Workshop

Claude Cowork for Freelancers

Rafa Romero

Stripe Community Builder | +2k Students

Matt Roberts

Claude Ambassador for Barcelona

The admin department you can't afford to hire, running itself.

For solo consultants, creators and independents with no back office, this hands-on, no-code session shows you how to run tax-ready expenses, invoicing and lead triage through Claude Cowork. You'll connect Gmail, Calendar and Notion or Sheets, turn a year of receipts into one clean CSV sorted by quarter, and package your invoice-and-follow-up process into a skill that drafts a polite payment reminder for you. You'll also build a scheduled agent that triages new client enquiries against your real calendar availability, and see two advanced builds live: a script-driven time-tracking report across every client, and a browser-automation flow that pulls your marketplace earnings statements straight into your tax folder. By the end of the day, your context folder is organised so the moment you need to bring in a subcontractor or a VA, they're productive on day one.

What you’ll learn

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

  • Cowork writes its own script and verifies its own work — no more year-end shoebox

  • Turn a project's time log into an invoice plus a friendly, send-ready reminder email

  • So no lead sits unread, and every reply already knows when you're free

  • See exactly where your hours go each week, pulled together automatically

  • Plus browser automation to pull earnings statements straight into your tax folder

  • Organize your business details once so anyone you bring in gets 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 a year of mixed receipts and expenses into one clean, tax-ready CSV sorted by quarter — Cowork writes its own script and verifies its own work. Then connect Gmail, Calendar and Notion/Sheets to power the builds ahead.

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

    Build your own skill live: turn a finished project's time log into a polished invoice PDF plus a friendly, drafted payment-reminder email — the admin task freelancers avoid most. 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 business details.

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

    Four live builds: a scheduled agent that triages new enquiries against your real calendar availability and drafts a reply, a script-driven time-tracking report across every client, a browser-automation flow that pulls your marketplace earnings statements into your tax folder, and a setup that scales the moment you bring in a subcontractor or VA. Break at 4:00.

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

    Power features, usage limits, the most common mistakes to avoid, 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

  • Solo consultants, creators and independents with no back office

  • Freelancers who dread invoicing, chasing payments and tax prep

  • Anyone about to bring on a subcontractor or VA and needs them productive on day one

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.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Frequently asked questions

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Reimbursement

Get your company to pay

Everything L&D needs: email template, receipts, and certificate of completion.

Get reimbursed

Team discount

Learn with your teammates

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

Save 20%+ with a team

Private cohort

Run a cohort for your org

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

Book a private cohort

€299

EUR

Oct 8
·

4–9am EDT

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