Financial Automation for SMBs — Hub
Financial Automation for SMBs — Hub Who should use this guide: business owners, Admin-Ops leads, and finance support teams Problems automation solves: late invoices, messy books, poor cash flow visibility Quick wins to try: invoice reminders, smart expense categorization, easy receipt uploads Where your data lives: bank feeds, email inboxes, spreadsheets, and accounting tools Risks […]
AI Agents & Workflows — Hub
AI Agents & Workflows — Hub Who this guide is for: Owners, team leads, and do-it-all marketers or ops folks What AI agents and workflows actually help with—in real business terms Quick wins you can get without coding How to avoid messy risks and keep costs in check Smart ways to measure what’s working—and what’s […]
Measure Agent Performance: KPIs, SLAs, and Costs
Measure Agent Performance: KPIs, SLAs, and Costs Understand what AI agents and workflows actually do (in plain terms) See common starter use cases that make business sense Learn how the handoff between AI and humans works Get familiar with the data powering agents—and what’s safe Know what to measure: accuracy, speed, cost-per-task, and more Compare […]
Tool Use & Function Calling: Webhooks That Actually Work
Tool Use & Function Calling: Webhooks That Actually Work What automation agents and workflows are, in plain English Easy use cases like inbox filtering, task summaries, and CRM updates How to use a handoff system: AI drafts, you approve Where data comes from (and what that means for privacy) Spotting and planning for failures Tracking […]
Guardrails & Human‑in‑the‑Loop for Reliable Agents
Guardrails & Human‑in‑the‑Loop for Reliable Agents Understand what AI agents and workflows are — in plain language Discover practical ways AI can save time for small teams Learn how to stay in control with human-in-the-loop workflows See what data AI agents need — and how to use it responsibly Recognize common failure points and how […]
Multi‑Agent Handoffs: Routers, Queues, and Ownership
Multi‑Agent Handoffs: Routers, Queues, and Ownership What AI agents and workflows mean in plain English Practical ways to get started today (even with a small team) How handoffs between AI and humans work without confusion Tips to prevent tasks getting “lost in the queue” Key metrics to watch to ensure it’s working When to build […]
Build a RAG Agent from Your Google Drive & Docs
Build a RAG Agent from Your Google Drive & Docs Understand what AI and RAG agents are (without the tech lingo) See practical ways small teams are already using them Get clarity on how these tools stay secure and accurate with your docs Learn when to build, when to buy, and how to get started […]
Planner‑Executor Agent Template in Automation Platforms
Planner‑Executor Agent Template in Automation Platforms What the planner-executor agent pattern is—in plain English How small businesses are using it for practical daily tasks Key metrics and things to watch for Checklist and tips to get started without building from scratch What Are Planner‑Executor Agents? Imagine if your to-do list could delegate tasks and follow […]
AI Agents for SMBs: What They Are & When to Use Them
AI Agents for SMBs: What They Are & When to Use Them What AI agents actually do (with no tech-speak) Clear examples small teams use every day How to keep humans in the loop when it counts Practical tips for getting started without a huge investment What AI Agents and Workflows Are (in Plain English) […]
AI in Marketing & Sales — Hub
AI in Marketing & Sales — Hub AI is changing marketing and sales — fast. But you don’t need to be a tech wizard, hire a data scientist, or rebuild your entire stack to start seeing results. This guide will help you cut through the noise and focus on real outcomes using tools you probably […]