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Notes on AI and automation for small teams.
- Asana automation rules: a practical workflow guidePlan Asana rules for task routing, reminders and status updates, with safeguards for duplicate actions, permissions and workflow ownership.
- Choosing AI tools for business data analysisEvaluate AI analysis tools against data quality, privacy, integration needs and reproducible tests before choosing a platform for business reporting.
- DevOps automation: choosing tools for reliable deliveryCompare CI/CD, infrastructure and monitoring tools, and plan a small automation pilot with clear ownership, rollback and reliability checks.
- Marketing automation: segmentation, consent and measurementConnect CRM data to useful marketing workflows, manage consent and suppression, and measure conversions without promising guaranteed ROI.
- Customer-support chatbots: design, evaluation and human handoffDesign a support chatbot around approved knowledge, test answer quality and privacy, and define when customers should reach a human agent.
- AI-assisted coding: a review workflow for Canvas and other AI workspacesUse an AI coding workspace for scoped edits, then review diffs, run tests and check for sensitive data before accepting generated code into a project.
- Facial recognition and smart glasses: privacy risks for businessesUnderstand how facial recognition can expose personal data and assess minimization, access controls and privacy review before a business pilot.
- AI-assisted UI development with shadcn/ui componentsBuild interfaces with shadcn/ui and AI assistance while checking accessibility, dependency licenses and generated code before anything ships.
- Connecting CRM, support and customer feedback systemsMap customer data across CRM, support and feedback tools, define ownership and consent, and test an integration that reduces duplicate records.
- Evaluating Deno for a Node.js project: a compatibility checklistAssess a move from Node.js to Deno with dependency, runtime and deployment checks, instead of assuming every npm package will work unchanged.
- A practical strategy for integrating business systemsPrioritize business-system integrations with a dependency map, accountable owners, a bounded pilot and measurable acceptance and rollback criteria.
- Data integration methods: ETL, ELT and event-driven syncChoose between ETL, ELT and event-driven integration using latency, data quality, security and recovery requirements for your business workflow.
- NotebookLM (now Gemini Notebook) Audio Overviews: a source-review workflowPlan a NotebookLM Audio Overview from approved source documents, then check accuracy, confidential data and disclosure before sharing the audio.
- AI business integration: from use case to controlled pilotScope an AI integration pilot around a real business problem, assess data readiness and review output quality, costs and risks before scaling.