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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat to delegated workflows
- Current capabilities and limitations of Cowork
- Identifying high-value tasks suitable for delegation
Briefing Claude Effectively
- Defining goals, context, constraints, and deliverables
- Utilizing sample files and templates
- Practice: Drafting and refining a clear task brief
Research and Documentation
- Conducting research and gathering relevant sources
- Creating, organizing, and summarizing written content
- Practice: Compiling a briefing note from multiple source documents
File Management and Spreadsheets
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Practice: Merging multiple files into a single summary
Quality Assurance and Control
- Verifying accuracy of results, sources, and data
- Managing access permissions and security boundaries
- Protocol for handling confidential information
Establishing Daily Routines
- Creating reusable task templates and checklists
- Identifying scenarios where delegation adds value
- Finalizing a personal delegation plan
Requirements
- Familiarity with using chat-based AI tools
- Proficiency in managing files and directories on a computer
- No coding or programming background is necessary
Target Audience
- Professionals looking to delegate multi-step workflows to an AI counterpart
- 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
