Field notes
Practical notes on working with AI agents in project teams: what to start with, where shared context helps, and how to keep people in control.
How to give Claude access to your team’s projects and calls
Connect Claude to a Starlings workspace with MCP, start read-only, and understand which project records and finalized meeting notes it can access.
By Envisioning · Published
What should a small consultancy automate first with AI?
Start with one internal hand-off after a finished client call: turn agreed actions into reviewable project tasks, with the source and a person still in control.
By Envisioning · Published
Why should an AI agent work in the same project as your team?
An agent is more useful when its assignment, source context and result stay with the project. Here is what shared context changes, and what it should not grant.
By Envisioning · Published