AI Workflows

Step-by-step AI workflows for strategy, diligence, and operating decisions. Each post shows the problem, the workflow, the actual output, and how to use it.

These are practical AI workflows you can run today. Each one starts with a real strategic or diligence question, walks through how to solve it with AI, shows the actual output, and includes the prompt or script ready to copy.

No theory. No model deep-dives. Just workflows that compress hours of work into minutes.

B2B Customer Research: A Human-in-the-Loop AI Workflow

Five intervention points where human judgment gates AI output, and why that structure matters for diligence

ai-workflow

diligence

strategy

A structured workflow for using Claude to accelerate B2B customer research in diligence and strategy contexts, with explicit human review gates at each step to prevent compounding errors from unvalidated AI output.

May 7, 2026

Map Vendor Concentration, Leverage, and Renewal Risk from a Spreadsheet

Paste a vendor list into Claude and surface the procurement risks that derail integrations

ai-workflow

diligence

procurement

A structured workflow for using Claude to analyze a target company’s vendor list and identify single-source dependencies, unfavorable renewal timing, and supplier leverage risks before close.

May 2, 2026

Categories

B2B Customer Research: A Human-in-the-Loop AI Workflow

Map Vendor Concentration, Leverage, and Renewal Risk from a Spreadsheet