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Duration 7 hours
Course Outline
Introduction
- Transitioning from conversational interaction to delegated workflows
- Current capabilities and limitations of Cowork
- Identifying tasks that offer the most value when delegated
Briefing Claude Like a Colleague
- Defining goals, context, constraints, and deliverables
- Utilizing example files and templates for guidance
- Exercise: Drafting and refining a specific task brief
Research and Documentation
- Investigating topics and aggregating relevant sources
- Drafting, restructuring, and summarizing written content
- Exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting data from files
- Sanitizing and analyzing tabular data
- Exercise: Merging multiple files into a single comprehensive overview
Review and Control
- Validating outputs, sources, and numerical accuracy
- Managing access permissions and defining security boundaries
- Protocols for handling confidential content
Daily Routine
- Creating reusable task briefs and checklists
- Identifying scenarios where delegation adds value versus those where it does not
- Finalizing a personal delegation plan
Requirements
- Familiarity with using a chat-based AI assistant
- Proficiency in managing files and directories on a computer
- No programming background or experience required
Target Audience
- Business professionals seeking to offload complex, multi-step workflows to an AI collaborator
- Analysts, project managers, consultants, and administrative assistants
- Team leaders evaluating agent-based assistants 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
