Notebook · My methodology

How I think about
building AI systems.

The questions I work through when translating a business into context, capabilities, and decisions an AI system can act on.

Objectives · Roles · Events · Authority · Feedback A methodology to examine, test, and revise.

The methodology

Five questions before building.

I start with what success means. Then I ask what each role needs to know, what changes its understanding, and what evidence would justify giving a system more responsibility.

P0What are we optimizing for?I want an explicit objective and a way to recognize failure. Faster execution is useful only if it serves the right outcome.
P1What does each role need to know?I map responsibilities, information, decisions, and dependencies. This is how I begin defining the ThoughtSpace around each role.
P2Which changes should trigger attention?I look for events that change a decision: a customer signal, an incident, a budget change, or a completed task. An event matters because of the role it affects.
P3What may the system do?I separate what the model can propose from what the surrounding system permits. Tools, contracts, access, approvals, and escalation make that boundary explicit.
P4How will we learn?I start with a bounded experiment. I want to observe errors, compare outcomes, and learn what needs to change before widening the scope.

Legibility in practice

Making a function legible.

I map each function end to end. I’m looking for what each unit owns, consumes, and exposes, so that its context and responsibilities can be represented explicitly.

01DepartmentThe unit under the lens.
02FunctionsThe reusable capabilities it performs.
03InputsWhat it consumes to do the work.
04OutputsWhat it produces.
05ConsumersWho depends on those outputs.
06AI OpportunitiesWhere intelligence improves the decision.
07Human Judgment GatesWhere a person must remain in the loop.
08ROIWhat it's worth.

For me, the map comes before the architecture. It exposes the missing context, conflicting objectives, and ambiguous ownership that a model alone cannot resolve.

Figure 01

Make a function legible before automating it

  1. Owned inputsSources, permissions, and prerequisites
  2. Defined workSteps, tools, decisions, and exceptions
  3. Judgment gatesWho can approve what, with which evidence
  4. Usable outputsA clear contract for the next consumer
Assess value, readiness, risk, and effort against this map. A missing input or decision owner is a design finding, not something the model should guess.

Prioritization

How I evaluate and classify.

Score every opportunity

  • Business value
  • Data readiness
  • Risk
  • Engineering effort
  • Strategic importance
  • Estimated ROI

A score informs a choice; it does not replace judgment.

Classify by autonomy

L1Copilot: a human performs the work
L2Automation: AI does repetitive work
L3Decision Support: AI recommends
L4Autonomous: AI acts inside guardrails

I treat autonomy as a decision to earn through evidence. Task risk, evaluation results, reversibility, and oversight matter more than a model’s confidence alone.

What guides my choices

Design principles.

01

Naming is the UX

Functions are named the way the business names work, so a manager can read the system like a table of contents.

02

Make the role inspectable

I describe roles through inspectable specifications: inputs, tools, standards, triggers, error paths, and escalation. The role definition should be understandable even when the model’s internals are not.

03

Make silence interpretable

A quiet system might be working well, or it might have stopped observing. I want monitoring that distinguishes the two.

04

Isolate judgment

I want routine execution to reduce the demand on attention, while uncertainty, exceptions, and consequential choices remain visible to people.

05

People retain control

People need to know what a system can do, why it is asking for a decision, and how to correct or stop it. Control must be practical, not merely promised.

06

A recursive concept engine

I treat recurring corrections as candidates for changes to instructions, tools, or workflows. Those changes need evaluation and review before becoming the new default.

Figure 02

A correction is a candidate, not a new rule

  1. ObserveCapture the error or correction with its context.
  2. ProposeIdentify the instruction, tool, or workflow that might change.
  3. EvaluateTest the change against the original failure and relevant counterexamples.
  4. ReviewAn owner approves the scope and records the version.

Observe the next runs; reverse or refine the change if the evidence does not hold.

The recursive part is a reviewed improvement to the machinery. It does not allow the system to increase its own authority.

The aim

More context for the decisions that need judgment.

What I’m aiming for

The direction I’m interested in is a business whose roles have clearer context, whose capabilities can respond to relevant events, and whose decisions remain accountable.

I don’t see this as a finished architecture. It is a way to reason about systems that need to be observed, maintained, and revised as the business and the models change.