The AIFBA Playbook

Expert Guides & Playbooks

Operator teardowns, AI tool deep-dives, and step-by-step automation workflows — updated weekly.

Healthcare AI implementation: why most pilots stall
Playbooks 13 min read

Healthcare AI implementation: why most pilots stall

Most healthcare AI pilots don't fail because of the model. They fail because the workflow around it isn't ready. Here's why healthcare…

Aayushi Upadhyay Aayushi Upadhyay · Jul 2, 2026 Read more
How Banks Should Evaluate Enterprise AI Vendors Before Investing
Playbooks 10 min read

How Banks Should Evaluate Enterprise AI Vendors Before Investing

The issue facing most banks is not one of AI; it’s an issue of workflow hidden under the hood of the shiny…

Aayushi Upadhyay Aayushi Upadhyay · Jul 1, 2026 Read more
Insurance claims workflow bottlenecks happen before review
Playbooks 8 min read

Insurance claims workflow bottlenecks happen before review

Claims delays are an intake problem, not an adjuster problem. Your files are bottlenecking long before a reviewer even opens them because…

Aayushi Upadhyay Aayushi Upadhyay · Jun 26, 2026 Read more
KYC verification workflow compliance risks you are ignoring right now
Playbooks 12 min read

KYC verification workflow compliance risks you are ignoring right now

Most fintech onboarding errors occur not due to difficult regulations but due to the fact that your data lives across five different…

Aayushi Upadhyay Aayushi Upadhyay · Jun 24, 2026 Read more
Revenue leakage from fragmented deal desk workflows: A SaaS guide
Playbooks 9 min read

Revenue leakage from fragmented deal desk workflows: A SaaS guide

Most founders blame shrinking margins on bad pricing decisions or poor sales talent. But the real problem is usually far more boring.…

Aayushi Upadhyay Aayushi Upadhyay · Jun 22, 2026 Read more
Spreadsheet workflow failures: why nobody knows who owns the automation
Playbooks 11 min read

Spreadsheet workflow failures: why nobody knows who owns the automation

Stop treating spreadsheets as permanent infrastructure. When your team builds a custom tracker, they aren’t showing a software preference they are exposing…

Aayushi Upadhyay Aayushi Upadhyay · Jun 19, 2026 Read more
Organizational knowledge loss: How to capture critical knowledge before employees leave
Playbooks 14 min read

Organizational knowledge loss: How to capture critical knowledge before employees leave

When a key person leaves, the real loss isn't their salary slot. It's everything they knew that was never written down. This…

Aayushi Upadhyay Aayushi Upadhyay · Jun 17, 2026 Read more
Shadow operations: the hidden systems employees build when workflows stop working
Playbooks 14 min read

Shadow operations: the hidden systems employees build when workflows stop working

By the time you notice the spreadsheet, it's already been running for three months. Shadow operations are the unofficial systems employees build…

Aayushi Upadhyay Aayushi Upadhyay · Jun 15, 2026 Read more
AI workflow audit: how to evaluate whether an automation should exist at all
Playbooks 11 min read

AI workflow audit: how to evaluate whether an automation should exist at all

Most businesses don't have an AI problem. They have a graveyard. Automations nobody remembers building, workflows that technically run but produce nothing…

Aayushi Upadhyay Aayushi Upadhyay · Jun 12, 2026 Read more