How to Setup Claude CoWork and your Claude.md

Moving from ChatGPT to Claude

Artificial Intelligence Article
20 mins

Why your ChatGPT workflow is starting to feel like a copy-paste job

Marketers who have lived in ChatGPT for the past couple of years tend to hit the same wall. You ask a clever question, get a useful answer, then spend the next twenty minutes copying it out, reformatting it, pasting it into the document where the work actually lives, and rebuilding the same context in the next session. The AI never gets any closer to your actual desk.

Cowork is built around outputs, not prompts

Claude Cowork is Anthropic's agentic desktop tool for non-coders. It runs inside the Claude Desktop app, not the browser, and works directly with the files in a folder you choose. You describe what done looks like and Cowork plans the steps, reads the inputs, edits or creates the files, and delivers the finished documents back to you. Spreadsheets, drafts, briefings, audits. Real work, in the format you actually use.

For marketers who spend their days assembling reports from scattered sources, auditing piles of content, or repurposing one webinar into ten assets, the shift from "talk to a chatbot" to "delegate to a coworker" changes the maths on what AI can usefully take off your plate.

The bit nobody tells you

Cowork only gets good once you set it up properly. Out of the box it is competent. With a one-page CLAUDE.md file in your working folder and a short block of Global Instructions in your settings, it stops making the same generic mistakes and starts producing work that sounds like you wrote it. The setup takes under an hour. The compounding starts the same day.

That is what the crib sheet covers.

What is in the download

Inside the free PDF you will find:

A seven-step setup checklist for your first twenty minutes with Cowork

A CLAUDE.md template with the bracketed parts ready for you to fill in

A starter Global Instructions block for British marketers

Five outcome-led prompts you can paste straight into a session, covering campaign reporting, competitor recon, content audits, pre-meeting briefings, and webinar repurposing

A migration prompt for archiving your ChatGPT history inside Cowork

The five mistakes that wreck your first week, and how to skip them

It is ungated and written for practitioners. Download the crib sheet below and have it open beside your first Cowork session.

Claude Cowork Setup Guide

Build a ü free personalised ¥ learning plan to see our course recommendations î for you

Free for 30 days

Build a å free personalised ¥ learning plan to see our course recommendations î for you

Free for 30 days