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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat interactions to delegated work
- Current capabilities and limitations of Cowork
- Identifying tasks suitable for delegation
Briefing Claude like a Teammate
- Defining objectives, context, constraints and deliverables
- Utilizing sample files and templates
- Practical session: Drafting and refining a task brief
Investigation and Documentation
- Researching subjects and gathering sources
- Drafting, reorganizing and summarizing documents
- Practical session: Compiling a briefing document from multiple sources
Files and Spreadsheets
- Organizing, renaming and extracting data from files
- Cleaning and analyzing tabular data
- Practical session: Merging multiple files into a single overview
Review and Oversight
- Verifying results, sources and numerical data
- Managing access permissions and restricting sensitive areas
- Processing confidential content
Daily Workflow
- Creating reusable briefs and checklists
- Identifying scenarios where delegation is beneficial versus impractical
- Developing a personal delegation plan
Requirements
- Familiarity with using chat-based AI tools
- Confidence in managing files and directories on a computer
- Programming knowledge is not a prerequisite
Target Audience
- Business professionals seeking to assign multi-stage workflows to an AI counterpart
- Analysts, project managers, consultants and administrative staff
- Team leaders assessing 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
