Claude Cowork 201: Turn Chat into a Chief of Staff
Build a Claude Cowork chief of staff that gathers context, reviews priorities, and turns scattered work signals into a clear plan for the week ahead.
- Intermediate
- 7 lessons
- 43 min
- Taught by Dave Kline
What you'll learn
- AI Chief of Staff Turn recurring management work into a context-aware AI system that uses your real goals, people, meetings, and open loops.
- Delegation Framework Define outcomes, context, access, oversight, and cadence so delegated AI work produces clear next actions.
- Weekly Prep Briefs Gather signals from email, meetings, deadlines, and goals into prioritized follow-ups and attention areas.
- Safe Tool Access Use connectors and browser access safely by separating read-only retrieval from actions that send, edit, create, or delete.
- Repeatable Skills Improve recurring workflows with feedback loops, guardrails, approval settings, reusable skills, and schedules.
- Operating Dashboards Create interactive working surfaces for triaging commitments, reviewing goals, delegating tasks, and blocking calendar time.
Lessons 7 lessons · 43 min
Every lesson comes with Pro, $29 a month.
- Lesson 1: Introduction and background 3 min
- Lesson 2: Why build a management second brain 5 min
- Lesson 3: Level-setting on AI usage and goals 5 min
- Lesson 4: Delegation framework: outcome, context, access 7 min
- Lesson 5: Connectors and browser access 7 min
- Lesson 6: Guardrails, skills, and scheduling 9 min
- Lesson 7: Artifacts, weekly brief demo, and wrap-up 7 min
Your teacher
Dave Kline
Leadership Coach & Founder
For 20+ years, Dave Kline led high-performing divisions at Bridgewater and Moody's, and has trained thousands of leaders on how high-performance teams actually run. Today he's an executive coach for eight- and nine-figure CEOs at rapidly scaling companies.