I’ve cut task time by 90% in some cases. But I still can’t fully deploy AI in my workflow.

The past 2 months I’ve been experimenting with AI tools and building Agents, but as I take a step back, the same fundamental issues are still there.

It started as a productivity tool. I built a workbook in minutes that would have taken hours.

My mindset shifted. I started using Claude in Excel for simpler tasks and automating workbook rollforward with Claude Cowork.

But it didn’t feel integrated. It felt like I was forcing myself to use this new tool because I knew it was good for me, kinda like remembering at the McDonald’s cash register that the mobile app is faster.

I need the Agent to be integrated with my CRM or spend management tool, ping me or the other stakeholder for review or judgment call, and push the process along in the workflow.

Start with AI and end with AI.

Like when my stomach emits hunger signals, order my McNugget already, and have it delivered. Just let me choose the sauce I’m feeling that day 😂

But today, I’m still exporting data, delivering it to the Agent, generating output, and importing it back.

And that’s just with me and my workflow. Scaling it for the rest of the org is a whole other problem.

Data hygiene. System integration. Team collaboration. Same issues, different tool.

How has your team thought about the integration problem? Not just using AI, but actually deploying it?