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Future Product Days Workshop: 3 AI Tools for PMs and Leaders

Workshop exercises, worksheets, tasks, instructions, prompts, and freebies!

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3 AI Tools Workshop — www.HireClarity.ai/Future

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Hands-on

Interactive Workshop Exercises

Worksheet A:

Fathom

AI Tools Hands-On Exercise: Worksheet A

Explore a Fathom Recording Set Up Your Own Fathom

Fathom is an AI notetaking tool that records meetings with permission and transcribes them. Settings change, so follow them as best you can. Please feel free to request additional support to explore this exercise. Objective: Hands-on experience with an AI meeting tool. Estimated 10–20 minutes.

Fathom meeting recording interface showing the MPI Education Event with summary, transcript, and action items — Fathom recording interface: summary, transcript, and action items

Task 1: Explore a Fathom Recording

1.
Congrats! You're in the right section of the page!
2.
Click “Meeting Recording.” This is a pre-recorded meeting we are using with permission.Meeting Recording
3.
Mute your speakers to not bother others. The video might autoplay!
4.
Hover over the video timeline (the long gray bar under the video) and watch parts of the meeting recording back. Note that you can see the video, hear the audio, and view the transcript.
5.
Click “Transcript” to see the full transcript. Notice that you can “Copy Transcript.”
6.
Search in the transcript for “paper” and see what was discussed.
7.
Notice that there’s an action item about confirming speaker payment after the paper section.
8.
Review action items on the right-hand side.
9.
Click the top-right button “Copy the follow-up email” and paste it into your email to see what it says.

Task 2: Make Your Own Fathom Account (Optional, Free)

1.
You're in the right section, congrats!
2.
Click “Set Up Your Own Fathom.” Fathom has committed to always having a free tier, with great features on the paid tiers.

Create Your Own Fathom Account

Task 3: Reflect

1.Your Work: Think about a recent meeting with tons of details for product and project work. Could Fathom have helped you be more present? How could it have been helpful with details?
2.Time: How much time do you estimate you work on meeting notes and follow-ups per week? Would using a tool like Fathom reduce that time? What would you do with the time saved?
3.Issues: What are issues with using AI notetakers? Is the risk worth the benefit if used correctly?
4.Followups: Fathom generates follow-up emails and action items. Would this be helpful for you?
5.Usage: Do you think this tool could be helpful at work? Why or why not?

Worksheet B:

Claude

AI Tools Hands-On Exercise: Worksheet B

Claude Website

Claude is a large language model tool that we prefer over ChatGPT. Settings change regularly, so follow them as best you can. Please feel free to request additional support to explore this exercise. Objective: Experience with a LLM tool. Estimated 10–30 minutes.

Claude AI chat interface showing the welcome screen with prompt input and model selector — Claude interface: welcome screen, chat input, and model selector

Task 1: Setup

1.
Go to the website: Claude.aiClaude Website
2.
Sign in or create an account. Authenticate via email; check spam if you don’t see the email.
3.
Setup Account: If you’re a new user, create a personal and free account.

Task 2: Get Followup Action Items from Fathom Recording

1.
In Claude, click the “+” on the bottom left hand of the search bar, click “New chat.”
2.
Click on the model like “Sonnet 5” and select a model of your choice.
3.
First, type or copy the prompt into Claude.
COPY PROMPT INTO CLAUDE
Imagine you’re an executive assistant. Review this meeting, document all the action items, who they are assigned to, and a due date, ask follow-up questions and ask the user about where the action items need to go, like a project management tool.
4.
Next, let’s copy the transcript from the Fathom recording into Claude. Type the URL www.HireClarity.ai/Future, scroll down to the “Fathom” section. Click “Meeting Recording.” Under the video, click “Transcript” and then the button to the right “Copy Transcript.”Meeting Recording
5.
In the prompt, you’ve asked Claude to ask you some follow-up questions. Answer Claude’s questions in 1-2 sentences to keep the conversation going. It can help as a thought partner as you process decision-making.
6.
Ask Claude a follow-up question, feel free to use “which is the most important action item?”
7.
Ask Claude to make you a Gantt chart. Type “Make me a Gantt chart of these action items.”
8.
Tell Claude about your workflows. Prompt: “I’d like to automate common tasks I do. Can you tell me more about Claude Projects for product management and leadership work?”

Task 3: Reflection and Usage

1.Your Work: What other professional tasks and projects could Claude help you with?
2.Prompts: Using a large language model today requires good prompt engineering. Have you upskilled in prompt engineering? How can you make stronger prompts to get better outputs?
3.Human in the Loop: Humans need to check work if their names are on it. This is called “human-in-the-loop.” When would you need to carefully verify work?
4.Thought Partner: Do you think leveraging Claude as a thought partner could be helpful?
5.Claude: Are tools like Claude permitted in your workplace? How do you choose tools?

Worksheet C:

Perplexity

Perplexity: AI Tools Hands-On Exercise: Worksheet C

Perplexity Website

Perplexity is an AI-powered search engine that combines traditional web search with conversational AI. Settings change regularly, so follow them as best you can. Please feel free to request additional support to explore this exercise. Objective: Experience with an AI-powered search engine. Perplexity synthesizes multiple sources not just from one source. Estimated 10–30 minutes.

Perplexity search interface showing the search bar and Model selector — Perplexity interface: search bar and model selector

Task 1: Imagine You’re Conducting Research about Product Pricing

1.
Go to https://perplexity.ai, or sign in if you have an account.
2.
Type into the search bar and use a prompt like the one below. Feel free to customize this prompt to match your work. Hit enter or submit.
PRICING QUESTION
What is impacting product pricing for software in ________________ sector?
Replace the blank with your sector before pasting.
3.
Review the results. Notice that Perplexity provides source links in-line and follow-up content and questions at the bottom of the answer.
4.
Hover over citations and toggle through each one to see which ones are sources you know.
5.
Click on one of the source citations to verify the information to see if the source is reputable.
6.
Ask a follow-up question, option: "Which are my competitors in the _______ product space?"
PROMPT TO COPY INTO PERPLEXITY
Which are my competitors in the _______ product space?
Replace the blank with your product space before pasting.
7.
Try another: "What AI training can be helpful to improve productivity for product leaders?"
AI TRAINING FOR PMS
What AI training can be helpful to improve productivity for product leaders?
8.
Follow one of the links to learn more about product leadership and AI training, or whatever else you’d like to search as a professional. Are these reputable sources for these citations?
9.
Ask Perplexity other questions that are applicable to you and your work, such as: "What are key skills for product leaders to improve on in 2027 and beyond?" or "What projections and trends do you see for product leaders in 2027 and beyond?"
KEY SKILLS
What are key skills for product leaders to improve on in 2027 and beyond?
PROJECTIONS AND TRENDS
What projections and trends do you see for product leaders in 2027 and beyond?

Note: Perplexity may ask you to upgrade after searches. You can dismiss this and continue on the free tier.

Task 2: Reflection and Usage

1.Your Work: Name two other research tasks and which sources you use. How might Perplexity give different answers from your usual sources?
2.Source Credibility: What did you think about having citations for each part of the output? How do you feel about trusting AI-generated summaries?
3.Research: Where do research tools play a part in your job, if at all?
4.Competitive Usage: Your clients and competitors may already be using tools like Perplexity to research pricing, vendors, and trends. How does that change how you think about your current practices?
5.AI at Work: How could this AI tool be helpful in your workflows? How would it interact with other tools you use today?

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