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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated workflows
- Current capabilities and limitations of Claude Cowork
- Identifying tasks suitable for delegation
Briefing Claude as a Colleague
- Defining goals, context, constraints, and deliverables
- Utilizing example files and templates
- Exercise: Drafting and refining a task brief
Research and Documentation
- Investigating topics and gathering sources
- Drafting, restructuring, and summarizing content
- Exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Exercise: Integrating multiple files into a single overview
Review and Control
- Validating results, sources, and figures
- Managing access permissions and restricted areas
- Protocols for handling confidential content
Daily Workflow
- Creating reusable task briefs and checklists
- Evaluating when delegation adds value versus when it is impractical
- Developing a personal delegation strategy
Requirements
- Familiarity with using chat-based AI assistants
- Proficiency in navigating files and folders on a computer
- No prior programming knowledge required
Target Audience
- Business professionals seeking to offload multi-step processes to an AI counterpart
- Analysts, project managers, consultants, and executive assistants
- Team leaders assessing agent-based assistants for their department
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
