Field notes
The practical AI toolkit for small teams
AI is most useful when it removes a queue, not when it adds another dashboard.
Use AI at the edges
Drafting, triage, enrichment, and summaries are useful starting points because they reduce repetitive work without hiding the decision.
Keep the final call human
Put a review step around anything that changes customer relationships, money, or public commitments.
Measure minutes returned
The best first metric is not novelty. It is how much focused time your team gets back each week.