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M0-S1: Build Your First AI Workflow

~5 min read • 1,285 words Quiz

M0-S1: Build Your First AI Workflow

Type: BUILD | Duration: 45 min | Prerequisites: None
Tools: Claude (Web UI, claude.ai) — free account required
📱 Mobile note: Claude's mobile interface puts Projects behind the ☰ (hamburger) menu, and the upload button may be labeled differently. For the best experience, do this session on desktop — the 5-minute setup is worth the context switch. If you must be on mobile, look for Projects under the menu icon and the "Add content" button near your project name.


You became a PM to figure out what to build. Instead, you spend your Fridays formatting status updates. Here's what happens when that changes.

In this session, you're going to do something that sounds impossible: generate a complete weekly review draft — in your voice, in your format, using your actual work data — in under 15 minutes. Not watch someone else do it. YOU do it. Right now.

The PMs who've done this before you describe the same feeling: "Wait, this actually worked. The thing that took me 2 hours on Friday afternoon just happened in 12 seconds."

Let's make it happen.


If you already have a Claude account at claude.ai, skip to Step 2. If not:

  1. Go to claude.ai and click Sign Up
  2. Use your Google account or email — either works
  3. You don't need to pay. The free tier covers everything in this course
  4. Once logged in, you'll see a chat interface. Don't start chatting yet — we're building something better

💡 Already a ChatGPT power user? Everything in this session works with ChatGPT too. Create a custom GPT with your voice document, or paste your doc + the prompt into a chat. We standardize on Claude for the course because Projects persist context across sessions without requiring a paid plan. If you're deep in ChatGPT already, adapt freely — the technique matters more than the tool.


A Claude Project is like a folder that remembers everything you put in it. Unlike a regular chat (where Claude forgets everything when you close the tab), a Project stores your documents, your templates, and your instructions permanently.

  1. In the Claude sidebar, click Projects (it might say "Create Project")
  2. Name it: "My Weekly Reviews"
  3. Click Create

You now have a Project. It's empty. We're going to fill it with the one thing Claude needs to sound like you.


Claude is a fast writer. But it doesn't know what YOU sound like — your sentence rhythms, your level of detail, the way you structure a status update. We're about to fix that.

Find your last weekly review, status update, or team email. Anything you wrote yourself that represents your work communication style. It could be:

  • Last week's team email ("Here's what we shipped...")
  • A Slack standup post you wrote
  • A project status update you shared with your VP
  • A section of a PRD you're proud of

Now upload it:

  1. Inside your "My Weekly Reviews" Project, look for the paperclip icon or "Add content" button
  2. Upload your document (PDF, Word doc, or paste text into a new file)
  3. Claude now has a reference for your voice, format, and structure

This is the most important step. Without it, Claude writes like a generic AI. With it, Claude writes like you.


Now the moment. Copy this prompt exactly, then replace the bullet points with YOUR actual 5 things from last week:

code
Using the reference document I uploaded (my previous weekly review) as a guide for tone, format, and structure, generate this week's review based on these 5 things:

1. [What shipped or moved forward]
2. [What's blocked or at risk]
3. [What you learned or discovered]
4. [What's coming next week]
5. [Anything else the team should know]

Match the level of detail, section structure, and writing style of my previous review. Do not add information I didn't provide. Do not use generic business phrases like "leveraged synergies" or "drove alignment." Write like a product manager updating their team.

Paste this into the chat in your "My Weekly Reviews" Project and press Enter.

Wait 5-10 seconds.

Read what comes back.


You're now looking at a weekly review draft. Here's what to check:

The Good (what Claude probably got right):

  • Structure — it matched your section headers and format
  • Completeness — all 5 bullet points are covered
  • Flow — it reads like a coherent update, not a list

What to Edit (what Claude probably needs your help with):

  • Facts: Did it get any dates, names, or numbers wrong? Fix them.
  • Tone: Does any sentence feel "off" — too formal, too vague, too cheerful? Rewrite it.
  • Judgment: Did it frame a setback appropriately? Did it overstate a win? Adjust the framing.
  • AI-voice patterns: Watch for words like "delve," "unlock," "elevate," "leverage," "robust." Replace with plain English: "investigated," "improved," "planned," "used," "solid."

The 3-Minute Edit Rule: If you can make it send-able in 3 minutes, ship it. If the AI got something fundamentally wrong (wrong project, wrong team, wrong data), regenerate with more specific bullets. Don't spend 15 minutes editing — the AI is a first-draft machine. You're the editor.


You just created a Claude Project that knows your voice. Next week, you'll do this again in 5 minutes:

  1. Open your "My Weekly Reviews" Project
  2. Paste this week's 5 bullet points
  3. Click Enter
  4. Review for 3 minutes
  5. Send

Every week from now on, your Friday afternoon review takes 10 minutes instead of 2 hours.

That's 1 hour and 50 minutes back. Every week. For the rest of your career.


In the next session, we'll explain WHY this worked — the mental models that turn AI from a generic chatbot into your personal documentation engine. But first, take a moment. You just automated your first recurring PM task. The thing you used to dread on Fridays is now a 10-minute review cycle.

Welcome to AI-first product management.


Primary watch: Claude for PMs (Cowork + Code + Dispatch) by Aakash Gupta (growproduct)
Link:

https://www.youtube.com/watch?v=bITUsUsrxjM

Duration: ~60 minutes
What it teaches: The definitive Claude course for PMs — Projects, persistent context, Cowork, and workflow patterns built specifically for product managers. Aakash Gupta is one of the top PM thought leaders in AI.
Best use: Watch after this session to see how a senior PM structures their Claude workflow. The Projects section directly reinforces what you built.

Quick reference (7 min): Claude Projects Step-by-Step by Kevin Stratvert
Link:

https://www.youtube.com/watch?v=w7_yWjYyxjE

What it teaches: Pure Claude Projects focus — create, add instructions, upload files, organize. Gold standard for accessible tech tutorials.
Best use: Quick refresher before next Monday's weekly review.

Official source (8 min): Getting Started with Projects in Claude.ai by Anthropic
Link:

https://www.youtube.com/watch?v=GJ5jTgcbRHA

What it teaches: The official walkthrough — 778K views, 7 minutes, the definitive source on Projects and persistent context.

What our context layer adds to all of these: The videos teach Claude generally. We add: the specific "voice upload" technique (feeding your own documents as context), the PM-specific prompt template, and the 3-minute edit rule. Watch any of these after this session — but do the build first.