Kapitelklicken springt direkt hin
Shownotes
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:
• Why Daniel says the two rules that make any AI system powerful aren’t about the tool you pick
• How his weekly prep automation fills an entire Notion board from scratch every Sunday, without his touching it
• The morning brief feature that teaches Claude new internal terms on its own, so company jargon never slows it down
• Why he describes Notion as “read-only” now, and what that says about how PM workflows are changing
• The self-improvement loop that watches Daniel’s edits, spots recurring friction, and suggests new skills to build
• How he uses a skill called “Improve” to filter the endless flood of AI tips without drowning in them
• What he built to scale his personal system to every PM at Melio, and the UX lesson he learned the hard way
• The capability gap that’s still keeping him from running 100% of his work through Claude
—
Brought to you by:
Optimizely (optimize.ly/3KD565S)—Your AI agent orchestration platform for marketing and digital teams
Jira AI SDLC (ad.doubleclick.net/ddm/trackclk/N320202.605365…)—Get your tokens’ worth with Jira
—
In this episode, we cover:
( (youtube.com/watch?v=p2qmX6TM0kw)) Daniel’s background and the PM overhead problem he needed to solve
( (youtube.com/watch?v=p2qmX6TM0kw&t=210s)) His AI stack at Melio
( (youtube.com/watch?v=p2qmX6TM0kw&t=300s)) The two rules that make any AI system genuinely powerful
( (youtube.com/watch?v=p2qmX6TM0kw&t=360s)) The Notion board Cowork built for him (and manages on his behalf)
( (youtube.com/watch?v=p2qmX6TM0kw&t=450s)) How he contextualizes Claude with voice memos, links, and recurring updates
( (youtube.com/watch?v=p2qmX6TM0kw&t=540s)) His weekly prep automation
( (youtube.com/watch?v=p2qmX6TM0kw&t=660s)) His morning brief
( (youtube.com/watch?v=p2qmX6TM0kw&t=900s)) How Claude flags unknown internal terms and saves them to context
( (youtube.com/watch?v=p2qmX6TM0kw&t=1050s)) Running 70% to 80% of his workday through Cowork
( (youtube.com/watch?v=p2qmX6TM0kw&t=1140s)) Chrome connector vs. MCPs for tools without integrations
( (youtube.com/watch?v=p2qmX6TM0kw&t=1200s)) The real ROI question: why the early weeks feel slow, and why you push through anyway
( (youtube.com/watch?v=p2qmX6TM0kw&t=1500s)) Scaling the system to the team with the Workstation plugin
( (youtube.com/watch?v=p2qmX6TM0kw&t=1590s)) The self-improvement loop
( (youtube.com/watch?v=p2qmX6TM0kw&t=1860s)) How the Improve skill separates actually useful AI tips from the hype
( (youtube.com/watch?v=p2qmX6TM0kw&t=1920s)) The Workstation onboarding flow, and the UX lesson from distributing “Spectacular”
( (youtube.com/watch?v=p2qmX6TM0kw&t=2280s)) The 20% Claude still can’t do, and what changes when it can
( (youtube.com/watch?v=p2qmX6TM0kw&t=2460s)) What Daniel spends his reclaimed time on
( (youtube.com/watch?v=p2qmX6TM0kw&t=2550s)) Claude rage
—
Tools referenced:
• Claude: claude.ai
• Notion: notion.so
—
Other references:
• From a $6.90 newsletter to $3M API: How a non-coder built Memelord | Jason Levin: lennysnewsletter.com/p/from-a-690-newsletter-t…
• How the founder of Morning Brew built a Claude content machine that never runs out of ideas and never sounds like slop | Alex Lieberman: lennysnewsletter.com/p/how-the-founder-of-morn…
—
Where to find Daniel Blum:
LinkedIn: linkedin.com/in/blumd
Website: imdanielblum.com
—
Where to find Claire Vo:
ChatPRD: chatprd.ai
Website: clairevo.com
LinkedIn: linkedin.com/in/clairevo
X: x.com/clairevo
—
Production and marketing by penname.co. For inquiries about sponsoring the podcast, email jordan@penname.co.
