What we're seeing across hundreds of B2B teams.
Field notes from the work we automate for B2B teams, in seven topics: how AI agents work, how the automation platforms compare, back-office automation, go-to-market automation, business process automation, AI adoption and AI search. Each topic page starts with a short definition and the articles to read first.
Newest articles
Back-office automation
Document automation software stops at the template's edge.
Automation platforms compared
Workflow automation platforms: who runs it after you buy.
Go-to-market automation
Sales quotation automation without a full CPQ project.
AI agents explained
What an AI agent is, how it differs from traditional automation and robotic process automation (RPA), and where agents are worth using.
AI agent vs agentic AI: what the difference really is.
AI marketing agents: what they do and what they don't.
AI agents for business: why buying one isn't enough.
- Agentic AI vs traditional automation: the reliability gap.
- An autonomous AI agent runs on a dial, not a switch.
- AI agents for customer service, six months in.
- AI email responders that keep a human in the loop.
- AI agent examples and what they actually deliver.
- AI agents vs RPA: why your bots keep breaking.
- The AI agents that should be living inside your Slack.
- What agentic workflows actually are. And what they're not.
Automation platforms compared
Zapier, Make, n8n, Power Automate and the agent builders, compared on what they leave you to run.
What to check before you buy no-code automation platforms.
Low-code workflow automation still needs a babysitter.
The Lindy AI alternative nobody puts on the shortlist.
- The best Power Automate alternative isn't another builder.
- The n8n alternative your ops team won't have to run.
- How to build an AI agent without a single line of code.
- No-code Make.com alternatives, and who maintains them.
- Best AI agent platforms in 2026: what every list gets wrong.
- No-code AI agent builder: the maintenance gap nobody covers.
- The Zapier alternatives that survive complex workflows.
Back-office automation
Guides to automating invoices, payroll, orders and documents, and to the exceptions that keep landing on a person.
Documentation automation software: the draft is the easy part.
Payroll automation software: what still runs by hand.
PSA automation software: what it actually automates.
- Document workflow automation dies in the exception queue.
- AI for accounting stopped growing. Here's what works.
- AI accounts payable automation and the 33% ceiling.
- How to automate order processing without the upkeep.
- The order management system you never have to run.
- How to choose accounts payable automation you won't babysit.
- How to automate PDF invoice processing for good.
Go-to-market automation
Lead enrichment, CRM upkeep and revenue operations routines, and what it takes to keep them running.
B2B lead enrichment: what the accuracy claims leave out.
AI-powered sales automation: what to hand off, what to keep.
CRM workflow automation and the work it can't reach.
- Sales process automation that doesn't rot in month six.
- What a waterfall enrichment workflow really costs you.
- A Clay alternative that runs your lead enrichment.
- Automated lead enrichment your sales ops shouldn't run.
- AI workflow automation for RevOps - without the upkeep.
- The $150K your sales team is losing to manual work.
Business process automation
Examples of automated business processes, and the copy-paste work between apps that teams still do by hand.
AI automation app: what the app does and what you still do.
Intelligent workflow automation: where the AI step belongs.
Why enterprise workflow automation stops at ten processes.
- Business process automation: six examples, one pattern.
- Small business workflow automation that stays running.
- How to make automation that keeps working after launch.
- How to stop manual data entry between your apps.
- How to automate copy-paste tasks your team keeps doing.
- The hidden workflows that run your company.
AI adoption
Why AI rollouts stall, and how to choose between an agency, a consultant and your own team.
AI search
How AI answers change the way buyers find companies, explained for business leaders who do not work in SEO.
Explore Uplift by use case
The routines we build and run for each team - see exactly what comes off your plate.
Sales automation software
Take research, CRM updates, and follow-ups off your reps so the week goes back to selling.
ExploreMarketing workflow automation
Reports that build themselves, leads that route on their own, lists that stay clean.
ExploreHR automation software
Screen CVs, update the ATS, and schedule interviews without the manual admin.
ExploreIT automation tools
Clear the repeat tickets - resets, access, provisioning - so the team does real engineering.
ExploreAI workflow automation tools
Approvals, handoffs, and cross-system data routing that move without chasing.
ExploreFinance automation
Invoice matching, reconciliation, and close reporting that run themselves.
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