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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

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