What you'll learn
The Cowork Fundamentals: Get started with the desktop app and understand how to safely grant Claude access to specific folders.
Automated File Management: Get Claude to automatically sort, rename, and organize messy files (like invoices and statements) into a clean, logical system.
Data Extraction & Reporting: Master the workflow of extracting data from PDFs and invoices to generate professional Excel spreadsheets and financial reports.
Web Research Agents: Set up Claude to go out onto the web, research specific opportunities, and bring back summarized analysis.