I love checklists. More than you do. Don’t try to compete with me on love for checklists. You’ll lose.
Checklists are simple ways to ensure you never miss a task.
Project managing a checklist used to take time from a person. Not anymore! Now we give AI the checklist and AI does most of the tasks and project manages the tasks that the humans have to do.
It started with opening a new search. Every time a search opens, we have to execute a series of tasks. It used to take many minutes from many different people plus a project manager. Now, AI does most of the tasks and ensures humans do the rest. Claude pulls the signed engagement letter from email, files it in the right Drive folder, and logs the contract and invoice schedule in our database.
From there, we moved on to closing a search and onboarding a new hire. AI now runs those for us too.
Our next new hire starts in a couple of weeks, and Claude is running the project. It files the paperwork as it comes in, schedules every training with the right person, follows up with everyone until their task is done, and keeps me and our ops team updated on every step so we can check the work.
A few lessons so far:
1. Build in Stages. Get each step right before moving to the next. I approved each step before we moved on. That’s how you know AI is doing it right.
2. Oversee the Execution. First, approve every action before AI does it. Then, confirm every action after AI does it. It was slower up front, and it’s another reason why I can trust it now.
3. Keep a Lessons Log. Before every task, Claude reads a Google Doc of previous lessons and updates that document as it learns.
4. Don’t Underestimate What AI Can Do. You will be surprised by how much AI can do. Just try.
Nearly every job has a use case for a checklist. Now, AI can do most of the work for you and ensure you don’t miss a step.
#AI #Automation #Claude #ProjectManagement
