Getting Started with Claude Cowork

Overview

Get started with Claude Cowork – including memory settings, model selection, skills, connectors, and desktop shortcuts.

Key Takeaways

Most people download Claude AI and go straight to the chat interface. That’s fine for quick questions, but it’s not where the real work happens. 

Claude Cowork is the mode built for longer, multi-step tasks – the ones where you want to give Claude access to your files, your projects, and your tools, then step away while it works. It’s where Teal’s own team runs most of their AI work.  

Teal cofounders, Gar Whaley and CITO Reid Johnston, walk you through how to set it up the right way. 

 

In this video, you’ll explore: 

  • Why Claude Cowork handles longer, multi-step tasks that the chat interface can’t 
  • How to turn on memory so Claude learns how you work — and stops giving generic responses 
  • The difference between Sonnet and Opus models, and when to reach for each
  • How projects and folders keep Claude focused on the right context
  • Desktop shortcuts that let you pull up Claude from anywhere on your screen
  • How to build an AI skill based on your own writing voice
  • Which connectors let Claude interact with HubSpot, Google Drive, DocuSign, and more

 

Who this video is for: 

This session is a good fit for business owners, operations leaders, and IT professionals who have heard about Claude AI but haven’t gotten past the basics.  

It’s also useful for Microsoft Copilot users who are evaluating Claude as a complement or alternative, and for teams thinking about how to give every person in their organization access to AI that knows how they work.

 

Want to see how Claude Cowork fits into your team’s workflow? Explore Teal’s AI enablement sessions. 

Explore AI enablement