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Duration 7 hours
Course Outline
Introduction
- Shifting from conversational AI to delegated work
- Understanding the current capabilities and limitations of Cowork
- Identifying tasks that are best suited for delegation
Briefing Claude like a colleague
- Defining goals, context, constraints, and deliverables
- Leveraging example files and templates for clarity
- Exercise: Draft and refine a task brief
Research and documents
- Conducting research and gathering relevant sources
- Drafting, organizing, and summarizing written content
- Exercise: Synthesize a briefing document from multiple source files
Files and spreadsheets
- Organizing, renaming, and extracting data from files
- Cleaning, analyzing, and evaluating tabular data
- Exercise: Consolidate multiple files into a single comprehensive overview
Review and control
- Validating results, verifying sources, and checking calculations
- Managing access permissions and securing sensitive areas
- Responsible handling of confidential information
Daily routine
- Creating reusable task briefs and checklists
- Identifying scenarios where delegation adds value versus where it falls short
- Formulating a personal delegation plan
Requirements
- Familiarity with interacting with conversational AI tools
- Proficiency in navigating files and directories on a computer
- No prior coding knowledge is necessary
Target Audience
- Professionals seeking to offload complex, multi-stage work to an AI counterpart
- Analysts, project managers, consultants, and administrative assistants
- Team leaders considering the integration of agent-based AI assistants within 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
