Just off the phone with another business owner, an existing MSP client. We are starting a paid engagement on Tuesday. He has some crews on the road installing a product. Those crews are going to start taking before, during, and after photos of the jobs, to help illustrate the transformation that this product makes. He has asked me to come up with a way to help the guys on site manage the upload of the photos and related job information - hard working guys with not an awful lot of time or much IT inclination. I then suggested.... 1. Helping his guys with his initial request ➕➕ AND ➕➕ 2. Improving the quality of the information uploaded to make it more useful 3. Automating the process of those job photos being compiled in the correct order and a social media post about the job being drafted and presented for approval of both the photographs and the content of the social media post to the business owner (style based in his previous posting history) 4. And auotomating the posting to multiple social media accounts of the photos and the approved post content. 5. He doesn't know it, but I'll throw in automatic blog post creation as a bonus. I already have a fair idea of how I'm going to do it. The key point here is I didn't sell this to him. He called me for advice about a simple technical matter and I simply suggested that the rest COULD be done, and suggested a framework only (no specific tools or much detail) He then sold himself and spontaneously decided that, despite his own AI use, he needed us to do it for him because it souned a bit complicated.

It’s live. Starting today, everyone in Clief Notes has access to the new Clief Notes AI. The easiest way to use it? Don’t overthink it. Ask it the question you would normally ask me. “Where should I start?” “What should I focus on next?” “Where did you talk about [topic]?” It’ll use what’s already inside Clief Notes to help answer you and point you toward the right lesson or resource when there’s something worth going deeper on. The goal isn’t to give you another AI tool to play with. It’s to make everything already inside this community easier to actually use. If you want Access to it Comment "READY" and we'll send you access to it!

A few days in. Starting to see where the Clief Notes AI is actually becoming useful. Some of you are using it to figure out where to start. Others are asking specific questions and getting pointed back to lessons or drops they didn’t even know existed. And some are basically using it as search: “Have we covered this before?” That last one alone saves a lot of scrolling. @Anthony Brady shared a really good example of how he’s been using it. He said the agent has been helping him find the right lessons, figure out where to go next, and actually apply the material to what he’s building. He’s even been pushing it with harder questions, and when it doesn’t know something, it tells him instead of just making something up. What I really liked was how he described using the tools together: The agent helps him navigate. NotebookLM helps him go deeper. And Decster keeps him moving through the course, completing assignments, and staying active in the community. That’s exactly what we want this to become. Not another AI tool you open once and forget about. Something that actually helps you use everything already inside Clief Notes and keep moving forward. We’ve also caught a few questions where the agent could’ve pointed somewhere better. Keep sending those. The more you use it, the better we can make the experience. This thing should get more useful as we see how you actually use it. If you haven’t tried it yet, start simple. Ask it the next question you would normally post in the community. Have you tried it already? If not, comment “Navigator” and I’ll send you access to it.

Hey everyone, I've been running an ICM folder system for my own reporting workflow and it's genuinely changed how I stay on top of everything. Now I want to roll it out to my immediate team first, then the wider company, but I want to do it in small increments rather than dropping it on everyone at once. Has anyone gone through this? Taking this system and actually getting a team or business to adopt it without it dying in week two? I'm thinking start with just my team, let them get used to the structure, then bring in other departments once there's some proof of life. But I'd love to hear from someone who's already been through the rollout side of things. What worked, what didn't, what you'd skip if you were starting again. Also, is there a video on here I should have watched already? If there's something that covers this and I've missed it, please just point me at it. Happy to do the homework first. Thanks

Following a meeting today with an existing IT services and cyber security client, I have come away with the go-ahead to build an ICM to address a particular issue that exists within their business and within their industry as a whole. The client doesn't understand what an ICM is but I demonstrated an internal ICM that we use to him, and he was quite taken by it. The problem they are trying to solve is the management of what are called EOT claims in the construction industry. A delay happens in a construction project e.g. a subcontracting company arrives on site a few days late. Materials are delayed. There's some planning problem. There's some code problem. That kind of thing. These delays then have a double knock-on effect. They affect the contract between the subcontractor and the main contractor, and the contract between the main contractor and the customer. There may be, there often are, financial consequences to these delays that are covered in clauses in the contract. The job of this ICM is to take a standard delay report (we also need to build a GUI for this, as they are currently submitted, willy-nilly) from a monitored mailbox, and based upon the standardized delay incident details contained in the report, locate the appropriate upstream and downstream contracts and examine them for clauses or language that refer to delays. It will generate a human-readable report for the project manager detailing what has happened, what contractual impact it may have, and what to do next and post that to a Teams channel. That's the first stage: the proof of concept that's also a working product and process. Questions welcome.