How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)
How I AI
Feb 02
How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)
How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI
Feb 02
Shownote
Shownote
Reid Robinson, Principal AI Product Strategist at Zapier, shares how he uses
Model Context Protocols (MCPs) to automate tedious tasks and create powerful
workflows. He demonstrates practical workflows that combine Zapier’s more than
8,000 app connections with AI tools like Claude to create systems that work
while he sleeps.
What you’ll learn:
1. How to use Zapier’s MCP server to create custom collections of tools that
work seamlessly with Claude, ChatGPT, and other AI assistants
2. A workflow for using Claude Projects to provide detailed instructions for
tool usage, improving reliability and consistency
3. How to automate CRM updates and meeting preparation by connecting AI to your
calendar, notes, and internal knowledge bases
4. A system for creating a virtuous cycle of customer feedback by automatically
analyzing support tickets and updating knowledge bases
5. Why thinking about “what your AI could do while you sleep” is a powerful
framework for identifying high-impact automation opportunities
6. Personal use cases, including family calendar management and creating custom
songs that demonstrate AI’s ability to bring joy beyond work
—
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—
In this episode, we cover:
(00:00) Introduction to Reid Robinson and his role at Zapier
(02:41) Understanding MCPs as app integrations for AI tools
(04:05) How Zapier’s approach to MCPs works with over 8,000 apps
(09:00) Using Claude Projects to improve tool usage instructions
(12:05) Post-meeting notes management
(15:25) Comparing deterministic workflows vs. agentic instructions
(18:15) Reid’s idea jammer
(20:04) Building a customer interview preparation workflow
(23:10) Using Gemini for processing file-based data
(25:05) Creating a virtuous cycle of customer feedback analysis
(29:16) The “if you could run ChatGPT in your sleep” framework
(31:48) Quick recap
(33:03) Personal use cases
(37:16) Using Notebook AI to prepare personalized interview prep
—
Tools referenced:
• Reid’s Resources for How I AI: https://how-i-ai-reid.zapier.app/resources
[https://how-i-ai-reid.zapier.app/resources]
• Claude: https://claude.ai/ [https://claude.ai/]
• Zapier: https://zapier.com/ [https://zapier.com/]
• Zapier MCP: https://zapier.com/mcp [https://zapier.com/mcp]
• Granola: https://www.granola.ai/ [https://www.granola.ai/]
• Coda: https://coda.io/ [https://coda.io/]
• Suno: https://suno.ai/ [https://suno.ai/]
• Notebook AI: https://www.notebook.ai/ [https://www.notebook.ai/]
• Gemini: https://gemini.google.com/ [https://gemini.google.com/]
—
Other references:
• HubSpot: https://www.hubspot.com/ [https://www.hubspot.com/]
• Databricks: https://www.databricks.com/ [https://www.databricks.com/]
—
Where to find Reid Robinson:
LinkedIn: https://www.linkedin.com/in/reidtrobinson/
[https://www.linkedin.com/in/reidtrobinson/]
—
Where to find Claire Vo:
ChatPRD: https://www.chatprd.ai/ [https://www.chatprd.ai/]
Website: https://clairevo.com/ [https://clairevo.com/]
LinkedIn: https://www.linkedin.com/in/clairevo/
[https://www.linkedin.com/in/clairevo/]
X: https://x.com/clairevo [https://x.com/clairevo]
—
Production and marketing by https://penname.co/ [https://penname.co/]. For
inquiries about sponsoring the podcast, email jordan@penname.co.
Highlights
Highlights
Reid Robinson, Zapier’s Principal AI Product Strategist, explores how Model Context Protocols (MCPs) transform AI from passive chatbots into proactive, task-executing agents—enabling automation that runs continuously and reliably across real-world applications.
Chapters
Chapters
Introduction to Reid Robinson and his role at Zapier
00:00Understanding MCPs as app integrations for AI tools
02:41How Zapier’s approach to MCPs works with over 8,000 apps
04:05Using Claude Projects to improve tool usage instructions
09:00Post-meeting notes management
12:05Comparing deterministic workflows vs. agentic instructions
15:25Reid’s idea jammer
18:15Building a customer interview preparation workflow
20:04Using Gemini for processing file-based data
23:10Creating a virtuous cycle of customer feedback analysis
25:05The “if you could run ChatGPT in your sleep” framework
29:16Quick recap
31:48Personal use cases
33:03Using Notebook AI to prepare personalized interview prep
37:16Transcript
Transcript
Claire Vo: MCPs, I will say, it's a concept that's really hard to understand for folks.
Reid Robinson: Yeah, definitely don't think about the word. It really just is like app integrations for your AI tools. You can create these collections of tools from a...
