How can you get started with Claude and use it in your work?

Start with a task from your work

If you open Claude and write “Make me a guide,” it will produce something organized but generic. Claude makes a difference when you give it your actual work: your notes, who will read it, and the format you like.

We will use an example: instructions you explain yourself every day to patients after an appointment, clients before a service, or new employees on their first day. You want an organized one-page guide, then an interactive version that opens on a phone.

Open Claude ↗ and sign in.

Chat or Cowork?

You will find two modes: Chat and Cowork.

Chat is for writing, review, and discussion, with the result appearing beside the conversation as a document or tool you can open and edit.

Cowork is for handing over a task involving steps, files, and apps: it reads files from your computer or Drive, prepares the work, and delivers finished files. You follow its steps and can stop or redirect it at any time.

Our example works in Chat. If you later want guides for all your services from a folder on your computer, that is work for Cowork.

Give it what it needs to understand your work

Upload your notes and, if you have an old guide you like, upload it as a visual reference. Explain who will read it: their background and what confuses them.

State each file's role: “The notes are the source, and the old guide is only for the format.”

A guide from your notes

Copy the prompt as it is, or tailor it with your details first.

Tailor the prompt to your workOptional: add your details and the prompt adjusts itself

TopicWho will read itWhat confuses them

View full prompt

Attached are my notes about [topic], the only content source. The guide's reader is [who will read it], who often gets confused by [what confuses them]. Prepare a one-page guide in plain language: numbered steps, clear notices, and answers to two or three common questions. Do not add information outside my notes. If anything is unclear, ask before writing.

Make the result something you can use

When Claude prepares a document or tool, it opens beside the conversation. This is an Artifact: you can read, edit, download, or share it with a link.

After approving the guide, ask for an interactive version to test before sending.

Turn the guide into an interactive page

This is a ready-to-use example. Copy it as is, or adapt the text to your work.

View full prompt

Turn the guide we agreed on into a page that opens on a phone. Put each step in a card that readers can check off when finished, and make common questions expand with a tap. Use Arabic running right to left, with a font readable on phones. Before you deliver, test every button.

Open it on your phone and try every button. If something is wrong, tell it exactly where.

If you will work with it regularly

Projects: A project for each job or client, containing your files and instructions. Every conversation in the project starts with your work context.
Skills: Save a process that worked, such as how you write guides, and return to it in any conversation. Details are in the projects and skills guide.
Connectors: Connect Claude to Gmail, Drive, or your calendar to get information from where it lives. See the guide to connecting your apps.

For a larger tool or website involving files and code, there is Claude Code. Start with the guide to building websites and apps first.

Try it now

Try it in your work

A guide and an interactive version

Choose instructions you repeat often and use the prompt above. Review the guide, then turn it into an interactive page and test it on your phone before sending it.