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Duration 7 hours
Course Outline
- Day 1: From Request to Completed Task
- Transitioning from chat to delegation
- Understanding Cowork’s capabilities and how it differs from standard chat and Claude Code
- Managing folder access, reviewing plans, tracking progress, and inspecting interim results
- Identifying which tasks are well-suited for delegation and which are not
- Exercise: Categorize three tasks from your current week to determine their suitability for Cowork.
- Crafting effective briefs
- Defining goals, materials, constraints, approval points, and acceptance criteria
- Validating the execution plan before initiating the workflow
- Guiding the process while tasks are in progress
- Exercise: Draft a brief for a real-world task and collectively assess the proposed plan.
- Document and file management
- Organizing folders, renaming, and archiving files
- Synthesizing reports from multiple source files
- Generating Excel spreadsheets and PowerPoint drafts
- Verifying outputs against original source documents
- 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 specific sources and exclusions
- Utilizing Claude in Chrome for website-based investigation
- Verifying sources and requesting supporting evidence
- Exercise: Delegate market or vendor research to produce a sourced table and perform spot-checks.
- Integrating plugins, skills, connectors, and automation
- Utilizing plugins and skills for repeatable workflows
- Connecting to email, calendar, and file storage services
- Configuring scheduled tasks, such as a weekly report every Friday
- Exercise: Set up a scheduled task for a recurring report.
- Safe working practices
- Restricting access to approved folders and creating backups before significant changes
- Enforcing approval requirements for deletion and distribution
- Mitigating risks from hidden instructions in files and web pages
- Exercise: Define three safety rules for using Cowork in your specific context.
- Outcome: Each participant will have delegated three real-world tasks to Cowork, reviewed the outputs, and implemented 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 functionalities.
Audience
- Knowledge workers, assistants, and project or department leads looking to delegate entire tasks to Claude instead of interacting through sequential prompts.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1600 € + VAT*
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Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
