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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from Chat to Delegation
- Overview of Cowork and its differences from standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and interim outputs
- Identifying which tasks are suitable for delegation and which are not
- Exercise: Categorize three tasks from your weekly workload based on their suitability for Cowork.
- Crafting Effective Assignments
- Defining objectives, materials, constraints, approval points, and acceptance criteria
- Reviewing the proposed plan before execution
- Guiding the process during active work
- Exercise: Draft an assignment for a real-world task and collectively assess the proposed plan.
- Document and File Management
- Organizing folders, renaming, and filing documents
- Synthesizing reports from multiple source files
- Generating Excel tables and PowerPoint drafts
- Verifying outputs against original source files
- Exercise: Generate a status report with a task list from a folder of meeting minutes.
- Research to Final Report
- Conducting web research with specific sources and exclusions
- Using Claude in Chrome for website-based research
- Validating sources and requesting supporting excerpts
- Exercise: Delegate market or vendor research to produce a sourced table, then perform spot-checks.
- Plugins, Skills, Connectors, and Scheduled Tasks
- Utilizing plugins and skills for recurring workflows
- Integrating with email, calendar, and file storage via connectors
- Configuring scheduled tasks, such as a weekly report every Friday
- Exercise: Set up a scheduled task for a recurring report.
- Safety and Security Practices
- Restricting access to approved folders and backing up data before major changes
- Requiring approval before deleting or sending content
- Guarding against hidden instructions in files and web pages
- Exercise: Document three personal safety rules for using Cowork in your work.
- Outcome: Each participant will have delegated three real tasks to Cowork, reviewed the results, and configured a scheduled task.
- 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 basic Claude functionality.
Target Audience
- Knowledge workers, administrative support staff, and project or department leaders looking to delegate comprehensive tasks to Claude rather than engaging in incremental chat-based workflows.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
