Notes on tech partnerships, revenue, and relationships.
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Where NOT to use AI in partnerships
Where AI does not belong in partnerships work: relationship judgment, negotiation, unreviewed external sends, and sensitive partner or customer data.
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AI note-taking and follow-up for partner calls
How to use AI note-taking on partner calls: capture with consent, extract actions, sync to the CRM through a review gate, and draft follow-ups a human still sends.
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Drafting integration code with AI: a safe workflow
A safe workflow for drafting integration code with AI: prototype, senior review, tests, then ship, plus what you should never auto-merge.
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AI-assisted security questionnaires and RFP responses
How to draft security questionnaire and RFP answers from a knowledge base with AI, keep a human sign-off, and stop stale or invented controls from shipping.
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Building an internal partner dashboard with AI
How to auto-build an internal partner dashboard from call transcripts and CRM fields, what to surface for operators and execs, and how to keep the view trustworthy.
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AI for partner research and qualification
How to research partner fit, enrich accounts, and qualify technology partners with AI, then verify every output before you spend engineering time.
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Using AI to prototype partner integrations
How to spike a partner integration with an AI assistant, learn fast from a sandbox, and keep a review-and-ship discipline so drafts never become production by accident.
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Automating account mapping with AI
How to match partner account lists with AI, deduplicate names, prioritize co-sell targets, and handle privacy when two companies share customer data.
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AI-generated partner collateral: process and guardrails
How to draft partner one-pagers, decks, and FAQs with AI, keep brand control, and run a human edit pass before anything reaches a partner.
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