Claude 101: teaching notes
Side-by-side notes for 01-praxis-claude-101.html (15 slides). The deck is what the room looks at; this is what you say, where you stop, and how you make each idea land for the person in front of you. Written from the deck and 01-claude-101-lessons.txt, against the Praxis teaching library. Method: teaching-notes-method.md.
How to use these notes
- Blocks marked Back to your card, Brief it like a new hire and Run it live are the three moves from T0, how we teach Praxis. Use the names and tasks on the group's Use Case Cards wherever you see [name].
- These are guidance, not a script. Teach the person, not the slides.
- Each teaching slide has a Pause, then ask block. Put the question, then stop. Do not fill the silence. If they freeze, one line: "Take your time, type anything when you're ready, including 'I don't know'." Then wait again.
- By background gives you a line per archetype (from
tutor/scenarios.md). Reach for the one that matches whoever is in the room and ignore the rest. They are a palette, not a checklist to read out. - Hold the voice (
train-the-trainer.mdPart 4): no "great question", no emoji, one term only: Claude Code. Underclaim. Cost is "about twenty dollars a month" and stop. - Run the intake five questions first (
train-the-trainer.md) so you know which background you're teaching to before slide 1.
What Claude is, and how to actually work with it
Set the frame: twelve ideas, one per screen. You show each one working, then hand it back to them. No lecturing.
"There are twelve ideas in this course, one per screen. For each one I'll show you the thing working, then stop and ask where it fits in your work. You don't need to remember it all today. What matters is that you see each one actually work."
The intake answer they gave you: name the one task they said eats their week, and promise you'll come back to it on the use-case slide. That is the hook for the whole session.
The whole course on one screen
Four moves: meet the tool, learn to talk to it, organise the work, expand its reach and put it to work. Show the plan so nobody feels lost later.
"This is the plan for the session, in four parts. First, what Claude is and how to work with it. Then, how to write an instruction that gets a good result. Then, how to organise the work so you stop repeating yourself. And last, how to connect it to the tools you already use. If you get lost at any point, we come back to this screen."
Don't teach the spine, just orient. Twenty seconds, then move.
Not a chatbot, a thinking partner
A chatbot answers and you're on your own. Claude brings the intelligence; you bring the context and judgement; you work the problem together.
"You may have used a chatbot before: you ask a question, you get an answer, and that's the end of it. Claude works best when you treat it differently. It knows a great deal in general, but it knows nothing about your work: your clients, your standards, your way of doing things. You supply that part. And when the first answer isn't right, you don't start over; you tell it what's wrong and it corrects, the same way you'd work something out with a colleague." (Pairs with framings.md: Claude as translator/teacher, and the "brief it like a junior" line.)
- "Where in your week do you already work something out with a colleague, back and forth, rather than just asking one question?"
- "What's the context or judgement in your job that no chatbot would have?"
(wait)
- Investigator
- thinking through what a thin case file is missing before you write.
- Analyst
- deciding whether two vendors can even be compared on the same basis.
- Designer
- riffing three creative routes for a campaign, not one canned idea.
- Knowledge worker
- working out how to handle the odd invoice, not just the clean ones.
- Reporter
- deciding what actually belongs in Monday's briefing and what doesn't.
- Content
- working out the argument of a post with you, not generic copy out of a slot.
- Form-filler
- reasoning through which category an awkward receipt really belongs in.
- Outreach
- sharpening the angle for one specific client, then drafting together.
- Exec
- stress-testing the board narrative against the numbers before the meeting.
On the map: this is the new hire. Very quick, has read almost everything, has never met your clients. Set the frame here and come back to it on every slide.
"Think of it as someone you've just taken on. They know a lot in general and nothing about your company yet. What would they need from you on their first morning?"
The "is my data safe?" fear often surfaces here, the moment they picture working with it. Don't wave it away. Name it and say you'll cover exactly what it can see on the connectors slide. (objections.md: IT/compliance, "where is the AI".)
Set the stage · define the task · specify the rules
A good prompt carries three things: who you are and the context (stage), the action you want (task), and the constraints (rules). And the first message starts a conversation, not a one-shot.
"A good instruction has three parts. The context: who you are and what this work is for. The task: what exactly you want done. The rules: the tone, the format, and if you can, an example of what good looks like. Most people write one short line and expect it to guess the rest. It can't read your mind. The more you tell it, the better the result. A useful comparison: brief it the way you'd brief a capable new colleague on their first day." (framings.md: brief like a junior; the six-year-old version for informal rooms. Never use both in one session.)
- "Take that task you said eats your week. Brief me on it out loud, like I'm your new hire. Stage, task, rules."
- "What's the rule a good person in your job follows that a newcomer wouldn't know yet?"
(wait, let them draft it badly; that's the lesson.)
- Investigator
- "You're my due-diligence analyst; summarise this subject's litigation history; cite every source, never infer."
- Analyst
- "You're reviewing vendor RFIs; build a like-for-like table; mark blanks 'no data'."
- Designer
- "You're my studio assistant; list every asset this campaign needs; flag missing specs as 'ask client'."
- Knowledge worker
- "You're my bookkeeper; pull these invoices into a CSV; leave absent fields blank, don't guess."
- Reporter
- "You're my chief of staff; turn these updates into Monday's briefing; cite who said what."
- Content
- "You're our staff writer; draft a post in our house voice; reference one past piece."
- Form-filler
- "You're my tax-prep assistant; allocate each receipt to the template's sections; never drop one."
- Outreach
- "You're my BD lead; one proposal per customer; only use numbers that are in the file."
- Exec
- "You're my analyst; one page: where revenue is, what's at risk, what needs a decision."
- [name], read out the "I need to" line on your card. Now brief it to me out loud: stage, task, rules.
- Everyone else, you're the new hire. What don't you know yet?
(write their questions up, then sort them with the group into stage, task and rules)
- Kick off
- Take the best brief from the room. Run the one-line version first, then the full brief, in two chats side by side.
- Expect
- Under a minute each. Say so before you press enter.
- While it runs
- Ask the group which will be better and why. Point out what the one-line version has to guess.
- When it lands
- Compare the two against the card's idea of success. Ask what's still missing from the better one.
They'll write one vague line and be disappointed. That's the teachable moment, not a failure. Show the difference specificity makes, then set 80/20 before any live run: "You'll get ninety percent of the way; you finish the last ten." (patterns.md: the 80/20 expectation.)
When it's off, it's almost always fixable
The first draft is a starting point. Most disappointing answers trace to one thing: context the prompt didn't carry. Too generic, wrong format, confident-but-wrong, tone off: each has a fix.
"When you get a bad answer, it's usually not because the tool can't do the job. It's because something you know never made it into the instruction. Too generic? It didn't know your role or your audience. Wrong format? Show it an example instead of describing what you want. Confident but wrong? That happens. Ask it to cite sources, and check the facts that matter. Spotting what's missing and adding it is the main skill in working with AI. It has a name, AI Fluency, and there's a whole Praxis session on it."
- "When AI has let you down before, which of these four was it: too generic, wrong format, confidently wrong, or wrong tone?"
- "What would you have needed to tell it to fix that?"
(wait)
- Investigator
- confident but wrong on a date or amount → demand a source for every claim.
- Analyst
- too generic a comparison → hand it the column set and the basis.
- Designer
- wrong format → show one finished asset as the example.
- Knowledge worker
- invented a missing VAT number → tell it to leave blanks blank.
- Reporter
- tone too breezy for leadership → paste a past briefing to match.
- Content
- off-voice draft → paste two past posts as the voice sample.
- Form-filler
- mis-filed a receipt → give it the section definitions.
- Outreach
- generic proposal → feed the customer file, forbid invented numbers.
- Exec
- editorialised a risk → tell it to state facts, not "at risk".
- Look at the "to produce" line on your card. Which of the four is it most likely to get wrong?
- [name], what would you add to your brief to stop that happening?
"What if it just makes things up?" is the real fear under this slide. Answer it straight: ask for sources, verify the high-stakes facts, and later the skill file makes "cite a source, never infer" a standing rule. (objections.md: hallucinate / make stuff up.)
Three modes, matched to the size of the job
The desktop app gives you one Claude in three modes (Chat, Cowork, Code), and you pick by how big and how hands-off the work is. Cowork and Code run on Claude Code underneath.
"The app gives you the same Claude in three modes, and you pick by the size of the job. Chat is for quick questions and short drafts. Cowork is for the bigger jobs: it works across several files or sources for a stretch and comes back with a finished piece of work. Code is for building software. Nothing to memorise here: when a job feels too big for a chat window, there's a mode built for it."
- "Of the work you do, what's a thirty-second question, and what's a half-day grind across lots of files?"
- "Which of those would change your week most if it got faster?"
(wait)
- Investigator
- Chat to scope a subject; Cowork to draft the full report from the file.
- Analyst
- Chat for a definition; Cowork to build the comparison across every response.
- Designer
- Chat to brainstorm concepts; Cowork to produce the asset manifest.
- Knowledge worker
- Cowork to process the whole inbox folder in one pass.
- Reporter
- Cowork to consolidate every update into the weekly briefing.
- Content
- Chat to test a hook; Cowork to draft against the back catalogue.
- Form-filler
- Cowork to allocate a full folder of receipts to the template.
- Outreach
- Cowork to generate one proposal per customer file.
- Exec
- Chat to pressure-test a number; Code once you want the brief to run itself.
This is the bridge to Claude Code without saying "terminal" yet. Default on-ramp is the sidebar, not the terminal (train-the-trainer.md: sidebar first). Don't sell the terminal to someone who hasn't opened the app.
Projects: a workspace that remembers
Stop re-uploading the same files and re-explaining the same rules. A project holds knowledge, instructions and memory once; every chat inside it starts already briefed.
"Right now, every new chat starts from zero, so you end up re-uploading the same files and re-explaining the same rules. A project fixes that. You put the files and the rules in once, and every conversation you start inside the project already knows them. The practical effect: you stop repeating yourself, and the work stops getting lost when a chat ends." (Previews framings.md: the folder is the memory; the context window. In Claude Code that 'place' becomes a folder on your machine.)
- "What do you find yourself re-explaining to AI every single time you open it?"
- "If it just knew that, every time, what would you stop repeating?"
(wait)
- Investigator
- the house report rules and screening checklists, briefed into every matter.
- Analyst
- the standard column set and the "no data" rule for every vendor review.
- Designer
- brand tokens and retailer spec sheets, ready for any campaign.
- Knowledge worker
- the CSV schema and known supplier quirks, so each month starts briefed.
- Reporter
- the five-section briefing format and the team roster.
- Content
- the house-voice guide and the back catalogue of posts.
- Form-filler
- the template and the category definitions, reused each cycle.
- Outreach
- the knowledge base and the proposal format, shared with the team.
- Exec
- the retainer book and the KPI definitions, so each board prep starts warm.
On the map: the briefing pack and the shared folder. You wouldn't make a new starter ask for the same files every morning.
- What would go in the Project for your card? Name three files and one rule.
- [name], explain to the group how that's different from attaching the files to one chat.
"Does it forget like ChatGPT does?" Yes, a chat does; a project doesn't, and a folder in Claude Code really doesn't. This is the cleanest place to plant why the folder beats the browser. (objections.md: browser / why not ChatGPT.)
Artifacts: the output, rendered beside the chat
Not a wall of code buried in the conversation. A finished thing in its own window: rendered, editable, ready to use, and shareable.
"When it produces something substantial (a document, a table, a working page), it opens it in its own window next to the conversation, properly formatted, where you can read it, edit it, download it and share it. If it ever answers inside the chat when you wanted something usable, say 'make that an artifact' and it will."
- "What's the deliverable you actually hand over: the document, the table, the deck?"
- "How much of your time goes into formatting that, versus the thinking?"
(wait)
- Investigator
- the background report, formatted, ready to lift into the case system.
- Analyst
- the comparison table, rendered and exportable.
- Designer
- the asset manifest as a table, plus a CSV.
- Knowledge worker
- the extracted CSV, viewable and downloadable.
- Reporter
- the Monday briefing, formatted to drop into email.
- Content
- the post draft, rendered with headings, ready to paste.
- Form-filler
- the filled template, laid out to match the form.
- Outreach
- each proposal, rendered per customer.
- Exec
- the one-page brief, formatted to print.
Iterate one change at a time. People try to fix five things in one message and lose track of which note did what.
Skills: packaged know-how, run the same way every time
A skill is a folder of instructions Claude loads when relevant. Two kinds: built-in (Excel, Word, PDF, maintained by Anthropic) and custom (your repeatable workflow, built just by talking). Clean rule: projects store knowledge (the what); skills perform tasks (the how).
"A skill is a set of instructions Claude keeps and applies whenever that task comes up. The built-in ones you've already used. That's how it makes spreadsheets and documents. The valuable ones are the ones you make yourself: you describe how you do a repeatable task (the steps, the rules, the format), and from then on it does that task your way, every time, without being re-told. You build it by talking to it; there's no code involved. For a firm, this is the part that matters: the way your most experienced person does the job can be written down once and used by everyone." (framings.md: skill file as institutional memory; adapt "senior person" to their role.)
- "What's a task you do the same way every time, where the 'right way' lives in someone's head?"
- "If that person left tomorrow, what would walk out the door with them?"
(wait: this lands hard for regulated and professional rooms.)
- Investigator
- a Subject Background Report skill (the PI exemplar).
- Analyst
- a vendor-comparison skill with fixed columns and the "no data" rule.
- Designer
- an asset-manifest skill that reads briefs and lists every variant.
- Knowledge worker
- an invoice-to-CSV skill with a review queue for anything ambiguous.
- Reporter
- a weekly-briefing skill in the five-section format.
- Content
- a house-voice review skill that flags lines that drift off voice.
- Form-filler
- a receipt-allocation skill that never drops a line and reconciles totals.
- Outreach
- a proposal skill, one per customer, in a fixed five sections.
- Exec
- an exec-brief skill: revenue, at-risk, decisions, steady.
On the map: the written procedure for a job that comes back every week, so the new starter does it your way without asking.
- Is there a skill in your card? What would its first three steps be?
- [name], tell [name] what goes in your Project and what goes in your skill. Group, do you agree?
(projects hold the what, skills hold the how. Let them find that before you say it)
Don't conflate two different things both called "skills". The app skill here is one thing; the plain-English skill file you write in Claude Code (course 02, and the deep-dive "Introduction to Agent Skills") is the heart of our method. The deck itself points to that course. Name the difference or they'll merge them. (train-the-trainer.md: module 6 vs module 14.)
Connectors: bring your tools into the conversation
Instead of starting cold, Claude works with your actual data, searching, reading and acting across the apps you already use. MCP is the one standard behind it ("USB-C for AI"). Permissions are scoped and revocable; it sees only what you can see.
"Connectors let Claude work with the tools you already use (Drive, Gmail, Slack and the rest) through one standard. Instead of copy-pasting things in, it reads the actual source. On the question everyone asks: it can only see what your own account can see. Connecting your email gives it your inbox, nobody else's. You choose what to connect, and you can disconnect any of it at any time."
- "Where does the data you'd want it to work with actually live today?"
- "Which one tool, connected, would save you the most copy-paste?"
(wait)
- Investigator
- Drive where case files live, after the IT/compliance conversation.
- Analyst
- the warehouse or Drive holding vendor responses.
- Designer
- Adobe or Figma, plus Drive for brand assets.
- Knowledge worker
- Gmail and Drive where the invoices land.
- Reporter
- Slack and Drive where the status updates live.
- Content
- the CMS or Notion holding the back catalogue.
- Form-filler
- Drive or email where receipts arrive.
- Outreach
- the CRM and Gmail for customer context.
- Exec
- Drive, Slack and email for the board-pack inputs.
On the map: logins and keys. Which systems would you let a new starter into in their first week, and could they change things or only read?
- Which connector does your card need? Read only, or does it need to write?
- Kick off
- Connect one tool on your own account (Drive or Gmail) and ask a question only that source can answer.
- Expect
- A minute to connect, under a minute to answer.
- While it runs
- Stay on the permissions screen and read out what it's asking for. That's the data-safety answer, shown rather than told.
- When it lands
- Open what it cited. Show it only reached what your account can see.
This is the data-safety gate for almost everyone. Slow down. Give the floor (Claude on the web, no install) and the ceiling (a local model, nothing leaves your network), and for banks and firms frame it as the IT/compliance discovery conversation. (objections.md: IT/compliance/privacy. train-the-trainer.md: module 2.)
Enterprise Search: ask your whole company one question
A pre-built project over your organisation's knowledge. "What happened while I was out?" answered across every connected source, with citations. Team and Enterprise plans only, and it returns only what you already have permission to see.
"Enterprise Search lets you ask one question across everything your organisation has (the documents, the chat, the email) and get one answer, with citations back to the sources. It only returns what you already have permission to see; an administrator sets it up, and nothing changes about who can access what."
- "What question do you ask three different people or systems to answer today?"
- "What would you ask your whole organisation, if you could ask it once?"
(wait)
- Investigator
- "what's the latest across all open matters?"
- Analyst
- "which vendor reviews are still missing data?"
- Designer
- "where's the approved master for this campaign?"
- Knowledge worker
- "which suppliers changed terms this quarter?"
- Reporter
- "what shipped across all squads last week?" The briefing, org-wide.
- Content
- "what have we already published on this topic?"
- Form-filler
- "what's still outstanding for this filing period?"
- Outreach
- "what's the status of every deal in this segment?"
- Exec
- "what happened while I was out?", answered across the whole company.
Be straight about the plan gate: a solo operator or small firm won't have this yet. Don't oversell a feature they can't switch on. Frame it as where this goes at team scale, then return to what they can do today.
Research: from one search to a researched report
Not a single lookup. Claude works agentically: it plans, runs many searches that build on each other, then writes it up with every claim cited. Minutes, not seconds.
"The Research function is for questions that need real digging. Instead of one search, it runs many: it makes a plan, searches, reads what it finds, decides what to look up next, and writes the result up with a citation for every claim. That takes five to fifteen minutes, not seconds. Use it when a good answer needs twenty sources rather than one."
- "What's a piece of digging you do that means opening twenty tabs and pulling it together?"
- "Where would a cited, written-up version of that save you an afternoon?"
(wait)
- Investigator
- open-source background research on a subject, every claim cited.
- Analyst
- market-rate benchmarking across many sources for a vendor review.
- Designer
- a competitor-campaign scan before a pitch.
- Knowledge worker
- supplier due-diligence before onboarding.
- Reporter
- a landscape read to frame the quarterly narrative.
- Content
- source-gathering for a thought-leadership piece, cited.
- Form-filler
- checking the current thresholds or allowances before a filing.
- Outreach
- a prospect or company brief before writing the proposal.
- Exec
- a market or competitor brief for the board, with citations.
- Kick off
- Start a Research run on a question from someone's card.
- Expect
- Five to fifteen minutes. Tell the group before you start.
- While it runs
- Stay on the plan for the first minute and read it out. Then carry on with the next slide and come back when it lands.
- When it lands
- Open two of the citations with the group and check them. Tie it back to slide 5.
Tie back to slide 5: the cited report is how you catch "confident but wrong". Verify the high-stakes facts even when it shows its sources. (objections.md: hallucinate.)
Whatever your role, there's a starting point
The point isn't the feature list, it's the work. There's one concrete place to begin in every function. This is where you return to the task they named in intake.
"We've seen a lot of features today. You don't need most of them yet. What you need is one task, a real one from your actual week, to start with. Let's pick yours now." (Then go to their task from intake, not the grid on the slide.)
- "Of everything we've seen, what's the one task you'd point this at first?"
- "What does 'good' look like for that task, so you'd know it worked?"
(wait: their answer is the use case you build the rest of the relationship around.)
- Investigator
- turn one case file into a structured background report.
- Analyst
- one vendor comparison you run every quarter.
- Designer
- one campaign's full asset list.
- Knowledge worker
- one month's invoices into a clean CSV.
- Reporter
- this week's briefing from the team's updates.
- Content
- one post drafted in house voice from the back catalogue.
- Form-filler
- one filing period's receipts allocated to the template.
- Outreach
- one segment's proposals, personalised.
- Exec
- one board prep turned into a one-page brief.
Resist the urge to add features. The win is one task done, not ten shown. The next session is hands-on with their files, not more theory. (patterns.md: set the next concrete step.)
One intelligence, where you already work
claude.ai is one front door. The same Claude shows up inside the tools you spend your day in (Claude Code, Slack, Excel, PowerPoint, Chrome), each version tuned to that surface. Where you go next depends on the work.
"Everything we did today was in the Claude app, but the same Claude is available inside other tools: in Slack, in Excel and PowerPoint, in the browser, and in a version called Claude Code that works directly with the files and folders on your computer. So the question to leave with isn't whether to switch tools. It's which of the tools you already spend your day in would benefit most from having Claude inside it." (Hold the one term: it's Claude Code, every time.)
- "Which tool do you spend the most hours in each week?"
- "What would change if the intelligence we've been using lived inside that tool?"
(wait)
- Investigator
- Claude Code on the case folder: the durable, auditable surface.
- Analyst
- Excel sidebar for models; Claude Code for the repeatable comparison.
- Designer
- the design surfaces, plus Claude Code for batch asset generation.
- Knowledge worker
- Claude Code on the folder, so the monthly job becomes a script.
- Reporter
- Slack where the team talks; Claude Code for the recurring briefing.
- Content
- the browser or CMS sidebar for drafting in place.
- Form-filler
- Excel and PDF surfaces; Claude Code for the recurring allocation.
- Outreach
- the CRM and email surface; Claude Code for batch proposals.
- Exec
- PowerPoint for the board deck; Claude Code for the recurring brief.
This is the natural bridge to Claude Code 101 (course 02) and to running /plato themselves. End by pointing forward: the durable version of everything they liked today lives in a folder, and that's the next session.
Talk to it like a colleague. Give it your context. Iterate to the result.
The whole course in one line: brief it like a colleague (stage, task, rules), then refine. Projects, artifacts and skills organise the work; connectors, search and research expand its reach; and it meets you in the tools you already use.
"To sum up the session: give it proper context and a clear instruction, the way you would with a capable colleague, and when the answer isn't right, add what's missing and go again. That's the core of it. Projects, skills and connectors exist so you can do that with less repetition and in more places."
Their task from slide 13, and the next concrete step: "Next time we open your real folder and build the one you named." Then the session-improvement habit: "at the end, tell it to look back at what we did badly today and save how we fixed it." (patterns.md: close every session by teaching the system to improve.)