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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
- Managing folder access, execution plans, progress tracking, and interim results
- Identifying suitable versus unsuitable tasks for delegation
- Exercise: Categorize three tasks from your current week based on their compatibility with Cowork.
- Composing effective assignments
- Defining goals, resources, constraints, approval points, and acceptance criteria
- Reviewing the proposed plan before initiating execution
- Steering the process during active work
- Exercise: Draft an assignment for a real task and collaboratively evaluate the proposed plan.
- Managing documents and files
- Organizing folders, renaming, and archiving files
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Validating results against original source files
- Exercise: Create a status report with a task list from a folder of meeting minutes.
- End-to-end research and reporting
- Conducting web research with source verification and exclusion filters
- Utilizing Claude in Chrome for website-based research
- Verifying sources and requesting specific supporting passages
- Exercise: Delegate market or vendor research to produce a table with sources, then perform spot-checks.
- Integrating plugins, skills, connectors, and scheduled tasks
- Implementing plugins and skills for recurring workflows
- Connecting to email, calendar, and file storage services
- Configuring scheduled tasks, such as automated weekly reports
- Exercise: Set up a scheduled task for a recurring report.
- Security and safe operations
- Restricting access to approved folders and backing up data before major changes
- Enforcing approval protocols for deletions and data transmission
- Mitigating risks from hidden instructions in files and web pages
- Exercise: Define three safety rules for Cowork within your specific work context.
- Outcome: Each participant will have delegated three real-world tasks to Cowork, reviewed the outcomes, and implemented 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 basic Claude functionalities.
Target Audience
- Knowledge workers, assistants, and project or department leads aiming to delegate complete tasks to Claude instead of conducting iterative conversations.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
