Heidelberg AICurriculum
Track 8 · Intermediate
8.3

Claude Cowork

Delegate whole tasks to Claude — the third way to use it, no terminal

8 lessons 2026-08-06 AI-generated

1Overview

Claude's "Tasks" mode in the desktop app — one of three ways to use Claude, alongside Chat and Claude Code. Same agent, no terminal.

Claude Cowork is the third way to use Claude — a "Tasks" mode inside the Claude Desktop app, alongside Chat and Claude Code. It runs the same agentic engine as Claude Code but with no terminal: you describe an outcome, review the plan Claude proposes, then let it work across your local files and apps to return a finished deliverable. → Unlike Chat (one turn at a time) or the coding assistants (built for developers in a codebase), Cowork is built for non-technical knowledge work — organising files, preparing documents, synthesising research, extracting data — and coordinates multiple sub-agents in parallel for bigger jobs. Plugins add your job's tools and know-how (Finance, Sales, Support, Bio-Research and more).

1.1After this chapter you can
Place Cowork among Claude's three modes — Chat, Cowork, Code — and pick the right one
Hand Claude a whole task: describe the outcome, review the plan, let it run
Stay in control with approval modes, the isolated VM, and mid-task course-correction
Add your tools with connectors and a job-function plugin, and schedule recurring work
1.2When to reach for it

When you want non-technical work handed off completely rather than driven turn by turn — organising files, digging through research, or extracting data — especially once a job plugin like Finance or Bio-Research already carries the tools you need.

1.3Key parts

A plan-then-work flow, job-function plugins (Finance, Sales, Support, Bio-Research…), scheduled tasks, and access across your files and apps.

How Claude Cowork works Four-step loop: Describe → Review plan → Claude works → Finished work. Inside step 3: parallel sub-agents, isolated sandbox, your tools (Drive/Gmail/Chrome/plugins). How Claude Cowork works describe an outcome → get back finished work (no terminal) 1 · Describe outcome you want + guardrails & folder 2 · Review plan Claude proposes steps you approve first 3 · Claude works files & apps watch & redirect 4 · Finished work report, sheet, folder gaps flagged for you Inside "Claude works" Parallel sub-agents splits a big job, runs pieces at once Isolated sandbox only folders you allow — nothing else touched code runs in a separate VM Your tools Drive · Gmail · Chrome + job-function plugins Finance · Sales · Research… You own the what — outcome and guardrails. Claude works out the how. (/schedule repeats weekly.)

2Lessons 8

2.1 Delegate whole tasks to Claude with the Cowork tab

Claude Desktop has three modes side by side. Chat is conversation, Code is the terminal, and Cowork is where you hand over a task and get a result back.

Open Claude Desktop, switch to the Cowork tab, and decide when to use Chat, Cowork or Code

macOS
Download Claude Desktop from claude.com/download and sign in (Cowork needs a paid plan: Pro, Max, Team or Enterprise).
TryOpen the Cowork tab and type: "List the files in my Downloads folder and tell me, in one short paragraph, what kinds of things are in there and which are taking up the most space."

This is a read-only first task — Cowork looks but changes nothing — so it's a safe way to see the describe-an-outcome flow before you hand it real work. Cowork is desktop-only (macOS/Windows) and needs a paid plan.

  1. Open Claude Desktop and click the Cowork tab
  2. Identify the three modes – Chat, Cowork, and Code
  3. Assign a read‑only task by describing it in the Tasks pane
  • You'll see The Cowork tab open in Tasks mode, and Claude reporting on your Downloads folder without changing anything — your first taste of delegating a task instead of chatting.
  • Takeaway Cowork is the third way to use Claude: same engine as Claude Code, no terminal, built to take a whole task off your plate — reach for it when you want a finished deliverable, not a conversation
  • Check When should you reach for Cowork to delegate a whole job and get back a finished deliverable, rather than staying in Chat for a back-and-forth conversation?
  • Cost Cowork is on all paid plans (Pro ~$17-20/mo, Max, Team, Enterprise) through the desktop app — there's no free tier, and it runs on macOS and Windows only. Chat in the same app has a free tier if you just want to try the interface.

2.2 Run a Cowork task from description to finished file

One Cowork loop end to end: you describe the outcome, Claude proposes a plan, you Approve, it runs, and you check the output against the source files yourself.

Do this first Delegate whole tasks to Claude with the Cowork tab

Complete a Cowork loop that produces a verified spreadsheet based on your input files

TryMake a copy of my Receipts folder first, then read every receipt in it and build one spreadsheet with a row per receipt (date, vendor, amount, category), add a totals row, and save it as expenses.xlsx. List any receipt you couldn't read.

Describe the OUTCOME and the guardrails ('make a copy first', 'list anything you couldn't read'), not the click-by-click steps — Cowork plans the steps itself, and you approve the plan before it runs. Asking it to flag what it couldn't read gives you a built-in verification list.

Two Cowork surfaces side by side: on the web, claude.ai/new with the Chat/Cowork toggle and "How can I help you today?" prompt box; on mobile, the Cowork task list showing "Draft partner announcement email — Claude wants to use Create Draft" with an Approve once button, and "Book flight to NYC — What kind of task would you like me to run?" with a Respond to question button.
  1. 1 Show all items displays every task in list
  2. 2 Review‑ready tasks awaits approval from reviewer
  3. 3 Single‑use approval button confirms task with one click

Best viewed on desktop — tap Enlarge to read the numbered controls.

A real Cowork task list mid-run: Claude pauses and asks before using a tool ("Approve once") or when it needs a decision only you can make — the review-before-it-acts moment this lesson’s core loop is built around. Credit: claude.com/product/cowork ↗
  1. Enter the outcome description in the task box
  2. Review Claude’s proposed plan and click Approve to start execution
  3. When the job finishes, open the generated spreadsheet and compare a few rows with the original receipts
  • You'll see A plan you approved followed by a completed spreadsheet and a short list of any items Claude could not parse
  • Takeaway Describe the outcome, review the plan before it runs, then verify the result to stay in charge of what gets done
  • Check Why does describing the outcome you want plus a few guardrails work better in Cowork than spelling out every click-by-click step yourself?
  • Cost Multi-step tasks that read many files use more of your plan's usage than a single chat message; Max and Team plans give more headroom for long-running jobs. Always cheap to try one small task first.

2.3 Control Claude’s actions with approval modes and sandbox settings

Two guardrails, set before the work starts: an approval mode that decides when Claude must ask, and a sandbox scoped to one folder so its shell commands cannot reach the rest of the drive.

Do this first Run a Cowork task from description to finished file

Configure safe guardrails so Claude only acts where you allow and asks before irreversible steps

TryBefore you start: only work inside my Project-X folder, never delete anything, and ask me before overwriting any existing file. Now reorganise Project-X into subfolders by document type and give me an index.

Stating the boundaries up front ('only inside this folder', 'never delete', 'ask before overwriting') is how you keep an autonomous agent safe. Combine this with the 'Ask before acting' approval mode for anything sensitive.

  1. Choose an approval mode – select Ask before acting to require your OK for new tools or irreversible steps, or pick Act without asking only for low‑risk work
  2. Scope the sandbox – point Claude at a specific project folder so its shell commands and code run inside the isolated virtual machine and cannot reach other parts of your drive
  3. Watch and course‑correct – monitor Claude’s reasoning panel and intervene mid‑task to redirect or stop it if it heads the wrong way
  • You'll see Claude operates solely inside the specified folder, pauses for your confirmation on risky actions, and responds when you intervene mid‑task
  • Takeaway Guardrails keep agentic power safe by using ‘Ask before acting’, limiting Claude to a single folder, relying on the isolated sandbox, and interrupting whenever needed
  • Check Why is scoping Cowork to a single named folder and keeping the ask-before-acting mode on the safer default for any sensitive task?
  • Cost No extra cost — approval modes and the sandbox are built in. The real saving is avoiding a bad bulk action: a minute reviewing a plan beats undoing a hundred renamed files.

2.4 Use connectors to let Cowork work across Gmail, Drive, Chrome and MCP

Connectors are the services you switch on in Settings — Gmail, Drive, Slack, Chrome — so one task can read across all of them and return a single combined result.

Do this first Control Claude’s actions with approval modes and sandbox settings

Enable Cowork to access Gmail, Google Drive, Slack and your browser so a single task can gather data from multiple sources

TryUsing my Google Drive connector, find the three most recent versions of the Q3 report, compare what changed between them, and save a short 'what changed' summary to my Desktop.

Connectors are added in Settings then Connectors — you choose which ones to turn on. With no passwords handed to Claude, it acts through the connector you authorised. Start with read-only tasks on a connector before letting it write.

  1. Add connectors in Settings, then Connectors to enable the desired services
  2. Let a task span tools so it can read from Gmail, fetch a file from Drive and inspect a page in Chrome
  3. Stay read-only until you trust it by keeping ‘Ask before acting’ enabled for any connector that can modify data
  • You'll see Cowork pulls information from Drive, Gmail or Chrome and returns one combined result without you switching apps
  • Takeaway Connectors extend Cowork beyond local files, keep them read‑only until trusted, and let one task span several tools
  • Check Why should you keep a newly added connector read-only at first, and what does that let one task do that copy-pasting between separate apps could not?
  • Cost Connectors themselves are part of the product; the third-party services keep their own limits. Tasks that fetch a lot from a connector run longer and use more plan usage than a local-only task.

2.5 Install a role‑specific plugin in Cowork

A plugin is a role's toolkit: skills, tool connections and slash commands installed together, so /sales:call-prep already knows which tools to use.

Do this first Use connectors to let Cowork work across Gmail, Drive, Chrome and MCP

Add a plugin built for your function so its skills, tools and slash commands are ready to use

TryFinance team: after installing the Finance plugin, run /finance:reconciliation on this month's invoices and payments. Scientist: after installing the Bio-Research plugin, search PubMed and ClinicalTrials.gov for recent work on my topic and write a cited brief.

Anthropic ships 11 open-source plugins for Cowork (Finance, Sales, Customer Support, Marketing, Legal, Data, Bio-Research and more). Each bundles skills (how your role works), connectors (your tools), slash commands, and sub-agents. Install them from inside Cowork.

  1. Select Plugin library and choose the plugin that matches your function
  2. Click Install to add the chosen plugin to Cowork
  3. Enter any required tool connections when prompted
  4. Type a slash command such as /sales:call-prep to run the pre‑configured workflow
  • You'll see Cowork offers slash commands that already know your tools and execute the correct workflow for your job
  • Takeaway Plugins turn Cowork into a specialist for your role by providing pre‑wired skills, connectors and commands
  • Check Why does installing the plugin built for your role save you more than a connector alone, given everything a plugin bundles for the way your job works?
  • Cost The plugins are free and open-source (you can read or fork them on GitHub); you still pay your Claude plan for the work, and any connected third-party tool keeps its own pricing.

2.6 Schedule a recurring Claude task

/schedule turns a task into a recurring one and lists it under Scheduled — but it produces its report only while the desktop app is open.

Do this first Install a role‑specific plugin in Cowork

Create a task that Claude runs automatically on a defined cadence

TryEvery Friday at 4pm, pull this week's numbers from my analytics export, drop them into my weekly-report template, and save the finished report to my Reports folder named with the date.

Type /schedule in a task, or open 'Scheduled' in the sidebar, to set the cadence. Important caveat: scheduled tasks only run while your computer is awake and the Claude Desktop app is open — they're not cloud jobs.

  1. Type /schedule in any task to open the scheduling dialog and choose the recurrence (e.g., every Friday at 4 pm)
  2. Click Scheduled in the sidebar to view and edit the newly created recurring task
  3. Select a predefined template for the task so each run produces output in the same format
  • You'll see A recurring entry appears in the Scheduled list and generates the same report each week while the desktop app remains open
  • Takeaway Use /schedule with a fixed template for any rhythmic work, remembering the scheduler only runs when your machine is awake and Claude Desktop is active
  • Check Why must you remember that a scheduled Cowork task only fires while your computer is awake and the app is open, and when does that push you toward a server-side automation instead?
  • Cost Each run uses plan usage like any task; a heavy weekly job adds up over a month. The caveat to plan around is the 'computer awake + app open' requirement, not money.

2.7 Run large analyses with parallel sub‑agents

A job shaped as “do X for each of N items, then combine” is the one Cowork splits across parallel sub-agents — which is why you spot-check a few source items against the combined output.

Do this first Schedule a recurring Claude task

Create a single synthesis from many similar items by letting Claude Cowork split and run the work in parallel

TryI have a folder of 40 customer-interview transcripts. Read all of them, and for each one pull out the top pain point, the feature requests, and the overall sentiment. Then combine everything into one themes report with counts and a representative quote per theme.

Big 'do the same analysis across many items, then synthesise' tasks are where Cowork shines: for complex work it can coordinate multiple sub-agents working at once, then merge their results. You still review one final plan and one deliverable.

  1. Identify a task that can be expressed as “do X for each of N items, then combine” Claude Cowork
  2. Prompt Claude Cowork to break the job into subtasks and run them in parallel
  3. Examine the combined output from Claude Cowork, then spot‑check a few source items to confirm accuracy
  • You'll see A combined report appears quickly, having been produced by several sub‑agents working at the same time
  • Takeaway Structure the prompt as ‘do X for each of N things then combine’ so Cowork can fan out the job across parallel agents and merge the results
  • Check Why is a job shaped as do the same analysis across many items then combine the kind of work Cowork handles best, and why must you still spot-check a few sources after it synthesises the result?
  • Cost Parallel work over many files is one of the heavier things Cowork does — it uses more plan usage than a single chat. Worth it for jobs that would take you hours; overkill for a two-file task.

2.8 Create a real deliverable using Claude Cowork

The chapter's pieces on one real deliverable of your own: the folder or connector, the plugin, the guardrails, the outcome description — then verify, and either schedule it or package it with Plugin Create.

Do this first Run large analyses with parallel sub‑agents

Deliver a complete, repeatable work output by combining connectors, plugins, guardrails and scheduling.

TryPick one real recurring deliverable from your job — a weekly report, a reconciliation, a research brief, a ticket-themes summary, a prospect list. Tell Cowork: the outcome you want, which folder or connector to use, the guardrails (copy first, ask before overwriting), and the template to fill. Review its plan, run it, verify it — then /schedule it if it repeats.

This is the real test: a deliverable from your own work, not a demo. Use the Finance, Sales, Support or Bio-Research plugin if one fits your role. Want to go further? Cowork's 'Plugin Create' lets you package your own workflow into a reusable plugin.

  1. Choose a real, repeatable deliverable you actually produce.
  2. Assemble the pieces from this course: point to the right folder or connector, install the role‑specific plugin, set guardrails and approval mode, and describe the outcome and template.
  3. Verify the deliverable against your sources, then schedule it if it repeats, or use ‘Plugin Create’ to package the workflow for reuse.
  • You'll see One finished, real deliverable from your own work – produced by a task you scoped, reviewed and verified – and, if it repeats, a scheduled version that keeps producing it.
  • Takeaway You now have the whole loop: scope a real outcome, wire in the right connector and plugin, keep the guardrails on, verify the result, and schedule or package it — Cowork turns a recurring chore into a reviewed, repeatable deliverable
  • Check Why is choosing one real recurring deliverable from your own work — rather than a demo — the right way to put the whole course together in a single Cowork task?
  • Cost A full end-to-end task uses meaningfully more plan usage than a chat; that's the trade for getting back finished work. Building your own plugin is free and open-source; running it still uses your plan.

3You’ll know it worked 33 checkable outcomes in this chapter

  • Spreadsheet contains one row per sample with columns Sample ID, Treatment, Value; a separate list of unparsed images is present
  • Rows with mismatched invoice IDs are highlighted in the reconciliation sheet
  • A new-hire onboarding document appears in the shared folder with a week-one checklist and a list of missing items highlighted
  • You receive a one-page brief containing recent CRM activity, open threads, and suggested talking points before dialing
  • A new article appears in Cowork containing an intro, numbered steps, and an FAQ
  • Drafted IC memo with open questions noted at the end
  • The interface shows "Cowork" selected and displays a prompt box ready for a task description
  • The themes, counts, and quotes in the report match what you see in the sampled transcripts

33 outcomes in all — one per recipe below.

4FAQ, Tips & How-to 48

one problem, one solution, one action

Research & data tools4

How-to Claude Cowork Scientist +1

Need a quick, cited summary of recent papers on my topic

A structured, cited literature summary built from current sources — without leaving the task to copy-paste between tabs.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Scientist +1

Extract tables from experiment photos into one spreadsheet

A clean dataset extracted from images, plus a list of any figures it could not read so you can verify the gaps.

~6 min · no code AI-generated
How-to Claude Cowork Investor +1

Too many data‑room files to read

A structured risk register assembled across dozens of files, with provenance — so nothing slips through and the human reviewer can triage fast.

~6 min · no code AI-generated
How-to Claude Cowork HR / People +1

Too many resumes to read

A structured shortlist draft you can annotate and present to the hiring manager, built in minutes instead of hours — with the agent's reasoning visible so you can override it.

~6 min · no code AI-generated

Internal tools & ops3

How-to Claude Cowork Scientist +1

Messy project folder

A tidy, predictably-named folder and a README index — a one-off cleanup you review before it moves anything.

~6 min · no code AI-generated
How-to Claude Cowork HR / People +2

Having to scan Slack, Notion and Asana every week

One weekly digest of what moved across every tool, instead of checking five apps.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Operations +2

My Downloads are a mess

A tidy Downloads folder on a scheme you choose — reviewed before anything is moved.

~6 min · no code AI-generated

Knowledge & docs8

How-to Claude Cowork Scientist +1

Scattered lab notes need a Methods paragraph

A submission-ready first draft you correct, instead of a blank page — with its assumptions called out for review.

~6 min · no code AI-generated
How-to Claude Cowork HR / People +1

Too many interview notes to read

A themed summary across many conversations you can act on, instead of re-reading every file.

~6 min · no code AI-generated
How-to Claude Cowork HR / People +1

A first-draft onboarding doc to refine — with the holes in your process made visible.

~6 min · no code AI-generated
How-to Claude Cowork Operations +1

A sourced answer assembled from across your stack, with links back to the originals.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Support +1

Resolved tickets are scattered

A first-draft support article grounded in real questions, ready to edit and publish.

~6 min · no code AI-generated
How-to Claude Cowork Investor +2

Need a first‑draft investment committee memo from many data‑room files

A first-draft IC memo you edit rather than write from scratch, with the gaps surfaced rather than papered over.

~6 min · no code AI-generated
How-to Claude Cowork HR / People

Interview notes are scattered

A single debrief document the panel can review together, with disagreements made explicit rather than lost in separate files.

~6 min · no code AI-generated
How-to Claude Cowork Physician

Turning clinician bullet notes into a patient leaflet

A first-draft leaflet built from your own notes and house template, with every clinical claim flagged for your sign-off rather than presented as settled fact.

~6 min · no code AI-generated

Commerce & payments1

How-to Claude Cowork Finance +2

Receipt photos in a folder

A finished expense spreadsheet from a pile of receipts — with anything unreadable flagged for a manual check.

~6 min · no code AI-generated

Dashboards & analytics3

How-to Claude Cowork Finance

Invoice IDs vs payment records don’t line up

A reconciled workbook with live formulas you can keep using — not a static, one-off answer.

~6 min · no code AI-generated
How-to Claude Cowork Finance +1

Board needs monthly metrics summary

A board-ready summary drawn straight from your data warehouse, repeatable each month.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Finance +2

Want a completed weekly metrics report every Friday

A finished weekly report waiting for you each Friday, built from the same template every time.

~6 min · no code AI-generated

CRM & sales3

How-to Claude Cowork Sales +1

Need a fast pre‑call brief

A focused pre-call brief — recent activity, open threads, and suggested talking points — in one step.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Sales +1

Just a list of company names

An enriched, sortable prospect sheet from a bare list — ready to work down.

~6 min · no code AI-generated
How-to Claude Cowork Sales +2

Need a fast brief on a target company

A briefing you can read before a meeting, synthesised from many public sources.

~6 min · no code AI-generated

Customer & client portals1

How-to Claude Cowork Support +1

Weekly pile of support tickets

A weekly themed view of what customers are hitting — and which issues to fix first.

~6 min · no code Anthropic ↗ AI-generated

Content & marketing2

How-to Claude Cowork Creator +1

Got a webinar transcript you never use

A ready-to-use content brief from raw audio, instead of a transcript you never reopen.

~6 min · no code Anthropic ↗ AI-generated
How-to Claude Cowork Creator +3

Have only a meeting transcript

A first-draft deck from a conversation, so you start from structure instead of a blank canvas.

~6 min · no code AI-generated
How-to Claude Everyone

Need to hand off a whole job instead of chatting

You can switch Claude into a task-delegation workflow instead of a turn-by-turn chat

Cowork is on all paid plans (Pro ~$17-20/mo, Max, Team, Enterprise) through the desktop app — there's no free tier, and it runs on macOS and Windows only. Chat in the same app has a free tier if you just want to try the interface. Lesson → AI-generated
How-to Claude Everyone

Need a quick look at my Downloads folder without any changes

You can ask Claude to inspect files and report findings without modifying anything

~3 min · no code Lesson → AI-generated
How-to Claude Cowork Everyone

Need to specify the goal, source folder and constraints

Naming the desired end result, input folder, and guardrails lets Claude generate a complete plan automatically

A real Cowork task list mid-run: Claude pauses and asks before using a tool ("Approve once") or when it needs a decision only you can make — the review-before-it-acts moment this lesson’s core loop is built around.
  1. **Chat / Cowork toggle** — switch the composer into task-running mode.
  2. **Task list** — every delegated task and its current state.
  3. **Approve once** — the tool-use gate you control.
  4. **Respond to question** — Claude asks when only you can decide.
Credit: claude.com/product/cowork ↗
Multi-step tasks that read many files use more of your plan's usage than a single chat message; Max and Team plans give more headroom for long-running jobs. Always cheap to try one small task first. Lesson → AI-generated
How-to Claude Cowork Everyone

Manually confirming a few rows and reviewing the 'couldn't read' list guarantees the spreadsheet's accuracy

Lesson → AI-generated
How-to Claude Cowork Everyone

Need a reliable way to handle many files

The three-step loop (describe outcome, approve plan, verify deliverable) keeps you in control while Claude handles the execution

Lesson → AI-generated
How-to Claude Cowork Everyone

Mid-task interruption

You can stop and steer Claude while it is executing, preventing unwanted actions before they happen

~6 min · no code No extra cost — approval modes and the sandbox are built in. The real saving is avoiding a bad bulk action: a minute reviewing a plan beats undoing a hundred renamed files. Lesson → AI-generated
How-to Claude Cowork Everyone

Want to pull info from Gmail, Drive and Chrome

A single Cowork task can read from multiple services and return one combined result

Connectors themselves are part of the product; the third-party services keep their own limits. Tasks that fetch a lot from a connector run longer and use more plan usage than a local-only task. Lesson → AI-generated
How-to Claude Cowork Everyone

Need to try a new data source without risk

Starting with read-only access prevents accidental changes while you evaluate a connector

Lesson → AI-generated
How-to Claude Cowork Everyone

Don’t know which plugin fits your role

Selecting the appropriate plugin gives you pre-wired skills, tools and commands so you never have to re-explain your workflow

The plugins are free and open-source (you can read or fork them on GitHub); you still pay your Claude plan for the work, and any connected third-party tool keeps its own pricing. Lesson → AI-generated
How-to Claude Cowork Everyone

Need a role‑specific add‑on for your workflow

Installing a plugin automatically wires the needed tools, skills and commands into Cowork for your job

Lesson → AI-generated
How-to Claude Cowork Everyone

Need identical reports from recurring tasks

Linking a scheduled task to a fixed template guarantees the same report shape each run

Each run uses plan usage like any task; a heavy weekly job adds up over a month. The caveat to plan around is the 'computer awake + app open' requirement, not money. Lesson → AI-generated
How-to Claude Cowork Everyone

Confirming a few source items ensures the combined report accurately reflects the underlying data

Lesson → AI-generated
How-to Claude Cowork Everyone

You identify a concrete, recurring piece of work from your job that Cowork can automate

A full end-to-end task uses meaningfully more plan usage than a chat; that's the trade for getting back finished work. Building your own plugin is free and open-source; running it still uses your plan. Lesson → AI-generated
How-to Claude Cowork Everyone

Automation uses wrong folder

Cowork knows where to pull data from, ensuring the automation works on the correct inputs

Lesson → AI-generated
How-to Claude Cowork Everyone

Can’t find the right role plugin

Installing the appropriate role-specific plugin gives Cowork the logic it needs to produce the deliverable

Lesson → AI-generated
How-to Claude Cowork Everyone

Afraid the AI will overwrite your work

Setting guardrails prevents unwanted changes and forces a review step before finalizing the deliverable

Lesson → AI-generated
How-to Claude Cowork Everyone

Check a report’s output once

You ensure the first run is correct, then turn it into a recurring job that runs on schedule

~6 min · no code Lesson → AI-generated
FAQ Claude Cowork Everyone

How is Cowork different from Claude Code and from the Claude chat app?

They are three ways to use Claude. Chat is a conversation — you ask and it answers a turn at a time. Claude Code is the developer tool that works inside a codebase from the terminal. Cowork is the no-terminal, non-developer way to hand Claude a whole multi-step task on your own files and apps; Anthropic describes it as ‘Claude Code power for knowledge work.’ Cowork and Code share the same agentic engine, but Cowork is point-and-review rather than command-line.

Anthropic ↗ AI-generated
FAQ Claude Cowork Everyone

Do I need a paid plan, and what devices does Cowork run on?

Yes. Cowork is available on all paid Claude plans — Pro, Max, Team and Enterprise — through the Claude Desktop app, and runs on macOS and Windows. There is no free tier for Cowork itself, though the Chat side of the same desktop app has a free tier. Pro and Max users can also assign tasks from mobile.

Anthropic ↗ AI-generated
FAQ Claude Cowork Everyone

Is it safe to let Cowork work on my files?

Cowork is built for human oversight. It proposes a plan before it acts, and you choose an approval mode — ‘Ask before acting’ (it pauses for your OK on new tools and sensitive steps) or ‘Act without asking’ (faster, for low-stakes work). Any shell commands and code it writes run inside an isolated virtual machine, separate from your operating system, and it can only touch the folders you authorise. You can also interrupt and redirect it mid-task. The safe habit is to scope it to a specific folder and keep ‘Ask before acting’ on for anything irreversible.

Anthropic ↗ AI-generated
FAQ Claude Cowork Everyone

What can Cowork connect to, and what are plugins?

Cowork connects to external tools through connectors (MCP servers) that you enable in Settings › Connectors — commonly Google Drive, Gmail, Slack and your browser via Chrome — plus built-in web search and fetch. Plugins go further: each one bundles skills, connectors, slash commands and sub-agents for a job function. Anthropic ships 11 open-source plugins — including Finance, Sales, Customer Support, Marketing, Legal, Data and Bio-Research — which you can install from inside Cowork, customise, or use as a template to build your own.

GitHub ↗ AI-generated
FAQ Claude Cowork Everyone

Can Cowork run tasks on a schedule?

Yes. Type /schedule in any task, or open ‘Scheduled’ in the sidebar, to set a cadence — for example, build a weekly report every Friday — so Claude repeats the task without re-prompting. One important caveat: scheduled tasks only run while your computer is awake and the Claude Desktop app is open, so they are not cloud jobs. For work that must run unattended overnight, a server-side automation is a better fit.

Anthropic ↗ AI-generated

The same set on /recipes, filtered by tool and role.

5Videos 6

6FAQ 5

How is Cowork different from Claude Code and from the Claude chat app?

They are three ways to use Claude. Chat is a conversation — you ask and it answers a turn at a time. Claude Code is the developer tool that works inside a codebase from the terminal. Cowork is the no-terminal, non-developer way to hand Claude a whole multi-step task on your own files and apps; Anthropic describes it as ‘Claude Code power for knowledge work.’ Cowork and Code share the same agentic engine, but Cowork is point-and-review rather than command-line.

Do I need a paid plan, and what devices does Cowork run on?

Yes. Cowork is available on all paid Claude plans — Pro, Max, Team and Enterprise — through the Claude Desktop app, and runs on macOS and Windows. There is no free tier for Cowork itself, though the Chat side of the same desktop app has a free tier. Pro and Max users can also assign tasks from mobile.

Is it safe to let Cowork work on my files?

Cowork is built for human oversight. It proposes a plan before it acts, and you choose an approval mode — ‘Ask before acting’ (it pauses for your OK on new tools and sensitive steps) or ‘Act without asking’ (faster, for low-stakes work). Any shell commands and code it writes run inside an isolated virtual machine, separate from your operating system, and it can only touch the folders you authorise. You can also interrupt and redirect it mid-task. The safe habit is to scope it to a specific folder and keep ‘Ask before acting’ on for anything irreversible.

What can Cowork connect to, and what are plugins?

Cowork connects to external tools through connectors (MCP servers) that you enable in Settings › Connectors — commonly Google Drive, Gmail, Slack and your browser via Chrome — plus built-in web search and fetch. Plugins go further: each one bundles skills, connectors, slash commands and sub-agents for a job function. Anthropic ships 11 open-source plugins — including Finance, Sales, Customer Support, Marketing, Legal, Data and Bio-Research — which you can install from inside Cowork, customise, or use as a template to build your own.

Can Cowork run tasks on a schedule?

Yes. Type /schedule in any task, or open ‘Scheduled’ in the sidebar, to set a cadence — for example, build a weekly report every Friday — so Claude repeats the task without re-prompting. One important caveat: scheduled tasks only run while your computer is awake and the Claude Desktop app is open, so they are not cloud jobs. For work that must run unattended overnight, a server-side automation is a better fit.

7Glossary 9 terms

Show the 9 terms
Claude Cowork
Claude Cowork
Claude's "Tasks" mode in the desktop app — a third way to use Claude (alongside Chat and Claude Code) where it works on its own across your files and apps to hand back a finished deliverable, no terminal needed.
Tasks mode
The part of the Claude Desktop app where you hand Claude a whole job to complete autonomously, instead of chatting one turn at a time.
agentic
Describes AI that plans and carries out a multi-step job itself — opening files, using apps, checking its work — rather than just answering a single prompt.
deliverable
The finished output Cowork returns — a report, spreadsheet, or deck — not just a chat reply.
Claude Code
Claude's terminal-based coding agent; Cowork is its no-terminal sibling, aimed at non-technical knowledge work.
plan-then-work
Cowork first shows a step-by-step plan for you to review and approve, then executes it — so you stay in control before it touches anything.
job-function plugin
A prepackaged skill set for a role (Finance, Sales, Support, Bio-Research…) that gives Cowork the context and steps for that kind of work.
scheduled task
A Cowork job set to run automatically on a schedule (e.g. a Monday-morning report) instead of you starting it each time.
Claude Desktop
Anthropic's desktop app for Mac and Windows that hosts Chat, Claude Code, and Cowork in one place.

8See also

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