CLAUDE — LEVELED GUIDE
Claude For
Non‑tech‑ nical
People
✶

Claude, mapped in three levels — from a plain chat window to an AI coworker. Practical, beginner-friendly, no code.

  1. 01Turn on memory
  2. 02Projects & Research
  3. 03Skills & Cowork
  4. 04What to automate
Watch the recording →

Understand.
Automate.
Delegate.

Masterclass Recap · Level 1–3 100xEngineers
00 — Executive Summary

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.

01

How to turn on Claude's memory, and why it matters.

02

How to use Projects for repeatable, instruction-driven outputs.

03

How Research Mode and Artifacts turn Claude into a research-and-interactive-app tool.

04

What Skills and Connectors/MCPs are, and how they differ from Projects.

05

How Claude Cowork combines everything into an "AI coworker" that can act on your local files, calendar, and other tools.

06

A simple framework for deciding what to automate — and where humans should stay in the loop.

Reference

Tools & resources mentioned

Core tools

Claude The main chat interface. Free and paid plans ($20/mo Pro and up). Instructor recommends at least Pro — "unlocks ~90% of what Claude can actually do." Free plan skips Research Mode and Cowork.
Claude Projects Persistent workspaces with their own instructions, memory and knowledge base for repeatable tasks. Pro and up. Stays local to your account — not shareable like a Skill.
Claude Skills Reusable markdown instruction files Claude loads when relevant; invoked with "/". Portable — can be downloaded and shared, or imported from elsewhere (e.g. a community GitHub repo).
Connectors / Remote MCP Lets Claude act on external tools — Drive, Gmail, Calendar, Canva, Figma, Slack. Custom connectors not in the directory: Customize → Connectors → Add Custom Connector, via the tool's MCP server URL.
Claude Research Mode In-chat deep research: searches and synthesizes many sources before responding. Uses far more tokens than a normal reply — save it for occasional, high-effort tasks.
Claude Artifacts Turns output into a standalone interactive app or site, not just text. Downloadable as HTML or published as a public link via Publish.
Claude Cowork Desktop Claude with local file access and recurring/scheduled autonomous "loops." Requires a paid plan — not on the free tier.

Supporting resources

Higgsfield AI AI content-generation platform for video/UGC ads. Instructor connected it to Claude via a custom MCP connector.

Models referenced

Claude SonnetDefault workhorse for ~80% of tasks, typically at medium–high "effort."
Claude OpusDescribed as unnecessary for most everyday tasks — "overkill."
Claude Fable 5Used for a one-shot, high-complexity build (see the webcam game example under Artifacts).
Note "Effort" controls how long the model thinks before responding — higher effort spends more tokens. The instructor rarely goes above medium/high effort for daily tasks.
1→2 Turning on memory, before anything else

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.
02 Projects, Research Mode & Artifacts

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)

  1. Create a new Project and give it a short description of its purpose.
  2. Go to Instructions and write out the task in detail: role, format, structure, tone, constraints.
  3. Upload supporting reference material to Context (e.g. past scripts) so Claude learns the writer's voice — any file type works.
  4. From then on, only new inputs are needed; the Project retains all standing instructions and reference material.
Example instruction given "You are a scriptwriter for a late-night AI news show. Pick 10 topics, write titles + descriptions, keep each script 10–15 min, ~90 sec per news item, format like a late-night show (Jimmy Kimmel style), humorous but natural for an Indian audience, don't dilute the information, avoid AI-sounding phrasing (em dashes, 'for X this means Y' constructions)."
Worked example The instructor recreated his "Late Night Show" AI-news script format — a monthly recurring series — by uploading 6–7 past scripts and writing structured instructions once. Later scripts need only new topic headlines.
  • 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.
  1. In a new chat, click "+" and toggle on Research (separate from the lighter, faster "web search").
  2. Write a detailed prompt with role, task and context — always assign Claude a role.
  3. Approve any requested connector permissions if prompted.
  4. Claude opens a "Lead Researcher" panel showing its live plan and source-gathering progress — often 400+ sources.
  5. Output includes a TL;DR, market segmentation, growth/size figures, white-space analysis, and a full clickable source list.
Example prompt "Do a thorough competitor analysis on the Indian streetwear/bomber-jacket market — TAM, volume, big players. I'm planning to bootstrap a streetwear brand and need to decide which category to enter, plus pros/cons of bootstrapping vs. VC funding."
  • 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.
Example 1 — converting a research report Type "make this an interactive artifact" after a Research Mode report. Claude builds a mini-website version — tabs for Overview, Brand Directory, Comparison Table, Market Signals, an interactive white-space chart. Downloadable as HTML, or published as a public link via Publish.
Example 2 — a website from a brand deck Instructor built a fictional brand ("RallyPop") with a guideline deck — logo, colors, product photos. Uploaded to Claude with a simple prompt: "make an interactive website that makes people go wow." Claude produced a fully styled, animated site matched to the brand deck in ~10–15 minutes.
Example 3 — webcam-controlled game One-shot prompt: "Build a webcam-controlled fruit-slicing game like Fruit Ninja, but use my fingers to slice the fruit. Also, before running, make this prompt better for Fable 5." Model: Claude Fable 5. No further iteration needed — Claude planned and built the full game (webcam finger-tracking via computer vision) in roughly 20 minutes total (~8 min thinking, ~10–15 min building).
  • 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.
Rule of thumb For anything with a repeatable format, use Projects. For anything you want to see and interact with rather than read, use Artifacts.
03 Skills, Connectors/MCPs & Claude Cowork

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.
  1. Go to Customize → Browse to see default skills (Canvas Design, Learn, Brand Guidelines, MCP Builder, Theme Factory, …).
  2. 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.
  3. Skills can be downloaded as .md files and re-uploaded elsewhere, or found online (community GitHub repos) and imported via Customize → Skills → Add.
Plain prompt vs. the Learn skill Plain prompt ("teach me about black holes") → one generic overview, then stops. Invoked via the Learn skill → Claude first asks what shape of help is useful (full overview vs. "fill the gaps"), then asks diagnostic questions ("what's your current mental model of what happens when a massive star runs out of fuel?") before teaching — adapting to the learner's level instead of dumping information.
  • 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.
  1. Customize → Connectors to browse pre-built integrations (Drive, Gmail, Calendar, Canva, Microsoft 365, Slack, Figma, …) and click Connect to authorize.
  2. For tools outside the directory: Customize → Connectors → Add Custom Connector, paste the tool's MCP server URL, name it, add it.
  3. 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").
Custom MCP — Higgsfield Higgsfield (an AI image/video tool) added as a custom connector, then used with a saved Skill + prompt format ("using Higgsfield MCP, create [product], [demographic], [setting], [hook]") to generate UGC-style ad videos inside a single conversation — no switching tools.
  • "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

  1. Switch to Cowork mode and click Add New Folder to grant access to a directory (Downloads, Desktop, …).
  2. Claude can then read, cross-reference and act on files within that folder directly.

Scheduled, recurring tasks ("loops")

  1. Go to Scheduled → New Task; set it up manually or let Claude configure it conversationally.
Example A daily 6–8am loop that compiles that day's top AI news automatically — ready when the user opens the app each morning, with no need to keep the laptop open or connected.

Demoed live — calendar + notes → follow-up action

  1. Prerequisite: Google Calendar already connected via Connectors.
  2. Prompt: "Go to my calendar, today, execute all action items on my meeting with [X]."
  3. 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.
Permission levels matter Cowork has three approval modes — Manually approved, Automatically approved, and Skip all approvals. The instructor recommends staying on manual or automatic approval for most tasks, and generally avoiding "skip all approvals," which lets Claude act without ever pausing for confirmation. Sending emails, or any action that could damage a relationship or reputation if wrong, is called out specifically as high-risk — keep a human in the loop before a draft goes out.
  • 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.
Closing framework

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.

  1. List your tasks — daily, weekly and monthly responsibilities, down to small recurring items like follow-ups and meeting setup.
  2. Classify each task on two axes: demand (how often it happens) and risk (the cost of Claude getting it wrong).
  3. Apply the resulting quadrant, below.
  4. Iterate — test, refine and adjust based on outcomes.
Demand — high to low
Automate first High demand, low risk — the sweet spot. Email summaries, topic research, calendar setup.
Human‑in‑the‑loop High demand, high risk. E.g. never posting an AI-drafted script straight to Instagram (~1M followers) without a factual-accuracy check.
Low priority Low demand, low risk. Infrequent and inconsequential — automate later, if ever.
Avoid automating Low demand, high risk. Generally not worth the setup or the exposure.
Risk — lowRisk — high
Resources & further learning

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

Level 1 — memory + basic chat usage.
Level 2 — Projects, Research Mode, Artifacts.
Level 3 — Skills, Connectors/MCPs, Cowork.
Level 4/5 — Claude Code, flagged as the natural next step for going deeper (not covered in this masterclass).