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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Deliverable
- Transitioning from Chat to Delegation
- Overview of Cowork and how it differs from standard chat 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 to determine their suitability for Cowork.
- Crafting Effective Assignments
- Defining goals, materials, constraints, approval points, and acceptance criteria
- Reviewing the proposed plan before execution and monitoring progress
- Guiding the AI during the workflow
- Exercise: Draft an assignment for a real task and collectively evaluate the proposed plan.
- Document and File Management
- Organizing folders, renaming files, and structuring directories
- Consolidating data from multiple files into unified reports
- Generating Excel tables and PowerPoint drafts
- Validating outputs against source documents
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Research to Report
- Conducting web research with specific source inclusion and exclusion rules
- Using Claude in Chrome for website-based research
- Verifying sources and extracting supporting evidence
- Exercise: Delegate market or vendor research to generate a sourced table and perform spot-checks.
- Plugins, Skills, Connectors, and Automation
- Leveraging plugins and skills for repetitive workflows
- Integrating with mail, calendar, and file storage via connectors
- Configuring scheduled tasks, such as a weekly Friday report
- Exercise: Set up a scheduled task for a recurring reporting requirement.
- Security Best Practices
- Restricting access to authorized folders and implementing backups before significant changes
- Enforcing approval gates for deletions and data transmission
- Identifying hidden instructions in files and web pages
- Exercise: Document three security rules for Cowork applicable to your work context.
- Outcome: Each participant will have delegated three real-world tasks to Cowork, reviewed the results, and established a scheduled task.
- Transitioning from Chat to Delegation
Requirements
- A Claude account with Cowork access (Pro, Max, Team, or Enterprise), the Claude desktop app, and a test folder containing anonymized work files.
- Familiarity with basic Claude functionalities.
Target Audience
- Knowledge workers, assistants, and project or department leads who aim to delegate entire tasks to Claude rather than managing them through incremental chat interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
