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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated workflow management
- Understanding the current capabilities and limitations of Cowork
- Identifying which tasks are most suitable for delegation
Instructing Claude Like a Colleague
- Defining goals, providing context, setting constraints, and specifying deliverables
- Utilizing example files and templates to guide the assistant
- Practical exercise: Drafting and refining a clear task instruction
Research and Documentation
- Gathering topics and compiling relevant sources
- Drafting, reorganizing, and summarizing written content
- Practical exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting key information from various files
- Cleaning data and evaluating tabular information
- Practical exercise: Consolidating multiple files into a single comprehensive overview
Review and Control
- Verifying accuracy of results, sources, and numerical data
- Managing access permissions and defining security boundaries
- Best practices for handling confidential material
Establishing Daily Routines
- Creating reusable task templates and checklists
- Identifying scenarios where delegation adds value versus those where it does not
- Finalizing a personal delegation plan
Requirements
- Familiarity with using chat-based AI tools
- Proficiency in navigating files and folders within an operating system
- No prior programming knowledge is necessary
Target Audience
- Business professionals seeking to assign multi-stage workflows to an AI assistant
- Analysts, project managers, consultants, and administrative support staff
- Team leaders assessing agent-based assistants for integration into 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
