Beginner
Beginner: set up Claude and understand Projects.
Learn what Projects are, when to use them instead of a normal chat, and how to create one with documents Claude can reuse.
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Beginner: set up Claude and understand Projects. Learn what Projects are, when to use them instead of a normal chat, and how to create one with documents Claude can reuse.
Read the issueLearn what Projects are, when to use them instead of a normal chat, and how to create one with documents Claude can reuse.
Add notes and sample data to one Project, then use Claude to summarize, visualize, and draft the start of a report.
Regular Project Chat is enough for most readers. Cowork is the next step when a Project needs to become a more task-oriented workspace with richer file and folder context.
Turn a reusable set of notes and data into a summary, chart idea, outline, and starter draft inside one Claude Project.
Use AI in Excel or Google Sheets to inspect a messy sheet, propose a cleanup plan, make approved changes, and verify the result.
Save one command that reads a meeting transcript, drafts a reviewed task list, and routes only the items you approve into the tool you actually check, each one linked back to the meeting.
Use Codex to find recurring subscriptions, prepare an unsubscribe plan, get your approval, and clean up the inbox work you do not want to do by hand.
Connect a few read-only sources, ask for a weekly decision brief, and make the assistant ask before it sends, spends, edits, or deletes anything.
These are the tools pulling the most weight right now. The full July stack was last re-tested July 6, 2026 and lives on the AI Tools page for anyone who wants the rest of the workflow.
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