Claude Cowork Setup Checklist
Complete this digital checklist to set up Claude Cowork and track your automation progress and value.
Go to Claude.ai
Completed
Click 'Sign Up'
Completed
Enter your email
Completed
Create password
Completed
Choose your first task to automate
Completed
Task type to automate
Email responses (most popular)
Data processing (invoices, receipts)
Weekly newsletter writing
Customer service responses
Lead qualification...
Test: Start with a small test (just 5 items, not 50)
Completed
Test: Review the results
Completed
Test: Adjust instructions if needed
Completed
Test: Run again
Completed
Primary automation area(s)
Email Responses
Weekly Newsletter Writing
Invoice/Receipt Processing
Customer Service Automation
Lead Qualification...
Immediate (Today): Create your Claude.ai account
Completed
Immediate (Today): Choose ONE task to automate
Completed
Immediate (Today): Write your instructions
Completed
Immediate (Today): Test it (on 5 items)
Completed
This Week: Run your first automation on full set
Completed
This Week: Measure how much time you saved
Completed
This Week: Write down the ROI
Completed
This Week: Celebrate! (You just saved 10+ hours)
Completed
This Week: Set up automation #2
Completed
Hours saved per week
Your hourly rate
Weekly value
Annual value
Submit Checklist
Should be Empty: