Cloudfinch
Resources

AI resources for business teams

Our guides and blog posts on putting AI to work in an operating business, plus outside documentation and research we find useful.

Guides

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AI Agents

Building AI Agents for Business: How They Work and Where to Start

What AI agents are, how they work, where businesses use them today, and how to start building or deploying your first one.

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Workflow Automation

AI Workflow Automation: A Step-by-Step Guide for Business Teams

A step-by-step guide to automating business workflows with AI, from picking the first workflow to measuring ROI.

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Operations

AI in Operations: Where It Pays Off and How to Start

How operations teams can deploy AI to reduce manual work, improve forecasting and logistics, and measure the results.

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Blog posts

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AI

The Work That Wasn't Worth Automating a Year Ago

AI models got cheaper and more capable again this year. For an operating business, that moves the checking, reading, and chasing nobody has time for into the worth-automating column.

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Operations

Automating a Broken Process Scales the Failure

77% of US SMBs now use AI regularly, yet real revenue at the smallest US businesses has declined for four straight years. Both can be true because most teams buy AI and point it at the workflow they already have, so the AI speeds up whatever was already going wrong.

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Operations

Half Your Team Uses AI. So Why Hasn't Your Workflow Changed?

Your team drafts faster, summarizes calls, and cleans up spreadsheets with AI, yet quotes still sit and onboarding still lags. AI use at the task level doesn't change how work moves through the business. Fixing one painful workflow does.

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AI

How SMBs Can Automate Document Processing with AI

Small and mid-sized businesses pay people to re-key invoices, chase paperwork, and dig through shared drives. Intelligent Document Processing takes over the routine extraction and routing, and it is a practical first AI project.

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AI

Should SMBs Build Custom AI Software or Buy SaaS?

The wrong choice between custom software and SaaS costs SMBs twice, once in money and again in operational drag. This framework helps you decide when to buy, when to build, and when to do both.

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Operations

Where Your Team's Time Goes: 3 Out of 5 Days on Busywork

Asana's Anatomy of Work Index found knowledge workers spend 60% of their day on work about work, three days out of five. These are the five places the time goes, and how to get it back.

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External resources

Documentation, tools, and research we refer to.

AI Development

OpenAI Documentation

Official documentation for GPT models, APIs, and best practices for building with LLMs.

AI Development

Anthropic Claude Documentation

Guides and references for building with Claude, including prompt engineering and safety best practices.

AI Development

Google AI for Developers

Resources for building with Google's AI models and tools including Gemini and Vertex AI.

AI Tools

Hugging Face

Open-source AI model hub with thousands of pre-trained models for NLP, computer vision, and more.

AI Agents

LangChain Documentation

Framework for building applications powered by language models, including chains, agents, and retrieval.

AI Strategy

McKinsey — The State of AI

Annual report on AI adoption, trends, and business impact across industries.

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