Claude, mapped in three levels — from a plain chat window to an AI coworker. Practical, beginner-friendly, no code.
- 01Turn on memory
- 02Projects & Research
- 03Skills & Cowork
- 04What to automate
Understand.
Automate.
Delegate.
Three levels, then a framework for what to hand off
A beginner-friendly walkthrough of Claude's capabilities for non-technical users, structured as three progressive levels — from basic chat usage, through Projects, Artifacts and Research Mode, up to Skills, Connectors and Claude Cowork. The session closes with a practical framework for deciding which of your own tasks to automate.
Aimed at people who have only ever used Claude as a simple chatbot and want a map of everything else that's available.
How to turn on Claude's memory, and why it matters.
How to use Projects for repeatable, instruction-driven outputs.
How Research Mode and Artifacts turn Claude into a research-and-interactive-app tool.
What Skills and Connectors/MCPs are, and how they differ from Projects.
How Claude Cowork combines everything into an "AI coworker" that can act on your local files, calendar, and other tools.
A simple framework for deciding what to automate — and where humans should stay in the loop.
Tools & resources mentioned
Core tools
Supporting resources
Models referenced
Enabling Claude's memory
- What it is
- A toggle in Customize → Memory, with two settings: "search and reference chats" and "generate memory from chats."
- Why it matters
- Without it, every new chat starts from zero context. With it on, Claude recalls prior conversations so you don't have to re-explain background each time.
- How it works
- Once both toggles are on, Claude automatically references relevant past chats at the start of a new one — likened to catching up with a friend you haven't seen in months, rather than re-introducing yourself.
- Depending on your Claude version you may see one or two toggle switches under Memory — either is fine as long as both are enabled.
Claude Projects
- What it is
- A dedicated workspace for a recurring task, with its own instructions, uploaded reference files and memory — separate from your regular chat history.
- Why it matters
- For any repeatable output (same format, different content each time), Projects let you set instructions once instead of re-explaining context every chat — saving tokens and improving consistency over time.
How it works (demoed live)
- Create a new Project and give it a short description of its purpose.
- Go to Instructions and write out the task in detail: role, format, structure, tone, constraints.
- Upload supporting reference material to Context (e.g. past scripts) so Claude learns the writer's voice — any file type works.
- From then on, only new inputs are needed; the Project retains all standing instructions and reference material.
- Instructions can be granular — e.g. "only take the writing style from this document, not the content."
- Ask Claude to output section by section (intro → items → outro) so you can approve each part before moving on.
- Projects aren't transferable — they stay tied to your account, unlike Skills.
- Not limited to writing — usable for competitor analysis, review dashboards, or any recurring analytical task.
Research Mode
- What it is
- An in-chat deep-research feature that searches and cross-references many web sources before answering, rather than a quick single-pass response.
- Why it matters
- Useful for well-sourced, thorough analysis — market sizing, competitor research, sentiment — at the cost of much higher token usage and longer wait time.
- In a new chat, click "+" and toggle on Research (separate from the lighter, faster "web search").
- Write a detailed prompt with role, task and context — always assign Claude a role.
- Approve any requested connector permissions if prompted.
- Claude opens a "Lead Researcher" panel showing its live plan and source-gathering progress — often 400+ sources.
- Output includes a TL;DR, market segmentation, growth/size figures, white-space analysis, and a full clickable source list.
- May not be available on the free plan, due to its higher context/token cost.
- Recommended cadence: occasional — "once or twice a month at most," best at the start of a new campaign, product or IP.
- Cites and cross-references real sources, so it's presented as less prone to hallucination than a standard reply.
Artifacts
- What it is
- Turns Claude's output into an actual interactive app, site or game rather than plain text — "Claude coding a website or app for you," akin to vibe coding.
- Why it matters
- Reports and research become interactive and demo-able — for a client meeting, say — instead of a static document or slide deck.
- Top prompting tip (works for any feature): add "If you feel like asking me more questions that would help you produce a better output, please ask me." Claimed to improve output quality ~20–30%.
- Also useful for internal/educational tools — e.g. an interactive RAG-concept explainer built for students.
Claude Skills
- What it is
- A reusable, portable instruction file (markdown) Claude loads only when relevant, invoked by typing "/" in chat.
- Why it matters
- Conceptually similar to Projects — both are custom instructions — but a Skill is transferable: downloadable and shareable with anyone, where a Project stays local to your account.
- Go to Customize → Browse to see default skills (Canvas Design, Learn, Brand Guidelines, MCP Builder, Theme Factory, …).
- To build a custom skill, use the built-in Skill Creator: describe the goal, optionally attach reference documents, and Claude generates a skill file through guided Q&A.
- Skills can be downloaded as .md files and re-uploaded elsewhere, or found online (community GitHub repos) and imported via Customize → Skills → Add.
- Anthropic also ships domain skill packs via Customize → Browse → Plugins — e.g. a Marketing pack ("Brand Review," "Campaign Plan," "Competitive Brief") activated in one click, then invoked with "/".
- A skill file is just an instructions document — arbitrarily narrow ("write UGC ad scripts") or broad (a teaching methodology).
Connectors & MCPs
- What it is
- The mechanism that lets Claude take real-world actions in external tools, rather than only processing information. "Claude is the brain, connectors are its hands and legs."
- Why it matters
- Without connectors Claude can only reason and generate text — it can't book something, edit a file in another app, or update a calendar. Connectors close that gap.
- Customize → Connectors to browse pre-built integrations (Drive, Gmail, Calendar, Canva, Microsoft 365, Slack, Figma, …) and click Connect to authorize.
- For tools outside the directory: Customize → Connectors → Add Custom Connector, paste the tool's MCP server URL, name it, add it.
- Once connected, the tool's actions are available directly in chat or a Skill — e.g. resizing an uploaded image via a connected Canva skill ("/canva, resize to 9:16 and 3:4").
- "Connectors" and "MCPs" are used somewhat interchangeably — connectors = what's in Claude's default directory; MCP = the underlying open protocol, used for a custom/third-party integration.
- Most MCPs are free — you pay only for the token usage of the conversation, not for the integration itself.
- Custom skills can layer on top of custom connectors to standardize prompt formats for a specific tool.
Claude Cowork
- What it is
- The desktop version of Claude, combining memory, Projects, Artifacts, Research Mode, Skills and Connectors in one environment — plus local file access and scheduled, recurring autonomous tasks.
- Why it matters
- Where Claude moves from a single-response tool to an "AI employee" — given a goal, not just a task, and left to execute it, including on a schedule, without the chat window staying open.
Local file access
- Switch to Cowork mode and click Add New Folder to grant access to a directory (Downloads, Desktop, …).
- Claude can then read, cross-reference and act on files within that folder directly.
Scheduled, recurring tasks ("loops")
- Go to Scheduled → New Task; set it up manually or let Claude configure it conversationally.
Demoed live — calendar + notes → follow-up action
- Prerequisite: Google Calendar already connected via Connectors.
- Prompt: "Go to my calendar, today, execute all action items on my meeting with [X]."
- Cowork located the relevant meeting-notes document (from an AI notetaker), extracted action items, and autonomously scheduled a real follow-up meeting and drafted a related document (e.g. a term-sheet-style MOU) — without further step-by-step instruction.
- Requires a paid Claude plan — not available on the free tier.
- A related feature, Dispatch, lets you queue a task from the mobile app while away from your desktop, ready by the time you're back — mentioned only briefly as worth exploring independently.
Deciding what to automate
After covering the toolset, the instructor gave a practical process for applying it to your own work — attributed to a Harvard research report on AI delegation.
- List your tasks — daily, weekly and monthly responsibilities, down to small recurring items like follow-ups and meeting setup.
- Classify each task on two axes: demand (how often it happens) and risk (the cost of Claude getting it wrong).
- Apply the resulting quadrant, below.
- Iterate — test, refine and adjust based on outcomes.
Action items & learning path
Action items
- Turn on Claude's memory (Customize → Memory → both toggles on).
- Create one Project for a task you do repeatedly in the same format.
- Try Research Mode once, on a real question relevant to your work.
- Convert one existing report or document into an interactive Artifact.
- Browse Customize → Browse → Plugins for a Skill pack relevant to your domain.
- Connect one everyday tool — Calendar, Drive, Gmail — via Connectors.
- Sort your own recurring tasks into the demand/risk quadrant above.
Learning path