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Field notes

Case studies and practical notes on automation, databases, and the systems behind small businesses.

Latest · Guide

Wix vs. a Custom Website: When a Template Is Enough and When It Holds You Back

An honest comparison of DIY website builders like Wix and Squarespace versus a custom site built by an agency: SEO and indexing, data security, ownership, and the limits you hit as you grow.

Jul 19, 2026 · 8 min read

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Guide

How to Use AI to Fill Out Forms and Pull Data From Long PDFs

A practical guide for business owners: how AI document processing reads contracts, invoices, and applications, extracts the data you need, and fills out forms and templates automatically.

Jul 19, 2026 · 7 min read

Problem-Solution

How to Turn Your Excel Reports into Live Dashboards

Stop emailing spreadsheets around the office. Learn how to transform your Excel reports into real-time, interactive dashboards that update automatically.

Feb 10, 2025 · 3 min read

Problem-Solution

5 Signs Your Business Has Outgrown Manual Data Entry

Manual data entry costs more than you think. Here's how to know when it's time to automate—and what that actually looks like.

Feb 8, 2025 · 5 min read

Case Study

Case Study: Automating 15 Hours of Weekly Reporting for a Chicago Law Firm

How we helped a Chicagoland legal practice eliminate manual reporting, improve data accuracy, and save 780 hours per year with custom automation.

Feb 5, 2025 · 5 min read

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