Claude Cowork Is My AI Chief of Staff
1543 segments
What's up, everyone? Welcome back to
another episode of Human in the Loop,
the most actionable AI show on the
internet. I'm one of your hosts, Alex
Lieberman, co-founder and managing
partner at 10x, and this is one of the
best conversations that I've had since
starting the show. We have an expert AI
builder who takes us through how to have
a 10x setup with Claude CoWork so it can
truly become your AI chief of staff, and
then three amazing use cases with
CoWork, building your own CEO coach,
building an advisory board, building a
thought leadership skill that helps you
create content online. You're going to
learn so much in this episode, and it is
truly going to turn Claude CoWork into
your AI work companion. Let's hop into
it.
JJ, thanks for joining the show. It is
my pleasure to be here, Alex. Thank you
for having me. We did it. So, if folks
watch until the end, what can they
expect to get out of this? They'll get a
CoWork setup that acts like a their
executive assistant rather than just
like a chatbot. You know, something that
they can use in many aspects of building
with AI. So, they can not only chat with
AI, but they can do with AI. Love it.
And
you've been creating a lot of content
recently about CoWork, and some people
that are watching may know what Claude
CoWork is, other people may not. Why do
you think CoWork is such a powerful
tool? Yeah, so I use Claude Code, I use
CoWork, and I use Open Claude, and
they're good in each of their own ways,
right? Claude Code is really meant for
like building stuff. Like, I want to
build real infrastructure. CoWork, its
bread and butter is in the everyday
productivity. I need to connect Slack,
Notion, uh Jira, whatever, bring all
that together, and then layer in an LLM
LLM on top of it to use my computer to
like help me do real stuff, but with my
own tools. I have like morning recaps of
like strategizing like me for the day,
looking at my calendar, looking at my
email, my Slack events, preparing me,
things that just come together so easily
that I can use now with AI to just
supercharge me from a productivity
standpoint. And then open claws like a
really good everyday like little
assistant, but it's more personal.
Co-work is like you need a co-pilot
that's AI powered for your everyday
work, that's co-pilot. Love it. Well, a
lot. I'm going to stop talking. Let's
fire this thing up. I know you want to
start with a setup because you've set up
your co-work in a very specific way that
you think makes it way more powerful
than just co-work out of the box. So,
let's go through it. So, for those that
are just getting started, this is Claude
and Anthropic. I definitely recommend
that you check it out on the desktop
app. There's also a mobile app for it.
Mobile app provides chat and code, but
no co-work yet. Maybe stay till the end,
I'll show you a tip on how you can get
co-work on mobile as well. But, we have
our chat. Chat is like chat GPT, right?
We all know what that is. You're talking
with AI, that was so 2022. Now, we're in
co-work. So, I can pull up co-work here
and I can see a lot of different things
here, but generally you can see what are
we going to knock off your list, okay?
Before I get into that, I just want to
quickly go over to code. Code is like
actually coding stuff, but for here
we're going to stay in co-work. Now,
what I always recommend is you get
started with co-work by going into your
settings and going into co-work here,
and you want to set your global
instructions here, all right? Your
global instructions are who you are,
uh how you're going to process this work
this workspace here, uh the people
related to me, all that kind of stuff.
Like everything that you want Claude to
know about you and every single prompt
goes here.
I also include things that Claude should
not do in my global instructions. Claude
should not delete anything without my
approval. Claude should not work in a
different directory without my approval.
All that kind of stuff because the
global instructions are like your Claude
MD, and that means that every single
prompt your global instructions are
included there. So, it's very, very
helpful. So, always start with global
instructions here.
Next, we can go over to connectors.
These are very simple connectors that
Anthropic has built for you, allowing
you to connect your key tools. So, as
you can see here, I've already connected
my Gmail, my Google Calendar, my Notion,
my Slack. All right? It's as easy as
just signing in with that platform. Once
I connect these connectors, that means I
can go back to Cohere Work here
and I can say, "Hey, you know, tell me,
you know, what's on my calendar for the
day?" And it'll find my calendar and it
will, you know, help me do it in that
way. And it's not just reading, but it's
also doing things for me. So, I can say,
"Hey, I I want to do a event a meeting
with Alex on Friday. Check our
calendars, find a time that works, send
him an invite, you know, an email him,
and let him know." Cohere Work can do
all of that. So, again, it's reading our
data and then it's helping to use AI in
a helpful way to like do things on our
behalf. All right? Any questions so far,
Alex? No, I think that all makes sense
and I think that clarification of like
understanding all of your context, but
then taking action based on it is a huge
unlock with Cohere Work because I feel
like even if we talk about chat,
chat, I believe, like if you have
connectors set up, you could
hypothetically chat to ask what like
your, you know, what does your calendar
look like for tomorrow, but if you
actually want to take actions on these
things, I feel like Cohere Work is like
I almost view it as like
chat is if I had like a
a um
executive assistant who I just had like
create reports for me or like feed
information to me, but if I wanted like
a truly like AI-powered chief of staff
who kind of acted as like this engine
behind me for all of the work I need to
do in a given day and actually take
action on the things I need done, that's
kind of where Cohere Work thrives. Yeah.
And I would say that Cohere Work is
still new and it's still not 100% there,
but like you could see the promise and
you could see that it's worth investing
in now and you can already see the
gains, and I'm very confident that
Anthropic team has
essentially said, "This is validated.
Now, we're putting a lot more resources
there, and we're pushing forward with
it." I guess someone at Anthropic said
that Cowork was built in 10 days by like
two engineers with co- you know, Claude
code, you know, to like validate it.
It's been validated. Now, hundreds of
millions of people are using it, and I
think we're going to see even more
improvements in the future. Got it. So,
in terms of setup, first thing you said
was global instructions. My
understanding is like global
instructions are what are all the
context and ways of work So, the context
about you so that Cowork knows who you
are, knows what you do, know what knows
what your expertise is, knows how you
spend your time. Then, kind of like the
ways in which you like being worked with
so it engages you in the right way, and
then things it shouldn't do. And so,
then anytime you're doing a net new task
in Cowork, global instructions are
getting pulled in. So, that was the
first thing you did. Yeah.
>> Second thing was connections and
or connectors, and the way my guess is
you think about connectors is like what
are the core applications that you're
using on a daily or weekly basis to do
your work, and make sure those are
connected
to like or those connections are set up,
and
we don't have to talk about this now,
but a question that comes to mind is
like what if there are applications that
Cowork doesn't have an official
connector for? Is there any way to work
around that?
Um
So, those are the two things. What else
from a setup perspective is important to
you? And it sounds like you're also work
at you're going through custom
connectors right now. Yeah, so to your
answer your question, if they don't have
an official integration yet, but there
is an MCP server that's already built,
then you can connect to that MCPC server
with this custom connector. MCP servers
are kind of like API connectors kind of
all rolled up, a little bit technical.
We don't need to get into it now, but
that is something that, you know, our
team at 10x does for our clients and
whatnot, and and and it's very helpful.
So, definitely a lot of ability to
expand onto the Cowork setup as well.
Um and so I'm going to get back into a
new task here. And so this is a very
important thing that I need to show you.
So we're choosing which folder we want
to work in. And so co-work it has access
to your computer, right? And so you
could literally tell co-work go organize
the files on my computer or go into this
folder and
um organize the receipts for a business
trip and label them etc. And then open
up Excel, you know, and it's going to do
all this stuff. Like it's actually doing
stuff for you on your computer. But all
that also means that you need to show it
where to work in your computer. And
that's where we're going to take a step
back and just talk about our
organization of like the workspace that
we're creating for co-work here and how
we think about doing that. So
I'm now going to pull up my finder
window here. And so within my project,
within my Mac
I have all of my projects are within my
project folder. Now this is arbitrary.
It could be whatever is best for you.
For me, I put projects and then within
projects I have all this these different
projects, okay? These are actual like
coded projects that I'm working on in
one way or the other. And within that
project we start to have a file
structure here. Now the file structure
is very important because it is how
Claude can remember how to work with you
in an ongoing way. And this is where
chat fails miserably. Because chat
doesn't have access to ongoing
uh documents on your preferences, your
brand voice, your content. It doesn't
have any of that. And so whenever you
start a new chat, you lose all that
context of the previous thread. And so
you see a lot of people in like ChatGPT
or whatever it says like this is my
thread for writing emails and this is my
thread for writing newsletters. And like
if you ever create a new new thread,
it's like oh I got to start all over.
Not with co-work, not with the proper
setup here that we're going to show you
in this video, all right? But it does
take a second to just get started here.
And I'm going to put some resources
below that you can just copy and paste
so you can get up to speed faster.
However I want to show you first is my
brain. So this is like the first part of
it where I'm going into detail about who
I am, the channels that I run,
uh what I care about, how I think about
my work, my credibility, my positioning,
etc. All right? And then I get into my
voice, my strategy, even my email style
guide, the team members that I work
with. So, if I pull in Slack
communications or whatever, it knows who
those people are, who their roles are,
maybe if I got to communicate
differently, you know, if I'm talking to
our CEO, I got to communicate one way,
you know, that kind of thing. So, uh
working preferences, all that kind of
stuff. And so, Claude knows this every
time I start a new thread with it
because it's now working in this
workspace. And I don't need to tell
Claude any of this ever again. So,
that's very important. It's like adding
memory to your Claude, right? When you
go to onboard a new employee, you got to
get them up to speed. This is how you
get Claude up to speed. But then, once
they're up to speed, it's like, all
right, Claude, we have projects that we
got to do together, right? Uh and we're
going to work together in a various
different ways. And so, some of the
examples that I've been doing a lot of
or showing a lot of is how I do my
content creation, because I do a lot of
content, uh and my content has been
working quite well recently. It's really
exciting, uh but this is helpful and
it's helped me kind of take that next
step. And so, within the content
creation folder, I go into each of the
mediums that I write for. So, I have
LinkedIn posts, I write for a
newsletter, I have my X, and my YouTube.
All right? And now, within each of
these, think of it as a separate
employee that I have trained on a very
specific process for that. So, when I go
into X here, for example, I have a
folder with analytics of how my X
account is performing, including my
recent replies, and the performance of
each of those replies or posts, etc. So,
it took the analytics, and X gives you
this really nice export output of like,
here's all your posts and here's the
analytics. And I started with saying,
"Hey, Claude, take this analytics and
use it to help build me an X skill that
writes for me with within my style, my
voice, all that kind of stuff that could
help me write for X using, you know,
what has worked for me in the past." And
so, that was kind of the baseline of
that. And just quickly clarify again for
folks what a skill is exactly. Yeah. So,
within each of these folders, you'll see
that I have a skill outlines here. It's
a
We're so lucky because it really has
been so simplified today. Pre-
Previously, you literally had code, all
this kind of stuff, but today, the way
LLMs are working is a skill is
essentially an empty a document file
that goes into depth about a specific
process that you want to do in a very
consistent way. So, right now I have my
YouTube skill popped up, and you can see
this is all text. And anytime I can go
in here and I can actually edit this.
But, what it's doing is it's telling the
LLM how I want my YouTube outlines
built, the format, the hook, the
structure, um everything that it should
do. And so, that way when I say, "Hey,
write a YouTube outline," it goes, it
finds the skill in this folder, it gives
me an output that's exactly what I'm
asking for here. That allows me to get
consistent results in every kind of
folder that I'm working in, whether it's
YouTube, X, LinkedIn, whatever I have
set up there.
Because I've told Claude where all this
stuff is and how to navigate this
workshop workspace, it knows how to get
in there and access all the skills that
it needs to do to in do better work.
Awesome. So, what what I understand so
far about your setup is basically you
have this folder structure. In this
folder structure, you have different
things that are specific to your work
that you just want Co-work to reference
each time you're doing work in Co-work.
So, it's like the way in which you write
LinkedIn posts, the way in which you
write newsletter, the way in which you
write YouTube scripts, etc. Is there
anything not content-related that you
provide in your setup that will help you
with some of the things we're talking
about later, like you're going to be
going through how to have Co-work
operate like your executive coach or how
to build a board of advisors within
Co-work. What other important parts of
this setup structure do you need to
provide context in so that it works well
for some of these later use cases, if
anything? Yeah, I think the big thing
here is every time you want to do like a
new thing, a new task, you should create
almost like a new folder and a skill
within that folder specifying how you
want that task to be done. And I think
the biggest unlock here that a lot of
people are not doing yet is when they go
into their folders, they will maybe
create like a skill, but they don't
actually show Claude what success looks
like, right? And so in this case, I have
some tweets here from Alex and some
other people of like, this is what a
successful post looks like to me. And by
showing those real examples to Claude,
it then knows what is defined as success
to you and it can get very close to
that, right? But if you don't provide
that successful post within that folder,
then it's going to be guessing at what
success is and you're going to be kind
of like chasing it until you finally
figure it out. So, it's definitely
suggested to add your skill, add any
kind of related analytics, content,
brand guidelines, and then what success
looks like in this way.
Awesome. So, Co-work setup includes
global instructions, it includes
connectors, and then it includes this
kind of like folder structure that you
come back to when you're working on
tasks. Anything else before you want to
go into specific use cases?
Um I think that's it and I think we're
ready to start spinning up our first
thing here. Uh so let me just pull it up
on my screen. Cool. And as you spin it
up, what I'll say is I know JJ covered a
lot there. Like he said, he created a
guide for this and he has a guide. I
don't know if the guide you're referring
to, JJ, also includes the whole setup,
but um
there's a prompt that he has that you
can just end up feeding to Cogram that
will take you through the process of
doing the instructions that he just
shared with connectors, global
instructions, and the folder system. So,
don't worry about having to memorize
kind of what this whole setup is. Yeah,
I'm going to be sharing both of those
guides. So, I have it on screen here.
This is my 101 guide to getting started.
It includes everything and all my best
tips. And then I also prepared a guide
that we're going to be working on today.
It's called Cogram for CEOs. And what
we're going to be doing in the next 20
minutes or so is setting up a new folder
with new instructions that will allow us
to act as our CEO coach, our advisory
panel, and then like a thought leader
pipeline that we can use for content
creation. All right, so each of those
taking the persona of, "Hey, I'm a CEO.
I need some specific skills within
Cogram to help me do my job better."
That's what we're going to set up in the
next, uh, I don't know, 20 minutes or
so. So, I'm good.
>> Love it. And yeah, and one thing I'll
just say is like obviously, uh, the use
case here is like CEO coach, advisory
board, etc. But, while this is super
valuable for CEOs and founders, and
honestly I'm planning on using this
setup, uh, after we get off of this
call, um, to me this is valuable for any
knowledge worker who's looking for kind
of exact level accountability on the
work they're doing, a panel of advisors
who can provide perspective different
given different subject matter
expertise, um, and then thought
leadership. It's like every, from my
perspective, every knowledge worker
should be creating content and building
distribution online because it's an
accelerant in their career. So, I think
this is amazing for CEOs and executives,
but I think any knowledge worker would
benefit from this setup as well. Yeah,
100%. So, the first thing I'm going to
do is I like I want to add these skills
to my repo. And so, I got to start
laying the infrastructure so we can
build a skill that allows Cogram to
reference it, uh, in in a consistent
way. And so, I'm going to stay in my
Cogram workspace here, and I'm going to
go over to, um, right here. I'm going to
create a new folder. I'm going to say
CEO skills. All right. And then within
that folder, I'm going to go in here and
I'm going to create one folder for CEO
coach. And I'm going to create another
one for uh CEO advisory board. And then
I'm going to create another one for CEO
content creation. Now, what I'm able to
do here by foldering this is that it
allows me to go into each of these
folders and create a skill for each
specific task that we want to do, right?
And so now that I have this and it's in
this Co-work workspace here, I'm going
to go back to Co-work and I'm going to
tell it which folder I want to work in.
So, I could choose the top-level
workspace, which is appropriate. I could
also go into my folders here and go back
into my projects. And then I could pick
specifically the folder here. Um and I
think there's good ways to do it, pros
and cons. I think if you go directly
into this folder, it's going to be
probably less tokens usage and it knows
exactly what to do. But if you stay
here, it might be able to look at your
full repo, see how you've done it
previously, and apply that learning to
helping you build out this. So, I'm
going to stay in the workspace here. So,
that allows me to then connect to that
workspace on the folder. So, Co-work is
literally working in that folder now and
it's going to help me get set up here,
okay? So, the first thing that we want
to do is we want to build an executive
coach, right? So, I'm going to just talk
to Claude here and I'm going to help
have it help me get set up here. So,
Hey Claude, I want to help uh have your
help get set up with a CEO coach. Uh
this is someone that I'm going to be
able to uh
have within my directory. So, CEO coach,
I want you to build a skill within that
that almost acts like a therapist but
offering CEO level advice uh where I
could go to and ask questions about and
it's going to help me think about my
business at large, what these uh key
decisions are, uh maybe some, you know,
decisions that, you know, might come
from all these other decisions being
made and just think at a high level. So,
help me build out this skill. Ask
questions if you have any questions
about it. and then put the put this
skill in the CEO coach folder.
So, I'm going to do that and it's it's
going to start working on it. So, Cool.
>> what Claude is going to do now is it's
going to find that folder for me. It's
going to look at my repo, all that kind
of stuff, and now it's going to start
figuring out, all right, I got to create
this skill. It's probably going to come
back with questions to ask me as well.
And just so as an example for you, but
like I think this goes for anyone, say
you have your goals. Like if if it's a
CEO coach, it's going to want to know
your goals. Um say like your goals, I
know JJ, like live in Notion right now.
Would it Would it know your goals live
in Notion? Would it end up asking you
that? Do you have to point it to where
your goals live?
Yeah, no, that's a great question. You
definitely would want to point it there
because if I had that connector for for
Notion, it has access to it, but there's
so much that it has to look through that
it will be able to find it much faster
if you're like, "Hey, I have this Notion
doc here. I want you to review it,
analyze it, and then help me expand or
whatever." and you point it to there,
that will just give you a better,
quicker result without then having it
just kind of search for everything cuz
it literally will search for everything
until it finds that needle in the
haystack.
>> Yeah, you end up just wasting a bunch of
tokens the less that you're actually
prescriptive about things. Yeah,
exactly. So, it's asking, "What's your
primary role when using this coach?" So,
I think we could do it in a couple of
different ways. I'm going to say both
equally.
How should we the coach set up in style
style in terms of style?
I'm going to say
I want it to be a direct advisor.
Should the coach have contacts about
your specific business?
Uh
bake in my contacts there. And then
should the coach proactively surface
surface or consequences, etc.
Always proactive there. And then I have
that, and then I also have another
prompt that I want to put in
that I have provided you with in the
take home as well. So,
I'm going to say act as my CEO coach,
here's some more guidance
as well. And now on the right-hand side,
you can see Cohere is starting to work
here. So, it is act it's looking at my
instructions. It's looking at me, my
brand voice. It's learning more about my
company, which was a big benefit about
putting this in the general workspace
rather than just going to the specific
one. Remember we had that discussion of
like where do we go? By going top level,
it's able to access that top level about
me and get all that information about
the company I work for and all that kind
of stuff to now bake it into this skill
that we're now creating.
So, we have our progress on the
right-hand side here. We see that we're
now writing the CEO skill. Once we have
that, we're going to be able to go back
and forth with it. That's the beautiful
thing about writing a skill. Once you
have a skill, it's a very like linear
format of like here's what we need to do
X, Y, and Z. And as it runs through that
skill and asks you and you need to
modify it or like workshop it, it will
go go back, modify it until you get to
that consistent result that you want. Uh
and and that'll be really cool. While
that While we're waiting for
>> for that, one thing one thing I was just
going to say is going back to the
definition of a skill, like JJ said,
it's a markdown file. Another way I
think about it is it's just a long
prompt. Like like if you are in
uh Claude chat or Cohere or if you're
using ChatGPT or Gemini and you go into
chat and you tell the LLM to do
something, that is a prompt. You're
prompting it to do something. A skill is
nothing more than a longer kind of
standardized prompt that you think
you're going to want to use on a
recurring basis, so you want it saved
somewhere so you don't have to end up
typing out this long specific prompt
every time to get a similar type of
output. Yeah. Well well said. Well said.
I also want to show you while we're
waiting for this. If I do a backslash
here, I will have access to certain
things, and so I have different commands
here. I have different connectors here.
I have different plugins here. And while
we're waiting for this to finish, I can
go into manage plugins, and it's a new
thing that Claude has introduced in the
co-work. And so you can see plugins that
are pre-built for you. I personally use
a productivity plugin. I think it's
really good. And it helps you just put
together your to-do list and and think
through your day. It also comes with a
memory plugin built in that I think is
helpful for remembering additional
things. But you can build other things
like, hey, a customer support one, an
engineering one, etc. And the really
cool thing that they've added is you can
build your own custom plugins that you
add here, and then allow to share with
your team members in your own workspace.
So, for example, say I'm on the GTM
engineering team, I put together a
really cool skill for GTM workflows. I
can upload the plugin here, share it
with my GTM pod, and they'd all be able
to access it, but no one else on the
internet would be able to access it. So,
it's a safe way to create custom plugins
and to share custom plugins in this
manner here.
And just one question here is
go back to
chat for a sec where you did the slash
commands. I just want people to quickly
understand, like do a slash command.
Yeah. Okay, so what are the for people
who are looking at this and there's like
a lot going on. There's plugins, there's
commands, there's connectors, and then
we were just talking about skills. Can
you just give quick like quick hit
definitions of how these things are all
different from each other? Yeah, of
course. So, I'm going to start with
skills.
Skills are what we're creating now, and
it's like there's one thing that it
needs to be really good at. Right now
we're building the best CEO coach in the
world. However, at 10X we also have the
best AI newsletter in the world as well.
And I have a plugin that I use to help
me create that newsletter. And so, the
difference is with a skill you're doing
one thing, but with a plugin, I'm able
to have it do a series of things in the
order that I want to kind of essentially
build a workflow of the best way to
process this. So, for example, with our
Archer Think newsletter, I say, you
know, {slash} plugin, I do Ultra Think,
and then it says, "Okay, great. Let me
go do research on the internet." While
it's doing research on the internet for
latest AI news, it's also interviewing
me and asking me questions about what I
want to talk about, things I want to
point out, all that kind of stuff. And
then once it's done series one and two,
then it will write the the newsletter as
a third step. And that's a plugin. It's
taking three steps, combining it
together in a workflow, uh and you're
able to publish it in that way. Whereas
a skill, it's just very much a CEO
coach, and it's going to be a really
good CEO coach, but it doesn't have
multi-steps in that action yet.
Got it. Super helpful.
Um so, we are in uh Co-work is now doing
this live preview on the right-hand
side, new changes every day, love to see
it. So, we're seeing our CEO coach with
our skill here, uh and some and the way
that it has like kind of done it so far
for us, right? Um and so, now what we'd
like to do is kind of go back and forth
of like
seeing how it works, right? Um and I
don't know if there's any kind of
uh thing that we should feed it, Alex,
to see like if the feedback it gives us,
but generally there's always like a
workshop cycle of like this skill is now
live, now we want to feed it a real
scenario, see how it responds, make sure
it's helpful, if not, we tweak it until
it is. I I I have one idea, which is
something you and I have been talking
about is should we increase the
frequency of our newsletter Ultra Think
to two days a week?
I'd be very curious for it to help you
think through not only does it make
sense for us to do that, but what are
the trade-offs that you would make if
you had to spend the time because you're
currently writing our newsletter, if you
had to spend the time doing this, what
are the trade-offs you'd be making of
other things you couldn't do?
Yep.
That's great.
All right. So, uh my typing is now
terrible because I use voice to text for
everything, but there it is. We've added
in there. uh uh What do you What do you
use for voice to text? Uh Whisper, of
course.
>> Cool. Yep. Um so, let me read the skill
first, get the context I need before I
give you my full take. I need one piece
of context. When you say Ultra Think, is
it a newsletter? Um so, it's asking for
more information before it, which is
good. It's It needs that before it can
make a proper decision.
Uh so, it says that says I have enough
information. The question isn't really
should you go to exit The question is
what is a new newsletter job in the
flywheel and the frequency the
bottleneck or
and is frequency the bottleneck or is it
something else? My direct take, probably
not yet. Uh probably not for a while,
and here's why. The tradeoffs, the
sequence order cons consequences, the
risks. So,
listen, we did one prompt. We built this
skill. I think we're already seeing like
actionable like responses that are very
helpful and better than what we would
see in chat, and this is again after
just one skill. We could then go back
and forth with this and really workshop
it. And then it would at any time we
could just say, "Hey, a team member
comes to me." or say there's a Slack
conversation that's happening. You don't
really know how to do it. You could
literally direct Claude to that Slack
conversation,
um you know, with your connectors here
and say, "Hey, review this conversation.
How should I respond to it? What is the
leadership position here?" All that kind
of stuff. AI can start helping you with
that and think about it at a high level
with everything in mind rather than a
quick emotional response. So, it it can
help you in every aspect, and it we just
are 10 minutes into this. Yeah, yeah.
Just a question there is like very
tactically, if you wanted to ask it for
its take on a Slack conversation, how
would you functionally do that in
Cohere?
Yeah, I think again, going back to the
Notion example, I would actually share
the the Slack conversation with them
like the URL right there, and because it
is connected via the connector, it would
have access to do that. It'd be able to
read it all, and then it would be able
to uh you know, give you advice on
what's going on there.
>> Cool.
Awesome. Um, and then
I It's interesting. I don't know if
you've seen this. This is the first time
I've seen this like eval review on the
right side. Um, so
how is this supposed to work here? Like
how Do you Do you have any sense of like
basically I guess it's showing you a
scenario of how of how this skill could
be used and then you get feedback and
I'm assuming it would then just
automatically change the skill based on
the feedback you give. Exactly. They
created more of an interface to help you
process this because before you kind of
needed to know what the prompt and now
it's a little bit more clear of how we
can improve it together. That's awesome.
Cool.
Love it. Anything else on CEO coach
before we move to advisory panel?
>> No, no. I think that's it for now. I
think you now know the general gist of
how we get there and and you could
workshop this. It's very helpful. Let me
show you repeatable motion again and
this is going to be a sub agent advisory
board and honestly it's like low-key one
of my favorite things. Love it. So I'm
going to go back here. I'm going to say
all right. So we have our CEO coach here
and now look at that. Within that we
have our skill that we've already added
there. Fantastic. So I'm I'm really
excited about that. One thing though is
look at it didn't put it in the right
folder here. So I could just literally
take this, copy this, bring it in here
and paste it and that would be
sufficient. So like we're not This is
not rocket science. So like we know how
to organize folders and whatnot. It's
just we got to take the time and learn
how
LLMs are using the context of our
systems to make better outputs. Once we
got that we're like we're ready to
cruise here. So the next thing that we
want to do is build a skill for an
advisory board, okay?
So we already got that folder in place.
I'm going to go back to Claude CoWork
here. Now I'm actually going to create a
new thread. I'm going to get out of here
and I'm going to create a new task. And
the reason being is this this thread
right here is very context heavy in
creating a skill for an CEO coach. I
don't want that yet. I want a new
context thread started of like a new
skill for an advisory board. There's no
reason to mix that. So, if think about
threads as like for each thread it's
like your to-do list. It's one item on
your task. And I think the better that
you can manage that, there the less
tokens you'll spend and the quicker
you'll be able to get to the point
you're trying to do because it's it's
feeding through less content and it's
straight to the point. Make sense?
Make sense. Cool. All right, so I have a
another prompt that I'm going to copy
and paste here. Again, I'll give you
this in the guide, but
next up we want to create a new skill
for a CEO advisory board. And this
advisory board is going to be using a
series of sub agents that we have to
define a persona for to help us evaluate
decisions based on our ICP and our
customer persona. Here's a generic
prompt that I'm going to help for you
structure this skill, but go off, create
the skill, ask me any questions you
have, and then place it within the
folder for advisory board. Thank you.
You are just so damn polite to your
LLMs.
They will come back one day and
hopefully they will love me back.
And and we can do this when you finish
the advisory board, but one thing I'm
thinking about one thing about two
things. One is I think like as it is
these specific skills are super valuable
for viewers and they should set them up
themselves, but I think how you are
going about setting up skills like that
just the general flow is as important
because everyone has their specific ways
of working and just knowing okay, in
order to create a skill, I need the
right folder structure on my computer. I
need to tell
Co-work that I want to create the skill.
I need to give it some context and I
want it to ask me questions. Like that
flow and then once the skill is done,
let me actually test it out and let me
provide feedback. By providing feedback
the skill is going to get updated by
Co-work which is going to make it better
each time. Like understanding that flow
is so important. That's how you get
leverage of just like not just having a
single skill, but just having this army
of skills. The other thing that I would
love for you to share, whether it's with
the advisory board or the CEO coaches,
let's just say you you make this. You
come back a week later, and you're like,
"I want to invoke the CEO skill now.
Like, I'm making a specific decision,
and I want to use that skill." Like, are
skills always on, or do you have to call
them at like when you need them? How
does that work? Yeah, that's a that's a
really good question. Thanks for that
callout. So, you can build the the way
that the skill invoked into the skill
itself, and depending on how sensitive
it is, you can also reference that at a
high level. So, for an example, it's
going to know out of the box how to
invoke it, but there are situations
where it might not be invoked if you
don't tell it to. So, you can have uh in
the skill saying, "Invoke this skill
when I ask you about X, or I ask you
about Y." Those are clear indicators to
the LM that it needs to be invoked.
Cool. But, sometimes the skill are like
subfolders in it doesn't see it. So,
that's when you go back to your main uh
folder here, and you look at the
workspace map. This is very important
for Claude to understand what's going on
in your workspace, and it and the map
and how it should process everything.
And so, every workspace should have that
top-level map there that maps out
everything, and it needs to stay
updated, otherwise it won't be able to
find it as easy. But, this right now
will then show, "Okay, in X, here's my
clear skills, analytics, posts, etc." A
very clear structure of how Claude is
going to navigate this, so we can go
straight to what it needs um as well.
And then in this top nav as well, like
the workspace map, you could also say,
"Hey, how should you use this?" And then
you should can also add in there, you
know, specific skills that you want to
invoke, how you want to invoke it, kind
of like global instructions. This
top-level map is like a second layer of
like adding sensitivity to something
that you really want to be included. Two
questions here. One, why does workspace
map not get included in global
instructions? What's the reason you keep
it at this level? Um and then the second
is, did you have to build the workspace
map? Cuz I'm sure someone watching this
right now is like, "Holy like this
is a lot. Um
uh do I need to build the map? And also,
as I'm adding new folders and new
skills, do I have to update the map?
Like, what what is my responsibility
here?" Yeah, I know, that's a great
question. Global instructions, as you
saw from the input, it's like very
simple text, right? You can't do a ton
in there. And so, that is like top
level, I need you to know this, but I'm
not going to go like super deep. Though
then the workspace workspace map is
where I go super deep on the hierarchy
of everything. And yes, I do tell Claude
to make it, but it's as simple as
something along the lines of going into
a new thread and saying, "Update my
workspace map for the folder with
latest, right?" And then it will do
that, and then it will update that file
for me. And so, this could be um like a
scheduled task, for example, like I
could go in here and create a new
scheduled task to run every single day
to have that do that for me. Uh we
haven't talked about scheduled tasks
yet, but it's a really cool way that you
can set a frequency of co-work to
actually do stuff for you. Uh and one
example of this is every morning at 7:00
a.m. I have it run a check on my Slack,
my email, my calendar, uh my Notion to
see if there's anything that urgent that
needs my attention. And it kind of gives
me a daily uh uh
meeting a daily prep for like when I
walk into the office that is already,
you know, ready for me to see, and all
the high priority things are already
there. So, that's a daily briefing, and
there's a lot of different ways that you
can schedule these different tasks.
Love it.
So, we are here and uh working on the
CEO advisory board. It's building this
skill. Uh it found uh sub agents. Uh
well, in actual in the uh
the prompt that we gave it, we asked it
to do
uh five different sub agents here. So,
the operator,
the skeptic, the customer advocate, the
finance partner, the risk legal. So,
these are sub agents. Now, for those
that don't know what a sub agent is,
essentially, right now we're talking to
an agent. And normally, it has one agent
doing stuff for us. But, the whole
concept of this advisory board, which
again, I love and you can repurpose any
way that's best for you and your org, is
Claude is able to spin up sub agents.
So, those are agents that are working
under your main agent, and they kind of
have like a fresh context window, and
they're able to take on your persona
that you define it. So, for this
example, we would spin up a sub agent
that has a persona that's defined as the
operator. Now, we can go like niche on
this and really define what each of
those personas are. This prompt was a
little high-level, and it just said,
"Hey, take on a normal operator
persona." But, we could go in there, and
I do for my content, where I have, you
know, my ICP personas, and I use an
advisory board for my ICP personas to
analyze the content before I even
release it, so I can get their feedback
and proactively make those updates
before I even send it there with having
these sub agents. So, it's a ability
it's a way for you to send sub agents
with whatever persona you want to work
domains, uh work spaces, notion docs, or
whatever, to analyze something from
different various perspectives to bring
all the feedback back to your main
agent, and then your main agent will
sort through it, figure out what's worth
keeping, showing you all the feedback,
and then you can kind of workshop it.
So, it's a very clear feedback loop that
you can create using co-work and Claude
code and as well and as matter of fact.
Love it.
Um I also want to point out while this
is this is working here, uh the runs are
done, it's doing any val here, but this
folder structure that we have put
together, not there, it is Let me see.
Let me get back to it. This folder
structure that we put together here,
this is very universal. You can bring
this with you wherever you go. So, if I
wanted to go into Claude code, I'd say,
"Hey, you know what, Claude code? Go
into that folder structure and use that
same folder structure and work out of
it, right? If I wanted to go into Codex,
I could do the same thing and go into
Codex and find that folder structure and
work out of it. So, there's no matter
what you're building here, these AI
coding tools are kind of reading from
the same thing and you could take a lot
of what you build here and take it with
you as you go between it all. It's
really just a folder of all your
information, your memory, your contacts,
the operating instructions that you give
to that AI leader that it that is then
able to process it better for you. So,
this isn't just Cohort, it's everything.
Love it. One thing I'll just add, if say
you end up implementing the CEO coach,
the advisory board, the thought
leadership, um,
generator, which is the third, uh, skill
we're going to go through. But say
you're like, I don't know what other
skills I want to create in my role. One
thing I just want to quickly share while
this is still running is, so we actually
put this in, uh,
the most recent, uh, 10X newsletter
called Ultra Think. Basically, uh, what
it is is someone posted, "Run this
prompt frequently, you're welcome." And
what the prompt is is it says, "Scrape
all of my Claude sessions on this
computer. Give me a breakdown of all the
things I do, things that are worth
making it to skills versus plugins
versus agents versus claude.md." And so,
this is a great way where
you can just have an LLM identify
patterns of work that you do frequently
that can likely be turned into a skill
to support you in doing that work. So,
we'll we'll uh, share this in the show
notes, but I think this is a great
prompt. If you don't have a skill top of
mind that you want to build, use this
prompt to start getting the ideas going.
Yeah, uh, that's a great call out. Um,
and I think there's a lot of
self-learning, uh, to be had there. And
and you can also, um, use Cohort for
that. You can have it analyze your
workspace. You can have it optimize,
organize your workspace, like Totally.
Cohort can do a lot of this. In in guide
that I'm going to share with you
afterwards, um, right here. The main
prompt right here is this copy and paste
prompt. It's literally going to Once you
copy and paste it, it's going to
interview you and build out this folder
structure for you on your behalf. So,
you don't even need to build out the
folder structure, you just need to know
you need to do it and you need to be
spend the time to really kind of like
fine-tune it. But, once you have it
again, you can use it in so many
different ways. Wow.
This is still running, but let me show
you something that not a lot of people
kind of think about right away. You can,
of course, run multiple agents at a
time. So, while this is working, I'm
going to get a head start on our next
one. So, we're here working on the
advisory board skill, right? Now, we're
getting some strong results. It's
self-evaluating
itself and it's starting to do a lot
more self-testing. It looks like it's
almost there. But, something that a lot
of people don't really think about or
realize is you can run multiple agents
at a time. So, I have this one working
for me creating an advisory board right
now. But, I want to do something else as
well. I want to start getting to work on
our final one, which is a CEO content
pipeline, right? And so, again, I would
go back into my folder structure here.
I'd go back into my CEO skills here and
I'd see that my CEO content creation is
empty and that's where I want to work
out of. And quickly, I just want to
check my advisory board. I see that
there are stuff being done here. Cool.
So, I'm going to stay in this folder
here.
And the next thing I'm going to do is
I'm going to copy this next prompt in
and I'm going to say,
"Hey Claude, help me create this thought
leader pipeline and this is going to
help me create content that I want to
post on various platforms uh for my
thought leader style piece. This needs
to reflect my business, my learnings, my
history as a leader. Uh Think of it as a
executive thought leadership and I
really need you to help me fine-tune
this tone and create a style that and
skill that helps me write in this
manner." And now, I'm also pasting the
prompt that I am putting in here as
well. Again, I'm going to share this
with you, but in in more detail, it just
goes through the areas of content
pipeline that we want to think of
expertise audience platforms create like
an idea capture system and I topic
scoring
workflow
distribution cadence etc. It's really
going to help you put together a content
pipeline from that executive thought
leadership angle.
So that's going to get the work there.
This agent is now running and you see
this blue icon over here. That means it
is done and it's ready for us to review.
And so now back over here on our other
one, we see that this has done some cool
stuff for us. So the skill is built and
saved to CEO coach CEO advisory board.
The skill file is ready to install the
valve review HTML has side by side
outputs. So what the skill does? You
paste in a launch plan assumptions and
constraints. Five board members run
independent evals each with defined
missions. They ask questions. They ask
and then they score it and then they
give you a verdict. And so this is all
happening. Claude went in through and
did some self-evaluation
and now I'm able to invoke this skill
whenever I need to. So I could I think
could I go in here? Let's see. I might
not going to be able to invoke a skill
that way, but what I could do then is to
test it out is just some simply ask it
to
maybe a similar prompt to what we had
before of
Hey Claude, I want you to test this
skill out. We're thinking about turning
Ultra Think newsletter which is
currently just running once a week into
a multi-week newsletter post. Help me
evaluate the decisions of this use my
ICP personas to help me figure out if
this is something that they'd want. Do
some market research here and just come
back with my advisory board letting me
know if this is the right decision or
not. So I put it in there. Maybe the
scenario isn't best for an advisory
board. Let me give you another example
of how I use this scenario.
I recently had a created a
self-published a Slack case study. And
so when I was self-publishing that class
case study, I had the written output and
I wanted to have an advisory board
review it from a Slack perspective, a
copywriter perspective, and just an
audience perspective. And so, I fed it
the final output, the advisory board
went through and helped me workshop it
until I felt it was ready to publish.
Uh and then I published it and and
actually Slack went on the reposted and
supported and whatnot. So, that's a
really cool real world scenario of I
wrote something, I wanted someone to
check it uh before I put it out. Maybe
my employees, my team members were busy.
This is a way that I could use Super AI
to help me with that and make sure that
that first draft that I put out is the
best draft.
Love it.
All right. So, we're over here, back
over here talking about content pipeline
that we want to do. It's asking me
questions to further build this skill.
And I think after now, you've seen that
we've gone through this a series of
time. We built three different things
and the flow is very similar for each.
We're telling it to uh build skills for
us. It's asking us questions. Uh it's
figuring out what our preferences are.
And then once the skills are built, uh
then we can go ahead and test and
workshop them. And then we'll always
have those skills that we can use uh
going forward. And so, uh we've done a
lot in this workshop. Uh we've put
together multi-agents. We set up our
global instructions. We've set up our
repo here.
Um set up our repo
uh with our project folder. It's going
to be right in here. We talked about the
importance of adding the context here.
We talked about the importance of adding
a workspace map. We talked about plugins
versus skills, adding connectors, and
just generally the best way to work with
Co-work.
I would like to say at the end that this
isn't an advertisement for Co-work. This
isn't even an advertisement for
Anthropic. This isn't an advertisement
for you to do more with AI. AI is long
beyond AI slop. AI is so helpful in
every aspect of your day. GTM, customer
support, sales, engineering, whatever
you want it, you can get really
high-quality results. I'm using even
using Claude code to help me edit videos
these days. I just got off an event with
someone that's using Claude code to do
programmatic meta ads. Like, what you
can do with AI is mind-boggling. And so,
this is an advertisement for you to stay
curious, to keep experimenting, to keep
pushing the limits.
Uh and if you ever want to bring
something like this to your org, make
sure you call us at 10X because we can
help you do it at an enterprise level.
Love it. One last question for you cuz I
know you promised this at the beginning
and I want to make sure we deliver on
our promises. You mentioned about using
co-work in mobile. How do you do that?
Oh, this is a fun one. Uh all right. So,
if I were to pull up mobile,
um which I can't do just yet, but
co-work is not available on mobile. And
this actually, thank you for doing this
cuz we needed to really cover this.
Co- So, co-work is not available on
mobile right now, right? And co-work is
currently only on my device. Say I
wanted to bring all of this to Alex. I
couldn't do it right now because
everything is just on my device here,
right? So, that's where we need to
introduce a new system to allow you to
bring everything that you do here to be
accessible via the cloud. Because right
now, this is all on my device. But, I
can create stuff for my team, I can
create stuff for my department, my pod,
etc. And they can then all access it and
download it. And there's a key flow that
you need to know. And it's a scary word
called GitHub. It doesn't need to be so
scary though. Let me just show you a
high-level way of the way that this
would work. So, first thing that we want
to do is we want to create a GitHub
account. A GitHub account is a free
account and you can use it in a variety
of different ways. Now, why do we want
to create a
a GitHub account? Because you're going
to need to create a new repo. A new repo
is essentially a folder for your files.
Think of it like this. GitHub is the
cloud. It allows you to take the files
from your device, upload it to the
cloud. Then, I could share this folder
with Alex and you could download all of
those folders from the cloud into his
device and access it, right? So, that's
very important. So, right now what we're
going to do is we're going to say JJ
co-work setup. And I'm just going to say
I want this private. If you don't make
this private, it will be public on the
internet. So, make it private. We're
going to create this repo here.
Right? It's going to create it and it's
going to give us this URL. Now, we can
copy this URL,
go back into Claude here, and then we
would say something along the lines of
publish this folder to this repo, and
then paste that in. And then, what will
happen is it will look at the folder
that you're in, which is essentially our
co-work folder, and it will take all of
the folder the content in this co-work
folder and upload it to that GitHub repo
right here. Then, I could share this
with Alex, and he can download it. Or, I
can share it anyone on my team, they can
download and get access to it. But, the
real unlock here is that once you do
that, then you can go into Claude Code
on your mobile phone, and you can access
that GitHub repo, and you'd be able to
access all of the files that were on
your device now on your phone. And this
is very helpful because, like, I'm doing
a lot of content creation on my phone,
and so I have my co-work setup all on my
phone. So, I open up Claude Code on my
phone, it accesses my co-work setup with
all my X writing, my LinkedIn writing,
all that kind of stuff. I ask it to help
me write something, it will do it, and
it will leverage all of the skills in
the workspace that I've set up for
co-work.
I will say one thing here is that that
is a cloud
um
structure. So, for example, if I were
then to make updates to information on
my local here, I would then need to say,
"Hey, push those updates to the GitHub."
Or, if I wanted to take this and put it
on another computer that I have, then
I'd say, "All right, I go on the other
computer, I'd access this GitHub, I'd
download it to that computer." And then,
if I made updates to that other
computer, I would then need to push it
back to the cloud and then download it
again here. So, it is that local to
cloud download. We're very used to this
with, like, uploading files to Google
Drive and then downloading those files.
It's the same thing but in a code format
here,
um and it works really well. So, you can
keep it locally, you can put it in the
cloud, you can use it on your desktop,
you can use it on your mobile. The most
important thing is that you are using it
because this is an incredible time to be
doing anything with AI. You're actually
getting good results. Doesn't matter if
you're an engineering, customer support,
or whatever, you need to be doing more
with AI. It's a truly amazing time for
it, and hopefully this video just helps
you get started as a non-developer. This
was awesome. JJ covered so much ground
here. You're the man, 10X's resident AI
builder. Uh we're definitely going to
have to get you back on uh the show over
the next uh month or two, but I think
this was such a good breakdown of how to
get CoWork set up in a way that is
custom and really high-powered and
high-performing for kind of any
knowledge worker, especially executives,
and then the three use cases with the
CEO coach, the uh advisory board, and
then the thought leadership uh pipeline
for helping you create content online,
and then finally how you can do uh
CoWork skills but on your phone. Um you
just covered so much ground here in the
last 52 minutes, so I appreciate the
time, uh and yeah, we got to get you
back on soon. Hey, it's a pleasure to be
here. Um it's really exciting. Thank you
for that. I hope this all helps you a
lot. Uh put comments if you have any
questions, uh DM us. Me and Alex are
always available doing our best to help
ever- everyone out as we can. Uh but
this is a really exciting. I hope you
find it just as exciting, and thanks for
watching.
>> Thanks, everyone.
Ask follow-up questions or revisit key timestamps.
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.
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