00:29
Close · the handout
Cowork cheat sheet
The brief
Inputs: [files, folder, connector] Outcome: [what should exist when you are done] Format: [docx / xlsx / pptx / pdf / md], [length] Reader: [who, how long they have] Rules: [what to avoid, what to ask me first] Show me your plan before you start.
Where things are
| I want to… | Go to |
|---|---|
| Start a Cowork task | Chat | Cowork switch under the message box (or just describe the task, in the merged layout) |
| Add files, plugins, connectors to a task | + in the message box |
| See commands and skills | Type / |
| Keep work together | Sidebar → Projects → + |
| Set standing rules | Settings → Cowork (or General) → Instructions |
| Remove a folder's access | Settings → Trusted folders |
| Install a skill or plugin | Customize → Skills / Plugins |
| Repeat a task | /schedule, or Sidebar → Scheduled |
| Check my usage | Settings → Usage |
| Delete a session | ⋮ next to the task |
One task per role, this week
Physicians
Turn three public guideline PDFs into a one-page comparison table for the team meeting.
Nursing
Turn the unit's education log (no patient data) into a competency tracker in Excel with due-date highlighting.
Pharmacy
Build a slide deck from the P&T committee minutes: decisions, owners, open items.
Quality
Schedule a weekly digest that updates the action tracker from new minutes.
Research
Organise a folder of 40 PDFs by topic and year, and write a reference table with one line per paper.
Admin and HR
Turn a shift-swap spreadsheet into a clean monthly roster with a summary tab.
Five rules
- One dedicated folder. Synthetic, public or de-identified files only.
- Manual mode until a task has worked three times.
- Ask for the plan first.
- Check every file before it leaves your desk.
- Never point Cowork at a clinical system or a patient record.
Learn more
- CLAUDE.md: standing orders for a folder (Cedar Ward demo, downloadable)
- Watch: Learn 80% of Claude Cowork in under 20 minutes (Jeff Su, with chapter links)
- Get started with Claude Cowork (Anthropic help center)
- Use Claude Cowork safely
- Claude Academy: get started in three steps
- Use plugins in Claude
- Schedule recurring tasks
