Claude Cowork 101 Workshop — The Trusted Voice
TTV Live Workshop · April 2025

Claude
Cowork 101

Stop doing the work that doesn’t need you. Your AI operations manager is ready.

Duration
~60 mins
Format
Hands-on
You’ll need
Laptop + paid Claude account
Pre-work
Download Claude Desktop
Scroll to begin
01
Part One
Intro
The problem

You are the bottleneck
in your own business.

You’re doing the thinking, the doing — and somehow also the admin. The work that doesn’t need your brain is still eating your week.

14+
Roles the average solopreneur plays every week
40%
Of your week on tasks Claude could handle
1
Task you’ll leave here having already delegated
Time savings

What it actually saves you

Estimated time on common tasks — with and without Cowork

Without Cowork
With Cowork
Organise files & folders
45 min
3 min
Compile a weekly report
60 min
8 min
Research a new topic
90 min
15 min
Prep for a client call
30 min
5 min
Draft a proposal section
40 min
7 min
Chase outstanding invoices
25 min
4 min
Today’s session

What we’re covering

Part 1 · 10 min
Intro
Why this tool is different
Part 2 · 20 min
Need to Know
The tools, roles & skills
Part 3 · 30 min
How To
Setup + live task
Part 4 · 5 min
Resources
Your toolkit
02
Part Two
Need to Know
The cast of characters

Four tools.
One system.

Think of running an online business. Here’s who does what.

01 · Claude Chat

Your on-call advisor

Ask anything, get smart answers. Great for one-off tasks. But every session you start from scratch — no memory, no system access.

“Draft me a proposal intro”
02 · Claude Code

Your IT co-founder

Builds the infrastructure — automations, integrations, systems. Lives in the backend. Brilliant, but developer territory.

“Build me a client portal”
03 · Claude Cowork ✦

Your ops manager with the keys

Executes while you sleep. You give it access to your tools and folders. It opens apps, navigates your browser, delivers finished work.

“Chase all outstanding invoices”
04 · Skills

Your SOPs baked in

Write your preferences once — your tone, your ICP, your workflows — and Claude follows them every session. No re-briefing. Ever.

“Always write in my voice, not corporate”
Worksheet 1Match the tool to your business
For each tool, write a real example from your own business
ToolWhat it doesMy example
Claude ChatOn-call advisor, one task at a time
Claude CodeIT builder, creates systems
CoworkOps manager with the keys
SkillsYour SOPs baked in
Skills

Write your SOP once.
Never re-brief again.

Global Instructions in Cowork are your standing brief. Claude reads them every session.

📋

Example Global Instructions

Settings → Cowork → Global Instructions. Paste something like this:

I run [business name], a [what you do] for [who you serve].
My tone is: warm, direct, never corporate.
My ideal client: [describe them].
Always review before sending anything externally.
My working folder: Claude Cowork on Desktop.
Worksheet 2

Which hats are you
wearing right now?

Click every role you touched this week. The ones you click are the ones Claude should be doing.

👈 Click to highlight

Client Work
1Delivering the service
2Managing projects & deadlines
3Writing proposals & reports
Sales & Marketing
4Creating content
5Chasing leads & following up
6Managing inbox & outreach
Admin & Ops
7Invoicing & quoting
8Scheduling & diary management
9Organising files & documents
Finance
10Tracking expenses & cash flow
11Reporting & reconciling
Team & Comms
12Writing briefs & instructions
13Taking meeting notes & actions
14Building presentations & newsletters
03
Part Three
How To
Group discussion → mapping activity

What do you wish you
could delegate?

First we discuss as a group. Then map it for your own business.

01
What task keeps showing up in your week like a bad penny?
02
If a new staff member started Monday — what’s the first thing you’d hand them?
03
Any tasks on a schedule? Monthly? Weekly? Every quarter?
Let’s do it together

Cowork setup
in 5 steps

Everyone follow along. Raise your hand if you get stuck.

1

Download Claude Desktop

Go to claude.ai/download — Mac or Windows. Latest version.

Pre-work if possible
2

Create your “AI Lab” folder

New folder on your Desktop called AI Lab. Drop in 5–10 random work files — old proposals, invoices, notes, anything messy. The messier the better.

Keep it focused, not your whole machine
3

Open the Cowork tab

In Claude Desktop, find the mode selector at the top. Click Cowork — sits alongside Chat.

4

Set your Global Instructions

Settings → Cowork → Global Instructions. Tell Claude who you are, who you serve, how you work. Once. Forever.

Most important step
5

Select your folder and go

Point Cowork at your AI Lab folder. Type what you want. Review the plan. Let it run.

You’re live 🎉
Live activity · 5 min

Your first delegation

Simple, visual, zero stakes. You’ll watch Claude organise your own messy files in real time — and hand back a README that explains your business to you.

Pre-work

Inside your AI Lab folder, make sure you’ve dropped in 5–10 random work files — old proposals, invoices, notes, anything. The messier the better.

Copy & paste this into Cowork
Look at all the files in this folder. Organise them into subfolders by type — proposals, invoices, notes, templates, or whatever makes sense for what you find. Rename any files that have messy names like “doc1” or “final_FINAL”. Then create a file called README.md that lists what’s in each folder and what it’s for. At the end, tell me what surprised you about what you found.
👀

It shows its plan first

Cowork won’t move anything until you approve. Read the plan, then hit continue.

Takes 2–3 minutes

Watch the files get sorted and renamed live. Raise your hand when it finishes.

The README moment

When it’s done, open the README. Claude just summarised your business back to you.

Before you leave

Your one task
this week

Not five. Not a list. One real task you will hand to Claude by Friday.

“By Friday I will delegate…”
04
Part Four
Resources
Take these with you

Everything you need
to keep going

📋

Workshop Worksheet

Cast of characters, roles list, and delegation mapping — print or fill digitally.

Open worksheet
🔗

101 Ways to Use Cowork

101 real tasks you can delegate starting today. No fluff.

thetrustedvoice.co/claude-cowork-101
🎓

The Trusted Voice

Cowork is one tool. TTV is the whole system — PACE, AI toolkit, community.

Join TTV membership