Trelium Insights
Ideas that move enterprise AI forward
Perspectives on AI agents, automation design, and building for the enterprise from the team at Trelium.
From Draft Only to Live: A Practical AI Agent Rollout Checklist
"It's basically approved" is not a rollout decision. Here's a staged route from drafts to approved actions to limited autonomy, with named owners, written launch criteria, and a stop plan you've actually practiced.
When Two AI Agents Update the Same Record
An intake agent, a shipping agent, and one very helpful employee all edited the same order in the same minute. Here's how field ownership, version checks, and queues keep shared records intact.
Can AI Agents Run Behind a Firewall?
Yes. Here is what a firewall is, the three ways an AI agent can reach a system that sits behind one, and the one question about the AI model that most people forget to ask.
Set Up a Dedicated, Least-Privilege Account for Your AI Agent
"Just give it admin for the pilot" is how agents end up with access nobody can explain. Here's how to map each workflow action to a minimum permission, prove everything else is denied, keep an access-review record, and test revocation.
What to Add When Cold Email Alone Is Not Enough
When a cold email sequence goes quiet, sending more of it isn't always the answer. Here's how to diagnose the sequence, add content and channels that answer real buyer questions, and measure what moves.
Your ERP Has an API. Does It Cover the Workflow You Need?
"We have an API" answers a different question from "can this workflow finish in our ERP?" Here's a field and action checklist covering linked records, custom fields, attachments, and recovery.