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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Defining Cowork and its distinctions from standard chat and Claude Code.
- Managing folder access, execution plans, progress tracking, and interim results.
- Identifying which tasks are well-suited for delegation and which are not.
- Exercise: Categorize three tasks from your current workweek based on their suitability for Cowork.
- Crafting Effective Assignments
- Defining objectives, materials, constraints, approval points, and acceptance criteria.
- Reviewing the proposed plan before execution.
- Monitoring and guiding the process during active work.
- Exercise: Draft an assignment for a real task and collaboratively evaluate the proposed execution plan.
- Managing Documents and Files
- Organizing folders, renaming, and filing files systematically.
- Consolidating reports from multiple source files.
- Generating Excel tables and PowerPoint drafts.
- Verifying outputs against source documents.
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Researching and Reporting
- Conducting web research with specified sources and exclusions.
- Utilizing Claude in Chrome for website-based research.
- Validating sources and requesting supporting excerpts.
- Exercise: Delegate a market or vendor research task, outputting a table with sources, and perform spot-checks.
- Plugins, Skills, Connectors, and Scheduled Tasks
- Implementing plugins and skills for recurring workflows.
- Integrating connectors for mail, calendar, and file storage.
- Configuring scheduled tasks, such as a weekly report generated every Friday.
- Exercise: Configure a scheduled task for a recurring report.
- Safe Working Practices
- Restricting access to released folders and implementing backups before significant changes.
- Requiring approval before deletion or external sending.
- Identifying hidden instructions within files and web pages.
- Exercise: Define three security rules for Cowork based on your specific work environment.
- Outcome: Participants will have delegated three real-world tasks to Cowork, evaluated the results, and established a scheduled task.
- Transitioning from Chat to Delegation
Requirements
- A Claude account with access to Cowork (Pro, Max, Team, or Enterprise tier), 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 looking to delegate full tasks to Claude instead of managing them through iterative chat interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
