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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat-based interactions to delegated workflows
- Understanding the current capabilities and limitations of Cowork
- Identifying tasks that are suitable for delegation
Briefing Claude Like a Colleague
- Defining goals, providing context, setting constraints, and specifying deliverables
- Utilizing example files and templates as reference points
- Practical exercise: Drafting and refining a task brief
Research and Documentation
- Investigating topics and gathering relevant sources
- Drafting, reorganizing, and summarizing written materials
- Practical exercise: Compiling a briefing document from multiple source files
File and Spreadsheet Management
- Organizing, renaming, and extracting key information from files
- Refining and analyzing tabular data
- Practical exercise: Integrating multiple files into a single comprehensive overview
Review and Control
- Verifying accuracy of results, sources, and data points
- Managing access permissions and restricting unnecessary exposure
- Protocols for handling sensitive content
Daily Routine Integration
- Creating reusable task briefs and operational checklists
- Assessing where delegation adds value and where it may not
- Finalizing a personal delegation plan
Requirements
- Familiarity with using chat-based AI assistants
- Proficiency in navigating files and folders on a computer
- No programming background is necessary
Target Audience
- Business professionals seeking to outsource multi-step workflows to an AI counterpart
- Analysts, project managers, consultants, and administrative assistants
- 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
