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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat-based interaction to delegated work.
- Understanding the current capabilities and limitations of Cowork.
- Identifying tasks that offer the most value when delegated.
Briefing Claude like a Colleague
- Defining goals, context, constraints, and deliverables.
- Utilizing example files and templates effectively.
- Practical exercise: Drafting and refining a task brief.
Research and Documentation
- Investigating topics and gathering relevant sources.
- Drafting, reorganizing, and summarizing documents.
- Practical exercise: Compiling a briefing document from multiple source files.
Files and Spreadsheets
- Organizing, renaming, and extracting data from files.
- Cleaning and analyzing spreadsheet data.
- Practical exercise: Integrating multiple files into a single overview.
Review and Control
- Validating results, sources, and numerical data.
- Managing access permissions and restricting sensitive areas.
- Processing confidential content with care.
Daily Workflow
- Creating reusable task briefs and checklists.
- Evaluating scenarios where delegation is beneficial versus ineffective.
- Finalizing a personal delegation plan.
Requirements
- Familiarity with chat-based AI assistants.
- Proficiency in managing files and folders on a computer.
- No programming knowledge is required.
Target Audience
- Professionals seeking to offload complex, multi-step workflows to an AI counterpart.
- Analysts, project managers, consultants, and administrative assistants.
- Team leaders assessing agent-based assistants for departmental use.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
