Delegate Real Work: Turn Repeatable Tasks Into Managed AI Workflows

How much of your week goes to work that follows the same steps every time? In this hands-on course, you’ll explore how to give Claude a defined piece of work to complete, while keeping the decisions and reviews that matter in human hands. You’ll compare when to use a conversation, a Cowork task, or a scheduled task. Then you’ll write a five-part delegation brief that specifies the outcome, inputs, constraints, checkpoints, and what “done” looks like. You’ll also explore how to save a repeatable process as a skill and decide which tasks are suitable for scheduling. Finance and accounting examples show how to match approval settings and review steps to the risk of the work. Why attend? Clear delegation can free up time for work that needs your judgment. You’ll leave with a task to try, a draft skill for a recurring process, and a way to decide what to delegate next. Bring one nonconfidential repetitive task. The Claude desktop app is recommended for the hands-on work; you can follow along without a paid account, though a paid account enables more of the demonstrated features. Course outcomes: You’ll be able to choose an appropriate delegation method, give Claude clearer instructions for a multi-step task, and set checkpoints before relying on the result.