My full Cowork setup, in five steps
This is the whole thing — the setup I actually run. Five steps, three copy-paste prompts, about an hour if you do it properly. Do them in order; each one feeds the next. Everything after this section is the deeper reference if you want it.
What you'll have at the end
A Claude that knows who you are, is connected to your real tools, writes in your voice instead of a robot's, and has at least one job running on a schedule without you asking.
Use Cowork, not chat
This is the step people skip, and it's the one that changes everything. Chat talks about your work. Cowork does it — it opens a real folder on your computer, reads and edits the actual files in it, and connects to your tools. Open the Claude desktop app, click the Cowork tab, tick Work in a folder, and point it at one folder. Start with a low-stakes one, not your whole Documents directory.
Why the folder matters more than it sounds
A chat forgets your files the second you close it. A folder is a workspace that persists — Claude can put things in it, come back to them tomorrow, and build on what's already there. That's the difference between a clever assistant and one that gets work done.
Tell it who you are
Out of the box Claude knows nothing about you, so everything it produces is generic. Don't try to write your own instructions from a blank page — that's hard, and you'll forget half of it. Run the prompt below in Cowork instead. It interviews you, then writes the instructions for you. When it hands you the final block, copy it into Settings → personalisation → your instructions so it applies to every chat from then on, not just this one.
Answer honestly, not impressively
This is the highest-leverage hour in the whole setup. If you tell it you're a strategic visionary it will write like one at you forever. Tell it you're a one-woman business who hates spreadsheets and it will actually be useful.
Connect your tools
Go to Settings → customise → capabilities. That's where you switch on the connections — Gmail, Google Drive, Google Calendar, Notion and the rest are sitting right there. Turn on the ones you actually live in, not all of them. Each one you enable is another place Claude can read from and write to without you copying anything across.
Your tool isn't in the list?
Search "[tool name] MCP connector". MCP is the open standard that lets any app plug into Claude, and most tools worth using now have one — built by the company or by someone in the community. If nothing comes up, that tool genuinely isn't connectable yet. Move on rather than fighting it.
Turn on what you'll use, not everything
Every connection is real access to a real account. Gmail on means it can read your inbox. Start with two or three you'd be comfortable explaining to a client, get used to what it does with them, and add more when you actually need them.
Build it a voice profile
Telling Claude to "write like me" does nothing — it has no idea what that means. Show it instead. Gather 10 to 20 samples of your real writing: sent emails, LinkedIn posts, captions, even text messages to a friend. Variety beats volume here. A polished newsletter and a fired-off text teach it two different registers, and the gap between them is where your actual voice lives. Drop them all in your Cowork folder as one file or several, then run this.
Then actually test it
Ask it to write something short using the profile — a reply to a real email you've got sitting there. Read it out loud. If it sounds like you, you're done. If it doesn't, tell Claude exactly which bit is off and have it update the file. Two rounds of that and it's usually right.
Have it build your first automation
Now it knows you, it's connected to your tools, and it writes like you. This last prompt makes it review all of that and work out what's worth automating — then build it. Don't guess at what to automate yourself. It's read more about your week than you've consciously thought about it.
Start it on something boring
Your first scheduled task should be something you genuinely wouldn't mind getting wrong for a week — a Monday summary, a folder tidy, a "what's due this week" digest. Watch it run a few times before you hand it anything that touches a client. The desktop app has to be open and your computer awake for a scheduled task to fire, so pick a time you're normally at your desk.
If you only do two of the five
Do steps 2 and 4. The global instructions and the voice profile are what turn Claude from a generic chatbot into something that sounds like it works for you. Connections and automations are the payoff, but those two are the foundation.
Chat vs Cowork vs Code
Claude isn't one tool — it's three. Each mode is designed for a different way of working, and picking the right one determines whether you're doing the work yourself or getting it done for you.
💬 Chat
The conversation mode. Ask questions, get answers.
- Works on web, mobile, and desktop
- You manually upload files and copy-paste outputs
- Great for ideation, drafts, and quick questions
- Free / Pro $20/mo / Max $100/mo
🤝 Cowork
The assistant mode. You brief, Claude executes.
- Desktop app only (Mac + Windows)
- Direct access to your local files
- Delivers finished outputs — Excel, PowerPoint, Word, PDFs
- Parallel sub-agents, 38+ connectors, browser automation
- Pro, Max, Team & Enterprise
⚡ Code
The developer tool. Terminal-based powerhouse.
- Full computer control, GitHub integration
- For developers comfortable with the command line
- Unlimited power, no GUI hand-holding
- Pro, Max, Team & Enterprise
The bottom line
Use Chat when you need answers, ideas, or content inside a conversation.
Use Cowork when you want finished files delivered to your computer — without touching a terminal.
Use Code when you're a developer who wants full control.
Watch the full walkthrough
Claude Cowork: from beginner to expert in 18 minutes
Getting Started with Cowork
If you can describe what you want in plain English, you already have all the skills you need.
You need
Claude Desktop app (Mac or Windows) — free to download from claude.com/download.
A paid plan — Pro ($20/mo), Max ($100/mo), Team, or Enterprise.
You don't need
A terminal, coding knowledge, or Claude Code. Cowork is fully point-and-click. If you can use a word processor, you can use this.
Download Claude Desktop
Head to claude.com/download and grab the app for Mac or Windows. The download is free, but you'll need a paid plan to access Cowork mode.
Find the mode selector
Three tabs along the top: Chat, Cowork, and Code. Click Cowork.
Tick "Work in a folder"
Select a folder on your computer and grant Claude read/edit permission for that folder only. Start with something low-stakes — a test folder, not your entire Documents directory.
Describe what you want done
Type your request in plain language. Claude creates a plan, breaks it into steps, and works through them. You can watch in real time, steer if needed, or walk away and come back to finished work.
Important
The Claude Desktop app must stay open and your computer must be awake while Cowork runs. Close the app = session ends. Scheduled tasks have the same requirement.
What Cowork Can Actually Do
Cowork isn't just "chat with file access." It's a fundamentally different way of working — Claude doesn't just answer, it delivers.
Real file access
Reads, edits, and creates files directly on your machine. No upload limits, no copy-paste gymnastics.
Pro output formats
Excel with working formulas, PowerPoint decks, Word docs, PDFs — saved straight to your folder.
Sub-agents in parallel
Complex task? Claude spins up multiple sub-agents working simultaneously on different parts.
38+ connectors
Slack, Gmail, Google Drive, Notion, Figma, GitHub and more. Connect once, use everywhere.
Browser automation
Pair with Claude in Chrome to research sites, fill forms, and pull data from web pages.
Global instructions
Set your tone, format preferences, and role context once in Settings. Applies to every session.
Tip: batching is your friend
Cowork uses more of your usage allocation than regular chat. Batch related work into single sessions and use Chat for quick questions. Save Cowork for the tasks where you want finished outputs.
Projects — Your Dedicated Workspaces
Launched in March 2025, Projects changed how Cowork organises work. Instead of every conversation sharing the same context, you get isolated workspaces — each with its own files, memory, and instructions.
What Projects are
A self-contained workspace for one area of your business. Each project holds its own files, links, custom instructions, scheduled tasks, and persistent conversation history. No cross-contamination between projects.
Persistent memory
Claude remembers context between tasks within the project. Your brand voice, client details, previous decisions — no more re-explaining.
Import from Chat
Already have Claude Chat projects with useful context? Import them into Cowork with one click.
Dedicated file access
Each project links to its own local folders. Client work stays in the client project, content stays in the content project.
Project-scoped scheduling
Schedule tasks within a specific project's context. A weekly report in your analytics project won't pull from your marketing folder.
How to create your first project
Tip: Projects = no more context-switching tax
Before Projects, every Cowork session shared context — Claude could carry assumptions from your marketing task into your finance task. Projects fix this. Each workspace is completely isolated.
Skills — Your Reusable Workflows
Skills are portable processes that work everywhere — any project, any chat. They teach Claude HOW to do something specific. Think of them as SOPs that Claude follows automatically.
What Skills Are
- A reusable process written in plain markdown
- Loads only when triggered (lightweight on context)
- Works across Claude.ai, Cowork, and Claude Code
- No coding needed — just describe the process
- Build once, use forever across all your work
What Skills Are NOT
- Not a workspace (that's a Project)
- Not a plugin (that's a bundle of skills + connectors)
- Not memory — skills don't remember past runs
- Not project-specific — they're global
- Not complex — a single markdown file is all you need
Built-in skills
Build your own skills
Use the Skill Creator inside Cowork — describe what you want and Claude assembles it into a reusable skill. Or write a simple markdown file yourself with the objective, required inputs, steps, and expected outputs.
Projects vs Skills — The Breakdown
They sound similar. They're not the same thing. Here's the actual difference.
When to use what
The Power Move: Use Both Together
A Project gives Claude all the context it needs. A Skill gives it the exact process to follow. Together? You've got a system that compounds over time.
Scheduled Tasks — The Autopilot
What it is
Write a prompt once. Tell Cowork how often to run it. No code, no APIs, no cron jobs. Claude runs the full task on schedule — with your files, connectors, and plugins all working together.
How to set one up
Two ways — both take about 2 minutes.
Type /schedule inside any Cowork task and Claude walks you through it. Or click Scheduled in the left sidebar → "New task".
Morning brief
Daily 7:30am — Check Slack + calendar, flag anything urgent, save summary to markdown
Weekly report
Fridays 4pm — Pull project notes, summarise deliverables, format as client update
File cleanup
Weekly — Organise Downloads folder by type, delete duplicates older than 30 days
Competitor scan
Mondays — Check industry news, drop formatted summary into research folder
Good to know
After the first run, Claude rewrites your prompt based on what it learned — which connectors to use, where the files are. The second run is usually better than the first.
Dispatch — Control Cowork From Your Phone
Send Claude to work from anywhere
Dispatch is a persistent thread that syncs between your phone and desktop. Message Claude on your phone on the way to a meeting — it works on your desktop using your local files and connectors while you're out.
Think of it as a WhatsApp with your AI assistant — but it's actually getting things done on your computer.
What you need
Pro or Max plan + both the Claude Desktop app (must be open) and the Claude mobile app. Open Cowork → click "Dispatch" in the left sidebar. Your connectors, plugins, and file access all carry over.
Safety note
Dispatch gives your phone control over your desktop. A task sent from your phone can read, create or move real files. Start with low-stakes folders while you find your feet.
Plugins & the Marketplace
What plugins do
Each plugin bundles skills + connectors + sub-agents into one install. Instead of briefing Claude on your workflow every time, install a plugin and Claude shows up knowing what to do. Find them at claude.com/plugins or Settings → Customise.
Marketplace plugins
Anthropic ships plugins for productivity, product management, legal, finance, marketing, and data. Third-party verified plugins also available. Enterprise admins can build private marketplaces and auto-install plugins for the whole team.
Build your own
Use the Plugin Create tool inside Cowork — describe what you want and Claude assembles the skills, connectors, and commands into a plugin package. Anthropic's plugin collection is open-sourced on GitHub if you want to fork anything.
How context layers work in Cowork
Privacy note
Cowork conversation history is stored locally on your device, not on Anthropic's servers. Claude always shows you its planned actions before executing — especially for anything that modifies or deletes files.
Ready to go deeper?
Pick the option that matches where you're at.
Wright Mode Membership
Monthly trainings, live calls, a community of women actually implementing AI — not just talking about it. This is where things get built.
Claude Masterclass
90 minutes covering the full Claude ecosystem — Chat, Projects, Cowork, Artifacts, Skills, and real business workflows. Grab your spot.
Claude Code Masterclass
Ready to go beyond Cowork? Claude Code is the terminal-based power tool. No coding background needed — this masterclass shows you exactly how to start.