How I use AI for management
Ten specific use cases any manager can copy this week. From evidence-based feedback to your own AI Chief of Staff, to running your own 360 review.
See the use casesAll 10 use cases at a glance
Click any row to jump to the full write-up.
| Use case | What it means | ||
|---|---|---|---|
| 01 | Cross-tool feedback prep | AI pulls your Slack, Asana, email, and docs to build evidence-based feedback for 1:1s. | Read more → |
| 02 | AI as management consultant | A sounding board for sensitive decisions you can't discuss with your team. | Read more → |
| 03 | Transcript analysis for self-improvement | AI reviews your meeting transcripts and tells you what to improve by the next call. | Read more → |
| 04 | Turning transcripts into work | Convert meeting recordings into follow-up emails, action items, and blog post drafts. | Read more → |
| 05 | Rehearsing hard conversations | Draft a script and role-play the other person's likely responses before the real meeting. | Read more → |
| 06 | Pressure-testing your thinking | Before you send that message or make that call, AI flags what you might be missing. | Read more → |
| 07 | Time-allocation analysis | Audit where your time goes vs. where you say it should go. Surfaces the gap. | Read more → |
| 08 | Custom AIs as first-pass reviewers | Train AI on your standards so it reviews drafts before they reach you. | Read more → |
| 09 | 360 review synthesis | Pull 360 feedback into themes, or run a self-360 across all your comms. | Read more → |
| 10 | Your own AI Chief of Staff | Automated email triage and a daily summary of everything due across all your channels. | Read more → |
The setup that makes everything work
Most of what follows assumes you've done the basic setup work in Claude. None of these use cases work as well from cold. If you're going to take only one thing from this post, take this.
What you need: a paid Claude plan (from $8/month per person on the non-profit plan, 5 seats minimum). You can get useful advice from the free tier for simple things like pressure-testing a message or thinking through a decision. But the paid plan gives you much more memory, richer context, and access to features like Projects and Cowork mode that make the difference between occasional use and a tool you rely on daily. I use Claude rather than other AI tools partly because it's the strongest current model for nuanced writing and reasoning, partly because it integrates well with tools like Slack, Asana, Gmail, and Drive, and partly because Anthropic is considered a more ethical AI company. Other tools may catch up. The setup principle is the same wherever you go.
The setup that matters:
- Write an "about me" file that tells Claude who you are, what you do, how your team is structured, and how you think. (Here is a good blog with instructions on how to set this up.)
- Upload your standards. Your branding guide, your voice, examples of writing you've published, and any standards you hold work to.
- Choose where to put it. Use Claude's Profile preferences (Settings → Profile) for things that should apply to every conversation. Use a Project for context specific to a piece of work.
Without setup, every prompt starts from cold and the output is generic. With it, you skip the setup tax every time. I can ask Claude to draft a board update, a fundraising email, or a team Slack message and the first version already sounds like me, with my standards built in. The AI doesn't sound like AI. That's the difference between a tool you use occasionally and one you rely on.
The ten use cases
Cross-tool feedback prep
The feedback I give and receive in 1:1s used to rely heavily on memory. Whatever stood out in the last week or two would dominate, and the slower patterns from a month ago would slip out of view.
Now I connect Claude to Slack, Asana, Gmail, and Drive and ask it to pull the real evidence. What did this person work on in the last month? Where did they shine? Where did they get stuck? The output is a draft of feedback grounded in what happened, not in what I half-remember.
I still go through it manually and pick what lands, and I still use my own pattern recognition for the things only I would notice. But starting from real evidence makes the feedback more objective.
The other thing I love about this: if both of you do it, you sometimes surface different things, which is interesting to compare. The AI working from the data finds patterns I'd missed, and I bring context the data can't see.
It can also help you surface what you could have done better as a manager. If you're reviewing your own interactions with a team member, Claude can point out where you could have communicated more clearly, followed up sooner, or given more support.
I also use Claude to help me accept constructive criticism better. I can run the feedback through it and ask "Based on what you have noticed, does this ring true? What are the examples?"
How to set this up
This use case requires Claude to read your work tools. Here's how to get it working:
- Open Claude's desktop app and go to Cowork mode (the mode that lets Claude connect to your tools and work alongside you).
- Connect your tools. In Cowork, you'll see options to connect Slack, Asana, Gmail, and Google Drive. Click each one and authorise access. Claude will only read data you give it permission to see.
- Start a new conversation and paste the example prompt above, replacing [person] with the name of the team member you're preparing feedback for.
- Review the output. Claude will pull messages, tasks, and documents related to that person and draft feedback. Go through it and add your own observations, especially the things only you'd notice from being in the room.
AI as a management consultant on hard people decisions
Some decisions you can't take to your team because they're about the team. Restructuring. Promotions. How to handle a performance issue. How to think about org design when something isn't working. The kind of question where the obvious sounding boards are themselves part of the picture.
A board member or coach can help here, but they aren't always available, and the decision has to be made now. AI fills that gap well, as long as you give it real context and ask it to push back rather than agree.
When I was thinking through a restructuring question, I asked Claude what a good management consultant would say. It pointed out the thing I was avoiding: that the question I was framing wasn't the question I needed to answer. The real question was sitting underneath, and I'd been circling it without naming it. That reframe was worth more than an hour of going round in circles.
The trick is to instruct it to disagree with you. Otherwise you get sycophancy dressed up as analysis.
How to set this up
This is one of the simplest use cases to get started with. No tool connections needed.
- Open a new Claude conversation at claude.ai or in the desktop app.
- Give Claude context. Describe the situation in detail: who's involved, what the options are, what you're leaning towards, and why. The more honest and specific you are, the better the output.
- Instruct it to push back. Add something like: "Act as a management consultant. Don't just agree with me. Tell me what I might be avoiding, what the risks are with my current thinking, and what question I should be asking instead."
- Iterate. When it gives you a reframe or a challenge, respond with your reaction. The back-and-forth is where the value is.
Analysing transcripts of my own calls to learn faster
This is the use case I'd most want every manager to try. The learning curve is steep in a way that nothing else I've found matches.
After a coaching call, a 1:1, a difficult conversation, or a board meeting, I'll pull the transcript and ask Claude to rate it out of 10 and tell me what I did well and what I could improve. Specific things. Did I create a space for people to come up with their own solutions? Did I pivot too fast from problem to solution? Did I ask leading questions? Did I name the thing or dance around it? This could be particularly useful if you upload your professional development goals to Claude as a reference.
The feedback is usually accurate enough to act on by the next call. That tight loop — do the thing, get specific feedback, do it slightly better next time — is transformative for skills that normally take years to develop because no one ever tells you what you're doing wrong.
A few things I now know about my own coaching style that I didn't before doing this: I sometimes close down a thread with a summary when the person was about to go deeper. I underuse silence. I redirect from emotional content to practical content faster than I should.
I can also use this to spot patterns in other people. When I sense that something is off about how a team member shows up but I can't articulate it, I ask Claude to look across meeting transcripts with this person from a given time period.
A practical note: when the AI gives you an example, go back and check the transcript. I caught myself once accepting a vivid example that turned out to be slightly off. The patterns were real but the supporting case wasn't quite right. Always verify before using anything in feedback to someone else.
How to set this up
You need a way to record meetings and get a transcript. Here's the full setup:
- Enable transcripts in your meeting tool. Most video call tools (Zoom, Google Meet, Microsoft Teams) have a built-in transcription option. In Zoom, go to Settings → Recording → turn on "Audio transcript." In Google Meet, click the Activities icon → Transcripts → Start transcript. You can also use a dedicated tool like Otter.ai, Fireflies.ai, or Fathom.
- Get the transcript into Claude. If Claude has access to your Drive (via Cowork mode), you can ask Claude to access a specific meeting transcript directly. If not, download or copy the transcript after the meeting (most tools let you download a .txt or .vtt file, or copy the text directly), then upload it to Claude by clicking the attachment icon or pasting the text into the chat.
- Ask for a review. Try: "Rate this meeting out of 10 for my performance as a manager. What did I do well? What could I improve? Be specific with examples from the transcript."
- Optional: upload your development goals. If you have a professional development plan, upload that too, and ask Claude to assess your performance against those specific goals.
Turning transcripts into real work
Once you have transcripts, the second use is treating them as raw material for everything that comes next.
- Default-on transcripts. Set transcript creation as the default for internal meetings. The tax of remembering to turn it on every time is too high. Default-on means you never have to wonder later whether you have one.
- Draft follow-ups. Use transcripts to draft follow-up emails, summaries, and updates. Drafting from a transcript is much easier than drafting from memory. The AI does most of the work, and you edit for tone.
- Extract action items. After a meeting, ask Claude to extract every assignment from the transcript with the owner and rough timing. This catches things that would otherwise slip, especially the small commitments people make in passing that no one writes down.
- Surface writing ideas. If you've discussed something interesting in a meeting, ask Claude to flag what might be blog-worthy. The work of turning it into a polished piece is still yours, but having a draft to react to lowers the activation energy.
The general principle: a transcript is a free input into half a dozen other deliverables. Most teams generate them and then never touch them again. Use them.
How to set this up
Same transcript setup as use case 3 above. The difference is what you ask Claude to do with it.
- Upload the transcript to a new Claude conversation (or the same one you used for self-review).
- For follow-up emails: "Draft a follow-up email summarising the key decisions and next steps from this meeting. Keep it concise and professional."
- For action items: "Extract every action item from this transcript. For each one, list who's responsible and the rough deadline if one was mentioned." Top tip: if you use Asana and it's connected to Claude, ask Claude to create these tasks or projects for you directly.
- For writing ideas: "What ideas or insights from this meeting could be worth writing about? Summarise each one in a sentence."
Drafting and rehearsing scripts for hard conversations
Before a conversation I'm dreading, I'll ask Claude to draft a full script: opening line, the pivot to the real topic, what to say if the other person responds in different ways. Then I do a rough role play, with Claude playing the other person.
You can also use Claude's Voice chat for the role-play, which makes the rehearsal feel closer to a real conversation.
This isn't about reading from a script in the actual meeting. It's about having walked through the shape of the conversation before I'm in it. By the time I'm in the room, I've already had the version where the person gets defensive, the version where they're relieved, the version where they want to negotiate.
The biggest unlock here is knowing what my fallback position is. I used to walk into hard conversations hoping to figure things out in real time. Now I walk in knowing what I want to leave with, and what I'll accept as the next-best outcome.
How to set this up
No tool connections needed. This works in a regular Claude conversation.
- Open a new Claude conversation.
- Describe the situation. Who you're talking to, what the conversation is about, what outcome you want, and what makes it difficult. Be candid; this is private.
- Ask for a script: "Draft a script for this conversation. Include my opening line, how to transition to the real topic, and how to respond if they react with [defensiveness / relief / negotiation / silence]."
- Role-play it. Say: "Now play the role of [person]. I'll practise the conversation with you. Respond as they realistically would, not as I'd hope they would." Then go back and forth a few times.
- Debrief. After the role-play, ask: "How did I do? What could I say differently?"
Pressure-testing my own thinking
This is the use case I value most and the one that's hardest to describe.
When I'm about to send a Slack message, make a decision, or react to a team dynamic, I'll often paste my draft thinking into Claude and ask: "What am I missing? What's the read on this that I'm not seeing? Is there an emotional driver in here I should look at before I act?"
Once, I was about to send a fairly direct message asking a team member to clarify a decision they'd made. Claude pointed out that the phrasing was framed as a question but read as a rhetorical accusation, and that if I sent it as written I'd be undermining the collaborative tone I usually try to set. It was right. I rewrote it in two minutes and the conversation that followed was much better than the one I'd nearly started.
A coach would catch this. So would a good friend. But neither is available when the message is half-drafted.
It's worth giving Claude as much context as you can. You can say things like "Scan the transcripts for our last 10 1:1 meetings" so it has a richer picture of the relationship and communication patterns before giving you advice.
How to set this up
The simplest use case of all. You just need Claude open alongside whatever you're working in.
- Keep Claude open in a browser tab or the desktop app while you work.
- Before sending something important, copy your draft message, email, or decision into Claude.
- Ask for a read: "I'm about to send this. What am I missing? How might this land? Is there a better way to say it?" Or: "I'm about to make this decision. What's the argument against it that I'm not seeing?"
- Revise and send. You'll often find that the first version needed one or two small changes that make a big difference to how it lands.
Cross-tool analysis of how I'm spending my time
Once a quarter, I'll let Claude pull from my calendar, Asana, Slack, Gmail and Drive (and maybe even DoneThat!) and tell me what my time went to. Compared to what I tell myself I'm prioritising. Compared to my role description.
The output is uncomfortable in useful ways. The first time I did this it surfaced that a meaningful share of my week was going to operational tasks that shouldn't be a part of my role, and that the strategic and writing work I claim to value most was the work I was deprioritising under load.
This kind of analysis used to require a coach with access to your calendar and a lot of patience. Now it takes a prompt and twenty minutes.
How to set this up
This requires Claude to access your calendar and work tools. Similar setup to use case 1.
- Open Claude in Cowork mode and connect your Google Calendar (or Outlook), Asana, Slack, Gmail, and Drive.
- Upload or paste your role description so Claude has a reference for what you're supposed to be spending time on.
- Run the analysis: "Look at my calendar, Asana tasks, Slack activity, and email from the past quarter. What did my time go to? How does that compare to my role description? Where's the biggest gap between what I say I prioritise and what I spent time on?"
- Set a recurring reminder to do this quarterly. The value compounds as you track changes over time.
Building custom AIs to replicate my own review function
I'm often the last person looking at grant applications, donor emails, and external comms before they go out. That's appropriate for the role but it makes me a bottleneck, and it means everything sits in my queue until I have the focus to give it a proper read.
So I built custom AIs trained on what I look for. One for grant applications, one for fundraising comms, one for general external writing. Each has my voice, my standards, the things I always flag, the questions I always ask. With enough context and instruction, the output is a thorough first review, much more complete than a quick pass from someone who hasn't internalised what I care about.
This isn't auto-approval. The team still sends me the final version. But by the time it reaches me, the obvious things are caught and the draft is closer to the bar I'd want anyway. I'm reviewing a stronger document, which means my review adds more value at the margin.
The setup is worth doing properly. I gave each AI examples of the kind of feedback I give, the kinds of things I tend to push back on, my voice on the page, and the standards I'm holding to. The current versions are useful enough that I only need to read it over once or twice.
How to set this up
This uses Claude's Projects feature, which lets you create a dedicated workspace with custom instructions and reference documents.
- Go to claude.ai and create a new Project. Give it a name like "Grant Application Reviewer" or "External Comms Review."
- Write custom instructions. In the Project's system prompt, describe exactly what you look for when reviewing. Be specific: "Flag any claims without evidence," "Check that the tone is warm but professional," "Push back if the ask isn't clear in the first paragraph," etc.
- Upload examples. Add 3-5 examples of real feedback you've given on similar documents. Include both the original draft and your comments. This teaches Claude your voice and standards.
- Upload reference materials. Your branding guide, style guide, any templates the team should follow.
- Test it. Drop in a recent draft and see if the feedback matches what you'd say. Refine the instructions until it does.
- Share the Project with your team (on Claude Team plan) so they can submit drafts for review themselves.
Synthesising 360 reviews, including your own
Synthesising feedback from others: When we run a 360 review for someone on the team, we get responses from multiple people across multiple questions, often with overlapping themes and varying levels of specificity. Claude can pull this into themes, count how many respondents raised each issue, separate the sensitive items that should be handled carefully, and flag where the picture is consistent versus contested.
The output isn't the final review. But it cuts the time from raw responses to draft synthesis from a full day to about an hour, and it catches patterns I'd miss reading through linearly.
Giving yourself a 360: This is the use case I'd most recommend to any manager who's been in their role for more than a year.
The output is uncomfortable in useful ways. Claude has access to artifacts of your work that no single colleague sees in full. It catches things like: I'm clearer in writing than in meetings. I delegate operational work but hold onto strategic work too long. Some of what comes out you'd already know if you had a coach who'd watched you for a year. Some of it surprises you.
How to set this up
Two different setups depending on which version you want:
For synthesising team 360 feedback:
- Collect the 360 responses in a spreadsheet or document (most 360 tools let you export responses).
- Upload the responses to Claude in a new conversation. Remove names if you want anonymised synthesis.
- Ask for a synthesis: "Pull these 360 responses into themes. For each theme, note how many respondents raised it, give representative quotes, and flag any areas where respondents disagree. Separate anything sensitive that should be handled carefully."
For a self-360:
- Open Claude in Cowork mode with Slack, Gmail, Drive, and Asana connected.
- Use the prompt above. Claude will analyse your communication patterns, work outputs, and interactions to give you an honest assessment.
- Sit with the output. Some of it will sting. That's the point.
Your own AI Chief of Staff
Triaging emails with Cora (or another email triage tool): I've been using Cora for a while and it has drastically cut the time I spend in my inbox. It sorts incoming email into what needs a response and what's just an FYI, then sends me a digest twice a day. That alone means I can work distraction-free. The feature I value most: for emails that need a reply, Cora drafts one. Most of the time I keep the draft and make small edits.
Running a recurring task to triage all your comms: Work reaches me through too many channels to track manually. Claude's Cowork mode lets you set up a scheduled task that checks all your comms (for me that's Asana, Slack, Gmail, and Drive) and produces a summary of what's due and high priority. You can also ask Claude to draft responses for your approval.
How to set this up
Two separate tools that work well together:
For email triage with Cora:
- Sign up at cora.computer and connect your email account.
- Configure your preferences: how often you want summaries (I do twice a day), what counts as high priority, and any senders you always want surfaced.
- Let it run. Cora learns your patterns over time and gets better at sorting and drafting responses.
For a recurring comms triage with Claude:
- Open Claude in Cowork mode and connect Asana, Slack, Gmail, and Drive.
- Set up a scheduled task. In Cowork, you can create a recurring task that runs on a schedule (e.g., every morning at 8am). Ask it to: "Check my Asana tasks, Slack messages, Gmail inbox, and Drive notifications. Give me a summary of what's due today, what's high priority, and what needs a response. Draft responses where you can."
- Review each morning. You'll get a tidy briefing of everything across your channels, with draft responses ready for you to approve or edit.
What I don't use AI for, and a caveat
I don't use AI to build relationships. I don't use it to make decisions, only to help me make them better. I don't use it as a substitute for time with my coach or my board/team, both of whom give me things AI cannot: continuity, lived knowledge of me, real stakes in my decisions.
If anything, AI raises the bar for what good management looks like. Anthropic's Economic Index found that 91.3% of management tasks fall within what AI can theoretically support, but most managers haven't yet adopted AI for the work it could already help them do. There's now no excuse for an unprepared 1:1, an undrafted hard conversation, or a decision made without having considered the obvious alternatives. The managers who use these tools well will, over time, look meaningfully more thoughtful than those who don't.
A caveat worth taking seriously: Claude makes mistakes. It misreads context, fabricates examples that sound plausible but aren't quite right, and sometimes gives you a confident answer that's just wrong. The risk gets worse when the AI is telling you something you wanted to hear. Use your own judgement. Push back. Disagree. If the analysis doesn't match what you know about a person or a situation, the AI is probably the one that's wrong. The point of using these tools isn't to outsource your thinking, it's to sharpen it. That only works if you stay in the driver's seat. When I'm unsure, I always check with my team/coach on high stakes decisions.

