Two summits, one day, one consultant
Lona is a consultant helping a client run a dual summit on the same day: a longevity summit in the morning and a faith-based summit in the evening. The bulk of the work is building the presentations for the speakers and the MCs, so that everyone on stage knows the flow of the day.
Lona had just signed up for Claude to help with those decks, and was impressed with the result.
I was completely impressed with what Claude was able to pull together based off of the information that I gave it. Lona, on the presentation decks
But decks are only half of an event. The other half is making sure everything is, as Lona put it, together and checked off, and that the client can see the plan, spot what's missing and add to it. And because the engagement is monthly, the same kind of plan will be needed again for the next project.
Step 1: connect Claude to xTiles
Open your profile in xTiles, go to AI integrations and choose Claude. You'll be taken to Claude to approve the connection, and that's it. Here's the three-click version of the setup.
Lona already had ChatGPT connected and added Claude on our call. Both can be connected at the same time, so you can use whichever one holds the context for a given job.
Oh, this would make it so much easier. Lona, while connecting Claude
Step 2: describe the event in one prompt
In the same Claude chat where the event material already lives, ask for a project plan and say that it should be created in xTiles. Lona's test prompt was one sentence: a project plan for both summits on the day, including the current presentations, in xTiles.
Create a project plan in xTiles for our two summits on October 18: the morning session and the evening session. Include the schedule for each, the speakers and their presentations, and a checklist of everything that has to be ready before the day. Example prompt
Claude asks for permission to use xTiles the first time, then builds the project and gives you a link to it. Lona's plan came back with the morning and evening sessions laid out separately, along with practical details for the day.
Naming xTiles in the prompt tells Claude to create the plan there instead of only answering in the chat. If the event brief or the agenda is already written out in the conversation, Claude uses it for the plan.
Step 3: adjust it and share it
The plan is an ordinary xTiles project, so everything in it can be moved and edited. Tiles work like sticky notes: drag them where you want them, and change their colors to match the event or the client's brand.
Then share the project with the client team. They see the whole plan in one place, can check that nothing is missing and add their own items, which is exactly what Lona wanted the client to be able to do.
Reuse it for the next event
For recurring work, the plan you refined becomes the starting point. Save it as a template, or ask Claude to create the next event's plan in the same structure. If you'd rather start from a ready-made layout, the template gallery has event templates too; here's how an events team runs plans, tasks and budgets in one project.