Skip to content

field notes

ArchiveNov 13, 2026Est. 2025

Field Notes.

A working archive of how we think about AI agent systems and the operating models that make companies hard to ignore.

/ dispatches
148
/ latest
Nov 13, 2026
/ established
2025

Field Notes Archive

View all dispatches →
Glyph-field title card on dark carbon: dense aiAgents texture glowing green, article title "QuickBooks AI vs. Managed Finance" on staggered dark slabs.
AI Agents

QuickBooks Online serves as the financial system of record for millions of small businesses. Intuit has invested heavily in embedding generative artificial intelligence into that software,...

Kurt Fischman, Founder of Machine-likeKurt FischmanNov 13, 2026
Browse long reads →
Glyph-field title card on dark carbon: dense aiAgents texture glowing purple, article title "Clio AI vs. Managed Intake for Law Firms" on staggered dark slabs.
AI Agents

Clio AI vs. Managed Intake for Law Firms

Every managing partner knows the sinking feeling of discovering an untouched lead. A prospective client with a six-figure personal injury claim or a high-stakes commercial dispute filled out a...

Kurt Fischman, Founder of Machine-likeKurt FischmanNov 12, 2026
Glyph-field title card on dark carbon: dense aiAgents texture glowing cyan, article title "AI Receptionist vs. Managed Intake: Which" on staggered dark slabs.
AI Agents

AI Receptionist vs. Managed Intake: Which Do You Need?

When inbound calls ring through to voicemail during the workday, the revenue loss feels immediate and painful. For a founder-operator running a business between $1M and $10M in revenue, missing three...

Kurt Fischman, Founder of Machine-likeKurt FischmanNov 11, 2026

Showing: Workflows

27Oct 2026
Workflows

What Happens to the Support Tickets Your AI Cannot Resolve?

A company adds an automated agent to its support channels, and within days the dashboard reports a sixty percent deflection rate. The routine inquiries that once clogged the queue-password resets,...

Kurt Fischman · Oct 27, 2026

08Oct 2026
Workflows

How Agencies Can Automate Customer Reporting

Ask any agency founder what happens during the first five business days of a new month, and they will describe the same scene. Account managers stop optimizing campaigns, strategists cancel planning...

Kurt Fischman · Oct 8, 2026

07Oct 2026
Workflows

How to Automate Overdue Invoice Reminders

Most small-business owners discover automated collections after a painful cash crunch. You look at an accounts receivable aging report, realize that 30% of your billings are sitting past due, and...

Kurt Fischman · Oct 7, 2026

06Oct 2026
Workflows

Document Collection for Accountants: Go Beyond the Portal

Every managing partner at a growing accounting firm recognizes the January ritual. The practice configures client portals, creates folders, and sends welcome emails with login credentials for the...

Kurt Fischman · Oct 6, 2026

05Oct 2026
Workflows

How Law Firms Can Automate Document Collection

Every managing partner recognizes the familiar friction of opening a new legal matter. An initial consultation concludes successfully, the retainer agreement is signed, and the legal team requests...

Kurt Fischman · Oct 5, 2026

03Oct 2026
Workflows

How to Automate Marketing Reports You Can Trust

Every founder running a business between one million and ten million dollars reaches a point where manual reporting becomes unsustainable. As marketing programs expand across Google Ads, Meta...

Kurt Fischman · Oct 3, 2026

01Oct 2026
Workflows

AI for Accounts Receivable: What to Automate

For a founder running a business between $1M and $10M in revenue, cash flow friction rarely begins with bad intentions. It begins with administrative silence.

Kurt Fischman · Oct 1, 2026

24Sep 2026
Workflows

How to Automate Missing-Document Follow-Up Before Tax Season

Every accounting firm knows the January dread. Preparers sit ready at their dual monitors, practice management software is configured, and yet almost no actual tax preparation occurs. Instead, staff...

Kurt Fischman · Sep 24, 2026

24Sep 2026
Workflows

Automate Legal Intake: From Inquiry to Attorney Review

When a prospective client contacts a law firm, the clock starts running immediately. In legal services, responsiveness often determines whether a firm signs a desirable matter or loses it to the...

Kurt Fischman · Sep 24, 2026

13Sep 2026
Workflows

Stop Chasing Documents: Automate the Follow-Up

A sales call closes, the contract gets signed, and the client appears eager to get started. The sales team logs the win, marks the deal closed in the CRM, and hands off the account to operations. On...

Kurt Fischman · Sep 13, 2026

11Sep 2026
Workflows

AI Lead Follow-Up: From First Reply to Booked Meeting

In 2011, three researchers audited 2,241 U.S. companies by sending each one a web lead and timing the answer. Thirty-seven percent replied within an hour, 16% within one to 24 hours, and 24% took...

Kurt Fischman · Sep 11, 2026

29Jul 2026
Workflows

Executive Workshop: Mapping Your First AI Agent Portfolio

Agentification maturity is not measured by agent count. Start with one high-value workflow, establish guardrails and governance early, and transition ownership to the function that runs it.

Kurt Fischman · Jul 29, 2026

08Jun 2026
Workflows

Making the Business Case for AI Agents

The business case for AI agents is the per-workflow analysis that decides whether an agent is worth building, measured as the manual-coordination cost a business stops paying minus the oversight.

Kurt Fischman · Jun 8, 2026

Get back tothe work of humans⁠1

Your work should be about creativity, solving problems, and building relationships.
Leave the machine-like tasks to us.