The AI Workflows Behind Every's Consulting Team

Overview

This episode explores how Natalia Quintero, head of consulting at Every, leverages AI tools like Codex to transform workflows for executives and teams. From managing internal AI agents to building custom apps for personal and professional use, Natalia shares her journey from non-technical to AI-powered builder. The discussion also highlights the balance between using AI and traditional SaaS tools, and the evolving nature of knowledge work.

Notable Quotes

- Knowledge work now is turning into something like gardening, where you're creating the conditions for growth but not making the plant with your hands. – Dan Shipper, on the shift in how work is done with AI.

- My email knows what's going on more than I do. – Natalia Quintero, on her AI-powered email triage system.

- In the era of AI, you can build anything. The question is, should you build and maintain whatever you actually build? – Natalia Quintero, on the trade-offs of custom AI solutions versus SaaS tools.

🌱 Managing AI Agents in the Workplace

- Claudia, Every's internal AI agent, handles tasks like managing dashboards, sending sales proposals, and maintaining CRMs.

- Despite Claudia's capabilities, Natalia emphasizes the need for human oversight to ensure quality and interpret data insights.

- AI excels at executing standard operating procedures but struggles with tasks requiring taste, judgment, and nuanced decision-making.

🛠️ Balancing AI and SaaS Tools

- Natalia initially vibe-coded a CRM using Claudia and Google Sheets but later transitioned to Attio, a professional CRM tool.

- She highlights the importance of leveraging specialized SaaS tools for scalability and reducing maintenance burdens.

- The decision to use SaaS tools like Attio and Asana reflects a pragmatic approach: focus on core competencies and let experts handle the rest.

🚀 Codex as a Game-Changer for Non-Technical Builders

- Codex has empowered Natalia to build complex workflows and apps without a technical background, including:

- Automating CRM setup overnight by processing hundreds of client interactions.

- Creating a personalized email triage system that drafts responses, delegates tasks, and integrates with Asana.

- Codex's intuitive interface and powerful models reduce the mental load of managing file systems and coding logic.

🏠 Personal Applications of AI

- Natalia built a custom app to coordinate her father's medical care, integrating updates from nurses, WhatsApp threads, and family responsibilities into a centralized portal.

- The app improves communication and ensures continuity of care, showcasing AI's potential to simplify complex personal tasks.

- She envisions AI as a transformative tool for reducing the administrative burden, particularly for women managing household and caregiving responsibilities.

🎨 AI for Learning and Creativity

- Natalia uses Codex to create personalized learning guides and visual explainers, such as a cartoon-based history of physical education.

- AI helps her optimize experiences, like curating a music festival itinerary based on her Spotify preferences.

- These tools enable rich, interactive learning and enhance how she navigates both professional and personal interests.