Introduction

Who here is using Cloud Code for code? Cool.

Who here is using Cloud Code not for code? There we go, brilliant.

What Is Claude Code?

So, Claude Code is a tool that is based on, or is back-ended by Claude, which is what I was just showing you, which is one of the big AI models. And Claude Code is a command line interface, so if you're not technical, this might freak you the hell out, and that's fine. But Claude Code is a command line interface that developers use to write code.

And there's lots of, like, We can have an existential debate about developers and their future and so on if you want over pizza.

But basically, there is this really powerful tool that massively upskills developers if they use it in the right way. But it's a command line thing.

How It Works for Developers

And basically, it's kind of like a chat bot, but it makes changes to your code files. And it is contextually aware of your project and all kinds of stuff. And that's really, really powerful for developers.

From Code Tool to Personal CRM Idea

But what I realized was that all it's really doing is it's operating on a bunch of files that are on my computer. And if it's operating on a bunch of code files and it's using Claude behind the scenes, I was using an optimized version of Claude for code, but it's still using Claude, then I might be able to build something really, really interesting with it.

So that's what I did.

Building a Personal CRM with Claude Code

1I basically built a personal CRM using Claude Code and the command line so that I can get this really, really powerful thing working.

It has a bigger context window than Claude does. It has a huge amount of context because I give it a bunch of context and a bunch of information. And it's really, really powerful.

So I'll show you now what that looks like.

Project Structure and Components

It is a bunch of projects. in here. Within those projects it has documents, it has correspondence, and it has instructions and different things, right?

And basically what I do is I've used Cloud Code to build this and it has a bunch of scripts going on as well, but basically tell me all of the projects that are in So, then it'll tell me what all of the projects are.

Let me make that a little bit bigger. And it takes a little bit of time, but here are all the, these are all like test projects basically, but these are all the projects that I have in here.

Tell me all of the commercial documents that I have, all the commercial proposals that I've built.

Automated Meeting Transcripts and Linking

So basically, I give it all of the transcripts from the calls that I go on because I built a little script that automatically syncs all of the transcripts from all the calls that I've been on. Well, I got Claude to build that for me. So it has all of the meeting notes.

And then, so if I go into data and then meetings, these are all the meetings that I've had this year. These are all the meetings that I've had this month.

And then it has like all of the transcript within all of those meetings. And so whenever it automatically syncs this information up, then it will look in the meeting.

It will figure out what project that meeting is related to. It will link that project to that meeting so that whenever I'm going operating on that project, I can just say, I want to operate on that project.

From Meetings to Proposals

Can we build a proposal for this? It will then go and look at all the meetings, figure out all the things that I talked about, figure out what the customer wants. I'll work with it a little bit, and then we'll build a proposal from that.

So here's a proposal that we have. And so I can look at that proposal, which is probably in, I don't even know where it's going to be. Oh yeah, it'll be in here and then in here.

But I never really go in here and look at this, right? But I built this proposal with it, which is cool.

And so we want to send this over to a customer.

Automated PDF Generation and Branding

So what I'll then say is, can you take that proposal and make it into a PDF and use the Rational Partners template as the output? And so because I knew that I wanted to take proposals and make them into PDFs, I asked Cloud Code to build a system that would allow me to make PDFs out of the files that I have. And so now it knows how to do that.

So now it's going to go and do that. And then it pops a proposal up here for me, which is with our branding, And then there's a whole proposal.

There's a little confidential thing at the bottom. It's super cool.

Impact: Faster Proposals

But that means that I can do proposals like this, based off of the meetings that I have, in zero time, basically. based off of 24 hours notice.

So that's what I had to show you.

Reflections on Workflow and Effort

And I could build a bunch of other things in this. And just to be clear, I didn't write any of the code that's in this. I just told it what I wanted it to do and helped it to figure out how to do that.

And so pretty powerful, I think.

Yes, question?

Q&A: Data Types and Databases

All this data is purely text, right? So all of that, what I showed you is purely text, but it has PDFs in there. It has Excel documents in there.

What about the conditions where we have databases and stuff like that? Databases are a little bit more complicated.

If I get random things, then I just put them in there and it all just works.

So depending on where the database is and the format that it's in and so on, you may want to convert it into a format that's easier for this to deal with, like CSV or an Excel or something like that.

Connecting to Databases via MCP

Or you can also use MCP, which is to tie back to what I was talking about before. You can use MCP in cloud code to connect to databases, to connect to other things. So you can also do that as well.

Transcription Privacy Options

Whisper is streaming to the cloud, but there is versions that are not streaming to the cloud.

Yeah. Yeah.

Toby. Toby.

Q&A: Choosing Between Claude and Claude Code

Yeah, so the question for everybody is how do I make the decision between doing things in normal Claude versus Claude Code?

So the thing I did in normal Claude was because I wanted to give it to the commercial director. This is only running for me and it's harder to share this, basically, and so stuff that I only really care about running myself, I'll do in this. and things that are like meeting related and so on.

And then if I want to build out a system, then I will build out a system either in Claude itself or I may. So, if I want to build out a system, I'll build out a system, basically.

I know Shane, by the way, that's why I can be flipping with him.

Sharing Tools with Non-Technical Teams

Interesting question, though, because, so I have this PDF-er thing here, which I built maybe three weeks ago or something, and then I showed it to my commercial director, and he was like, oh, I want that. And so, I didn't really want to give him this, and this is like, a bit too much for him, and it's a little bit too complicated, and so on.

Example: Building a Simple PDF App

So we have an internal platform, and I use coding agents to build that internal platform. So last night, I built him a PDFer. So it takes a Google Doc as a thing, and then it PDFs that Google Doc, essentially. But I didn't write any of the code to do that. I just got a coding agent to do it, and it did it for me in like 30 minutes or so.

Yes?

Q&A: Agent Selection and Interfaces

You said that we need to decide if we will use cloud code or cloud engine. But my question is, why don't you use agent selector in the middle that depends on the task key selected itself? What is the best approach? What is the best AI for the job?

Because the questions about like, so Claude is the interface, like, so Claude is the web interface. And so there isn't really a selector to like, to go into there.

I need to think about how I want my commercial director to interact with it. And do I want him to use the command line? Do I want him to use a cloud interface? Do I want him to use our internal interface?

UI First, Then Model Selection

That's the decision point. Yes, you can do model selecting, which is what you're talking about, I think, which is do we use the cloud model or do we use the OpenAI model or the Gemini model, maybe? But we're talking about the UI interface to use to begin with.

I guess you kind of say that this is doing that, because this does a bunch of things behind the scenes to decide whether to use one model or the other. But that's way more complexity than I care about for solving this particular problem.

Speed of Prototyping

This was, I literally did this in about an hour because I was like, oh, this would be super helpful. So I just had Claude do it for me in like an hour.

Lou.

Q&A: Privacy and Enterprise Accounts

Not really, no, because we use the enterprise accounts. So anything that we're doing is using the privacy-enabled enterprise accounts.

And it kind of ties back to another question that we had before about, do these things work on the free account? Well, on the free account, you're not the customer. You're the product at that point.

all of the models will be using your data to train and you won't be able to stop them from doing that if you pay them you can ask them to stop doing that and therefore you get like a much better privacy like position all of our stuff runs through our corporate enterprise accounts which are paid for and you can then tick some boxes to make sure that we're not trained they're not training data on uh on what we're like, our internal stuff, basically.

So I'm not particularly worried about that. If you do use the free versions, then you should be worried about it.

Q&A: Interfaces and Usability

Yeah, actually, like, I'm looking at this and I'm not fully grasping what I'm looking at. Is this, like, sort of the UI that you chose, like, to have a code plan, or is this directly on the cloud code? Is it, like...

So Cloud Code is this UI. So you don't get to choose that with Cloud Code. But you can ask it to do a bunch of things.

And then you can use something like Obsidian, which is basically like a markdown viewer, to view the whole project. And so you can then go in and see different bits of the project. And so you can use this as your UI if you want to.

I usually choose not to because I don't want to go in, find the project, I just want to say, go and look at that project, tell me what it is that I talked about last week, let's build a proposal, look at this proposal as the basis for that proposal. I want to talk to it like that and so I use this interface.

Could You Build a Custom UI?

Yeah, you could just ask it to make an interface for sure. It's, I think, probably overkill for me, but you could definitely do it. Yeah, I mean, its job, its normal job is to write code and to build interfaces, so you can definitely ask it to do it.

Yeah, it's pretty, it's, yeah, if you're not used to it, I'm hitting you with a lot of stuff real fast, so apologies. Any other questions?

Q&A: Other Coding Agents and Editors

Have you tried, you know, per circle, some of these other tools, but what makes plot code specifically better for this? Yes, yes, good question. So the question is, have we used Cursor and Bolt and Lovable and other things?

So I've used all of them, and I still use some of them. So I mean, look, I can show you Cursor running right now with some code that I was working on earlier today. So I still use Cursor.

I use Cloud Code. I don't use Codex that much. But there's different reasons for using different ones.

Using the Right Tool for the Context

And so I use them all for different contexts, which is a way bigger talk to get into. And I can tell you more over pizza. But there's places for all of them.

Any other questions?

One More Tool: Recall for Automatic Transcription

I can show you one more cool thing that just came out two days ago. Basically, there's an AI tool called Recall, and they released a desktop SDK, which for people that don't know is a tech thing.

But basically, I now have an app that This is their default app. But this will record Google Meet calls that I'm on or Zoom calls or whatever in the background and transcribe them automatically for me.

So I'm going to use this to hook into some of our internal systems and automatically get transcriptions and stuff. So that's pretty cool as well.

Rapid Prototyping with Coding Agents

And that was built by Cloud Code and Cursor in about an hour without me touching it.

Conclusion

Thanks, everyone.