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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated workloads
- Understanding the current capabilities and limitations of Cowork
- Identifying tasks that offer the highest value for delegation
Instructing Claude Like a Colleague
- Defining objectives, context, constraints, and final deliverables
- Utilizing example files and templates for better results
- Practical exercise: Drafting and iterating on a task instruction
Research and Documentation
- Investigating topics and gathering reliable sources
- Drafting, reorganizing, and summarizing written content
- Practical exercise: Compiling a briefing document from multiple source files
File Management and Spreadsheets
- Organizing, renaming, and extracting data from files
- Refining and analyzing tabular data
- Practical exercise: Merging multiple files into a single comprehensive overview
Quality Control and Oversight
- Verifying outputs, source accuracy, and numerical data
- Managing access permissions and restricting sensitive areas
- Protocols for handling confidential content
Establishing Daily Workflows
- Creating reusable task templates and checklists
- Identifying scenarios where delegation adds value versus where it may not
- Finalizing a personal delegation plan
Requirements
- Familiarity with using conversational AI tools
- Proficiency in managing files and directories on a computer
- No prior programming knowledge is necessary
Target Audience
- Professionals seeking to offload multi-step workflows to an AI assistant
- Analysts, project managers, consultants, and administrative support staff
- Department heads evaluating agent-based AI solutions for their teams
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation