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Notes on AI agents, RAG, automation and RevOps

Practical notes on AI agents, RAG, automation and CRM architecture for operations teams in growing companies, from real projects.

Title card reading "Hey Dad, tell me how to RAG! Chapter 0: the work before the RAG work", with a Question → Data → Answer diagram.
Latest · AI & Automation · Hey Dad, tell me how to RAG! · Chapter 0

RAG readiness checklist: 6 steps before you build

Chapter 0 of a series on a real RAG project: the six readiness steps to take before building anything, from AI maturity to build vs. buy.

Mateusz Chuchro10 min read

Series

Hey Dad, tell me how to RAG!

  1. RAG readiness checklist: 6 steps before you buildPublished

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The readiness check covers systems, data, workflows and AI readiness. Free, no sign-up.

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A 30-minute call. We’ll tell you what we’d build first.

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What happens next

  1. 130-min callWe look at your situation and tell you what we would build first.
  2. 2Technical Diagnostic2–3 weeks, fixed scope: audit report and roadmap.
  3. 3Build in sprints4–6 weeks each, documented and handed over.