knownstateai
Free Course · Self-Paced

Claude in practice

Seven short modules to go from "I opened Claude once" to confident daily use. Built for individuals and small teams who want real fluency, not just experimentation.

~90 minutes total 7 modules · 35 quiz questions Progress saved automatically
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Before you start: which Claude do you have?

Claude has different plans with very different capabilities. Knowing which one you are on decides which features in this course you can actually use today.

FREE

Limited daily messages, smaller model (Haiku), no Cowork or Projects. Good for trying Claude out.

PRO ($20/MO)

5x more usage, access to Sonnet and Opus, Projects, Artifacts, file uploads. The standard plan for serious individual use.

MAX ($100-200/MO)

Much higher usage limits, priority access, advanced Cowork and Computer Use features, longer context. For heavy daily users.

TEAM / ENTERPRISE

Per-seat plans with admin controls, shared Projects, security and compliance features, optional zero data retention. For organisations.

For NFP and faith-based orgs: Claude Team plans can be procured through Anthropic directly. There is no public NFP discount programme yet, but volume pricing for organisations of all sizes is negotiable. If you are evaluating Claude alongside Copilot for your team, talk to us about which plan fits.
1

Know Your Claude Surfaces

Claude lives in five different places. Picking the right one is the single biggest factor in whether the output feels like a clever assistant or a chatbot.

🎯
By the end of this module: You will know exactly which Claude surface to open for any given task, and why the wrong surface is usually why the output feels generic or shallow.
Why "surface" matters more than "prompt"

If you remember one thing from this module, make it this: the wrong surface cannot be rescued by a better prompt.

When people first try Claude, they usually open claude.ai in a browser tab and ask it to do a task like "analyse my sales spreadsheet" or "fix the bugs in my code." The output is generic, partial, or just guesses based on what you describe rather than what is actually in the file. The conclusion many people reach is "Claude is impressive at chat but not great at real work."

The problem is not Claude. The problem is that Claude in a browser tab can only see what you paste or upload. It cannot see your folder structure, your codebase, your file system, or any of the local context that would make its answer truly useful. That is what other surfaces are for.

There are five different places Claude lives, and each one has different capabilities and context. Picking the right surface for your task is the single biggest factor in whether the output feels like a thinking partner or a generic AI.

The five surfaces, explained

Each surface solves a different problem. Same underlying model family, but very different access to your work.

💬

Chat

CLAUDE.AI · MOBILE APP · DESKTOP APP

The classic chatbot. Available in any browser at claude.ai, in the mobile app, and in the desktop app. Stateless by default, meaning each new conversation starts fresh with no memory of past chats unless you turn on the Memory feature.

Use whenQuick questions, brainstorming, drafting standalone text, getting unstuck on a problem, anything you would ask a smart generalist with no shared context.
🗂️

Projects Pro+

PERSISTENT WORKSPACE · UPLOADED FILES

A saved workspace inside claude.ai with files, custom instructions, and shared context. Upload files once and Claude remembers them across every conversation in that Project. Best for recurring topics where the same reference material applies every time.

Use whenWeekly reports, ongoing projects, anything where you want to stop re-uploading the same files. Treat it as Claude's "long-term memory" for a specific topic.

Cowork Pro+ · Desktop

READS LOCAL FOLDER · CREATES FILES

A desktop tool that lets Claude read and write files on your computer. Point it at a folder and it can analyse spreadsheets, edit documents, refactor codebases, and produce real .docx, .xlsx, .pptx, and .pdf files in the folder you specify. The closest Claude gets to "do this for me on my actual computer."

Use whenReal work on real files. Long sessions on a complex doc. Tasks where you want output that goes straight into your existing folder structure rather than copy-paste from chat.
⌨️

Claude Code Pro+ · CLI

COMMAND LINE · CODEBASE-AWARE

A command-line tool for developers. Run claude in your terminal, and Claude can read your entire codebase, write new files, run tests, and execute commands. Built for engineers handing off real coding tasks rather than asking trivia.

Use whenSoftware development. Bug fixes, feature work, code reviews, refactors. If you live in a terminal, this is where Claude becomes a coworker.
🎨

Artifacts

INSIDE CHAT · INTERACTIVE OUTPUT

Not really a separate surface, but worth its own card because most people never use it well. Artifacts are interactive content that renders inline in your conversation: charts, HTML pages, React components, SVG diagrams, working apps. Available in Chat and Projects.

Use whenYou want a real deliverable, not just text. Interactive charts, prototype apps, mockups, decision trees. Try: "Create an interactive chart of [data]. Don't code, just the chart."
Inside Claude: the models you can choose between

Claude is not one model, it is a family. Picking the right one for the task affects both quality and how quickly you burn through your usage limits.

ModelWhat it doesWhen to use it
Opus 4.7 The most capable model. Highest quality reasoning, longest sustained focus, best for nuance and complexity. Slower and uses more of your daily quota. Strategy work, complex analysis, important emails, anything where quality matters more than speed.
Sonnet 4.6 The balanced workhorse. Strong reasoning at much faster speed than Opus. The default for most paid users and most everyday work. General drafting, code review, summarisation, most "real work" tasks. The sensible default.
Haiku 4.5 The fast model. Lighter reasoning, much faster output, much lower cost via the API. Good enough for many simple tasks. Quick lookups, simple drafts, casual chat, automated tasks where speed matters more than depth.
Extended thinking A toggle (not a separate model). Gives Claude time to "think out loud" before answering. Available on Opus and Sonnet. Hard problems where reasoning matters: maths, multi-step logic, complex tradeoffs, debugging.
Key insight

Default to Sonnet, escalate to Opus when needed

For most paid users, Sonnet is the right default. It is fast, capable, and uses far less of your quota than Opus. Save Opus for tasks where the quality difference will matter, such as strategic writing, complex analysis, or anything you would otherwise spend a long time refining manually. Many users burn through their Opus allowance on tasks Sonnet would have handled equally well.

The three pitfalls that cause most "Claude is impressive but not useful" complaints

Diagnosing bad output almost always lands on one of these.

01
Using Chat for work that needs Cowork or Projects

You paste pieces of three documents into Chat and ask Claude to cross-reference them. The output is partial because Claude is working from the snippets you pasted, not the full files. Either upload them to a Project (so Claude has them in full and remembers across conversations) or use Cowork to point Claude at the folder containing them.

02
Re-explaining yourself every conversation

You start every chat with "I am a [role] working on [topic], my style is [tone]..." That is what Projects custom instructions are for. Set the context once at the project level, and every conversation in that project inherits it. Saves you 30 seconds per chat and makes Claude better-aligned by default.

03
Asking Opus to do Haiku work

You burn through your Opus allowance on quick lookups and simple rewrites. Then for the actual hard task you needed Opus on, you have already hit your quota. Match the model to the task: Haiku for fast and simple, Sonnet for most work, Opus for hard reasoning.

Which surface should I open?

A simple decision guide for everyday tasks. When in doubt, come back to this.

If your task is...

A quick question or brainstorm
Chat (Sonnet)
Recurring topic with the same files
Project
Real work on real files in a folder
Cowork
Software development
Claude Code
Interactive output (chart, app, mockup)
Chat + ask for an Artifact
Hard reasoning, complex tradeoffs
Opus + Extended Thinking
Casual quick draft, simple lookup
Haiku in Chat

Before the quiz, remember

  • Five surfaces: Chat, Projects, Cowork, Claude Code, Artifacts. Each has different capabilities and context.
  • Three main models: Opus (best quality, slowest), Sonnet (balanced default), Haiku (fast and cheap).
  • The wrong surface cannot be fixed by a better prompt. Chat cannot see files in your folder. Cowork can.
  • Projects = Claude's long-term memory for a topic. Stop re-uploading the same files every conversation.
  • Match the model to the task. Sonnet by default, Opus for the hard stuff, Haiku for speed.
Quick check

Test yourself

Five quick scenarios to check your understanding. Click an answer to see feedback.

Nice work!

You scored 0/5. Mark this module complete below to save your progress.

Not yet complete
Finished Module 1?
Mark it complete to track your progress across the course.
2

Write Prompts That Get Usable Output

Most of the difference between "wow" and "useless" comes from how you ask, not what you ask. Here is the pattern that works for Claude.

🎯
By the end of this module: You will have three patterns that reliably turn vague output into usable output on the first try, plus one phrase that saves you five minutes every prompt.
Why prompting is the 10x skill

More than any other single habit, this is what separates Claude power users from everyone else.

Two people on identical Claude plans, with identical use cases, can get wildly different output. Sometimes 10x different in quality. The difference is almost never which model they pick. It is how they ask.

When you type a vague prompt, Claude has to guess at what you actually want. It guesses based on statistical patterns from a vast amount of training data. The "average" answer that fits the average meaning of your vague prompt is, by definition, generic. That is what generic output actually is: the AI defaulting to the most common interpretation because you did not give it enough to work with.

When you write a specific, well-structured prompt, Claude has far less to guess at. It can produce something tailored to your situation, your audience, your constraints. Same model, same plan, same tool. Radically different output.

A small note about Claude specifically: it tends to be more responsive than other AI tools to explicit role-setting and to "ask me clarifying questions before you start" prompts. Lean into both.

The prompt quality ladder

Same task, three approaches. The difference is not length, it is structure.

Bad
"Write me a LinkedIn post about AI tools."
Generic input, generic output. No angle, no audience, no idea what you actually need. Claude has to guess everything.
Better
"I want to write a LinkedIn post about the AI tools I use daily. Do not start yet. Ask me clarifying questions first, so we align on angle, tone, and audience."
You are making Claude do the thinking. It asks, you click. Faster and better results than writing a perfect prompt from scratch.
Best
Upload reference files (your bio, your writing style guide, past examples), then: "I want to write a LinkedIn post about AI tools I use daily. First, read the uploaded files completely before responding. Do not start executing yet. Ask me clarifying questions so we can refine the approach together step by step."
Context + restraint + collaboration. This is how you get output that sounds like you, not like AI.
Why "Best" beats "Better"

Let Claude do the thinking, not you

The "Better" prompt is good, but Claude still has to invent what your voice sounds like. The "Best" prompt gives it real reference material to ground on, plus permission to ask before writing. The result sounds genuinely like your work because it has been shaped by your actual writing, not by Claude's guess at how you might write. This is the highest-leverage habit to build.

The anatomy of a great prompt

Most great prompts have five ingredients. Missing any one usually explains why output feels off.

Five-ingredient prompt, annotated

Each colour shows what that part of the prompt does.

"Act as my writing coach. Help me revise this draft proposal for a board of trustees who are sceptical about AI spending and have not seen the project before. Keep it warm, under 600 words, no jargon, no filler phrases. Give me three different opening paragraphs and a marked-up version of the body with your edits inline."
Role

Who Claude is being in this response. Changes tone and perspective.

Task

What you actually want produced. Be specific.

Context

Who it is for, what came before, the situation around the task.

Constraints

Length, tone, what to avoid, hard rules.

Format

The shape of the output: sections, options, structure.

You do not need all five every time. For quick questions, "task" alone is fine. But for anything you would call "real work," check you have covered at least Task + Context + Constraints. That alone transforms your hit rate.

See it in action

Toggle between levels to see how the same request transforms as you add ingredients.

Live prompt builder

Same LinkedIn post request, three quality levels.

"Write a LinkedIn post about AI tools."
15% Usable
Five mistakes to stop making

If your output is consistently disappointing, check if you are falling into one of these patterns.

01
Not telling Claude who it is
Bad
"Give me feedback on this proposal."
Fix
"Act as a sceptical board member reviewing grant applications. Give me feedback on this proposal focused on risks and evidence gaps."

Same content. Completely different feedback. A role directs the lens Claude uses. Without one, you get generic, blandly positive feedback.

02
Saying "good" and expecting Claude to know what that means
Bad
"Make this email better."
Fix
"Make this email more direct: remove hedging phrases, lead with the ask, cut to under 80 words."

"Better" means nothing on its own. Define what "good" looks like: more direct, warmer, more formal, shorter. Give Claude a direction, not a vibe.

03
Pasting one paragraph and expecting Claude to know the whole project
Bad
"Help me revise this paragraph."
Fix
Upload the full doc, then: "I am revising the third section. Here is the rest of the document for context. Help me make section 3 stronger without breaking the flow."

Out of context, every paragraph reads the same to Claude. Give it the surrounding material so it can make changes that actually fit your wider piece.

04
Writing a 500-word prompt when a question would do
Bad
"Write a post about... [continues for 500 words trying to pre-answer every possible question]"
Fix
"I want to write a LinkedIn post about volunteer recognition. Ask me clarifying questions first so we align on angle, tone, and audience."

You do not need to guess what context matters. Let Claude ask. Clicking answers is faster than writing a perfect prompt from scratch.

05
Letting Claude write whatever it wants when you have a strong voice
Bad
"Write a blog post about leadership."
Fix
Upload three of your past posts as reference, then: "Write a blog post on leadership in my voice. Match the tone, sentence length, and structure of the uploaded examples. Avoid these phrases: [list]."

Without a voice reference, Claude defaults to "AI house style" which sounds bland and generic. Give it real examples of your writing and explicit phrases to avoid. The output starts sounding like you.

The magic phrase

If you remember one thing from this course, make it this.

"Ask me clarifying questions before you start."

Stick it at the end of any meaningful prompt. Claude pauses before writing, identifies what it needs to know, and presents you with specific clarifying questions, often as multi-select options or a clean numbered list.

You answer in under a minute. Then Claude writes the response using your actual input rather than its guess. The quality difference is significant and the effort difference is almost nothing.

Why this works especially well with Claude

Claude is unusually good at identifying what it does not know

Asked to "do X," Claude tends to do X with whatever assumptions seem reasonable. Asked to "ask first," Claude is unusually good at surfacing the assumptions it would otherwise make silently. This is one of Claude's standout traits: when you give it permission to think out loud and ask before executing, it does so well. Most other AI tools just power through. Use this.

Plan first, build last

Do not start with "build me X." Use Chat to align on what you want. Once it is clear, then build.

1
Ask
"I need to track project costs. Ask me clarifying questions about what I need."
2
Refine
Claude asks about categories, currencies, formulas, timeframes.
3
Align
You refine together until the spec is clear and you both agree.
4
Build
"OK, now build the spreadsheet."

Chat turns are cheap. Builds are expensive. A 30-second alignment conversation saves you from a 30-minute rework cycle on a wrong-shaped output. This is the single most important workflow pattern for any task with real consequences.

Your prompt cheatsheet

Eight reusable patterns. Save them, modify them, use them constantly.

The drafter

When you need text written from scratch.

Act as [role]. Draft a [doc type] for [audience]. Keep it [tone, length]. Before writing, ask me clarifying questions.
The editor

When you have a draft and need feedback.

Act as a tough editor. Review this [doc type] for clarity, logic, and gaps. Give me three specific things to improve, with suggested fixes.
The analyst

When you want insights from a file or data.

Analyse the attached file. Tell me the three most interesting patterns and two surprising findings. Plain English, no jargon.
The summariser

When you want a tight summary.

Summarise the attached document in three sections: what happened, what was decided, what is next. Under 150 words total.
The comparer

When you need to weigh options.

Compare [option A] and [option B] for [goal]. Give me a table with pros, cons, cost, and a recommended next step. Be honest about tradeoffs.
The explainer

When you want to understand something.

Explain [topic] to me like I am [role/level]. Use a concrete example. Tell me the one thing most people get wrong about it.
The artifact builder

When you want an interactive deliverable.

Build an interactive [chart/app/tool] showing [data/concept]. As an Artifact, no code in the chat. Include [specific features].
The reframer

When you are stuck or output is not working.

I have been trying to [goal] and getting stuck. Ask me five questions to understand the real problem, then suggest a different approach.

Before the quiz, remember

  • Bad prompts get generic output, not because Claude is bad, but because "average" is the default when context is missing.
  • Five ingredients matter: Role + Task + Context + Constraints + Format. You do not need all five every time, but check you have at least Task + Context + Constraints for real work.
  • "Ask me clarifying questions before you start" is the most useful phrase. Claude is especially good at responding to it.
  • Plan first, build last. Cheap chat turns, then expensive build. Never the other way around.
  • Voice matters. Upload past examples plus a list of phrases to avoid, and Claude starts sounding like you, not like AI.
Quick check

Test yourself

Five questions on prompt patterns. Pick the best answer in each case.

Well done!

You scored 0/5. Mark this module complete below.

Not yet complete
Finished Module 2?
Prompting is the highest-leverage skill in this course. Nail this and everything else gets easier.
3

Set Up Your Workspace

Most people re-explain themselves to Claude every conversation. They do not have to. Projects and Cowork solve this exact problem.

🎯
By the end of this module: You will know how to give Claude your context once and use it forever, whether through Projects (in claude.ai) or a structured folder for Cowork.
Stop re-explaining yourself

The fastest way to make Claude useful is to make it stop forgetting.

By default, every Claude conversation is stateless. New chat, blank slate. You re-paste the same context, re-explain who you are, re-upload the same files. Most users live with this and never realise there is a better way.

There are three ways to give Claude persistent context: Projects (saved workspaces in claude.ai), Cowork folders (a local folder structure on your desktop that Claude reads), and Memory (an opt-in feature that lets Claude remember things across all your chats). Each solves a different version of the same problem.

Setting up your workspace is a one-time job that pays off on every future task. The hour you invest now saves you a few minutes on every prompt for the next year.

Three ways to give Claude persistent context

Each solves a different scope of "remember this for me."

MethodWhat it remembersBest for
Projects Files you upload, custom instructions, the conversations within that project. Each project is its own bubble. Recurring topics with their own reference material. Weekly reports, ongoing client work, a book you are writing.
Cowork folder Whatever is in the folder you point Claude at. Read-only context plus an output folder Claude can write to. Real desktop work. Document drafting, spreadsheet analysis, anything where output needs to live in your normal folder structure.
Memory (opt-in) Personal facts, preferences, ongoing context across every chat in your account. Globally available. Persistent identity: your role, your style preferences, names you reference often. Less for project-specific material.
Key insight

Projects beat re-uploading. Always.

If you find yourself uploading the same file to a fresh chat for the third time, stop. Make a Project, upload the file once at the project level, and every conversation in that project will have access to it. This single habit saves more time than almost any other Claude tip.

The Cowork folder structure (the one that actually works)

For Cowork users, the folder structure you choose is the difference between Claude feeling like a colleague and feeling like a confused intern.

The recommended pattern is one parent folder (typical name: Claude-Cowork) with four subfolders. Only one folder is where Claude writes to. Everything else is read-only context.

FolderPurpose
ABOUT-ME Your identity. Who you are, what you do, how you write, what matters to you right now. Claude reads this on every session.
PROJECTS One subfolder per live project. Briefs, drafts, references, supporting material. Read-only, Claude does not write here.
TEMPLATES Your best past work, kept as reusable structure (not content). Claude refers to them when asked to match style or format.
CLAUDE-OUTPUTS The only folder Claude writes to. Everything else is read-only. Keeps your real files safe from accidental edits.

When you start Cowork, point it at the parent folder. Claude reads everything as context, but only writes inside CLAUDE-OUTPUTS. You move things over to your real working files when you are happy with them.

The two core files that change everything

Most of the value of a structured workspace comes from two markdown files in your ABOUT-ME folder.

1

about-me.md

Who you are, what you do, who you work for, what you are working on right now, how you make decisions, what you care about. Treat it like the briefing you would give a new assistant on day one. Update it monthly.

2

anti-ai-style.md

Every phrase, word, or pattern Claude must never use in your output. Examples: "delve," "boundaries," "it is worth noting," "navigate the complexities of," any em-dashes, any sentence starting with "Moreover." This is your style filter. The longer this list, the more your output sounds like you.

Key insight

One great markdown file beats fifty random uploads

Quality of context beats quantity. A well-written about-me.md is worth more than 20 random documents you uploaded "just in case." The signal-to-noise ratio matters: if Claude has to wade through unrelated material to find what is relevant, output suffers. Curate ruthlessly.

Projects vs Cowork: which one when?

They overlap, but each has clear strengths.

SituationUse ProjectsUse Cowork
Working on the train, on mobile, off your usual machine Yes - cloud-based, anywhere No - desktop only
Output needs to land in your existing folder structure No - manual download Yes - writes directly to disk
Sharing the workspace with a teammate Yes on Team plans No - your local machine
Files are sensitive and should not leave your computer No - uploaded to Anthropic Yes - stays local
Recurring topic with stable reference material Yes - what Projects are designed for Yes, but more setup overhead
One-off complex task on real local files OK if you upload them Yes - faster, no upload step

Before the quiz, remember

  • Three persistence options: Projects (cloud, per-topic), Cowork folder (local desktop), Memory (global personal facts).
  • Projects beat re-uploading. If you have uploaded the same file twice, make a Project.
  • Cowork folder structure matters: parent folder with ABOUT-ME, PROJECTS, TEMPLATES, CLAUDE-OUTPUTS. Only the last is writable.
  • Two core files do most of the work: about-me.md for identity, anti-ai-style.md for voice filtering.
  • One great context file beats fifty random uploads. Quality over quantity.
Quick check

Test yourself

Five questions on workspaces, Projects, Cowork, and persistent context.

Great work!

You scored 0/5. Setting up a workspace once pays off forever.

Not yet complete
Finished Module 3?
A great workspace is the difference between Claude feeling generic and feeling like it knows you.
4

Build Real Things with Artifacts

Most people use Claude for text. The biggest underused capability is its ability to build real, interactive deliverables you can actually use or share.

🎯
By the end of this module: You will understand what Artifacts are, what kinds you can produce, and how to ask for them in a way that gets you something genuinely useful on the first try.
Why most people never use Artifacts

It is one of Claude's biggest features and one of its most invisible.

Artifacts are interactive content that renders inline in your conversation. Charts you can click on. HTML pages that work. React components you can interact with. SVG diagrams. Mermaid flowcharts. Working prototype apps. Real .docx, .xlsx, .pptx, and .pdf files you can download.

The reason most people never use Artifacts is that they do not know to ask for them. Claude defaults to text in chat. If you want something interactive, you need to say so. Once you start asking for Artifacts intentionally, the value-per-prompt jumps significantly.

Artifacts are available in Chat and Projects on any paid Claude plan. They are not a separate surface, they are a kind of output Claude can produce when you ask for it.

What you can ask Claude to build

A guide to what each type is best at, with example prompts.

TypeWhat it isBest for
Interactive HTML A working web page rendered in your chat. Buttons, forms, animations all work. Decision tools, calculators, prototype interfaces, simple games, interactive explainers.
React components Functional React components with hooks, state, charting libraries (recharts, lucide). Dashboards, data viz with interactivity, mini apps, interactive demos.
SVG graphics Vector graphics inline. Logos, icons, infographics, illustrations. Quick infographics, custom diagrams, simple illustrations, presentation graphics.
Mermaid diagrams Flowcharts, sequence diagrams, gantt charts written as text. Process flows, system diagrams, decision trees, project timelines.
Markdown documents Long-form structured text. Easy to copy or download. Reports, articles, briefing notes, anything text-heavy you want as a clean document.
Real .docx / .xlsx / .pptx / .pdf Native files Claude generates and you download. Deliverables for stakeholders who need real Office files, not screenshots.
How to ask: the patterns that work

The phrasing matters. Specific phrases turn vague text output into specific Artifact output.

What you wantWhat to say
An interactive chart Create an interactive chart of [data]. Don't code, just the chart. Use recharts.
A React mini-app Build a [thing] as a React component. Tailwind for styling. Make it interactive.
A flowchart / decision tree Show this process as a Mermaid flowchart. Include decision diamonds for branches.
An infographic Create an SVG infographic showing [concept]. Use [colour palette] and clear icons.
A real Word doc Create a .docx file with [content]. Proper headings, professional formatting, ready to send.
A real spreadsheet Build me an .xlsx file with [structure]. Working formulas, conditional formatting, sample data.
A real PowerPoint Make a .pptx deck for [audience and purpose]. Five slides, clean design, speaker notes on each slide.
Key insight

Specify the format upfront

Claude responds reliably when you name the output type. "Make me a chart" produces different results to "Create a recharts bar chart as an Artifact." Be specific about the type, the framework or format, and what should be in it. The more precise you are, the better the first output.

Iterating on an Artifact

Most great Artifacts come from a build, then refine, then refine cycle. Here is how to keep iterations clean.

1

Start broad, refine narrow

First prompt: "Build me a dashboard for tracking volunteer hours." See what Claude produces. Then refine: "Add a filter for campus." Then: "Switch the bar chart to a stacked bar." Each refinement should change one thing.

2

Reference the Artifact directly

Instead of "make this better," say "in the dashboard, change the colour of the totals row to teal." Claude knows which Artifact you mean and edits it in place rather than starting over.

3

Reset rather than over-iterate

If an Artifact has gone wrong after several rounds of edits, do not keep patching. Start a new conversation, paste a screenshot or description, and rebuild fresh. Cleaner result than ten more "actually try this instead" prompts.

4

Download or share the final version

Artifacts have a download button. Real files (.docx, .xlsx, .pptx) save to your computer. HTML/React Artifacts can be downloaded as standalone files you can host or share. Some Pro features let you share an Artifact via a public link.

When Artifacts are not the answer

Artifacts are powerful, but they are not always the right tool. Knowing when to skip them saves you time.

01
You need it inside an existing Word or Excel file

An Artifact is a fresh file. If you need to add content to your existing document, use Cowork to point Claude at the file and edit it in place. Or use Copilot inside that Office app. Artifacts are great for creating from scratch, less great for inserting into existing files.

02
You need a long, polished document

For genuinely long-form text (a 5000-word report, a book chapter), Claude in plain chat with a Project for context tends to be cleaner than building it as an Artifact. Use Artifacts for structured documents, dashboards, and interactive output. Use chat for prose.

03
You want production-ready code

React Artifacts are great for prototypes and demos. For real shipping code that needs to integrate with your codebase, use Claude Code in your terminal instead. It can read your repo, run tests, and commit changes. Artifacts are isolated demos, not part of your build.

Before the quiz, remember

  • Artifacts are interactive output rendered inline. Charts, apps, diagrams, real Office files.
  • Most people never use them because they don't think to ask. Specifying the format upfront unlocks them.
  • Six main types: Interactive HTML, React components, SVG, Mermaid diagrams, Markdown docs, real Office files.
  • Iterate one change at a time. Reference the Artifact directly when refining.
  • Reset rather than over-iterate when an Artifact has gone wrong. Fresh conversation, fresh build.
  • Use Cowork or Claude Code instead when you need work in your existing files or codebase.
Quick check

Test yourself

Five scenarios. Pick the right Artifact type and approach for each.

Nicely done!

You scored 0/5. You're halfway through the course.

Not yet complete
Finished Module 4?
Pick one Artifact type this week and build something with it. Hands-on beats reading.
5

Automate with Cowork, Claude Code, and MCP

The shift from "Claude answers questions" to "Claude does tasks." This is where real hours start being saved.

🎯
By the end of this module: You will know which automation surface to use for which kind of task, and how to give Claude access to external tools through MCP without breaking your security model.
Three ways Claude does tasks for you

Each is built for a different scope of work. Picking the right one matters.

Desktop

Cowork

The desktop app that reads and writes files in a folder you specify. Best for sustained work on real documents: drafting, editing, analysis, refactoring documents, generating real .docx, .xlsx, .pptx, and .pdf files in your normal folder structure.

  • "Read every file in PROJECTS/Q4-report. Build me a summary in CLAUDE-OUTPUTS."
  • "Clean up this messy spreadsheet, fix the dates, flag duplicates, save the cleaned version next to it."
  • "Take the bullet points in notes.md and produce a polished 5-page Word document."
  • "Refine this 20-slide deck across multiple passes until every slide has a clear point and consistent formatting."
Terminal

Claude Code

A command-line tool for developers. Run claude in your terminal and it can read your codebase, write new files, run tests, execute commands, and commit changes. The closest Claude gets to "pair programmer."

  • "Read the codebase. Find every place we handle authentication and check for inconsistencies."
  • "Add a feature: users can export their data as JSON. Write the endpoint, the tests, and the docs."
  • "This bug report mentions a crash on file upload. Find the cause and propose a fix."
  • "Refactor src/utils into smaller files. Keep all tests passing."
Connected

MCP servers

The Model Context Protocol lets Claude connect to external tools: your email, calendar, project trackers, databases, search engines, custom APIs. Once connected, Claude can read from and write to those systems as part of a normal conversation.

  • Connect Gmail/Calendar: "What is on my calendar this week, and which emails need a response by Friday?"
  • Connect Linear/Jira: "Summarise every open ticket assigned to me, grouped by priority."
  • Connect Notion: "Find every page tagged 'roadmap' and summarise the changes from the past month."
  • Connect a custom DB: "Run a query for active users last 30 days, give me the top 10 by usage."
When to automate, and when not to

Automation is intoxicating. Before you commit to building one, check the task is actually a good candidate.

Automate when...Do not automate when...
The task is repeatable with the same inputs and outputs each time. Every instance is subtly different and requires judgement.
It takes 10+ minutes per occurrence, at least weekly. It happens occasionally and does not take long.
The cost of getting it wrong is low or easily caught. A mistake would damage relationships, miss compliance, or be unrecoverable.
The process is well documented or easily described. The process lives in someone's head and nobody has written it down yet.
You can review the output before it goes live. The output goes straight to external parties with no review.
Key insight

Document the process first, automate second

The single biggest predictor of whether an automation will succeed is whether the process it replaces was clearly documented beforehand. If you cannot describe the workflow in plain English to another human, Claude will not be able to automate it either. Write it out, test it as a checklist a person could follow, then automate.

Your first automation: a walkthrough

A real, simple automation you can build today using Cowork. The pattern generalises.

1

Pick a small, annoying task

Examples: weekly report drafted from standing inputs, email replies based on a stable template, tidying a recurring spreadsheet, generating a board pack from monthly data. Not "run my whole job," just one chunk that recurs.

2

Describe it in plain English

"Every Friday I take the data in weekly-numbers.xlsx, write a 200-word summary highlighting biggest changes, and email it to the team. Generate the summary as a draft I can review before sending."

3

Set up the folder structure

Put the standing inputs in a Cowork PROJECTS subfolder. Put your past summaries in TEMPLATES so Claude can match the style. Put your style rules in ABOUT-ME. Run Cowork pointed at the parent folder.

4

Run it weekly with the same prompt

"Read this week's weekly-numbers.xlsx. Match the tone of past summaries in TEMPLATES. Generate this week's draft summary in CLAUDE-OUTPUTS." Open it, review, send.

5

Refine the prompt over time

Each week, note what you changed when reviewing. Update about-me.md with the rule that prevents that change next time. After a month, the draft needs almost no editing.

Connecting MCP servers safely

MCP is powerful and a little risky. A short checklist for getting it right.

A

Start with read-only connectors

Connect things that only read your data first (calendar, email read-only, search). See what value Claude adds before you give it write access. The risk profile is much lower for read-only.

B

Use OAuth, not API keys, where possible

OAuth means Claude gets scoped access tied to your identity, with revocation in one click. API keys are wider and harder to revoke if something goes wrong.

C

Approve actions individually at first

Claude asks for confirmation before performing actions on connected services. Keep that on for at least the first month. Loosen only for actions you have seen go right consistently.

D

Check the connector's permissions before adding

Each MCP connector requests specific permissions. Read them before granting. "Send email on your behalf" is much wider than "read your inbox." Match the scope to what you actually need.

Before the quiz, remember

  • Three automation surfaces: Cowork (real files), Claude Code (codebases), MCP (external services).
  • Match the surface to the task: docs/spreadsheets to Cowork, code to Claude Code, integrated workflows to MCP.
  • Document before you automate. If you cannot write the process down, Claude cannot follow it either.
  • Start small. One annoying weekly task, not the whole job. Iterate.
  • MCP safely: read-only first, OAuth over API keys, approve actions individually until you trust the pattern.
Quick check

Test yourself

Five questions on choosing the right automation surface and using it safely.

On a roll!

You scored 0/5. Two modules to go.

Not yet complete
Finished Module 5?
Pick one repeatable weekly task and sketch out how an automation for it might work.
6

Power Tips and Stretching Your Plan

Small habits that separate light users from heavy users. Most take 30 seconds to pick up and pay back forever.

🎯
By the end of this module: You will pick up at least three habits that make Claude significantly more useful without changing your plan or paying more.

Daily habits that compound

Default to Sonnet
Most tasks do not need Opus. Sonnet is fast, capable, and uses much less of your daily quota. Save Opus for hard reasoning and important writing.
Use Extended Thinking for hard problems
A toggle on Opus and Sonnet. Lets Claude "think out loud" before answering. Significantly better on multi-step logic, debugging, and complex tradeoffs. Slower but worth it when accuracy matters.
Ask "what would you ask me?"
Before any meaningful task, instead of writing a long prompt, ask Claude: "What would you ask me before starting this?" Then answer those. Cheaper than guessing.
Use Projects for anything recurring
If you have used the same context twice, make a Project. Stops you re-uploading and re-explaining every conversation.
Reference past chats with /
In a new chat, type / to reference an earlier conversation. Useful when you want to pick up where you left off without uploading the same files again.
Check what Claude Memory remembers
Settings shows what Claude has learned about you. Review it occasionally. Wrong facts in memory poison every future response. Easy to fix in two clicks.

Feature discoveries most people miss

Voice mode (mobile app)
Claude on iOS and Android has voice mode. Useful for thinking out loud during commutes, walking, or driving. Better than texting for free-flowing thought.
Image input
Drop a screenshot or photo into chat. Claude reads it. Useful for charts you cannot easily share as data, error messages, sketches you want digitised, or document scans.
Long file analysis
Claude can read very long PDFs, docs, and code files in one go. Drop a 200-page document and ask for an executive summary. The context window is large enough.
Custom instructions per Project
Each Project has its own instructions. Set tone, format preferences, and recurring constraints there. Every chat in that project inherits them automatically.
Star important conversations
Pin chats you want to come back to. Easier than searching weeks later. Useful for ongoing investigations, recurring drafts, or conversations you reference often.
Use the desktop app, not the browser
The desktop app has Cowork built in, faster keyboard shortcuts, and better file handling. If you use Claude daily, install it.
Troubleshooting: when Claude gives bad output

Most "Claude is broken today" moments have a specific, fixable cause. Diagnostic order to work through:

01
Output is generic or vague

Check: are you in the right surface? If you are in Chat asking about specific files, move them to a Project or open Cowork. Then check: have you given audience, constraints, and format? If not, add them. Then check: are you on Sonnet when you needed Opus + Extended Thinking?

02
Output sounds like AI, not like you

You have not given Claude a voice reference. Upload three of your past pieces and instruct it to match tone, sentence length, and structure. Build out your anti-ai-style.md with phrases to ban. Both compound over time.

03
Output references something that never happened

Claude is hallucinating, usually because it was underfed on context. Upload the actual source material. Ask "cite the source" to force it to link claims to real data. If it cannot cite, it was guessing. Add files instead of letting it improvise.

04
Output cuts off mid-thought

Claude hit a token limit in its response. Either ask "continue" (it will pick up where it left off) or break the task into smaller chunks. Long Artifacts especially: build them in pieces and stitch together rather than asking for one giant build.

05
Output is technically correct but not useful

You are probably asking the wrong question. Step back: "I have been trying to [goal] and getting stuck. Ask me five questions to understand the real problem, then suggest a different approach." Claude will surface assumptions you are making.

Stretching your plan

Practical ways to get more from a Pro plan before paying for Max.

HabitWhy it stretches your usage
Default to Sonnet, not Opus Sonnet uses far less of your quota. Most tasks do not need Opus. Reserve Opus for hard reasoning.
One Project per topic, not one per task Avoids re-uploading the same files. Claude reads project files once, not every conversation.
Plan in Chat, build in Cowork Cheap Chat conversations align the spec, then the build is one clean run rather than ten messy iterations.
Use the API for batch jobs The API has its own usage allowance separate from claude.ai. Useful for repeated automated tasks.
Reset stale chats Long conversations carry old context that confuses Claude and wastes tokens. Start fresh when a thread has gone wrong.

Before the quiz, remember

  • Default to Sonnet, escalate to Opus + Extended Thinking only when needed.
  • Projects = Claude's long-term memory. Use them for anything recurring.
  • "Ask me clarifying questions" is faster than writing a perfect prompt yourself.
  • Voice references plus phrases-to-avoid turn AI output into your output.
  • Reset stale chats rather than over-iterating. Fresh context, cleaner output.
  • The desktop app is faster than the browser and has Cowork built in. Install it.
Quick check

Test yourself

Five questions on power-user habits, troubleshooting, and stretching your plan.

Almost there!

You scored 0/5. One module left.

Not yet complete
Finished Module 6?
Pick three habits and try them this week. They will be second nature within a fortnight.
7

Go Deeper

Official Anthropic learning, the prompt library, and community resources. Bookmark what is relevant to your role.

📚
What is inside: The best free resources from Anthropic and its community for building real Claude fluency.

Before the final quiz

  • Anthropic's docs are excellent and updated constantly. Bookmark docs.claude.com as your first stop.
  • The prompt library is full of patterns you can adapt without writing from scratch.
  • The MCP ecosystem is growing fast. New connectors appear weekly. Worth checking quarterly for new options.
  • For coding, Claude Code documentation is essential, not optional.
  • Subscribe to Anthropic's newsroom so model and feature changes do not catch you out.
Final check

Test yourself

Five questions pulling together everything from the course.

You did it!

You scored 0/5. Mark this module complete to finish the course.

Not yet complete
Finished Module 7?
This is the last module. Marking it complete finishes the course.
🏆

Course complete

You've worked through all seven modules. You now know more about Claude than the vast majority of people who use it. Want help rolling this out across your team?

Ready to take your Claude skills further?

Self-study takes you so far. The rest comes from working on real tasks with someone in the room. We run half-day and full-day workshops, individually or for teams.

Course content aligned with Microsoft Learn documentation. Progress saved locally in your browser only. Clearing your browser data will reset progress.

knownstateai
Who you'll work with
Ben Griffiths

Ben Griffiths

Founder
LinkedIn

25+ years in technology and service transformation, from infrastructure and virtualisation to continuous improvement. Ben has worked across public and private sectors, large enterprises, and startups, managing teams spanning Sydney, Melbourne, China, and Malaysia. He's lived and worked in London, Africa, and Brazil, and is now based in Brisbane.

After years researching Bitcoin, Blockchain, and digital assets, and consulting on the latest wave of AI tools, Ben founded KnownStateAI to help organisations move from experimenting with AI to actually using it well.