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Set Up Claude Cowork as Your First AI Assistant

Stand up a Claude Cowork assistant that knows your context, follows your rules, and runs the same job every Monday without re-explaining it.

5 lessons21 min

About this course

By the end you have a working AI assistant that does a real, recurring job and runs again next week without a single fresh instruction.

Most people open Claude, type a vague request, and get a vague answer back. The problem is rarely the model. It is that the assistant has no scope, no rules, and none of the context a new hire would get on day one. So every session starts from zero and the output never gets trusted with anything that matters.

This course fixes that in order. You draw a clear box around what Claude is responsible for, set the rules it follows before it touches any work, and load the background context it actually needs. Then you put it to work on a real task: a Monday brief you can read and act on. The final step saves the whole setup so the job repeats itself instead of being rebuilt every time.

You walk away with a scoped, rule-bound Claude Cowork assistant loaded with your context, plus a saved job that reruns on its own. The setup pattern transfers to the next task you want off your plate.

Who it's for

Founders: want a dependable assistant for a recurring task instead of one-off prompts that need babysitting.

Operators: need the weekly brief or status update handled the same way every time, with rules they can trust.

AI newcomers: want their first real assistant set up properly, not another chat window they abandon after a day.

Course Curriculum

Draw the Box Around ClaudeGive It Rules Before You Give It Work

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What you'll learn

  • Draw the Box Around Claude
  • Give It Rules Before You Give It Work
  • Give It the Context a New Assistant Would Need
  • Make the First Monday Brief
  • Save the Job So It Runs Again
Give It the Context a New Assistant Would Need
Make the First Monday Brief
Save the Job So It Runs Again