decisions that don't need to be made by the owner. By consolidating the process, it allows the owner to focus on using their human judgment to make the decisions they need to operate their business in the most effective way.
AI becomes far more valuable when it removes the investigative burden while keeping judgment, accountability, and context firmly with the owner.
The proposal example makes the preparation problem very concrete.