Serious AI with Chris Duff
October 9, 2026
At MGMA 2026 in San Antonio, the annual conference of the Medical Group Management Association, I ran Claude Code against my live Notion meeting transcripts so it could suggest what to ask every 10 minutes. This episode is a screen-share of that setup: what I prepared before the trip, what Claude logged across 18 sessions, what broke, and what I would change before the next conference. I'm an AI builder with a medical background, and I walked in knowing nobody in practice management.
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(Podcast transcript below)
Every 10 minutes at the MGMA Healthcare Conference, my MacBook told me what to ask. So welcome to Serious AI with Chris Duff where we focus on enterprise AI implementation. So this week as I teased over the last couple weeks here, I wanted to go over a full demo and explanation of my process on how I modernize the conference attendance routine so that you know, I could maximize the capabilities of the tools we have at our disposal now through some really in my opinion, creative utilization of Claude Code to maximize every single minute, every single session that I attended at this particular conference.
There's almost 2000 people there. So it's hard to say if anyone else was doing something similarly, I'm almost certain I wasn't the only one recording, but whether they had a setup like this I think is unlikely here. So, you know, feel free to take this or utilize pieces of it for any of your upcoming events as well here too. So you see that I have the Claude Code window open here and just as a quick refresher. So, you know, over the last couple of weeks I had mentioned, hey, for Serious AI we want healthcare to be the primary vertical. And it turns out that this MGMA annual conference, which really serves medical groups all across the US and potentially great clients or potential clients or various allies that might be able to get to know or potentially even work with.
That was my whole goal. So I'm like, yeah, this thing's in San Antonio. Me being up here in Austin, let me just get, get a ticket a few days before this conference starts in and let's let's get after it here. And so just to rehash a bit on what we did there you know, I, I, it was a, you know, hundreds of different sessions that were conducted over the roughly four days that the conference was in session with two really primary days. And so I worked with Claude even before going to the conference to like, okay, which ones of these sessions are going to be the best possible ones for our particular offering?
Where can we learn the most? Where might we be able to contribute the most as well too if we kind of shore up on some of these particular areas and maybe some interesting folks that might be the most quote unquote useful as far as networking and contact perspective, which is just part and parcel for these large conferences. You like to build some relationships along the way, but inevitably everybody's gonna have some type of transactional modality or MOs going on in the background here, so just have to be noting that regardless. And I should just note, since I am sharing my screen doing this, if you're listening to the podcast version of it, make sure you check out the video side if you wanna see how I'm handling this.
I'll try to walk you through regardless, but obviously the visual medium's gonna be most helpful as we go through this. And so as I was able to sort out all the various sessions that would be the best targets based on the goals of the conference. And I think we settled out at around like 18-ish different sessions over the two and a half days that I attended starting on a Sunday through a Tuesday. I And, you know, 18 sessions over two and a half days, like my, my calendar was absolutely jam packed and, you know, healthcare being what it is to, you know, a lot of early risers here.
So some of these sessions are starting like seven in the morning all the way through roughly 4 PM et cetera. So you can, you know, do the math here. If most of these are anywhere from 30 to 90 minutes that's quite a packed schedule here. And so, you know, once we had that in place, we set up the whole calendar with all the rooms that I was going to be attending so I could walk in and have a full understanding on exactly where I was going to be going through the entire conference here. And the first session, which was two hours on revenue cycle management, starting on a Sunday afternoon was pretty overwhelming to say the least here because again, to rehash, you know, even with my physician background, I've been running a real estate business full-time for the past six years.
So we've not been in the mix from a healthcare side of things outside of like following, I don't know, the Huberman types and keeping up with my own personal health routines. But even with my physician background, I wasn't ever on like the admin or the management side of things and the vast majority of attendees were not physicians there. They were much more of the MBA or business admin types that were running the actual medical practices. And so there was just so many acronyms and different players involved where I was just getting pretty overwhelmed from like just a fire hose of information standpoint.
And so the you know, determination that I had to make like pretty quickly was like, Hey, I, I just need to get up to speed. I don't even know what people are talking about right here. And so let that be kind of the table setting point for how I started to go through. And you can even see some of my live processing through Claude Code and I'll link it over to Notion because that's basically where my entire business runs and Google drive is well here too. And so you can see right here within this Claude Code session, which again is like extraordinarily long, just FYI as a note here too, like there used to be much more of an issue where you would run like very long Claude Code sessions or Claude Cowork chat and the responses would get noticeably worse over time or you would have to run like a whole bunch of consolidation and context clearing so you could keep Claude on task here.
In my opinion with these newer models in the way that Claude has just improved its core memory, for lack of a better word here, that is much less of an issue now. Like even if I go through multiple consolidation sessions of context, I find that I'm able to extend the life from a particular Claude Code thread much longer. I mean, we're talking thousands and thousands of words and potential messages here. That being said, for your own organization, I prefer to fork different sessions so I, I can stay focused on like one particular task or subset of tasks.
Like for instance you know, this particular Claude Code session is mgma session notes here. So it was just targeted towards this particular conference, but kind of like a grab bag of anything within it which you can still see is like extraordinarily long. If you can see my scroll bar here, is like barely moving at all, even as I scroll. So I had done a ton of prep work prior to this, which is kind of my summary earlier on. And then you can see where I'm just starting to have some kind of live thoughts. And this is always my process with Claude too.
It's like, hey, I don't even know if this is possible in here. Let me just start seeing if I can get wheels turning to make this more helpful and so I had my MacBook open on the as the talk got started here and obviously I can't use Wispr Flow so naturally if I'm typing my response is going to be a bit shorter and I had already started recording with Notion meeting notes which I'll pull over here so you can that this was recording as I was setting up Claude Code going back and forth with it. And so I just was like, Hey, you know, I'm already noticing like all this jargon and Hey, how about you just tune in to the transcript, you can see it coming in live here.
And if there's possible questions based on the content of the conversation, just like bring them up, you know, 10 minutes, let's see, like, it doesn't have to be, you know, it could be more frequent than that less frequent, etc. I just thought, Hey, let's let's start that out. And Claude just immediately built out Oh, let's start consuming this linking in a Notion with the MCP connection and start figuring out based on what it was listening to just a 10 minute process where it would put its own timer on okay go check the transcript what else has what has been answered in relation to our initial seeded questions for a particular session versus what additional questions might be worth asking based on the latest sets of content that's that's been provided here.
So now this is way much, much easier for me to like get a sense. OK, if I'm going to raise my hand here and I actually didn't I went through the whole conference like a spoiler alert, I didn't ask any questions in front of these larger groups here for a couple of reasons. One, I was really paying a steep ignorance tax by going there, like I quickly realized, like again, within that first session, that hey, I am like so far behind in terms of understanding what's going on in the industry here, that I'd rather learn from what other people are struggling with or trying to figure out, because that's gonna be more informative to me versus like me trying to groom myself as a contributor here, that the initial intention was to be asking questions for.
It's like, okay, start getting your face recognized as an active person in here. And luckily there was like plenty of questions. So it didn't really hurt the conference. The, the fact that I wasn't asking anything but nevertheless, like I thought, oh yeah, these question banks are good because as a side effect and you can start seeing like my live thinking through this, it's like, Ooh, you know, some of these could serve as articles we could write about. Some of these got, that got answered here. These could be SEO articles, AEO articles. We can build FAQs around them and basically service our own website.
Hey, some of these questions could lead to business opportunities within the space value that we could potentially provide for potential clients. So like that was still getting the ball rolling here and it was all being logged throughout this time. So you can see as I'm scrolling down here, It's like, yeah, you got to define these acronyms for me. What's going on? And then you can see, okay, Claude is just updating its memory here. Okay, start defining all of this. Some of these I might've known, some maybe not. But I mean, you can see like just a crazy amount of jargon related to revenue cycle management than even me as like a physician.
I really never had to deal with this on a day-to-day basis here. Like I knew like CPT codes. Even I think if you're a patient who utilizes healthcare services, you're gonna recognize things like that. But, you know, down coding and so forth, I didn't understand that, like so much out there. And so you can see just how quickly Claude could adjust to that. Plus it's still doing my questions that I wanted answered. And also leaping onto, okay, potentially new questions and the suggested ones to be asked here. And again, you just see my live notes during this.
It's like, you know, I'm still paying attention as the human being in the room too, of like, ooh, this is interesting. Okay, people are gonna be gathering here for like this governmental affairs. So we already have a packed schedule here, but like go ahead and add this to my calendar. So again, I have all these MCP and Composio connections. Composio, for those of you who might not know, a super useful free tool that basically allows you to connect more than one version of particular tools to your Claude account because a limitation of Claude is that whatever Google login you have for it is going to be limited for its MCP connection like just manage that Google account.
So like for instance, like I created my Claude account based on my land business email, the Serious Land Capital. So initially, even if I connect Gmail through an MCP connection, it can only manage that particular account. But if I have four or five different Gmail's, I wanna be able to manage all of them. Composio allows me to do that along with hundreds of other potential tools, including Calendar. So I can do that. I'm including active notes here again, like an active dialogue with, with Claude and so then it's also like suggesting things here to you know, based on me noting, yeah, there's, there's opportunities here.
Claude's knowing, yeah, okay. We can start logging this. Yeah, let's, let's, let's target these opportunities and then we can rank them. And so I don't need to remember all of this during this busy conference is just like, okay, this is the plan of action that we're going to be going ahead on. And Claude is automatically taking care of this by linking into Notion and noting all of these opportunities down that we can investigate further after the busy conference schedule. And so you can see again, it's just doing so much more beyond this, you know, I had table conversations during this.
So, or like for instance, that there were certain questions that even from the transcript, Claude was not gonna be able to recognize it. It doesn't have a pair of eyes, right? So if somebody asks a question and asks for people, audience participation for their hands to be raised, I'm the one who still needs to be paying attention updating Claude accordingly. Like, okay, yeah, quarter of the room here, raise your hands. That's a data point that it wouldn't have been able to figure out from the transcript. So it's a partnership here. You can see that I'm going through this about, okay, yeah, I wanna weave these into AEO posts I've already kind of mentioned on what to do here.
And yeah, here, I'm trying to figure out, okay, like the initial plan going into the conference was like, All right, yeah, try to go meet up with the speakers after, but like I'm live determining, yeah, the room is packed. It probably doesn't make the most sense. So maybe we should just log how to reach out to them after the conference, maybe do a brief hello, but just live adjusting on the fly based on what I'm seeing through this particular process. And so this was just an ongoing setup And the process continued to evolve over the course of the conference to the point where Claude recognized, okay, it has access to my calendar.
It knows which sessions I'm attending. So it would live check, okay, is there a new Notion recording started? If so, I'm going to connect it to whatever sessions on the calendar. I'm going to name it, you know, note the potential contents, fill in the summary forms, who is presenting and so forth for reference afterward, you know, note the entire transcript. So all of this started happening because Claude was learning throughout this process on what it should be doing throughout. And it would even note to, okay, like, hey, we're wrapped up with sessions for today, it's going to pause on its live checks until, hey, we note that the next session is starting at like 7 a.m.
In the morning. So then it's not going to be continuing to burn extra tokens when it's unnecessary to do so. And so, like, it was able to create that routine effectively all within that particular thread that was constantly on here, which is why I'm referencing, okay, you can run it like extraordinarily long threads now without really losing the context or starting to hallucinate too much. Like that used to be an issue for years with AI. It's just not nearly as much anymore. Sometimes it can still happen. A cost of running this process though, is that having my Notion notes within or transcribing via my MacBook was consuming huge amounts of battery, even on low power mode here, low display settings, you know, trying to be as efficient as possible because Notion will show the live transcript happening.
Like it's just, it's an intensive computer process. And at this particular conference, like there was just not, there were not really a lot of outlets around. So having an ability to recharge during the conference is like, yeah, this is not gonna be happening quite as much. So this is looks like live, live updating here. And so it's like, okay, but I do have Notion on my phone. I can be recording on my phone, which is way more efficient. And then Claude still open on my MacBook and it's still being able to recognize that there's a transcription happening.
There was a cost to that though, because if you're recording on Notion, it's not doing a live transcription. It's just recording and then it will log everything at the end. So Claude was not able to pull the 10 minutes questions because it couldn't see the live transcript, but the trade-off was that I could keep my MacBook on for longer without it running out of power. And again, Claude Code like recognized this, hey, yeah, you're gonna be using your phone here. So I'm gonna pause on trying to do these questions because like it don't have access to it.
So it was again, And just learning and recognizing this the entire time and just starting to build this seed bank of AEO posts, which again, is like going to help us get recognized on ChatGPT and Claude and Gemini and whatever, based on all these topics and questions that were being asked during these sessions, as well as again, recognizing different opportunities to go after and just logging all of them. So you can see like, again, all this was organized within Notion with certain tasks that were being built. Some of them were already pre-built prior to going to the conference.
Some of them were just like, okay, we need to adjust here and have a place to log. It's like a full field log here. So this one is like not as clean, but this is just like the dumping area effectively. And so you can see there's just, okay, a whole bunch of, like a kind of unformatted opportunities within the healthcare space, 10 that I recognized within like the two and a half days that I was there. And by the end of this conference, like I started off feeling totally overwhelmed, but by the end I was starting to really see the patterns and figuring out, okay, this is all making a lot more sense to me.
Like I was able to just get up to speed so quickly and just go back and forth with Claude, like, hey, what's going on here? What can we connect? And like, I was sharing my live thoughts, like my thesis here, okay, what are these vendors doing? How much are they overlapping? Where's our opportunity? So it's just, again, a constant conversation with Claude to be logging all of this and how do we differentiate our own opening here? Like noting, also, I had access to all the slides. So I had Claude ingest all of the slide decks, run it through Google Drive as a backup and then determine, okay, based on the underlying transcript, how it related back to the slides, any data that should be updated there.
So like, it didn't rely on me having to do, you know, the classic trick of using your phone to photograph slides and just like, you know, whoever reviews those after conferences anyway, like no one probably. So that this was just way more efficient on what to do here or even like lessons for next conference here, because like did these large conferences, okay. It was started to be diminishing returns over the two and a half days that I was there. So it's like, okay, how long should I be attending these? And ultimately I realized, yeah, I attended too many sessions.
There was too much overlap with it. Ideally, I would have had more meetings. Some of the best meat of the conference was when I was able to have some of these one-on-one conversations that were prearranged or, you know, led from some intros, but again, I was coming in like so cold to, you know, that this entire industry there that I knew nobody going in. So really had to start from, from square one here, but it's like, okay, long, all of this and we'll have a better plan even going forward here. And we just have, you know, tons of follow-ups that, Hey, based on what we listened from this person here, let's find them on LinkedIn, we can send up a follow-up email, et cetera.
All, all this game plan that Claude was just logging along the way, again, based on some of my direction. It was almost a surreal experience at some point, and I've never felt like this before here. I know there's some terms out there, but it's almost like we obviously have AI agents acting on our behalf to accomplish certain tasks, but some folks, especially in the super tech-forward space have kind of flipped that, determining, okay, with some of these just crazy intelligent agents, are we as humans now becoming kind of the organic life form version of agents for AI to navigate the real world on their behalf, kind of flipping it back.
And this conference was like the first time where when I really considered myself like walking in between different sessions where I'm like, I almost feel like a, again, an automaton, you know, setting up my MacBook having, or my phone to be recording these sessions because I had this whole game plan with Claude and it would be reminding me, oh yeah, you have 10 minutes to get to this next session. So get over there, start this new recording. And like I was going up and down these escalators, you know, walking in between, getting my set up in place in these conference rooms.
And it's like, man, I almost don't feel like I have my own agency to a certain degree. I mean, I did obviously, because it's like, okay, if I didn't show up here, like I'm the one who's like directing the desire of what I was intending to get out of this conference. But nevertheless, like during the actual process of it and going, you know, from step A to B to C to D, this is like the most surreal experience where it felt like, oh, I'm kind of acting on behalf of Claude, so let me know if any of you have felt like that as well here. But hopefully this is a really helpful demonstration on how you can set up something like this.
And where you don't even need like a base template in order to do it. It's just, you can use your own creativity live to determine, obviously I had like a very set plan coming into this. So if I didn't have that base, this wouldn't have worked nearly as effectively or having like a whole strategy on how to post AEO and SEO posts on the website or my entire Notion, organization structure on where things should be logged and so forth. All of that obviously makes my brief back and forth with Claude Code far more effective because the baseline system is already in place here.
Nevertheless, that's achievable by anybody listening to this and these tools are at your disposal here. So again, I would never go to another conference without doing something like this in the future. So feel free to utilize this strategy for yourself. And if you're interested in my approach to AI and utilizing Claude here, if this is giving you some ideas and you run a mid market business, you know, north of $5 million revenue I would be more than willing to, to have a conversation and see how we might be able to, to work together here because doing stuff like this it's just scratching the surface of you know, my own tech Capabilities and what my firm can bring.
So if you want to take your enterprise to the next level from an AI Perspective Please reach out seriousai.partners and for this podcast here If you like this format, please let me know subscribe and share everybody. I will plan to do more of these demos Take care
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