The systems that count
Each of these can be included on its own or together. You choose, system by system.
Long-running conversations with customers, vendors and coworkers in Google Workspace or Microsoft 365.
Files and shared drives
Reports, templates, procedures and proposals kept in Google Drive, Dropbox or SharePoint.
Team chat
Channels and threads in Slack or Teams where day to day problems get worked out.
CRM
Account history, call notes and deal stages in tools like HubSpot or Salesforce.
Service tickets
Your help desk or service inbox, from first request through reply to resolution.
Project tools
Boards, tasks and status updates in tools such as Jira, Asana or Monday.
ERP and finance
Orders, purchasing, inventory and invoice workflows from your ERP or accounting system.
Code
If you write software, your repositories, pull requests and code review comments.
Why ordinary records are useful
AI labs license records from businesses so their models can be trained and tested on real work. If a model has read only the public web, it knows very little about how a company runs inside.
What your records hold is a chain of events. A request arrives, someone asks something, a file is revised, a call is made and the job is closed. That chain is what has value. Nobody needs to tidy or polish it first.
Years of history help. So does a team big enough that many people wrote, answered and made decisions in shared systems.
What a useful thread looks like
- A customer asks for a quote. Someone checks stock, asks a colleague, drafts a price and follows up a week later.
- A job runs late. People message each other, revise the schedule and explain the change to the customer.
- A ticket is opened. The support team asks questions, tries a fix, passes it up and closes it out with a note.
- A process gets written down. The draft is reviewed, fixed and saved as the way things are now done.
Who usually qualifies
- 20 or more employees. Plenty of people working in common tools.
- 3 or more years in business. Enough time for the records to show work changing.
- Records in business software. Microsoft 365, Google Workspace, Slack, project tools, a CRM or an ERP.
No preparation needed
You do not need clean data, a data team or a single system of record. You do not need to know today which systems you would include. Scoping comes later, and every choice made there belongs to you.
If you would rather not share certain records, they simply stay out. Before anything is shared, sensitive data still in scope is excluded or de-identified.
Find out what your records could be worth.
View my estimate