5 Ways to Make Claude Love Your PM Tool  | EP 101 episode artwork

EPISODE · May 25, 2026 · 30 MIN

5 Ways to Make Claude Love Your PM Tool | EP 101

from Automate Your Agency · host Alane Boyd & Micah Johnson

Free Resources & Next StepsFree Claude Cowork Webinar | 8/19:  https://bit.ly/ClaudeCoworkWebinar_819 Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshopGet our free daily AI News Brief: https://bit.ly/BiggestGoalCommunityAbout the Episode:Your project management tool is capable of so much more than task tracking, but most teams are using only 10% of its potential. Alane Boyd and Micah Johnson break down the harsh reality of why that remaining 90% is limiting your team, workflows, and AI automation efforts. If you've ever felt like your PM tool is just a fancy to-do list that doesn't really streamline anything, this conversation will change your perspective. The hosts get real about the five foundational elements that separate teams who struggle with scattered workflows from those who've built AI-powered automation hubs.In this episode, you'll learn:Why standardization comes before automation and the chaos that happens when you skip this stepHow to template everything without losing your mind or creativityThe tough love truth about where ALL work must live (hint: not in Slack)Why collaboration belongs in your PM tool, not scattered across platformsThe training approach that actually gets teams using features consistentlyReal examples of how AI agents like Perry and Cleo leverage these foundationsIf you're ready to transform your project management tool from a glorified to-do list into the command center for seamless workflows and AI automation, this episode shows you exactly how to build those foundations.If this episode hits home, we have free PM basics courses for ClickUp, Asana, and monday.com at biggestgoal.ai. Share them with your team. They'll thank you.Upcoming Education Sessions:Free Claude Cowork MasterclassTools/Platforms MentionedProject Management Tools: ClickUp, Asana, and monday.comSlackMicrosoft TeamsClaude Coworkn8nPerry (Podcast Agent)Cleo (Client Onboarding Agent)Learn More about our AI Leadership WorkshopWinning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.Book a call to customize your workshop today!This episode is brought to you by Biggest Goal, the company Alane Boyd and Micah Johnson co-founded.Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.For more info about our programs, join our free community at your.biggestgoal.ai.Thank you for supporting the podcast!

Episode metadata supplied by the publisher feed · Published May 25, 2026

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Free Resources & Next Steps Free Claude Cowork Webinar | 8/19: https://bit.ly/ClaudeCoworkWebinar_819 Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshopGet our free daily AI News Brief: https://bit.ly/BiggestGoalCommunityAbout the Episode: Your project management tool is capable of so much more tha...

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5 Ways to Make Claude Love Your PM Tool | EP 101

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This episode was published on May 25, 2026.

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