Field Notes
Practical notes on AI agent deployment.
Short essays on where agents fit, how teams should sequence implementation, and which technical choices actually change the operating model.
I-9 Employment Eligibility Verification Packets for HR Operations
An I-9 employment eligibility verification agent should assemble a review record, watch Section 2 and reverification clocks, and route attestation. It should not sign Form I-9 or close an E-Verify case on its own.
Certificate of Insurance Tracking Agents for Vendor Compliance
A certificate of insurance tracking agent should compare each certificate to the contract's insurance requirements, name every gap, and route the decision to a risk owner. It should not accept coverage, request endorsements, or release payments on its own.
Chargeback Representment Packets for Payments Operations
A chargeback representment agent should assemble evidence against the cardholder claim and route accept-or-counter decisions. It should not submit to the issuer on its own.
Access Recertification Agents for Periodic User Reviews
An access recertification agent should assemble evidence packets and route keep-or-revoke decisions, not remove entitlements on its own.
Shadow AI Inventory for Unsanctioned Agent Discovery
A shadow AI inventory classifies unsanctioned models, custom GPTs, and embedded SaaS agents, then routes keep, govern, or retire decisions. Discovery without an owner is just a longer list.
Privacy Request Packets for DSAR and Consumer Rights
A privacy-request agent should verify identity, locate systems, and assemble an export or denial packet. It should not release a copy or delete records on its own.
Agent Incident Rollback for System-of-Record Repairs
Agent rollback is a compensating repair in the system of record. Replaying a checkpoint does not unpost overtime, unsend a notice, or restore a closed period.
Agent Cost and Latency SLOs for Production Queues
An agent SLO should bind cycle time and cost per completed case to a named queue. Token charts without an error budget do not tell operators when to shed load.
Third-Party AI Vendor Risk Reviews
An inbound AI vendor review should produce a use-case packet covering models, data flow, subprocessors, and change notice. A recycled SOC 2 questionnaire is not enough.
Citation Freshness for Retrieval-Backed Agents
A retrieval-backed agent should cite a current controlled source or stop. Filename annotations are not enough when the work instruction has a revision stamp.