How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)
AI & I
Feb 04
How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)
How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)

AI & I
Feb 04
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.
Natalia emphasizes that effective AI adoption requires both top-down executive commitment and bottom-up experimentation—leaders must champion AI while empowering internal champions to discover and scale high-impact use cases. She illustrates this with a private equity firm that slashed investment memo creation from weeks to 30 minutes by grounding AI in proprietary data and deep domain logic. Central to her framework is the 'plan-delegate-assess-compound' model, which prioritizes intentional planning before AI implementation. Her own journey building Claudie—a production-ready AI project manager—exemplifies iterative learning: scrapping three versions before landing on a system that autonomously handles client onboarding, status tracking, and reporting by synthesizing Gmail, Calendar, Drive, and meeting transcripts. Crucially, Natalia stresses that lasting success hinges on cultural permission to fail, dedicated creative time outside standard hours, and designing AI to augment—not replace—human judgment and relationships. The result? Teams reclaiming 10–14 hours weekly to focus on strategy and people, not spreadsheets.
00:00
00:00
Claudie automates gathering project-related information from Gmail, calendar, Drive, and meetings
04:41
04:41
CEOs must actively lead AI initiatives rather than delegating them
10:26
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
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
15:22
Engineers followed a four-step AI implementation process but lacked a planning phase, facing repeated challenges
17:55
17:55
Engineers can generate two weeks of work in an afternoon using the plan-delegate-assess-compound framework
20:52
20:52
Using AI effectively is like being a good manager with clear communication
26:03
26:03
The speaker had to discard their project-manager agent multiple times before finding an effective solution that saves time
36:46
36:46
Claudie autonomously onboards clients by integrating Gmail, Calendar, Drive, and call transcripts
44:09
44:09
Claudie saves 10–14 hours weekly in project management for finance and tech clients