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Duration 7 hours
Course Outline
- Day 1: From Initial Request to Completed Work
- Transitioning from Chat to Delegation
- Understanding Cowork and its distinct capabilities compared to chat interfaces and Claude Code
- Managing folder access, execution plans, progress tracking, and interim outputs
- Identifying which tasks are appropriate for delegation versus those requiring manual handling
- Practical Exercise: Categorize three tasks from your current workweek based on their suitability for Cowork.
- Crafting Effective Assignments
- Defining goals, required materials, limitations, approval gates, and success criteria
- Evaluating the proposed plan before authorizing execution
- Guiding the process during active work
- Practical Exercise: Draft an assignment for a real task and collectively assess the suggested execution plan.
- Document and File Management
- Organizing directories, renaming files, and structuring file hierarchies
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint draft presentations
- Verifying outputs against original source documents
- Practical Exercise: Create a status report with a task list using a folder of meeting minutes.
- End-to-End Research Process
- Conducting web research with specific inclusion and exclusion criteria
- Utilizing Claude in Chrome for targeted website research
- Validating sources and requesting supporting evidence
- Practical Exercise: Delegate market or vendor research, review the resulting table with citations, and perform spot checks.
- Advanced Features: Plugins, Skills, Connectors, and Scheduling
- Configuring plugins and skills for repetitive workflows
- Integrating with email, calendars, and file storage systems
- Setting up automated tasks, such as generating a weekly report every Friday
- Practical Exercise: Configure a scheduled task for a recurring reporting workflow.
- Safe and Secure Operations
- Restricting access to designated folders and implementing backups before significant changes
- Requiring approval before executing deletions or data transmission
- Identifying and mitigating risks from hidden instructions within files or web pages
- Practical Exercise: Document three specific safety rules for Cowork tailored to your work environment.
- Day 1 Deliverable: Each participant will have delegated three real-world tasks to Cowork, assessed the outputs, and established a recurring task schedule.
- 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
- Professionals, assistants, and team leads who prefer delegating entire workflows to Claude over managing them through sequential chat interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
