Before the Mindvalley AI Mastery Programme, I was good at my job. Experienced. Knowledgeable. A 40-something investment professional with years of portfolio analysis, client reporting, and market research behind me. And I was actively trying to stay ahead, taking prompting courses, getting good at them, speeding up some routine tasks. It was useful. But it wasn't changing anything fundamental.
A significant part of what I do involves synthesising large amounts of information and turning it into outputs: reports, presentations, summaries, slides and memos for internal teams and clients. I could see that this type of work was becoming vulnerable.
I'd tried learning to code. Python. It wasn't for me, not because I'm not logical, but because writing syntax is nothing like how I actually think. What I eventually understood is that AI rewards something I'd already spent years developing: the ability to explain complex thinking clearly and precisely in plain language. The better you articulate what you need and why, the better everything that comes back to you. That I could do.
When I joined the programme, I made a deliberate decision. There was a lot on offer, and I could have scattered my energy across all of it. Instead I chose to focus on one thing: building a single workflow that would genuinely change how I do my job, and seeing it through properly rather than dabbling and moving on. That decision turned out to be the right one.
The foundation I built was an Airtable knowledge system that holds everything relevant to my work: every fund I cover, every performance update, every meeting note, every market intelligence piece, all of it tagged, linked and queryable. Funds connect to firms, to portfolio solutions, to performance history, to output templates. Market intelligence flows in and gets tagged to relevant products automatically. Due diligence reports, one-pagers, investment proposals all live in one place, evolving over time as my coverage evolves.
Then I connected that system to Claude via MCP integration, and that is where things shifted. I no longer sit down and prompt in the way I used to. I instruct. I tell Claude to go into my Airtable, find the relevant information, and start building what I need. It goes and gets it.
And then the final piece was Claude Skills, which allowed me to bring our own brand templates directly into Claude. So now Claude doesn't just retrieve information and draft text. It produces finished, formatted presentations and Word documents inside our own design guidelines, with our own structure and our own look, without me going to Gamma or Canva or any external tool that generates something generic and then requires hours of reformatting. The entire workflow lives inside Claude, inside my templates, inside my process.
The work that used to take me days, consolidating information, drafting commentaries, building comparison documents, now takes a couple of hours. I'm not doing less thinking. I'm doing more of it, because the system handles the assembly and I can focus entirely on the judgement and the expertise that no tool can replace.
I came into this programme asking whether I could stay relevant. I'm leaving it proud of what I've built and asking a completely different question: how far can I take this?
