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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Overview of Cowork and its distinctions from chat interfaces and Claude Code
- Folder access permissions, execution plans, progress tracking, and interim deliverables
- Identifying suitable versus unsuitable tasks for Cowork
- Exercise: Categorize three tasks from your current workload based on their suitability for Cowork.
- Crafting Effective Assignments
- Defining objectives, source materials, constraints, approval checkpoints, and acceptance criteria
- Reviewing the proposed plan before initiating execution
- Guiding the process during active work
- Exercise: Draft an assignment for a real-world task and collaboratively assess the proposed plan.
- Document and File Management
- Organizing folders, renaming files, and systematic filing
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Verifying outputs against original source files
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Research to Final Report
- Conducting web research with specified sources and exclusion criteria
- Utilizing Claude in Chrome for website-specific research
- Validating sources and requesting supporting evidence
- Exercise: Delegate market or vendor research, output as a sourced table, and perform spot checks.
- Plugins, Skills, Connectors, and Scheduled Tasks
- Configuring plugins and skills for repetitive workflows
- Integrating connectors for email, calendars, and file storage
- Setting up scheduled tasks, such as generating a weekly report every Friday
- Exercise: Configure a scheduled task for a recurring report.
- Safe Working Practices
- Restricting access to released folders and executing backups before major modifications
- Enforcing approval before deletion or external data transmission
- Mitigating risks from hidden instructions in files and web pages
- Exercise: Define three security rules for Cowork aligned with your work context.
- Outcome: Each participant will have successfully delegated three real-world tasks to Cowork, evaluated the results, and implemented 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 documents.
- Familiarity with basic Claude functionalities.
Target Audience
- Knowledge workers, assistants, and project or department leads seeking to delegate entire tasks to Claude instead of engaging in step-by-step dialogue.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
