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How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)

Overview

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Highlights

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How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)

AI & I

Feb 04
AI & I

AI & I

Feb 04
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

A few weeks ago, Natalia Quintero wouldn’t have called herself technical. But since the beginning of January, she has woken up at 6 a.m. to vibe code with Claude. The AI project manager she built saved her 14 hours a week.  Getting there meant scrapping...

Highlights

In this episode, Natalia Quintero—head of AI consulting at Every—shares hard-won insights from guiding dozens of high-stakes organizations through AI adoption, revealing what truly drives success beyond tools or budgets.
00:00
Claudie automates gathering project-related information from Gmail, calendar, Drive, and meetings
04:41
CEOs must actively lead AI initiatives rather than delegating them
10:26
An investment firm can now create a high-quality investment memo draft in 30 minutes, down from two to three weeks
13:36
Understanding the nuances in a team's collective thinking, like in an investment memo, is the hardest but most valuable part of AI
15:22
Engineers followed a four-step AI implementation process but lacked a planning phase, facing repeated challenges
17:55
Engineers can generate two weeks of work in an afternoon using the plan-delegate-assess-compound framework
20:52
Using AI effectively is like being a good manager with clear communication
26:03
The speaker had to discard their project-manager agent multiple times before finding an effective solution that saves time
36:46
Claudie autonomously onboards clients by integrating Gmail, Calendar, Drive, and call transcripts
44:09
Claudie saves 10–14 hours weekly in project management for finance and tech clients

Chapters

Introduction
00:00
Why successful AI adoption requires coordinated, top-down effort
01:30
How a private equity firm reduced investment memo creation from weeks to 30 minutes
07:05
The benefits of connecting AI to proprietary context
13:30
The plan-delegate-assess-compound framework for engineering teams
15:20
How non-technical team members are becoming vibe coding addicts
17:55
Building Claudie: an AI project manager from scratch
20:50
Why creative exploration time outside the 9-to-5 is essential
23:00
Live demo: How Claudie automates client onboarding and tracking
27:50
The human side of AI: spending less time in spreadsheets, more time with people
38:40

Transcript

Natalia Quintero: For AI to be useful to a company, it needs to be a coordinated effort. Claudie is our project manager for the consulting work that we do with our clients. Dan Shipper: You just launched four subagents. To look through your Gmail, look th...