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Duration 7 hours
Course Outline
- Day 1: From Inquiry to Completed Deliverable
- Transitioning from Chat to Delegation
- Defining Cowork and differentiating it from standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and intermediate outputs
- Identifying suitable versus unsuitable task types for delegation
- Exercise: Categorize three tasks from your current workflow based on their suitability for Cowork
- Crafting Effective Assignments
- Structuring briefs with clear goals, inputs, constraints, approval checkpoints, and acceptance criteria
- Validating the proposed plan before execution
- Providing directional guidance during the work process
- Exercise: Draft a brief for a real-world task and collectively evaluate the proposed execution plan
- Document and File Management
- Organizing folders, renaming files, and structuring file storage
- Synthesizing reports from multiple source files
- Generating Excel spreadsheets and PowerPoint draft slides
- Verifying outputs against original source materials
- Exercise: Generate a status report with a task list from a folder of meeting minutes
- Research to Reporting
- Conducting web research with source management and exclusion filters
- Utilizing Claude in Chrome for on-site web research
- Verifying sources and extracting supporting evidence
- Exercise: Delegate market or vendor research to produce a sourced table and perform spot-checks
- Plugins, Skills, Integrations, and Automations
- Implementing plugins and skills for repetitive workflows
- Connecting to email, calendar, and file storage systems
- Configuring scheduled tasks, such as weekly Friday reports
- Exercise: Set up an automated task for a recurring reporting requirement
- Security and Safety Protocols
- Restricting access to released folders only and executing backups prior to major changes
- Requiring explicit approval for deletion or external transmission
- Identifying hidden instructions within files and web pages
- Exercise: Document three specific safety rules for Cowork usage in your work context
- Outcome: Each participant will have delegated three real-world tasks to Cowork, audited the results, and established a scheduled automation.
- Transitioning from Chat to Delegation
Requirements
- A Claude account with Cowork access (Pro, Max, Team, or Enterprise tier), the Claude desktop application, and a test folder containing anonymized work files.
- Familiarity with fundamental Claude operations.
Target Audience
- Knowledge workers, assistants, and project or department leads aiming to delegate entire workflows to Claude instead of conducting step-by-step conversations.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
