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Mastering Claude

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Choosing the right way in10 minFondation
Clock face with its hand making one full turn, with the dimension line "one day" belowUp and running in a day1 day

Cowork, the default mode for a non technical user

On an account that has not yet moved to the new unified experience, Cowork acts directly on connected folders and is best split into small passes rather than one giant job; once the account has moved, the same actions happen from the same conversation as the chat, with a single approval setting for the whole conversation.

Cowork is Anthropic's desktop agent. As of the 2 September 2026 survey, it opens from the desktop app on all paid plans, and from the web or mobile on Pro, Max and Team plans, with an Enterprise account getting it wherever an administrator has switched it on. Access to a local folder requires the desktop app to stay open and connected: the web and mobile alone are not enough for this kind of access. You describe a result, Claude reads and writes the files in the folders you have connected to it, plans several steps, then hands back the finished work, without ever opening a terminal.

Four steps for a first task

Launching a first task always follows the same sequence: open Claude on one of the three surfaces, select Cowork there rather than the chat, describe the task you want done, then read through Claude's approach before letting it run. This last step is not decorative. A wrong assumption spotted before execution costs nothing more than a sentence read, while the same mistake spotted afterwards may mean undoing work already done. Before authorising anything, also choose a verification level: a first mode pauses before actions and lets you allow or refuse, a second lets Claude check the safety of each action itself and block what it judges dangerous, a third checks nothing automatically. This setting can be changed at any time, it does not commit the whole session. One thing does not change from one mode to the next: as of the 2 September 2026 survey, the documentation states that Claude asks for confirmation before any permanent file deletion, even in the most permissive mode. That does not make this mode a safe one, it lets everything that is not a deletion through unchecked, starting with the rewriting of a file. Keep it for tasks that only read, and prefer the systematic pause the first time you try a new folder or a new type of task.

A reasonable folder, not a whole one

The documented strengths of Cowork are specific: turning scattered notes into a formatted document, building a real spreadsheet with formulas rather than a flat table, putting together a presentation from a transcript, organising hundreds of files into coherent subfolders. On a large folder, Cowork itself splits a complex job into subtasks and coordinates several streams in parallel, a documented capability that is not a promise of speed. Aiming at a specific subset is still the safest way to begin a first task. A vague instruction such as tidy or fix, launched on a whole folder, forces Claude to guess your filing preferences, and the disappointment that follows almost always comes from that fuzzy brief, not from a real limit of the tool.

Instruction given to Cowork:
Invoices 2026 folder, sort the files into subfolders by month,
year-month format, without deleting anything.

Brief this first task as you would brief a colleague who is new to it: a precise result, and an example or a note of rules if you have one. The next lesson covers the two computer settings to check before launching a task of this kind over a long period.

On an account that has moved to the new experience

Since 16 September 2026, an account that has moved to the new unified experience no longer asks you to select Cowork rather than the chat: the same conversation handles both the question and the action, and Claude decides for itself whether to answer or to act on the connected folders. The choice between the three verification levels described above then becomes a single setting, Auto or Manual, valid for the whole conversation rather than for each task taken separately. The four-step sequence described here keeps its value for any account that the switch has not yet reached, and the lesson on the merger details this change.

Figure 1

The four steps of a first Cowork task

01
Open Claude
From the desktop, the web or mobile, depending on the surface where your organisation has enabled Cowork.
02
Choose Cowork
In the message area, select Cowork rather than the classic chat. The exact location of the selector is read on screen.
03
Describe a precise result
Name what must exist at the end, not a vague verb such as tidy or fix.
04
Read the plan
Before letting Claude run, compare its approach with what you expected.
Folder too large04Aim at a specific subfolder rather than the whole folder at once, and chain several targeted passes.
The four steps follow the fixed sequence of a task. The copper-underlined marker, set back under the plan review, flags the case where the targeted folder is too large for a single pass. This sequence applies to an account that has not yet moved to the new unified experience of chat and Cowork.
Calibrate it yourself

An employee launches his first Cowork task by pointing it at his department's entire shared drive, with the instruction tidy this up. Claude presents him with the plan it intends to follow. The employee skims the plan, then lets the run start.

Write in one sentence what this situation establishes, and in one sentence what it does not establish.

What to remember
  • Cowork reads and writes the files in connected folders directly, with no manual upload or download.
  • A first task always follows the same four steps on an account that has not yet moved, open Claude, choose Cowork, describe a precise result, then read the plan before running it.
  • Three verification levels exist before an action takes place on that same account, a systematic pause, an automatic check, or no check at all; once the account has moved to the new experience, a single setting, Auto or Manual, applies to the whole conversation.
  • Targeting a specific subfolder avoids the disappointment of a task that was too broad, handed over on a vague verb.
  • Cowork itself splits a complex job into subtasks and coordinates several streams in parallel, a documented capability that does not replace a reasonable starting scope.
Do this now

Open a Cowork session, choose the approval mode that pauses before every action, and launch it on a subfolder of a few files rather than on a whole folder.

Check the source

Every datable claim in this lesson links here to the public text behind it. A source that does not open proves nothing.