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Claude Code for product managers: research, writing, context libraries, custom to-do system, more

Teresa Torres is the author of Continuous Discovery Habits and an internationally acclaimed speaker and coach. In this episode, Teresa demonstrates how she’s built a personalized productivity system using Claude Code to manage her tasks, automate research collection, and improve her writing. She shows how non-developers can leverage AI tools to create personalized workflows that match their unique needs and thinking style. *What you’ll learn:* 1. How Teresa built a personalized task management system in Claude Code that matches her exact workflow needs 2. Why she moved from Trello to a markdown-based system that gives her complete control and searchability 3. How she automated academic research collection with daily digests of relevant papers 4. Her strategy for organizing context files to make Claude more effective without overwhelming it 5. Why “pair programming” with Claude has become her approach to everything from writing to task management 6. How she uses Claude as a writing partner while maintaining her authentic voice 7. The power of slash commands and automation to reduce friction in daily workflows *Brought to you by:* Brex—The intelligent finance platform built for founders: https://brex.com/howiai Graphite—The next generation of code review: https://graphitedev.link/howiai *Detailed workflow walkthroughs from this episode:* • How I AI: Teresa Torres’s Claude Code System for Task Management, Automated Research, and ‘Lazy’ Prompting: https://www.chatprd.ai/how-i-ai/teresa-torres-claude-code-obsdian-task-management • How to Automate Academic Research with Claude Code and Python Scripts: https://www.chatprd.ai/how-i-ai/workflows/how-to-automate-academic-research-with-claude-code-and-python-scripts • How to Create a Granular Context Library for ‘Lazy Prompting’ with AI: https://www.chatprd.ai/how-i-ai/workflows/how-to-create-a-granular-context-library-for-lazy-prompting-with-ai • How to Build a Personalized Task Manager with Claude Code and Markdown: https://www.chatprd.ai/how-i-ai/workflows/how-to-build-a-personalized-task-manager-with-claude-code-and-markdown *In this episode, we cover:* (00:00) Introduction to Teresa Torres (02:10) Why Claude Code became Teresa’s productivity tool of choice (03:00) The evolution from browser-based AI to terminal-based workflows (04:14) Demo: Creating a personalized task management system (07:52) How the task system works with markdown files and Obsidian (12:56) Quick recap (14:13) Taking notes within tasks for better searchability (15:54) Demo: Automated research digest workflow (19:32) How the research plugin searches and summarizes academic papers (24:43) Filtering overwhelming information sources (29:00) Using small, focused context files instead of one large document (32:58) Claude as a writing partner: review, research, and refinement (35:34) Recap of workflows and lightning round *Tools referenced:* • Claude Code: https://claude.ai/ • Obsidian: https://Obsidian.md/ • VS Code: https://code.visualstudio.com/ • Descript: https://www.descript.com/ • ChatGPT: https://chat.openai.com/ • Trello: https://trello.com/ *Other references:* • Continuous Discovery Habits: https://www.producttalk.org/continuous-discovery-habits/ • Google Scholar: https://scholar.google.com/ • Claude Code: What It Is, How It’s Different, and Why Non-Technical People Should Use It: https://www.producttalk.org/claude-code-what-it-is-and-how-its-different *Where to find Teresa Torres:* Blog: https://producttalk.org/ Podcast: https://justnowpossible.com/ Book: https://www.amazon.com/Continuous-Discovery-Habits-Discover-Products/dp/1736633309 LinkedIn: https://www.linkedin.com/in/teresatorres/ *Where to find Claire Vo:* ChatPRD: https://www.chatprd.ai/ Website: https://clairevo.com/ LinkedIn: https://www.linkedin.com/in/clairevo/ X: https://x.com/clairevo _Production and marketing by https://penname.co/._ _For inquiries about sponsoring the podcast, email jordan@penname.co._

Claire VohostTeresa Torresguest
Jan 19, 202643mWatch on YouTube ↗

CHAPTERS

  1. Teresa Torres’ background and why she’s all-in on Claude Code

    Teresa Torres (Continuous Discovery Habits) explains how her AI usage evolved from web chat tools into Claude, then into Claude Code inside VS Code. The key shift is treating Claude like a pair-programming partner for non-coding work too.

  2. Escaping Trello lock-in: building a personal task system with Claude

    Teresa shares the motivation behind creating her own task management workflow: heavy note-taking and fear of losing or locking away her data in Trello. Moving tasks into a text-first system makes them searchable, portable, and AI-actionable.

  3. Demo: the /today slash command that generates her daily plan

    Teresa demonstrates a custom Claude Code slash command that compiles her day automatically. It creates a “today” file, pulls in due/overdue tasks, ongoing ideas, and research digest items—turning a daily ritual into a one-command workflow.

  4. Under the hood: Markdown + Obsidian as the task database

    The system is built on plain Markdown files stored in Obsidian, where each task has structured YAML front matter. Claude (and scripts) can reliably query these files by due date, type, and tags, enabling fast automation without a GUI.

  5. Creating a new task in seconds (and why speed matters)

    Teresa shows how she creates a new task by simply typing an instruction to Claude while working in the terminal. The benefit is avoiding slow, click-heavy interfaces and capturing tasks in the same environment where she’s already operating.

  6. Claude-driven tagging and flexible views (e.g., sales pipeline on demand)

    A major advantage of Teresa’s system is that Claude handles task tagging, making it easy to generate dynamic views like a sales pipeline without manual upkeep. She maintains a tag taxonomy with Claude to keep the system consistent over time.

  7. Embedding work notes inside tasks for powerful retrieval

    Teresa keeps in-progress notes directly inside the task file, including bugs and partial work state. This creates a searchable “work journal,” and Claude helps recover details even when she only vaguely remembers what she wrote.

  8. Daily automated research digest: turning an academic firehose into a routine

    Teresa explains a workflow that delivers a daily research digest into her task list. She scans titles/abstracts, manually downloads a few PDFs, and gets high-quality method-focused summaries the next day.

  9. How the research plugin works: scripts, cron jobs, and summarization agents

    She built the research system as a plugin backed by two Python scripts running on cron schedules. One gathers new papers from sources; the other detects newly saved PDFs and triggers Claude Code agents to produce structured summaries.

  10. Summaries that emphasize rigor: methods, measures, and effect sizes

    Teresa intentionally designed her summarization prompt to focus on the parts that matter for judging research quality. This lets her quickly spot weak measurement choices and decide whether a paper is credible or useful.

  11. Extending the idea: competitive analysis and other information digests

    Beyond academic research, Teresa describes using Claude to “Google for her” and generate structured reports like competitive analyses. She also imagines similar digests for social content (e.g., LinkedIn), though API access is a constraint.

  12. Context libraries: building small, reusable files for ‘lazy prompting’

    Teresa maintains an “LLM context” vault: many small, focused Markdown files covering business and personal context, plus a writing style guide. She learned that too much context hurts performance, so she uses indexes to load only what’s needed.

  13. Claude as a writing partner: research checks, critique, hooks, and typos

    Teresa doesn’t want to automate her writing, but uses Claude heavily for augmentation: validating claims, strengthening hooks, critiquing sections, and cleaning up errors. The custom style guide makes feedback specific and aligned to her voice.

  14. Lightning round: tool stack, feature wishes, and what to do when Claude gets stuck

    Teresa shares she mostly sticks with Claude Code + VS Code rather than chasing new tools like Cursor. When Claude derails, she resets with /clear and relies on documentation/context files to restart without re-explaining everything.

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