Guide

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 cases
Acknowledgements: Thanks so much to my team at Hive, especially Kevin Xia, for experimenting with AI tools and sharing what's working and what's not. As well as the animal advocacy community and AI trainers for sharing their tools and tips! Much of what I use now are things I learned from others.
Quick reference

All 10 use cases at a glance

Click any row to jump to the full write-up.

Use caseWhat it means
01Cross-tool feedback prep AI pulls your Slack, Asana, email, and docs to build evidence-based feedback for 1:1s. Read more →
02AI as management consultant A sounding board for sensitive decisions you can't discuss with your team. Read more →
03Transcript analysis for self-improvement AI reviews your meeting transcripts and tells you what to improve by the next call. Read more →
04Turning transcripts into work Convert meeting recordings into follow-up emails, action items, and blog post drafts. Read more →
05Rehearsing hard conversations Draft a script and role-play the other person's likely responses before the real meeting. Read more →
06Pressure-testing your thinking Before you send that message or make that call, AI flags what you might be missing. Read more →
07Time-allocation analysis Audit where your time goes vs. where you say it should go. Surfaces the gap. Read more →
08Custom AIs as first-pass reviewers Train AI on your standards so it reviews drafts before they reach you. Read more →
09360 review synthesis Pull 360 feedback into themes, or run a self-360 across all your comms. Read more →
10Your own AI Chief of Staff Automated email triage and a daily summary of everything due across all your channels. Read more →
Before you start

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:

  1. 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.)
  2. Upload your standards. Your branding guide, your voice, examples of writing you've published, and any standards you hold work to.
  3. 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.

A note on cost: My team uses Claude's non-profit plan ($8/month per person, 5 seats minimum). For the use cases that connect to your work tools (Slack, Asana, Gmail, Drive), you'll also need the Cowork add-on or use Claude's built-in connectors. The ROI is significant: the time saved on feedback prep, transcript analysis, and comms triage alone pays for it many times over.
Deep dives

The ten use cases

1

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?"

Example prompt
"Look at my Slack, Asana, Gmail and Drive activity with [person] over the last month. What feedback should I give them in their 1:1? Include both strengths and growth areas, with specific examples. Then tell me what you might be missing that only I would know."
How to set this up

This use case requires Claude to read your work tools. Here's how to get it working:

  1. Open Claude's desktop app and go to Cowork mode (the mode that lets Claude connect to your tools and work alongside you).
  2. 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.
  3. Start a new conversation and paste the example prompt above, replacing [person] with the name of the team member you're preparing feedback for.
  4. 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.
Tools needed: Claude Pro/Team plan + Cowork mode with Slack, Asana, Gmail, and Google Drive connected.
2

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.

Example prompt
"I'm thinking about [restructuring / promoting / addressing performance with] [person]. Here's the full context: [describe situation]. Act as a management consultant who's been brought in to challenge my thinking. Don't agree with me. What am I avoiding? What are the risks I'm not seeing? What's the real question I should be asking?"
Follow-up prompt
"You're being too polite. What would a blunt, experienced COO say about this plan?"
How to set this up

This is one of the simplest use cases to get started with. No tool connections needed.

  1. Open a new Claude conversation at claude.ai or in the desktop app.
  2. 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.
  3. 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."
  4. Iterate. When it gives you a reframe or a challenge, respond with your reaction. The back-and-forth is where the value is.
Tools needed: Claude Pro/Team plan. No additional connections required. For sensitive topics, use a private conversation rather than a shared Project.
3

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.

Example prompt
"Rate this meeting out of 10 for my performance as the manager. Be specific: Did I create space for the other person to problem-solve, or did I jump to solutions? Did I ask open questions or leading ones? Did I name the hard thing directly or dance around it? Where did I do well and where should I improve by next time?"
For spotting patterns over time
"Look across my last [3/5/10] meeting transcripts with [person]. How often do they move from diagnosis to action? Are there recurring topics they raise but never resolve? What's changed in their communication style over this period?"
How to set this up

You need a way to record meetings and get a transcript. Here's the full setup:

  1. 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.
  2. 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.
  3. 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."
  4. 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.
Tools needed: Claude Pro/Team plan + any meeting transcription tool (Zoom transcript, Google Meet transcript, Otter.ai, Fireflies.ai, Fathom, etc.).
4

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.

  1. Upload the transcript to a new Claude conversation (or the same one you used for self-review).
  2. For follow-up emails: "Draft a follow-up email summarising the key decisions and next steps from this meeting. Keep it concise and professional."
  3. 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.
  4. For writing ideas: "What ideas or insights from this meeting could be worth writing about? Summarise each one in a sentence."
Tools needed: Claude Pro/Team plan + a meeting transcript. Same setup as use case 3.
5

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.

Example prompt
"I need to have a conversation with [person] about [topic]. My ideal outcome is [X]. The reason this is hard is [Y]. Draft a full script: my opening line, how to pivot to the real topic, and what to say if they respond with (a) defensiveness, (b) relief, or (c) a counter-proposal. Include my fallback position if I can't get my ideal outcome."
Then role-play it
"Now play the role of [person]. Respond as they realistically would based on what you know, not how I'd hope they'd react. I'll practise the conversation with you."
How to set this up

No tool connections needed. This works in a regular Claude conversation.

  1. Open a new Claude conversation.
  2. 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.
  3. 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]."
  4. 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.
  5. Debrief. After the role-play, ask: "How did I do? What could I say differently?"
Tools needed: Claude Pro/Team plan. No additional connections.
6

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.

Example prompt
"I'm about to send this Slack message: [paste]. How will it land? Is there a reading of this I'm not seeing? Is there a better way to frame it?"
For bigger decisions
"I'm about to [make this decision / take this action]. Here's my reasoning: [explain]. What am I missing? What's the strongest argument against this? Is there an emotional driver here I should examine before I act?"
How to set this up

The simplest use case of all. You just need Claude open alongside whatever you're working in.

  1. Keep Claude open in a browser tab or the desktop app while you work.
  2. Before sending something important, copy your draft message, email, or decision into Claude.
  3. 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?"
  4. 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.
Tools needed: Claude Pro/Team plan. No additional connections. This works best when Claude has your "about me" context so it knows your communication style and values.
7

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.

Example prompt
"Look at my calendar, Asana tasks, Slack activity, Gmail, and Drive from the last quarter. What did my time go to? Break it down by category (strategic work, operational tasks, meetings, comms, writing). Compare that to my role description [paste or attach it]. Where's the biggest gap between what I should be spending time on and what I spent time on? What should I delegate or stop doing?"
How to set this up

This requires Claude to access your calendar and work tools. Similar setup to use case 1.

  1. Open Claude in Cowork mode and connect your Google Calendar (or Outlook), Asana, Slack, Gmail, and Drive.
  2. Upload or paste your role description so Claude has a reference for what you're supposed to be spending time on.
  3. 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?"
  4. Set a recurring reminder to do this quarterly. The value compounds as you track changes over time.
Tools needed: Claude Pro/Team plan + Cowork mode with Calendar, Asana, Slack, Gmail, and Drive connected.
8

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.

Example Project instructions (paste into your Project's system prompt)
"You are a writing reviewer with my standards. When reviewing a draft, check for: (1) Is the ask clear in the first paragraph? (2) Is every claim backed by evidence? (3) Is the tone warm but professional, not corporate? (4) Are there any jargon or acronyms an external reader wouldn't know? (5) Does it match our brand voice? Flag each issue with a specific suggestion for how to fix it. Be direct, not gentle."
What your team pastes when submitting a draft
"Review this [grant application / donor email / blog post] against our standards. Flag anything that doesn't meet the bar and suggest specific edits. Tell me if it's ready to send or needs another pass."
How to set this up

This uses Claude's Projects feature, which lets you create a dedicated workspace with custom instructions and reference documents.

  1. Go to claude.ai and create a new Project. Give it a name like "Grant Application Reviewer" or "External Comms Review."
  2. 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.
  3. 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.
  4. Upload reference materials. Your branding guide, style guide, any templates the team should follow.
  5. Test it. Drop in a recent draft and see if the feedback matches what you'd say. Refine the instructions until it does.
  6. Share the Project with your team (on Claude Team plan) so they can submit drafts for review themselves.
Tools needed: Claude Pro plan (for personal use) or Claude Team plan (to share the Project with your team). No external tool connections needed.
9

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.

Example prompt
"Look through all my comms: email, Drive, documents, Slack, Asana. Do a thorough analysis of what kind of manager and leader I am. Where are my biggest strengths? Some strengths I might not be realising I have? Where are my biggest gaps? Feel free to use our chat history too."

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:

  1. Collect the 360 responses in a spreadsheet or document (most 360 tools let you export responses).
  2. Upload the responses to Claude in a new conversation. Remove names if you want anonymised synthesis.
  3. 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:

  1. Open Claude in Cowork mode with Slack, Gmail, Drive, and Asana connected.
  2. Use the prompt above. Claude will analyse your communication patterns, work outputs, and interactions to give you an honest assessment.
  3. Sit with the output. Some of it will sting. That's the point.
Tools needed: For team 360 synthesis: Claude Pro/Team plan + exported 360 responses. For self-360: Claude Pro/Team + Cowork mode with your tools connected.
10

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.

Example prompt for the recurring task
"Check my Asana tasks, Slack messages, Gmail inbox, and Drive notifications. Give me a morning briefing: what's due today, what's overdue, what's high priority, and what needs a response from me. For anything that needs a response, draft one. Keep the whole briefing under 500 words."
How to set this up

Two separate tools that work well together:

For email triage with Cora:

  1. Sign up at cora.computer and connect your email account.
  2. 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.
  3. Let it run. Cora learns your patterns over time and gets better at sorting and drafting responses.

For a recurring comms triage with Claude:

  1. Open Claude in Cowork mode and connect Asana, Slack, Gmail, and Drive.
  2. 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."
  3. Review each morning. You'll get a tidy briefing of everything across your channels, with draft responses ready for you to approve or edit.
Tools needed: Cora (separate subscription) for email triage. Claude Pro/Team + Cowork mode with your tools connected for the recurring comms triage.
Honest limits

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.