Briefings

How to onboard AI into your business

Written by

Anthony DeMattos

4 min read

Video · 3 min

Access is not understanding

When a new hire shows up on their first day and gets logins to every business system, do they understand how the business works? Do they know the processes and standards?

Of course not.

That’s something they learn over time. Coworkers guide them and show them how things are actually done. They ask questions, make mistakes, get corrected, and pick up all the unwritten rules.

So why do we expect AI to be any different? Giving AI access to all your systems doesn’t mean it knows how your company works. And unlike a new hire, it doesn’t learn from doing the work. Correct it today, and someone else on the team will run into the same mistake tomorrow.

AI tools have memory now, but it’s a notebook of facts, not an understanding of the business.

AI is a new hire who is always on day one.

Smarter models won’t fix this

The latest AI models are incredible. They write code, make videos and build slide decks in minutes, and they keep getting better and cheaper.

So it’s natural to think the next one will figure out how your business actually works. It won’t. Not because it isn’t smart enough, but because intelligence isn’t what’s missing.

Hire the best COO in the world. On day one, they don’t know how an order actually moves through the business, which spreadsheet is the real schedule, or who has to sign off before a job can start. None of it matches the org chart or the software. So they ask, for months.

AI is in the same position, except it rarely stops to ask. It guesses: confidently, fluently and wrong.

Models know everything about the world and nothing about your business. That part has to come from you.

What’s missing: a map of your business

What AI is missing is a map of your business: what things are, how they connect and how work gets done. A new hire builds that map in their head over months. AI needs it written down.

Take Acme, your biggest customer.

In your CRM, they’re “Acme Corp.” In accounting, they’re two companies: “Acme Holdings” and “Acme Services.” In the shared drive, they’re a folder called “Acme - Active.” And in timesheets, they don’t exist at all. They’re just P-2291.

Now ask AI: How much margin did we make on Acme last year?

Without a map, it has to guess which accounts are Acme, which projects belong to them and which timesheets count. Ask twice and you get two different answers.

With a map, Acme is defined once and linked to its accounts, projects, invoices and timesheets. Margin is defined the way your business calculates it. The AI just follows the links. It gets the same answer every time, and you can see how it got there.

Guesses which records are Acme

Acme appears under five names in four systems: Acme Corp in the CRM, Acme Holdings and Acme Services in accounting, Acme - Active in the shared drive and P-2291 in timesheets. Without a map, the AI wanders between them and guesses. With a map, one Acme is linked to every record, and the AI follows the links.

Same AI. Same intelligence. It just stopped guessing.

Start with one process

Most companies roll out AI by giving everyone a chat tool hooked up to a few systems. One person builds a dashboard of their day. Another rebuilds the CRM as a demo. Lots of demos, and a growing token bill.

Then the CFO asks what it’s done for the business. People are saving time here and there, but nothing shows up in the numbers. The budget gets cut.

That’s AI theater. Activity that looks like progress but creates no value.

Real value comes from getting AI to work inside the business, on the work that actually moves things forward: proposals, site surveys, compliance reports.

You can’t map it all at once. So you start with one process, then the next. Each one adds to the map, so you never start from scratch. Proposals teach AI your customers and projects. Site surveys reuse all of it and add your job sites.

New to the mapReused
Three processes, mapped one after another. Proposals add customers and projects to the map. Site surveys reuse customers and projects and add job sites. Compliance reports reuse all three and add inspections. Each process reuses more of the map and adds less.

Each process you map makes the next one easier.

Who’s doing this

None of this is theory. Palantir built one of the most valuable software companies in the world on this idea. They build the map of a business, deliver real use cases on top of it, and swap in whichever model is best at the moment.

But Palantir works with governments and the Fortune 500. Sixb brings the same approach to everyone else. We start with one process that matters to your business, build the map on the systems you already use, and keep going one use case at a time.

One of our customers tried using Claude to speed up quoting. They spent money on tokens, got nothing usable, and didn’t know where to go next.

So we mapped the process: the customer in the CRM, the job site in CompanyCam, pricing in a spreadsheet, the signature software and filing in Google Drive.

Now every quote runs through that one process, with the team and the AI working inside it together. Signed quotes file themselves in Google Drive. Follow-up reminders land on the right calendars. And it barely uses any tokens, because the AI isn’t guessing anymore.

Onboard your AI

You’d never hand a new hire a stack of logins and walk away. Don’t do it to AI either.

Models will keep changing, and you’ll keep switching to whichever one is best. The map of your business stays with you. That’s the part worth building.

The companies that build it will see AI in their numbers. The rest will keep paying for demos.

So pick one process, the one that eats the most time or breaks the most often, and start there.

Start with one workflow.

Bring the one that slows you down most. We’ll map it with you on a 30-minute call.

You’ll talk to a founder: Anthony or Quentin.