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Duration 7 hours
Course Outline
Introduction
- Transitioning from conversational interactions to delegated workflows
- Current capabilities and limitations of Claude Cowork
- Identifying tasks suitable for delegation
Briefing Claude Like a Colleague
- Defining goals, providing context, setting constraints, and specifying deliverables
- Utilizing sample files and templates effectively
- Practical exercise: Drafting and refining a task brief
Research and Documentation
- Conducting research and aggregating sources
- Structuring, rewriting, and summarizing documents
- Practical exercise: Compiling a briefing document from multiple source files
File and Spreadsheet Management
- Organizing, renaming, and extracting data from files
- Data cleaning and table analysis
- Practical exercise: Consolidating multiple files into a single overview
Review and Control
- Validating results, sources, and numerical data
- Managing access permissions and restricting sensitive areas
- Protocol for handling confidential content
Establishing Daily Routines
- Creating reusable task briefs and checklists
- Identifying scenarios where delegation adds value versus those where it does not
- Formulating a personal delegation strategy
Requirements
- Familiarity with using chat-based AI assistants
- Proficiency in managing files and folders within an operating system
- No prior programming knowledge is necessary
Target Audience
- Business professionals seeking to offload multi-step workflows to AI agents
- Analytical professionals, project managers, consultants, and administrative staff
- 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
