About Guides Journal What I Use
Free Guide

How to Get Started with Claude Cowork

The beginner's guide to delegating your work to AI

by Lucia | @reallyusefulai

What's Inside
Section 01

What is Claude Cowork?

Claude Cowork is a mode inside the Claude Desktop app that can actually do work on your computer, not just chat about it.

When you open the Claude Desktop app, you'll see three tabs at the top: Chat, Cowork, and Code. Chat is what most people already know. You type a message, Claude replies, and you go back and forth. Cowork is different. It has access to your local computer files, which means it can read, create, edit, and organise things for you.

Think of it like the difference between brainstorming with someone and actually delegating work to them. Chat is brainstorming. You talk through ideas, then you go away and do the work yourself. Cowork is delegation. You describe what you want done, it creates a plan, you approve it, and it does the work.

That's why Cowork calls its conversations "tasks" instead of "chats". The whole point is getting things done, not just talking about them.

Who is this guide for?

Anyone who wants to start using AI to actually do their work, not just answer questions. I'm not a developer. Cowork is how I get most of my daily work done. It's much easier than Claude Code (no terminal needed), and it's available on all paid Claude plans starting at $20/month.

Claude ChatClaude Cowork
You brainstorm, then do the work yourselfYou describe the work, Claude does it
Can't see your filesCan read and edit files on your computer
ConversationsTasks
Good for research and writingGood for organising, creating, and automating
Section 02

Download and Set Up

Getting Claude Cowork running takes about two minutes. Here's exactly what to do.

Read permission requests carefully at first

The first few times you use Cowork, it will ask permission before reading or changing files. Read each request so you understand what it's doing. Once you're comfortable, you can click "Always Allow" to let it work without asking every time. You can grant access to multiple folders.

Already have Claude Desktop?

If you already have the Claude Desktop app installed, just open it and make sure it's updated to the latest version. The Cowork tab should already be there. If you don't see it, check for updates in the app menu.

Section 03

The Interface (Quick Tour)

Before you start your first task, here's a quick look at what everything does.

You don't need to memorise this

Just start using it. The layout is intuitive, and you'll learn where things are as you go. The most important things are the prompt box at the bottom (where you type) and the right panel (where you watch Cowork do its thing).

Section 04

Your First Task

Let's do something real so you can see how Cowork actually works. This will take about 30 seconds.

Make sure you've granted Cowork access to a folder (Section 02, Step 6). If you're using a "playground" folder, that's perfect.

Copy and paste this into the prompt box:

Organise my Downloads folder into subfolders by file type

What happens next: Cowork reads your Downloads folder, looks at every file, creates a plan in the right panel showing you exactly what it intends to do (create subfolders like "PDFs", "Images", "Documents", etc.), and then asks your permission before moving anything. Once you approve, it organises everything. You can watch the files move in real time.

This is the "wow" moment

The first time you watch Cowork actually move files around on your computer, it clicks. This isn't a chatbot. It's doing real work on your real files. That's the difference between Chat and Cowork.

Ready for something bigger? Try this:

Summarise all the PDFs in my Documents folder into a single page

Cowork will read every PDF in the folder, pull out the key information from each one, and create a clean summary document. All from one sentence.

Don't worry about getting the prompt perfect

You don't need to be precise. "Sort my files" works just as well as "Organise my Downloads folder into subfolders by file type." Cowork will figure out what you mean and ask questions if it needs more detail.

Section 05

Install Your First Plugin

Plugins give Cowork extra skills. Think of them like apps for your AI assistant.

Start with one or two plugins

You don't need to install everything. Start with the one or two categories most relevant to your work. You can always add more later.

Section 06

Connect Your Tools

This is where Cowork gets really powerful. You can connect it to apps you already use, so it can work with your real data.

Once connected, try these:

Summarise my most urgent emails from this week
What meetings do I have tomorrow?
Be careful with permissions

Read each permission request before you approve it. You're giving Cowork access to real accounts with real data. Start with read-only access if the option is available, and upgrade to write access once you're comfortable with how it works.

Section 07

Train Claude on Your Voice

This is one of the most useful things you can do. Once Claude knows how you write and speak, everything it creates sounds like you, not like a robot.

Start with the interview prompt. Copy and paste this:

Interview me until you're 95% confident you can write content in my brand voice

What happens: Claude will ask you a series of questions about how you communicate. Your tone, the words you use, the words you avoid, how formal or casual you are, what your audience expects. It takes about 15 to 45 minutes depending on how much detail you give, but you only need to do it once.

Keep updating it

Your voice evolves. Whenever you notice something you don't like in Claude's writing, just tell it. For example: "Update my brand voice to never use hashtags" or "I never start sentences with 'So'." Claude will update the document and remember for next time.

Why this matters

Without a brand voice document, every piece of content Claude writes sounds generic. With one, it sounds like you actually wrote it. I use mine for social media posts, emails, and pretty much everything. It's the single biggest quality improvement you can make.

Section 08

Schedule Tasks to Run Automatically

This is where Cowork starts working for you even when you're not at your computer. You can schedule any task to run on a repeating schedule.

Here's a great one to start with:

Research trending AI news and create 10 content ideas for my social media. Save them to a file called content-ideas.md in my Documents folder.

Set this to run every Saturday morning, and you'll have fresh content ideas waiting for you at the start of every week.

More scheduling ideas

Daily: Summarise my unread emails and flag anything urgent.
Weekly: Organise my Downloads folder by file type.
Monthly: Create a summary of all the documents I've worked on this month.

Your computer needs to be on

Scheduled tasks run on your computer, so it needs to be turned on (or sleeping, not shut down) at the scheduled time. If you miss a scheduled run, you can always trigger it manually from the Schedule panel.

Section 09

What to Try Next

You've got Cowork set up, you've run your first task, and you know how the interface works. Here are some things to try now.

The mindset shift

The hardest part isn't learning the tool. It's changing the habit. Every time you're about to do something manually, pause and ask yourself: "Could I describe this to Cowork instead?" Most of the time, the answer is yes.

You're all set.

Claude Cowork is running, your first task is done, and you know how to make it work for you.

Have any questions? Just DM me @reallyusefulai on Instagram or TikTok

More free guides at reallyusefulai.co/guides

← Back to all guides