Stop Chatting, Start Delegating: Claude for Your Business
Reed Jones
Chief AI Officer, The AI Department
Set Claude up once, and every chat starts knowing your business.
Set Claude up once so it knows your business, and every task after that starts from "do the thing."
In two hours, live, you'll see how a chatbot differs from an AI agent, make Claude more useful for the work you do, find the repeatable work in your week that an agent can take, connect Claude to your email and calendar (and Drive if we have time), and hand off one weekly task before you leave.
You leave with a working Project, one task running, and a short checklist for the next one.
Bring a laptop, your Claude account, and one task you do every week. Connectors and scheduled tasks need a paid Claude plan (Pro or higher).
What you’ll learn
Leave with a Claude setup that knows your business, a clear view of where AI agents fit in your week, and one task handed off.
See what a chatbot does (answers when you ask) and what an agent does (takes a task and works through it), with live examples.
Learn when each one fits, so you pick the right tool for the job in front of you.
Write a Claude Project with what you sell, who you serve, and how you write, then test it on a real question from your week.
Turn on the settings a business account needs, then add memory and custom instructions so every chat starts knowing who you are.
List what you do each week and sort it: what needs your judgment, and what repeats the same way every time.
Turn the repeatable list into a shortlist of tasks to hand off, starting with the easiest win.
Connect Claude to your email and calendar (and Drive if we have time), then use Cowork to run the task on a schedule.
Check the result against what you would have done, and leave with a checklist for the next handoff.
Workshop agenda
Chatbots vs. AI agents
Start with the difference between a chatbot that answers and an agent that does the work. Then turn on the settings a business account needs, so the rest is safe to do with real work.
Make Claude more useful for your work
Add memory and custom instructions, then build a Project with what you sell, who you serve, and how you write. You write it with me and test it with a question from your week.
Find the repeatable work
Sort your week into what needs you and what repeats the same way every time. Then connect Claude to your email and calendar, and Drive if we have time, and meet Cowork.
Hand off one weekly task
Pick a task you do every week. Write the instructions once, run it, check it against what you'd have done, and schedule it. You leave with it running and a checklist for the next one.
Learn directly from Reed
Reed Jones
Founder & Chief AI Officer, The AI Department. 550+ people trained in AI
Who this workshop is for
Business owners who use Claude or another AI tool and want it to know their business from the first message.
Anyone who runs a business and does the same tasks by hand every week, and wants to hand the first one off.
Bossing AI Around alumni ready for the next step: one Claude setup you keep using long after class ends.
What's included
Live sessions
Learn directly from Reed Jones 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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