AI & I

How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)

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Feb 4, 2026
Natalia Quintero, Head of AI consulting at Every who built an AI project manager called Claudie and has guided 100+ organizations, walks through designing and iterating an agent that automates onboarding, status updates, and project workflows. She covers mapping high-leverage tasks for private equity, linking proprietary context to speed memo drafting, and the rituals that unlocked rapid experimentation and adoption.
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Private Equity Cut Memo Time To 30 Minutes

  • A private equity firm mapped every investor task and highlighted high-leverage AI opportunities.
  • That tailoring turned a 2–3 week memo process into a 30-minute high-quality draft.

Proprietary Context Is The Multiplier

  • Connecting AI to proprietary, firm-specific context is where most value lives.
  • Tailor prompts to reflect firm conventions, theses, and data sources for dependable outputs.

Plan-Delegate-Assess-Compound Accelerates Engineering

  • Engineering teams succeed with a plan-delegate-assess-compound rhythm.
  • With that framework, engineers can produce two weeks of work in an afternoon.
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