Field Notes

Practical observations on AI, automation, and building systems that hold up in the real world.

Automation5 min read

Personalization at Scale: Videos and Offers Built for Each Prospect

How we automated the research, production and delivery behind company-specific videos and tailored offers, with follow-up built into the sales process.

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Illustrative office scene showing a personalised website video with a presenter and a tailored offer page on a tablet.

Latest notes

Showing 1–17 of 17 articles

Automation5 min read

Personalization at Scale: Videos and Offers Built for Each Prospect

How we automated the research, production and delivery behind company-specific videos and tailored offers, with follow-up built into the sales process.

Operations6 min read

Claude Skills: Why SKILL.md Alone Is Not Enough

Claude skills make prompts reusable. A dependable business agent also needs collection processes, tools and a shared database that work independently of the AI.

Operations6 min read

Sales Follow-Up Automation: 3 Examples from Client Work

A CEO feedback email after the demo, a follow-up when prospects go quiet and an AI feedback call for existing customers. Three automations we have built and delivered.

Operations7 min read

Sales Automation: Three Prospecting Examples from Our Work

Turn LinkedIn engagement, job openings and new customers into relevant prospect lists. Three sales automations we have built, and what we learned along the way.

Operations11 min read

Supabase vs Airtable: Why We Recommend Supabase for Business Systems

AI has changed the case for Airtable. Our experience with both tools, annual costs and Supabase’s Zurich hosting option for Swiss businesses.

Automation8 min read

AI in Swiss property management: less rental admin

Fewer repeat enquiries to answer. Fewer documents to chase. A practical first automation for Swiss teams managing residential rentals.

AI systems8 min read

AI Agents vs Workflow Automation: What Your Business Needs

Some work needs a reliable sequence. Other work needs a system that can investigate and adapt. Here is how to choose, what each costs, and where combining them makes sense.

Automation9 min read

n8n vs Make: Why We Recommend n8n for Business Systems

The easiest tool for your first automation can become a constraint as your business grows. Here is why we build interconnected business systems with n8n.

AI systems13 min read

Swiss FADP vs GDPR: Implications for AI Service Providers

How Swiss and EU data protection rules affect AI services, from prompts and model training to contracts, international transfers and individuals’ rights.

AI systems7 min read

AI in Switzerland: The CHF 15 Billion Opportunity for Business

What Switzerland's AI research means for your next business investment, from generative AI and knowledge management to AI agents and measurable returns.

AI systems6 min read

OpenAI DevDay 2026: A Simple Guide for Swiss Business Leaders

An AI assistant that keeps working, more affordable models and faster responses. Here are the OpenAI announcements worth knowing about, explained in plain language.

AI systems9 min read

AI Adoption in Swiss SMEs: What the 2025–2026 Data Shows

Swiss SME AI adoption is rising, but the data shows a gap between individual tool use and governed business workflows. Here is what companies should do next.

Automation9 min read

n8n Automation for Business: When It Fits and What Production Really Requires

Understand when n8n is a strong fit, when it is not, and the reliability, security, testing and ownership controls required for production workflows.

Automation9 min read

Finance Reconciliation Automation: How to Automate the Work Without Losing Control

A practical architecture for automating expense, payment and invoice reconciliation while preserving source records, exceptions, approvals and an audit trail.

Automation9 min read

What Should You Automate First? A Practical Opportunity Scorecard

Use a practical scorecard to rank automation opportunities by capacity, frequency, rule clarity, risk, data readiness and implementation effort.

AI systems10 min read

AI Agents and Swiss Data Protection in 2026: A Practical FADP Checklist

A practical Swiss FADP checklist for companies deploying AI agents with personal data, cloud providers, automated decisions and human approval.

AI systems8 min read

Where AI automation actually creates operating leverage

A field guide to finding work worth automating, drawing the boundary, and measuring what changed.

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