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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Deliverable
- 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 outputs
- Identifying task suitability for Cowork versus other methods
- Exercise: Categorize three tasks from your current workload to determine their fit for Cowork.
- Crafting Effective Assignments
- Defining goals, materials, constraints, approval gates, and acceptance criteria
- Validating the plan prior to execution
- Monitoring and adjusting during the work process
- Exercise: Draft an assignment for a real task and collectively evaluate the proposed plan.
- Managing Documents and Files
- Organizing folders, renaming, and filing documents
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Verifying outputs against source materials
- Exercise: Create a status report with a task list from a folder of meeting minutes.
- Research to Final Report
- Conducting web research with defined sources and exclusions
- Utilizing Claude in Chrome for website-specific research
- Verifying sources and requesting supporting evidence
- Exercise: Delegate market or vendor research to be delivered as a table with sources, then perform a spot-check.
- Extending Capabilities: Plugins, Skills, Connectors, and Scheduling
- Implementing plugins and skills for repetitive workflows
- Integrating connectors for email, calendar, and file storage
- Configuring scheduled tasks, such as weekly reports
- Exercise: Configure a scheduled task for a recurring report.
- Safe Operation Protocols
- Restricting access to released folders and backing up before major changes
- Enabling deletion and sending functions only after approval
- Identifying hidden instructions in files and web pages
- Exercise: Document three safety rules for Cowork tailored to your specific work.
- Outcome: Each participant will have delegated three real tasks to Cowork, reviewed the results, and set up 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 who prefer delegating complete tasks to Claude over step-by-step interactive chat.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
