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Winning by Design™  ·  Team workshop

Make Claude
start with your work.

Thirty minutes. We build a daily routine in Claude Cowork together, then you take the pattern home. By the end you have a working morning brief that runs on its own.
STEP 1Download the desktop appClaude on your Mac or Windows machine.
STEP 2Open CoworkThe space where routines live.
STEP 3Build a routineConnect your tools, schedule it, done.
The problem we all share

The first 30 minutes,
every single morning.

20 to 40minutes spent stitching context together
5+tabs opened before real work starts
0of it is the actual job
Slack, email, calendar, docs. You open all of them and try to reconstruct what happened while you were offline. It feels responsible. It is just friction we quietly accepted.
The insight

Before Claude can do the work,
you feed it the work.

Paste the Slack thread. Add the email chain. Explain the deal, the people, what changed, what matters. By the time Claude has enough context, you have done a pile of clerical work for the model. Connectors end that.
The shift

From chatting with AI
to building systems that run for you.

Chatting (where most of us live)

  • ×You start every session from zero.
  • ×You assemble the context by hand.
  • ×One-off answers, gone tomorrow.

Building (where we are going)

  • A routine that runs on a schedule.
  • It pulls its own context from your tools.
  • It gets sharper every week as you tune it.
A routine is just a saved instruction plus a connection plus a schedule. That is the whole idea.

Three actions.
Everyone leaves having done them.

ACTION 1

Download the app

The Claude desktop app on your machine. Cowork lives there. Link is in the chat.

ACTION 2

Open Cowork

The home for routines and connectors. We all land on the same screen together.

ACTION 3

Build a routine

Connect three tools, paste one prompt, set a schedule. A working morning brief.

Beginner mode we do live, together. Medium and advanced I leave you with, so you keep going after today.
Two minutes, just think

The clearer your answers,
the better your brief.

One brief,
three levels of power.

BEGINNER · TODAY

The brief exists

A morning brief that pulls from three tools and runs every weekday. We build this together, live.

MEDIUM · THIS WEEK

The brief gets opinionated

Your priorities, your FOMO flags, your order. You tune it until it sounds like you, not a generic summary.

ADVANCED · ONGOING

The brief is a template

The same pattern applied to any recurring workflow. Pipeline prep, handoffs, weekly wraps. This is the real payload.

Everyone clears beginner today. Medium and advanced are where it becomes yours.
Beginner · we do this together

Build your
morning brief.

Laptops open. Claude desktop app, into Cowork. We are all on the same screen in sixty seconds.
Beginner build · live, together · in Cowork

A morning brief, scheduled every weekday.

  • 1In Cowork, connect three tools (one-time authorize):
    Calendar Gmail Slack
  • 2New routine, then paste the prompt on the right.
  • 3Set the schedule: weekdays, 7am, before you log on.
  • 4Run it once now to see your brief, then save. It fires on its own from tomorrow.
    Quiet inbox today? Tell Claude to brief on the last 3 days for the first run so you see it working.
Paste into your Cowork routine
You are my morning chief of staff. Every weekday at 7am, before I open
a single tab, give me a tight brief on what happened while I was offline
and what needs me today. Pull from my connected tools.

CALENDAR (today):
- Every meeting in order, with time and who is in it.
- Flag any meeting I own or organize.
- Flag back-to-backs and anything with no agenda.

EMAIL (last 16 hours):
- Anything that names me directly or asks me a question.
- Anything from my manager or a customer.
- Skip newsletters, receipts, and automated noise.

SLACK (last 16 hours):
- Threads where I was mentioned or my name came up.
- Decisions made while I was away in channels I care about.
- Skip the channels that are just noise to me.

Then output, in THIS order:
1. NEEDS ME TODAY: the 3 to 5 things that will not move
   without me, most time-sensitive first.
2. WOULD HAVE MISSED: 2 to 3 things I would not have
   caught on my own. This is my FOMO list.
3. TODAY AT A GLANCE: my calendar in one tight block.

Keep it skimmable in 90 seconds. No preamble. If a section has
nothing, say "nothing" and move on.
Medium · this week, at your desk

Make the brief opinionated.

  • 1Name names. Tell it which people, channels, and customers matter most.
  • 2Set the order. What you read first is what you care about first.
  • 3Flag your FOMO. The specific things you are always scared you missed.
  • 4Cut the noise. Tell it exactly what to ignore, by name.
Add lines like these to your prompt
Tune it to me. Layer these on top of the brief.

PEOPLE WHO MATTER:
- Always surface anything from Jacco, my direct customers, and
  anyone on my deal teams. Put them at the top.

MY FOMO LIST (always check, even if quiet):
- Decisions made in #leadership or #product while I was away.
- Any customer who went quiet on an open deal.
- Anything where I am the blocker and do not know it yet.

MY ORDER:
- Lead with what needs me, not with what is new.
- Group by customer, not by tool.

IGNORE, BY NAME:
- #random, #social, calendar invites I only optionally attend,
  and any automated digest.

Each Friday, ask me one question about what I would change in the
brief, and update yourself based on my answer.
Advanced · the real payload

The brief was the on-ramp.
The pattern is the point.

ROUTINE

Pipeline prep

Every Monday, pull my open deals and flag the ones that slipped or went quiet.

ROUTINE

Customer handoff

Before each call, assemble the account, last conversation, and open threads.

ROUTINE

Weekly wrap

Friday at 4, what got decided, what is still open, what to tee up Monday.

ROUTINE

Your turn

Any recurring context-assembly job you do by hand becomes a routine.

Pick anything you reassemble by hand on a rhythm. Write the brief once. Schedule it. That is the whole builder pattern.

The power is in the loop,
not the setup.

RUN

It fires

The routine runs on schedule and hands you the brief.

NOTICE

You spot a gap

It missed a thread, or buried something that mattered.

TUNE

One line

You add or cut a single instruction. Ten seconds.

COMPOUND

It gets sharper

Every week it fits you better. The gap between you and it closes.

A one-off chat is gone tomorrow. A routine you tune compounds for months.

Before you close
the laptop today.

The brief that runs tomorrow is the proof. The second routine is the habit.
Winning by Design™

Put your tokens
to work.

Stop spending them on one-off chats. Start spending them on systems that save you real time, every single day.
Winning by Design™ · Internal team workshop · Claude Cowork
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