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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Understanding Cowork: Key differences from standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and interim outputs
- Identifying which tasks are well-suited for Cowork and which are not
- Exercise: Categorise three tasks from your current work week to determine their suitability for Cowork.
- Crafting Effective Assignments
- Defining objectives, source materials, constraints, approval points, and acceptance criteria
- Reviewing the proposed plan before authorizing execution
- Guiding the process during active work
- Exercise: Draft an assignment for a real-world task and collectively evaluate the proposed plan.
- Managing Documents and Files
- Organising folders, renaming files, and ensuring proper filing
- Synthesising reports from multiple source files
- Generating Excel tables and PowerPoint draft presentations
- Verifying results against original source materials
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- End-to-End Research and Reporting
- Conducting web research with defined sources and exclusion criteria
- Utilising Claude in Chrome for website-based research
- Validating sources and requesting specific supporting excerpts
- Exercise: Delegate a market or vendor research task to produce a table with sources, then perform a spot-check.
- Plugins, Skills, Connectors, and Scheduling
- Utilising plugins and skills for recurring workflows
- Integrating connectors for email, calendar, and file storage
- Configuring scheduled tasks, such as automated weekly reports
- Exercise: Set up a scheduled task for a recurring report.
- Safe Working Practices
- Restricting access to released folders and backing up before major changes
- Enforcing approval before deletion or external distribution
- Identifying hidden instructions within files and web pages
- Exercise: Define three safety rules for Cowork specific to your work environment.
- Outcome: Each participant will have successfully delegated three real-world tasks to Cowork, reviewed the outputs, and established a scheduled task.
- Transitioning from Chat to Delegation
Requirements
- A Claude account with access to Cowork (Pro, Max, Team, or Enterprise), the Claude desktop application, and a test folder containing anonymized work files.
- Familiarity with the basic functionalities of Claude.
Target Audience
- Knowledge workers, assistants, and project or department leads who prefer to delegate entire tasks to Claude rather than managing interactions step-by-step.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
