Learn how to choose, test and run AI workflows.
Use the library to assess an opportunity, map a process, prepare business context or build stronger team habits.
More resourcesBuild, Buy or Skip · Free worksheet
Should you build it, buy it, or skip it?
Answer up to six questions about a workflow to get a recommendation and see what still needs checking.
- Build
- Configure, connect or create what is missing.
- Buy
- Use a product that already does the job.
- Skip
- Leave it when the value does not justify the work.
More resources.
- ReviewRead the review
Keep the systems that work. Build the missing coordination.
See why NeatNow kept its booking and communications tools, built a coordination layer and drew a clear boundary around custom work.
AI opportunity selection - GuideRead the guide
Map one workflow before choosing AI tools
A practical worksheet for describing a recurring task, its exceptions and the result your business needs before choosing what to build, buy or skip.
Workflow automation & integration - Field NoteRead the field note
The first job to give OpenAI Dots: find what needs attention
A practical seven-day test for using OpenAI Dots to check approved systems, surface work that needs attention and keep decisions with a person.
AI adoption & team workflows - CourseExplore the course
AI for Small Business: The Cowork Edition
Six modules on using Claude Cowork in everyday work. Start with the basics, then develop reusable team practices.
AI adoption & team workflows - SkillGet the Onboarder
The Business Onboarder Skill
Capture your business context once, so your AI starts informed about what you do, who you serve and how you operate.
AI adoption & team workflows - SkillExplore the skill
The Grounded Research Skill.
A free Claude Skill that grounds every fact in your research to a real source. Built for moments when being wrong has a cost — discovery calls, vendor comparisons, regulation lookups.
Research & decision-making - GuideExplore the guide
The Facebook Lead Engine Guide
A guide and builder kit for connecting lead capture, quoting and follow-up. Read the workflow before choosing what to implement.
Workflow automation & integration