Free white paper · Nick Montano

How I use Pokee AI and ChatGPT together to build better AI workflows.

I use Pokee AI to coordinate recurring research and execution, and ChatGPT to challenge assumptions and turn findings into clearer decisions. This paper explains how I divide the work, review the evidence, and keep human judgment in the process.

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From AI Tools to an AI Operating Model by Nick Montano

From AI Tools to an AI Operating Model
By Nick Montano · September 2026

What you’ll learn

Give each part of the workflow a clear job.

01

Divide the work

Assign default responsibilities to Pokee AI and ChatGPT, with deliberate handoffs between execution and review.

02

Validate the output

Challenge assumptions, check source independence, and separate evidence from inference before acting.

03

Keep judgment human

Define the objective, set evidence standards, and recognize when the right decision is to wait or do more research.

About the author

Nick Montano

I work in enterprise sales and business development in legal technology, with a focus on eDiscovery, legal hold, and information governance. Montano AI is where I share lessons from applying AI to research, outreach, and decision-making.

This paper describes my own workflows and observations. It is a practitioner’s account, not a controlled product comparison.

The views expressed here are my own and do not necessarily reflect those of my employer.

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