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Duration 7 hours
Course Outline
- Day 1: From Initial Request to Completed Deliverable
- Shifting from Chat to Delegation
- Understanding Cowork's distinct capabilities compared to standard chat and Claude Code
- Managing folder access, execution plans, progress tracking, and interim outputs
- Identifying task types that align well with delegation versus those that do not
- Practical Exercise: Classify three tasks from your weekly workflow to determine their suitability for Cowork.
- Crafting Effective Assignments
- Defining goals, inputs, boundaries, approval gates, and acceptance metrics
- Validating the execution plan before initiating the run
- Guiding the process while the task is in progress
- Practical Exercise: Draft a brief for a real task and collaboratively evaluate the proposed plan.
- Document and File Management
- Organizing directories, renaming files, and systematic filing
- Synthesizing reports from multiple source documents
- Generating Excel tables and PowerPoint drafts
- Verifying output accuracy against original source files
- Practical Exercise: Generate a status report with a task list from a folder of meeting minutes.
- End-to-End Research and Reporting
- Conducting web research with defined sources and exclusion criteria
- Utilizing Claude in Chrome for targeted website investigation
- Verifying sources and extracting supporting evidence
- Practical Exercise: Delegate a market or vendor analysis to produce a sourced table, then perform spot-checks.
- Automation: Plugins, Skills, and Scheduling
- Implementing plugins and skills for repetitive workflows
- Integrating with email, calendar, and file storage systems
- Configuring scheduled tasks, such as automated weekly reports
- Practical Exercise: Set up an automated schedule for a recurring reporting task.
- Security and Best Practices
- Restricting access to released folders and backing up data before major changes
- Enforcing approval workflows for deletion or external distribution
- Mitigating risks from hidden instructions in files or web content
- Practical Exercise: Define three core safety rules for using Cowork in your specific work context.
- Outcome: Each participant will have successfully delegated three real tasks to Cowork, audited the outputs, and configured a scheduled task.
- Shifting from Chat to Delegation
Requirements
- A Claude account with access to Cowork (Pro, Max, Team, or Enterprise tier), the Claude desktop application, and a test folder containing anonymized work files.
- Familiarity with basic Claude functionalities.
Target Audience
- Knowledge workers, assistants, and project or department leads seeking to delegate entire tasks to Claude rather than managing them through step-by-step chat interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
