Resources
Practical guides from our work across software, integrations and document workflows. Define the scope, test the assumptions and know what a useful handover should contain.
Guide 01
A practical AI pilot brief: workflow boundaries, data access, human approvals, evaluation, running costs and the decision to launch.
Read the guideGuide 02
Evaluate document extraction using field correctness, review workload and failure cases. Includes a synthetic test matrix and a downloadable CSV.
Read the guideGuide 03
A decision guide for choosing an existing tool, a CRM integration or a custom product, illustrated by LuckyTruck’s Salesforce and Zoho workflows.
Read the guideGuide 04
A practical checklist for first-release scope, integrations, acceptance, ownership, operating costs and handover—without arbitrary package prices.
Read the guideThe guides include a pilot brief, a synthetic document-evaluation matrix and an MVP handover checklist. Download and adapt them without a signup. When you want help applying them, explore our scoped engagements.
Rubix Labs
A few finishing touches.
