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Claude Cowork Is My AI Chief of Staff

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Claude Cowork Is My AI Chief of Staff

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1543 segments

0:00

What's up, everyone? Welcome back to

0:01

another episode of Human in the Loop,

0:03

the most actionable AI show on the

0:04

internet. I'm one of your hosts, Alex

0:06

Lieberman, co-founder and managing

0:07

partner at 10x, and this is one of the

0:09

best conversations that I've had since

0:11

starting the show. We have an expert AI

0:13

builder who takes us through how to have

0:15

a 10x setup with Claude CoWork so it can

0:18

truly become your AI chief of staff, and

0:21

then three amazing use cases with

0:23

CoWork, building your own CEO coach,

0:25

building an advisory board, building a

0:27

thought leadership skill that helps you

0:29

create content online. You're going to

0:31

learn so much in this episode, and it is

0:33

truly going to turn Claude CoWork into

0:35

your AI work companion. Let's hop into

0:38

it.

0:40

JJ, thanks for joining the show. It is

0:42

my pleasure to be here, Alex. Thank you

0:44

for having me. We did it. So, if folks

0:46

watch until the end, what can they

0:48

expect to get out of this? They'll get a

0:50

CoWork setup that acts like a their

0:52

executive assistant rather than just

0:53

like a chatbot. You know, something that

0:56

they can use in many aspects of building

0:59

with AI. So, they can not only chat with

1:01

AI, but they can do with AI. Love it.

1:03

And

1:04

you've been creating a lot of content

1:05

recently about CoWork, and some people

1:08

that are watching may know what Claude

1:11

CoWork is, other people may not. Why do

1:13

you think CoWork is such a powerful

1:16

tool? Yeah, so I use Claude Code, I use

1:18

CoWork, and I use Open Claude, and

1:20

they're good in each of their own ways,

1:22

right? Claude Code is really meant for

1:24

like building stuff. Like, I want to

1:26

build real infrastructure. CoWork, its

1:28

bread and butter is in the everyday

1:30

productivity. I need to connect Slack,

1:32

Notion, uh Jira, whatever, bring all

1:35

that together, and then layer in an LLM

1:37

LLM on top of it to use my computer to

1:40

like help me do real stuff, but with my

1:42

own tools. I have like morning recaps of

1:45

like strategizing like me for the day,

1:47

looking at my calendar, looking at my

1:49

email, my Slack events, preparing me,

1:51

things that just come together so easily

1:53

that I can use now with AI to just

1:55

supercharge me from a productivity

1:57

standpoint. And then open claws like a

1:59

really good everyday like little

2:00

assistant, but it's more personal.

2:02

Co-work is like you need a co-pilot

2:05

that's AI powered for your everyday

2:07

work, that's co-pilot. Love it. Well, a

2:09

lot. I'm going to stop talking. Let's

2:10

fire this thing up. I know you want to

2:12

start with a setup because you've set up

2:15

your co-work in a very specific way that

2:17

you think makes it way more powerful

2:19

than just co-work out of the box. So,

2:21

let's go through it. So, for those that

2:23

are just getting started, this is Claude

2:24

and Anthropic. I definitely recommend

2:26

that you check it out on the desktop

2:28

app. There's also a mobile app for it.

2:30

Mobile app provides chat and code, but

2:33

no co-work yet. Maybe stay till the end,

2:35

I'll show you a tip on how you can get

2:36

co-work on mobile as well. But, we have

2:39

our chat. Chat is like chat GPT, right?

2:42

We all know what that is. You're talking

2:43

with AI, that was so 2022. Now, we're in

2:46

co-work. So, I can pull up co-work here

2:48

and I can see a lot of different things

2:50

here, but generally you can see what are

2:52

we going to knock off your list, okay?

2:55

Before I get into that, I just want to

2:56

quickly go over to code. Code is like

2:58

actually coding stuff, but for here

3:00

we're going to stay in co-work. Now,

3:02

what I always recommend is you get

3:04

started with co-work by going into your

3:05

settings and going into co-work here,

3:08

and you want to set your global

3:09

instructions here, all right? Your

3:11

global instructions are who you are,

3:14

uh how you're going to process this work

3:16

this workspace here, uh the people

3:18

related to me, all that kind of stuff.

3:20

Like everything that you want Claude to

3:22

know about you and every single prompt

3:25

goes here.

3:26

I also include things that Claude should

3:28

not do in my global instructions. Claude

3:31

should not delete anything without my

3:33

approval. Claude should not work in a

3:34

different directory without my approval.

3:37

All that kind of stuff because the

3:38

global instructions are like your Claude

3:39

MD, and that means that every single

3:41

prompt your global instructions are

3:43

included there. So, it's very, very

3:45

helpful. So, always start with global

3:46

instructions here.

3:48

Next, we can go over to connectors.

3:50

These are very simple connectors that

3:52

Anthropic has built for you, allowing

3:54

you to connect your key tools. So, as

3:56

you can see here, I've already connected

3:57

my Gmail, my Google Calendar, my Notion,

4:00

my Slack. All right? It's as easy as

4:02

just signing in with that platform. Once

4:04

I connect these connectors, that means I

4:06

can go back to Cohere Work here

4:08

and I can say, "Hey, you know, tell me,

4:10

you know, what's on my calendar for the

4:11

day?" And it'll find my calendar and it

4:13

will, you know, help me do it in that

4:15

way. And it's not just reading, but it's

4:18

also doing things for me. So, I can say,

4:19

"Hey, I I want to do a event a meeting

4:22

with Alex on Friday. Check our

4:24

calendars, find a time that works, send

4:26

him an invite, you know, an email him,

4:28

and let him know." Cohere Work can do

4:29

all of that. So, again, it's reading our

4:31

data and then it's helping to use AI in

4:34

a helpful way to like do things on our

4:37

behalf. All right? Any questions so far,

4:39

Alex? No, I think that all makes sense

4:41

and I think that clarification of like

4:45

understanding all of your context, but

4:48

then taking action based on it is a huge

4:50

unlock with Cohere Work because I feel

4:52

like even if we talk about chat,

4:55

chat, I believe, like if you have

4:57

connectors set up, you could

4:58

hypothetically chat to ask what like

5:01

your, you know, what does your calendar

5:03

look like for tomorrow, but if you

5:06

actually want to take actions on these

5:07

things, I feel like Cohere Work is like

5:10

I almost view it as like

5:12

chat is if I had like a

5:15

a um

5:17

executive assistant who I just had like

5:19

create reports for me or like feed

5:21

information to me, but if I wanted like

5:24

a truly like AI-powered chief of staff

5:27

who kind of acted as like this engine

5:30

behind me for all of the work I need to

5:32

do in a given day and actually take

5:34

action on the things I need done, that's

5:36

kind of where Cohere Work thrives. Yeah.

5:38

And I would say that Cohere Work is

5:39

still new and it's still not 100% there,

5:42

but like you could see the promise and

5:44

you could see that it's worth investing

5:46

in now and you can already see the

5:47

gains, and I'm very confident that

5:49

Anthropic team has

5:51

essentially said, "This is validated.

5:53

Now, we're putting a lot more resources

5:54

there, and we're pushing forward with

5:56

it." I guess someone at Anthropic said

5:58

that Cowork was built in 10 days by like

6:00

two engineers with co- you know, Claude

6:02

code, you know, to like validate it.

6:04

It's been validated. Now, hundreds of

6:06

millions of people are using it, and I

6:07

think we're going to see even more

6:08

improvements in the future. Got it. So,

6:10

in terms of setup, first thing you said

6:11

was global instructions. My

6:13

understanding is like global

6:14

instructions are what are all the

6:17

context and ways of work So, the context

6:19

about you so that Cowork knows who you

6:22

are, knows what you do, know what knows

6:23

what your expertise is, knows how you

6:25

spend your time. Then, kind of like the

6:28

ways in which you like being worked with

6:30

so it engages you in the right way, and

6:31

then things it shouldn't do. And so,

6:33

then anytime you're doing a net new task

6:35

in Cowork, global instructions are

6:37

getting pulled in. So, that was the

6:38

first thing you did. Yeah.

6:40

>> Second thing was connections and

6:42

or connectors, and the way my guess is

6:44

you think about connectors is like what

6:46

are the core applications that you're

6:48

using on a daily or weekly basis to do

6:51

your work, and make sure those are

6:53

connected

6:55

to like or those connections are set up,

6:58

and

6:59

we don't have to talk about this now,

7:00

but a question that comes to mind is

7:01

like what if there are applications that

7:04

Cowork doesn't have an official

7:06

connector for? Is there any way to work

7:08

around that?

7:10

Um

7:10

So, those are the two things. What else

7:12

from a setup perspective is important to

7:14

you? And it sounds like you're also work

7:15

at you're going through custom

7:16

connectors right now. Yeah, so to your

7:19

answer your question, if they don't have

7:20

an official integration yet, but there

7:22

is an MCP server that's already built,

7:24

then you can connect to that MCPC server

7:26

with this custom connector. MCP servers

7:29

are kind of like API connectors kind of

7:30

all rolled up, a little bit technical.

7:32

We don't need to get into it now, but

7:33

that is something that, you know, our

7:35

team at 10x does for our clients and

7:36

whatnot, and and and it's very helpful.

7:38

So, definitely a lot of ability to

7:40

expand onto the Cowork setup as well.

7:43

Um and so I'm going to get back into a

7:45

new task here. And so this is a very

7:47

important thing that I need to show you.

7:48

So we're choosing which folder we want

7:50

to work in. And so co-work it has access

7:53

to your computer, right? And so you

7:55

could literally tell co-work go organize

7:58

the files on my computer or go into this

8:00

folder and

8:02

um organize the receipts for a business

8:04

trip and label them etc. And then open

8:06

up Excel, you know, and it's going to do

8:07

all this stuff. Like it's actually doing

8:09

stuff for you on your computer. But all

8:11

that also means that you need to show it

8:13

where to work in your computer. And

8:15

that's where we're going to take a step

8:16

back and just talk about our

8:17

organization of like the workspace that

8:19

we're creating for co-work here and how

8:21

we think about doing that. So

8:23

I'm now going to pull up my finder

8:25

window here. And so within my project,

8:28

within my Mac

8:29

I have all of my projects are within my

8:31

project folder. Now this is arbitrary.

8:34

It could be whatever is best for you.

8:36

For me, I put projects and then within

8:38

projects I have all this these different

8:40

projects, okay? These are actual like

8:42

coded projects that I'm working on in

8:44

one way or the other. And within that

8:46

project we start to have a file

8:48

structure here. Now the file structure

8:50

is very important because it is how

8:52

Claude can remember how to work with you

8:54

in an ongoing way. And this is where

8:57

chat fails miserably. Because chat

9:00

doesn't have access to ongoing

9:02

uh documents on your preferences, your

9:05

brand voice, your content. It doesn't

9:06

have any of that. And so whenever you

9:07

start a new chat, you lose all that

9:10

context of the previous thread. And so

9:11

you see a lot of people in like ChatGPT

9:13

or whatever it says like this is my

9:15

thread for writing emails and this is my

9:16

thread for writing newsletters. And like

9:18

if you ever create a new new thread,

9:19

it's like oh I got to start all over.

9:21

Not with co-work, not with the proper

9:23

setup here that we're going to show you

9:24

in this video, all right? But it does

9:26

take a second to just get started here.

9:29

And I'm going to put some resources

9:30

below that you can just copy and paste

9:32

so you can get up to speed faster.

9:34

However I want to show you first is my

9:36

brain. So this is like the first part of

9:38

it where I'm going into detail about who

9:41

I am, the channels that I run,

9:44

uh what I care about, how I think about

9:46

my work, my credibility, my positioning,

9:48

etc. All right? And then I get into my

9:51

voice, my strategy, even my email style

9:54

guide, the team members that I work

9:56

with. So, if I pull in Slack

9:58

communications or whatever, it knows who

10:00

those people are, who their roles are,

10:02

maybe if I got to communicate

10:03

differently, you know, if I'm talking to

10:05

our CEO, I got to communicate one way,

10:07

you know, that kind of thing. So, uh

10:09

working preferences, all that kind of

10:11

stuff. And so, Claude knows this every

10:13

time I start a new thread with it

10:15

because it's now working in this

10:16

workspace. And I don't need to tell

10:18

Claude any of this ever again. So,

10:20

that's very important. It's like adding

10:21

memory to your Claude, right? When you

10:23

go to onboard a new employee, you got to

10:25

get them up to speed. This is how you

10:27

get Claude up to speed. But then, once

10:29

they're up to speed, it's like, all

10:30

right, Claude, we have projects that we

10:32

got to do together, right? Uh and we're

10:34

going to work together in a various

10:35

different ways. And so, some of the

10:37

examples that I've been doing a lot of

10:39

or showing a lot of is how I do my

10:41

content creation, because I do a lot of

10:42

content, uh and my content has been

10:44

working quite well recently. It's really

10:46

exciting, uh but this is helpful and

10:49

it's helped me kind of take that next

10:50

step. And so, within the content

10:52

creation folder, I go into each of the

10:55

mediums that I write for. So, I have

10:57

LinkedIn posts, I write for a

10:59

newsletter, I have my X, and my YouTube.

11:01

All right? And now, within each of

11:03

these, think of it as a separate

11:05

employee that I have trained on a very

11:07

specific process for that. So, when I go

11:10

into X here, for example, I have a

11:13

folder with analytics of how my X

11:16

account is performing, including my

11:18

recent replies, and the performance of

11:20

each of those replies or posts, etc. So,

11:23

it took the analytics, and X gives you

11:25

this really nice export output of like,

11:28

here's all your posts and here's the

11:29

analytics. And I started with saying,

11:31

"Hey, Claude, take this analytics and

11:34

use it to help build me an X skill that

11:37

writes for me with within my style, my

11:40

voice, all that kind of stuff that could

11:42

help me write for X using, you know,

11:44

what has worked for me in the past." And

11:45

so, that was kind of the baseline of

11:47

that. And just quickly clarify again for

11:49

folks what a skill is exactly. Yeah. So,

11:53

within each of these folders, you'll see

11:55

that I have a skill outlines here. It's

11:57

a

11:58

We're so lucky because it really has

12:00

been so simplified today. Pre-

12:02

Previously, you literally had code, all

12:04

this kind of stuff, but today, the way

12:05

LLMs are working is a skill is

12:07

essentially an empty a document file

12:10

that goes into depth about a specific

12:13

process that you want to do in a very

12:15

consistent way. So, right now I have my

12:18

YouTube skill popped up, and you can see

12:20

this is all text. And anytime I can go

12:22

in here and I can actually edit this.

12:24

But, what it's doing is it's telling the

12:25

LLM how I want my YouTube outlines

12:28

built, the format, the hook, the

12:31

structure, um everything that it should

12:33

do. And so, that way when I say, "Hey,

12:35

write a YouTube outline," it goes, it

12:37

finds the skill in this folder, it gives

12:39

me an output that's exactly what I'm

12:41

asking for here. That allows me to get

12:43

consistent results in every kind of

12:46

folder that I'm working in, whether it's

12:47

YouTube, X, LinkedIn, whatever I have

12:50

set up there.

12:51

Because I've told Claude where all this

12:53

stuff is and how to navigate this

12:54

workshop workspace, it knows how to get

12:57

in there and access all the skills that

12:59

it needs to do to in do better work.

13:03

Awesome. So, what what I understand so

13:05

far about your setup is basically you

13:07

have this folder structure. In this

13:09

folder structure, you have different

13:12

things that are specific to your work

13:15

that you just want Co-work to reference

13:17

each time you're doing work in Co-work.

13:19

So, it's like the way in which you write

13:21

LinkedIn posts, the way in which you

13:22

write newsletter, the way in which you

13:25

write YouTube scripts, etc. Is there

13:27

anything not content-related that you

13:30

provide in your setup that will help you

13:32

with some of the things we're talking

13:33

about later, like you're going to be

13:34

going through how to have Co-work

13:36

operate like your executive coach or how

13:39

to build a board of advisors within

13:41

Co-work. What other important parts of

13:43

this setup structure do you need to

13:46

provide context in so that it works well

13:48

for some of these later use cases, if

13:49

anything? Yeah, I think the big thing

13:51

here is every time you want to do like a

13:53

new thing, a new task, you should create

13:56

almost like a new folder and a skill

13:58

within that folder specifying how you

14:00

want that task to be done. And I think

14:02

the biggest unlock here that a lot of

14:03

people are not doing yet is when they go

14:06

into their folders, they will maybe

14:08

create like a skill, but they don't

14:10

actually show Claude what success looks

14:12

like, right? And so in this case, I have

14:14

some tweets here from Alex and some

14:16

other people of like, this is what a

14:18

successful post looks like to me. And by

14:21

showing those real examples to Claude,

14:23

it then knows what is defined as success

14:25

to you and it can get very close to

14:28

that, right? But if you don't provide

14:30

that successful post within that folder,

14:32

then it's going to be guessing at what

14:33

success is and you're going to be kind

14:35

of like chasing it until you finally

14:37

figure it out. So, it's definitely

14:39

suggested to add your skill, add any

14:41

kind of related analytics, content,

14:43

brand guidelines, and then what success

14:45

looks like in this way.

14:47

Awesome. So, Co-work setup includes

14:51

global instructions, it includes

14:53

connectors, and then it includes this

14:54

kind of like folder structure that you

14:56

come back to when you're working on

14:58

tasks. Anything else before you want to

14:59

go into specific use cases?

15:02

Um I think that's it and I think we're

15:03

ready to start spinning up our first

15:05

thing here. Uh so let me just pull it up

15:07

on my screen. Cool. And as you spin it

15:09

up, what I'll say is I know JJ covered a

15:11

lot there. Like he said, he created a

15:13

guide for this and he has a guide. I

15:15

don't know if the guide you're referring

15:16

to, JJ, also includes the whole setup,

15:19

but um

15:20

there's a prompt that he has that you

15:22

can just end up feeding to Cogram that

15:25

will take you through the process of

15:26

doing the instructions that he just

15:28

shared with connectors, global

15:30

instructions, and the folder system. So,

15:31

don't worry about having to memorize

15:33

kind of what this whole setup is. Yeah,

15:36

I'm going to be sharing both of those

15:37

guides. So, I have it on screen here.

15:38

This is my 101 guide to getting started.

15:41

It includes everything and all my best

15:43

tips. And then I also prepared a guide

15:45

that we're going to be working on today.

15:46

It's called Cogram for CEOs. And what

15:48

we're going to be doing in the next 20

15:49

minutes or so is setting up a new folder

15:52

with new instructions that will allow us

15:54

to act as our CEO coach, our advisory

15:57

panel, and then like a thought leader

15:59

pipeline that we can use for content

16:01

creation. All right, so each of those

16:03

taking the persona of, "Hey, I'm a CEO.

16:05

I need some specific skills within

16:07

Cogram to help me do my job better."

16:10

That's what we're going to set up in the

16:11

next, uh, I don't know, 20 minutes or

16:13

so. So, I'm good.

16:14

>> Love it. And yeah, and one thing I'll

16:15

just say is like obviously, uh, the use

16:18

case here is like CEO coach, advisory

16:20

board, etc. But, while this is super

16:23

valuable for CEOs and founders, and

16:25

honestly I'm planning on using this

16:27

setup, uh, after we get off of this

16:29

call, um, to me this is valuable for any

16:32

knowledge worker who's looking for kind

16:34

of exact level accountability on the

16:36

work they're doing, a panel of advisors

16:39

who can provide perspective different

16:41

given different subject matter

16:42

expertise, um, and then thought

16:44

leadership. It's like every, from my

16:47

perspective, every knowledge worker

16:48

should be creating content and building

16:51

distribution online because it's an

16:52

accelerant in their career. So, I think

16:54

this is amazing for CEOs and executives,

16:56

but I think any knowledge worker would

16:58

benefit from this setup as well. Yeah,

17:00

100%. So, the first thing I'm going to

17:02

do is I like I want to add these skills

17:04

to my repo. And so, I got to start

17:06

laying the infrastructure so we can

17:08

build a skill that allows Cogram to

17:10

reference it, uh, in in a consistent

17:12

way. And so, I'm going to stay in my

17:13

Cogram workspace here, and I'm going to

17:15

go over to, um, right here. I'm going to

17:17

create a new folder. I'm going to say

17:19

CEO skills. All right. And then within

17:22

that folder, I'm going to go in here and

17:23

I'm going to create one folder for CEO

17:26

coach. And I'm going to create another

17:27

one for uh CEO advisory board. And then

17:32

I'm going to create another one for CEO

17:34

content creation. Now, what I'm able to

17:37

do here by foldering this is that it

17:39

allows me to go into each of these

17:40

folders and create a skill for each

17:42

specific task that we want to do, right?

17:45

And so now that I have this and it's in

17:47

this Co-work workspace here, I'm going

17:49

to go back to Co-work and I'm going to

17:51

tell it which folder I want to work in.

17:53

So, I could choose the top-level

17:54

workspace, which is appropriate. I could

17:56

also go into my folders here and go back

17:59

into my projects. And then I could pick

18:01

specifically the folder here. Um and I

18:04

think there's good ways to do it, pros

18:06

and cons. I think if you go directly

18:08

into this folder, it's going to be

18:10

probably less tokens usage and it knows

18:12

exactly what to do. But if you stay

18:13

here, it might be able to look at your

18:15

full repo, see how you've done it

18:16

previously, and apply that learning to

18:18

helping you build out this. So, I'm

18:20

going to stay in the workspace here. So,

18:21

that allows me to then connect to that

18:23

workspace on the folder. So, Co-work is

18:26

literally working in that folder now and

18:28

it's going to help me get set up here,

18:29

okay? So, the first thing that we want

18:31

to do is we want to build an executive

18:33

coach, right? So, I'm going to just talk

18:35

to Claude here and I'm going to help

18:36

have it help me get set up here. So,

18:39

Hey Claude, I want to help uh have your

18:41

help get set up with a CEO coach. Uh

18:44

this is someone that I'm going to be

18:45

able to uh

18:47

have within my directory. So, CEO coach,

18:49

I want you to build a skill within that

18:51

that almost acts like a therapist but

18:53

offering CEO level advice uh where I

18:56

could go to and ask questions about and

18:58

it's going to help me think about my

18:59

business at large, what these uh key

19:01

decisions are, uh maybe some, you know,

19:04

decisions that, you know, might come

19:05

from all these other decisions being

19:06

made and just think at a high level. So,

19:08

help me build out this skill. Ask

19:10

questions if you have any questions

19:11

about it. and then put the put this

19:13

skill in the CEO coach folder.

19:17

So, I'm going to do that and it's it's

19:19

going to start working on it. So, Cool.

19:21

>> what Claude is going to do now is it's

19:22

going to find that folder for me. It's

19:24

going to look at my repo, all that kind

19:26

of stuff, and now it's going to start

19:28

figuring out, all right, I got to create

19:29

this skill. It's probably going to come

19:30

back with questions to ask me as well.

19:33

And just so as an example for you, but

19:36

like I think this goes for anyone, say

19:38

you have your goals. Like if if it's a

19:40

CEO coach, it's going to want to know

19:41

your goals. Um say like your goals, I

19:45

know JJ, like live in Notion right now.

19:48

Would it Would it know your goals live

19:50

in Notion? Would it end up asking you

19:51

that? Do you have to point it to where

19:53

your goals live?

19:54

Yeah, no, that's a great question. You

19:56

definitely would want to point it there

19:58

because if I had that connector for for

20:00

Notion, it has access to it, but there's

20:03

so much that it has to look through that

20:05

it will be able to find it much faster

20:07

if you're like, "Hey, I have this Notion

20:09

doc here. I want you to review it,

20:11

analyze it, and then help me expand or

20:13

whatever." and you point it to there,

20:14

that will just give you a better,

20:16

quicker result without then having it

20:17

just kind of search for everything cuz

20:19

it literally will search for everything

20:20

until it finds that needle in the

20:21

haystack.

20:22

>> Yeah, you end up just wasting a bunch of

20:23

tokens the less that you're actually

20:25

prescriptive about things. Yeah,

20:26

exactly. So, it's asking, "What's your

20:28

primary role when using this coach?" So,

20:31

I think we could do it in a couple of

20:32

different ways. I'm going to say both

20:34

equally.

20:35

How should we the coach set up in style

20:37

style in terms of style?

20:39

I'm going to say

20:41

I want it to be a direct advisor.

20:43

Should the coach have contacts about

20:44

your specific business?

20:46

Uh

20:47

bake in my contacts there. And then

20:49

should the coach proactively surface

20:50

surface or consequences, etc.

20:53

Always proactive there. And then I have

20:56

that, and then I also have another

20:57

prompt that I want to put in

20:59

that I have provided you with in the

21:02

take home as well. So,

21:04

I'm going to say act as my CEO coach,

21:07

here's some more guidance

21:10

as well. And now on the right-hand side,

21:12

you can see Cohere is starting to work

21:14

here. So, it is act it's looking at my

21:16

instructions. It's looking at me, my

21:19

brand voice. It's learning more about my

21:21

company, which was a big benefit about

21:24

putting this in the general workspace

21:26

rather than just going to the specific

21:28

one. Remember we had that discussion of

21:30

like where do we go? By going top level,

21:32

it's able to access that top level about

21:34

me and get all that information about

21:35

the company I work for and all that kind

21:36

of stuff to now bake it into this skill

21:38

that we're now creating.

21:41

So, we have our progress on the

21:42

right-hand side here. We see that we're

21:44

now writing the CEO skill. Once we have

21:46

that, we're going to be able to go back

21:48

and forth with it. That's the beautiful

21:49

thing about writing a skill. Once you

21:51

have a skill, it's a very like linear

21:54

format of like here's what we need to do

21:55

X, Y, and Z. And as it runs through that

21:58

skill and asks you and you need to

21:59

modify it or like workshop it, it will

22:01

go go back, modify it until you get to

22:03

that consistent result that you want. Uh

22:06

and and that'll be really cool. While

22:08

that While we're waiting for

22:09

>> for that, one thing one thing I was just

22:11

going to say is going back to the

22:12

definition of a skill, like JJ said,

22:15

it's a markdown file. Another way I

22:17

think about it is it's just a long

22:19

prompt. Like like if you are in

22:24

uh Claude chat or Cohere or if you're

22:26

using ChatGPT or Gemini and you go into

22:29

chat and you tell the LLM to do

22:33

something, that is a prompt. You're

22:35

prompting it to do something. A skill is

22:37

nothing more than a longer kind of

22:41

standardized prompt that you think

22:45

you're going to want to use on a

22:46

recurring basis, so you want it saved

22:48

somewhere so you don't have to end up

22:49

typing out this long specific prompt

22:52

every time to get a similar type of

22:53

output. Yeah. Well well said. Well said.

22:57

I also want to show you while we're

22:58

waiting for this. If I do a backslash

23:00

here, I will have access to certain

23:02

things, and so I have different commands

23:04

here. I have different connectors here.

23:07

I have different plugins here. And while

23:09

we're waiting for this to finish, I can

23:10

go into manage plugins, and it's a new

23:13

thing that Claude has introduced in the

23:15

co-work. And so you can see plugins that

23:17

are pre-built for you. I personally use

23:19

a productivity plugin. I think it's

23:20

really good. And it helps you just put

23:22

together your to-do list and and think

23:24

through your day. It also comes with a

23:26

memory plugin built in that I think is

23:27

helpful for remembering additional

23:30

things. But you can build other things

23:31

like, hey, a customer support one, an

23:33

engineering one, etc. And the really

23:36

cool thing that they've added is you can

23:38

build your own custom plugins that you

23:39

add here, and then allow to share with

23:42

your team members in your own workspace.

23:44

So, for example, say I'm on the GTM

23:46

engineering team, I put together a

23:48

really cool skill for GTM workflows. I

23:51

can upload the plugin here, share it

23:53

with my GTM pod, and they'd all be able

23:55

to access it, but no one else on the

23:56

internet would be able to access it. So,

23:58

it's a safe way to create custom plugins

24:01

and to share custom plugins in this

24:03

manner here.

24:04

And just one question here is

24:06

go back to

24:08

chat for a sec where you did the slash

24:09

commands. I just want people to quickly

24:11

understand, like do a slash command.

24:14

Yeah. Okay, so what are the for people

24:16

who are looking at this and there's like

24:17

a lot going on. There's plugins, there's

24:20

commands, there's connectors, and then

24:22

we were just talking about skills. Can

24:23

you just give quick like quick hit

24:25

definitions of how these things are all

24:27

different from each other? Yeah, of

24:29

course. So, I'm going to start with

24:30

skills.

24:31

Skills are what we're creating now, and

24:33

it's like there's one thing that it

24:34

needs to be really good at. Right now

24:36

we're building the best CEO coach in the

24:38

world. However, at 10X we also have the

24:41

best AI newsletter in the world as well.

24:43

And I have a plugin that I use to help

24:45

me create that newsletter. And so, the

24:48

difference is with a skill you're doing

24:49

one thing, but with a plugin, I'm able

24:52

to have it do a series of things in the

24:54

order that I want to kind of essentially

24:56

build a workflow of the best way to

24:58

process this. So, for example, with our

25:00

Archer Think newsletter, I say, you

25:02

know, {slash} plugin, I do Ultra Think,

25:04

and then it says, "Okay, great. Let me

25:05

go do research on the internet." While

25:07

it's doing research on the internet for

25:09

latest AI news, it's also interviewing

25:11

me and asking me questions about what I

25:12

want to talk about, things I want to

25:14

point out, all that kind of stuff. And

25:16

then once it's done series one and two,

25:18

then it will write the the newsletter as

25:20

a third step. And that's a plugin. It's

25:22

taking three steps, combining it

25:23

together in a workflow, uh and you're

25:25

able to publish it in that way. Whereas

25:27

a skill, it's just very much a CEO

25:29

coach, and it's going to be a really

25:31

good CEO coach, but it doesn't have

25:32

multi-steps in that action yet.

25:34

Got it. Super helpful.

25:36

Um so, we are in uh Co-work is now doing

25:40

this live preview on the right-hand

25:41

side, new changes every day, love to see

25:43

it. So, we're seeing our CEO coach with

25:46

our skill here, uh and some and the way

25:48

that it has like kind of done it so far

25:51

for us, right? Um and so, now what we'd

25:54

like to do is kind of go back and forth

25:55

of like

25:56

seeing how it works, right? Um and I

25:59

don't know if there's any kind of

26:01

uh thing that we should feed it, Alex,

26:03

to see like if the feedback it gives us,

26:05

but generally there's always like a

26:06

workshop cycle of like this skill is now

26:09

live, now we want to feed it a real

26:11

scenario, see how it responds, make sure

26:13

it's helpful, if not, we tweak it until

26:16

it is. I I I have one idea, which is

26:19

something you and I have been talking

26:20

about is should we increase the

26:22

frequency of our newsletter Ultra Think

26:24

to two days a week?

26:26

I'd be very curious for it to help you

26:28

think through not only does it make

26:30

sense for us to do that, but what are

26:32

the trade-offs that you would make if

26:34

you had to spend the time because you're

26:36

currently writing our newsletter, if you

26:38

had to spend the time doing this, what

26:40

are the trade-offs you'd be making of

26:42

other things you couldn't do?

26:44

Yep.

26:46

That's great.

26:48

All right. So, uh my typing is now

26:50

terrible because I use voice to text for

26:51

everything, but there it is. We've added

26:54

in there. uh uh What do you What do you

26:55

use for voice to text? Uh Whisper, of

26:57

course.

26:58

>> Cool. Yep. Um so, let me read the skill

27:01

first, get the context I need before I

27:02

give you my full take. I need one piece

27:04

of context. When you say Ultra Think, is

27:05

it a newsletter? Um so, it's asking for

27:08

more information before it, which is

27:09

good. It's It needs that before it can

27:10

make a proper decision.

27:12

Uh so, it says that says I have enough

27:13

information. The question isn't really

27:15

should you go to exit The question is

27:17

what is a new newsletter job in the

27:19

flywheel and the frequency the

27:20

bottleneck or

27:22

and is frequency the bottleneck or is it

27:23

something else? My direct take, probably

27:25

not yet. Uh probably not for a while,

27:27

and here's why. The tradeoffs, the

27:29

sequence order cons consequences, the

27:31

risks. So,

27:33

listen, we did one prompt. We built this

27:35

skill. I think we're already seeing like

27:37

actionable like responses that are very

27:40

helpful and better than what we would

27:42

see in chat, and this is again after

27:44

just one skill. We could then go back

27:46

and forth with this and really workshop

27:48

it. And then it would at any time we

27:50

could just say, "Hey, a team member

27:51

comes to me." or say there's a Slack

27:53

conversation that's happening. You don't

27:55

really know how to do it. You could

27:56

literally direct Claude to that Slack

27:58

conversation,

28:00

um you know, with your connectors here

28:02

and say, "Hey, review this conversation.

28:05

How should I respond to it? What is the

28:06

leadership position here?" All that kind

28:08

of stuff. AI can start helping you with

28:10

that and think about it at a high level

28:12

with everything in mind rather than a

28:13

quick emotional response. So, it it can

28:16

help you in every aspect, and it we just

28:18

are 10 minutes into this. Yeah, yeah.

28:20

Just a question there is like very

28:22

tactically, if you wanted to ask it for

28:25

its take on a Slack conversation, how

28:27

would you functionally do that in

28:29

Cohere?

28:30

Yeah, I think again, going back to the

28:32

Notion example, I would actually share

28:34

the the Slack conversation with them

28:36

like the URL right there, and because it

28:38

is connected via the connector, it would

28:40

have access to do that. It'd be able to

28:41

read it all, and then it would be able

28:43

to uh you know, give you advice on

28:45

what's going on there.

28:45

>> Cool.

28:46

Awesome. Um, and then

28:48

I It's interesting. I don't know if

28:50

you've seen this. This is the first time

28:51

I've seen this like eval review on the

28:54

right side. Um, so

28:56

how is this supposed to work here? Like

28:58

how Do you Do you have any sense of like

29:00

basically I guess it's showing you a

29:02

scenario of how of how this skill could

29:05

be used and then you get feedback and

29:06

I'm assuming it would then just

29:08

automatically change the skill based on

29:09

the feedback you give. Exactly. They

29:12

created more of an interface to help you

29:13

process this because before you kind of

29:15

needed to know what the prompt and now

29:17

it's a little bit more clear of how we

29:19

can improve it together. That's awesome.

29:21

Cool.

29:21

Love it. Anything else on CEO coach

29:24

before we move to advisory panel?

29:26

>> No, no. I think that's it for now. I

29:28

think you now know the general gist of

29:30

how we get there and and you could

29:32

workshop this. It's very helpful. Let me

29:34

show you repeatable motion again and

29:37

this is going to be a sub agent advisory

29:39

board and honestly it's like low-key one

29:41

of my favorite things. Love it. So I'm

29:42

going to go back here. I'm going to say

29:44

all right. So we have our CEO coach here

29:46

and now look at that. Within that we

29:48

have our skill that we've already added

29:50

there. Fantastic. So I'm I'm really

29:52

excited about that. One thing though is

29:54

look at it didn't put it in the right

29:55

folder here. So I could just literally

29:57

take this, copy this, bring it in here

30:00

and paste it and that would be

30:01

sufficient. So like we're not This is

30:03

not rocket science. So like we know how

30:05

to organize folders and whatnot. It's

30:06

just we got to take the time and learn

30:08

how

30:09

LLMs are using the context of our

30:11

systems to make better outputs. Once we

30:14

got that we're like we're ready to

30:15

cruise here. So the next thing that we

30:17

want to do is build a skill for an

30:19

advisory board, okay?

30:21

So we already got that folder in place.

30:23

I'm going to go back to Claude CoWork

30:24

here. Now I'm actually going to create a

30:26

new thread. I'm going to get out of here

30:28

and I'm going to create a new task. And

30:30

the reason being is this this thread

30:32

right here is very context heavy in

30:34

creating a skill for an CEO coach. I

30:37

don't want that yet. I want a new

30:38

context thread started of like a new

30:40

skill for an advisory board. There's no

30:42

reason to mix that. So, if think about

30:45

threads as like for each thread it's

30:47

like your to-do list. It's one item on

30:48

your task. And I think the better that

30:50

you can manage that, there the less

30:52

tokens you'll spend and the quicker

30:54

you'll be able to get to the point

30:56

you're trying to do because it's it's

30:57

feeding through less content and it's

30:58

straight to the point. Make sense?

31:01

Make sense. Cool. All right, so I have a

31:04

another prompt that I'm going to copy

31:06

and paste here. Again, I'll give you

31:08

this in the guide, but

31:10

next up we want to create a new skill

31:12

for a CEO advisory board. And this

31:15

advisory board is going to be using a

31:17

series of sub agents that we have to

31:19

define a persona for to help us evaluate

31:22

decisions based on our ICP and our

31:24

customer persona. Here's a generic

31:25

prompt that I'm going to help for you

31:27

structure this skill, but go off, create

31:29

the skill, ask me any questions you

31:30

have, and then place it within the

31:33

folder for advisory board. Thank you.

31:36

You are just so damn polite to your

31:38

LLMs.

31:41

They will come back one day and

31:42

hopefully they will love me back.

31:45

And and we can do this when you finish

31:47

the advisory board, but one thing I'm

31:49

thinking about one thing about two

31:51

things. One is I think like as it is

31:54

these specific skills are super valuable

31:57

for viewers and they should set them up

31:58

themselves, but I think how you are

32:00

going about setting up skills like that

32:02

just the general flow is as important

32:05

because everyone has their specific ways

32:07

of working and just knowing okay, in

32:10

order to create a skill, I need the

32:11

right folder structure on my computer. I

32:13

need to tell

32:15

Co-work that I want to create the skill.

32:17

I need to give it some context and I

32:18

want it to ask me questions. Like that

32:20

flow and then once the skill is done,

32:22

let me actually test it out and let me

32:24

provide feedback. By providing feedback

32:26

the skill is going to get updated by

32:28

Co-work which is going to make it better

32:29

each time. Like understanding that flow

32:31

is so important. That's how you get

32:33

leverage of just like not just having a

32:35

single skill, but just having this army

32:37

of skills. The other thing that I would

32:40

love for you to share, whether it's with

32:41

the advisory board or the CEO coaches,

32:44

let's just say you you make this. You

32:46

come back a week later, and you're like,

32:48

"I want to invoke the CEO skill now.

32:51

Like, I'm making a specific decision,

32:52

and I want to use that skill." Like, are

32:54

skills always on, or do you have to call

32:56

them at like when you need them? How

32:58

does that work? Yeah, that's a that's a

33:00

really good question. Thanks for that

33:01

callout. So, you can build the the way

33:04

that the skill invoked into the skill

33:06

itself, and depending on how sensitive

33:08

it is, you can also reference that at a

33:10

high level. So, for an example, it's

33:12

going to know out of the box how to

33:14

invoke it, but there are situations

33:16

where it might not be invoked if you

33:17

don't tell it to. So, you can have uh in

33:21

the skill saying, "Invoke this skill

33:23

when I ask you about X, or I ask you

33:25

about Y." Those are clear indicators to

33:27

the LM that it needs to be invoked.

33:29

Cool. But, sometimes the skill are like

33:31

subfolders in it doesn't see it. So,

33:33

that's when you go back to your main uh

33:36

folder here, and you look at the

33:37

workspace map. This is very important

33:40

for Claude to understand what's going on

33:43

in your workspace, and it and the map

33:45

and how it should process everything.

33:46

And so, every workspace should have that

33:48

top-level map there that maps out

33:50

everything, and it needs to stay

33:51

updated, otherwise it won't be able to

33:52

find it as easy. But, this right now

33:55

will then show, "Okay, in X, here's my

33:57

clear skills, analytics, posts, etc." A

34:00

very clear structure of how Claude is

34:01

going to navigate this, so we can go

34:03

straight to what it needs um as well.

34:05

And then in this top nav as well, like

34:07

the workspace map, you could also say,

34:09

"Hey, how should you use this?" And then

34:11

you should can also add in there, you

34:13

know, specific skills that you want to

34:15

invoke, how you want to invoke it, kind

34:16

of like global instructions. This

34:18

top-level map is like a second layer of

34:21

like adding sensitivity to something

34:23

that you really want to be included. Two

34:25

questions here. One, why does workspace

34:28

map not get included in global

34:29

instructions? What's the reason you keep

34:31

it at this level? Um and then the second

34:33

is, did you have to build the workspace

34:35

map? Cuz I'm sure someone watching this

34:36

right now is like, "Holy like this

34:39

is a lot. Um

34:41

uh do I need to build the map? And also,

34:42

as I'm adding new folders and new

34:45

skills, do I have to update the map?

34:46

Like, what what is my responsibility

34:48

here?" Yeah, I know, that's a great

34:49

question. Global instructions, as you

34:52

saw from the input, it's like very

34:53

simple text, right? You can't do a ton

34:55

in there. And so, that is like top

34:57

level, I need you to know this, but I'm

34:59

not going to go like super deep. Though

35:02

then the workspace workspace map is

35:04

where I go super deep on the hierarchy

35:05

of everything. And yes, I do tell Claude

35:07

to make it, but it's as simple as

35:09

something along the lines of going into

35:11

a new thread and saying, "Update my

35:14

workspace map for the folder with

35:17

latest, right?" And then it will do

35:19

that, and then it will update that file

35:21

for me. And so, this could be um like a

35:23

scheduled task, for example, like I

35:25

could go in here and create a new

35:27

scheduled task to run every single day

35:29

to have that do that for me. Uh we

35:31

haven't talked about scheduled tasks

35:32

yet, but it's a really cool way that you

35:34

can set a frequency of co-work to

35:37

actually do stuff for you. Uh and one

35:39

example of this is every morning at 7:00

35:41

a.m. I have it run a check on my Slack,

35:44

my email, my calendar, uh my Notion to

35:47

see if there's anything that urgent that

35:48

needs my attention. And it kind of gives

35:50

me a daily uh uh

35:52

meeting a daily prep for like when I

35:54

walk into the office that is already,

35:56

you know, ready for me to see, and all

35:57

the high priority things are already

35:59

there. So, that's a daily briefing, and

36:01

there's a lot of different ways that you

36:02

can schedule these different tasks.

36:05

Love it.

36:07

So, we are here and uh working on the

36:09

CEO advisory board. It's building this

36:11

skill. Uh it found uh sub agents. Uh

36:15

well, in actual in the uh

36:17

the prompt that we gave it, we asked it

36:20

to do

36:21

uh five different sub agents here. So,

36:23

the operator,

36:25

the skeptic, the customer advocate, the

36:26

finance partner, the risk legal. So,

36:29

these are sub agents. Now, for those

36:31

that don't know what a sub agent is,

36:32

essentially, right now we're talking to

36:34

an agent. And normally, it has one agent

36:36

doing stuff for us. But, the whole

36:38

concept of this advisory board, which

36:40

again, I love and you can repurpose any

36:42

way that's best for you and your org, is

36:45

Claude is able to spin up sub agents.

36:46

So, those are agents that are working

36:48

under your main agent, and they kind of

36:50

have like a fresh context window, and

36:52

they're able to take on your persona

36:53

that you define it. So, for this

36:55

example, we would spin up a sub agent

36:57

that has a persona that's defined as the

36:59

operator. Now, we can go like niche on

37:02

this and really define what each of

37:03

those personas are. This prompt was a

37:05

little high-level, and it just said,

37:06

"Hey, take on a normal operator

37:08

persona." But, we could go in there, and

37:10

I do for my content, where I have, you

37:12

know, my ICP personas, and I use an

37:14

advisory board for my ICP personas to

37:17

analyze the content before I even

37:19

release it, so I can get their feedback

37:21

and proactively make those updates

37:23

before I even send it there with having

37:25

these sub agents. So, it's a ability

37:27

it's a way for you to send sub agents

37:29

with whatever persona you want to work

37:32

domains, uh work spaces, notion docs, or

37:35

whatever, to analyze something from

37:37

different various perspectives to bring

37:40

all the feedback back to your main

37:41

agent, and then your main agent will

37:43

sort through it, figure out what's worth

37:44

keeping, showing you all the feedback,

37:46

and then you can kind of workshop it.

37:48

So, it's a very clear feedback loop that

37:50

you can create using co-work and Claude

37:52

code and as well and as matter of fact.

37:55

Love it.

37:57

Um I also want to point out while this

37:59

is this is working here, uh the runs are

38:01

done, it's doing any val here, but this

38:04

folder structure that we have put

38:06

together, not there, it is Let me see.

38:08

Let me get back to it. This folder

38:10

structure that we put together here,

38:12

this is very universal. You can bring

38:14

this with you wherever you go. So, if I

38:16

wanted to go into Claude code, I'd say,

38:18

"Hey, you know what, Claude code? Go

38:20

into that folder structure and use that

38:22

same folder structure and work out of

38:23

it, right? If I wanted to go into Codex,

38:26

I could do the same thing and go into

38:28

Codex and find that folder structure and

38:30

work out of it. So, there's no matter

38:32

what you're building here, these AI

38:34

coding tools are kind of reading from

38:35

the same thing and you could take a lot

38:37

of what you build here and take it with

38:39

you as you go between it all. It's

38:41

really just a folder of all your

38:42

information, your memory, your contacts,

38:44

the operating instructions that you give

38:46

to that AI leader that it that is then

38:48

able to process it better for you. So,

38:50

this isn't just Cohort, it's everything.

38:52

Love it. One thing I'll just add, if say

38:55

you end up implementing the CEO coach,

38:58

the advisory board, the thought

39:00

leadership, um,

39:02

generator, which is the third, uh, skill

39:04

we're going to go through. But say

39:05

you're like, I don't know what other

39:07

skills I want to create in my role. One

39:08

thing I just want to quickly share while

39:10

this is still running is, so we actually

39:12

put this in, uh,

39:14

the most recent, uh, 10X newsletter

39:16

called Ultra Think. Basically, uh, what

39:19

it is is someone posted, "Run this

39:22

prompt frequently, you're welcome." And

39:24

what the prompt is is it says, "Scrape

39:26

all of my Claude sessions on this

39:27

computer. Give me a breakdown of all the

39:29

things I do, things that are worth

39:31

making it to skills versus plugins

39:33

versus agents versus claude.md." And so,

39:36

this is a great way where

39:39

you can just have an LLM identify

39:42

patterns of work that you do frequently

39:45

that can likely be turned into a skill

39:47

to support you in doing that work. So,

39:49

we'll we'll uh, share this in the show

39:51

notes, but I think this is a great

39:53

prompt. If you don't have a skill top of

39:54

mind that you want to build, use this

39:56

prompt to start getting the ideas going.

39:58

Yeah, uh, that's a great call out. Um,

40:01

and I think there's a lot of

40:01

self-learning, uh, to be had there. And

40:04

and you can also, um, use Cohort for

40:07

that. You can have it analyze your

40:08

workspace. You can have it optimize,

40:11

organize your workspace, like Totally.

40:13

Cohort can do a lot of this. In in guide

40:15

that I'm going to share with you

40:16

afterwards, um, right here. The main

40:19

prompt right here is this copy and paste

40:21

prompt. It's literally going to Once you

40:23

copy and paste it, it's going to

40:24

interview you and build out this folder

40:27

structure for you on your behalf. So,

40:29

you don't even need to build out the

40:30

folder structure, you just need to know

40:32

you need to do it and you need to be

40:33

spend the time to really kind of like

40:35

fine-tune it. But, once you have it

40:37

again, you can use it in so many

40:38

different ways. Wow.

40:40

This is still running, but let me show

40:42

you something that not a lot of people

40:43

kind of think about right away. You can,

40:46

of course, run multiple agents at a

40:47

time. So, while this is working, I'm

40:49

going to get a head start on our next

40:51

one. So, we're here working on the

40:53

advisory board skill, right? Now, we're

40:55

getting some strong results. It's

40:57

self-evaluating

40:58

itself and it's starting to do a lot

41:00

more self-testing. It looks like it's

41:02

almost there. But, something that a lot

41:04

of people don't really think about or

41:05

realize is you can run multiple agents

41:07

at a time. So, I have this one working

41:09

for me creating an advisory board right

41:11

now. But, I want to do something else as

41:12

well. I want to start getting to work on

41:14

our final one, which is a CEO content

41:16

pipeline, right? And so, again, I would

41:18

go back into my folder structure here.

41:20

I'd go back into my CEO skills here and

41:22

I'd see that my CEO content creation is

41:25

empty and that's where I want to work

41:27

out of. And quickly, I just want to

41:28

check my advisory board. I see that

41:30

there are stuff being done here. Cool.

41:32

So, I'm going to stay in this folder

41:33

here.

41:35

And the next thing I'm going to do is

41:36

I'm going to copy this next prompt in

41:37

and I'm going to say,

41:38

"Hey Claude, help me create this thought

41:41

leader pipeline and this is going to

41:42

help me create content that I want to

41:45

post on various platforms uh for my

41:47

thought leader style piece. This needs

41:49

to reflect my business, my learnings, my

41:51

history as a leader. Uh Think of it as a

41:54

executive thought leadership and I

41:56

really need you to help me fine-tune

41:57

this tone and create a style that and

42:00

skill that helps me write in this

42:02

manner." And now, I'm also pasting the

42:04

prompt that I am putting in here as

42:06

well. Again, I'm going to share this

42:07

with you, but in in more detail, it just

42:10

goes through the areas of content

42:12

pipeline that we want to think of

42:13

expertise audience platforms create like

42:16

an idea capture system and I topic

42:19

scoring

42:20

workflow

42:21

distribution cadence etc. It's really

42:23

going to help you put together a content

42:26

pipeline from that executive thought

42:27

leadership angle.

42:29

So that's going to get the work there.

42:31

This agent is now running and you see

42:33

this blue icon over here. That means it

42:34

is done and it's ready for us to review.

42:37

And so now back over here on our other

42:38

one, we see that this has done some cool

42:41

stuff for us. So the skill is built and

42:43

saved to CEO coach CEO advisory board.

42:46

The skill file is ready to install the

42:48

valve review HTML has side by side

42:50

outputs. So what the skill does? You

42:53

paste in a launch plan assumptions and

42:54

constraints. Five board members run

42:56

independent evals each with defined

42:58

missions. They ask questions. They ask

43:01

and then they score it and then they

43:03

give you a verdict. And so this is all

43:05

happening. Claude went in through and

43:07

did some self-evaluation

43:09

and now I'm able to invoke this skill

43:11

whenever I need to. So I could I think

43:14

could I go in here? Let's see. I might

43:16

not going to be able to invoke a skill

43:17

that way, but what I could do then is to

43:19

test it out is just some simply ask it

43:22

to

43:23

maybe a similar prompt to what we had

43:25

before of

43:27

Hey Claude, I want you to test this

43:28

skill out. We're thinking about turning

43:30

Ultra Think newsletter which is

43:32

currently just running once a week into

43:34

a multi-week newsletter post. Help me

43:37

evaluate the decisions of this use my

43:39

ICP personas to help me figure out if

43:41

this is something that they'd want. Do

43:43

some market research here and just come

43:45

back with my advisory board letting me

43:47

know if this is the right decision or

43:48

not. So I put it in there. Maybe the

43:50

scenario isn't best for an advisory

43:51

board. Let me give you another example

43:53

of how I use this scenario.

43:55

I recently had a created a

43:57

self-published a Slack case study. And

43:59

so when I was self-publishing that class

44:00

case study, I had the written output and

44:03

I wanted to have an advisory board

44:05

review it from a Slack perspective, a

44:07

copywriter perspective, and just an

44:09

audience perspective. And so, I fed it

44:11

the final output, the advisory board

44:13

went through and helped me workshop it

44:15

until I felt it was ready to publish.

44:18

Uh and then I published it and and

44:19

actually Slack went on the reposted and

44:21

supported and whatnot. So, that's a

44:22

really cool real world scenario of I

44:25

wrote something, I wanted someone to

44:27

check it uh before I put it out. Maybe

44:29

my employees, my team members were busy.

44:31

This is a way that I could use Super AI

44:33

to help me with that and make sure that

44:35

that first draft that I put out is the

44:37

best draft.

44:39

Love it.

44:41

All right. So, we're over here, back

44:43

over here talking about content pipeline

44:46

that we want to do. It's asking me

44:47

questions to further build this skill.

44:49

And I think after now, you've seen that

44:51

we've gone through this a series of

44:53

time. We built three different things

44:55

and the flow is very similar for each.

44:57

We're telling it to uh build skills for

44:59

us. It's asking us questions. Uh it's

45:01

figuring out what our preferences are.

45:03

And then once the skills are built, uh

45:05

then we can go ahead and test and

45:07

workshop them. And then we'll always

45:09

have those skills that we can use uh

45:11

going forward. And so, uh we've done a

45:13

lot in this workshop. Uh we've put

45:16

together multi-agents. We set up our

45:17

global instructions. We've set up our

45:19

repo here.

45:20

Um set up our repo

45:23

uh with our project folder. It's going

45:25

to be right in here. We talked about the

45:27

importance of adding the context here.

45:29

We talked about the importance of adding

45:30

a workspace map. We talked about plugins

45:33

versus skills, adding connectors, and

45:35

just generally the best way to work with

45:36

Co-work.

45:38

I would like to say at the end that this

45:39

isn't an advertisement for Co-work. This

45:41

isn't even an advertisement for

45:42

Anthropic. This isn't an advertisement

45:44

for you to do more with AI. AI is long

45:48

beyond AI slop. AI is so helpful in

45:51

every aspect of your day. GTM, customer

45:54

support, sales, engineering, whatever

45:56

you want it, you can get really

45:58

high-quality results. I'm using even

46:00

using Claude code to help me edit videos

46:01

these days. I just got off an event with

46:03

someone that's using Claude code to do

46:05

programmatic meta ads. Like, what you

46:07

can do with AI is mind-boggling. And so,

46:09

this is an advertisement for you to stay

46:11

curious, to keep experimenting, to keep

46:14

pushing the limits.

46:15

Uh and if you ever want to bring

46:17

something like this to your org, make

46:18

sure you call us at 10X because we can

46:20

help you do it at an enterprise level.

46:22

Love it. One last question for you cuz I

46:23

know you promised this at the beginning

46:25

and I want to make sure we deliver on

46:26

our promises. You mentioned about using

46:28

co-work in mobile. How do you do that?

46:30

Oh, this is a fun one. Uh all right. So,

46:33

if I were to pull up mobile,

46:36

um which I can't do just yet, but

46:38

co-work is not available on mobile. And

46:40

this actually, thank you for doing this

46:42

cuz we needed to really cover this.

46:44

Co- So, co-work is not available on

46:46

mobile right now, right? And co-work is

46:49

currently only on my device. Say I

46:52

wanted to bring all of this to Alex. I

46:54

couldn't do it right now because

46:55

everything is just on my device here,

46:58

right? So, that's where we need to

47:00

introduce a new system to allow you to

47:02

bring everything that you do here to be

47:05

accessible via the cloud. Because right

47:07

now, this is all on my device. But, I

47:10

can create stuff for my team, I can

47:11

create stuff for my department, my pod,

47:13

etc. And they can then all access it and

47:15

download it. And there's a key flow that

47:17

you need to know. And it's a scary word

47:19

called GitHub. It doesn't need to be so

47:21

scary though. Let me just show you a

47:23

high-level way of the way that this

47:25

would work. So, first thing that we want

47:26

to do is we want to create a GitHub

47:28

account. A GitHub account is a free

47:30

account and you can use it in a variety

47:32

of different ways. Now, why do we want

47:34

to create a

47:35

a GitHub account? Because you're going

47:37

to need to create a new repo. A new repo

47:39

is essentially a folder for your files.

47:41

Think of it like this. GitHub is the

47:43

cloud. It allows you to take the files

47:45

from your device, upload it to the

47:47

cloud. Then, I could share this folder

47:49

with Alex and you could download all of

47:51

those folders from the cloud into his

47:53

device and access it, right? So, that's

47:55

very important. So, right now what we're

47:57

going to do is we're going to say JJ

47:59

co-work setup. And I'm just going to say

48:02

I want this private. If you don't make

48:03

this private, it will be public on the

48:05

internet. So, make it private. We're

48:07

going to create this repo here.

48:09

Right? It's going to create it and it's

48:10

going to give us this URL. Now, we can

48:12

copy this URL,

48:14

go back into Claude here, and then we

48:17

would say something along the lines of

48:19

publish this folder to this repo, and

48:22

then paste that in. And then, what will

48:24

happen is it will look at the folder

48:26

that you're in, which is essentially our

48:28

co-work folder, and it will take all of

48:30

the folder the content in this co-work

48:32

folder and upload it to that GitHub repo

48:36

right here. Then, I could share this

48:38

with Alex, and he can download it. Or, I

48:40

can share it anyone on my team, they can

48:41

download and get access to it. But, the

48:43

real unlock here is that once you do

48:45

that, then you can go into Claude Code

48:48

on your mobile phone, and you can access

48:51

that GitHub repo, and you'd be able to

48:53

access all of the files that were on

48:55

your device now on your phone. And this

48:58

is very helpful because, like, I'm doing

48:59

a lot of content creation on my phone,

49:01

and so I have my co-work setup all on my

49:03

phone. So, I open up Claude Code on my

49:05

phone, it accesses my co-work setup with

49:07

all my X writing, my LinkedIn writing,

49:09

all that kind of stuff. I ask it to help

49:10

me write something, it will do it, and

49:13

it will leverage all of the skills in

49:15

the workspace that I've set up for

49:16

co-work.

49:17

I will say one thing here is that that

49:19

is a cloud

49:21

um

49:21

structure. So, for example, if I were

49:23

then to make updates to information on

49:27

my local here, I would then need to say,

49:29

"Hey, push those updates to the GitHub."

49:31

Or, if I wanted to take this and put it

49:33

on another computer that I have, then

49:35

I'd say, "All right, I go on the other

49:36

computer, I'd access this GitHub, I'd

49:38

download it to that computer." And then,

49:39

if I made updates to that other

49:41

computer, I would then need to push it

49:43

back to the cloud and then download it

49:44

again here. So, it is that local to

49:46

cloud download. We're very used to this

49:48

with, like, uploading files to Google

49:50

Drive and then downloading those files.

49:52

It's the same thing but in a code format

49:54

here,

49:55

um and it works really well. So, you can

49:57

keep it locally, you can put it in the

49:59

cloud, you can use it on your desktop,

50:01

you can use it on your mobile. The most

50:03

important thing is that you are using it

50:05

because this is an incredible time to be

50:08

doing anything with AI. You're actually

50:10

getting good results. Doesn't matter if

50:11

you're an engineering, customer support,

50:13

or whatever, you need to be doing more

50:15

with AI. It's a truly amazing time for

50:17

it, and hopefully this video just helps

50:19

you get started as a non-developer. This

50:21

was awesome. JJ covered so much ground

50:23

here. You're the man, 10X's resident AI

50:26

builder. Uh we're definitely going to

50:27

have to get you back on uh the show over

50:30

the next uh month or two, but I think

50:33

this was such a good breakdown of how to

50:36

get CoWork set up in a way that is

50:38

custom and really high-powered and

50:41

high-performing for kind of any

50:42

knowledge worker, especially executives,

50:45

and then the three use cases with the

50:46

CEO coach, the uh advisory board, and

50:50

then the thought leadership uh pipeline

50:52

for helping you create content online,

50:53

and then finally how you can do uh

50:56

CoWork skills but on your phone. Um you

50:59

just covered so much ground here in the

51:01

last 52 minutes, so I appreciate the

51:03

time, uh and yeah, we got to get you

51:05

back on soon. Hey, it's a pleasure to be

51:07

here. Um it's really exciting. Thank you

51:09

for that. I hope this all helps you a

51:11

lot. Uh put comments if you have any

51:13

questions, uh DM us. Me and Alex are

51:15

always available doing our best to help

51:16

ever- everyone out as we can. Uh but

51:18

this is a really exciting. I hope you

51:20

find it just as exciting, and thanks for

51:21

watching.

51:22

>> Thanks, everyone.

Interactive Summary

In this episode of Human in the Loop, host Alex Lieberman and expert AI builder JJ demonstrate how to transform Claude CoWork from a basic chatbot into a sophisticated AI chief of staff. The conversation focuses on building a high-performance setup that includes global instructions, data connectors, and a structured folder system that acts as a repository for AI 'skills.' JJ walks through practical, powerful use cases for this setup, including creating an AI CEO coach, an advisory board with multiple sub-agent personas, and a thought leadership pipeline for content creation. The episode concludes with a guide on how to sync this local setup to the cloud via GitHub, enabling access to these powerful AI workflows on mobile devices.

Suggested questions

4 ready-made prompts