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Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat to delegated workflows
- Understanding the current capabilities and limitations of Cowork
- Identifying which tasks offer the best value when delegated
Briefing Claude like a Colleague
- Defining the goal, context, constraints, and final deliverable
- Utilising example files and templates for context
- Exercise: Drafting and refining a task brief
Research and Documentation
- Investigating topics and gathering relevant sources
- Drafting, restructuring, and summarising content
- Exercise: Compiling a briefing document from multiple source files
Files and Spreadsheets
- Organising, renaming, and extracting data from files
- Sanitising and analysing tabular data
- Exercise: Merging several files into a single consolidated overview
Review and Control
- Validating results, sources, and data accuracy
- Managing access permissions and defining security boundaries
- Protocol for handling confidential information
Daily Routine
- Creating reusable task briefs and checklists
- Evaluating scenarios where delegation adds value versus where it does not
- Finalising a personal delegation strategy
Requirements
- Familiarity with chat-based AI assistants
- Confidence in navigating files and folders on a computer
- No prior programming knowledge is necessary
Target Audience
- Professionals seeking to offload multi-stage workflows to an AI colleague
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing agent-style 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
