Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Defining Cowork and differentiating it from standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and interim deliverables
- Identifying tasks suited for delegation versus those requiring manual oversight
- Exercise: Classify three tasks from your current work week based on their suitability for Cowork.
- Crafting Effective Briefs
- Structuring goals, materials, constraints, approval points, and acceptance criteria
- Reviewing execution plans before authorizing full execution
- Guiding the workflow during the execution phase
- Exercise: Draft a brief for a real-world task and collectively evaluate the proposed plan.
- Document and File Management
- Organizing folders, renaming files, and structuring archives
- Synthesizing reports from multiple source files
- Generating Excel spreadsheets and PowerPoint draft presentations
- Validating outputs against original source materials
- Exercise: Create a status report with a task list derived from a folder of meeting minutes.
- End-to-End Research
- Conducting web research with defined source inclusions and exclusions
- Utilizing Claude in Chrome for targeted website research
- Verifying sources and requesting supporting excerpts
- Exercise: Delegate market or vendor research to produce a table with cited sources, then perform a spot-check.
- Advanced Tools: Plugins, Skills, Connectors, and Scheduling
- Implementing plugins and skills for recurring workflows
- Integrating connectors for email, calendar, and file storage
- Configuring scheduled tasks, such as weekly reports every Friday
- Exercise: Set up a scheduled task for a recurring report.
- Security and Best Practices
- Restricting access to released folders and implementing backups before major changes
- Enforcing approval gates for deletion and sending actions
- Mitigating risks from hidden instructions in files or web pages
- Exercise: Document three key safety rules for Cowork usage in your specific workflow.
- Outcome: Each participant will have successfully delegated three practical tasks to Cowork, verified the results, and established a scheduled task.
- Transitioning from Chat to Delegation
Requirements
- A Claude account with Cowork access (Pro, Max, Team, or Enterprise), the Claude desktop application, and a test folder containing anonymized work files.
- Familiarity with basic Claude functionality.
Target Audience
- Knowledge workers, assistants, and project or department leads aiming to delegate complete tasks to Claude instead of engaging in step-by-step conversations.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
