The AI-Assisted PM Kit

Most people connect AI to Jira in a day, then spend months fighting it. It guesses at status. It overwrites data. It closes tasks that aren't done. You end up double-checking everything, which defeats the point.

This kit is the discipline layer that fixes that - built and refined through daily use tracking dozens of concurrent projects.

What's inside:

The Playbook - the full system: how to structure workstreams and tasks, the eight rules that keep your data trustworthy, and how it scales past 20+ concurrent projects.

The Claude Project Setup - the complete instruction block to paste into your Claude Project, so Claude checks your live tracker before acting, proposes before executing, and never silently overwrites your records. Includes three workflow prompts for daily updates, pre-meeting agenda prep, and post-meeting logging.

The Quick-Start Checklist - from zero to a working setup in about 30 minutes.

Plus the Upgrade Loop: one prompt you run at the end of each long working session that folds everything you and Claude learned back into your instructions. The kit ships good. Yours gets better every week.

Works with Jira, monday.com, Asana, and similar tools. Requires a Claude plan with connectors.