WEBVTT

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An appointment reminder.

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A shorter email. A
checklist from your notes.

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That's where to start with Claude:

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a small job you already know how to check.

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Every business in this course is invented.

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A Hamilton accountancy,
a Christchurch builder,

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a Wellington HR team.

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So no real client
information goes into a chat.

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Claude is Anthropic's AI assistant.

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Free is enough for these exercises.

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Pro and Max are individual subscriptions.

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Team and Enterprise are
plans for organisations.

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If your workplace has approved an account,

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use that one, and check which
workspace you're in before you type.

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A personal account on a work email doesn't
automatically become a Team account.

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Free and paid plans can
both have usage limits.

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Long messages, attachments and
long conversations use more,

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so keep practice chats short and focused.

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Next, privacy. On a personal account,

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open Settings, then Privacy.

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Find Help improve our AI models,

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and switch it off for this practice.

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Be clear about what that switch does.

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It controls whether your
chats help improve the models.

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It doesn't make private business
information safe to paste in.

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Organisation accounts
have different data terms,

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so check your team's rules.

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And if you're unsure about permission,

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pause the real task, and keep
practising with the invented example.

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Now the job. Our invented Hamilton
accountancy needs an email for a client

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coming to an appointment.

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Ask for a warm message
in New Zealand English,

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with a subject line,
in under ninety words.

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Give only the facts it needs:
bring last year's accounts,

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and a list of questions.

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Keep the appointment date as a
placeholder in square brackets.

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And say: don't add deadlines or fees.

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Then read the draft beside your notes.

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Here's the catch. It's friendly and tidy,

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but it's added a reply-by deadline,

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and a fee. Your notes
never mentioned either.

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So take them out. Anything you didn't
supply doesn't belong in the message.

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A warmer tone only helps when it
keeps the meaning of your notes.

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Note what you changed, then have a
person approve it before it's sent.

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That note helps you explain the draft,

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and repeat the exercise next time.

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Choose something small enough
to review in a few minutes.

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A reminder works well, because you can
compare every detail with a short set of

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notes.

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So, your first step.

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Know your account. Check Privacy.

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Choose one safe task, and
finish with one reviewed draft.

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This is independent training by The Colab,

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not an Anthropic certification.

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Open the first text
lesson, and get set up.