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How one designer led an AI revolution at Pendo: The paternity leave epiphany | Brian Greenbaum

Brian Greenbaum is a Senior Staff Product Designer at Pendo who led a company-wide AI transformation after a personal epiphany while on paternity leave. After experiencing the power of AI coding tools firsthand, he created a structured approach to help his entire product organization adopt AI. In this episode, Brian shares his complete playbook for driving AI adoption across teams, measuring success, and navigating the organizational challenges that come with new technology adoption. *What you’ll learn:* 1. The exact Slack message Brian sent while on paternity leave that kickstarted his company’s AI transformation 2. How to structure both synchronous and asynchronous AI learning opportunities for maximum adoption 3. The two-pronged approach that dramatically increased AI tool usage across teams 4. Why becoming your company’s AI champion is one of the best career moves you can make right now 5. How to measure AI adoption success with sentiment surveys and clear metrics 6. The critical role of creating a “golden path” for AI tool usage with legal, security, and finance teams *Brought to you by:* Google Gemini—Your everyday AI assistant: https://ai.dev/ Lovable—Build apps by simply chatting with AI: https://lovable.dev/ *In this episode, we cover:* (00:00) Introduction to Brian Greenbaum (01:38) Brian’s paternity leave epiphany that sparked an AI initiative (05:00) Sending the message that launched a transformation (12:25) The two-pronged approach: synchronous and asynchronous learning (17:29) Encouraging experimentation and creative exploration (18:41) How AI enables designers to move beyond MVP thinking (22:00) Quick summary of the two-pronged approach (24:43) Measuring AI adoption (33:48) Creating a centralized AI knowledge center (35:58) Building an MCP server to demonstrate AI’s potential (44:08) Why technical understanding is crucial for non-technical roles (46:01) Final thoughts *Tools referenced:* • Cursor: https://cursor.com/ • Bolt.new: https://bolt.new/ • Claude: https://claude.ai/ • ChatGPT: https://chat.openai.com/ • Midjourney: https://www.midjourney.com/ • Gemini: https://gemini.google.com/ *Other references:* • Pendo: https://www.pendo.io/ • Confluence: https://www.atlassian.com/software/confluence • Slack: https://slack.com/ *Where to find Brian Greenbaum:* LinkedIn: https://www.linkedin.com/in/briangreenbaum/ *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._

Brian GreenbaumguestClaire Vohost
Dec 22, 202547mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 8:34

    Cursor shock: a paternity-leave message that ignited an AI push

    Brian recounts trying Cursor during paternity leave and being stunned by how quickly he could build. That single experience prompted him to message senior leadership, advocating for AI upskilling across the entire product org.

    • First exposure to Cursor becomes a turning point
    • Proactively messages manager chain and CPO from leave
    • Frames need as org-wide (design + PMs, not just enthusiasts)
    • Goal: get more people paying attention and making time for AI
  2. 8:34 – 12:41

    Why a designer led the charge—and the career leverage of being first

    Claire and Brian unpack why early AI change agents have outsized organizational impact. Brian shares how the initiative expanded his influence beyond his IC role and created visibility across the company.

    • AI initiatives create rare cross-functional leadership opportunities
    • Being first mover builds visibility and internal credibility
    • Influence can extend well beyond formal job scope
    • Requires some extra energy/time—but compounds quickly
  3. 12:41 – 13:42

    The kickoff plan: build a product-AI community with sync + async learning

    Brian explains the operating model he chose: a bi-weekly live session paired with an always-on Slack channel. The structure addresses the biggest barrier—people saying they don’t have time—by creating both space and a venue to share.

    • Two-pronged approach: synchronous sessions + asynchronous Slack sharing
    • Explicitly creates calendar time to learn and experiment
    • Emphasis on interactivity, not passive presentations
    • Channel designed for "radical many-to-many" sharing
  4. 13:42 – 18:32

    Hands-on kickoff workshop: everyone builds the same app (and sees variability)

    In the first session, Brian has attendees use a coding/prototyping tool (Bolt) to generate a simple to-do app from the same prompt. The team experiences both the power and unpredictability of AI—different outputs and frequent errors—together.

    • Live exercise: copy/paste a shared prompt and run it
    • Participants see different results from identical inputs
    • Errors become a teaching moment: iterate, debug, retry
    • Shared experience lowers intimidation and builds confidence
  5. 18:32 – 20:39

    Rebuilding the imagination muscle: escaping perpetual MVP mode

    Claire highlights how years of scope pressure trained teams to think only in MVP terms. Brian intentionally encourages “do crazy stuff” iterations to make AI feel playful and to re-open creative exploration for PMs and designers.

    • AI enables broader ideation: visual, interactive, and media-rich variants
    • Teams often default to lowest-viable solutions due to past constraints
    • Playful constraints (e.g., MySpace/Tumblr themes) encourage exploration
    • Creativity becomes a practical workflow, not a luxury
  6. 20:39 – 21:43

    Async sharing in practice: small AI-made delights that improve product craft

    Brian shows how the Slack channel captures experiments and inspiration, like using Midjourney to create animated characters for UI. Quick asset generation makes previously “too expensive” craft improvements more feasible.

    • Slack channel as a living feed of experiments and links
    • Example: animated onboarding characters created quickly with AI
    • AI lowers cost of custom illustration/animation and adds brand delight
    • Artifacts help teams envision higher-quality experiences
  7. 21:43 – 25:08

    Making sharing the default: countering shadow AI and skill hoarding

    Claire emphasizes two common failure modes: secret use due to policy uncertainty, and skill hoarding for personal advantage. Brian and Claire argue that visible, peer-to-peer sharing is essential to a healthy AI adoption culture.

    • Shadow AI happens when rules/tools aren’t clear
    • Skill hoarding slows org learning and creates uneven capability
    • Many-to-many sharing normalizes experimentation and transparency
    • Culture is as important as tooling for adoption
  8. 25:08 – 29:57

    Did it work? Measuring adoption with a sentiment-and-awareness baseline

    Brian explains how a company-wide OKR initiative used a survey to baseline employee sentiment, policy awareness, and tool familiarity. The quarter-over-quarter lift showed the biggest gains where clarity was previously weakest: policy and available tools.

    • Uses a sentiment survey to gauge fears, excitement, and readiness
    • Measures awareness of usage policy and what tools exist
    • Finds biggest improvements in policy/tool awareness
    • Quant + qual feedback explains why metrics moved
  9. 29:57 – 36:16

    The AI Knowledge Center: the ‘golden path’ for tools, data rules, and access

    A centralized Confluence hub lists approved AI tools, what data is allowed, and how to request access. This documentation reduces confusion, speeds experimentation, and aligns security/legal/IT with product teams’ need to move quickly.

    • Central table of approved tools, statuses, and request paths
    • Clear guidance on permissible data sharing per tool
    • Faster experimentation via responsive procurement/security workflows
    • Documentation plus an FAQ-style channel reinforces the process
  10. 36:16 – 44:08

    Lightning round build: a Pendo MCP server that made AI’s value tangible

    Brian’s favorite build is a prototype MCP server connected to Pendo APIs, enabling an LLM to fetch usage data and generate a dashboard. The demo helped non-experts grasp MCP, drove executive attention, and influenced roadmap direction.

    • Motivation: automate ‘fire drill’ analytics investigations in growth work
    • Builds MCP server on public APIs with test accounts (no special access)
    • Combines data access + visualization in a single conversational flow
    • Demo catalyzes CTO involvement and accelerates MCP-related roadmap
  11. 44:08 – 46:01

    Why non-technical roles must learn technical AI fundamentals

    Brian argues PMs and designers don’t need to become ML engineers, but must understand how LLMs, agents, and protocols work to invent meaningful solutions. Claire reinforces this as “the era of the hard skill,” citing basics like HTML/CSS as leverage.

    • Understanding primitives (LLMs, agents, MCP) expands solution space
    • Analogy: architects must understand plumbing/electrical to design well
    • Technical literacy helps connect capabilities to customer problems
    • Baseline web/tech skills amplify effectiveness with AI tools
  12. 46:01 – 47:02

    When the model won’t cooperate: reframing prompts and forcing new approaches

    Brian shares his go-to tactic when AI gets stuck: explicitly ask it to try multiple alternative approaches rather than repeating the same failed path. Claire contrasts with her instinct to simply reject outputs—highlighting the value of structured redirection.

    • If stuck, instruct the model to propose several different solution paths
    • Breaks the model out of a single “groove” or repeated failure loop
    • Practical troubleshooting mindset for vibe coding and agent workflows
    • Lightweight but reliable method to regain progress
  13. 47:02 – 47:53

    Wrap-up: where to find Brian and closing notes

    Brian shares where people can follow his work (LinkedIn) and encourages those interested in AI-forward product building to check out Pendo. Claire closes with standard show outro and calls to engage with the podcast.

    • Find Brian on LinkedIn and follow his posts
    • Pendo highlighted as an AI-embracing place to build
    • Outro: like/subscribe/comment and podcast listening options

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