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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated work
- Understanding the current capabilities and limitations of Cowork
- Identifying which tasks are most valuable to delegate
Directing Claude Like a Colleague
- Defining the goal, context, constraints, and final deliverable
- Utilizing example files and templates
- Practical exercise: Drafting and refining a task brief
Research and Documentation
- Conducting topic research and gathering relevant sources
- Drafting, reorganizing, and summarizing documents
- Practical exercise: Creating a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Practical exercise: Merging several files into a single comprehensive overview
Review and Oversight
- Verifying results, sources, and numerical accuracy
- Managing access permissions and restricting unauthorized areas
- Processing sensitive content appropriately
Establishing Daily Workflows
- Creating reusable task briefs and checklists
- Identifying scenarios where delegation is effective versus where it is not
- Finalizing a personal delegation plan
Requirements
- Familiarity with using a chat-based AI assistant
- Proficiency in navigating files and folders on a computer
- No prior programming knowledge is necessary
Target Audience
- Business professionals looking to assign multi-step workflows to an AI collaborator
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-based assistants for their teams
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
