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Duration 7 hours
Course Outline
- Day 1: From Brief to Completed Deliverable
- Transitioning from Chat to Delegation
- Overview of Cowork and its distinctions from standard chat and Claude Code
- Managing folder access, planning, progress tracking, and interim outputs
- Identifying suitable versus unsuitable tasks for Cowork
- Exercise: Classify three tasks from your current workload by their compatibility with Cowork.
- Crafting Effective Assignments
- Defining objectives, materials, constraints, approval points, and success metrics
- Reviewing the proposed plan before execution
- Guiding the workflow in progress
- Exercise: Draft a brief for a real task and collectively evaluate the suggested plan.
- Document and File Management
- Organizing folders, renaming, and structuring files
- Synthesizing reports from multiple source documents
- Generating Excel spreadsheets and PowerPoint drafts
- Validating outputs against original sources
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Research to Report Generation
- Conducting web research with source management and exclusion criteria
- Utilizing Claude in Chrome for web-based research
- Verifying sources and retrieving supporting evidence
- Exercise: Delegate a market or vendor analysis, requesting a sourced table and conducting spot checks.
- Automation: Plugins, Skills, Connectors, and Scheduled Tasks
- Utilizing plugins and skills for recurring workflows
- Integrating connectors for email, calendar, and file storage
- Configuring scheduled tasks, such as weekly Friday reports
- Exercise: Set up a scheduled task for a recurring report.
- Safe Operating Practices
- Restricting access to authorized folders and implementing backups before major changes
- Enforcing approval protocols for deletions and external communications
- Mitigating risks from hidden instructions in files or web pages
- Exercise: Define three safety rules for Cowork application in your work.
- Outcome: Each participant will have delegated three real-world tasks to Cowork, reviewed the outcomes, and configured a scheduled task.
- Transitioning 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, and project or department leads who prefer delegating full task cycles to Claude over step-by-step chat interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
