Insights · Governance · 4 min

If we gave AI access to our CRM tomorrow, what would it be allowed to do?

That question sorts strategy from theatre faster than a use-case workshop.

It is a practical question. It does not require a new vocabulary.

May it read accounts? May it draft emails? May it change a stage? May it apply a discount? May it create a record? Who sees the log?

Most teams discover they do not agree

Sales wants speed. Legal wants a boundary. Security wants an identity. Finance wants an audit. The CRM owner wants to know who is accountable when a field is wrong.

Those disagreements already exist. Connecting an agent makes them visible.

Start there

An automation assessment that cannot answer this question is not an assessment. It is a conversation about tools.

GreyShacks starts with the work, the permissions, and the actions — then engineers the system that can live inside those constraints.

Start with one workflow.

Show us a process where AI still depends on people to gather information, make routine decisions, move between systems or finish the work.

Insights | GreyShacks