scripod.com

How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)

How I AI

Aug 31
How I AI

How I AI

Aug 31

Shownote

Daniel Blum is a product manager at Melio, a B2B payments company, and one of the most systematic thinkers I’ve had on the show when it comes to personal AI infrastructure. He’s spent the past year building a Claude- and Cowork-based productivity system th...

Highlights

This episode explores how Daniel Blum built an AI-centered operating system to reduce the administrative burden of product management and create more time for higher-value work.
02:53
AI exposes the problems productivity tools missed
03:35
Cowork transforms how work gets coordinated
05:04
The real value is a self-rewriting system
06:05
Cowork turns scattered tasks into organized priorities
07:32
Deep context makes Claude more effective
09:03
Connected data keeps AI workflows current
11:03
Useful systems must reflect reality, not just plans.
15:00
Morning briefs turn scattered information into actionable context.
17:30
Claude preserves terminology while managing the board.
19:01
AI handles most routine computer work
20:00
AI's value compounds with continued use
25:01
AI must scale across the product team
26:30
AI improves fastest when it studies your edits
31:03
Rejected edits drive continuous improvement
37:40
Shared AI skills create a stronger company-wide baseline
38:02
AI compresses a week of PM work into one day
41:05
Automation creates space for deeper product work
42:34
AI frustration deserves a benchmark

Chapters

Daniel’s background and the PM overhead problem he needed to solve
00:00
His AI stack at Melio
03:30
The two rules that make any AI system genuinely powerful
05:00
The Notion board Cowork built for him (and manages on his behalf)
06:00
How he contextualizes Claude with voice memos, links, and recurring updates
07:30
His weekly prep automation
09:00
His morning brief
11:00
How Claude flags unknown internal terms and saves them to context
15:00
Running 70% to 80% of his workday through Cowork
17:30
Chrome connector vs. MCPs for tools without integrations
19:00
The real ROI question: why the early weeks feel slow, and why you push through anyway
20:00
Scaling the system to the team with the Workstation plugin
25:00
The self-improvement loop
26:30
How the Improve skill separates actually useful AI tips from the hype
31:00
The Workstation onboarding flow, and the UX lesson from distributing “Spectacular”
32:00
The 20% Claude still can’t do, and what changes when it can
38:00
What Daniel spends his reclaimed time on
41:00
Claude rage
42:30

Transcript

Daniel Blum: I cannot describe how powerful it is. I'm really able to do in a day now what used to take me a week. But more than that, I'll say it's a lot of deeper work. There's things that I do today that I just wasn't able to do before, whether it's mor...