AI Workflows in Our Business
I write up the AI work I’m doing inside our small businesses (Modern Direct Seller and Oh My Hi). Not theory or experiments. Production workflows that run real parts of our operations.
It’s the most active thing I’m building outside of Oh My Hi itself.
Why I’m writing about it
There are plenty of AI tutorials. There’s very little “here’s what an AI workflow looks like inside an actual small business when you’re not selling AI tools yourself.”
That’s the gap I want to fill, for other small business operators asking the same questions.
When I show people what we’ve built (automated daily financial snapshots, custom skills that know our brand voice, agents that handle real operational tasks), the most common reaction is “wait, you can do that?” Yes! And this is how I’m sharing what’s worked.
What I’m building
Things currently running or in active development:
Financial snapshot pipeline
A daily automated workflow that pulls revenue, customer counts, and key metrics from our Stripe and platform data, normalizes them, and appends a row to a snapshot spreadsheet. The spreadsheet data is the source data for a financial dashboard to give as up-to-date (as of the current day), actual and projected revenue, MRR/ARR, retention/churn rates, and future renewal revenue estimates. This replaced a manual process nobody wanted to do.
Custom AI skills
Domain-specific instructions and tools that turn a general AI assistant into one that knows our brand voice, our customers, and our workflows. Skills for ad copy, email marketing, contract generation, customer support drafting, and more.
MCP server integrations
Connecting our actual business tools (Stripe, Google Workspace, ClickUp, our WordPress sites) to AI agents so the agent can act on our systems, not just talk about them.
What’s actually working (and what isn’t)
The real version of this updates as I publish posts. The short version for now: the workflows that have stuck are the ones that replace tasks I’d otherwise dread (financial snapshots, contract drafting, repetitive operational work). The workflows that haven’t stuck are the ones I built because they were technically interesting but solved problems I didn’t actually have. I keep learning that lesson.
Read along
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