Claude Training Masterclass

Thank you, Jay. All right, cool, just kind of quick show of hands. How many of you have ever even used Claude before today? Awesome. Okay, and keep the hands raised if you’ve used, built your own skill before in Claude, built a skill. Okay. Wow. Awesome. How many of you have used Claude Code before? Okay, very few. Okay, cool. All right. So, we’re going to sort of split the class up into two. Not, not really, because most of you still can benefit from most of this, but there’s going to be a beginner tutorial for those that have never used Claude. I’m going to go to the very basics. What is Claude? Why use it over ChatGPT as an example, and then we’re going to get into more advanced stuff at the end, which is why you have your laptops. We’re going to set you up. We’re going to get you going. We’re going to get you, like Jay said, 1,000 hours of knowledge. Hopefully in an hour we’re going to, we’re going to pack it in as, as much as possible.

So to get started, this is what we’re going to learn today. What is Claude? Of course, how in Claude you have different things you can do. You have Claude Chat, Claude Cowork, and Claude Code. I’m going to explain the difference of each one and we’re going to talk about skills, plugins, connectors. You don’t need to worry about this yet. We’ll get into it and we’ll get into a bunch of stuff and hopefully at the end we’re going to actually build your first automation. A skill is an automation. I’ll cover that in just a minute. You don’t need to wait till the end to ask me questions. I will stick around, by the way, after 10 as long as needed, but feel free to raise your hand throughout and ask questions anytime. Cool. All right. So, I kind of just want to gauge the room and see what are people that are using Claude today. What are you using it for? Who can volunteer? Yes. I created a master guide to modalities, medicine, and meeting and I started it in. Awesome. Okay, great. Who else in the back?

Website or business cards? Yep. What’s so cool is that yesterday I had, like, a random fun idea that I wanted to do, like a personal project. I’m like, “Claude, this is the idea. Oh, let’s buy the domain name.” It bought it for me. It set up my email and it built me a website and launched it all within 5 minutes. I didn’t do anything. Like, that’s the power of it when you get to the end game, which we’re going to get to hopefully today. Cool. We’re going to skip this until the end. Now, if you are one of the ones that raised your hand in the beginning, you’re using skills, you’re using Claude Code, you can jump straight to the end, if you want, right now. We’re, for everyone else, we’re going to get to this at the end, so don’t worry. And for most of you, at the end, in order to use the full power of Claude that we’re going to teach you, you will need to have a Claude Pro subscription. So, you have to pay. When you get into Claude, it’s going to ask, and you click Code. It’s going to ask you to sign up and subscribe. They’re going to try to sign you up for $17 a month, but that’s paid annually. I recommend changing the toggle to monthly and pay monthly, $20. You could sign up right now and then you could always cancel tomorrow if you ever need to. Yeah.

Question. Do you, will you cover how to also run, like, an automation or a task where you don’t have to prompt it, say, “Hey, I want this every day at 7:00”? Yes. Yes, we’ll cover that. Yeah. So, what he asked, well, are we going to cover how to automate recurring tasks every single day? That’s called a routine, that it says, “Hey…” So, people ask me, how do I follow up with the latest Claude updates? Every morning at 7 a.m., Claude scours the internet, looks at my favorite YouTube creators, looks at all the new updates, does all the research, and then sends me an email summary every morning. So, when I wake up, I can go and check the latest Claude updates. That’s just one example. It could read your emails. It could summarize them for you. It could draft replies to your emails. It could plan your day, your week. It could do anything you ever dreamed of, it can do for you. So, that’s the coolest part.

And I’ll actually sort of give you some use cases. You know, I use it a lot for my personal life and also for work. So, personal life, yeah, it drafts my emails. It keeps me updated on everything, but it also plans all my trips and vacations. So, it plans my flights, my hotels, which points to use, which credit cards to use, the itinerary. It plans every vacation for me. It’s my personal travel agent. I spend a lot of time researching new products on Amazon. I don’t go to Amazon anymore. Claude searches every product on Amazon, reads every review, and is like, “This is what you should buy.” So, it does all that research for me. So, I use it throughout my life for everything. It tracks my blood test results. It’s my personal doctor. It’s my financial manager. It does everything for me. It knows everything about me and my family. How often do you check? Scary, but it’s, you trust it the more you use it.

How often do you check those results, because of the mistakes it might make around sensitive data? Like, do you find, like, oh, you just accept everything it says and you never check again, or like… Okay, so the question is, how much do I trust it? How much does it make mistakes? So in the beginning you’re going to learn to trust it more. I know a lot of you were like, “Oh my god, it has all your information. It has access to my whole computer.” Yeah, because I’ve learned to trust it over time. It takes time to trust. Who has a Tesla here? The first time you drove self-driving, a little bit scary. After 4 days, you’re like, “I, I can’t go back to a regular car anymore. I’m going to drive all the time.” So, similar to a Tesla, it starts off and then it doesn’t work for you. So, in the beginning, Claude will make mistakes. It will mess up until you start teaching it and it learns more and more and more, and then eventually it’s more hands-off and you don’t need to really correct it so much. Cool.

All right. So, for those that are installing the setup file, what is it actually going to do? It’s going to add the best practices for creating skills and automations and routines. We’re going to get into this, the global CLAUDE.md file. It’s a, it’s a rule. Some stuff here will be a little bit advanced, so I apologize in advance, but I’ll try to explain it as much as possible. The third part is where people make the most mistakes, where they have Claude or they have AI and it’s just doing a bunch of stuff and there’s files all over their computer and their computer just becomes a mess and they don’t know where anything is. So, this setup file is going to help organize your folder structure. So, everything you do lives in one folder on your computer, in your documents. Cool. Awesome. It’s going to interview you. So, in the beginning, if you go to Claude right now and you say, “Who am I? What is my business?” Has no idea, right? So, it’s going to ask you a lot of questions. It’s going to search the internet for you. It might ask you for your website, your LinkedIn, your company website, and it’s going to learn everything about you, and it will continue learning the more you use it. Right? So, if I ask Claude, “Who am I?” it knows. It knows too much information at that point. All right. So, we’ll get into the basics.

Yeah. Question. How is this compared to ChatGPT? Is this one better than the other, or what is… All right. How is it compared to ChatGPT? You are one slide ahead of me. There we go. Okay, perfect. So, they’re all pretty similar, right? You have ChatGPT, you have Claude, you have Grok, owned by Elon Musk and X, you’ve got Microsoft Copilot. They’re all pretty similar, but Claude really came out of the gates and is really popular today because all the other chatbots are more Q&A. And it’s probably how 95% of you are using it, where you ask a question, how do I do this? Or research this for me, and it gives you an answer. They could all do that really well. What Claude does is take it a step further. It’s a program on your computer that you’ve already downloaded, right? So that’s already different.

It can manage all your files on your computer if you allow it to. It can create, like she said, the master guide. It can create guides. It created this presentation for me. It can create anything on your computer and it can do all the work that you can do. It can have full control of your computer. Sounds scary, but hold on. It can move your mouse. It can control your screen. If you could do something on the computer, you can teach Claude how to do it, too. And it can replicate it for you. That’s like Cowork or Code? So, there’s a new feature that actually came out where you tell Claude, “Hey, follow me,” and it records your screen and you show it what you’re doing and you talk to it as you’re doing it and it learns what you’re doing, and then next time you want to do that same task, you just hit run and it does all that work for you, right? Pretty cool.

So there are some things, if you’re doing webinars as an example, it would take me 12 hours to prepare a new webinar, upload a YouTube video, all this stuff. I taught Claude how to do it once and now it’s one click. I just save 12 hours for one project. So that’s where you need to get to. You have a question. I just, raise your hand. Okay. Yes. Security. Yeah. Yep. So, there’s a setting when you first install Claude. You can go to the settings. It’s off by default, where it says allow Claude to be trained on your data. That’s off by default. So, you just want to make sure that it’s still off. So, it can’t be trained by your data. ChatGPT has that same feature, by the way, but I think theirs might be enabled by default.

As far as security, it’s extremely secure. If anything seriously bad happened, it would be all over the news. People would stop using it. They would just tank. You will hear random stories: “Claude deleted all my files.” It’s like, maybe, maybe it happened, maybe it didn’t. One in 10 million. Maybe someone messed up on, by accident. Who knows? But you don’t need to worry. I’m using it for seven months now, 10 hours a day. It’s totally kosher by me, at least. Yeah. What’s the deal with that? Mythos. Okay. We’ll see. Talk to me after. Yeah. I have a question. The information stays there as projects or as a whole? Okay. Where does the information stay? Right. So when you’re using it, it also stays online, so you can continue the conversation sometimes, like on your phone or on the go.

No, no, my question was more like, Claude knows all your information, right? But based by projects, you have to open that project in order to, for the, for the, for Claude to remember that, right? Or you can ask a general question and it has your… Okay, a little more advanced. So you’re talking about projects, but whenever you’re doing something in the program, where does it know that information from? It doesn’t save it online. It’s your computer. So, it’s saving, when it interviews you, it’s saving all the information and memory on your actual computer. So, it doesn’t just pull it from online, it pulls it from your computer. So, everything that we’re going to set up today is going to live on your computer. Yeah. Awesome. All right. So, Claude can do the work for you. Can control your computer, like we said. It’s a lot more customized, and I will show you in a second. So, when you first log into Claude on your computer, the first screen is going to say, “What do you want to do today?” It looks very similar to ChatGPT because it is. That is Claude Chat and Claude Cowork. They’re together now. They, they merge them together.

Now, this is very similar to ChatGPT, where you ask questions, you get back answers. It could do some work for you. You could upload spreadsheets. It could do some basic work for you, but you will quickly run into a lot of roadblocks. And this is where people get frustrated, where Claude says, “Oh, I’m sorry. I can’t do that. That’s outside my sandbox.” You’re like, “What are you talking about?” And it hits a lot of limitations. So that’s Claude Chat and Cowork. Okay, it can do work with limitations. Claude Code can do work without limitations. So everything we’re going to do today is Claude Code. There is a big misconception. Do I have it here? Claude Code is not just for coding. It’s for everything. So when I ask people, “Do you use Claude Code?” “No, I’m not a developer.” You don’t need to be. Claude Code is the same thing as Claude Cowork, just without limitations. It can do anything and everything.

So this is going to be controversial. Never use Claude Cowork again. I haven’t used it in 5 months. I only use Claude Code for everything. And whatever you could do in Cowork and Chat, you can do way better with Claude Code. Cool. Okay, awesome. And they’re exactly the same, just way more powerful. All right. All right. This is a great book that I read and recommend. It’s by one of these YouTubers, Nate Herk. If you’re interested in a book, I’ve read about five AI books. Four were horrible and written by AI, and you could tell. This one, I don’t think was, probably was, but it was really good. What the whole book explains is you have to get into the AI mentality. What that means is, today is your introduction course. You’re going to learn about using AI. But when you switch your mentality to, instead of, whenever you open your computer and you have to do work, you have to say, “Wait a minute. Why am I doing this myself when Claude can do it for me? Why am I doing this manually with Claude when I can build an automation with Claude?” So you never want to do one-off work. You always want to build things with Claude that can be repeated, which is called a skill, which I’m going to show you right now.

All right. So, this is the most important part about the entire class. It is the most important part about Claude. After this, master skills. Go to YouTube, watch Claude skills tutorials. If you master skills, you master Claude. You had a question in the back. Great question. So, if you’re on your computer in the desktop app, on the top left you have a toggle, and one of the toggles is for Code. It might say Code or it might be a little icon, like a coding icon. And if you click there, that is where Claude Code lives. For most of you, if you are not subscribed or pay for Claude, it will tell you that you have to subscribe and pay. You click that button. And by the way, it’s going to try to charge you annually, 17 a month. Just switch that to monthly and just pay month-to-month, $20 a month. Yes.

If you cancel the subscription, you do not lose any data, because all the data is yours on your computer. So whatever you do in Claude is still on your computer, and you can just resubscribe if you ever need to. Great question. Yes. Yes, I allow everything. The more access it has… But what is that doing? It can access your computer. It could access the internet more freely. So there’s, they’re going to ask you for a lot of permissions. “Do you want to allow this folder? Do you want to allow this?” Personally, I say yes to everything. But you learn to trust it. If you say no, you really can’t do much. Like, you’re going to be blocked for a lot of things. Yes. Does it work across platforms? If I have an Apple and a desktop that’s Microsoft, as long as it’s downloaded on the device and my phone, it will cross? Great question. So, does Claude work across devices? Mac, PC, iPhone, Android, tablet. Yes, it does.

However, you are setting up Claude on your computer right now with the computer setup files. So, if you go to a different computer, it knows nothing. It starts over. So, if you use multiple computers, what I do is I have my Claude folder, which has all my Claude files, in my Dropbox folder or my Google Drive folder, which syncs across two computers, right? Also, if you’re doing things on your computer and then you go on your phone and open up Claude on the web, it doesn’t connect to your computer. It can if your computer’s on, but that’s for a different class. Yeah. If you’re doing a product… So if you’re building your own app or database, you need to set it up with an outside database. More advanced, but you would use Claude Code. You can build it locally on your computer, or you could use GitHub, which will sync all the data back and forth, and you can use Postgres database, Supabase. There’s, that’s a whole different talk. Talk to me after. Cool. All right.

So, what is a skill? The most important part of today. What is a skill? It is just a set of instructions, right? So when I built this presentation, I said, “Claude, help me build Google Slides slide decks.” It said, “Great. How do you build them?” I say, “Well, this is my previous slide decks. Learn all my colors, my fonts. Learn that I like bullet points.” Okay, it learned all that and it saved it on my computer as a file. Great. And then it said, “Hey, where do you get your images from?” “Oh, this website.” “Okay, let me save that information.” And that’s another file. So, it has all these files: how David likes to talk, what his presentation looks like, how it’s designed, where does he get his images from, where does he do research. These are all different files that live on your computer. And if you group them together, that’s a skill. That’s it.

It’s just a set of instructions telling Claude what to do when David wants to make presentations. And now when I want to make a new presentation, I say, “Hey, Claude, run the presentation skill on a new presentation.” Great. And it starts looking. It says, “What do you want the presentation to be about?” I, and I tell it, and it makes my presentation deck. That’s it. Now, when Claude writes these files to my computer, the file is called an MD file, which stands for markdown. You don’t need to know that. But it’s just a regular file, like a .txt or a DOC file. Like, if you use Word, Word creates DOC files. AI loves MD files. They’re the same thing. You can open them up in Word if you really wanted to, right? It’s just another document file that AI likes to use. That’s it. Yes.

Any suggestions for businesses that are regulated and cannot share information on Claude? All right. So, any advice on businesses that are regulated and cannot share information on Claude? Like attorneys or brokers? Attorneys and brokers. Well, if you’re that regulated and you have an IT department, like some of you do, they will not even probably allow you to install Claude. They’re very scared. If you deal with lawyers and brokers, a lot of companies do, and they use Claude, and it’s totally fine. Some people are afraid of Claude having access to personal sensitive information. So, you can set up rules, which we’re going to talk about, and say, “Claude, you are never allowed to go into this folder, ever.” So when it gets to that folder, if it happens to ever get there, it says, “Wait, I’m not allowed to go in there.” So you can do stuff like that, and I’ll talk about that. Yes. And then yes. Yeah. What about… I work for accounting. Yep. You know, I’m always, like, worried if I am at risk… At risk of whatever? Confidentiality.

If you’re working for an enterprise company and they give you Claude, that’s already a great sign. But if you’re nervous, ask the IT guy, “Hey, I’m thinking about putting this information. It’s a W2, data, Social Security. Is that okay?” Right. And see what they say. You never want to be in violation, obviously, of your internal company policies. Yes. Is it HIPAA compliant if it’s patient or medical? Is it HIPAA compliant? I am not sure. It’s a great question, but ask Claude, “Are you HIPAA compliant?” Probably tell you. All right, let’s keep going. Now, when I create this skill and I said, “Claude, make this new presentation for me,” that’s me running it manually. I have to go and tell Claude to make that presentation. What if I wanted Claude to make presentations automatically for me? I can. That’s called a routine. So, if you’re on your computer right now, we’re going to talk about that in a second.

On the top left in Claude Code, you have something called routines. I’ll show you in one minute, so don’t worry. And that pretty much tells Claude, “Do this at this time of day, on this day of week. Every morning, 7 a.m., check my email.” Right? That’s a routine. Okay? And routines can also run skills. So, every morning at 7 a.m., make me a new presentation. I don’t know why I’d want to do that, but it could do that. Okay. All right. So, the goal is to stop writing one-time prompts: “Claude, do this for me. Do this for me.” So, what a lot of people do is they’ll build a slide deck with Claude and they’ll come back to that same chat two weeks later: “Oh, now that you learn how to do it, now do it again like you did last time.” No, you want to do it once and then ask Claude, “Now that you learned how to do this project or this task, turn that into a skill.” Okay?

So, if you’ve been using Claude already and you have a lot of sessions and chats of teaching it how to do something amazing, go back into those and say, “Now, turn everything we did here into a skill.” That’s it. And it’ll do it for you. Yes. Are you going to cover how to transfer things from ChatGPT into Claude? So many of my friends, they like, “Oh yeah, I’ve gone from ChatGPT, but you got to get all the data over.” Yeah. So when I migrated, I went into ChatGPT, and you have different chats, right? So I had one about my dog, about my work, about my this. So, I went into each one of those chats and I said, “Summarize every single thing about this chat into a markdown file, an MD file, and give it to me so I can download it.” So, I went through 50 chats. I downloaded 50 summaries, and then I said, “Here, Claude, here’s 50.” I put it on my computer, and now Claude has access to all those. Yeah. Thank you. Yes.

You’re using it to, like, your own conversations or whatever. Why not just stay with… You could definitely stay with chat. I also use ChatGPT for, like, quick, easy stuff like that, like stuff with my dog. I don’t need it in Claude. I don’t need to make automations about my dog, so I, I leave it there, right? But if it’s work-related and you want to go to the next level and start automating and teaching and not start from scratch, go pull it out of ChatGPT. Yeah. For the project… So I personally don’t use projects in Claude, if that’s what you’re referring to. From… If you’re doing it from ChatGPT, you’re trying to get your data out. So, if you already have a lot of chats about spreadsheets, “This is how I like to format my spreadsheets,” you go into that chat and you say, “Summarize everything in this chat into a markdown, into a markdown file.” And then you download that file, and then you give it to Claude and it learns it. Cool. Okay.

By the way, I know this is a lot of information, and we’re only, not even halfway through. I’m recording this. We’re going to send you the YouTube video summary afterwards, so you’re going to be able to rewatch it. Okay. Can I just give an announcement? Okay. From the IT department, we have an announcement. People that are downloading very big files, please do not, because we need a Wi-Fi for everybody. And also, if you’re connected on your phone, please disconnect. Okay. Thank you. No torrenting, if you know, if you know what that is. All right. Routines. So inside Claude, on the top left, if you’re in the Code tab, you have something called routines. Okay. So you will only be able to access Code if you pay $20 a month, and then you have routines. So this is where you set up your automations.

And by the way, I, you never go into a routine and create a new automation. Never. You go into Claude, you do a new chat and you say, “Create a new daily routine for me that reads and summarizes my emails.” And it makes the routines for you. Okay? You don’t build them from scratch yourself. Claude does everything for you. And it’s really funny, because sometimes when you ask Claude to do something, it says, “Oh yeah, these are the three steps that you should do.” I say, “No, you do it for me.” Claude can do everything for you. Just throw it back at it. Okay, that’s routines. Yes. So, no one else is able to access it. Mhm. So, if you have a virtual assistant, how can they access it? The same files. I want my virtual assistant to be accessing my routines. Yep.

I have. So if you have a virtual assistant or you have a company and you want to share all the files and the work that you’re doing, you can put certain folders and files in your shared Dropbox, Google Drive, SharePoint, OneDrive, whatever you use, and then they can access it. Also, if you have virtual assistant that you want them to use your Claude and your routines, then you could have, you can give them access to your computer with TeamViewer, LogMeIn. I use AnyDesk. But in that case, you probably wouldn’t have your personal computer. You’d buy, like, another small computer or a laptop or a Mac Mini and just leave it on all the time, 24/7, and then give them access to that one computer, if you want to. Yeah. All right, cool. So, next thing, a little bit more advanced. It’s called connectors. Claude gets really powerful, like ChatGPT, when you connect it to all the different tools that you use. So, you can connect to Gmail, Google Calendar, Google Drive, pretty much almost anything you can imagine, you can connect it to.

You will hear this word, MCP, and there’s three other complicated acronyms: CLI, API, whatever. They’re all just different examples of connectors that can connect into Claude. You do not need to know this or remember this. Just putting it here. It’s just a connector. In Claude, once again, on the left, you have Customize, or you can click your name on the bottom left and go to your settings. Highly recommend, when you have time, it’s going to take too long today, go into your settings and go through every single settings tab. And one of them is going to be connectors, and connect your Gmail, connect Google Calendar, connect Google Drive, if you feel comfortable. Connect as much as you want. So it can pull all the information.

So I could say, “Hey, my Google Slide template is in my Google Drive. Go find it.” It can go and look at my Google Drive, right? “Create a Google Slide deck.” It can create a deck in Google Slides for me, right? It can do anything for me, because it’s connected. Scan my email, write me emails, reply to my emails, send my emails, forward my emails. It can do all that because I’m connected. So, we had one, two, and then three. Yeah. Can I connect it to my CRM? Yeah. What CRM do you use? HubSpot. HubSpot, for sure. Yeah. HubSpot, Salesforce. Almost every company today has connectors, because they, they have to if they want to keep up. There was one more over here somewhere. Okay. Go ahead. I guess the answer is yes, but can also connect to social media? Connect to social media, can do posts for you. Yeah. Yeah. Do, could do everything. Yep.

What about Apple’s very… With what? Apple, you can do everything. So… Like email, you know, certain things are very… You mentioned Google. Oh, Apple Calendar, iCloud Calendar. I haven’t done it, but I’m sure, yes. I have it connected to my iMessage, my WhatsApp, my Apple Notes. It can, it can do almost anything. Texting me back. That was Claude texting you. Yeah, I don’t text any… One account? You can connect to one Gmail account, one Google account at a time. Yes. You can connect to… Talk to me after. There’s a different way to do it. Yeah. You can upload as well, to analyze them? Because I know check videos, they always use, for some reason. So the question is, can you upload videos? Can it read the videos? Yeah, it could, it can even make videos for you. It can generate images. It can generate, it can do everything.

So today I’m recording the presentation, right? I’m going to paste it onto my computer. The file, Claude is going to go. It’s going to watch the whole video, transcribe the whole video, know everything I spoke about, make chapters for YouTube, upload it to YouTube, put a thumbnail on YouTube. It’s going to do everything. And it’s going to email Miriam the whole file, right? Like, it does everything for me in one click, because I trained it how to do that one time. Yeah. Yeah. Question. Does a… work on comput… Yes. The question is, you need a really fast new computer to use Claude? Not really. Pretty much all the computers I’m seeing here today are fine. If it’s in the last five to six years old, you’re probably fine. Install it, play around with it. I’m sure you’ll be fine, because it’s not doing any of the processing on your computer. It’s doing it in the cloud, and it’s just giving you information back. So, you should be okay.

But if it’s like, “Wow, this is unbearable. My computer is so slow,” then, yeah, you can definitely upgrade. How much memory? Memory, 8 gigs minimum, which I’m sure everyone has. And then it doesn’t, it’s not that bad. 16 gigs, you’ll be probably more than fine. On a Mac especially, it’s way better on a Mac. Question. Yeah. Okay, cool. Yes. So, this screen, on the top left, your computer, it might say Home or Code, or it might just have, like, an icon. So, you want to click on the little Code icon, the top left, for Code. When you click there, it might not let you do anything unless you pay 20 a month. So that’s connectors. All right. So, Claude folders. There is a specific folder structure that keeps your Claude life organized, right? And if you are one of the early ones that are installing my setup file, the rest of you will do it at the end, it will set up your computer with my folder structure for you, so you don’t need to worry.

And this is sort of the core folders on the left. So in your documents on your computer, it’s going to create a Claude folder in your documents, and it’s going to have folders for tasks. So anytime you work on something, you want to work inside a task folder, right? Just get in the habit of always working from the same folders. Okay? So it’s all organized. Scheduled. This is for your routines that you’re scheduling, right? But Claude will do this automatically for you. And it’s going to do it for you. Also, skills. When you build skills and say, “Hey, Claude, build me a skill,” Claude is going to know, when we teach it, put all the skills in the skill folder. Put all the routines, I should probably call this routines, in the scheduled folder. Right? So, it’s going to know all that. It’s going to keep you organized.

Memory, very important. Where does Claude store all the memory? Who you are, who your company is, all the things that it’s learning, in the memory folder, right? And my setup file that you’re going to install is going to make sure that it keeps these all updated, keeps learning, keeps growing, keeps putting them in the right locations. And then context is about you and your business. So if you say, “Hey, these are the colors that we use in my business. These are the fonts that we use. This is whatever,” it’s going to store that in this context folder and save it there. So, it’s really important that you stay super organized with your folders, so Claude knows where everything is and it’s not just a mess all over your computer. Yeah. So, you need to give them the same… So, at the very end, we’re going to do my setup file, and it’s going to do everything for you. So, Claude is going to know everything. It’s going to interview you. It’s going to ask you questions, and it’s going to put everything in these folders automatically. Yeah.

Let’s say you want, this is slightly off topic, but it’s regarding how potentially modified. Let’s say you want to, like, for me, I saw a certain barrier where I was trying to do something on LinkedIn, where I was, like, studying specific people that I want to, you know, follow and, you know, draw inspiration from, specifically people who had, like, a certain amount of followers, then their comments weren’t too saturated, so I could kind of, like, make my impression. Yep. I got into a, I got into a barrier. LinkedIn said, “Hey, you can’t, you can’t scrape the website.” So you’re saying there is no way that you can teach the code for Claude to do that? Of course. You could teach. Of course. Okay. You could do anything once you learn how to do it. So in his example, he was trying to have Claude go on LinkedIn, follow these people, read their comments, read their posts, and what you’re going to run into is Claude chat to me. He’s like, “Oh, I’m not able to. They block me. I can’t scrape Facebook, LinkedIn, or anything else.” So you say, “Okay, Claude, how do we get around it?” “Oh, good. Great. Happy. Thank you for asking.” And it’s going to teach you, right? So there’s different connectors. Apify, Firecrawl, we could talk after, and they can scrape everything. Apify and Firecrawl are the two that let you do everything. It costs a little money, but pennies. Okay.

A little bit more technical, but it’s important to know what is a CLAUDE.md file. So remember, MD, just like a document, markdown, same thing. But if there is a file called CLAUDE.md, these are the rules Claude has to follow. So in his example, he said, “I don’t want Claude to go into these folders.” No problem. You can just tell Claude, “Hey Claude, I never want you to go into these folders. Make a CLAUDE.md file in that folder with instructions to never go into that folder.” Claude will create this file in that folder with instructions: “Never go in that folder.” That’s what it is. It’s just rules. If Claude hits that folder and reads this, it follows those rules.

So, in my setup file, I’m going to already give you a pre-made CLAUDE.md file with a lot of good rules that’s going to turbocharge and make, make your Claude super powerful, right? Otherwise, Claude will just hallucinate. They will, it will just ramble on forever. So, I’m going to give you an example of what mine looks like, which is what yours will look like. This is it. It’s just a regular file, and it says, “You are Claude. You’re never allowed to edit this file without my permission.” Okay. Number one, be an honest thinking partner. Don’t just agree. Don’t be a cheerleader. Challenge me. Right? Whenever you use ChatGPT, it’s like, “Wow, that’s a great idea.” No, don’t do that. Challenge me. So Claude talks back to me, you know. It’s really funny. It’s like, “You should not do this,” right?

Number two, answer me in less than 150 words. Sometimes it will just ramble on. You got to read so long. So, no, really concise. Sometimes it won’t follow these instructions, but most time it does. Number three, speak to me like an 18-year-old, right? Don’t start talking technical jargon. And always recommend improvements. These are just four, but I mean, mine is much longer. Yours will be much longer. But this is just an example, right? So if I say, I don’t want Claude to ever call me David, I want it to call me Bitton, Mr. Bitton. Okay, put that in this file, and it will always call me Mr. Bitton. Right, as an example, that’s what it does. Am I still with you? Yes. Okay. All right. So, for those that have to upgrade, 17 a month is, this is the basic yearly price. That’s for annual, or 20 monthly. And what does that get you? Because they have Max for 100, they also have Max for 200. They’re all exactly the same, except the more you pay, the more you can use it.

So, when you pay for a plan, they give you token limits. You don’t need to worry about that. But in Claude, in your settings, you have a tab called Usage, and it will show you your current session, how much time you have left, how much you’ve used so far. You probably don’t need to worry about this. You only need to worry if you’re using Claude a lot, and all of a sudden it says, “Oh, you ran out of usage.” Said, “Damn.” And, “Your usage resets in 23 minutes.” Your usage always starts when you first start your first session for the day. So if you go to Claude at 8 a.m., the clock starts running at 8 a.m., and you have five hours to use your usage. You have five-hour blocks. Okay, five-hour blocks. So, 8 a.m., at 1 p.m. my usage will reset again.

Okay, so it shows you how long you have until your usage resets. Now, if you’re constantly hitting the limits, amazing. It means you’re using it, and probably it’s time to upgrade. And you’ll probably feel like, “Oh my gosh, how can I work today? I’m stuck,” right? And at that point, when you feel that, then you upgrade to 100 a month. And if you hit that, then you go to 200 a month. But at that point, you’re, you’re a power user. Cool. Yeah. Do you recommend, when you’re creating the initial skills… I was just going to say that. Okay. Do I have that here? No. Let me show you. It’s a great question. All right. So, in Claude, when you’re doing something new, on the bottom right, it’s hard to see, but you have your model. You’re going to select a model. See if I can go even further. Here you go. So, you can click on this and you can select different models.

Okay. What this means: the higher up you go, the smarter, better, more expensive, more tokens and usage you burn. Fable is like their flagship. Wow. I never use it. It burns twice as much tokens. It’s honestly not that much better than Opus, and there’s a blog post that you can go and see that it’s actually pretty much the same. So, I, I live in Opus. You can just always be on Opus 5. That’s what I’m always on, right? So the model is always Opus 5. Okay. And then you also have an effort. How hard do you want it to work? The higher the effort, the more it thinks, the more usage. So I generally stay in high. And that is next to the model, on the bottom right. So, Opus 5, high. Once you set it once, you don’t need to do it again. You don’t need to remember. Set it and forget it. Okay.

Question about the usage in the blocks. So if it’s in the middle of a, a session… Yes. And it cuts off… Cuts off. What happens? Well, the question that I had is, can you train it to resume once the new session? So I think they just came out, like, 3 days ago, that it will auto-resume. I haven’t seen it. So the question is, if you’re in the middle of a long, it’s doing work and then, “Oh, you ran out of credit,” and it stops. What you normally need to do once it resets is go back in and say, “Keep going, continue, resume,” and it will just pick up where it left off. Now, another trick to see how much usage you have left: on the bottom right, right next to here, you have this little circle. If you click on this little circle, it shows you, you have five, your five-hour limit. I’m resetting in 19 minutes. I’ve only used 4% so far. I’m good, right?

If it’s like 98%, I have two hours left, “Ah, I’m stuck,” right? It’s gonna, it’s going to run out. So, that’s how you see it. You also have, by the way, that’s your five-hour limit that resets. You have a weekly limit. You’re probably never going to hit your weekly limit. If you are, whoa, good for you. And upgrade. But you also have a weekly limit. You don’t need to worry about that. Yes. Is that… more like… If you want it to work autonomously, agentic, there always, like, fancy buzzwords you hear, right? Will it cost more? So I’ll give you some examples. Routines. If you have a lot of routines, meaning that it’s working automatically for you all the time, every time it does something, it’s burning up your usage. So what I do is I’ve got maybe 20 or so routines, right? And people are like, “Oh, I have a CEO agent. My CEO is working.” I mean, I love these buzzwords, but I just called it CEO routine. “Oh, I have a CEO agent.” “You just act as a CEO.” You have a CEO agent. That’s, that’s all it is, right?

So, what I do is I run all of my routines from 1 to 4 a.m. This case is 7 a.m., because it starts at five-hour timer. So, if it does all that work from 1 to 4 a.m., it’s going to reset at 6 a.m., and I’m back down to zero. Way more advanced. You don’t need to worry about this for now. If you get there, amazing. All right, so let’s… Leave your computer on? Your computer has to be on for it to be running. So JJ was saying that we were playing padel last night, and I was on my phone talking to Claude on my computer. My, I have one computer that’s always on at home, or you can just have your computer always on at the office, and if it’s on, I can talk to it from my phone. So I can work on the go, wherever I am, talking to my computer. Meaning sleeping doesn’t count, or that’s okay?

No, if it goes to sleep, it will go to sleep. But there is a setting in Claude. Let’s see where it is. And it says, like, “Don’t go to sleep.” Somewhere here. It’s somewhere here. It’s in one of these settings, where it’s like, if Claude is working, don’t go to sleep. So you can, you can do that. It’s, it’s somewhere there. By the way, you could also tell Claude, “Make sure my computer never goes to sleep.” And it will do that. It’s called caffeinate. It will just do something like that. Okay. All right. Let’s keep going, because we’re almost there. So today we’re going to hopefully have time to build our first skill. Think about what you want to automate first. You can start with something simple, right? Look at my emails, draft replies to my emails, look how I speak, you know, things like that.

And I’m going to cover this later, not right now. But the important part is, when you install my setup file, it’s going to come with one of my skills that’s called skill builder protocol. So there is a skill that’s used when building skills. It’s pretty funny, because when you’re building a skill, Claude will just do whatever it wants. But we say, “No, I want you to build a skill with these instructions. Put it in my skill folder. Interview me. Ask me questions.” Right? So, there’s a better way to build skills. And there’s a skill for that, right? It’s like, there’s an app for anything. There’s a skill for anything online. Also, you could also find skills online, too. And what do you want to build? Right? Just some examples. I’ll leave these up. A lot of people use it to organize their computer. Their files are a mess. The files in their, probably have thousands of files on your desktop and documents. You can organize it.

You can tell Claude, this is a great first skill, “I want your help to organize my downloads folder. Put all the images in an images folder. All the videos in a videos folder.” That’s a great, easy first skill. It builds it once. It organizes it. And then in a week, if it gets cluttered again, “Hey Claude, run my download skill,” right? And reorganize. So that’s like a great first use case. Cool. Okay. By the way, monthly reports, if you’re doing, like, monthly reports, spreadsheets, slide decks, it can build them for you. That’s a, that’s a good one for a lot of people. Take a picture. We’re going to send you the slide deck at the end also, by the way. All right. So, just a quick summary, then we’re going to start the setup process. Remember, always use Code, not Cowork. Set up connectors later on. Start connecting everything. Build your own skills. Number one thing to master after today. Go home, watch more videos on skills. Eventually, you’ll be able to automate things with routines. And we’re going to get to the setup file. But before we do, questions. Yes.

Can you connect Claude to the bank account? Can you connect Claude to your bank account? Yes. If you have, yeah, I do. If you have QuickBooks, Claude has a QuickBooks connector. I also use Monarch. Monarch is, like, an app for 75 bucks a year that connects all your bank accounts, credit cards, and it shows you everything you’re doing. Claude can connect to Monarch. So, there are some ways. If you use, if you don’t use QuickBooks, ask Claude, “How can you connect to Chase?” I don’t think there’s a native connection. It’s going to ask you to pull spreadsheets and CSV files, whatever. There might be a way, but I don’t know yet. So, I just… emails that are more… not. Yes. Say… Do iOS and then see what it tells you. Yeah.

So earlier someone asked question… like, go through all things I talked about. Yes. What are the skills and things that I’m doing? Great, genius. So what he said, he has a lot of already old sessions, and he doesn’t want to go into each one: “Hey, make a skill for this.” So Claude can read all your old sessions. So, “Hey Claude, read all my old Claude sessions and tell me which skills I should build, and help me build them.” You can do that, right? Yes. Actually, before any more questions, I’m going to get to this next step, so everyone can start doing this while we answer questions. So you can go to this link, davidmbitton.com/claude, and I’ll walk you through this right now.

The first step is to get Claude Code and subscribe. Though if you don’t pay 20 bucks a month, you will not be able to set up Claude the right way. Can I run it on an iPad? No. No. You have to have a laptop, not an iPad, that has the Claude desktop app. But when you get home, just follow. Yeah. One sec. One sec. I’m going to open this up and just walk you through this real quick. Okay. Do I, do I need to download… online? You have, for this you have to download Claude. Claude is way more powerful when you download the desktop computer program app on your computer. Yeah. So, step one, download Claude and install it, right? I think all of you mostly have done it. Now, the annoying thing is that when you go to Claude Code, you will not be able to use it out of the box right away. You have to subscribe. But then, if you’re on a Windows PC, you have to install something called Git. Okay. If you’re on a Mac, you got to install Homebrew. I’ll show you how to do that in a second.

So when you first go to Claude Code and you try typing something in and hitting enter, it will probably say you can’t do it. You have to install Git or Homebrew. Tell me if you’ve got in there. Okay, I’m, I’m going to walk around and help you as well. Yeah, wait. Hold on one second. So if it stops you and it says download Git, download Homebrew, you got to go do that. Or you can come here and just click on these links and do it, and do it yourself. Now, if you’re on a Mac, it’s a little bit more annoying. You have to go to Homebrew. It’s a little bit crazy, if you’re following me. Tell me when you’re ready. This is in order to get Claude Code to work on a Mac. So, on my doc, it’s a little bit technical. You’re going to click Install Homebrew over here, in this link. Mac users, follow along, okay? And you can watch me do it.

And then you’re going to get to this website, and you’re going to copy this. You’re going to click this icon on the right to copy this weird command. One sec. One sec. One sec. One sec. If you’re lost, I’m going to come around. This is where it gets technical. Tell me who’s gotten here and copied it. Okay. Amazing. Next step. Don’t get scared. One sec. I’m, for those that are stuck, I’m going to help you. You’re going to click the search icon on the top of your Mac to search your Mac. Spotlight, or Command-Space. Okay. Click the search icon and type in Terminal. Type in Terminal. If your Mac is solved, you’re good. But I’ll, I’ll come around. Open up Terminal. Oh, let me open up a new terminal. All right. It’s going to look weird, like this. Terminal. All good. And then you’re going to paste. Just Command-V. Paste what you copied. And hit enter.

It’s going to ask you for your Mac password. You could type it in, but it’s not actually going to show it on the screen. So, you see, you type in your password for your Mac and you hit enter. New terminal? New terminal. Yeah, you can do a new terminal. If you’re lost, I’ll help you. Don’t worry. This is where it gets technical, and then we’re done. It will take a long time to install. After you put in your password, hit enter. It’s going to say, “Press enter to continue.” So, you press enter, and then you’re done. So simple, right? I know. I’m going to walk around and help you. And then it’s going to start installing, and then we’ll get to the, the next step. For PC users, a little bit easier. Just install Git and go from there. Now, if you’ve already, I’m going to walk around, but if you’ve already gotten that far, you’ve installed it, whatever, move to step three and just follow the instructions. All right.

I’m sorry. I’m gonna come to you. Don’t worry. All right, questions. What happens if you have guardrails in your security measures in your… And you can’t install… Install? So, if you’re stuck, you can’t install Claude or Git because you have security, you’re stuck. You have to talk to your IT: “Please install it for me.” Request. You’re going to be stuck. No legal workaround. No. But use Cowork in the meantime, if Cowork works. So, continue with number three. Follow the instructions. No, I can’t download it. You can’t download it either. Okay. So you’re really… Yeah. Personal laptop. More questions? Yes. If you’re stuck on your personal computer, I’ll walk around and help you. If you have generic questions, let me know. Yeah. …ask you the component. Yes, just do next, next. If it’s Git, just next, next, install. Any generic questions? Not personal computer related. I did the second part before the first part. That’s fine. All right. Raise your hand if…