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AI & SYSTEMS

How I use AI in my work.

I use AI and automation in my own business, Epiphany Dynamics, to organize information, develop software, and manage recurring work. This page explains the tools I use and where human review fits into the process.

How AI fits into a project

I use AI assistants to help organize information, write software, and review changes. Some can also carry out tasks in other tools; those are often called AI agents. I decide what work they can do and what needs my review.

  1. Start with a clear request. I write down what the project needs and the decisions we’ve made.
  2. Keep useful information together. Project notes give me and the assistants the context needed to continue the work.
  3. Build and check the change. Code changes are developed separately from the working version and reviewed before they are accepted.
  4. Review consequential actions. I set approval requirements for actions such as publishing, booking, or spending money.

The tools I use to run the business

These tools handle different parts of my work. Each row leads with what the system is for; the technical details show how it is put together.

01Meeting and activity notes

Capture tools

Turns meetings, calls, and work activity into written notes I can refer to later.

Technical details

Three capture pipelines, one for screen, one for voice, one for chat, feeding a nightly summary job.

02Shared project notes

Knowledge vault

Keeps project context, decisions, and instructions together so the assistants and I can find them.

Technical details

Markdown notes on disk, a nightly ingestion job, shared memory files, and a local search index.

03Software build and review

Epiphany Loop

Organizes code changes and routes them through a second review before they are accepted.

Technical details

A dispatch board, one isolated worktree per agent, and a review gate in front of every merge.

04Day-to-day assistance

Hermes

Helps with scheduled tasks, service checks, and daily updates.

Technical details

A skill library, jobs on a timer, and a fail-closed install gate that checks every new tool before it runs.

05Rules for automated actions

Agent guardrails

Defines what an assistant may read or change and when it must stop for approval.

Technical details

Pre-run checks on writes, worktree isolation, routing rules for model tiers, and a humanizer pass on client copy.

06Code maintenance

GitHub Guardian

Watches the code projects I maintain and separates checking for problems from making changes.

Technical details

A read-mostly observer and a separate executor, with a transactional ledger of every merge it makes.

07Publishing review

Gravity

Organizes material for my websites and gives me a preview to approve before publication.

Technical details

A topic queue, per-site voice rules, and a preview step that ends in a human click.

08Article preparation

Mission Control

Helps prepare article drafts, images, and related links for review.

Technical details

Keyword research, model-generated drafts and images, automatic internal linking, and a deploy pipeline.

09Hosting and business services

Operations tools

Runs services such as booking, document signing, search, and databases that my business uses.

Technical details

A Linux server with TLS, dashboards, relays, self-hosted search, a vector store, and managed databases.

10Connections between tools

Workspace integrations

Lets the assistants use information in the business accounts where the work already happens.

Technical details

Read and write access to the ads and workspace accounts, credential handoff through a password manager, and keepalive jobs.

WORKING RULES

Give each task a useful result.
I define where the result should go and how I’ll check it, whether that’s a project note, a draft, or an update in another tool.
Set permissions before automating.
An assistant that drafts text needs different permissions from software that can change accounts or make payments.
Keep the site’s AI connection limited.
Visitors’ AI apps can read my published information and meeting availability. They can also submit a short note for my review. They cannot edit pages or reserve appointments.

Explore AI and automation projects for clients

Have a project in mind?

Tell me what you'd like to build or improve. We can talk through what you need and whether I can help.

Book a call with mepatrick@epiphanydynamics.ai