Claude CoworkLesson 3 of 7

Core Capabilities

Cowork handles jobs that span multiple files and steps — sorting folders, turning images into spreadsheets, and pulling scattered notes into a report. You grant a folder; Claude plans the job and carries it through.

Key use cases

Three common Cowork jobs: file work on your machine, instead of text-only chat replies.

Reorganizing files

Sort everything in my Downloads folder into subfolders by type — images, PDFs, spreadsheets — and add today's date to each filename.

1.Listed 89 files in Downloads

2.Created Images/, PDFs/, Spreadsheets/ subfolders

3.Moved and renamed each file with a 2026-06-06 prefix

✓ Downloads organized — summary.txt saved to the folder

Spreadsheet from screenshots

I dropped 6 expense screenshots in this folder. Build an Excel file with columns for Date, Vendor, Amount, and Category.

1.Read each PNG screenshot in the folder

2.Extracted vendor names and amounts

3.Created expenses.xlsx with a total row formula

✓ expenses.xlsx saved with 6 rows and a SUM formula

Report from scattered notes

Combine my three meeting notes files and the bullet list in ideas.txt into one formatted project brief.

1.Read meeting-1.md, meeting-2.md, meeting-3.md, ideas.txt

2.Merged overlapping points and removed duplicates

3.Drafted a structured brief with sections and action items

✓ project-brief.docx saved to the granted folder

Name the output you want — “create an .xlsx file” or “save a one-page .docx summary” — so Cowork knows when the task is complete.

File permissions

In a granted folder, Claude can read, edit, and create files. It cannot reach other locations on your computer unless you grant them separately.

Read

Open existing files — PDFs, docs, images, spreadsheets, text files.

Edit

Rename files, update cell values, rewrite paragraphs, move items between subfolders.

Create

Write new outputs — .xlsx, .docx, .csv, .md, or other files the task needs.

Granted folder: Documents/Q3-Reports

Action	Allowed?	Example
Read	Yes	Open notes.md and scan all PDFs in the folder
Edit	Yes	Rename files, update spreadsheet cells, fix typos in a doc
Create	Yes	Write a new summary.xlsx or draft-report.docx
Access outside folder	No	Cannot open Desktop or other paths you did not grant

Read

meeting-notes.txt

Edit

budget.xlsx

Create

Q3-summary.docx

Cowork can read, edit, and create files — but only inside folders you grant for that task

If you grant Documents/Invoices, Cowork can read old invoices, edit filenames, and create a new totals spreadsheet there — but it cannot open files on your Desktop unless you grant that folder too.

Multi-step task execution

You describe the goal once. Cowork builds a plan, works through each step, and saves the results to disk.

1
You state the goal
One prompt in the Cowork tab — what you want done and where the files live.
2
Claude drafts a plan
Cowork lists the subtasks: what to read, what to build, what to save.
3
Steps run in sequence
Each step completes before the next starts. You can approve actions if "Ask before acting" is on.
4
Outputs are written to disk
Finished spreadsheets, reports, and renamed folders land in your granted folder.
5
You review the result
Open the files locally, ask for changes, or start a follow-up task in the same thread.

Claude Desktop — Cowork

Your request

Turn my expense screenshots and receipt notes into a spreadsheet and a one-page summary report.

Execution plan

✓Scan folder for source files

✓Extract data from screenshots

…Build spreadsheet with formulasrunning

○Write executive summary doc

○Save outputs to granted folder

Cowork breaks your goal into steps, runs them in order, and writes finished files when done

	Claude Chat	Claude Cowork
File access	You upload files manually	Reads and writes in granted folders
Multi-step work	You run each step yourself	Plans and runs steps end-to-end
Output	Text in the chat (you copy out)	Real files saved to your folder
Best for	Quick answers and drafts	Folder jobs, spreadsheets, multi-file reports

Before you continue

Common jobs: reorganise files, build spreadsheets from screenshots, draft reports from scattered notes.
Inside granted folders, Cowork can read, edit, and create files.
Describe the goal once — Cowork plans the steps, runs them, and writes files to disk.
Name the output format so Cowork knows when the task is finished.
Next lesson: computer use — clicking, typing, and Claude in Chrome.

What's Next

Computer Use Feature — desktop click and type, Claude in Chrome, and the connectors vs mouse safety model.

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