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PM用Claude构建自改进AI助手:处理80%工作日的架构与闭环

🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday

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提供了可落地的AI工作流架构(上下文管理、隐式反馈循环、主动补全),直接解决个人效能瓶颈,适合独立开发者与PM参考搭建自动化辅助系统。

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

我是如何将 Claude 打造成自我优化的产品经理助手 | Daniel Blum(Melio 产品经理)

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Daniel Blum is a product manager at Melio who has built a self-improving AI system that now handles 70% to 80% of his workday. In this episode, he breaks down how Claude and Cowork manage his Notion board, prepare him for the week, scan Slack and email for important context, and learn from his edits without waiting for explicit feedback. He explains how he turned the system into a 15-minute onboarding experience for other Melio employees, why the first few weeks of building with AI can feel painfully slow, and how the payoff eventually helped him accomplish a week’s worth of PM work in a single day.

Daniel Blum 是 Melio 的产品经理,他构建了一个自我优化的 AI 系统,现在该系统处理了他工作日 70% 到 80% 的工作。在本期节目中,他详细拆解了 Claude 和 Cowork 如何管理他的 Notion 看板、为他准备一周工作、扫描 Slack 和电子邮件以获取重要背景信息,并在无需明确反馈的情况下从他的编辑中学习。他解释了如何将这套系统转化为其他 Melio 员工的 15 分钟入职体验,为什么最初几周使用 AI 进行开发可能感觉进展缓慢得令人痛苦,以及最终的回报如何帮助他仅用一天就完成了原本需要一周完成的产品经理工作。

Biggest takeaways:

核心要点:

  • The architecture matters more than the AI tool itself. Daniel believes a system becomes genuinely powerful when it can update its own core files and connect to the tools someone already uses. Once those pieces are in place, the system can improve and become more useful over time, whether it is built in Cowork, Codex, ChatGPT, or something else. He created a transformative setup using the tools Melio had already licensed, proving that the underlying architecture matters more than choosing the perfect platform.
  • Context isn’t something you set up once; it requires an ongoing system. Daniel spent months giving Claude voice memos, links, decks, and verbal brain dumps to build detailed context files for every area of his work. He then created recurring updates that refresh those files every few weeks. This keeps the gap between what Claude knows and what is actually happening inside the company as small as possible.
  • The most impressive part of Daniel’s morning brief is that it identifies what it does not know. Each day, Claude reviews his Slack, email, and notes for unfamiliar terms, projects, or goals that do not appear in its context files. It then asks Daniel targeted questions to fill those gaps. When it encountered the phrase “settlement cap,” for example, it had already read the relevant thread and understood the general idea. It only needed Daniel to confirm the meaning before saving it.
  • The value of a personalized AI system builds slowly, then becomes enormous. Daniel is candid about how frustrating the first few weeks can feel. The system does not know enough yet, its work is slightly off, and nearly everything requires a second look. But once someone pushes through the work of centralizing information and building context, the payoff can be difficult to overstate. He can now accomplish in one focused day what previously took him an entire week.
  • Self-improvement loops learn from the difference between what the AI drafted and what the person actually sent. Daniel built a weekly skill that compares Claude’s original drafts with his final versions, then uses those differences to improve future work. It resembles Alex Lieberman’s “write like me” loop, but it relies less on explicit feedback. Instead, it observes Daniel’s actual behavior and learns from the small edits he makes instinctively.
  • Feedback telemetry turns personal AI workflows into products that can improve themselves. Every one of Daniel’s skills captures moments of friction. If he says something is not working or requests a correction during a session, the system logs that signal. Once a week, his improvement loop identifies the most common problems and recommends updates. It is essentially analytics for his internal tools, and it gives him a structured way to refine the system based on how it performs in real life.
  • The Workstation plugin addresses one of the biggest barriers to adopting AI inside a company: personalization. Daniel watched several product managers struggle with Spectacular, his spec-writing gem, because it had been designed entirely around his own working style. He responded by building an onboarding flow that connects each employee’s tools, maps their colleagues, and learns their voice in about 15 minutes. Instead of starting from scratch with a generic system, every Melio employee now begins with a strong shared foundation personalized to their needs.
  • The biggest remaining limitation of today’s AI systems is persistence, not intelligence. Daniel estimates that Claude already handles 70% to 80% of his workday. What it still cannot reliably do is continue working in the cloud while his computer is off. He is already preparing for that future by teaching Claude how to recognize the “closed state” of different tasks. If a drafted Slack message is no longer saved, for example, the system can infer that it was probably sent. When truly autonomous operation becomes available, Daniel’s system will already understand what completion looks like.
  • 架构比 AI 工具本身更重要。Daniel 认为,当一个系统能够更新其核心文件并连接到用户已经使用的工具时,它才会真正变得强大。一旦这些组件就位,无论系统是建立在 Cowork、Codex、ChatGPT 还是其他平台上,它都能随着时间的推移不断改善并变得更加有用。他利用 Melio 已许可的工具创建了一套变革性的设置,证明了底层架构的重要性超过了选择完美平台。
  • 上下文不是一次性设置的;它需要一个持续的维护系统。Daniel 花了几个月时间向 Claude 发送语音备忘录、链接、演示文稿和口头思维倾倒,以便为工作的每个领域建立详细的上下文文件。随后,他创建了定期更新机制,每隔几周刷新这些文件。这使得 Claude 所知与公司内部实际发生的情况之间的差距尽可能小。
  • Daniel 晨间简报最令人印象深刻的部分在于它能识别出自己不知道的内容。每天,Claude 都会审查他的 Slack、电子邮件和笔记,查找上下文文件中未出现的陌生术语、项目或目标。然后,它会向 Daniel 提出有针对性的问题以填补这些空白。例如,当遇到“结算上限”这一短语时,它已经阅读了相关线程并理解了大致含义。它只需要 Daniel 确认其含义即可保存。
  • 个性化 AI 系统的价值是缓慢积累的,随后会变得巨大。丹尼尔坦诚地表示,最初几周可能会让人感到沮丧。系统掌握的信息还不够多,其工作成果略有偏差,几乎每一项都需要二次检查。但一旦有人克服了集中信息和构建上下文的工作,回报将是难以估量的。他现在可以在一天专注的工作中完成过去需要整整一周才能完成的任务。
  • 自我改进循环从 AI 起草内容与用户实际发送内容之间的差异中学习。丹尼尔建立了一项每周技能,用于比较 Claude 的原始草稿与其最终版本,然后利用这些差异来优化未来的工作。这类似于 Alex Lieberman 的“模仿我”循环,但它较少依赖显式反馈。相反,它观察丹尼尔的实际行为,并从他本能进行的小幅编辑中学习。
  • 反馈遥测技术将个人 AI 工作流转化为能够自我改进的产品。丹尼尔的每项技能都会捕捉摩擦时刻。如果他在会话中表示某事不起作用或请求更正,系统就会记录该信号。每周一次,他的改进循环会识别最常见的问题并推荐更新。这本质上是他内部工具的分析功能,为他提供了一种基于系统在现实生活中的表现来精细化系统的方法。
  • Workstation 插件解决了在企业内部采用 AI 的最大障碍之一:个性化。丹尼尔观察到几位产品经理在使用 Spectacular(他的规格说明书编写 gem)时遇到困难,因为它是完全围绕他自己的工作方式设计的。为此,他构建了一个入职流程,在大约 15 分钟内连接每位员工的工具、映射他们的同事并学习他们的语气。Melio 的每位员工不再从零开始使用通用系统,而是现在都拥有一个强大的、个性化的共享基础。
  • 当今 AI 系统最大的剩余局限性是持久性,而非智能。Daniel 估计 Claude 已经处理了他 70% 到 80% 的工作日工作。它仍然无法可靠地做到的是:在他的电脑关闭时继续在云端工作。他已经在为那个未来做准备,通过教 Claude 如何识别不同任务的“关闭状态”。例如,如果起草的 Slack 消息不再保存,系统可以推断它可能已被发送。当真正自主的操作变得可用时,Daniel 的系统将已经理解什么是完成状态。

Blog and detailed workflow walkthroughs from this episode:

本集的博客和详细工作流程指南:

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

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

↳ 创建元工作流以持续提升你的 AI 助手性能: 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

↳ 构建自我改进的 AI 晨间简报以捕获行动项并学习公司术语: 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

↳ 使用 AI 驱动的 PM 助手自动化你的每周规划: https://www.chatprd.ai/how-i-ai/workflows/automate-your-weekly-planning-with-an-ai-powered-pm-assistant

If you’re enjoying these episodes, reply and let me know what you’d love to learn more about: AI workflows, hiring, growth, product strategy—anything.

如果你喜欢这些节目,请回复并告诉我你希望了解更多什么内容:AI 工作流、招聘、增长、产品策略——任何话题都可以。

Catch you next week,

下周见,

Lenny

Lenny

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