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Claire Veaux
Why has Claude Code become your buddy?
Teresa Torres
I was writing my notes in my task management tool and that was Trello. As time went on, I just started to get really worried about how am I ever going to get my data out of Trello? And so I was like, I wonder if Claude can help? And that was like, one thing. Maybe I could just do this better with Claude and by moving my task management to Claude. Now Claude sees my tasks and I can literally start my day and be like, claude, what's on my to do list that you can just do for me? I can say, hey, Claude, what's my sales pipeline right now? And because Quad is tagging my tasks, it literally can generate a list of all my sales tasks and where they're at.
Claire Veaux
This has given me a lot of inspiration because I forget a lot of things. There's a lot going on. Welcome back to How I AI. I'm Claire Veaux, product leader and AI obsessive, here on a mission to help you build better with these new tools. Today we have a very practical episode with Teresa Torres, author of Continuous Discovery Habits, which we all know and love, and internationally acclaimed author, speaker and coach. Terese is going to show us how she uses Claude Code for basically everything, but especially to manage her huge to do list, all the information she needs to do a great job, and builds a giant context library so she can be, as she says, lazy with her prompting. Let's get to it.
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Claire Veaux
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Claire Veaux
@Brex.Com How I AI Teresa, welcome to How I AI. I am so thrilled with today's episode because we get to see what I love, which is good old Claude code in a non coding environment. And we were laughing before the show. You were just in every directory on your computer, straight in the terminal, like this is how we're living right now. So I have to ask you, before we get into any of it, why Claude code? Why has Claude Code Been become your buddy.
Teresa Torres
Yeah. This has been a really gradual evolution. I started like everybody else, like literally in ChatGPT and the web. And then I wanted to have an LLM help me with writing. And I gradually moved to Claude because Claude's a little bit better writer, although that might be changing. And then I do code, and I mostly code in the AWS environment. And this is gonna be really embarrassing. I do most of my coding in the AWS management console and my husband for like four years has been like, teresa, you just need to use ide. And I was kind of afraid of ide. I literally had no version control. But I recently had a project where one of the things that I built is being integrated into a real production quality product. And I was like, oh, I got to level up my engineering game. And that got me into VS code. And then because I needed to use Git and be a real engineer, if I was going to have something I built go in a real product. And so I had to level up my pretend engineering game. And my husband was like, and look, you can just have Claude in the terminal right here inside VS code. And then that was a game changer. And I think the reason why coding with Claude helped me with all the things we're going to talk about today is I feel like engineers pair program with CLAUDE when they use Claude code. And I think this idea of pair programming, I pair program now with everything I do, even if it's not programming. So, like, I pair task manage and I pair write and I pair everything.
Claire Veaux
Great. And so let's get into it, because you are going to show us task management. And I mean, the running joke is like, every, every third startup is going to be a to do list. Like, if you haven't tried to start a to do list startup, are you really like an early stage founder, but you have coded yourself a task management platform that works for you and I'd love for you to walk us through it.
Teresa Torres
Yeah. And I'll explain why I did this. I actually think the reason why there's so many task management apps is that how we manage our tasks is so idiosyncratic that this is exactly the type of thing that you should build for yourself, because it can work exactly the way you want it to work, which is part of the magic. But what got me here was I'm a huge note taker. Like, instead of thinking out loud, I think by outlining and writing notes. And I was writing my notes in my task management tool, and that was Trello. This is kind of nightmarish. Because now my notes are locked into a third party tool. They weren't very searchable. And as time went on, I just started to get really worried about how am I ever going to get my data out of Trello? I was like, I wonder if Claude can help. And that was one thing. Maybe I could just do this better with Claude. Then the second thing that got me into this was as I started to get more involved in AI, I forced myself every time I did a task to ask, how can AI help with this? Can it automate it? Can it augment it? Do I like doing it? Do I want AI to do it for me? And by moving my task management to Claude, now Claude sees my tasks and I can literally start my day and be like, claude, what's on my to do list that you can just do for me? Or what's on my to do list where I should be thinking about how you can help? And then it's not all on me to figure out how to use AI. Claude's kind of my pair AI buddy. So what I built is I have a slash command today. Are people familiar with slash commands? Should I describe that?
Claire Veaux
You should definitely describe them.
Teresa Torres
Okay, so a slash command is just a Claude code shortcut that we get to define. So I decided it was called slash today. I wrote a really detailed prompt, which we can look at, that tells Claude exactly what to do every time I type today. So every single morning of my life, even on Saturdays and Sundays with my cup of coffee, I sit down and I literally just type in slash today. And if I run this, it's going to overwrite what I'm going to show you, but we'll run it real live in a minute. But what it does, you can see the summary from this morning's output. It checks my Trello board, so I still use Trello to coordinate with my team. Says there were no new cards, nothing new to add to my list. It generates a today file, which is what we're looking at here in Obsidian. This is. It's gone through all of my tasks that are just markdown files and told me what's due today. We're late in the day. So I've done a lot of my to do list. I am like every other human. I have a long list of overdue tasks that I have not done, and they always end up at the top of my to do list. And tasks are things that have due dates, right? Like, they're things I have to do by a certain time. I also have A whole folder full of IDs, just things that I want to get to someday. And you can see I have four ideas that are currently in progress. These get added to my to do list every day so that when I make it to the end of my list, I can be like, okay, what should I be working on that's more long term? And then we're going to talk about this, I think, next. But I do have this kind of plugin that I created that does research queries for me every day. And then every day on my to do list, I get my research digest to review and save papers that I want to summarize and learn from. And it's such a simple workflow. But what's behind the scenes? If I go over here on the left, I just have different folders. These are literally markdown files. We're in Obsidian. I have a Bugs folder, I have an Ideas folder, I have a Tasks folder. And then if we look at a task, a task has some front matter. So front matter is an Obsidian concept. It's just like field type and then value. Um, it's YAML behind the scenes for people familiar with that. And so I have type tasks that a task has a due date and then there's tags. And every single one of my tasks has this. And so what's happening when I run my Today command is Claude is just searching my Tasks folder for anything that has a due date of today.
Claire Veaux
And I have to ask, just behind the scenes, is the Trello data being pulled via the Atlassian mcp or how is it actually accessing all this data? Is Obsidian stored locally? Like, how does this all stitch together?
Teresa Torres
Yeah, so I actually don't use Trello anymore at all. I'll tell you why. I have a Trello MCP server, but I don't like now when I want to create a task, I don't go create it on my Trello board. I literally. We can demo this new task. Send thank you to Claire.
Claire Veaux
Very sweet.
Teresa Torres
AI was a blast. And then Claude has, like, has all the context for how my task management system works. Because Claude is open in my Tasks folder. And you can see here, it's creating a file in my Tasks. It set the due date to today. It hasn't added tags, which is kind of a problem. We'll see if it figures it out. Oh, it's being very smart. So because it added something to my Today list, it knows it needs to update my Today. This file that we're looking at, I actually don't want it to do it this way because it's going to remove all my checklists and I like feeling like I did my stuff. So I'm going to just tell it to just manually add it. So that's this script that it just tried to run as kind of telling you the behind the scenes of how this today slash command works. There is a Python script behind this that does that, does that. Like, search all the tasks for anything that is due today, search for anything that's past due. And you can see here that, like, now it just shows up on my to do list. And this sounds so silly, but I didn't have to open a web browser. I didn't have to click through 14 different buttons in a GUI that is constantly changing. I didn't have to like click on a date picker and then click a label and then move it to the right list. Like, I literally just typed like off the cuff notes to Claude. And because I work in Claude all day, every day, this task window is always open. And then I usually have a second session open for whatever project I'm working on. And so I can always just bounce over and be like, hey, new task. Or hey, a new idea. And it's just, it's the speed of it is what I really love about it. So I don't have to think about anything.
Claire Veaux
And then why put Obsidian in the loop? It's something you already had. It has a lot of context. It's structured the way you want it. You know, these could be just raw markdown files and you could just X them off the way they're shown above. What do you think that extra layer is for you?
Teresa Torres
I was not an Obsidian user before this. And I'll say I wasn't even comfortable with Markdown at the beginning. Like, let's go back six, eight months. Like, I was not a comfortable Markdown user. There's a few things I like. I like the really tactile. Like, it's silly, but I like checking the box. I know I can put it.
Claire Veaux
I was gonna ask.
Teresa Torres
Yeah, I know I can put an X in a. And markdown is not quite the same.
Claire Veaux
Really.
Teresa Torres
What I like is the file browser on the left. And if you'll notice, my vault is not set at tasks, it's set higher than that. So I have. And we'll talk about my LLM context, but I have like my LLM context, all my notes across everything. Some podcast files that I use to work with my podcast. This is the research stuff we're going to get into all My tasks, some skills that I've been trying to experiment with, my writing. And so I kind of think about Obsidian as my file browser. And because it's all in Markdown, it makes everything I do super accessible to Claude. And then I can do things like I can say, hey, Claude, what's my sales pipeline right now? And because Claude is tagging my tasks, it literally can generate a list of all my sales tasks and where they're at on the fly. So, like, for most task management, you're limited to what views they create, or you can use tags, but who manually tags things. I'm optimistic I'll do that, but I never do it. Whereas in this system, Claude does all the tagging. Anytime it generates a task, it'll think about what tags to add. And then in my ClaudMD, for this project, not for my global one, for this project, we keep a taxonomy of what tags we're using and we kind of manage that. When I see things I don't like, I update that Claude MD so that I'm co creating it with Claude and. But Claude's doing all the heavy lifting.
Claire Veaux
So I want to recap this before we go to the next workflow, which is you've created a slash command in Claude code to look at your tasks and assemble, basically assemble your tasks from today. You have a structured task document format in Obsidian that every task goes into with like a title, a due date, some tags that automatically get populated, and some context. And then you have a couple, like, known commands you can use in Claude that allow you to add, remove, update, whatever those tasks on the fly. And this just gives you the personalized experience you want for your to do list connected across all your sources. And then in case it slipped by people, I do want to call out. You noted that Claude can have sort of like project level instructions and global level instructions. And I think this is something that people don't take enough advantage of is context, scoping their Cloud MD files to the right area so that you could have one for your task management list that's really focused. You have a global one for all your properties, et cetera, et cetera. So I think, I think I have your flow. This has given me a lot of inspiration because I just forget a lot of things. There's a lot going on.
Teresa Torres
Okay, I'm going to show you, like, here's the real value. Like, let's say I'm doing this task. This is a too simple of a task. Let's do. I'm working on launching a course right and as I get onto this, like, let's say I'm like, right before this I was like half done updating the sales page. And then let's say I find a bug in my course platform and I need to document this bug. I take all my notes literally while I'm doing the task, and it's all embedded and again it's all text. So if later, like tomorrow I come back and be like, where in the world did I log that bug? Because I did it lazily in my notes and I didn't actually create a bug, I can be like, Claude, help me find this thing that I don't know where it's at. And like, I don't know about you, I don't know if you've used Trello, but I think any task management tool I could say this about the search is not that good. And it's not that good at searching all the context in the task. And that's what I really love from this is that like, I can't figure it out, but Claude will try every permutation of searches till it finds it. Even if I'm remembering the words wrong. I'll be like, hey, I have a thing called New blog Post tomorrow. And it'll be like, I can't find anything called New Blog Post tomorrow, but I have this thing that says article Wednesday. Is that what you're looking for? And I'll be like, whoa, Claude, that is what I'm looking for.
Claire Veaux
Yeah, I don't think we say it enough that these are really great local search engines for. I mean, we use it so much in code all the time. I'm like, hey, can you remind me how XYZ worked? Or I think I shipped this feature. Can you remind me exactly how it was implemented or who did it? But you can apply that same framework, that same like search framework to kind of any text based tool. And these, these tools are really good at grabbing that context. Well, speaking of finding useful context, you have a second workflow around research I would love for you to walk us through. So how do you assemble all this research that helps you do your job?
Teresa Torres
Okay, so I aspire to be an academic, which is weird, but I do and I really want to keep up on academic research on a lot of topics. In fact, we can go over here and look at my topics. So like, I do a lot about. I'm really interested in this research around like synthetic users and should we be letting AI do interview synthesis for us? I'm interested in team collaboration, creativity, discovery skills, Whatever education, because I teach Personas because it's a super hot topic and I really want to know, like, what are we learning from academic research? I happen to have access to a university library, which is great, but I never have the discipline to like go search for things. There's never a moment in my day where I'm like, oh, I'm bored, I should go do this. But I wish that I did, right? And so what I did. And this is also one of the nice things about using Claude as my test manager, is I can integrate it right into my test manager. So I'm going to start by showing you the output of this and then I'll talk about how I built it. So every day on my to do list, I get a little research digest. It's giving me the search results from a daily archive search. So archive is a preprint server. It's where most papers now, thanks to Covid and Post Covid, get published before they're published for real. What's nice is they're free and they're fast, they're real time. What's not nice is it's before they're edited. So you have to be your own filter. It does a search and then I get a markdown file with all the results. So this is literally today's file. I have not gone through it yet, but then when I go through it, if I open a PDF and I download it, I save it to these topic folders. And in each of these topic folders there's a source directory and a notes directory. So my PDF goes in sources and this is going to matter in a second. And then what happens the next day after I've saved a PDF is on this Research Today digest, I get summaries of every paper I saved the day before. And I get really detailed summaries of like not kind of the half baked. Here's a paragraph of what the paper is about. But I wrote this skill to like very. To focus on like the methods of the paper and the effect size, things that like are going to. Because I have to be the editor. There's no editor for these papers. Yet. Things that can help me decide, is this worth reading? Does it look like it had a big enough effect size? Did it look like it was a good study? And I have a funny story about this. The day I built this, I was reviewing my daily digest and I saw this paper on purchase intent and I read this and I had it summarized and I read the summary. And because it was like in this nice Summary format. I realized this flaw. I was like, oh, they use this purchase intent survey. That's not very reliable. Like it's not an accurate measure of purchase intent. And the next day on LinkedIn I saw Ethan Mollick shared the paper and I was like, oh, this is kind of a crummy paper. Ethan and I re shared it and I basically said, here's why we don't have to care about this paper. And I outlined like a very critical review of the study. And the only reason why I could do that is because I had this system and I'd already looked at the paper that that had just come out. I had already like analyzed it and critiqued it. And like, is there something we can learn from this? And then I wrote a really detailed LinkedIn post about it and it's honestly one of my most best performing posts on LinkedIn ever.
Claire Veaux
Well, there you go. And what I have to ask is, how does this get triggered? Is this automatically, Is this triggered off that today command? How does that work?
Teresa Torres
So I did integrate it into my today command. But the way it works, I built this as a plugin, it is available as a public repo. I will say it's still being tested. It has one user. My husband is going to be the second user. If you want to be the third user, we can make it available. It is a public repo, but use it your own caution. And still in development. What's funny about this is the only part of this that really requires AI is the paper summaries. But the part I would not have been able to build this without AI. So I basically just explained to Claude, like, here's what I want. I want to run a daily search. I want to digest on my to do list. Like, how are we going to make this happen? And what's happening under the hood is I have two Python scripts. One of them every morning searches arXiv and then every Sunday it searches Google Scholar and it's keeping track of what papers we've already seen, what papers are new. And it's searching based on a config file of my personally defined keywords. Then every night I have a second script and these are cron jobs. They just run on my computer on a schedule. And then at night that second script is looking through my source directories in my research directory for any new PDFs, and it's creating a to do list for my today command to take all the papers in that list, trigger Claude code agents to generate the summaries and then the summaries get added to this Research Today file.
Claire Veaux
And do you still have to download those PDFs manually?
Teresa Torres
I am downloading those PDFs manually and I could like there is enough information in the search results that I probably could download them automatically, but I don't. It's even my hand selecting what papers I want to summarize. It's like already a fire hose, so I want a filter. Like I don't, if we look at my digest, like I don't need to read, I don't need to read all of these papers. Like there's some of them that are going to pop out is like, oh, that's really relevant to what I do. I'm going to grab that PDF. So I spend like five to ten minutes a day just looking at this and downloading papers and then I forget about it. And then the very next day I get those summaries.
Claire Veaux
That's awesome. And are there any other you've spoken about sort of archives and these academic sources? Have you thought about creating this for other sources of market information that are maybe useful?
Teresa Torres
Yeah. So I wrote a blog post, I wrote a blog post called Claude Code. What is it? How it's different and why non technical people should use it.
Claire Veaux
Yep.
Teresa Torres
And in that blog post I gave this scenario I was trying to go from like total beginner to magical moment. And so the magical moment I created was in that one blog post you learn about the terminal, you learn about Claude code. And by the end Claude code has generated a very detailed competitive analysis for whatever competitors you tell it with like a detailed price comparison table, a detailed feature comparison table. Because I think like this is the type of stuff Claude is really good at. It can go query things, it can aggregate things, it can create reports. And so I've been starting to think about like what I would love is this same research report for like LinkedIn posts that are relevant to my. Because like I want to go be part of the conversation and comment on things. But when I log into LinkedIn I kind of want to stab my eyes out. And so like I need a filter. Right. LinkedIn's API makes that really hard.
Claire Veaux
So I know, I was going to say this is a call for a LinkedIn MCP here. So we can just access LinkedIn through the dark mode terminal.
Teresa Torres
We'll have to figure out how to like push their ads through dark through MCP before they do that. But I do think there are a lot of applications for this that like people that aren't interested in the academic research side. I mean Claude. I'm using Claude to Google for me. I don't really go to Google anymore.
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Claire Veaux
You've shown two things, which is your to do list is so overwhelming. You need a way to filter and aggregate and work through it. And then your sort of inbound knowledge, you know, sources are so overwhelming, you need to figure out a way to filter, summarize and operationalize this. I really like this. But then I'm guessing at the end of the day you have a bunch of tasks you've done and you haven't done, and a bunch of research that you've read or you haven't read. And you, I mean like all Obsidian users or like all extreme note takers, which I expect you to be, just have a lot of information to go through. And so how have you thought about organizing using that local context, that memory, to make something like Claude code do a good job on your behalf?
Teresa Torres
Yeah, so I definitely have overdue tasks. That's why I went back to my to do list here. And actually this looks like a really nice clean view. If we went to my ideas folder, there's just too much to do. Right. And so one of the things that I've been really playing with is I have this mantra in my head of automation or augmentation. So when I have a new task come up, can Claude just do this for me or should Claude be helping me do this? And I love this because it's helped me be really reflective about, like, what do I want to keep doing, what do I want the robot to do for me? Right. I mean, not literally a robot, but you get the idea. And I realized the more context I provide to Claude, the more Claude can do for me. And so I have a Obsidian vault that is literally just for Claude. And I Called it LLM Context because sometimes I switch to codecs. It doesn't matter which model you're using. And I just have like a ton of information defined. This is going to look overwhelming. I did not create this all at once. I did it very iteratively over time. The way that I built it is as I was finding myself describing things to Claude. I'd be like, okay, Claude, what did we learn today that should go in a context file? And Claude has written these context files for me. So the first one I did was a writing style guide. So I just sort of told Claude, I said, hey, I actually didn't tell Claude who I was to start this. I just said, go to Product Talk and tell me what you think the author's writing style is, who's the audience, what's the philosophy, like, what's the tone? And Claude actually went to my blog and read it and started writing stuff. And then I looked at it and I was like, yeah, this is kind of right. That's not really right. Let's fix this. And so we co created a writing style guide. This is super long. I did not write this myself at all. Like, Claude did all of the heavy lifting. But there's so much in here. Like there's a section on how my book writing is versus my blog writing. We have a section on headlines, we have a section on subheaders, we have a section on like key phrases I like to use, never do this, always do that, and what it means. I rarely let Claude write for me, but Claude critiques all of my writing. And by having a really detailed writing style guide like this, Claude's critiques are spot on, right? Because it knows my goals, it knows my audience, it knows who I'm trying to write for and knows how I'm trying to write. And then I do the same thing for. I have a business profile, a personal profile. I have a ton of business context for marketing. I have like, who my audience is, brand guidelines, my marketing channels. I don't know what that content architecture one is. That's probably something. Claude created content assets, like just. There's a ton here, right? The metrics. I track my publication schedule. I probably should not open partnerships. All of my products, right? Like all my individual courses, my subscription products, whatever. And then each of these files just has content about that. And here's what I learned doing this. At first I started putting everything in my Cloud MD. Like literally everything went in my Cloud MD. But then I realized, like, Claude loads my CloudMD every single time. I don't want all this context in there, Right? And you'll notice, like, I have a business folder, but I also have a personal folder. I have a business profile and a personal profile. One of the most common things I use LLMs for are like, holy crap, my dog just ate this. Is she safe? Claude does not need to know what my marketing channels are or my blog post archive when it's telling me my dog's not going to die. Right. And so it got me thinking about, like, to do context. Well, it's not just that we have to document everything. We have to document everything in teeny tiny files. So when we ask Claude to do a task, we can give Claude just the context it needs to do that task well. And then I don't ever tell Claude when to use these files. Like, if we look at my business profile, this is just an index. It's telling Claude this is what's available to you. You can find my company overview here. You can find details about these courses here. Here's some other products I have so that whenever I ask Claude to do something, it says in my global Claude md, if I ask you for help with something related to my business, use my business profile. If I ask you for help with something personal, use my personal profile. So then, based on what I asked Claude, it will load these profiles. And then based on the content of what I asked it, it'll pick which of these context files to add to the conversation. And then that makes sure I can be super lazy in my prompts. I can be like, claude, blog post review, give me feedback. And it'll just look at the topic of a blog post and pull my audience file and look at who, what, what the product I'm referring to is? And it just helps.
Claire Veaux
Yeah, I think this file, this index file strategy is something that we hear a lot from how I AI guests, which is you want any individual context space or information to be relatively short and relatively focused, but you want to give the LLMs a map to those places. And so I almost think of this as like if you had a filing cabinet and you had to take a random person, an intern, off the street, and you said, here's my task. If you go in this filing cabinet, you'll be able to figure out how to do it. How do you structure, you know, what do you take? What's the instructions you tape on top of the filing cabinet that says, this is how this filing cabinet works. But then like, how easy can you make it to discover exactly what context, what task and the like the step by step workflow you want somebody to follow is really the mental model you want to set up when working with something like a Claude code on a wide variety of tasks. And then you can be very lazy and be like, go write me a blog post on xyz. And it can discover pretty naturally how to get there.
Teresa Torres
I think there's one piece I would add to that, which is, I think it's really easy to think about, like, we got to give the LLM a lot of context. But I think there's a corollary to that, which is if we give it too much irrelevant context, it's still going to not be very good at its job. And so, like, it was a big leap for me to realize this needs to be a lot of small files. Like, I don't want one file with all my products, because if we're working on one product, it doesn't need to know about the other products.
Claire Veaux
And I mean, I think that is the difference between like throwing a, you know, 2000 page user manual on someone's desk and saying, somewhere in here is the answer versus an organized set of kind of like files and folders with little labels, like how to write a blog post or what, what our products are. And so I do think just the form factor of how you store your context allows you to be, as you said, what we all want to be a little lazy.
Teresa Torres
When I'm lazy, even in how I create these, like the way that I create comptext files is anytime I'm finishing a session with Claude code, I just go, claude, what'd you learn today? That we should document? And I make Claude do it.
Claire Veaux
Yep, I love it. Well, I have to ask you one last thing, because you are such an exceptional writer and put out excellent content, but I know you use a little Claude to do a little of that. And I'm just curious how you get Claude to be an effective writing buddy. Maybe it's exactly what you said, which is it's a reviewer, it enforces your style guide. But have you found. This is like the million dollar question for everybody. Have you found a way to make AI writing less terrible?
Teresa Torres
Yes and no. Okay. I love to write, so I really like. This is when I asked that question of augmenting versus automating. I don't want to automate writing. I will share. I have written two blog posts where an LLM did the bulk of the writing. I've been very transparent about this. The first one is I interviewed 11 people about how they're Using lovable. And I had Chat GPT turn those transcripts into individual stories that I shared. So, like, I didn't write those individual stories. I wrote the intro, I wrote the conclusion. I made sure they sounded normal. And then my blog post that's coming out tomorrow actually is themes that are coming out from my podcast just now possible. And I had Claude do a lot of the writing on that. That was a little bit more heavy lifting. But for the most part, I still do all my writing. And what I rely on Claude for is while I'm writing, usually in Obsidian, with Claude open at a terminal right next to me, I'll be like, I'll realize I wrote something and wonder if it's true and be like, claude, I think this. Is there any evidence that this is true? And Claude will go off and research and I'll go back to writing. Or I'll write my intro and I'll be like, claude, I wrote my intro. Can you tell me how to make the hook stronger? And it will read my intro and tell me what it likes and doesn't like? Or I'll write a section and I'll be like, okay, Claude, review the section. What's good, what's not good. And then Claude's not just giving me generic feedback, right? Because I've written this style guide. It knows how I aspire to write. So then when it tells me what's good and what's not working, it's doing it based on my own goals that I've told it. Like, here's how I want you to critique my writing. And then my favorite is it just fixes my typos as I go. So then I can type really lazily and not care that I'm spelling everything wrong.
Claire Veaux
Yes, I have indulged in fancy nails lately. Other people who have watched this podcast have seen me type terribly with my fancy nails. And it has allowed me to enjoy fancy nails without having to fix my typos, which are very abundant these days. So I think that's great. Okay, so to recap all of your workflows, which I think is great, we went really deep on your to do list. I kind of agree. Everybody just has this particular way they want to manage themselves, and they want to manage their list is the perfect, perfect use case for building something yourself. So if anybody out there is looking for a personal project, highly recommend getting started with a customized to do list. Maybe here in quad code, like, you've done it. You showed us how you can do a daily automation and summarization of information that you find useful, which allows you to engage in broader market conversations that you wouldn't have the time or capacity to do in an in depth, in depth way. And that's driving, I'm sure, great things for your business as well as just making you a more informed leader and voice in the market. We've gotten really organized around your local context and memory system. You clearly love a structured file and a structured folder. So I have to acknowledge that that's amazing. And then while you rarely write LLM first you found that Claude code in particular Claude is a really great writing buddy to keep you sort of like on the rails, do research for you, give you feedback like make incremental fixes and fix typos and grammatical errors. Suggest that do you okay, so I'm going to go to lightning round questions because I do have to ask you have a few other things. Clearly love Claude code, but what else do you use anything else? What are some other daily drivers for you? Are you always in Dark mode Terminal?
Teresa Torres
I am often in Dark mode terminal. I do use VS code, so when I'm writing code I do still prefer to be in an IDE and have like colorful diffs. As far as other AI products, it's funny everybody asked me like what about Cursor? I actually have never used it. I know, it's amazing. I try like the way that I deal with the overwhelm of just the fire hose of information is I try to only seek out a new product when there's something wrong with what I'm using. So I uncover a gap. I'll be like okay, now I gotta go find to fill this gap. And a lot of this setup of Claude code with Obsidian or Claude code in VS code just works really well for me that I haven't tried a lot of other stuff. I would say the only other big AI product I'm using on a regular basis. I still occasionally use ChatGPT in the browser usually cause like I'll be doing something else in the browser and it's just easy to pop over to ChatGPT or I use descript for video editing and I it is one of the like I can't think of very many like non foundation lab AI products that I love. But I love descript.
Claire Veaux
Yeah, we use it to edit the podcast and what a delightful change in user experience from what you used to have to do to what you can do.
Teresa Torres
Editing video by editing a text transcript is just the most magical thing that exists.
Claire Veaux
Yes. And if you missed it, the founder of Descript did a early How I AI podcast, talking nothing about their AI product, but did talk about how he opened a website, which I think is open now. A East Bay. I think it's in Oakland or Berkeley. Board board game business using basically ChatGPT as. As a co founder. So don't miss that one.
Teresa Torres
I listened to that episode. I don't think I realized it was from the Descript guy.
Claire Veaux
It was. And I got the funniest text from a friend who said, this is the most Bay Area thing ever. Two guys that don't think that they can arrange a board game without putting AI in the middle.
Teresa Torres
Yes.
Claire Veaux
Okay, so my second question for you. We've already asked for the LinkedIn API. MCP. We're fine being advertised too. So any of you LinkedIn PMs out there? We are fine getting inline advertisements as long as we don't have to log in so we can read our content in the terminal. What else do you wish was out there to power your tool? Maybe it's not an AI tool, but maybe it's a data Source.
Teresa Torres
You know, LinkedIn is pretty high on the list. Like, I just. I hate AI generated content. I think this is why I still do my own writing, because reading other people's AI generated contents comments kind of breaks my soul a little bit. So I think LinkedIn is probably the big one. Although there's probably a hundred times a day where I'm like, why can't I just do this thing? But I don't know. I get pretty far with Claude. Claude can teach me how to do anything, which I really like.
Claire Veaux
LinkedIn, these are. These are two, two people who want to reach a business audience. Because I once. I've solidly told everybody, if you want to run a business like I run, I'm sure if you want to run a business like you run, you gotta live on LinkedIn. It's just a reality.
Teresa Torres
There's a second one, and I know this is getting better, but it's still not good. I really want text to image where, like, they can close the quotation mark on the quote in the image. Yeah, you know, like that's. That's the other one I really want. Yep.
Claire Veaux
Okay. Okay. Well, we'll make this Ask out there. Anybody working on those products, please. We will be beta testers for you. Okay? And then last and final question, and we will get you out of here. When AI, when your buddy Claude is just not listening, not doing what you want. Writing, terrible slope. What is your prompting technique? Are you all caps do you quit, kill Claude? What do you do?
Teresa Torres
I kind of kill Claude. I use clear excessively and I think that's what got me on this context file thing, is that I don't really want to rely on conversation history because when Claude gets stuck, I want Claude to go away and I want a clean slate and I want to start over, but I don't want to have to re explain all my context to Claude. So I've built a lot of tips and tricks to like constantly be keeping documentation about what we're doing while we're doing it so that when Claude doesn't listen, I can just be like, slash, clear. We're starting over.
Claire Veaux
I wish I could do that in my human conversations. Like, we have all the information we need. It is not getting us to an agreement. Let's just slash, clear, start.
Teresa Torres
We have round and round stop. Let's do it over.
Claire Veaux
All right. Well, Theresa, this has been great. Where can we find you and how can we be helpful to you?
Teresa Torres
Yeah, so I blog@producttalk.org lately I have been blogging a ton about Claude code. So if you found this stuff interesting, there's going to be much more coming. And then I recently started a podcast called Just Now Possible and it's more about I interview cross functional product teams about how they're putting AI into production, which is super fun. And so you can check that out as well@justnowpossible.com yeah, smash that subscribe button.
Claire Veaux
Check it out. Sounds awesome. Well, thank you so much for joining. How IAI AI. Let's get you back to pair everything with Claude code.
Teresa Torres
Yeah, it's the best.
Sponsor/Announcer
Thanks so much for watching.
Claire Veaux
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Guest: Teresa Torres | Host: Claire Vo
Date: January 19, 2026
In this hands-on episode, product discovery expert Teresa Torres (author of "Continuous Discovery Habits") walks host Claire Vo through her robust, personalized workflows using Claude Code—a generative AI tool—across non-technical and technical realms. Teresa details how she has replaced generic to-do software with her own AI-augmented task management, research aggregation, and writing feedback systems, all powered by Claude, Markdown, and Obsidian. Torres emphasizes practical tips for building “lazy” but powerful systems that supercharge productivity and contextual awareness for product managers and knowledge workers.
Gradual Shift from ChatGPT to Claude
Integration into VS Code and the Terminal
Principle of Pairing with AI
Why Build Your Own?
Slash Commands & Daily Routines
/today Claude Code shortcut to auto-assemble today’s tasks by scanning Markdown files in Obsidian folders.Markdown + Obsidian for Structure and Access
Auto-Tagging and Dynamic Views
Memorable Quote:
“I literally just typed like off the cuff notes to Claude… and because I work in Claude all day, every day, this task window is always open.”
(Teresa, 09:36)
Aspirations as an Academic; Staying on Top of Research
Automated Paper Collection, Summarization & Critique
Real Impact Example:
Potential Expansion to Other Sources
Memory through Context Libraries
Building and Iterating on Context Files
“Lazy Prompting” Through Smart Structure
Memorable Quote:
“I have a Obsidian vault that is literally just for Claude. …The more context I provide to Claude, the more Claude can do for me.”
(Teresa, 25:39)
Augmentation Over Automation
Transparent Use of AI for Some Content
Favorite AI Toolset:
Wish List / API Dreams:
Error/Reset Tactics:
/clear command to kill context and restart when Claude “gets stuck”—emphasizes the importance of short, evergreen context files for quick resets.Memorable Quote:
“When Claude gets stuck, I want Claude to go away and I want a clean slate and I want to start over, but I don’t want to have to re-explain all my context to Claude.”
(Teresa, 41:14)
Teresa's approach combines lightweight automation, deep context management, and AI augmentation to create a highly productive knowledge and workflow ecosystem, adaptable to any product manager or knowledge worker's unique needs. She blogs at producttalk.org and hosts the podcast Just Now Possible, highlighting cross-functional AI adoption stories.
For actionable takeaways, try building a personal task/knowledge system with Claude or your preferred LLM—start small, iterate, and let the AI do the heavy structuring!