Start with the question in front of you. These resources help you see existing AI use, put controls around a workflow, and understand what useful oversight looks like.
For the workflow you are preparing to launch, or the one your team is already using. Give it an owner, clear boundaries, and a practical way to review what happens.
Available through Gumroad. Enter $0 to download free; any contribution is optional. Gumroad handles the download and contact details.
Get the free guide on Gumroad →Use it independently or bring your questions to an AI Operations Briefing.
“What AI is already being used here?”
Use ten leadership questions to start a conversation about unapproved tools, sensitive data, and the gaps in your current visibility.
Best before a usage inventory or exposure discussion. Opens a PDF directly; no checkout.
Open the visibility checklist →“What does a useful assessment look like?”
Preview how an AI usage and risk picture can be organized into findings and actions for leadership. Use the sample to understand the deliverable before discussing scope.
An example of report structure, not a finding about your organization. Opens a PDF directly.
View the sample report →A planned beta for professional firms and MSPs that need to track material AI and agent vendor changes, with source-linked briefs on capabilities, pricing, data handling, controls, integrations, and operational fit.
Scope, cadence, coverage, and pricing will be confirmed before enrollment opens. The former tools database subscription is not the current offer.
Email Dan about beta interestOpens your email app so you can request information. This does not enroll you or create a paid subscription.
Think through the right job, human handoffs, and operating boundaries before a phone agent takes a live call.
Read the article →Understand where unapproved AI tools can enter a business and why discovering the usage comes before writing the rules.
Read the article →In a free, 30-minute AI Operations Briefing, we will discuss your current use, your priority workflow, and which next step may fit. It is an introductory conversation; any assessment or implementation is scoped separately.
