From Research to Figma: How I Use Claude at Workiz
From Research to Figma: How I Use Claude at Workiz
From Research to Figma: How I Use Claude at Workiz
Workiz
2026
Product Designer
Designer
As a Product designer, I've wired Claude into every phase of my design process — not as a chatbot, but as an agent that can reach into your actual tools and do work.
Claude as Assistant
Claude as Assistant
Claude as Assistant
To save time, I ask Claude to pull my Jira tickets, search for certain files, or even run some Figma commands
Understanding legacy logic
Navigating multiple tabs
Underutilization of the CRM
Beta Testing Strategy
Copilot is currently in closed Beta with ambassadors.
We’re testing:
Which prompts users actually click
Whether they type or rely on suggestions
Repeated usage patterns
Trust in the results
Claude as Researcher
Asking Claude to summarize research and find relevant information, utilizing projects for unifying workflow
Claude as Coding Buddy
Creating flows and prototypes for the existing features in code
Claude as Storybook Component developer
Our main POC is for designers to create and publish components.
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A holistic view of all client interactions & history in one place
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Improve both operational efficiency and client relationships
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Higher user engagement with customer management features
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Improved user retention and satisfaction
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Higher user engagement with customer management features
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Improved user retention and satisfaction
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Increased lead conversion rates and job completion tracking
Results
Results
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Increased adoption of new features by 12%
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Improved customer satisfaction (based on reviews)
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Improved scannability (based on heatmaps)
Research
Research
Most copilots have predefined prompts and guide users through action.
Research
MARKET RESEARCH
Most copilots have predefined prompts and guide users through action.
Research
MARKET RESEARCH
Most copilots have predefined prompts and guide users through action.
MARKET RESEARCH
Research
MARKET RESEARCH
Most copilots have predefined prompts and guide users through action.
Research
Research
I start off my research by reading relevant user feedback on Canny (feature request platform for our customers) and watching sessions on Fullstory. These insights allow me to plan my user interviews to drill into the pain points.
I use Canny also to recruit our clients for user interviews checking their activity and profiles via Hubspot.
Canny feature requests
Fullstory & user interviews
MARKET RESEARCH
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