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Duration 7 hours
Course Outline
Introduction
- Transitioning from conversational interaction to delegated work
- Understanding the current capabilities and limitations of Cowork
- Identifying tasks that yield the highest value when delegated
Briefing Claude Like a Colleague
- Defining the goal, context, constraints, and final deliverable
- Utilizing example files and templates to enhance clarity
- Practical exercise: Drafting and refining a task brief
Research and Documentation
- Conducting topic research and gathering reliable sources
- Structuring, summarizing, and refining documents
- Practical exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting key information from files
- Cleaning and analyzing tabular data
- Practical exercise: Consolidating multiple files into a single overview
Review and Control
- Validating results, checking sources, and verifying numerical accuracy
- Managing access permissions and defining security boundaries
- Best practices for handling sensitive content
Daily Routine
- Creating reusable task briefs and checklists for consistency
- Evaluating scenarios where delegation is beneficial versus where it is not
- Developing a personalized delegation plan
Requirements
- Foundational familiarity with using a chat-based AI assistant
- Confidence in navigating files and folders within a computer operating system
- No prior programming experience is necessary
Target Audience
- Business professionals seeking to offload multi-step workflows to an AI colleague
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-style assistants for their respective 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
