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Duration 7 hours
Course Outline
- Day 1: From request to completed task
- Transitioning from conversational queries to delegated execution
- Distinguishing Cowork capabilities from standard chat interfaces and Claude Code
- Managing folder permissions, execution planning, progress tracking, and interim deliverables
- Identifying task types suitable for automation versus those requiring manual oversight
- Exercise: Categorize three weekly professional tasks based on their compatibility with Cowork workflows.
- Crafting effective task directives
- Defining objectives, source materials, constraints, approval milestones, and success criteria
- Validating the execution plan prior to initiating automated processes
- Monitoring and adjusting the workflow during active execution
- Exercise: Draft a comprehensive directive for a real-world task and collaboratively assess the proposed execution strategy.
- Document and file management
- Systematizing directory structures, renaming conventions, and file organization
- Synthesizing data from multiple source documents
- Generating Excel spreadsheets and PowerPoint drafts automatically
- Verifying output accuracy against original source files
- Exercise: Generate a status report including a task list from a folder containing meeting minutes.
- Research to final reporting
- Conducting web-based research with defined source inclusion and exclusion parameters
- Utilizing Claude in Chrome for targeted website investigation
- Validating source credibility and extracting supporting evidence
- Exercise: Delegate a market or vendor analysis to produce a sourced table, followed by a spot-check verification.
- Integrations, plugins, and scheduled workflows
- Leveraging plugins and skills to automate recurring operational processes
- Connecting to email, calendar, and enterprise file storage systems
- Configuring scheduled tasks, such as automated weekly reporting
- Exercise: Implement a scheduled task for a recurring reporting requirement.
- Security and operational safeguards
- Restricting access to authorized folders and implementing backups prior to significant modifications
- Enforcing approval gates for deletion and external data transmission
- Identifying and mitigating risks associated with hidden instructions in files and web content
- Exercise: Establish three security protocols for Cowork usage within your specific operational context.
- Outcome: Each participant will have delegated three substantive tasks to Cowork, validated the outputs, and configured a scheduled workflow.
- Transitioning from conversational queries to delegated execution
Requirements
- A Claude account with access to Cowork (Pro, Max, Team, or Enterprise), the Claude desktop application, and a test folder containing anonymized operational files.
- Familiarity with basic Claude functionalities.
Target Audience
- Knowledge workers, administrative assistants, and project or department leads seeking to delegate entire task cycles to Claude for government applications, rather than managing step-by-step interactions.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
