My Current AI Toolkit as a PM at Salesforce

Gayathri Geetha
Oct 8
3 min read

Hey friends 👋 — here’s a look at some of the AI tools my team and I rely on at Salesforce. These have been game-changers for productivity across product management tasks. Sharing in case it’s useful — and I’d love to hear what tools you’re finding valuable too!

1. NotebookLM – Our Collective Memory

Think of NotebookLM as a research assistant who never forgets. We load it with PDFs, decks, sites, and even YouTube links, and it becomes a searchable, ask-me-anything knowledge base.

How we use it:

Product Releases: Salesforce ships three major releases a year, each with a solution overview deck capturing the what, why, and how of every feature. These decks equip our sales and solution teams with the context they need. I’ve uploaded them into NotebookLM, so when I’m preparing for a customer presentation or responding to a channel question, I can just ask, “What personalization features launched in Winter ’23?” or “How does feature X work?”—and get instant, reliable answers.
Customer feedback: Thanks to my teammate Manish Aggarwal we pulled IdeaExchange data into NotebookLM, so I can ask, “What do customers say about the CMS text editor?” and get instant insights. My next project is to pipe all customer notes into this so we have a comprehensive knowledge base.
User research: I drop in research decks on various topics of interest agentforce, marketing commerce etc and ask for quick summaries, like “Top pain points for marketers that AI can solve.”

Tip: There isn’t a true org-wide share option yet, so I distribute via team aliases.

2. Slack – Beyond Just Chat

I know, I know—you’re probably thinking: Slack? Isn’t that just where notifications go to multiply? Not for us. At Salesforce, Slack has evolved into a true knowledge hub. Beyond quick chats, we use it to capture how-to guides (Slack Canvas), streamline business processes (agents for expenses, approvals, TechDesk support), and more.

But my two favorite Slack features are:

🔍 Slack AI Search

Instant answers: Instead of pinging a colleague or searching for some info in our documentation, I can just type “file storage limits” and Slack surfaces the right past conversations.

Cross-team discovery: Searching a topic am interested in often leads me to new channels, discussions, and people I wouldn’t have connected with otherwise. It’s collaboration serendipity.

📝 AI Summaries & Recaps

I’ve set up a Generative AI reading section in Slack that pulls together channels like AI Club, where colleagues share best practices and trends. With recaps or a quick “summarize unread,” I no longer scroll through every thread—I get a concise digest and dive deeper only when something catches my eye (And if anyone at Slack is listening… a section-specific recap feature would be amazing 🙂).

3. Perplexity AI – Smarter Competitive Research

Market research without the Google rabbit hole. Perplexity delivers clean comparisons, cited sources, and summaries.

How we’ve used it:

Competitive analysis while drafting PRDs.
Spotting differentiators between Salesforce and competitors.
Quickly answering tough product questions (should this be supported in X edition? Well our competitors don't support it in the lower ones...)

I always validate sources, but it’s faster and sharper than traditional search.

4. Prototyping Tools: Because Ideas Click Faster When You See Them

Prototypes turn abstract ideas into something tangible—fast. Whether it’s Google Gemini, Replit, Lovable, or our go-to, Cursor, these tools make pitching ideas far easier.

If a picture is worth a thousand words, a prototype is worth a thousand meetings. Instead of explaining a complex, multi-page flow, I mock it up and often record a quick demo to show the interactions. It saves time, cuts down confusion, and gets everyone aligned before a single line of code is written.

Tip: For quick interaction ideas, Gemini is perfect—fast and low-friction. When you need longer vision prototypes with multi-screen flows and sample data, tools like Cursor really shine for sharing with your team or leadership. Add one in the next vision/ strategy doc you are drafting - it is a game changer!