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Duration 7 hours
Course Outline
- Day 1: From request to completed task
- From chat to delegation
- Understanding Cowork and how it differs from chat and Claude Code
- Managing folder access, reviewing plans, tracking progress, and viewing interim results
- Identifying suitable tasks versus those that are not appropriate
- Exercise: Categorize three tasks from your week based on their suitability for Cowork.
- Writing effective assignments
- Defining goals, materials, constraints, approval points, and acceptance criteria
- Reviewing the proposed plan before execution
- Steering the process while work is in progress
- Exercise: Draft an assignment for a real task and collaboratively evaluate the proposed plan.
- Documents and files
- Organizing folders, renaming files, and archiving documents
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Verifying results against original source files
- Exercise: Create a status report with a task list from a folder of meeting minutes.
- Research through to the report
- Conducting web research with defined sources and exclusions
- Using Claude in Chrome for website-specific research
- Validating sources and requesting supporting excerpts
- Exercise: Delegate a market or vendor research task, producing a table with sources, and perform spot-checks.
- Plugins, skills, connectors, and scheduled tasks
- Utilizing plugins and skills for recurring workflows
- Integrating connectors for mail, calendar, and file storage
- Configuring scheduled tasks, such as a weekly report every Friday
- Exercise: Set up a scheduled task for a recurring report.
- Working safely
- Restricting access to released folders only and backing up before significant changes
- Requiring approval before deleting or sending data
- Identifying hidden instructions within files and web pages
- Exercise: Document three safety rules for Cowork applicable to your workflow.
- Outcome: Each participant will have delegated three real-world tasks to Cowork, reviewed the outputs, and established a scheduled task.
- From chat to delegation
Requirements
- A Claude account with access to Cowork (Pro, Max, Team, or Enterprise), the Claude desktop application, and a test folder containing anonymized work files.
- Familiarity with basic Claude functionalities.
Target Audience
- Knowledge workers, assistants, project and department leads who prefer delegating entire tasks to Claude rather than engaging in step-by-step conversations.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
