The AI Workflows Behind Every's Consulting Team
Natalia Quintero joined Every as head of consulting with a mandate to bring AI into the workflows of executives at hedge funds, private equity firms, and tech companies. She is also a recent Codex convert—someone who spent months resisting the tool before Dan Shipper’s daily pestering finally got her to try it.
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[00:00] You go and teach executives and other people at big companies how to use AI. And so I think what you're doing is a good window into how great operators and executives are starting to use this stuff. [00:10] What Codex helped me do was basically create kind of like an operating system. My email knows what's going on more than I do. I'm just... [00:18] so bullish on all of the administrative tasks that will suddenly kind of like be taken care of because now we have this sort of like super alien tool that can support on those things.
- Knowledge work now is turning into something like gardening. [00:30] where when you're gardening, you're creating the conditions [00:33] for the growth to happen, but you're not like making the plant with your hands. [00:37] *music* [00:51] Every is the only subscription you need to stay at the Edge of AI. If you care about being on top of the latest models and using the latest tools, you have to subscribe to Every to separate out the signal from the noise. Go to to slash subscribe today. Natalia, welcome to the show. [01:05] Thanks, Dan.
Good to be back. So for people who missed your last episode, you are our head of consulting at Every. That's right. You are also the manager of Claudie. [01:16] um consulting's ai agent employee which was uh who was the star of our last episode together and i wanted to bring you on because i feel like every couple months things shift so radically and [01:29] And for me, you're one of the bellwethers of... [01:34] how things are changing because [01:36] You're an early adopter yourself. [01:38] and you go and teach executives and [01:42] other people at big companies how to use AI.
And so I think what you're doing is a good window into how like really great operators and executives are starting to use this stuff. [01:52] So the last time we chatted, [01:55] Claudie, which is the internal AI employee agent that we built, um, [02:02] to basically help to run the consulting business, uh, to, you know, send out sales proposals and manage the CRM and all that kind of stuff. Claudia was like this nascent thing that Nitesh, who's our senior, um, AI engineer was like, sort of, um, uh, [02:17] What's the word for it?
He was sort of like Wizard of Oz-ing it in the background, making it work minute by minute. But I feel like now Claudia is actually working. The model releases over the last couple of months have dramatically changed how much she's able to do. [02:33] So give us an update on Claudia. How are things going there? [02:37] You know, it's funny with the speed of AI. Claudie, it feels like Claudie is like just not novel. You know, it's Claudie is an agent that does work for us every day. And Claudie has its own LinkedIn and Twitter feed and, you know, manages our dashboards and, you know, has a trust battery now that's new.
[03:07] and to improve itself given the feedback that we give it. And Claudia's thriving, I guess. One of the things that's interesting is you hired Claudia to do operations stuff, but you're also now hiring an operations person. So what have you learned about the uses and limits of these sorts of internal agents for stuff that you might want to hire a human for? Yeah, you know, it's really interesting. I think, you know, as we've all been using AI more, [03:37] back to is that AI is really good at executing against...
[03:41] a standard operating procedure. And Claudia is exceptional at that. But Claudia still needs two things. One is it needs... [03:50] constant oversight and management to make sure that it's doing those things really well, actually. So, you know, the sort of question of like taste and, you know, reaching for excellence still requires direction and sort of managerial support. [04:04] which, you know, can be quite tedious and time-consuming. So there's still quite a bit of time involved there. And two is – [04:13] When you are working with people, you know, as much as I love working with Claudie, I want to interface with people, right?
And I find that... I can't really relate, but I see why someone might feel that way. [04:27] And the reality is that, you know, while we do have all of these rich dashboards and all of this data that Claudie is populating, we need someone to surface what is interesting about that data, what the signals are, and to help lead those conversations. [04:43] So actually, I suspect that we will continue to expand the team to build on the data and information that Claudie surfaces so that we can actually do interesting things with it.
[04:53] Thank you. [04:54] One of the big things that you went through recently, which I think is super relevant to... [04:58] anyone inside of a big org or anyone running a software company [05:02] is you actually bought a CRM. [05:04] And previously it was all cloddy glued together with Google Sheets. And I think there's this whole narrative running around. I think, honestly, SaaS docs are back. So maybe the narrative is a little bit less present than it used to be, but it's still on people's minds. It's like, are you just going to vibe code all SaaS?
You know, like... [05:21] Fable currently is banned, but I'm sure it will be back. Maybe it's even back by the time this episode comes out. [05:27] But like if Fable can just one shot a CMS, like why would you use one? But you have the ability to make your own CMS and we have enough research internally for us to vibe code one, but you decided not to. Yeah. Or you decided to move off the sort of homemade one onto a professional one. So why would you do that? Yeah. So despite my hopes and aspirations that I could do all of the things and, you know, [05:57] and maintain all of these engineering products that I've vibe coded.
This one I can't relate to this one. [06:04] It turns out there are actually private and public companies whose entire business it is to do these things really well and sometimes these like very specific things really well. So, you know, we, you know, I vibe coded a CRM tool that allowed us to manage our sort of like sales pipeline for a while. [06:27] in Google Sheets. So it was like Claudie was the glue between what was going on in Slack and the meetings and Google Sheets. Yeah, exactly. So basically Claudie had access to, was able to read my email, was able to read our meeting note takers notes, was able to digest kind of like an inbound leads that came and then would track this all in a Google Sheet.
And then, you know, eventually that became a database that we were managing. And these things just require maintenance, [06:57] to be good enough that you can do interesting things with it. You need to, almost like Claudia, you need to be on top of the quality of the data. And so it turns out this is ATEO's entire business. [07:11] And so I think one of the challenges with AI I certainly have is that in the era of AI, you can build anything. I think I even said this in the last podcast.
The question is, [07:27] this case and probably in other use cases, we also rolled out Asana for our project management system. I think we're able to do the scale of the work that we are able to do because of Atio, because of Asana, and because of Claudi managing all of that information is much greater than if we didn't have those tools. But now we just have less burden on the team to maintain that. Can you give me like a concrete example? Because in my head, I'm like, well, [07:54] CMS is just, it's just like customer records.
And then, and that's just a spreadsheet. So you should just be able to like have Claudia do everything. So can you give me like, [08:02] a deeper dive into what specific kinds of things came up that were harder than you expected? Yeah. So, you know, so yeah, totally. Like if you, let's talk about maybe like a traditional sort of like sales pipeline lead, right? So there's the, they come in as an inbound, you have these sales logic rules where like certain things need to happen in order for them to move further down the pipeline until they are a converted client.
And sometimes those things [08:32] With my human brain, I think I can kind of track what's going on over like a two to three month period. And then any conversations that are taking place outside of that and after a certain amount of volume, I just can't quite track. With... [08:46] with, uh, [08:48] With a tool like, you know, Atio, it has access to all of the things that Claudia had access to, but it has really robust logic so that it can basically, you know, track the movement of a deal over the course of the pipeline.
And it can kind of flag it to me in different ways in a way that I would have had to supervise Claudia to do and was not – Claudia was just like not inherently set up for it. [09:18] that. But it's ultimately sort of like a reward payoff thing. I think one of the things that's unintuitive about software is [09:27] real software [09:29] is a compilation. It's like a logical machine that compiles thousands and thousands of little logical rules that you wouldn't expect you would need beforehand. [09:41] And the whole job of the company and the engineers is to like, [09:46] gather all the rules that are needed and then put it into the system and when something breaks it change the rules yeah and ai is very good at um [09:54] working around that kind of deterministic system and writing it, but [09:59] it's not going to one shot.
[10:01] all the rules that you're going to need. Yeah. Needless to say, I've become a really big fan of PRDs and actually scoping what I'm building, which I think I've improved in both scoping and building higher quality things and also making that decision earlier of whether it's going to be worth it for us to just invest in a tool versus for us to build it out. [10:23] Yeah, I think a good metaphor is... [10:25] I'm sorry, I'm just like, my brain is just cycling on the difference between software and language models.
But a good metaphor is... [10:31] Software is a little bit like your bones. [10:33] in your body [10:35] And a language model is a little bit like your brain and your ligaments. [10:38] Um, so it, uh, like if you didn't have any bones, there'd be no structure and you'd be like just sort of a flopping jellyfish on the floor. But, uh, but if you didn't have your brain and your nervous system and, uh, ligaments, [10:51] you'd just be sort of a pile of sticks. And I think that's a good way for software and language models.
That's how they sort of start to work together. And of course, language models can grow bones, which is interesting. That's maybe a bit different from the way we're set up, but growing bones well is complicated. And a whole body plan is very complicated. So, but you said something earlier that I think is really interesting and I want to push on, which is [11:14] Thank you. [11:15] I... [11:17] see you [11:19] going from [11:21] Not technical. [11:23] to like building stuff. [11:25] And I feel like there's, you tell me if I'm wrong, but I feel like there's been a sort of step change for what you can build and what you can attempt.
[11:31] over the last like month or two, [11:33] Do you feel like that's right? And if so, tell me more. Yeah, 100%. I would say the other, you know, kind of like riffing on Claudia a little bit and the evolution of how I work with Claudia and also how I work with other tools. [11:46] Codex has been maybe the single greatest improvement. [11:53] I have to, you know, I have to confess on the podcast that Dan did tell me to download Codex. [12:03] Every day he saw me for weeks. I'm very annoying about things I think are good.
[12:10] And I think you have something that I don't have as much of, which is the sort of like fearlessness when it comes to trying out a new AI product. And I think I still have a little bit of like, you know, like, okay, like now I have to figure out this whole other thing. And like, I love Cloud Code and, you know, I'm very comfortable in like, you know, these like folder structures and file systems that I've created. And Codex has like been life changing, right? [12:33] Thank you. [12:33] Totally.
So thank you. Thank you for your persistent follow-ups. Anytime. Happy to be annoying anytime. Tell me why it's been life-changing, especially someone coming from Cloud Code or the cohort universe. What were your expectations going in? What was it like? And then how has it changed what you're able to do? It really feels like Codex. I think you've said this before. Codex looked at the things that weren't quite working with Cloud Code, and then it just fixed it when it launched the product. [13:03] non-technical background, having the terminal and the browser directly in the chat interface, and just having such a powerful model, like 5.5, that you could just feel the compute.
It just wants to do hard work. It's just so powerful. I feel like over the past year, I've gone through this transition of wanting to become more technical and trying to parse what are the [13:33] that are worth learning in order for me to do the things that I want to build. You know, I think generally I love learning. I'm an ambitious learner. You are really. That's something that people should know is like you are the most curious learner I think I know. [13:48] like you spend your weekends like having Claude or Codex like building these like big learning guides that you just like read end to end about anything that you're thinking about.
And I love it. I think it's amazing. And it's a superpower. [14:01] because AI lets you do more of it and it like helps you use it better. [14:05] I think it is a superpower and sometimes it feels a little bit like a vice. Yeah. [14:11] Do I need to know the history of bookshelves from First Principles or something? Yes, yes. Because I feel like that's something you would look up. I would like to know that. Yes. I would like to know that. But with Codex, I feel like the truth is that I don't have to – [14:28] think so much about things like the file systems and the folder structures and how the scripts are set up and it just works.
And so I think I have to focus a little bit less on architecting things well, which is very much a skill and something that our engineers do extremely well. And just kind of like trusting it to make good decisions and actually build solutions for me, which is really what I want. [14:53] So can you show us some of your codex workflows? Yes. Okay, let's see. [15:00] We'll start with, let me share my screen here. We'll start in codex with, I mean, we're talking about learning. So I have to show you my, my, my guiltiest pleasure, which is, you know, the, my favorite skill I've ever built.
It was originally a prompt, you know, maybe six months ago. And it codifies the way that I like to learn things, which is, you know, what is the history of these [15:25] this particular topic? What are the first principles that guide sort of like the physics of this topic? And then how did we get to where we are today? And sort of like, what are the variables in the marketplace around this topic? And, you know, that is how I spend my weekends is like reading these guides. And sometimes I don't have, you know, 12 hours on a Saturday to just kind of read through these guides.
And so instead, I make little cartoons that just summarize [15:55] So this started out, if you can see my screen here, this started out by actually a prompt that Nitesh, one of the engineers on our team built, based on Claudie, who we all know works on the consulting team, is the agent on the consulting team. And, you know, Claudie basically kind of like can teach. [16:14] principles and kind of like anything coming from this learning skill. So go back up to the top. Yeah. So tell me like what were you trying to learn and how did this get made?
So in this case, you know, one of the things that, well, one of the sad things maybe that has happened over the past six months is that as I've spent more and more 12-hour periods in front of my computer, I have prioritized my physical health less. And so I'm trying to learn about [16:44] Physical education is what I'm looking for and what I need to know in order to make more strategic sort of like workout decisions. And so I asked Claudie to make a guide to explain, again, like what is the history of like physical education?
Like how did we find ourselves in a situation where we have to do specific types of like, you know, mobility and workouts? And like basically like what do I need to know to make good decisions around how to spend my time, you know, on this particular topic? [17:14] how we got to where we are, you know, basically like workouts as a topic, as an idea emerged about 200 years ago. Really? Yeah. [17:23] That's actually earlier than I would have expected. [17:25] Earlier. Yeah. Because I figured, you know, even like 100 years ago, we were still doing a lot of physical labor.
Yeah. [17:31] I think you're right. Yeah, you're right. I mean, it really became a thing during the Industrial Revolution, of course, as people were spending more time in factories. And so, you know, with my learning skill, I could read all about that. But with the, you know, this is a Codex OpenAI thing with the visual models that Codex has, which are so powerful and just so, so good, we could just make it a cartoon. And, you know, this is something that I could scroll through on the subway or on a walk or having coffee.
What did you learn? [18:01] I learned that was really interesting was basically, you know, anatomy, which I did not learn a ton of in school and was really helpful to learn about. And actually one of the most interesting things that I really enjoyed from this particular zine was... [18:14] or kind of like set of cartoons was learning about – [18:17] The time scales with which different sort of parts of your anatomy get strong. So muscles get strong faster than ligaments, get strong faster than, you know, bones, of course. And so like thinking about progression in sort of like physical strength as something that's happening across your body from your bones to your brain.
Yeah, there you go. Yeah. So this is one like very fun example, something that I will just kind of like do on the go. [18:47] AI is changing how everyday work gets done. How much ground you can cover and how fast a team can scale. To stay ahead, you need tools that give you a competitive advantage built for this new era. Adio is the CRM for the agent native world. It meets you where you work, compounds every customer signal into context, and then acts on it across your pipeline to let you move at unmatched speed and scale.
With agents and automations for every job, Adio orchestrates your work around the clock. We use it internally at every and we love it. It's built to handle the scale of your workloads. [19:17] with an API and MCP access, and is built with infrastructure to keep up with your most ambitious agents. It's loved by high-growth startups like Granola, Modal, [19:27] whisper flow and every adio runs the work behind every win that's adio the agentic crm go to com slash every and get 15 off your first year that's com slash every and now back to the episode diving into codex uh i you know i will share first of all how do you how do you organize your codex okay so you have a bunch of different projects what are the products you do so you don't use pinned or do you do use pinned i i only use pinned for my email triage which is the app that you
[19:57] generously gifted me this year. And so the email triage... [20:03] is the only thing that I really pin. Everything else I just kind of like work in. Okay. You're a codex pin. I'm a big pin guy because I find that – [20:11] I lose stuff otherwise. Like I don't have a project for everything. And so it just like, it is just all the work I'm doing is just all pinned. But this is interesting. So you have a project for every sales strategy, [20:22] your dad, [20:24] NZQ epistemology, incredible. [20:29] Tell me more.
[20:33] These are my learning class. I don't know what to tell you. I'm really, suddenly really excited about, you know, how Aristotle, like, you know, came up with that. [20:45] syllogistic systems and how we use them today. We definitely don't need to go into that. It's incredible. We actually might need to. [20:53] I've been spending too much time around you. So no, I basically just store, organize my Codex as I organize sort of like my projects. So it does feel like, you know, this is a thing that I think Codex does really well, that you had to do some sort of like mental organization in Cloud Code, [21:15] In Cloud Code, I spent a bunch of time really understanding file systems and would always have the finder open to understand where things were being saved and what was really being created.
In Codex, that's all happening in a really visual way. And so I feel like there's just a little bit less of a mental load that I have to take. [21:33] But I just basically work in whatever project I'm prioritizing that day. Okay, got it. [21:45] at tend. And this looks like you're still using the original, but I think you've made some of your own custom modifications, which is another thing that I love. Like I built an open source app that lets you turn your emails into cards. [21:56] And we'll blur anything out that you don't want people to see.
But this looks different from the app that I made. So tell me about how you use it, how you do your email now, how it has changed things for you, and then what modifications you've made. Yeah. So in V1 of – oh, thank you. In V1 of the app that you shared with me, it was obviously very custom to you. And it had kind of like these buttons in order to kind of like archive or send emails. [22:26] need to do in my inbox. I'm either delegating something, I am tracking it in Asana.
And then, you know, we work with clients that have hundreds of employees and we need to track what is going on across, you know, the different teams that we're working to support. And so there's a lot of sort of, there's a big mental load when I'm triaging my inbox. And I basically created, [22:56] can do, my email app can do a few things. So, you know, we can maybe, we'll blur out any of this that we shouldn't be here. But as an example, my inbox was trained on sort of like this, like, you know, ghostwriter that I built, you know, I think about a year ago was like one of the first sort of skills or prompts that I built for myself.
So it's trained on, you know, 150 emails that the [23:23] recent 150 emails that I've sent and it understands all the different contexts in which I need to communicate. And so now it is overlaid on my inbox. It has all of the contexts of the work that I'm doing across all of prospective clients, existing clients. It drafts a note in my voice. And there's a few things that I can do. One is I can approve to send it. So I could just click that button and it'll get sent. We'd ask to rewrite it.
This was one of the great original buttons that you had in your app. We can just archive it if we don't want to reply to it. [23:53] We could archive it. Maybe this is something that I don't need to reply to, but it needs to go into kind of like its own markdown file. So every client that I work with has its own markdown file. And basically at this point, my email knows what's going on more than I do. So whatever it's drafting is probably slightly more accurate than what I would have come up with.
So sometimes, again, I don't need to reply. Someone else might reply, but I do want that context to go into the markdown file. [24:23] button, it'll become an Asana task as well. I can click a few of these things. It can kind of just go into spam. And then there's basically kind of like a save action here. So this is the kind of thing that's just so insane because you can build an app for yourself on the go, right? Like I was realizing I need to triage my inbox and send stuff to different places.
And I could just ask Codex to build a button that made that integration and then keep using it on the go. I remember we were sitting [24:53] like a sunday and you were like making this extremely complex flow chart do you have that can you show the flow chart because that was a moment where i was like holy shit she gets it bring up the flow chart we want to see it let me let me see if i can pull up the flow chart uh so you know [25:13] What you're seeing here at a high level is… Can we zoom in a little more?
Yeah, sure. Go for it. [25:17] a high level, you know, this is sort of a [25:20] just like a sales pipeline management flowchart. And so this is the kind of thing that Atio just does really well, right? You kind of like import the logic and then it can help you, you know, manage your pipeline at scale. Oh, is this for your email or is it for Atio? Atio. [25:36] So this is for Atio, but this is the same logic that I need to use when I am triaging my email. So actually it goes to both places.
And so when we get an inbound and it comes to my email... [25:50] Depending on whether it is a fit for the work that we do, there are different kinds of emails that need to be sent. And then obviously that advances as the conversation evolves. So this is basically the logic that enables me to do this. And it's the same logic that enables Codex to do this. And did you like, you made this and then how did you feed it into Codex? I PDFed it and shared it with Codex. So like, okay, one thing that's really interesting about this is...
[26:14] What's really hot right now is the loops. [26:17] And everyone's saying loops, but no one knows what loops are. This is an example of a loop. And the way to think about loops is [26:24] I've been using this metaphor a lot. [26:27] Previously, knowledge work [26:29] whether it was code or, you know, writing or email or whatever, it was sort of, it was very similar to sculpting where, um, [26:36] when you're sculpting, every single thing that happens on the sculpture is something that you did with your hands. [26:41] Um...
[26:43] I think that knowledge work now is turning into something like gardening. [26:47] Where when you're gardening, you're creating the conditions for the growth to happen, but you're not like making the plant with your hands. Yeah. And that's what a loop is. [26:57] is instead of doing any individual email, you are doing, you're building the system that does your emails for you. And you're intervening at different parts of the process. Like one of the things we talk about a lot is the human sandwich at the beginning and at the end.
[27:10] to say, this is maybe worth my time, and then I'm refining the draft or something like that. And you're trying to compound it. So you create a flowchart, you do your email with that flowchart that represents a loop. And then every time you're done, you can compound learnings back into the system so that it gets better over time. Right. I mean, I think this really is just [27:40] it. [27:40] four years ago, which is, you know, we are going from using these systems effectively as individual contributors, right, where we are asking them to do like this one thing really well or a small set of things really well to creating a system, which is something that a good manager does when they have a big team that they need to help operate.
Couldn't be me. Could not be me. [28:05] But I'm glad that you're able to do that. [28:10] But it's the same thing, right? You need to create the conditions to help people succeed. And similarly, you need to create that shared context for AI. [28:19] Okay, so are there more things on your email app to show us? I think that might be it on the email app. There's a bunch of other things that I'm doing in Codex that I can share. Yeah, show us some more stuff because, again, like there's just – [28:33] Just the email itself, I think is life-changing like it's been life-changing for you.
You get a lot of emails. I get a lot of emails I think we're both [28:39] getting through our emails way faster than we ever have before. Yeah. Which is crazy. So what else? What else? So – [28:48] I can also share, you know, maybe on the personal side, I could share a little bit of my so maybe I'll anecdotally, I can share my best loop that I've run is when we were setting up Atio. [29:01] I... [29:02] I basically had this moment where we're working with this really fantastic team who is helping us sort of like organize the logic of the CRM.
And they asked me to enrich the information based on like some context of like what had happened on the calls and what had happened in the emails. And my favorite loop that I've run so far on Codex is I just gave Codex a goal, which was to [29:24] set up my CRM, you know, to accurately reflect what had happened in my conversations and in my inbox for each one of the hundreds of conversations, you know, with clients and prospective clients that we've had. And, you know, I gave it a more of a robust, you know, kind of prompt and direction in order to do that.
And, you know, I think like, [29:43] Six hours later, I went to sleep and six hours later, it was complete. I woke up to effectively a CRM that was fully set up and had done, I think, what would have been like weeks of work that otherwise I would have had to do. That was actually only possible because of the fake jam, because of this logic. It could make good decisions, make good calls with the shared context that we had created. [30:13] my quality of life has improved as a result of yeah as a result of this loop i guess before we move on from this we do we you do a lot of consulting we do a lot of consulting with um executives and [30:25] at big companies, at tech companies, at hedge funds, at PE firms.
We do a lot of training, training of those people, training of their teams, all that kind of stuff, trying to help organizations like to get get more AI pulled like this and to do work like this. So [30:42] What is the takeaway for someone like that who's listening about a workflow like this and how they should think about whether and how to start incorporating some of this into their work day? [30:54] I think my first tip would be to start with the systems that you have already. So if you are already managing a big team and you have KPIs and shared goals and OKRs that you're tracking, the same – [31:09] architecture or system that you're using to guide your team, give to AI, provide to AI if that is something your company allows.
And then think about what are the tasks that you want your people to focus on and to do, right? So at the end of the day, only I can get on calls and have productive conversations with my clients. For now. Mike Taylor on my team did recently tell me he [31:39] which is Remember Me is the original version of Natalia. How do we know that you're not already a clone? Like, I don't actually know. We'll never know. I might be a hallucination. [31:51] So, yeah, you know, start with that shared sort of context, that shared infrastructure.
Think about what are the things that you want only your people to do. And then start with small tasks. I think the single biggest mistake that, you know, I often still ambitiously make and also see our clients make is [32:09] remake the whole thing. You want to be AI-pilled, be AI-forward, just be an AI-first organization. And so often that just means you need to standardize and write down how you do a single thing really well. And if you do that and you do the next task and define what that looks like and when it's done really well, you can end up with these more complex systems that can do sophisticated work for you.
But the work at its baseline, it's not particularly sexy. It's just you having to [32:39] like a very simple set of instructions and starting there. Uh, and, uh, [32:44] Uh, [32:45] So, [32:46] What were they gonna say? So if you're one of those people and you wanna try something like this workflow, by the time this video is out, by the time this podcast is out, we will have an open source version of Tend, the email sweep app that Natalia just showed. [33:00] We'll put a link in the description. [33:01] You can just throw it into Codex.
Or honestly, you could throw this video into Codex and Codex will just watch it and then just make something that works like it, but for you. But let's keep going. I want to do some more. I know you have some personal projects and other things that you wanted to share. Sure. I will share. I'm personally fascinated by the role that AI will have on how we run our lives. I don't know if this is your experience, but certainly my experience is that there's just so much that needs to get done.
[33:31] or administrative tasks that I just can't find, you know, kind of like time in the day to do. And so one of the most recent things that I asked Codex to do, and so I gave it a goal, to basically create an app that triages my dad's care. My dad works with, he's 81, he's the best, he works with multiple nurses who support his care. And there's just a lot of health things [34:01] from recent procedures, WhatsApp threads for me, you know, with the nurses, with my family. And so what Codex helped me do was basically create a kind of like an operating system for how as a family we could triage my dad's care.
I had this long, this is a 13 hour project that Codex worked on to basically like help go from like a prototype to creating a full app that [34:31] it's now a live Apple. [34:33] All right. So what we're seeing here is, you know, now the portal that my family shares for tracking, you know, what is going on with kind of like my dad's latest and greatest in his health. And so, you know, we get Google form reports from the multiple nurses that support him. And then we also have a WhatsApp thread of like, you know, many sort of like casual updates of how an appointment went or how his dosage on a certain medicine is going.
[35:03] Here's the latest. I'm Colombian, so usually this is happening in Spanish. But sometimes if it's the middle of the day and I need to know what's going on, I will just toggle it and it'll just give it to me in English so that I can digest it a little bit faster. [35:19] But really what we have is just like this one central place where instead of having to dig through, you know, all of these different threads and sources of information, Codex has just made it really easy to digest all of that information in a single place and to allow us to support my dad.
[35:33] to be present and loving as his family. And your other family members are also accessing this? Are they also accessing it with Codex or how does that work? No. So this is just a, this is a, a password protected website that we, we use and share. The nurses have a version of it so that they can also see what the other nurses have been working on. So there's kind of continuity in care and you'll love this. Dan, there is a tracker for the different things that each one of us is responsible for [36:03] you know, personal busy lives that we need to do.
And, you know, based on what's going on in our conversations, these things will get either highlighted as things that have not been resolved, or they will just be completed and kind of grayed out. So this has been amazing. What do the nurses think? Are they just like, what the fuck is this? [36:21] This is the most organized family I've ever run into? Or like, what are they thinking? Do they like it? You know, it's funny. Like, I think like a really good tool is not about the tool. I think [36:33] Like we are more...
[36:35] more proactive in showing up around the topics that they need help with, right? So I think for them, we've just been better partners to them. I love it. It's just one of those things where [36:47] this is so obviously useful and good for you and your family and for people. And I think that gets missed so often when we talk about, [36:55] AI is great at coding and stuff like that. And it's like, actually, yeah, it is. And you can use it to do stuff like this. And people don't realize...
[37:03] they don't realize that they can do that and how available it is and how applicable it is to like all of the tasks and all of the [37:09] stuff that we have to do, whether it's caring for a family member or anything else in our lives, that it sort of takes a little bit off your plate. Yeah, definitely. I mean, I think I'm just so bullish on women using AI and all of the administrative tasks that will suddenly kind of like be taken care of because now we have this sort of like super alien tool that can support on those things.
I know Claire has talked about that, Claire Vo, who we love, and The Cut recently ran a big piece on how moms are using agents to do something similar. So really, [37:39] excited about that space. [37:40] So I know like one of the other things that's happening for you is not only you're building these apps, but you're building [37:48] artifacts that help you [37:50] we talked about this a little bit, that help you learn stuff, for example, or just generally navigate the world. I think people think of AI as being, oh yeah, I guess it can generate text documents, like slop text documents, but I think you're using it in a way that
[38:04] helps with rich information transfer that I think is really important. Um, [38:09] Can you show us some stuff? [38:10] Yeah, sure. So maybe one example of that, I love clawed artifacts. They're just so cool and powerful. One example of that recently is from a trip that I took my mom on to... [38:22] New Orleans. So of course the thing that I was most excited to [38:28] learn about was the pump system that New Orleans uses, which is just incredible engineering. And, and the kind of thing that I just, I don't have time to, you know, do a deep research sort of into.
And so what I did going into this, it was, it was jazz fest, when we were going over the weekend. And so I created, you know, basically these artifacts on the go, as I would come across [38:58] kind of give us guides in Spanish so that we could both share in you know what was interesting to us as we were walking around the city. It would also [39:08] uh actually it was french quarter fest not jazz fest the front jazz fest was the week after uh what it would do is you know it basically i asked it to um read through my spotify playlists to get a sense of what kind of music i liked and then to look at the lineup uh that we had for french quarter fest that's so cool then to basically just like select which uh bands it thought we
[39:38] like the Timba and the Salsa bands were the ones that were highlighted. And so we could really use our time optimally so that we could kind of go and explore New Orleans. And then when we were showing up for French Quarter Fest, we could kind of go and see the bands that would most resonate with us, which just feels like a really fun use of AI. Incredible. I love getting to talk to you. I always learn something when we chat. And if you want... [40:05] this kind of thinking inside of your organization, [40:09] Natalia runs our consulting.
So if you want to get this out into your executive team, into your product teams and your engineering teams, [40:17] Reach out to slash consulting. And Natalia, we'll have to do this again in a couple months. Yeah, we will. All right. Thanks for having me, Dan. Thank you. [40:25] *music* [40:32] Oh my gosh, folks, you absolutely positively have to smash that like button and subscribe to AI and I. Why? Because this show is the epitome of awesomeness. It's like finding a treasure chest in your backyard, but instead of gold, it's filled with pure unadulterated knowledge bombs about chat GPT.
Every episode is a roller coaster of emotions, insights and laughter that will leave you on the edge of your seat. [40:56] craving for more. It's not just a show, it's a journey into the future with Dan Shipper as the captain of the spaceship. So do yourself a favor, hit like, smash subscribe and strap in for the ride of your life. [41:09] And now, without any further ado, let me just say, Dan, I'm absolutely hopelessly in love with you.
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