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Duration 7 hours
Course Outline
Introduction
- Transitioning from conversational interaction to delegated work.
- Understanding the current capabilities and limitations of Cowork.
- Identifying tasks that are suitable for delegation.
Effective Briefing Techniques
- Structuring briefs with clear goals, context, constraints, and deliverables.
- Leveraging sample files and templates for better results.
- Practical exercise: Drafting and refining a task brief.
Research and Documentation
- Conducting research and aggregating relevant sources.
- Creating, organizing, and summarizing written content.
- Practical exercise: Compiling a briefing document from multiple source files.
File and Spreadsheet Management
- Organizing, renaming, and extracting data from various files.
- Processing and analyzing tabular data.
- Practical exercise: Merging multiple files into a single coherent overview.
Quality Assurance and Control
- Verifying results, source accuracy, and numerical data.
- Managing access permissions and defining security boundaries.
- Protocols for handling confidential information.
Establishing Daily Workflows
- Creating reusable task templates and checklists.
- Evaluating where delegation adds value and where it may not.
- Finalizing a personal delegation roadmap.
Requirements
- Familiarity with using conversational AI assistants.
- Confidence in managing files and folders on a computer.
- No coding or programming background is necessary.
Target Audience
- Professionals seeking to offload multi-step workflows to an AI counterpart.
- Analysts, project managers, consultants, and administrative support staff.
- Team leaders assessing the integration of agent-based assistants within their departments.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
