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Notes on AI agents, automation and software

How AI agents work inside a CRM or ERP, what automation really costs, and what we learn on our projects.

Person who selects a task in a CRM interface, next to an AI symbol and an approval check mark.

Latest articleNovember 6, 2026·6 min read

How to choose the first right process for an AI agent in CRM

Learn how to choose the first AI AI agent process in CRM: a clear task, relevant data, and a verifiable result, with team approval before the action.AI agentsCRMAutomationRead the article

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