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Duration 7 hours
Course Outline
Introduction
- Transitioning from chat to delegated work
- Current capabilities and limitations of Cowork
- Identifying tasks that benefit from delegation
Briefing Claude like a colleague
- Defining goals, context, constraints and deliverables
- Utilising example files and templates
- Exercise: Drafting and refining a task brief
Research and documents
- Investigating topics and gathering sources
- Drafting, reorganising and summarising documents
- Exercise: Compiling a briefing document from multiple source files
Files and spreadsheets
- Organising, renaming and extracting data from files
- Sanitising and analysing tables
- Exercise: Merging multiple files into a single overview
Review and control
- Verifying results, sources and data accuracy
- Managing access permissions and restricted areas
- Protocols for handling confidential content
Daily routine
- Developing reusable task briefs and checklists
- Assessing where delegation adds value versus where it does not
- Formulating a personal delegation plan
Requirements
- Familiarity with chat-based AI assistants
- Confidence in managing files and folders on a computer
- No programming experience is necessary
Audience
- Business professionals looking to assign multi-step workflows to an AI counterpart
- Analysts, project managers, consultants and administrative assistants
- Team leaders assessing agent-style assistants 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
