Workshop

Claude Cowork for Agencies

Rafa Romero

Stripe Community Builder | +2k Students

Matt Roberts

Claude Ambassador for Barcelona

Reclaim the hours your agency wastes on admin — with AI that runs your client wo

Your agency isn't slow because your team isn't good — it's slow because senior talent is buried in admin: chasing new-business emails, rebuilding proposals, hunting through Slack and Notion for one detail a client mentioned last week. In this hands-on, no-code session, you'll hand that work to Claude Cowork so your people focus on the strategy clients pay for.

You'll build workflows on top of the tools you already use. Connect Gmail, Slack and Notion, wire Cowork into HubSpot to automate lead follow-up, into Google Analytics and Facebook Ads Manager to manage campaigns, and into Apify and DataForSEO to pull market and SEO data on demand. Then ship an agent that triages enquiries and alerts your team the moment a hot lead lands.

You'll also build a skill that drafts on-brand proposals citing real pricing from your own sheets — never invented numbers — and set up shared context so a junior can hand Cowork a lazy prompt and still get the right client back. Fewer dropped balls, sharper campaigns, protected margins, and hours back every week: that's the point.

What you’ll learn

Set up Claude Cowork end-to-end: connectors, skills, and context engineering for a real agency workflow

  • Hand Cowork a process you run every week — onboarding, reporting, QA — and it runs the same way every time

  • Pull the numbers, flag what changed, and generate a client-ready summary — no more monthly copy-paste

  • Tailored to each discovery call and always citing real numbers — never invented ones

  • So no hot lead sits unread on a busy week, and follow-up starts the moment it lands

  • Automate lead follow-up and pull live market, SEO and competitor data on demand

  • Organize each client's details once so anyone can hand Cowork a lazy prompt and get it right

Workshop agenda

  • Part 1-2 · Foundations & Cowork Basics (Lecture) — 0:00-1:00

    Set up the three Claudes, make Claude yours, pick your model, and learn the R·C·T·F prompt framework. Then see what Cowork is, set it up, and get comfortable with the interface — the same foundations every track starts from.

  • Part 3 · First Wins (Hands-on) — 1:00-1:45

    Live flagship demo: turn ~30 real client contracts and SOWs into one clean CSV plus a folder sorted by client — Cowork writes its own script and verifies its own work. Then connect Gmail, Slack and Notion to power the builds ahead.

  • Part 4 · Skills (Hands-on) — 1:45-2:50

    Build your own skill live: The Proposal Machine turns a real discovery-call transcript, plus your pricing sheet and service one-pagers, into a tailored client proposal and send-ready email that always cites real pricing — never invents numbers. Break at 2:25.

  • Part 5 · Context Engineering (Lecture) — 2:50-3:15

    The core skill behind everything that works: how to feed Claude the right context, every time, so it never guesses at your clients' details.

  • Part 6 · The Four Builds (Hands-on) — 3:15-4:52

    Four live builds: a scheduled agent that triages new-business enquiries and pings #new-business on Slack, a script-driven YouTube channel audit for social clients, a browser-automation flow that pulls a client's platform report with no API, and a team setup so a junior can hand Cowork a lazy prompt and still get the right client's context. Break at 4:00.

  • Part 7 · Power, Limits & Mistakes (Lecture) — 4:52-5:00

    Power features, usage limits, the most common mistakes to avoid when handing Cowork real client work, and a close.

Learn directly from Rafa & Matt

Rafa Romero

Rafa Romero

Contact

Founders of Hapi | +1000 students in AI & Automation

We work with and teach:
Claude
n8n.io
Softr
OpenAI
Matt Roberts

Matt Roberts

Contact

Claude Ambassador for Barcelona | Co-founder, Happy Operators

See all products from Matt & Rafa

Who this workshop is for

  • Agency owners and founders who want to grow accounts and margin without adding headcount — and get their team out of low-value admin

  • Account and ops leads juggling multiple clients who need every enquiry, report and proposal handled without dropping a ball

  • Lean agency teams living in Gmail, Slack, Notion and HubSpot who want to automate the busywork — fewer tools, not more

What's included

Live sessions

Learn directly from Rafa Romero & Matt Roberts in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

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Frequently asked questions

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Team discount

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Save 20%+ when 2 or more teammates enroll in the same cohort.

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Private cohort

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A dedicated cohort with a custom schedule and curriculum, tailored to your team.

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€299

EUR

Oct 1
·

4–9am EDT

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