WEBVTT

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An invented Wellington HR team wants a
new starter checklist they can reuse,

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written the same way every time.

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Three Claude features help with that job.

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A Project holds reusable
instructions and reference material.

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A file supplies evidence.

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An Artifact gives you separate output,

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to revise beside the conversation.

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Start with the job, not every button.

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Keep your notes beside the draft,

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so every step can be traced back
to something you actually supplied.

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First, the Project.

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Open Projects, then New Project.

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Call it Practice office emails.

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Free accounts can create
up to five Projects.

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Keep this one private.

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Choose Set project instructions,

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and add a few short rules.

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Use New Zealand English.

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Use only the supplied facts.

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Flag missing dates and owners.

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Keep everything as a draft
for a person to review.

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One detail. The Project's name and
description aren't context Claude can read.

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Put the rules you need
in the instructions,

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and the reference facts in
the Project's knowledge.

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On Team and Enterprise plans, Projects
can be shared inside the organisation.

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So check who can see a Project
before you add anything to it.

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Next, evidence. In a chat,
choose the plus button,

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then Add files or photos.

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Attach the tiny practice
file from the lesson:

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invented notes for a painting job.

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Ask for the scope, the exclusions,

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the proposed start, and anything missing.

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Then compare every line with the file.

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The notes say the start is
subject to client approval,

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and the price is not yet confirmed.

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So the summary must keep
the approval condition,

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and must not invent a price.

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Now, the output. Ask for a simple
checklist Artifact for the new starter.

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Artifacts need Cloud code execution
and file creation turned on,

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in Settings, Capabilities.

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Your organisation may manage that setting.

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Chat Artifacts work on every plan,

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Free included. The Design, Slides and
Docs templates are only on paid plans,

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and you won't need them here.

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If it isn't available, ask for
the checklist in the chat instead.

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Then ask for one revision, and replace
any invented staff name with an owner

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placeholder. A checklist that invents
who's responsible isn't finished.

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That's the pattern: prepare, ask,

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check, approve. Finish
with a short handover note:

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which source you used, what you checked,

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and what's still uncertain.

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Claude Code and other advanced
tools are topics for later training.

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For now, complete one small office task.

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The useful result is the one you
can trace back to its source.