Skip to content
How I AIHow I AI

I built a Claude Cowork system that does a week of PM work in a day

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 that manages his Notion board, processes his Slack and email, and runs self-improvement loops every week without needing to be prompted. Beyond his own workflow, Daniel built and scaled a “Workstation” onboarding plugin that gets any Melio employee up and running with a personalized Claude setup in about 15 minutes. *What you’ll learn:* 1. Why Daniel says the two rules that make any AI system powerful aren’t about the tool you pick 2. How his weekly prep automation fills an entire Notion board from scratch every Sunday, without his touching it 3. The morning brief feature that teaches Claude new internal terms on its own, so company jargon never slows it down 4. Why he describes Notion as “read-only” now, and what that says about how PM workflows are changing 5. The self-improvement loop that watches Daniel’s edits, spots recurring friction, and suggests new skills to build 6. How he uses a skill called “Improve” to filter the endless flood of AI tips without drowning in them 7. What he built to scale his personal system to every PM at Melio, and the UX lesson he learned the hard way 8. The capability gap that’s still keeping him from running 100% of his work through Claude *Brought to you by:* Optimizely—Your AI agent orchestration platform for marketing and digital teams: https://www.optimizely.com/howIAI Jira AI SDLC—Get your tokens’ worth with Jira: https://jira.dev *In this episode, we cover:* (00:00) Daniel’s background and the PM overhead problem he needed to solve (03:30) His AI stack at Melio (05:00) The two rules that make any AI system genuinely powerful (06:00) The Notion board Cowork built for him (and manages on his behalf) (07:30) How he contextualizes Claude with voice memos, links, and recurring updates (09:00) His weekly prep automation (11:00) His morning brief (15:00) How Claude flags unknown internal terms and saves them to context (17:30) Running 70% to 80% of his workday through Cowork (19:00) Chrome connector vs. MCPs for tools without integrations (20:00) The real ROI question: why the early weeks feel slow, and why you push through anyway (25:00) Scaling the system to the team with the Workstation plugin (26:30) The self-improvement loop (31:00) How the Improve skill separates actually useful AI tips from the hype (32:00) The Workstation onboarding flow, and the UX lesson from distributing “Spectacular” (38:00) The 20% Claude still can’t do, and what changes when it can (41:00) What Daniel spends his reclaimed time on (42:30) Claude rage *Blog and detailed workflow walkthroughs from this episode:* Claude Cowork for PMs: My Self-Improving Productivity System: https://www.chatprd.ai/how-i-ai/claude-cowork-for-pms-my-self-improving-productivity-system ↳ Create a Meta-Workflow to Continuously Improve Your AI Assistant’s Performance: https://www.chatprd.ai/how-i-ai/workflows/create-a-meta-workflow-to-continuously-improve-your-ai-assistant-s-performance ↳ Build a Self-Improving AI Morning Brief to Capture Action Items and Learn Company Jargon: https://www.chatprd.ai/how-i-ai/workflows/build-a-self-improving-ai-morning-brief-to-capture-action-items-and-learn-company-jargon ↳ Automate Your Weekly Planning with an AI-Powered PM Assistant: https://www.chatprd.ai/how-i-ai/workflows/automate-your-weekly-planning-with-an-ai-powered-pm-assistant *Tools referenced:* • Claude: https://claude.ai • Notion: https://notion.so *Other references:* • From a $6.90 newsletter to $3M API: How a non-coder built Memelord | Jason Levin: https://www.lennysnewsletter.com/p/from-a-690-newsletter-to-3m-api-how?utm_source=publication-search • How the founder of Morning Brew built a Claude content machine that never runs out of ideas and never sounds like slop | Alex Lieberman: https://www.lennysnewsletter.com/p/how-the-founder-of-morning-brew-built?utm_source=publication-search *Where to find Daniel Blum:* LinkedIn: https://www.linkedin.com/in/blumd/ Website: https://www.imdanielblum.com *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._

Daniel BlumguestClaire Vohost
Aug 31, 202646mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

A self-improving Claude Cowork system that compresses PM weeks into days

  1. Daniel Blum describes building a Claude + Cowork “PM operating system” that automates coordination overhead (Slack/email/tasks/meetings) so he can do a week of PM work in a day.
  2. His setup uses a Notion board as a lightweight, human-readable source of truth while Cowork populates and manages it from integrated inputs like calendar, Slack, email, and meeting transcripts.
  3. Two recurring automations—Weekly Prep and a Morning Brief—keep priorities current, extract action items, and proactively identify unknown internal terms to be defined and saved into context.
  4. A structured self-improvement loop reviews what Daniel changed from Claude’s drafts, detects repeatable behaviors to convert into skills, and aggregates friction telemetry to continuously refine the system.
  5. To scale across Melio, the team built a “Workstation” plugin with strong onboarding UX that connects tools, captures voice and goals, and standardizes a high-leverage starting point for any employee.

IDEAS WORTH REMEMBERING

5 ideas

Powerful AI systems need two ingredients: self-rewrite + deep integrations.

Daniel argues that the leap in usefulness comes when the system can (1) edit its own “core files”/skills so it gets better without constant manual rebuilding, and (2) connect broadly to your real work surfaces (Slack, email, calendar, meeting transcripts, docs, etc.). Without these, you get isolated prompts instead of an operating system for work.

Use Notion as a mostly read-only control panel; let the agent do the upkeep.

Cowork built Daniel a simple three-lane Notion board (Top of mind / This week / Inbox) and then keeps it updated from his ecosystem; Daniel mostly reads it while Claude does the maintenance. The key is separating a human-friendly “source of truth” view from the agent’s behind-the-scenes work of keeping it current.

Anchor the week with an automated weekly prep that reconciles plans with reality.

The weekly prep automation runs (Sunday) to synthesize priorities from Notion, calendar, Slack, and meeting transcripts, propose what to add/remove/move, and prompt meeting-prep decisions. Daniel’s point is that PM planning breaks when reality diverges mid-week—so the system must continuously reconcile planned work with incoming chaos.

Make the daily brief a context-maintenance tool, not just a summary.

The morning brief summarizes yesterday’s meetings (via Granola transcripts), extracts action items, and—crucially—flags unknown internal terms/milestones/files found in Slack/email/notes. Daniel then defines them once and saves them to context, turning “company-specific language” into durable shared memory.

Expect slow starts; the compounding ROI comes after you centralize work and context.

Early ROI feels negative because the system doesn’t know your “business logic,” so you distrust outputs and double-check. Daniel claims the payoff compounds once you push through a few weeks of ruthless context-feeding and routing more work through the system so it can observe patterns and reduce friction.

WORDS WORTH SAVING

5 quotes

I cannot describe how powerful it is. I'm really able to do in a day now what used to take me a week.

Daniel Blum

The real importance is for a system to, A, be able to rewrite its own, uh, core files, and that means that it keeps on improving, and B, just have connections and integrations to as much of your ecosystem.

Daniel Blum

My goal is to have, uh, Notion as, as something I only look at and Claude manages on my behalf.

Daniel Blum

In this daily brief, my Cowork runs through my recent Slacks, my emails, my Granola notes, and it looks for context that it doesn't understand in these things and it says like, "Oh, if there's a file I wasn't aware of, there's a milestone, there's a goal," it would ask me about it and say, "Hey, like, what is this? Is this important? Should I read this?" And this is, I think, where the real magic happens.

Daniel Blum

I don't get road rage, but I get Claude rage.

Daniel Blum

PM coordination overheadCowork + Claude Enterprise workflowNotion as read-only source of truthWeekly prep automationDaily morning brief and meeting transcript summariesUnknown internal-term detection and context savingSelf-improvement loops and friction telemetry through skills

High quality AI-generated summary created from speaker-labeled transcript.

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.