Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Introduction
- Transitioning from simple chat interactions to delegated workflows
- Current capabilities and limitations of Cowork
- Identifying high-value tasks suitable for delegation
Directing Claude like a Colleague
- Defining objectives, context, constraints, and deliverables
- Utilizing sample files and templates
- Practical activity: Drafting and refining a task brief
Research and Documentation
- Conducting topic research and gathering reliable sources
- Creating, reorganizing, and summarizing written content
- Practical activity: Compiling a briefing document from multiple source files
File and Spreadsheet Management
- Organizing, renaming, and extracting data from files
- Data cleaning and table analysis
- Practical activity: Merging multiple files into a single comprehensive overview
Review and Oversight
- Verifying results, source accuracy, and numerical data
- Managing access permissions and defining security boundaries
- Protocols for handling confidential information
Daily Workflow Integration
- Developing reusable task templates and checklists
- Identifying scenarios where delegation adds value versus those where it does not
- Formulating a personal delegation strategy
Requirements
- Familiarity with using chat-based AI tools
- Proficiency in managing files and folders on a computer
- No programming background is necessary
Target Audience
- Professionals seeking to offload multi-stage workflows to an AI counterpart
- Analysts, project managers, consultants, and administrative assistants
- Team leaders assessing the integration of agent-style assistants within 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
