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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated work
- Understanding the current capabilities and limitations of Cowork
- Identifying tasks that are suitable for delegation
Briefing Claude Like a Colleague
- Defining goals, context, constraints, and final deliverables
- Utilizing example files and templates effectively
- Exercise: Drafting and refining a task brief
Research and Documentation
- Conducting topic research and gathering relevant sources
- Drafting, restructuring, and summarizing documents
- Exercise: Compiling a briefing document from multiple source files
File and Spreadsheet Management
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Exercise: Integrating multiple files into a single comprehensive overview
Review and Control
- Verifying results, sources, and numerical data
- Managing access permissions and identifying restricted areas
- Handling confidential content responsibly
Daily Workflow Integration
- Creating reusable task briefs and checklists
- Identifying scenarios where delegation adds value versus where it does not
- Finalizing your personal delegation plan
Requirements
- Familiarity with using chat-based AI assistants
- Proficiency in managing files and folders on a computer
- No programming background is required
Target Audience
- Business professionals looking to offload multi-step workflows to an AI assistant
- Analysts, project managers, consultants, and executive assistants
- Team leaders assessing agent-based AI tools for their departments
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
