Master Claude Cowork in 28 Minutes
By Ali H. Salem
Summary
Topics Covered
- AI Safety Trumps Open-Source Speed
- Connectors Fix Generalist AI Limits
- Custom Skills Enforce Brand Consistency
- Scheduled Tasks Enable Autonomous Execution
- Personalization Eliminates AI Annoyances
Full Transcript
A key trend in 2026 is the move from chatting with AI to letting it execute the work for you. One of the front runners in this space is Claude Co-work, which is essentially a product that lets
non-technical people tap into agents that automate the work away for them. It
can do things like creating reports and presentations, organize files and emails, research and analysis, or general work automation. And one thing
worth calling out which I particularly appreciate is that this product comes from Anthropic who is known to put AI safety at the center of everything they build. So compared to a lot of the
build. So compared to a lot of the open-source alternatives, the risk of something going sideways here is meaningfully lower. And by the end of
meaningfully lower. And by the end of this video, you will know exactly how to get the most out of Claude Code, even if you're a complete beginner. And because
I respect your time, I will highlight the key topics in this video so you can skip ahead if you're here for something specific. If we haven't met before, I'm
specific. If we haven't met before, I'm Ali Salam and I currently work as a director in a tech company. And on this channel, I'll help you turn tech and finance into your personal advantage.
In order to access Claude Co-work, all you need to do is create your account on claude.ai. Once you log in, this will be
claude.ai. Once you log in, this will be your landing page. And you just need to navigate to the download symbol at the bottom. Once you click it, you will have
bottom. Once you click it, you will have a download section here for co-work. And
once you've set it up, it's going to look something like this. It looks
fairly similar to the view that you had in the browser, but this is the actual cloud application. And it has way more
cloud application. And it has way more capabilities. The important thing to be
capabilities. The important thing to be aware of is that you have three tabs at the top. You can see chat, co-working
the top. You can see chat, co-working code. So chat is where you would chat
code. So chat is where you would chat with claude but it won't execute any work for you. So basically you can expect this to work similar to chat GPT.
If we shift to claude code this is designed for developers. It writes code, build software, run script etc. And then we have co-work in the middle and that
essentially bridges the two worlds.
What's really nice is that the UI is super simple, right? It looks the same as any other chat window. And honestly,
the time investment to learn how to use Claude Co-work is very small, but the capability or the skill cap of what you can do if you master it is very high.
So, it's really going to be your ambition that sets the limit of how much you get out of Cloud Co., but even with very little input, you're going to get tons out of it. So, let's just cover some of the basic principles that you
need to know of. You give Claude access to certain folders via this button and then you execute tasks on your behalf in the chat as you would normally do in any of the other chatbots. You have the
model selection on the right hand side here. So sonnet is basically the one
here. So sonnet is basically the one that you can use for generalist tasks.
Opus is what you would use for more advanced tasks and haiku is what you would use for quick answers. Honestly,
when I'm using co-work, I basically just stick to sonnet 99% of the time. If I'm
doing something super advanced, I might switch over to Opus, but rest of the time, I'm basically just plugged into Sonnet, and that works great. For the
extended thinking at the bottom, I don't ever toggle it off. It consumes a bit more tokens, but then I am also sure that I don't need to toggle it on and off depending on the complexity of what I'm asking. It just saves me more time.
I'm asking. It just saves me more time.
I would just keep it on unless you are very picky about the token cap. Under
the plus sign, there's one thing you need to know how to use, and that is the connectors. So, we will be using this
connectors. So, we will be using this quite a lot in the video. I will return to this. But what you need to know about
to this. But what you need to know about the connectors for now is that it allows you to plug into external tools as you can see here and use workflows outside of Claude Co-work. But again, we'll
return to that later in the video. For
now, that's all you need to get started.
So, let's get the show on the road.
So, as I mentioned earlier, what makes Claude Co-work different than the other AIS is that it not only chats with you, but actually executes work on your behalf. Let's put that statement into
behalf. Let's put that statement into action by letting Claude co-work go out and find us a set of reports on a topic of our choice. Let's do AI adoption and
then build us a report based on the sources that it finds. So, we'll start off by selecting a folder. Once you've
selected your folder path, all you need to do is confirm the folder selection.
And then it's going to ask you whether it's allowed to change the files here.
So you can either click allow once or you can click always allow. I will do the lazy option here. Then we'll just drop in our prompt. So let's say search
online for the most recent reports from MBB big four on the enterprise AI
adoption. then create a professional
adoption. then create a professional report source selection at the end. All
right, let's fire this one away. Once
you actually put it to work, you will notice a couple of things happening. So
on the right hand side, you will see that it outlined the plan. Then you see the folder path that we've selected. And
lastly, you're going to see the context window that it's using. So it's going to use the connectors, which is in this case the web search. We will see more advanced MCPS later in the video. Then
we have the skills that it's putting to work here. So, because we asked it to do
work here. So, because we asked it to do a report, it's going to pick up the docs uh skill. I don't even know how to
uh skill. I don't even know how to pronounce this. Docs. And one thing that
pronounce this. Docs. And one thing that is good to know is that you can have multiple agents working at the same time on different tasks. All you need to do is open a separate window, fire off
another task, and you will see them stacking up at the bottom here and working concurrently. All right, so the
working concurrently. All right, so the report seems to be finished. Let's go to our folder and we can indeed see that it's built up a word file here. Let's
pop it open and look at that. I think it looks pretty good. It's starting with an executive summary and then it's breaking down the report into its various chapters. So, we don't need to go into
chapters. So, we don't need to go into detail of it, but I think this looks like it's drawn a couple of insights. It
structured it up into digestible points and at the end it has indeed left a source selection. I think I misspelled
source selection. I think I misspelled it. I was supposed to say source
it. I was supposed to say source section, but hey, potato patata, right?
Anyways, let's go back into Claude and get it to build out a presentation for us based on this report. So, let's just simply say build a corporate
presentation based on the report. And
here we can see that it's now pulled in the PowerPoint skill to augment the material into a deck. All right, so it has finished generating the presentation. We can see that it built
presentation. We can see that it built out 13 slides and the structure of each slide is outlined here. Let's go back to our folder and see. And we do indeed
have a PowerPoint deck here. Now, let's
plug that open. Okay, so it has clearly created a deck.
But let's be honest, it doesn't look great, right? Like some of these slides
great, right? Like some of these slides look okay, I guess, but it's not a great deck. And there's actually a specific
deck. And there's actually a specific reason for that. And that is because we're now kind of pushing the boundaries of what Claude is capable of doing
completely alone. And if we want to
completely alone. And if we want to enhance this, we would need Claude to connect to external sources or tools that are specialized for the task at hand. in this case, building
hand. in this case, building presentations. So, that's what we're
presentations. So, that's what we're going to do next.
Generalist AIS will cover the majority of what you want to do, but every now and then you will bump into tasks that a generalist AI either cannot do or as we
just saw, it can do the task, but the output is not at the right quality. And
for both of these two scenarios, we need to turn to external tools to solve them properly. And the connections to
properly. And the connections to external tools exists in claude by default. And you can access them through
default. And you can access them through the plus sign. Just click and then you move to the connectors tab. And here
you'll see all the connectors that I currently have active. And by the way, connectors and MCPS, model context protocols are used interchangeably in this context. It basically just means
this context. It basically just means that you're connecting to external tools. So, at the most basic level, you
tools. So, at the most basic level, you can see that I have Gmail active here.
When it's turned on, Co-work can read, organize, and send emails on my behalf.
But if I turn it off and then ask Coowwork to do the same activity, it will tell you that it's unable to do so because the connector is not active. And
it's going to tell you to activate it before it can proceed. Now, there are actually a lot of connectors for you to use. So, if you go down to manage
use. So, if you go down to manage connectors, it's going to bring you into this view. If you go to the top and
this view. If you go to the top and click the plus sign and click browse connectors, you will end up in the library. So, you can see that there are
library. So, you can see that there are a lot of connectors in here. And the way I would advise you to use this not to get lost in all the stuff you can do is
use the filters at the top. So, you have the categories up here that you can use to filter down the selection. Um, or you can just use the search button because this is going to essentially search
across their descriptions. So, if you want to, I don't know, connect to Jira, then you can just write Jira and it's going to filter down to the Atlassian MCP. And once you found the connector
MCP. And once you found the connector that you want to use, all you need to do to activate it is just click the plus sign and it will usually take you through an authentication process for whatever you're using. So if you for
example connect your Gmail then it will ask you to log into your Gmail and agree for claw to connect. And once it's set up you will find all your MCPS and connectors here where you will have the
ability to toggle further permissions.
So if you for example are on ClickUp which I use to project manage the workflow when I'm creating my YouTube videos you can decide what Claude is able to do without asking you. So then
you can just click this always allow button or you can move it to needs approval or requests permission. And if
it's something that you're particularly sensitive about, you can just block that activity from ever happening. So when
you're connecting to external tools, this is the view that you can use to always stay in control of what's going on outside of your cloud environment.
Now, circling back to our presentation, we weren't very happy with how that one came out, right? So let's just use one of the connectors called gamma. It is a
specialist AI for AI generated presentations. I've made a video on it.
presentations. I've made a video on it.
Maybe some of you have seen it. And all
we need to do is basically toggle it on.
And then we can prompt Claude to use Gamma to create the presentation again.
So let's just say use the Gamma connector to build a presentation
on the enterprise AI report just generated.
And now we can see that in the context window it has indeed plugged in the gamma mcp and it's confirmed that here the gamma connector is already available. Let me feed it the full
available. Let me feed it the full report content. Okay, so it seems like
report content. Okay, so it seems like the report is ready. Let's pop it open.
Okay, so before we actually go through the deck, let's just look at the old one for reference. So this is what Claude
for reference. So this is what Claude created and you can see that although the text is there, it seems to fail on a lot of points. So, for example, it's just plugged in a line here in the middle of the title. Doesn't seem to
realize that that's not visually appealing at all. The fonts are a bit weird. Doesn't seem to be a clear
weird. Doesn't seem to be a clear structure around how it's telling the story, etc. If we now move over to Gamma, it looks like this. Even at first glance, the first page looks much
better, right? Let's move down.
better, right? Let's move down.
Executive summary. I think it looks a bit light, but still cleaner.
Yep. Yep. Yep.
So you can see this looks much more professional. This this could actually
professional. This this could actually be a really good deck given some more work. And when you use gamma, you can
work. And when you use gamma, you can actually steer the model in how you want it to build out the deck a little bit more than I did. So if you want it to be a little bit more prescriptive or follow
a certain structure, maybe outlining the straw man with the title headers and somewhat of a rough structure on the content that you want on each slide, it will follow that fairly well. But this
looks much better than the claw generated presentation.
Claude skills deserves more time than I will give it in this section of the video. And I have made a full video on
video. And I have made a full video on how to use it. I'll link it up here for anyone that wants to delve deep, but I'll cover the summary here. Claude
skills for anyone new to the concept are instructions that Claude loads dynamically when executing tasks. This
could be things like analyzing data according to your specific playbooks, applying brand guidelines, or general work automation. You'll find the skills
work automation. You'll find the skills section by clicking customize and then clicking skills. Now, there are two
clicking skills. Now, there are two types of skills that you need to be aware of. First, you have the anthropic
aware of. First, you have the anthropic skills, which are the out ofthe-box skills that comes with Claude by default. Then you have custom skills and
default. Then you have custom skills and those can either be skills that you generate or you can load skills that someone else has generated. Often times
those are referred to as community skills. And we're going to create a
skills. And we're going to create a skill of our own today just so you can see how that would look. And the way we create a skill is actually not much harder than just asking Claude to create
it after we describe what we're trying to achieve. So I will drop in my prompt
to achieve. So I will drop in my prompt that I will use to create my skill today. It looks like a lot of details.
today. It looks like a lot of details.
It's just because I have created quite a few skills, so I know what I'm looking for, but it does not need to be this detailed. It could just be a couple of
detailed. It could just be a couple of sentences of what you want to achieve, and then Claude will help you refine the rest. But let's just quickly go through
rest. But let's just quickly go through what I have in here. So, I will essentially ask Claude to create a skill that applies my YouTube brand theme on either presentation decks or reports.
So, it's going to start off by explaining what we're trying to do.
create a cloud skill called Ali's YT brand skill that applies Ali's YouTube channel brand styling to documents and presentations. So first you have a brand
presentations. So first you have a brand identity. So you have the color palette
identity. So you have the color palette of beige and Brunswick green and then you have the topography. So it's going to try to use Ariel if that exists and if not the fallback is first going to be
Helvetica and then it's going to be sans serif. The next section is scope and
serif. The next section is scope and this essentially outlines how it is applying the theme into the word document and PowerPoint presentation respectively. You can go all the way
respectively. You can go all the way down to details here of explaining the font size and you know you could dump in the details that you want in here. This
is just the level that I placed it at for this round. After that you have a section for skill behavior. I have
broken down this section into two kind of subcategories. The first explaining
of subcategories. The first explaining when it should trigger. So when the user asks to apply Alice brand or Alice YT brand etc. But then a secondary subcategory explaining when I don't want
it to trigger. And the last two sections are basically implementation notes and a skill description. So with that said,
skill description. So with that said, let's do the same thing as we talked about in the beginning. Let's set a working folder. And a good practice is
working folder. And a good practice is to separate every project into a separate folder. So I've created Alli's
separate folder. So I've created Alli's YouTube brand skill. I'm selecting that folder. Always allow. And that's
folder. Always allow. And that's
basically it. And the reason why it is this simple is because there is a skill to create skills. So you can see that it actually pulled that skill in right
here. It's called skill creator. It's
here. It's called skill creator. It's
applying that skill anytime you ask it to create a skill. That's why it doesn't need to be much harder than just explaining what it is you're trying to achieve. And in a second you will see
achieve. And in a second you will see that it will also trigger an evaluation loop, which is super cool. Okay, so
we've received the evaluations and the way you should read this is it's essentially comparing like when I apply the skill, how well do I perform versus
when I don't apply the skill for the same task. So we can see that it's
same task. So we can see that it's created a report in the first evaluation and it looks like it scored six out of six in both scenarios which I find is a bit strange. In the second scenario
bit strange. In the second scenario created a PowerPoint and in this version the scale got six out of six. The
baseline model got five out of six and it's explaining why here skill wins baseline missed the beige slide background. And then the last evaluation
background. And then the last evaluation says prompt engineering docs who created another report and here we have the same outcome. So the skilled wins baseline
outcome. So the skilled wins baseline used white background instead of beige.
So let's actually take a look at some further details in the evaluation. So
you can see the prompt that I created in order to run the evaluation and you can see the output file. We can take a look at that in a second. And here we have the formal grades. So if we download
this, can pop open the file itself. And
I'm not very happy with this, right?
It's not using a beige background. It is
using the green fonts, but it's definitely not using the beige background. Now, honestly, I'm not sure
background. Now, honestly, I'm not sure if there is an augmentation happening here because I use dark mode in my word file, but I'm going to tell Claude that
I'm not very happy with this. So, let's
give it the feedback. I don't see a beige background in the output file.
Please ensure that is fixed in the next iteration. Let's actually take a look at
iteration. Let's actually take a look at the PowerPoint deck as well. Okay, so
this looks much better, right? So this
actually followed the instructions that we gave it. It has a beige background and it has the green or bronze green I should say color on the fonts. Let's add
the comment here. the PPTX meets the expectation. The way the evaluations
expectation. The way the evaluations work is it's going to give you the task with the skill and the task without the skill. So this is the first evaluation
skill. So this is the first evaluation with the skill. This is the first evaluation without the skill. This is
the second evaluation with the skill.
This is the second without the skill, etc. So what we just did was basically plug in the feedback on the uh evaluations where we had a skill
applied. So, with that said, let's plug
applied. So, with that said, let's plug that in. Now, let's go back and tell
that in. Now, let's go back and tell Claude, I am finished reviewing. Please
apply the fixes. All right, so Claude has now fixed our requested adjustments.
All we need to do at this point is click this copy to your skills button and it will automatically transfer it over to our skills repository. So, let's fire
that off. And it's telling us that it's
that off. And it's telling us that it's copied it over to the skills. Let's go
there and have a look. And here we go.
So once it's here, you can actually see the details of it. This is how the skill itself looks. This is the content of the
itself looks. This is the content of the skill file, which is just a markdown file. Now, let's put this one into use
file. Now, let's put this one into use just to see how it actually works. We
can go back to our AI adoption chat. And
then we basically just say apply the Ali's YT brand skill on the enterprise AI report you created. and save it as a
new version.
Let's fire this off. And we can now see that it has indeed pulled in our newly defined custom skill. So let's see how this actually turns out.
Okay, so it's finally done. Now for
reference, this is how the original looked. Or actually, let's scroll up a
looked. Or actually, let's scroll up a little bit because I have dark mode on, so I don't think it does it justice.
Let's pop it open here instead. And
you'll see that with a bite white background, this looks a little bit more corporate, right? Looks pretty good.
corporate, right? Looks pretty good.
Now, let's scroll down and see how it applied our brand theme onto the same document. And as we can see, we have a
document. And as we can see, we have a beige background with green text. So,
this does indeed follow our brand guidelines. So anytime I will now create
guidelines. So anytime I will now create a PowerPoint deck or a report that I want to comply to my brand themes, I can now apply this skill to have a coherent
and consistent structure of the material that I create for the channel. And you
can of course apply the same in your corporate role. I also mentioned that
corporate role. I also mentioned that you can download community skills. The
most common place to find them is on GitHub. And the only pointer I want to
GitHub. And the only pointer I want to give you is to be careful when you download community-based skills because what you're essentially doing is you're
downloading external instructions that will fire off in your clawed cowwork which can execute on your behalf, right?
So you will be at risk for what is referred to as prompt injections, meaning that you would have malicious prompts taking over your computer. So if
you're going to do external skills, then just make sure that you review whatever you're downloading carefully. You can
pass the whole skill through Claude just to make sure that there's nothing crazy going on in there. But with that said, there are a lot of skills that you can recycle from the community which are
really, really good. So check that out in case you're curious about it.
So by now you know how to execute tasks using claude co-work and the only thing missing is for claw to trigger these tasks autonomously without your input
and this mechanism is something that we refer to as scheduled tasks and you'll find the scheduled tasks in the left side menu. So if you click scheduled you
side menu. So if you click scheduled you will end up in a view where you will have all your scheduled tasks summarized for you. Now if you click new task you
for you. Now if you click new task you will have those two components i.e. the
execution and the autonomous trigger available for you in one view. So what
you would do is you would set up a name for your scheduled task. You can add a description and then you add the prompt.
This is the execution that we have been working with up until now and the trigger is set below. So you can see that there is a tab here called frequency. So you can set it to run at
frequency. So you can set it to run at whatever cadence that you want. Now, you
can be creative here. You can go for something super simple like brief me on the most important emails when I wake up. Or you can go for something more
up. Or you can go for something more advanced like connecting your CRM to Claude Co-work and then have it review any changes that happened in the last 24 hours and give you a briefing on what
your sales team have been up to so that you can support them accordingly. And
you can build on top of that, right? If
you see that your sales rep haven't reached out to a certain customer within a certain amount of time, then you can automate away an email and say, "Hey, is there a reason why you haven't reached out to customer why within the last 3
days?" So, you can stack this on top of
days?" So, you can stack this on top of each other as well, right? Really, the
world is your oyster. But let's do an example here. Let's say that we're going
example here. Let's say that we're going to fly somewhere. Let's do Spain. We
like Spain. And we want to know when the right time is to buy the tickets. So,
what we would do then is we'll add a name. Let's say uh flight planner. In
name. Let's say uh flight planner. In
the description, we can say recommends when I should buy my ticket to Spain.
And here in the prompt, all we need to do is reference what we're trying to achieve. And if we're going to use an
achieve. And if we're going to use an MCP, which I will do in this case, then we call that out. So, let's say I am
flying from Stockholm to Barcelona and I want to know when the right time is to
buy the ticket. Use the kiwi.com MCP to evaluate ticket prices the last 3
months and use your knowledge of dynamic pricing to recommend me when I should buy the tickets. And let's set this up
for a daily cadence. And this is using military time. I mean here in Sweden we
military time. I mean here in Sweden we we use this by default. So this is 900 a.m. And the last thing that is good to
a.m. And the last thing that is good to be aware of is that you can of course pick your model, but more importantly, you do your folder selection here. So
not that I'm expecting claw to create any documents, but as a good practice, let's indeed select the folder anyways.
And let's fire this away. And now you'll see that it shows up as one of our scheduled tasks. And at any point in
scheduled tasks. And at any point in time, you can go into it. You can edit the same fields that we just worked with. And if you want to trigger it, you
with. And if you want to trigger it, you can run it right away and you'll see what happens. And something that is
what happens. And something that is pretty good to be aware of here is that you will have the history of when the scheduled task has run. So if you want to go back to pick something up that you know that you saw a couple of days ago,
you can just navigate over to your history field here and just select the entry that you want to take a look at.
So anytime you click it, you will actually be brought into the chat itself. It's starting to structure it
itself. It's starting to structure it up. It's telling me when the cheapest
up. It's telling me when the cheapest fairs are. April 17th, May 15th.
fairs are. April 17th, May 15th.
Obviously, I missed a very important step here, which is to tell it when I want to fly. So, now it gave me a couple of options. But hopefully, this will at
of options. But hopefully, this will at least give you an indication of how this would work as it is still giving us a recommendation of when the right time to buy is. And it's actually also
buy is. And it's actually also recommending when we should be flying.
So, again, creativity sets your limits here. Go wild.
here. Go wild.
As you work more with Claude Co-work, you will find things that you like and you will find things that you don't like. And in order to steer Claude
like. And in order to steer Claude Co-work down the happy path, you want to leverage personalization settings. Now,
you do that by navigating down to your name and you click the settings tab. And
there are two personalization settings you need to be aware of. So, first you have your claude personalization. This
is not restricted to co-work. This will
apply across any of the three tabs that you have. And you can see in my case, I
you have. And you can see in my case, I have a specific way that I want Claude to operate with me. You can see that I've structured it up under five different categories here. So, under
communication, I don't want contractions like I' or will. I I never write this stuff, right? So, I just picked up that
stuff, right? So, I just picked up that it sometimes does this when it's writing for me. The second is the tone. So,
for me. The second is the tone. So,
professional and direct, confident without hedging. you know when it always
without hedging. you know when it always kind of gives you this buts and ifs. I
basically wanted to take that out unless there are some true uncertainties that I need to be aware of. Then some inputs around the formatting. So for example, avoid excessive bold emphasis. Just keep
it simple, right? Um in terms of problem solving, I have a very particular way that I wanted to approach problems because what happens otherwise is that I
see how it solved the problem and I know that I would have wanted it to do something different. So rather than me
something different. So rather than me doing that in every chat, I've just outlined the things that I wanted to do here. Search online for any topic that
here. Search online for any topic that is not obviously settled in knowledge.
So you've probably seen when Claude goes like, "Yeah, anti-gravity doesn't exist.
That was just a prank." But in reality, it's just that the Claude model wasn't fed with information that is so recent that it, for example, knew what uh
Google anti-gravity is. I also have some steer around the sources. So I prefer that it picks primary sources rather than aggregators. So if I for example am
than aggregators. So if I for example am asking about something around anthropic documentation then I wanted to actually pick up the anthropic official documentation rather than thirdparty
websites. So feel free to copy this if
websites. So feel free to copy this if you think this resonates with you. Uh
it's just a personal preference, right?
But the idea is that you pick up on what you think works well for you and you plug it in here. Now co-work actually has its specific section as well and you'll see that for me it's actually
much shorter. So, if you just navigate
much shorter. So, if you just navigate over the co-work and then go to global instructions, you'll have this edit button. And these instructions will
button. And these instructions will apply to the co-work tab only. And
you'll see here that most of this is just sanitary things. There is
definitely some echoing going on here in the first two points with top- down communication as well, but most of it is just the sanitary stuff. So, file
formats. I prefer my file format the same way that we structure up the dates here in Sweden. I know this is not the way that you do it in the US, for example. you I think you switch it
example. you I think you switch it around if I'm not mistaken but this is the way I do it and then underscore descriptive name and then I have some information around how I want to structure up the files etc. So the point
is instead of you having to get annoyed every time that it executes certain activities such as file structuring inconsistently across your different folders then you can just plug that in
here as a one and only structure that it will follow when it executes this. And
now you know how to use claude co-work.
If cla skills is something that you want to cover in more depth than what we did in this video, then I will point you to this video over here, which is where we'll take a proper deep dive on cloud
skills. As always, thank you for
skills. As always, thank you for trusting me with your time. And until
next time, take care.
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