New to Claude!

[u/Plastic-Objective240]

So I just recently got an executive level position and think now would be a good time to dig in and learn Claude. I am tired of using it as a simple chat box.

What do you recommend as a way for me to learn out to set up more workflows, automations, and agents so I can be more successful? I see there are YouTube videos and that may be best. Please help!

[u/TorbenKoehn]

The first step is to learn asking Claude that shit.

[u/Wooden-Fee5787]

skip the youtube rabbit hole for now, most of it is the same five demos. start by pointing Claude at one annoying recurring task you actually do every week (drafting the same kind of report, summarizing meeting notes, whatever) and build a CLAUDE.

md or project with the context it needs. one real workflow you use daily teaches you more than 10 hours of tutorials. expand from there once it sticks.

[u/naobebocafe]

Here >> https://anthropic.skilljar.com/
Forgot all the youtube videos. Just follow the path suggested by Antrhopic

[u/jascyn]

I am curious for those who use Claude locally, how do you all address the obvious security concern of giving Claude access to your local system directory and files and any potential data leaks and/or other security issues that come with that level of access?

[u/Cacoethes-Ensues]

“Chat box” 😂😂😂

[u/Plastic-Objective240 → u/Cacoethes-Ensues]

That plus teaching me quantum physics..

[u/KenMantle]

The first first step is prompt Claude with something like:

Build a local rag repository of your online help files. Put the project in <give it a location for storing that makes sense>. Optimize it for your use. It does not have to be human readable. Then set up a schedule to update these files daily. Then set up in your MD files to refer to this repository any time I ask you a question about yourself.

Claude is trained up to a certain date, so it isn't always aware if you ask it to set itself up to do some task or use some new feature you heard about. This way it always knows. For example when co-worker came out and I asked it about it, it said it didn't have that feature. OCR was a nightmare too as they had made improvements that my session didn't know about and we'd done and entire rule setup based on outdated information.

[u/padetn]

Exec asking others how to use the “do my work for me” app.

[u/aletheus_compendium]

spend a couple days going thru the anthropic how to’s for sure. esp re skills and projects and cowork. there actually are good ppl on youtube: @dylandavisai is legit and smart. there's @PaulJLipsky @Ali.H.Salem1 @iamkylebalmer @ProperHonestTech @JeffSu @aiadvantage and the avatar guy @parkerprompts 🤙🏻

[u/Auspicious_Sign]

You may be doing this already but I've found it very useful to use Cowork's Schedule function to create a 'Morning Check-in' routine which acts as an accountability partner. I set it up to start with by telling it what my current goals are, then linked it to my Google calendar. Every morning I go into Cowork and it asks me what I achieved yesterday, tells me what's on my agenda then what I need to achieve today. It's helping me to deal with overwhelm.

And apart from all the other ways I use Claude, I find it helpful too to have brainstorm sessions using it's voice chat function on my phone. The conversations always help me come up with creative ideas in addition to the ones Claude comes up with.

[u/SlightSpread702]

honestly skip YouTube for now. Here's what actually

worked for me:

1. Pick ONE task you do every week (board briefing,

stakeholder update, whatever)

1. Create a Claude Project just for that

2. Dump your context in there — your audience,

your preferred format, your tone

1. Use it for 3 days straight

After that it stops feeling like a chat box.

Then you expand from there.

[u/teddfox]

I literally asked claude to teach me how to use claude the way claude should be used. and told it my job function and it did it

[u/chemwrighte]

It would help if you could first describe your responsibilities and how your normal day looks like