Operations
What actually breaks when an account is disabled, how ownership differs from the identity a flow or agent runs as, and the offboarding runbook I recommend.
Agent Architecture
How I help customers pick the right way to build a solution, starting from the problem instead of the product.
Governance & Security
From the field archive · Learned in 2024
Security teams want passwords rotated. Automation teams want flows that don't break at 2 a.m. Here's how I help both get what they need.
Apps & Automation
From the field archive · Learned in 2024
Before anyone converts a single bot, these are the questions I ask. Most of them have nothing to do with the conversion tool.
Operations
From the field archive · Learned in 2024
A customer asked me how to archive old apps and flows. The honest answer was that the button doesn't exist. Here's the process I recommended instead, updated for today's tools.
Governance & Security
From the field archive · Learned in 2023
A manufacturer asked me how to stop one group from building automations and still prove who changed what. Here's how I answered in 2023, and what I'd do today.
Cost & Licensing
From the field archive · Learned in 2023
The questions I answered over and over in 2023, the mental model I use to answer them, and what has changed in the licensing picture since.
Apps & Automation
From the field archive · Learned in 2023
How I structure answers, run a proof of technology with a partner, and handle the governance, security, and AI questions that now show up in every platform RFP.
Agent Architecture
From the field archive · Learned in 2023
Why an agent stops waiting for a slow flow, how I explained it to customers back then, and the patterns I recommend now that agent flows, express mode and asynchronous responses exist.
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