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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat interactions to delegated work.
- Current capabilities and limitations of Cowork.
- Identifying tasks suitable for delegation.
Briefing Claude Effectively
- Defining the goal, context, constraints, and deliverable.
- Utilizing example files and templates.
- Exercise: Drafting and refining a task brief.
Research and Documentation
- Investigating topics and gathering sources.
- Drafting, reorganizing, and summarizing documents.
- Exercise: Compiling a briefing document from multiple source files.
Files and Spreadsheets
- Organizing, renaming, and extracting data from files.
- Cleansing and evaluating tabular data.
- Exercise: Integrating multiple files into a single overview.
Review and Governance
- Validating results, sources, and numerical data.
- Managing access permissions and restricting sensitive areas.
- Protocol for handling confidential content.
Daily Workflow
- Developing reusable task briefs and checklists.
- Identifying scenarios where delegation adds value and where it does not.
- Formulating a personal delegation plan.
Requirements
- Familiarity with using chat-based AI assistants.
- Confidence in navigating files and folders on a computer.
- No programming knowledge is necessary.
Target Audience
- Business professionals looking to offload multi-step workflows to an AI counterpart.
- Analysts, project managers, consultants, and administrative assistants.
- Team leaders assessing agent-based 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
