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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Defining Cowork and identifying how it contrasts with standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and interim results
- Evaluating task suitability: identifying appropriate versus inappropriate use cases
- 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 plan before execution and monitoring the process
- Guiding the workflow during execution
- Exercise: Draft an assignment for a real task and collectively evaluate the proposed plan.
- Documents and File Management
- Organizing folders, renaming, and filing documents
- Consolidating reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Verifying outputs against original source files
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Research to Report
- Conducting web research with defined sources and exclusions
- Using Claude in Chrome for website-based research
- Validating sources and requesting supporting text passages
- Exercise: Delegate market or vendor research to generate a table with sources, then perform spot-checks.
- Plugins, Skills, Connectors, and Scheduled Tasks
- Implementing plugins and skills for recurring workflows
- Integrating connectors for email, calendars, and file storage
- Configuring scheduled tasks, such as automatic weekly reports
- Exercise: Configure a scheduled task for a recurring reporting cycle.
- Safe Working Practices
- Restricting access to released folders and backing up data before major changes
- Enforcing approval before deletion or external transmission of data
- Mitigating risks from hidden instructions in files and web pages
- Exercise: Document three safety rules for Cowork specific to your work context.
- Outcome: Participants will have delegated three real tasks to Cowork, audited 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 entire workflows to Claude rather than engaging in sequential chat-based tasks.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
