Thanks for attending the Claude Foundations Workshop. These resources will help you build on what we covered.
From the workshop
Know the fundamentals
Plan what you want to build
Iterate
Small habits that compound fast. Start here.
Settings → Customize → Connectors. Start with Google Calendar or Gmail. Test it: “What's on my calendar this week?” Add Notion, Asana, Slack — whatever you actually use.
Settings → toggle on “Generate memory from chat history.” Claude builds memory per project after a few chats — and you can edit it yourself. One catch: new chats still don't search previous threads by default. If you want that, ask explicitly: “search previous threads in this project.”
Claude reads file names first to decide what's relevant — so name them clearly, not document3.pdf. Skip 100-page PDFs (extract the key parts first), no sensitive data, no screenshots. Good fits: brand voice, OKRs, pricing, SOPs, active client list, business overview.
Once your tools are connected, ask Claude: “Give me my morning brief — calendar, urgent emails, top priorities.” Tweak the prompt until the format feels right, then save it as a skill so you can run it every morning in one sentence.
I use Wispr Flow for voice-to-text everywhere on my computer — Claude, Slack, email, Docs. You'll move much faster.
Cowork (Claude's desktop agent mode) is Claude with hands on your actual computer. Use it when you want Claude to take action on local files, open apps, or automate things on your desktop — not just answer questions.
If a long conversation starts producing fuzzy output, start a fresh chat. Your Project instructions reload every time. You lose nothing.
When output is off, don't start over. Just say what's wrong: “That's close but the tone is too formal — try again.” Claude adjusts fast.
“Are my project instructions clear? What's missing?” Meta-prompting your own setup is one of the highest-leverage things you can do.
When Claude gives you output worth keeping, you've got two options. Copy and paste it into Word, OneNote, or wherever you work in MS365 — formatting comes through clean. Or save it to your Project's knowledge files and Claude stores it as a Markdown file future chats can read. Heads up: those saved files are read-only — if you need to edit, copy it somewhere else first.
Skills extend what Claude can do. Download the .zip, then in Claude go to Settings → Customize → Skills and upload it.
Paste a transcript (or ask Claude to pull one once you've connected your transcription tool) and get a structured summary: decisions made, action items with owners and deadlines, follow-ups, open questions, and notable quotes. Doesn't manufacture consensus that didn't happen.
Download .zipTurn rough notes, voice memos, or brain dumps into polished posts in your voice — LinkedIn, email, Twitter, or short-form. Pair it with a brand-voice.md file (see Tools below) to lock in your tone.
Download .zipResearch a person or company before any meeting. Pulls public context and generates smart, specific questions so you walk in prepared instead of winging it.
Download .zipA lighter, general-purpose tool — answer a few questions about your role and context, then get copy-paste-ready instructions for any Claude Project. Great for spinning up a focused project quickly. Use Strategic Advisor (below) if you want a deeper business thinking partner.
Download .zipA skill is just a folder with a few files. When you unzip one of the downloads above, here's what you'll see — and what each piece does.
skill-name/ ├── SKILL.md ← required ├── assets/ ← optional (files Claude includes verbatim) ├── references/ ← optional (background context) └── scripts/ ← optional (code Claude can run)
SKILL.mdRequiredThe brain of the skill. Has YAML frontmatter at the top with name and description (Claude reads this to decide when to trigger the skill), then your instructions in Markdown.
assets/OptionalFiles Claude pulls in verbatim — like brand-voice.md from the Brand Voice Generator, templates, or sample outputs. Drop these in to personalize a skill.
references/OptionalBackground docs Claude can read for context — frameworks, source material, examples — without including them word-for-word in every response.
scripts/OptionalOptional code (Python, JS) Claude can run. Skip this for most non-technical use cases — it's for when you want the skill to actually execute something.
Two web-based tools that generate files you can plug into any Claude Project or skill.
Reminder from the workshop
The five things every Claude Project (and every skill) needs in its instructions. Strategic Advisor uses it — so does any project you build from scratch.
Behavior — How Claude should act and communicate
Role — What expert identity Claude should take on
Intel — Background context Claude needs about you and your work
Edges — What Claude should never do
Format — How output should be structured
This is what we built together in the workshop. Lost yours, want to refine it, or want to spin one up for a different role? Use the BRIEF framework (Behavior, Role, Intel, Edges, Format) to build a Claude Project that actually knows your business — industry, stage, challenges, how you work. Goes deeper than the Project Instructions Generator above.
Access code: BEAGOODPERSON
Open GeneratorNot a skill — it produces a brand-voice.md file. Drop that file into the assets/ folder of any skill (like Content Repurposer) so Claude writes in your voice every time.
Enter your email to access
Build Voice GuideIf there's a topic you want to go deeper on — or you'd be interested in a follow-up session for your team — I'd love to hear from you.
These resources are from the Claude for Everyone course. Learn more at claudeforeveryone.com.
Not affiliated with Anthropic PBC.
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