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All digests tagged Process Automation
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AI News & Strategy Daily | Nate B Jones
AI is a new economic input, requiring a shift from 'per seat' or 'per token' pricing to outcome-based value capture. Learn how forward-deployed engineering and becoming a 'manager of AI' are key to unlocking enterprise ROI.
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AI agents are cutting 3-day portfolio builds to minutes in structured credit. Learn how Apollo is building AI-native platforms to automate complex, fragmented financial data reconciliation.
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AI agents must earn trust by proving measurable value, establishing clear accountability via the Three Lines Model, and maintaining auditable evidence through artifacts like the Model Inventory Record.
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Financial planners can build AI agents without writing code by capturing institutional judgment. The process involves five steps: Pick, Teach, Pack, Test, and Ship.
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Translating messy operational knowledge into executable agent workflows requires building a robust 'refining loop' around the AI agents. The system's true asset is the SOP corpus, which captures global process variations and drives systematic improvement.
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AI success hinges on Forward Deployed Engineers mapping complex human workflows onto existing enterprise systems. The solution involves building agents on top of legacy platforms, using dependency graphs, and post-training models for context extraction.
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FDE success requires two principles: always scoping requests rigorously before building, and scaling processes by automating every stage of the pipeline using AI agents.
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Harness engineering is a discipline focused on building automated loops of checks and maintenance agents to delegate more work to AI. This process involves improving three dimensions: autonomy, automation, and quality.
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