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Library · 6440 lessons · Operations view · spreadsheet
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306 lessons in operations
Lessons handpicked for the spreadsheet shelf.
A spreadsheet works for 10 customers. 100 need a CRM. Here's how to pick and when to upgrade.
AI translates a forecast spreadsheet into the story finance partners actually read.
AI can build a financial model fast. Whether the assumptions are right is on you.
Capacity planning lives in spreadsheets that nobody trusts. AI can run scenario sweeps that surface assumptions and stress-test plans.
Fresh spreadsheet lessons added to the library.
AI can build a financial model fast. Whether the assumptions are right is on you.
AI translates plain-English descriptions into working spreadsheet formulas.
If you sell stuff, you need to know if you're actually making money. AI can build the sheet for you.
How AI features in spreadsheets actually compare for analysts and operators.
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Most 'business ideas' are wishes. Here's how to find ideas that have a real customer attached, using three proven frameworks. AI has exposed: every document-heavy workflow, every manual customer-support queue, every repetitive analyst task, every slow content creation process.
A first call is not a pitch. It's a diagnosis. Here's the structure that turns calls into customers without pressure. The close — a next step, not a contract An AI call summarizer Some buyers will hear a young voice and drop the call mentally.
A spreadsheet works for 10 customers. 100 need a CRM. Here's how to pick and when to upgrade.
The first hire either 2x's your company or sets it back 6 months. Here's how to do it without a full HR team.
Use Claude and Clay to personalize outbound at scale without triggering every spam filter on earth.
Model access is not a moat. Figure out what is — proprietary data, workflow lock-in, brand, distribution.
Use AI to turn scattered channel context into a clear operating picture for choosing which partners deserve time, enablement, and AI-assisted support.
Use AI to turn scattered channel context into a clear operating picture for supporting co-sell motions, account mapping, and partner-led pipeline.
Channel marketing means marketing through partners — resellers, distributors, MSPs, alliances. AI changes how you brief them, segment them, and measure the result. Start here.
AI translates a forecast spreadsheet into the story finance partners actually read.
AI synthesizes QBR inputs from teams into a coherent leadership review.
AI tracks who said what about you and drafts request emails; you protect the relationships behind every reference call.
AI triages incoming deals against your discount and term policies; humans approve every exception.
Set up a repeatable AI-assisted process for monthly investor updates that stays honest.
AI can structure a board pre-read that surfaces the real questions, but the CEO still owns the framing.
AI can compile metrics and notes into a monthly board update summary the operator reviews, corrects, and signs.
AI can build a financial model fast. Whether the assumptions are right is on you.
Use AI to dissect a competitor's positioning, pricing, and weak spots — without confusing surface gloss for real strategy.
Generate and stress-test pricing page copy with AI without falling for plausible-sounding numbers it pulled from nowhere.
Turn your messy month into a clean, honest investor update — with AI doing the structure work and you owning every number.
Build deeper, less generic discovery questions for sales calls using AI — and learn which questions only a human can ask.
Make cold outreach less robotic with AI — and avoid the uncanny-valley personalization that flags you as a spammer.
Turn a stack of customer call recordings into themes, quotes, and decisions — without letting AI smooth out the inconvenient signal.
Generate landing-page hero variants with AI that are actually testable — and skip the ones that just sound like everyone else's SaaS site.
Use AI to structure a board deck that drives a real decision — not a 40-slide victory lap.
Build role-specific hiring scorecards with AI — and learn the bias traps it bakes in by default.
Run a weekly review of your week as a founder using AI as a structured-thinking partner — not a journal that flatters you.
Standard Operating Procedures live in PDFs nobody reads. An LLM can compile them into living, prompt-driven checklists that adapt to context.
Support and ops queues drown teams in repetitive sorting work. A well-prompted LLM classifier can do 80% of that triage with confidence-aware handoff.
Most companies have years of policies, runbooks, and onboarding docs nobody can find. A grounded Q&A bot makes that knowledge addressable — when built carefully. A grounded LLM bot reads the question, retrieves the relevant passages, and answers with citations.
Retrieval-Augmented Generation lets you ground answers in your own ops manuals. Most RAG systems fail not at generation but at retrieval — here's how to fix that.
Ops work happens in Slack and Teams threads, not in dashboards. An AI bot that lives in those threads earns adoption that no separate app can match.
Procurement and finance teams sit on inboxes full of vendor emails — invoices, renewals, change notices. AI can extract the structured signal automatically.
Every finance team gets the same question 50 times a week. A policy-grounded assistant answers consistently and reduces compliance risk.
Scheduling agents finally work in 2026 — but only when scoped tightly. Here's how to deploy them without inviting calendar chaos.
Meeting recap tools are everywhere. Most produce summaries that nobody reads. Here's how to design summaries that drive action. Establish a meeting-by-meeting consent norm — 'this meeting is being summarized by AI' — and respect opt-outs by turning the bot off, not by hoping it won't notice.