First steps with AI: teaching notes
Side-by-side notes for 00-praxis-first-steps-with-ai.html (17 slides, 14 ideas). The deck is what the room looks at; this is what you say, where you stop, and how you make each idea land. Written against the Praxis teaching library. Method: teaching-notes-method.md.
How to use these notes
- This is the no-build room. Nobody here is installing anything, opening a terminal, or writing code today. Everything on these slides happens in a chat window. If you find yourself explaining Claude Code, you have left the deck.
- 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. - Ask two questions before slide 1: what work eats their week, and what they have already tried with AI. Everything after that lands better when you can name their task back to them.
- Timing: about 60 minutes at a walking pace, 90 with real discussion. Slides 8, 9 and 11 are the ones worth running over. Slides 2 and 15 are the ones to cut when time goes.
What AI actually is, and how to start using it well
Set the frame: fourteen ideas, one per screen, starting from zero. Nobody needs to know anything to be in this room.
"There are fourteen ideas here, one per screen. We start with what the machine actually is, then what you can trust it with, then how to work with it so it earns its keep. You don't need to remember all of it today. What matters is that you leave knowing what this thing is and what you'd point it at on Monday."
The answer they gave to "what eats your week". Name it out loud and promise you'll come back to it on the last slide. That is the thread through the whole hour.
Someone apologising for being behind, or for not being technical. Kill that in the first minute: nothing today requires any of it. (objections.md keyword: "not technical".)
The whole session on one screen
Four moves: what it is, what to trust, how to work with it, and how to make it part of the week. Show the plan so nobody feels lost later.
"This is the plan. First, what the machine actually is, which takes two screens and explains almost everything else. Then what to trust it with and where to check. Then the working habits, which is the biggest part. And last, how to make it stick past this session. If you get lost, we come back to this screen."
Do not teach the spine. Twenty seconds, then move. If the room is small and nervous, skip it entirely and go straight to slide 3.
It writes one word at a time.
Claude is not looking anything up. It predicts a likely next word, again and again, from patterns in a very large amount of text. This one fact explains most of the behaviour they will meet later.
"The single most useful thing to understand is that it isn't searching. There's no database of answers behind it. It looks at everything so far and picks a likely next word, then does that again, and again, until there's an answer. Your phone keyboard has done a tiny version of this for years. This is the same idea at enormous scale. Almost everything that surprises people later comes back to this one fact." (Pairs with framings.md, the prediction framing.)
- "Knowing it predicts rather than looks up, what would you expect it to be good at?"
- "And what would make you want to check?"
(wait)
- Investigator
- why it drafts a chronology well and invents a case citation badly.
- Analyst
- why it explains a method confidently and misstates a specific figure.
- Designer
- why it produces ten plausible headlines faster than you can type one.
- Knowledge worker
- why it handles the standard invoice and stumbles on the odd one.
- Reporter
- why the prose reads fine while a number underneath needs checking.
- Content
- why it never runs out of phrasing, and why the phrasing can outrun the fact.
- Form-filler
- why it categorises the obvious cases instantly and guesses on the edge cases.
- Outreach
- why the covering note sounds right before anyone has checked the client detail.
- Exec
- why a confident paragraph is not evidence, and what that means for board papers.
"So it's just autocomplete?" Do not accept the dismissal, and do not oversell against it. Say: same mechanism, and at this scale the behaviour is different enough that the comparison stops being useful. Then move to slide 4, which answers it properly.
It read a lot, then it was taught to help.
Two stages. It learns to predict text from an enormous body of writing, then people rate its answers until it behaves like an assistant. The helpfulness is trained in, and so are two habits worth naming: it tends to agree, and it tends to write long.
"Two stages made this thing. First it read an enormous amount and learned to predict text. That alone gives you something fluent with no idea how to be useful. Then people rated its answers, over and over, until it behaved like an assistant. So the politeness and the caution aren't magic, they were trained in. That same training left two habits you should know about: it leans towards agreeing with you, and it leans towards writing too much. Both are fixable by asking. 'Push back on this' and 'half the length' both work."
- "Where in your work would an assistant that agrees too easily actually cost you something?"
(wait)
- Investigator
- ask it to argue the other side of the file before you settle on yours.
- Analyst
- ask what would have to be true for your read of the data to be wrong.
- Designer
- ask which of the three routes is weakest, and why, before you present them.
- Knowledge worker
- ask it to name what's missing from your process note.
- Reporter
- ask which line in the briefing a sceptical reader would challenge first.
- Content
- ask it to attack the argument of the post, not polish the wording.
- Form-filler
- ask where the rule you gave it breaks down.
- Outreach
- ask why this client might say no, before you send anything.
- Exec
- ask for the strongest case against the recommendation you already like.
People find "it agrees too much" reassuring rather than alarming. Make the cost concrete: an assistant that always agrees is worth nothing at the moment you most need a second opinion.
Strong on familiar work. Check the precise claims.
Because it predicts what sounds right, it is excellent at work the world has written about many times, and it can state a wrong fact with complete confidence. The answer is a habit, not fear.
"Here's the trade. Because it's predicting what sounds right, it's genuinely strong on work that's been done a million times: summarising, drafting, explaining, rewording. And it can tell you something false with total confidence. People call that a hallucination. You don't need to be frightened of it, you need one habit: the more precise the claim, the more it deserves a look. Names, dates, numbers, quotes, links. Be most careful outside your own field, because that's where you can't spot the miss."
- "In your work, which claims would be embarrassing to get wrong?"
- "How would you check them today, without AI?"
(wait)
- Investigator
- never take a citation, statute reference or date on trust. Verify at source.
- Analyst
- re-derive any number it states rather than lifting it into the deck.
- Designer
- watch for invented product names and specifications in the copy.
- Knowledge worker
- confirm any policy or threshold it quotes back at you.
- Reporter
- check every figure that will be read as fact by someone above you.
- Content
- verify quotes and attributions, which are the classic confident miss.
- Form-filler
- spot-check the edge cases; the routine ones are rarely the problem.
- Outreach
- check the client's own facts, their name, their sector, their last project.
- Exec
- treat a confident paragraph as a hypothesis, not a finding.
This is where the "so it can't be trusted at all" reaction arrives. Answer with the calibration framing: you already work this way with a capable new colleague. You don't refuse their work, you know which parts to check. (objections.md keyword: "accuracy".)
It has a working memory, and it fills up.
Everything Claude is attending to sits in one container. What's in it, it can use. What falls out, it has lost, quietly. Two habits follow: restate what matters in long conversations, and don't assume last week carried over.
"Everything it's paying attention to sits in one container: your messages, its replies, anything you've uploaded. What's in the container it can use. When the container fills, the older parts drop out, and it won't tell you they have. So two habits. In a long conversation, restate what matters instead of trusting that page one survived. And don't assume it remembers last week: a correction you made in one chat does not carry into the next unless you've put it somewhere it can see. The container is big, roughly five hundred pages, but it isn't infinite."
- "Have you had it lose the thread halfway through something long? What did that look like?"
(wait)
- Investigator
- re-state the key facts of the file when a long analysis starts drifting.
- Analyst
- re-paste the column definitions rather than assuming they held.
- Designer
- restate the brand rules before the final round, not just at the start.
- Knowledge worker
- start a fresh chat per case instead of one endless thread.
- Reporter
- restate the audience and the format each time you come back to it.
- Content
- re-anchor the house style before you ask for the final pass.
- Form-filler
- keep the category rules in front of it, near the end of the conversation.
- Outreach
- restate who the client is before the final draft, not only at the top.
- Exec
- assume nothing about a chat you opened last Tuesday.
People hear "memory" and think it's storing their data permanently. Separate the two ideas cleanly: the working container is one thing, the memory feature on slide 12 is another, and both are visible to them. (objections.md keyword: "data".)
Treat it like a colleague, not a search box.
No special syntax, no magic words. The step up isn't a cleverer tool, it's a better class of task: bring it work you'd otherwise do yourself.
"There's no special syntax to learn, and there are no magic words. Talk to it the way you'd brief a capable colleague. The change that matters isn't how you type, it's what you bring. Most people bring it questions they could have looked up: what does this acronym mean, write me a haiku. Small in, small out. Bring it the work you'd normally sit down and do yourself, and it becomes a different tool. Same Claude on the web, on your desktop and on your phone, and it stays signed in across them." (Pairs with framings.md, the colleague framing.)
- "What's a task you'd normally block out an hour for, that you've never thought to bring to it?"
(wait)
- Investigator
- not "what does this term mean", but "read this file and tell me what's missing".
- Analyst
- not "what's a median", but "find what's actually moving in this sheet".
- Designer
- not "give me a tagline", but "test these three routes against the brief".
- Knowledge worker
- not "how do I word this", but "draft it from these notes".
- Reporter
- not "what's a good structure", but "turn these into Monday's briefing".
- Content
- not "write a post about X", but "here's my argument, find the weak link".
- Form-filler
- not "explain this form", but "categorise these forty against my rules".
- Outreach
- not "write a sales email", but "here's the client and the history, draft it".
- Exec
- not "summarise this topic", but "stress-test this plan before Thursday".
The room has usually only ever asked it trivia. That is the single biggest cause of "I tried it, it was underwhelming". Say that out loud. It reframes their previous disappointment as an under-use rather than a verdict.
Good results start with a proper brief.
The centrepiece. A good ask does three things: sets the scene, states the task, gives the rules. Most disappointing answers are under-briefed asks.
"If you take one thing out of today, take this. A good ask does three things. It sets the scene: who you are, what's going on. It states the task: the thing you want produced. And it gives the rules: tone, length, format. Look at the difference on the screen. 'Write an email about the project delay' gets you something generic, and then you blame the tool. The version with the scene and the rules gets you something you could almost send. Same request. The gap is entirely in the brief."
- "Take that task you said eats your week. Brief me on it out loud, as if I'm starting Monday. Scene, task, rules."
- "What did you leave out that you assumed I'd know?"
(wait)
- Investigator
- scene is the matter and the stage it's at; rules are the format the file demands.
- Analyst
- scene is what the data is and who reads the answer; rules are the level of detail.
- Designer
- scene is the campaign and the audience; rules are the brand voice and length.
- Knowledge worker
- scene is the process and where this sits in it; rules are the house format.
- Reporter
- scene is the reader and the week; rules are the structure and the word count.
- Content
- scene is the platform and the reader; rules are the voice and what's banned.
- Form-filler
- scene is the categories and why they exist; rules are what to do when unsure.
- Outreach
- scene is the client and the history; rules are the tone and the close.
- Exec
- scene is the decision on the table; rules are one page, conclusion first.
Someone will say this is a lot of typing for one email. Agree, then reframe: you write the brief once and reuse it, which is exactly what slide 12 is about. Point forward rather than defending.
The first answer is a draft, not a verdict.
Working with Claude is a loop: ask, read, say what to change, repeat. They decide when it's done, not the tool.
"The first answer is a draft. That's it. People read the first reply, decide it's not right, and close the tab. That's like reading a colleague's first draft and firing them. Say what to change and go again, as many rounds as it takes. Two things make the loop work. Specific beats vague: 'cut the first two paragraphs' lands better than 'make it shorter'. And if a conversation has genuinely gone off the rails, a fresh chat with a better brief is usually faster than rescuing the old one."
- "When you got a disappointing answer before, did you tell it what was wrong, or did you give up?"
(wait)
- Investigator
- "too soft on the weaknesses, name them directly."
- Analyst
- "drop the commentary, give me the three numbers that moved."
- Designer
- "route two is the one, take it further and lose the other two."
- Knowledge worker
- "same structure, but written for someone who wasn't in the meeting."
- Reporter
- "the second section is the story, lead with it."
- Content
- "the argument's right, the opening is limp. Rewrite the first paragraph only."
- Form-filler
- "these four are wrong, here's why, redo them and leave the rest."
- Outreach
- "warmer, and cut the last paragraph entirely."
- Exec
- "give me the version that fits on one page with the recommendation at the top."
The learner who keeps re-writing the original prompt instead of replying in the conversation. Name it: you're allowed to just talk to it about what's wrong.
Say what you're trying to achieve, not just what to change.
An instruction can be followed to the letter and still miss the point. Give the goal next to the instruction and the gap closes.
"This is the upgrade almost everyone misses. 'Make it shorter' can be obeyed perfectly and still ruin the thing, because it cut the part you needed. Say what you're actually after: 'make this shorter, my goal is that the key finding survives a twenty-second skim'. Instruction plus goal. Now it can make the trade-offs the way you would have. It works on people too, which is why it's worth the habit."
- "Think of a time someone did exactly what you asked and it still wasn't what you wanted. What was the goal you hadn't said out loud?"
(wait)
- Investigator
- "shorter, so a judge reading it cold gets the point in a minute."
- Analyst
- "simpler, so a non-specialist can act on it without asking me questions."
- Designer
- "bolder, so it still reads from across the room."
- Knowledge worker
- "clearer, so nobody emails me to ask what I meant."
- Reporter
- "tighter, so the one thing that changed this week is unmissable."
- Content
- "more professional, because this is going to the board now, not the team."
- Form-filler
- "more detail, but only the detail that decides the category."
- Outreach
- "warmer, so it reads like a person who's met them, not a template."
- Exec
- "one page, so the decision is obvious without reading the annexes."
This slide lands quietly and then turns out to be the one people report back on weeks later. Give it more time than its size suggests.
Show it the real material.
Don't describe the document, hand it over. It reads reports, spreadsheets, images and slides, and answers from what's actually there.
"Stop describing your document to it. Give it the document. It reads reports, spreadsheets, photographs, slides. A conversation holds around five hundred pages, so 'read this sixty-page contract and flag anything unusual' is a normal ask, not a special one. And this is what makes the output sound like your work instead of generic: it is your work. The material is yours, it's just doing the reading."
- "What's sitting on your desk right now that you'd hand to a colleague if you had one?"
- "What stops you handing it to this?"
(wait)
- Investigator
- the full file, then "what's missing before I can advise".
- Analyst
- the raw export, then "what's actually moving here".
- Designer
- the brand guide and the brief, then "check this against both".
- Knowledge worker
- the twelve similar documents, then "pull out what differs".
- Reporter
- the month's notes and numbers, then "draft the briefing".
- Content
- the transcript, then "find the three posts hiding in this".
- Form-filler
- the batch and the rules, then "categorise and flag anything ambiguous".
- Outreach
- the last three exchanges with the client, then "draft the follow-up".
- Exec
- the papers for Thursday, then "what would a sceptic ask about this".
"Can I upload our documents?" is a real question and deserves a real answer, not reassurance. Give them the straight position on their own plan and tell them to check their organisation's policy before anything confidential goes anywhere. Do not promise on behalf of their IT. (objections.md keyword: "confidential".)
Stop re-explaining yourself every time.
A Project is a workspace where the files and the standing instructions live, so every chat inside it starts briefed. Memory covers role and preferences across chats. The tenth chat should feel nothing like the first.
"By now you might be thinking this is a lot of setting up every time. It isn't, because you do it once. A Project is a workspace: you put the files in once, the brand guide, the contract, the past work, and you write your standing instructions once, 'always plain English, always end with next steps'. Every conversation you start in there begins already knowing all of it. Separately, it picks up your role and preferences across chats, and you can look at what it holds and change it. Between the two, your tenth conversation should feel nothing like your first, because you've stopped introducing yourself."
- "What do you find yourself explaining every single time you start?"
- "That's your standing instruction. What else goes in the folder with it?"
(wait)
- Investigator
- one project per matter, with the file and the house format inside.
- Analyst
- the column definitions and the report template, uploaded once.
- Designer
- the brand guide and three past pieces that got it right.
- Knowledge worker
- the process note and the template, so every case starts the same.
- Reporter
- last month's briefing as the format to match.
- Content
- the style rules and the list of words you never use.
- Form-filler
- the category definitions, including the awkward cases.
- Outreach
- the client's history and your standard structure.
- Exec
- the strategy document everything gets tested against.
People conflate Projects with memory. Keep them separate: the Project is a place you put things deliberately, memory is something it picks up. Both are visible and editable, and that answer usually settles the discomfort.
Decide what stays yours.
Using this well starts before the first prompt: for each piece of work, choose what you keep, what you do together, and what you hand over. The middle bucket is where the value concentrates.
"This is the part people skip, and it's the part that decides whether this works for you. Before you prompt anything, split the work three ways. What stays yours: the final judgement, anything confidential, anything you couldn't check if it were wrong. What you do together: thinking a problem through, drafting and revising, stress-testing a plan. And what you hand over: summarising, reformatting, first drafts of routine pieces, the research legwork. The goal isn't to automate everything. The middle bucket is where the value is, because you bring the expertise and the stakes and it brings speed and range. If you can't tell which bucket something belongs in, ask it to help you split the task. That conversation costs you nothing."
- "Take the task you named at the start. Split it three ways, out loud."
- "Which part surprised you by being handable?"
(wait)
- Investigator
- the advice stays yours; the chronology and the first summary don't have to.
- Analyst
- the interpretation stays yours; the cleaning and the first cut don't.
- Designer
- the creative call stays yours; the resizing and the variants don't.
- Knowledge worker
- the exceptions stay yours; the standard cases don't.
- Reporter
- what matters this week stays yours; the assembling doesn't.
- Content
- the argument stays yours; the drafting and the reformatting don't.
- Form-filler
- the ambiguous cases stay yours; the obvious ones don't.
- Outreach
- the relationship stays yours; the first draft doesn't.
- Exec
- the decision stays yours; the briefing pack that informs it doesn't.
Two opposite reactions in the same room: "I'd hand over almost nothing" and "I'd hand over almost everything". Both are wrong in the same way, and the three-bucket picture is the fix. Don't argue with either, make them do the split out loud.
Three checks before it leaves your desk.
AI-assisted work is still your work. Check the specifics, tell people where they'd expect to know, put your name on it.
"Three checks before anything leaves your desk. Check the specifics: the names, the numbers, the claims, verified rather than assumed. Tell people where your audience would expect to know it helped. And put your name on it, because you own the result, not the tool. What 'telling people' means changes with the context: a client report, an internal note and a personal email carry different expectations. Know where your workplace draws the line, and when you're not sure, say it plainly in a footer."
- "Where does your organisation draw that line? Do you actually know, or are you assuming?"
(wait)
- Investigator
- professional conduct rules come first, and they are not negotiable.
- Analyst
- state the method, including where a model helped, in the appendix.
- Designer
- check client contracts for AI clauses before delivery, not after.
- Knowledge worker
- follow the internal policy, and ask if there isn't one.
- Reporter
- a footer line is usually enough for an internal briefing.
- Content
- platform rules and client expectations both apply, and they differ.
- Form-filler
- the audit trail matters more than the disclosure here.
- Outreach
- never let a client find out from the writing rather than from you.
- Exec
- you are setting the norm for everyone below you, whether you mean to or not.
Someone whose employer has no policy at all, which is common. Don't invent one for them. Tell them the safe default is to say it plainly and to ask, and that being the person who asked first is a good position to be in.
From answers to finished work.
Everything so far happens in a chat window. The same skills carry into tools where Claude works in your actual files and hands back finished documents. That's a later session, and today's skills are what it stands on.
"Everything today happens in a chat window. There's a further step, and it's worth knowing it exists: tools where it works in your actual files and hands back the finished document. The change is delegating rather than chatting. 'Look across the meeting notes, the email thread and the proposal, and write the one-page summary for the exec team.' It plans it, works through the steps, asks you before it does anything significant, and saves the result into your folder. That's a later session. Everything you learned today is what that stands on, so nothing here is wasted."
Keep this short and do not demo it. This slide exists to place a marker, not to sell. If someone wants that conversation, have it afterwards. Rushing into a Claude Code demo here loses the room you just built.
The keen one who wants to skip ahead. Hold the line: the habits from slides 8 to 13 are what make the next step work, and skipping them is why people bounce off it.
Pick one task this week.
One recurring task, not ten. Run it through the loop, compare it to your own version, and keep the prompt that worked.
"One task this week. Not ten. Something recurring that you already do: the weekly email, the meeting notes, the spreadsheet check. Brief it properly, run the loop, and then do the thing that teaches you fastest: compare its version to yours. You'll see exactly where it saves you time and exactly where your judgement is still doing the work. Keep the prompt that worked. That's the beginning of your own library, and that's the whole thing, one task at a time."
- "Name the task. Out loud, now, this week."
- "When exactly this week?"
(wait)
Take the task they named at the start and hand it back as the assignment. If the room is quiet, take one person's task and brief it out loud together as the last five minutes. That rehearsal is worth more than another slide.
- Investigator
- the file summary you write every time a matter opens.
- Analyst
- the recurring report nobody enjoys assembling.
- Designer
- the resize-and-adapt round after the creative is signed off.
- Knowledge worker
- the batch of similar documents that eats a morning.
- Reporter
- Monday's briefing.
- Content
- turning one long piece into the week's posts.
- Form-filler
- the weekly categorisation run.
- Outreach
- the follow-up you keep meaning to send.
- Exec
- the pre-read you write before every board meeting.
The tool predicts words. The results depend on the person driving it.
The closing line. The machine is simple; what it's worth is decided by the person using it.
"That's the session in one line. The tool predicts words. Everything else, whether it's worth anything to you, depends on you: what you bring it, how you brief it, what you check, and what you decide stays yours."
Do not add a summary after this line. Stop, then take questions. If nobody speaks, one prompt: "what's the first thing you're going to try?" and wait.