Max Beech
Founder, OpenHelm
Max Beech is the founder of OpenHelm, building AI workflow automation that connects to your tools, reads context, and does the steps, so you sign off on the result instead of producing it. He writes about agentic operations, Claude Code, and what it actually takes to automate knowledge work in practice.
Articles by Max
Jun 7, 2026 · 10 min read
Equity Research Automation: The Buy-Side Analyst's Complete Guide
How buy-side teams are automating data gathering, earnings analysis, and briefing generation, and what it means for analyst productivity in 2026.
Jun 7, 2026 · 8 min read
Managed AI Workflow Automation: What It Is and When You Need It
Managed AI workflow automation delivers done-for-you agentic execution with a human sign-off layer. Here's who it's for, what it replaces, and how to evaluate it.
Jun 8, 2026 · 9 min read
What Is an Enterprise AI Operator? The New Role Reshaping Knowledge Work
Enterprise AI operators manage the fleet of AI agents running inside an organisation. Here's what the role involves, who owns it, and how to stand one up in your team.
Jun 8, 2026 · 9 min read
How to Automate Your Investment Morning Briefing with AI
A step-by-step guide to automating the analyst morning briefing, covering data sources, agent configuration, approval routing, and what to keep in the human loop.
Jun 9, 2026 · 9 min read
Contract Review Automation: How AI Is Cutting Legal Due Diligence Time
How law firms and in-house legal teams are using AI to automate contract review, clause extraction, and due diligence workflows, and what the human-in-the-loop layer must cover.
Jun 9, 2026 · 10 min read
How to Build AI Agents: A Practical Guide for Non-Engineers
You don't need to write code to build production AI agents. This guide covers goal design, tool connection, approval routing, and the five most common mistakes first-time agent builders make.
Jun 10, 2026 · 8 min read
Cursor AI + MCP Integration: Connect Your Code Editor to Any Tool
A practical guide to connecting Cursor AI to external tools and data sources via the Model Context Protocol, covering setup, authentication, and the most useful MCP servers for developers.
Jun 10, 2026 · 8 min read
QBR Prep Automation: How RevOps Teams Reclaim 6 Hours a Quarter
Quarterly business reviews consume enormous prep time. Here's how RevOps teams are using AI agents to automate data gathering, slide drafting, and commentary, while keeping the strategic narrative in human hands.
Jun 11, 2026 · 9 min read
Investment Thesis Monitoring: How Hedge Funds Track Ideas at Scale with AI
Maintaining conviction in an investment thesis requires continuous monitoring against new data. Here's how hedge funds are using AI agents to track theses across earnings, news, and alt data without losing signal.
Jun 11, 2026 · 9 min read
Investment Due Diligence with AI: A Practical Workflow for Analysts
How investment teams are using AI agents to handle the information-gathering and synthesis phases of due diligence, compressing timelines without cutting corners.
Jun 12, 2026 · 10 min read
Zapier vs Make vs n8n vs OpenHelm: Which Automation Platform in 2026?
A direct, honest comparison of the four leading workflow automation platforms, covering pricing, use cases, AI capabilities, and when each tool is genuinely the right choice.
Jun 12, 2026 · 11 min read
AI for Work: The 10 Best Tools for Knowledge Workers in 2026
A practical guide to the AI tools knowledge workers actually use in 2026, covering writing, research, coding, scheduling, and the new category of agentic workflow automation.