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How We Built Claudie, Our AI Project Manager

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Natalia Quintero & Dan ShipperAuthor
10 min

A tutorial by Natalia Quintero & Dan Shipper. Featured in the OTF curated resource library.

The Vision for Claudie

Claudie was born from a simple observation: project management tools generate a lot of busywork. The team at Every asked — what if an AI could handle the administrative overhead of project management while humans focused on the creative and strategic work?

The video explores how this vision evolved from a prototype into a production tool that the team uses daily.

Technical Architecture

The architecture combines Claude's language understanding with structured project data to create an agent that can parse meeting notes, generate task lists, identify blockers, and suggest priority changes.

Key technical decisions include using a retrieval-augmented approach for project context and a structured output format that integrates with existing project management tools.

Lessons Learned

Start with a narrow scope

The team started with just meeting note summarization before expanding to full project management capabilities.

Iterate on the prompt, not the architecture

Most improvements came from refining prompts rather than changing the underlying system design.

Trust but verify

AI-generated task lists always go through a human review step before being committed to the project board.

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