our State of Business AI 2026 Report It surveyed more than 2,100 business professionals — 86% of whom were B2B marketers — and asked them which AI training they wanted most.
The first two answers were not about tools or models but rather about implementation:
- 58% want training on integrating AI into their current workflow.
- 51% want to learn how to use AI agents in their work.
The request is clear. “How” is more difficult.
Rachel Woods He is the founder and CEO of The AI Momentum Protocols (AMP), and a leading practitioner of AI agents and workflow automation for business teams. We asked her to break down exactly how she handled this. Here’s what she said.
1. Own the rules of the game, rent the technology.
Before touching any tool, the best teams think about the rules of the game: what they want the AI to do and how. They design from business problems and processes, not from the capabilities of the tool. This discipline is important because it makes the rules of the game the asset you own. The tool is a rental. Tools change. Holds a well-designed playbook.
2. Start with an expert in the ring, then work your way out.
Don’t start with automation. Instead, start by building the simplest version with AI handling what it can and a human reviewing everything. All correction goes back to the instructions. You can gain automation by gradually removing yourself from the loop. Trust must be built before autonomy can be granted.
3. Prioritize momentum over perfection.
Find the smallest useful playbook you can create, work on it, and let momentum move you forward. Think of playbooks like Lego bricks: once you play the first piece, you can play the next. Collection of small victories. Teams that wait for the perfect system never build anything.
So, the approach is not to get caught up in the tools or expect them to do all the heavy lifting. Focus on the process and solution you are looking for. The tools, with human supervision, will help you get there.
He learns more
Woods will delve into the topic of how teams can run AI agents at scale at the AI for B2B Marketers Summit later this month. You’ll share more about how you and your team can build agent-supported workflows that you can trust and scale.
To register for the free virtual summit on June 25, visit: https://www.marketingaiinstitute.com/events/ai-for-b2b-marketers-summit
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