Claude Pro: Your small business co-worker

Most small business owners are scratching the surface of what AI can do, using it like a search engine or a one-off content tool.

Claude Pro is something different. It's a thinking partner, a doer and a co-worker that lives on your desktop and works alongside you every day.

In this practical Tech Hub webinar, our expert speaker Charlotte Boundy will walk you through everything you need to know to make Claude Pro a genuine part of how you run your business.

Whether you're writing proposals, managing client communications, building workflows or just trying to get more done with less, this session will show you what's possible and how to get started.

Topics covered in this session

• What Claude Pro actually offers and why it matters for small businesses

• The difference between using AI as a search tool and using it as a thinking and doing tool, and why that shift changes everything

• How to set up Claude on your computer so it's always one click away and part of your daily flow

• How to connect Claude to Gmail, Outlook, Google Drive and other tools you're already using in your business

• How to use Claude's Projects feature to keep your tone of voice, key documents and business context in one place - so every output actually sounds like you

• A live working demo

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Transcript

Lightly edited for clarity.

Amy: Hello, everyone and welcome to today's Tech Hub webinar. My name is Amy. I'm a programme manager at Enterprise Nation and it's great to have you with us today.

If this is your first Tech Hub session, Tech Hub is a collaboration between Google, Sage and Enterprise Nation. It's been created to help small businesses access practical technology to run and grow with confidence.

Today's session is all about Claude Pro and how you can use it as a genuine co-worker in your small business, not just as a one-off tool or chatbot. Most small businesses are only scratching the surface of what AI can do and today's session is about changing that.

We're joined by our expert speaker, Charlotte Boundy, founder of Brightspark Collective, an AI-enabled operations consultancy and fractional EA agency. Charlotte works with founders to build businesses that run without them holding everything together, using AI, automation and workflow design.

She has hands-on experience implementing Claude Pro into real business operations, so everything she shares today is grounded in practice.

In this session, Charlotte will walk us through what Claude Pro offers, why it matters and how to set it up on your desktop. She'll also show you how to connect it to tools you already use, including how to use the projects feature to keep your tone of voice and business context in one place.

To make the most of this webinar, we recommend that you're signed up to Claude Pro. This workshop is specifically designed for Pro users. But if you don't have Claude Pro, we are recording the session, so you'll be able to see the benefits and refer back to the recording later.

Please drop any questions into the Q&A box rather than the chat, so we can keep them all in one place. We'll host a Q&A at the end of the session, where Charlotte will answer your questions.

As a reminder, this session is recorded. We'll share a follow-up email later today with the resources and recording. Over to you, Charlotte.

Charlotte: Thanks, Amy and thanks for the great intro. Hi, everyone. Thank you so much for coming to today's session.

As Amy mentioned, my name is Charlotte Boundy. I come primarily from an operations background before moving more into business consulting and AI. My LinkedIn is at the bottom of the screen if anyone wants to scan that or you can look me up on LinkedIn. I should be there as Charlotte Boundy, not the interior designer, the other Charlotte Boundy.

Let's start with an intro to Claude Pro. The first thing I want to say is that Claude is definitely not a search engine, although it is very good at finding information from the internet.

Claude has many more uses and you might make it a bit sad if you only use it as a search engine. Claude should really be seen as your thinking and doing partner.

Since implementing it for myself and other businesses, I find that I get things done about five times quicker, which is incredible, but also ridiculous.

It's fantastic as a sparring partner. You can chat to it about your ideas, but it's also brilliant at doing things. I'm going to talk about some of those things during this session.

A little bit of information about Claude Free versus Claude Pro.

With the free version, you get the chat option. You can chat to it, write, edit and create content. You can get it to search the internet and you can have some memory across conversations. You can also connect one tool to it, such as Google Drive or Slack.

With the Pro version, you get all of that and much more. You get more usage. You get Claude Cowork, which is able to control your computer and your browser. You get Dispatch, where you can assign Claude tasks on your desktop from your phone.

You also get unlimited connectors, so you can connect Gmail, Google Drive, Slack, Apollo, Canva, Asana or whatever you want. It's usually in there.

You can also have projects, so you can save your tone of voice, context and everything about your company. That's really useful because you don't have to repeat yourself again and again.

You can put it in research mode and Claude Pro comes with more powerful models, including Opus, which just means it works a bit better. It can also integrate with Microsoft 365 and Google Workspace.

If you already have Claude Pro, that's brilliant. If you don't, I'd advise heading over to this link and downloading Claude Pro. This link is for Claude Cowork, but either way is fine. You'll still get Claude Pro by going through that route.

You need to make sure you're downloading the correct one. If you're a Mac user, you select that option. If you use Windows, you select that option. You'll also want to do the same on your mobile. This is for when we talk about Dispatch later.

You don't have to do this right now. As Amy mentioned, we'll send out the slides and recording after the session.

Once you've downloaded Claude, you can open it on your desktop. The Claude symbol will appear in the bottom pane if you're a Mac user like I am. When you open Claude on desktop, you'll see three symbols in the top left-hand corner.

One is the general chat, which you'll probably be in by default. One is Claude Cowork, which is my favourite place to be, because this is where I can get Claude to not only think with me, but also do things for me.

One is Claude Code, which we're not going to talk about too much today because this is a shorter session. Anyone who wants more information on that can message me afterwards.

Once you head into Claude Cowork, the first thing I want to talk about is training projects.

This is really helpful because if you're a regular user of Claude or another large language model, you probably find that sometimes you repeat yourself. You remind it: "No, this is the context, this is what I do," and so on.

Projects are great in Claude Pro because you can set them up once and use that chat whenever you're doing anything to do with your business.

You go into Claude, create a project and you'll see this screen. Click "new project", give your project a name and give it a set of instructions.

For myself and for other companies, I've put the company name here and then something next to it, such as "brain", "operating system", "go-to-market function" or "marketing mastermind". Whatever makes sense to you.

Then you give it the instructions for how you want it to run every day and add any relevant files.

If you're doing this for your business and using it as a partner in your work, you could give it a list of instructions for all the things you do every day, from invoicing to outreach, marketing and sales.

You can add files as well. You could add your brand guidelines, systems and processes files or anything else you want Claude to refer back to.

I'll talk a little bit more about the instructions panel because it can feel a bit ominous the first time you see it. You might think: "I can make a list of things, but I'm not sure that's going to help."

With the instructions, you want to be really clear. Don't panic if you can't read this on the slide. It's tiny and it's just a snapshot of the kind of thing I put in. I'll make sure you have your own prompt template to pop into this project file.

Essentially, you want to tell Claude what your business is. Give it one or two sentences describing what you do and who you serve.

You want to tell it your tone of voice, so how you want it to sound to clients. For example, warm and professional, formal or casual. You could also upload samples of emails you've sent or things you've written.

You want to give it your language rules. Do you want it to use British English or American English? Are there words you would never use or words that are overused?

Overused words in large language models are always changing. However, I'm sure many of you have seen things on LinkedIn this year, such as "this really hits home" or "that's great leverage". Sometimes we do say those words, but there are a few giveaway phrases, sentences and words that make us think: "I think AI wrote that."

You can tell Claude what words and sentences not to use in this section. I've created a cheat sheet for you of the current overused phrases and language in large language models, which I'll share shortly.

You also want to tell it the tools you use. For example, Xero, Google Workspace or Outlook. This stops it suggesting alternatives and helps it understand the tools you use day to day.

You might give it a set of instructions for each thing you do every day. For example, when I write emails, I want to make sure they're in this tone. If I'm doing an invoice, it needs to be every Monday.

Tell it how you work in your business every day. That gives it context so it can not only think with you, but also do things for you, which I'll come back to later.

You should also tell it what to always check. For example, flag things before completion, don't make numbers up if you don't have them and flag missing figures or double-booked dates before continuing.

Lastly, include a "do not" list. For example, do not use American spellings. Do not pad emails out with filler phrases.

Before I go on, if you'd like any of those things, such as the Claude project prompt sheet, scan this QR code and it will be sent to you over WhatsApp. If you write the word "hi" or "Claude" in the WhatsApp chat, you'll receive the files.

I've created a blank version for all of you with the different sections to fill out, so you can use that on your own Claude.

Back to projects. I've mentioned that you can give instructions. If this project had instructions, they'd appear here. You can also give it context, refer to other files on your computer or drive or upload files yourself.

You can also schedule things to happen.

This is a brilliant use case. If you're someone like me, you probably have quite a few emails coming into your inbox every day, lots of calendar invites and lots of things happening. That's great because we're hopefully all building lovely successful businesses, but it can become a little overwhelming.

I love the schedule tool because I can ask Claude to do things for me on a schedule. You hit this plus button and as long as Claude is open on your desktop, the automation will run.

In this example, the automated task is called "daily briefing" and the description is: "Summarise my calendar and inbox for the day." That's really useful. At 9am every day, I get a quick summary, so I know what's going on.

The instruction is simply: "Check my Google Calendar for today's meetings and summarise my unread emails. Highlight anything urgent."

Then you click on this menu. You've got "ask before acting", which means Claude will ask you every time or "act without asking".

I want this to run at 9am every day without asking me, so I'd tick "act without asking". Under frequency, I'd select 9am and hit save.

I appreciate this isn't a live demo, but this is the button you would click and you'd tell it when you want that automation to run.

Some of you are probably watching and thinking there are lots of different things you could do on a scheduled task weekly or daily. That's brilliant. I encourage you to come into this section and have a play. It organises my life and it's so helpful.

Something else you can do within projects or the general chat is add skills.

Skills are useful if there is something you regularly do in your business. For example, let's say once a week you search social media to see which posts are trending.

You go on LinkedIn, find topics around AI and look at what people have posted. Then you save them into an Excel sheet and decide what to post. Or you put them into ChatGPT or Claude and ask it to help you decide what to post.

That's quite a long list of instructions, but you can add a skill and explain to Claude that this is how you do that task. Then any time you say: "Can you help me come up with my social media this week?", it will know that this set of instructions is what you mean.

It's really helpful in that regard. There are other skills you could add too.

You should think of skills as if you've got a junior employee on their first day. If you ask them to do a task without giving them full instructions, they won't know how to do it.

If it's a one-off task, there's not really any point in creating a skill for it. But if it's a task you do every week or every day, it's worth creating a skill.

I would create that skill within the same project you've created. I've called it "project" here, but you'll probably call it your company name.

One of my favourite things with Claude Pro is that you can add connectors. You can add pretty much any programme you can think of. You go to the plus button, connectors, then add connector.

You'll see a screen with the different connectors and you can search for them. In my case, I've added Asana, Canva, Gmail, Google Calendar and Google Drive. I've also added Granola, which is my note-taker and Slack.

I find this so useful because I can chat to Claude and get it to help me carry out tasks. I can get it to find things I can't find myself and I can get it to perform certain tasks within those apps.

If you go into "manage connectors", you'll see the connectors I've got. On this screen, it tells you what each connector can do.

In this example with Apollo, which I use to find contact details for people at companies, Claude can search for contacts. It can get a list of email accounts. It can search for people via API. It can create an account and update an account.

But I've decided there are some things I don't want it to do. I don't want it to create an account, so I've disabled that. I don't want it to update my account either. I do want it to search for contacts, so I've enabled that.

Each connector comes with its own preset definition of what it can and can't do. It's worth going into "manage connectors" and checking it can do the things you want it to do.

You can also disable the things you don't want it to do. That allows Claude to operate within those platforms and help you with what you need.

Another favourite feature is that Claude can control your desktop and browser. I think this is genuinely powerful.

I've set it up on my browser before to carry out tasks for me while I've been doing other things on my computer. I've also set it up to control my desktop and then gone off to have a cup of coffee or a walk.

If you're asking Claude to do something in your browser, you can set up a couple of tasks at once, which is brilliant.

A few weeks ago, I asked it to look at my LinkedIn. I said: "Please go to the browser, look at my LinkedIn and tell me what's working and what isn't. I want a 10-page report of all my interactions, what time of day I've done things and who I've interacted with, so I can figure out what to do more of and what to do less of."

It searched my LinkedIn on the browser and came back with all the information I needed. It was very helpful.

I'm going to go through a few prompt examples you could use. Throughout this presentation, I'm always working in the project we created earlier with the company name, so that Claude always has the context.

One prompt is: "Please open the file on my desktop. Help me sort through it and give the files names that correspond to what is actually in them."

I know most people store things in the cloud now, but if you did have a file on your desktop, you could ask Claude to open it and help you sort through it. My files were a bit of a mess and I needed help. That was very useful.

Here's another example: "I want to arrange a meeting with John Smith. Find our latest email exchange and draft a response suggesting a meeting."

That's useful because it acknowledges anything John said previously before suggesting the meeting.

Then I asked it to check my Google Calendar for two to three days and times that I'm free to offer John. I asked it to ask whether he'd rather meet in person in London or remotely.

In case he says he wants to meet in person, I asked it to open the browser and find three to four coffee shops around Covent Garden that are good places for a business meeting. I could have added: "Please make sure they are rated five stars," but I didn't in this case.

Claude would find out when I'm free and create the draft email. All I need to do is go into my drafts and check what it has written before it's sent. Then it would open my browser and find those coffee shops.

Another example is: "Check my latest meeting notes from Granola and find my latest meeting with John Smith. Figure out what points were raised, then draft a follow-up email with the next steps we agreed."

Granola is the note-taker I use and I've connected it through connectors. Claude can go in there, find the notes, surface them and draft the email.

The last example is: "Check the latest meeting notes from my Granola meeting note-taker for my meeting with John Smith."

In this case, imagine it's a sales meeting, so I need to put together a proposal.

I want to use the same template for all my proposals. I have a template in Google Drive. It's a lovely 10-page PDF document with pictures and diagrams. I want all my proposals in this kind of document.

So I've asked Claude to find the document from Google Drive and put the relevant information from the prospect call into the proposal document, along with the agreed pricing.

That's really helpful. It knows what tone of voice to use and what things to pick out because I would previously have added skills and I would have set up the project with instructions for how I do things.

I probably would have added instructions for how I put together a sales proposal and what sorts of things should go in it.

Something a lot of people don't realise you can do with Claude Pro is ask it to do things on your desktop from your phone.

As long as you have Claude Pro downloaded on your phone and desktop and your desktop is open at home, you can go into Claude on your phone, select Dispatch and ask it to do a task for you. It will then open it on your desktop and start that task.

In this example, I've asked it to find the file "client contract" saved on my desktop and fill it out with the client's details. It will then get to work on my desktop.

This is great if you've popped out and forgotten to do something on your desktop at home. Or perhaps you've gone for a walk with the dog and thought of some tasks that would be helpful to have ready when you get back.

I love that it can do this. It saves me so much time and it's great for those headspace walks that people go on when they run a business. Suddenly all the ideas spring into your mind at once and you can offload them to Dispatch.

The last thing I'm going to cover today is Claude Design. Claude Design is relatively new. It isn't in your Claude desktop application just yet. To use it, go to claude.ai/design.

I love this because you can design anything there. You name your project, then click create. From that screen, it gives you a chat box where you can tell it what you want to design.

Again, you can attach files, reference other projects, upload files, reference skills and design systems and design anything in here.

For instance, the sales proposal deck I mentioned earlier was designed in Claude Design. I uploaded my company logo and directed it to my website.

I'm not a graphic designer and I don't enjoy spending lots of time designing in Canva because I'm time-pressed. So I asked Claude: "This is my website, this is my logo, this is the proposal deck and these are the sorts of things that need to go in it. Can you design it for me?"

Claude designed it. Actually, I asked it to design three ideas for what it could look like. It designed three potential proposal decks and I selected the one I wanted.

I was able to go in and edit it and give it guidance as if it were a junior designer. I could say: "Move that box two centimetres to the left," "Change the colour of this," or "Move that around."

You can design all sorts of things in here. Websites, PowerPoints, PDFs, apps, anything you like. It's really useful.

As I said, it's not in your normal desktop app, but it's something you get with Claude Pro.

Here's an example of a deck I created while doing an AI audit for someone. This is one of the pages it designed. I was really impressed. I'm not a designer, so apologies if any designers here disagree, but I thought it did a brilliant job.

I hope that's been useful.

If you'd like to receive the Claude project prompt sheet, the cheat sheet for words and sentences that are overused in AI at the moment or a quick guide for business owners on implementing AI in your business, please scan this QR code. Send me the word "Claude" and it will send the documents back to you.

Or you can say "hi" and I'll reply after this session. If you have any questions, email Amy, say hi to me on LinkedIn or contact me via this link.

That's it for now. I'll pass back to Amy for questions and I'm also going to plug myself in because I can see my battery is very low.

Amy: No worries. Thanks so much. I'm going to go straight to the Q&A. If anyone has any questions, please drop them in the Q&A and we'll run through them now.

First question: "Does Claude Pro work with a Linux system? I don't use Mac or Windows."

Charlotte: That's a really good question. I know you can use Claude Pro on a computer, but I'm not actually sure. I think it does work on Linux because I believe I saw that question recently, but I haven't tried it on Linux myself.

I'd have to find out and come back to you or you could try downloading it and see if it works. Sorry I don't have a better answer on that one.

Amy: No worries. There are a few questions about limits. Do you know if there's a limit to the number of projects you can run on Pro?

Charlotte: I don't believe there's a limit on the number of projects. There are limits on daily usage.

You can increase that usage to a point if you go into the settings in Pro. I use it quite heavily, so I have the £18-a-month Claude Pro membership and then I probably have an overage of about £30 to £40 a month that I elect to pay because it's quicker.

Amy: Another question is about privacy considerations. When you're downloading Claude to your desktop and computer, do you have any advice about being mindful when working with client data, for example?

Charlotte: Absolutely. There are a couple of things you can do.

Within Claude settings, there is a button that says Claude can use your data for training. You definitely want to untick that before you do anything.

If you have a Claude Pro membership, it is definitely better than using a free membership. However, I would apply the same rules to Claude as you would to any other large language model. Don't put sensitive data in. Don't put super identifiable information in, as per GDPR. Be careful about putting in anything that is legally sensitive or patent-sensitive.

It's the same rules you would use for any business data. Be thoughtful about what goes in.

Some businesses wouldn't connect Claude to Gmail because the information in their inbox is too sensitive. It's a question of thinking carefully about what you're connecting and uploading.

Amy: Thank you. Another question is about how to structure projects.

You explained how projects work and how to provide context. But if someone is working on their business, would you suggest creating a separate project for different aspects of the business? For example, one for email marketing, one for organic social media marketing and one for finance? Or do you think projects should be broader than that?

Charlotte: That's a really good question and I'd say it's up to you.

In my mind, it's much easier to create one overarching project for how everything in the business works and then attach skills for the smaller sections of the business. But some people prefer to have everything separated out.

The downside of having separate projects for everything is that you'll have to repeat yourself in each project. You'll need to explain what the business does, the tone of voice and all of those things.

Some people like having separate projects because it helps them organise their life. They can say: "Today I'm going to do this," and click on that project. But one overarching project should be sufficient if it's set up well.

Amy: And if someone did want separate projects, is there a way to set context outside of projects so tone of voice could pull through?

Charlotte: Yes, definitely. I know a few people who run multiple businesses, so they have multiple projects because their businesses have different tones of voice, branding and so on.

Amy: Someone asked: "I don't think Claude can connect to LinkedIn. Is that correct? Are the connections only available for certain platforms?"

Charlotte: That's a good question. I don't think it can, but let me check before I'm quoted.

No, it can't. In the example I gave about scanning my LinkedIn, I asked Claude to open the browser and I was already logged into LinkedIn. I asked it to open the browser on LinkedIn and look at it that way.

In that case, Claude was able to take over my browser, use the mouse and look around.

Amy: Could you go back to the slide with the QR code where people can ask for the prompts?

There have been quite a few questions because there are QR codes on other slides. If anyone scans this and drops a note saying "hi", I think you said you'll reply with the prompts.

Charlotte: Yes. Or if you put the word "Claude", then my automation will send it to you.

Amy: We've had a few more questions about separating out projects. Could you connect multiple email accounts, for example Gmail and Outlook, to Claude?

Charlotte: I think you could connect Gmail and Outlook. You just need to be mindful that when you're chatting with Claude and asking it about your emails, you specify which one you mean: Outlook or Gmail. Or you could say both.

I don't believe you can connect two emails in terms of two different domains. I haven't found that works for me yet, but I'm open to being corrected.

Amy: Could you explain a bit more about the difference between skills and project context?

Charlotte: That's a really good question. Project context is about giving Claude a broad idea of what you want it to do.

Here's an obvious example. If Claude were a new employee and you asked it to make coffee, you might say: "Get the coffee granules, add the hot water, push the cafetière down," and so on.

But if the stuff wasn't already there, you'd need to go a step further and say: "Go to the shop around the corner, buy this brand of coffee beans, bring it back, then make sure you do this."

Skills are more detailed. They break the task down.

So the context is the overview. The skills are the exact steps that a junior employee could read and say: "I know exactly how to do that task now."

Amy: So skills are the instructions for doing a repeatable task you might have to do more than once.

Charlotte: Exactly.

Amy: Are there any common prompting mistakes you see people making when using AI?

Charlotte: Sometimes people aren't specific enough.

All AI uses credits and you don't want to burn through credits because you weren't specific enough. That's frustrating, especially when you reach your usage limit.

People also don't give enough context. As a lot of people say, if you put rubbish in, you get rubbish out. If you give Claude a vague instruction or question, you'll get a vague response back.

You want to put as much of your wonderful brain in as you can, so that what comes out resembles a piece of work you would have created or helps with a piece of work you would create.

There's a lot of vague prompting. It's best to give as much context as you can.

Amy: Another question: "Have you ever experienced AI going rogue and causing issues? Is there a way to guard against this?"

Charlotte: I haven't experienced it with Claude, thankfully.

This is one reason Claude doesn't have a "send email" ability. It has a "draft email" ability, which helps prevent things going rogue.

I did a project recently where I needed to create a database of potential contacts. There were a couple of occasions where it didn't pick up all the information about the person's role or where they worked.

But I was pleased because I had prompted it not to make anything up. It came back on that row and said: "Unknown, further research needed."

If you're not clear with it, sometimes it can decide to make things up. It's always worth including the instruction: "Please don't make things up. Please check with me. Please flag anything unclear."

Claude isn't too bad for that. ChatGPT can be a bit mischievous with making things up. But it's still worth putting that in the prompt.

I have experienced automations going rogue outside of Claude, but that's probably a conversation for another day.

Amy: What would you recommend someone does in their first week of having Claude Pro to get the most out of it?

Charlotte: I'd definitely recommend setting up a project to explain what you do daily and weekly in great detail.

It can feel like a bit of a faff, but if you donate one hour of your time to doing that, you'll get so much more out of Claude.

I'd also say it's worth experimenting with some of the things it can do. Try connecting it to Canva, for example or having it search the internet for information.

One harmless prompt you could try is around hotel rates. When you search Google for hotel rates, the price can be different once you select the actual dates on the hotel's site. You can ask Claude in the browser to go to hotel websites, pick those dates and bring back costings for the closest five hotels with a five-star rating or something like that.

It lets you see how Claude works through the browser on its own. Have a bit of a play with it.

Amy: Are there any business tasks people are most surprised Claude can handle well?

Charlotte: Although it's not a task, a lot of people are surprised by Dispatch. Many people don't know you can move a task from your phone to your computer while you're out. People love that when they hear about it.

In terms of tasks, I was surprised by how well it handled the LinkedIn task. It didn't just give me generic impressions and engagement. It went into whose posts I commented on, when, what those people's reach was and why that meant I got more reach that day.

It did a better job than I could have done on that task.

I've also seen it do a really good job with presentation decks. Enterprise Nation sends us a template deck and I put it into Claude and said: "Can you move my current slides into the template deck Enterprise Nation has sent?" It did it all in one go and I didn't need to tweak much of it.

I thought it might be scrambled, but it did a brilliant job.

Amy: Could you share more about using Claude Design? Someone has asked if they could use Claude Design instead of Canva. Does it do similar things?

Charlotte: Yes, you could use it in a similar way to Canva in that you give it prompts to edit the design.

You can't drag and drop elements within the design, but you can ask it to export it and put it in Canva for you and then you can play with it independently there once the initial design is created.

Claude Design is brilliant because you can ask it to create wireframes for a website or app if you're more technically minded or if you're creating a minimum viable product for something you're launching.

You can also ask it to create fully branded documents, PowerPoints and so on.

Like Claude Cowork or Claude chat, you give it prompts and ask for what you want and it should generate the idea.

The other day, I asked it to scrape my whole website for all our branding and then create a document with that. It did a fantastic job.

I'd love to do a whole separate Claude Design session, but we don't have time for that now.

Amy: We've had another question from someone saying: "I run a credit management, credit control and debt recovery business. I want to teach Claude as much as I can.

"What is the best way to structure this? Do you recommend saving all the training manuals, processes and templates as one project or breaking down each service?"

Charlotte: I'd probably still say one project, unless the tone of voice is very different for each of the things you're doing. In that case, you might want to split it up. But one project should be okay for that.

Amy: Another question: "What if you have an Android phone and not an iPhone? Will Dispatch still work?"

Charlotte: It should do, as far as I'm aware.

Amy: For all the things we're talking about, are these in chat or Claude Cowork? Where is the dividing line? Could you explain the differences between chat, Cowork and Code?

Charlotte: In chat, you can add connectors and have project files. It can do tasks for you within the connectors you've added and it still has memory in the chat.

Cowork is for when you want Claude to do things for you, like opening the browser or working on your desktop.

I also like Cowork because, unlike the chat, you can set it on multiple tasks. You can have one chat doing one task and another chat doing another task, but those chats are within Cowork.

On the normal chat screen, I believe you can only have one chat going at once or it's a bit slower. That's why I like Cowork more.

Amy: Can you share any real examples of businesses that have transformed the way they work by using Claude Pro day to day?

Charlotte: At the moment, we're working with an events business and they've been using Claude quite a lot. It makes a huge difference for them.

With event organisation, as you probably know, there are a lot of documents swimming around. There are purchase orders, timetables, Google Sheets with the schedule for a three-day expo and lots of emails confirming details. Bringing that all together can be tricky.

They've started using Claude automations and a couple of Claude projects to bring together certain things, make sure all the information is in one place and ensure nothing is missing.

They've said that has made a big difference. They've also used Claude Cowork to do some of the manual admin they'd prefer not to do themselves.

It has scanned through their Asana project board, looked at what has not been done and what is outstanding and sent chases on their behalf.

They've said it has dramatically reduced the time they spend on admin. As I said at the beginning, it isn't just helping them work twice as fast, but about five times as fast. It's really exciting.

Amy: How do you recommend people stay on top of Claude features and capabilities?

Charlotte: Claude regularly launches workshop videos, instructional sessions and hot seats on its website. It's worth keeping an eye on the Claude newsfeed, Claude website and Claude LinkedIn. You should also get notifications when they launch new products or updates.

You could also ask Claude itself whether there have been any exciting developments from Claude that you should look at.

Amy: That's a good idea. I think Claude recently released some courses for the first time as well.

There are some questions around connectors. Do you need to pay for the premium or paid version of connectors, such as Canva, for it to connect to Claude? Or can you have the free version?

Charlotte: I think it depends on the platform. Some of them are fine to connect and you get full use. Other platforms might restrict how much you can connect with Claude.

With Asana, it seems to work with the free version and the paid version. But realistically, if you're managing projects in Asana, you probably want the paid version.

Amy: If you create a separate project, is the memory shared from one project to another?

Charlotte: No, not usually. Sometimes it will say: "We had that chat about X, Y and Z," but generally, it isn't shared.

Amy: Could you remind us again of the settings you need to select to ensure data is private?

Charlotte: If you go into settings, click your name in the bottom left and go into privacy, there are various buttons you can select or deselect. They relate to how Claude uses your information.

You can choose whether you want it to remember things or not and you can export your data to see what it knows about you and the things you're doing.

The button for preventing it using your information for training is still under privacy as the second button. You can toggle it off.

Amy: Another question: "How would you make skills or documents, for example brand guidelines, available for the whole Claude interface rather than just one specific project?"

Charlotte: If you've got that one project, you can use that across the whole Claude interface.

You can try having a general chat and asking it to permanently commit everything to memory, but in my experience, that isn't always the most reliable way. It doesn't always remember everything in the way you want. You're better off setting up a project.

Amy: I think that's pretty much all the questions I can see in the Q&A. If anyone has further questions, are they able to reach out to you, Charlotte?

Charlotte: Yes, absolutely. Feel free to reach out on LinkedIn, WhatsApp me directly or send a message to Amy and she can forward it to me.

Amy: Perfect. Thank you so much.

Thank you to everyone who has joined us on today's webinar. We'll be sharing the recording and further resources in a follow-up email this afternoon.

Thank you so much, Charlotte, for sharing your insight and expertise with us. I hope everyone has a lovely rest of their day.

Charlotte: Thanks so much, everyone. Cheers. Bye.

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