Pitstop Guides
Guides for firms that run AI agents
Practical guides on choosing, approving and running AI agents in a professional-services firm. Each one names its sources and the point where a person signs off.
- AI Agents vs Agentic AI: What’s the Difference?
AI agents handle bounded tasks; agentic AI adds wider planning and coordination. Compare scope, control, and the right job request.
- AI Proposal Generators for Consulting Firms: What to Automate and What to Approve
See what an AI proposal generator should draft for a consulting firm, what a partner must approve, and how to preserve the exact final proposal.
- How to Choose an AI Notetaker for a Professional-Services Firm
Choose an AI notetaker by testing the whole meeting workflow, not the transcript alone.
- How to build an AI governance framework for small firms
Build an AI governance framework for small firms with written rules, named owners, approval thresholds, exceptions, and retained evidence.
- AI Acceptable Use Policy for Professional Services
Copy an AI acceptable use policy for a 5–50 person professional-services firm, with input rules, human review, approvals, and records.
- Your Team Already Uses Personal AI. Here Is How Your Firm Takes Back Control
Control plan for professional services firms using personal ChatGPT or Claude: inventory uses, separate data, assign autonomy, and require human approval.
- Autonomous AI Agent Levels L0–L4
Choose the lowest useful autonomy level for a professional-services job, from a returned draft to a bounded recurring run with human approval.
- ChatGPT for consultants: an operating guide for client-safe agent work
ChatGPT or Claude should not become the operating system of a consulting firm. Start with one bounded workflow.
- Legal Document Automation With Human Sign-Off
Choose the right legal document automation output and define human sign-off before any document leaves your firm.
- Document comparison tool: choose by format and risk
Choose a document comparison tool for Word, PDF, or text, then use a human-reviewed acceptance checklist for sensitive document changes.
- Recruiting automation tools: choose the work before the software
Choose recruiting automation tools by the repeatable step, required artifact, and human decision. Compare software with one scoped recruiting job.
- Do you need professional services automation?
Choose a PSA suite, one bounded automation job, or both by separating shared service operations from a closed deliverable.
- Agentic AI tools list: choose the right category
Compare an agentic AI tools list by category. Choose n8n, a code framework or SDK, or a bounded job service based on what your team wants to own.