AI toolkit · Claude setup guide

Get ready for Claude: all six tools.

Most people open Claude, type one prompt, get a mediocre answer and leave, because they’ve set up one tool out of six. Here are all six.

Sandy Carter’s infographic: 8 steps to set up your entire Claude Cowork
  1. 1

    Tool 1: Cowork

    • Download Claude at claude.com/download and open the Cowork tab.
    • Select a folder from your computer.
    • Build your brain file: create about-me.md with who you are, what you do and how you like to work.
    • Start every chat with: Read the files first. Then ask me questions before doing anything.
  2. 2

    Tool 2: Model

    • Pick the most capable model in the model picker. New ones arrive fast, and Sandy covers each release in her Forbes column.
    • Turn on extended thinking. Most people skip this and wonder why Claude feels generic.
    • Go to Settings › Connectors and link Slack, Google Drive and Notion.
    • Claude now reads your actual workspace.
  3. 3

    Tool 3: Excel

    • Open Excel and go to Insert › Get Add-ins. Search for “Claude by Anthropic” and install it.
    • Open any spreadsheet and ask: Give me a summary of each tab.
    • Claude lives inside the spreadsheet. It knows what D14 actually contains.
  4. 4

    Tool 4: Plugins

    • Go to claude.com/plugins and pick the one for your job: marketing, sales, legal, finance or data.
    • Click install, then type / in your next chat.
    • The signal: legal software companies lost $285B in market cap when these dropped.
  5. 5

    Tool 5: Artifacts

    • Nothing to install.
    • Ask Claude to build something: Create an interactive HTML calculator for [thing].
    • You get a working tool inside the chat. Not text, not a suggestion, but a thing you click and use.
  6. 6

    Tool 6: Projects

    • Go to claude.ai, click Projects and create one.
    • Upload your files and add instructions.
    • Every chat inside the project remembers your context.
    • Sandy’s honest take: Cowork replaced this for her, but for teams it still works.

Set up all six. It takes a day. Then you’ll understand why everyone switched.

Keep going

Sandy on Claude at Forbes.

AI first, human always

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