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Duration 7 hours
Course Outline
Introduction
- The transition from conversational interaction to delegated workflow
- Current capabilities and limitations of Claude Cowork
- Identifying tasks that offer the highest value for delegation
Briefing Claude as a Colleague
- Defining goals, context, constraints, and deliverables
- Utilizing example files and templates for clarity
- Practical exercise: Drafting and refining a task brief
Research and Documentation
- Investigating topics and gathering relevant sources
- Drafting, reorganizing, and summarizing written content
- Practical exercise: Synthesizing a briefing document from multiple source files
File and Spreadsheet Management
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Practical exercise: Merging multiple files into a single comprehensive overview
Review and Governance
- Validating results, sources, and numerical data
- Managing access permissions and defining restricted areas
- Protocols for handling confidential content
Establishing Daily Workflows
- Creating reusable task templates and checklists
- Identifying where delegation adds value versus where human intervention is necessary
- Formulating a personal delegation plan
Requirements
- Familiarity with using a chat-based AI assistant
- Confidence in managing files and folders on a computer
- No programming background is required
Target Audience
- Business professionals seeking to offload multi-step projects to an AI counterpart
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-style assistants for their departments
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation