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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat-based interaction to delegated workflows
- Current capabilities and limitations of Cowork
- Identifying tasks suitable for delegation
Instructing Claude Effectively
- Defining goals, context, constraints, and deliverables
- Utilizing sample files and templates
- Practical: Drafting and refining a task brief
Research and Documentation
- Gathering topics and compiling source materials
- Creating, restructuring, and summarizing written content
- Practical: Synthesizing a briefing document from multiple sources
File and Spreadsheet Management
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Practical: Merging multiple files into a unified overview
Verification and Oversight
- Validating results, sources, and numerical accuracy
- Managing access permissions and restricting unnecessary access
- Protocols for handling sensitive content
Establishing Routine
- Developing reusable briefs and checklists
- Identifying high-value delegation opportunities
- Finalizing a personal delegation plan
Requirements
- Foundational familiarity with conversational AI tools
- Proficiency in navigating and managing files and directories on a computer
- No coding knowledge is necessary
Target Audience
- Business professionals looking to assign multi-step projects to an AI collaborator
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-based assistants for departmental adoption
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
