Real World Agents
Fast, Efficient, and Confidently Delivered — But Wrong
Two analysts, two definitions of Revenue, both right, neither agreed. Here's an agent that queries the data directly and shows you the SQL.
Topic
Revenue Operations Agents
Real World Agents
Have you ever built a dashboard nobody opens?
Dashboards sit on a server, perfectly correct, and nobody opens them. The fix isn't a better dashboard — it's an agent that emails you what matters.
Real World Agents
Have you ever told an AI 'never do this' and watched it do it anyway?
Two refund agents, same prompt. The one with 16 prompt rules buried the duplicate-detection signal under noise. The other caught it cleanly.
agent-governance
My Bookkeeper AI Agent Does a Much Better Job Than Me
I built a chaser. Then I tried to make it mean. It refused — with bullet points on why ultimatums backfire. The whole 30-minute build, end to end.
Real World Agents
How to Reconcile Xero Invoices Against Bank Statements with AI: A Step-by-Step Guide
Bank reconciliation sounds simple until you're staring at a CSV and an invoice list, matching rows by hand. Here's how to build a governed AI agent that reconciles Xero invoices against bank transactions — with PII redaction, human approval, and a full audit trail.
Revenue Operations Agents
How to Create an AI Agent for Your Sales Team That Connects to Your CRM - While Hiding Financial Data
Sales teams sit on some of the most commercially sensitive data in any company — revenue figures, deal values, commissions. Here's how to give them a powerful AI agent with CRM and email access, while automatically blocking it from ever seeing the numbers that matter.
Real World Agents
How to Migrate CRM Data with AI: A Step-by-Step Guide Using ContextGate
Migrating data between CRMs is one of the most dreaded projects in any sales team's roadmap; but it doesn't have to be.