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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated workflow.
- Current capabilities and limitations of Cowork.
- Identifying tasks that yield the most value when delegated.
Briefing Claude like a Colleague
- Defining objectives, context, constraints, and final deliverables.
- Utilizing sample files and templates effectively.
- Practical activity: Drafting and refining a task brief.
Research and Documentation
- Investigating topics and gathering relevant sources.
- Creating, reorganizing, and summarizing textual content.
- Practical activity: Synthesizing multiple source files into a comprehensive briefing document.
File and Spreadsheet Management
- Organizing, renaming, and extracting data from various files.
- Refining and analyzing tabular data.
- Practical activity: Merging multiple files into a single consolidated overview.
Review and Governance
- Verifying accuracy of results, sources, and numerical data.
- Managing access rights and defining restricted areas.
- Protocols for handling sensitive information.
Establishing Daily Routines
- Creating reusable task templates and checklists.
- Evaluating scenarios where delegation is advantageous versus those where it is not.
- Finalizing a personalized delegation plan.
Requirements
- Familiarity with using chat-based AI assistants.
- Proficiency in managing files and directories on a computer.
- No prior programming knowledge is necessary.
Target Audience
- Professionals aiming to offload complex, multi-step workflows to an AI assistant.
- Analysts, project managers, consultants, and administrative support staff.
- Team leaders assessing agent-based AI solutions for their 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
