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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 that are suitable for delegation
Briefing Claude Like a Colleague
- Defining goals, context, constraints, and deliverables
- Utilizing example files and templates
- Exercise: Composing and refining a task brief
Research and Documentation
- Investigating topics and gathering relevant sources
- Drafting, reorganizing, and summarizing documents
- Exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organizing, renaming, and extracting data from files
- Cleaning and analyzing tabular data
- Exercise: Consolidating multiple files into a single overview
Review and Oversight
- Verifying results, sources, and numerical data
- Managing access permissions and restricting unnecessary reach
- Protocols for handling confidential content
Daily Workflow Integration
- Creating reusable task briefs and checklists
- Identifying where delegation adds value versus where it is impractical
- Developing a personal delegation plan
Requirements
- Familiarity with using a chat-based AI assistant
- Confidence in managing files and directories on a computer
- No programming knowledge is required
Target Audience
- Professionals seeking to offload multi-step workflows to an AI counterpart
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-based assistants for departmental integration
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
