Guide

Getting started with Claude Cowork

This guide goes with the Cowork Starter Kit. Read it from start to finish and set up your own Cowork as you go. It begins at zero, so you can start here even if you have never opened Claude.

Allow about an hour for the set-up, plus a few evenings for the learning path.

Step 0

Before you start

Two terms the rest of this guide leans on.

Claude

The model and the app

Claude is Anthropic's AI model and also the name of the app you use it in. You type a question or an instruction, Claude answers. So far it works like any chatbot.

The difference lies in what you give Claude to work with. The better Claude knows who you are, how you work and where your files live, the more useful the answer. That is what this guide is about.

Cowork

The working mode with your files

Cowork is the way of working in which Claude carries out tasks itself: reading and writing files, running scripts and delivering documents. Since Chat and Cowork were unified, that lives in every chat, and a longer task keeps running in the cloud, even when you close your laptop.

If you want Claude to work in a folder on your own computer, link the chat to your computer through the Claude desktop app. Without that link, Claude works in its own workspace in the cloud and you add files to the chat.

What you need. A plan that includes Cowork, the Claude desktop app on your computer and a folder Claude is allowed to work in, for example inside your Documents or your cloud drive. If you work in an organisation, the admin switches on the unified experience in the organisation settings, under Capabilities, with the toggle Chat and Cowork unified. If it is off, you work in classic Cowork. The steps below work in both.

Set up the app. Below the message box, choose the mode Auto, so Claude does not ask for confirmation at every step. That is safe as long as your guardrails sit in your global settings, because they still ask for your approval before anything goes out. As the model, choose the latest Opus model, currently Opus 5.5, at Medium. Keep memory switched on under Settings at Memory. If a conversation does not need to be remembered, switch memory off for that chat.

Step 0a

The learning path

Block half an hour a week and work through these guides in order. They are free. If you only want the set-up, skip this block and go straight to step 1.

Level 1. Getting started

about 10 minutes

For anyone who has never opened Claude. Also explains what AI actually is.

5 min

What you can do with Claude, in broad strokes.

5 min

Level 2. Cowork and skills

about 40 minutes

The most important one on the path. Setting up Cowork properly, written for people who do not code.

18 min

Capturing a task you repeat, so Claude runs it the same way every time. Skills can be shared with others.

6 min

Connecting Claude to your own apps, such as your email and your calendar.

8 min

Building presentations that look right straight away.

7 min

Level 3. Sounding like yourself

about 40 minutes

A long interview that trains Claude to write in your voice. Step 1 of this guide does the same thing in short form.

12 min

Why AI writing stands out and how to strip it out. The starter kit has its own approach for this, see step 2.

20 min

Moving past individual prompts towards a settled way of working.

10 min

Level 4. Building things yourself

about 15 minutes

Having a website or tool built for you without writing code yourself. See also chapter 8 below.

14 min

The guides on this path were written by Ruben Hassid and are collected at claude101.com. They are free. The selection and the order above are mine, the texts are his.

Step 0b

A certificate for your LinkedIn

The free courses from Anthropic are at anthropic.skilljar.com. Complete one and you get a certificate for your LinkedIn profile.

Free

Anthropic Academy

At anthropic.skilljar.com you will find free courses from Anthropic itself, covering AI fluency, Claude Code and building with the API, among others. You work through them at your own pace. Allow about an hour per course.

Three courses are most relevant for this guide: Claude 101, Introduction to Claude Cowork and AI Fluency: Framework & Foundations.

Certificate

Test and certificate

Each course ends with a test. Pass it and you get a certificate you can add to LinkedIn.

The courses teach responsible use of AI and Claude. That basic knowledge matters as soon as you start using Claude for communication with third parties.

Cowork tutorials at academy.claude.com. Alongside the course on anthropic.skilljar.com, Anthropic runs its own learning hub for Cowork, at academy.claude.com/products/cowork. It has short tutorials on specific topics, such as setting up Cowork, customizing plugins and running your first task, plus dozens of role-based use cases. No test, no certificate, but useful reference material alongside the learning path above.

The set-up

Nine steps to a configured Cowork

Start with the light route below. If you want the full set-up, download the starter kit, unpack it and work through these steps in order. Steps 5, 7 and 8 are optional, the rest you do once and never again.

Start with the light route. For a lot of work you do not need the nine steps. Claude finds out a great deal on its own, and a setup full of files and rules can even make the work slower and flatter. So start like this:

  • Set up the app, as described under Before you start.
  • Fill your memory with facts about yourself: who you are, what you do, for whom and what you are working on. The template is in memory-intake.md.
  • Start every instruction with your goal and the context: what you want and what it is for, who it is for and what good looks like. Ask Claude to restate your goal in its own words first, so you spot a misunderstanding before the work starts.

Move on to the nine steps as soon as you notice you keep repeating the same rules, or when you work with client data, email or posts that must not go out without your approval. That is where the layers and the guardrails pay for themselves.

Connect your tools first. If you want Cowork linked to your email, your calendar or other tools, type /setup-claude in a chat (in older versions it is called /setup-cowork). That guided set-up installs plugins that suit your work and connects your connectors. This starter kit adds a folder structure, a memory and a way of working on top of that. The two fit together.

Four layers, each with one job

Your settings end up in four places. That looks roundabout, but it stops the same rule from loading four times whenever you work on a project. Keep track of which layer you are filling at each step.

Layers 1 and 2

Global settings and your vault

Global settings carry who you are, your tone, your working method, your verification requirements, your tools and your guardrails. They apply everywhere you use Claude.

The CLAUDE.md of your vault carries the vault itself only: folders, memory, routing, resources and the session log. No tone, no guardrails.

Layers 3 and 4

Context skills and workstations

Context skills carry the domain rules per client or work area. They load only when that area is in play.

Workstations in tasks/ carry the running work and scripts within one area. The skill stays the same for months, the workstation changes every week.

Define your tone of voice

By default Claude writes in a style everyone recognises as AI. You get rid of that by recording how you sound. You will use that profile in every step that follows.

There are two routes. If you have little written material, open tone-of-voice-intake.md and answer the questions: who you write for, how you want to come across, which words are genuinely yours and which ones you avoid. You then summarise your answers in five to eight lines.

If you have an archive of sent email, use the brand-voice skill instead. You supply five to ten messages that sound the way you want to sound, and the skill extracts your tone, your word choice and your sentence length. The instructions are in skills/tone-of-voice-skill-info.md.

The two routes complement each other. Start with whichever gives you something fastest and top it up later.

Done when you have a block of five to eight lines describing how you write.

Write your global settings

This is layer 1, the block of text that steers every conversation. Open CLAUDE-global-template.md and fill in the parts between square brackets: who you are, what you do, how you want Claude to work and which tools you use. Paste in your tone of voice from step 1.

Your writing rules do not go in this block but in a skill of their own. The kit supplies two sources for it. The humaniser approach in humanizer-approach.md strips out the patterns that give AI text away, such as em dashes and words like seamless and holistic. The NLP rules in vault-sjabloon/tasks/00_resources/nlp-rules.md require you to write what something actually is. In step 6 you turn those into the skill writing-rules. This block then holds only one line that points to that skill; the template already has it.

Split your guardrails into groups. The template uses four: sending and publishing, people and amounts, executing and spending, code and version control. One long list works fine for a month and becomes unreadable after that, because you keep adding to it. Write each guardrail as a hard rule, in the imperative.

If you write documents featuring people who will not read them themselves, fill in the block on third parties as well. Among other things it says that every amount is marked as either a confirmed rate or a worked example, and that those two never mix in one document. That is the mistake that costs money fastest.

Then paste the completed block in one place: in the Claude app under Settings, at Instructions for Claude. That block applies in every chat and every project. Do not paste it into your project instructions as well. Every rule would then load twice, and within a few weeks the two versions drift apart because you only ever update one of them. Step 4 explains what does belong in project instructions.

Done when the block sits under Instructions for Claude and Claude mentions your name and your work in a new chat without being asked.

Set up your vault and memory

Copy the vault-sjabloon folder to wherever you want to work and give it a name of your own. This folder is your Cowork working folder and, if you like, your Obsidian vault at the same time. Connecting it to Cowork happens in step 4.

Once the folder hangs off a project, Cowork automatically reads the CLAUDE.md in it on opening and follows the instructions inside it. That is layer 2, so the vault itself only: how the folders are organised and when Claude should load what. The numbered folders from 00-INBOX to 10-SYSTEEM each have a fixed purpose, explained in a README per folder.

Inside 10-SYSTEEM, the templates/ folder has a role of its own. It holds the shape of a document that keeps coming back without a process of its own, the halfway house between a loose project file and a skill. The README in that folder gives the criterion, plus the rule that a template becomes a candidate for a skill the third time you use it.

You have two memories, each with its own job. Claude's memory holds the facts about you: who you are, what you do, for whom and what you are working on. It lives in your account and is there in every chat, even when your computer is off. Fill it using memory-intake.md. tasks/MEMORY.md is the signpost of your vault: paths, the state of running projects and references to project notes, under 120 lines. Rules belong in neither; they go in your global settings and your skills. Personal data of clients does not belong there either.

Finally, fill the routing map in CLAUDE.md with your own workstations. If you work for several clients or on several projects, create an HQ folder per project inside tasks/. That is layer 4.

Obsidian, optional but worth it. Cowork works with ordinary folders and files, so you need nothing extra. If you also want to read those files comfortably and link them together, Obsidian is the logical companion. It is free, stores everything locally as plain markdown files and changes nothing about your folder. Download it at obsidian.md/download.

The combination works because both look at the same files. Claude writes a note and you see it appear in Obsidian straight away; the other way round, Claude reads whatever you type there. When you open Obsidian, choose the option for an existing folder and point it at your vault.

Two settings are worth getting right immediately, both under Settings in the Files and links pane. Set the default location for new notes to 00-INBOX, otherwise loose notes land in the root of your vault. And switch on automatic updating of internal links, so a renamed file leaves no dead links behind.

Done when Cowork knows your structure on opening the folder, your memory holds the facts from memory-intake.md and MEMORY.md points to your running projects.

Create your project in Cowork

A project is the workspace everything else ends up in. It bundles the instructions that apply only to that work, the files that belong to it, your recurring tasks and a memory that belongs to that project alone. If you juggle several things at once, a project per subject keeps those worlds apart.

You will find Projects in the left column of the Claude app. Create a project, give it a name and, in the desktop app, connect the vault you set up in step 3 so Claude may read and write there. The project lives in your account, so you will also see it on your phone or on a second computer. The link to your folder works from the computer where that folder lives.

What belongs in project instructions. Only what differs in this project from your global settings: the purpose of the project and the rules that apply only here, for example which context skill loads here or what never happens in this project. Do not repeat your global settings. Start the instructions with the sentence: My global settings apply in full and are not repeated here. Ten lines of project instructions are usually enough.

When do you start a new project? As soon as a work area has its own folder, its own instructions or its own recurring tasks. A one-off question belongs in a conversation inside an existing project, not in a new one. If you work for several clients, one project per client is a workable split, with the context skill from the next step as the domain layer underneath.

Archiving. Archiving a project removes it from the list. Your folders and files on disk stay untouched.

Done when your project has short instructions that do not repeat step 2, your vault is connected to it, and a test instruction writes a file to the right place in your folder.

Build your context skillsfor several work areas

If you work for one client, skip this step. If you work for several, or on projects that have little to do with each other, this is the step that makes your set-up scale.

The problem without this layer: the rules of one work area load while you work on another. You ask for an invoice and get the terminology of a client project back. Putting everything in one large instruction file makes it worse, because then everything loads on every request.

A context skill is a small file per work area that loads only when that area is in play. Cowork picks the skill based on the description in its header, so you never have to point at it yourself. It holds your role, the standard document types, the terms that mean something specific here and the rules that apply only here. Your tone and your working method do not belong in it, those already sit in layer 1.

Split along where your work comes from, so per client, per brand or per product. Splitting by task type works less well, because the same task recurs at every client. The explanation and a fill-in template are in context-skills.md.

Then test whether the skill loads: give an instruction from that work area without naming it. If nothing happens, the description is missing the words you actually use.

Done when you have one skill per work area and it loads without you naming the area.

Switch on the working method

This is where a tidy folder becomes a system that learns from itself. The vault points to three working methods you can switch on separately.

  • The agile build loop in 10-SYSTEEM/werkwijze-bouwlus.md. Claude cuts a larger assignment into blocks and puts a check to you after each block. You spot mistakes after ten minutes instead of half a day.
  • The reviewer subagent in 10-SYSTEEM/agents/beoordelaar.md. A second Claude that assesses a piece with clean context, so without the writer's reasoning. Point it at everything that leaves your desk. Installation goes through agents/LEESME.md.
  • Session logs in 10-SYSTEEM/sessielogs/. At the end of a working session Claude records which decisions were made and which corrections you gave. A consolidation pass turns those into updates to your lessons and your memory.

Of the three, the reviewer pays off fastest. Start there if you only want to switch on one.

Turn your always-on rules into a skill. A reference to a file in your settings only works while your vault is connected. A skill belongs to your account and loads in every chat and every project. Start with your writing rules: ask Claude to build a skill called writing-rules from nlp-rules.md and humanizer-approach.md.

Keep an eye on lessons.md. That file grows faster than you expect. So with every correction, decide the destination first: if the lesson describes how a document comes about, it goes to the skill that makes that document, and only what fits nowhere else goes into lessons.md. Rewrite an existing lesson rather than adding a second one beneath it. The management rules sit at the top of the file.

Done when you have closed one working session with a log and the first lesson sits in 10-SYSTEEM/lessons.md.

Switch on the hard guardrailsoptional

A guardrail in your global settings is an instruction. Claude usually follows it, but it remains text. A hook is binding and works at tool level.

In 10-SYSTEEM/hooks/ sits a PreToolUse hook that enforces your most important guardrails. The hook runs before Claude uses a tool and blocks whatever you have ruled out, for example sending email or touching your git folder. Installation goes through hooks/INSTALLEREN.md.

Do this step if you give Claude access to things you would rather not lose. If you only work with individual documents, you can skip it.

Where the hook applies. The hook lives in ~/.claude/settings.json on your own computer and works in sessions that run there. A task that runs in the cloud does not read that file. There your guardrail applies only as an instruction in your global settings.

Done when the hook runs and a test call to a blocked action really is stopped.

Set up the compiler vaultoptional

If you work with incoming sources such as meeting notes, exports or reports, things fill up quickly. Claude rereads the same raw files for every question, which is slow and produces mistakes.

The compiler vault solves that with two folders. In 20-RAW you drop your untouched sources and you never change them again. In 30-WIKI sits the compiled synthesis per topic, and that is what Claude reads back. How it works is described in 10-SYSTEEM/compileer-schema.md. Personal data of clients or applicants does not belong there. It stays in the protected system where you manage it, such as your CRM or your case management system.

One rule matters here: a text Claude wrote earlier is not a source. Always check a factual claim against 20-RAW before reusing it, even when it already appears in an approved document.

Done when your first source sits in 20-RAW and the compiled version in 30-WIKI.

Add the skills

A skill is a recorded way of carrying out a recurring task. You describe once how it should go and Claude follows that description every time after. Skills can be shared, so what you build a colleague can use.

The kit points to two skills to start with. The Humanizer strips AI patterns out of your text and was built by @blader, available at github.com/blader/humanizer. The brand-voice skill derives your writing voice from your own material, see step 1.

After that you build your own. Look at tasks you do more than three times a month where the result has to look the same each time. Those are your candidates. Where a context skill from step 5 describes what applies in a work area, a task skill describes how one job runs.

Done when the Humanizer runs on a text and you have built one skill of your own for work you do often.
What's inside

The parts, available individually

Prefer everything at once? Use the button at the top or the bottom for the full zip.

START-HERE.md

The guide. Works through the nine steps in order.

CLAUDE-global-template.md

Template for your personal settings. Fill it in and paste it once, at Instructions for Claude.

memory-intake.md

Template for the facts Claude remembers about you, with how to import them.

context-skills.md

Why and how to build a context skill per client or work area, with a fill-in template.

tone-of-voice-intake.md

Questionnaire for your writing voice. Fill in your answers and summarise them into a profile.

tone-of-voice-skill-info.md

Notes on the skill that derives your writing voice from your emails.

humanizer-approach.md

Recognise and remove AI patterns in text, so your writing sounds like yours.

vault-sjabloon/

Full folder and memory set-up with CLAUDE.md, MEMORY.md, resources and note templates. Includes the agile build loop, the reviewer subagent, session-log consolidation, the guardrail hook and the compiler vault. As a zip.

Going deeper

Connections: what you let Claude touch

The nine steps set up how Claude works. Connections decide what Claude can reach. That is a separate decision and it pays to make it deliberately.

Without a connection, Claude can talk and work in the folder you pointed it at. Nothing more. If you want Claude to read your calendar, draft an email or pull figures from a dashboard, you need a connection. These are called MCP connectors, after the Model Context Protocol, the convention that lets Claude call tools from outside.

Every connection brings three things that have to be arranged: signing in to that service, refreshing the access token before it expires, and deciding how far the permissions reach. That is separate work per service, and it comes back the moment a token lapses.

Three ways to connect

Through the guided set-up

Type /setup-claude and work through the questions. This is the route for common services such as email and calendar. You sign in, and Claude sees the tools afterwards.

Through a gateway

A gateway such as Composio bundles hundreds of services behind one connection. You sign in once per service on their dashboard and the tools appear in Claude, without installing anything per service.

As your own connection

For systems with their own logic or their own permissions, such as your database or your advertising accounts. More work to set up, and you keep control over what is and is not allowed.

What a gateway gives you. One place to sign in and one place to see what is switched on. Fixed, described actions per service instead of bespoke API logic. And expansion without installation: you connect a service in the dashboard and you are done.

What it costs you. There is a third party sitting between you and those services. For anything that leaves your desk, so mail and publishing, you handle that with a guardrail that asks for confirmation. See step 2.

Choose each connection deliberately

A connection you switch on and then forget stays open. Run through these four questions before adding one.

Questions 1 and 2

What for, and read or write?

What will you use it for? If you cannot answer that in one sentence, do not connect it yet. A connection without a use sits open with nothing to show for it.

May Claude only read, or also write? Reading is nearly always safe. Writing means something changes at someone else's end: an email leaves, a post goes live, a record changes. Put a guardrail on that.

Questions 3 and 4

What does it cost, and what if it goes wrong?

Does a call cost money? Some services charge per call or per generated file. Record that Claude should check with you first on large actions, otherwise you find out from the invoice.

How bad is a mistake? A calendar entry in the wrong slot costs a phone call. An ad campaign switched to active costs money. The greater the damage, the more explicit the confirmation.

Write your set-up down. Put one line per connection in your global settings: which service, what for, and what Claude may do with it. That saves explaining it in every conversation and it shows when a connection is sitting there without a reason. Keep a longer description in a note in 10-SYSTEEM, answering "why do I use this" per connection.

Check that list against your dashboard once a quarter. In practice the two drift apart: you connect something to try it, or you remove something without updating your settings. Claude then goes looking for tools that are no longer there.

Chapter 10

What's next: building something yourself

Your Cowork is set up. The step after that is having Claude build you something that keeps running.

That building can happen right in Cowork. You describe what you want and Claude handles the code, the hosting and the errors that come up along the way. You do not need to be able to program for it. This is called vibecoding.

What you need is a free account with GitHub, where the code lives, Cloudflare, where the site runs, and Supabase for the database and the backend. You connect those three to Claude once.

What goes online. Cloudflare Pages publishes every file in your repository, including files meant only for Claude: your CLAUDE.md, notes and test files. Anyone who knows or guesses the address can read them. So settle this from day one:

  • Put internal files in .gitignore, or have Claude build a middleware file that blocks them with a 404.
  • Never put names or details of clients or applicants in a file in your repository, not even in a test or a note. Use a role or a letter.
  • In Cloudflare, put preview deployments behind Cloudflare Access. Old deployments stay reachable at their own address until you delete them, so after a change, check such an old address too.

Put these rules in the CLAUDE.md of your repository as well, so Claude applies them in every build block.

Start small. A page that explains something, a small calculator, a chatbot that answers questions about documents you supply. Give Claude a screenshot of a site whose style you like and the result will land much closer to what you had in mind. Allow about fifteen minutes for a first version.

The full walkthrough sits in the Claude Code guide from level 4 of the learning path.

Sources

What this is based on

The learning path in step 0a consists of guides by Ruben Hassid, collected at claude101.com. The selection and the order are mine. The information on courses and certificates comes from anthropic.skilljar.com, the Cowork tutorials and use cases from academy.claude.com/products/cowork. Terms and offerings change, so check them there before enrolling.

The nine steps and every file in the starter kit are from Verver.com. They come out of the set-up I work with myself every day.

Start with the starter kit

Download the full kit and work through the nine steps. Questions, or help with your set-up? Email mark@verver.com.