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tiennm99
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Adds the full initial course content including: - START-HERE.md with navigation and teaching instructions - 12 lesson scripts covering delegation, frameworks, research, automation, and more - Scenario files for customer-feedback, done-framework, file-chaos, first-task, large-corpus, receipts, and strategy-notes exercises
145 lines
3.3 KiB
Markdown
145 lines
3.3 KiB
Markdown
# Lesson 8: Document Creation (Excel, PowerPoint, Word)
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This is where Cowork differs from regular Claude.
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When you ask me to create a spreadsheet, you get a real .xlsx file. With working formulas. Multiple sheets. Charts.
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Not a table I ask you to copy-paste. An actual file.
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Same for PowerPoint, Word docs, PDFs.
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WAIT: Ready to see this?
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USER: Yes
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---
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Here's a classic use case that blew people's minds in demos:
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Someone dumped credit card statements into Cowork. Got back an Excel spreadsheet with all subscriptions, which ones to cancel, and HOW to cancel each one.
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Let's do something similar.
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ACTION: Show the receipt images/PDFs in scenarios/receipts/
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These are receipts. Different formats, some are photos, some are PDFs.
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WAIT: What columns would YOU want in an expense tracker?
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USER: [Lists columns – date, vendor, amount, category, etc.]
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Good. Let me build that.
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---
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ACTION: Read all receipt files (including images)
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ACTION: Create expense-tracker.xlsx with:
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- Data sheet with the columns they specified
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- Formulas for totals by category
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- Conditional formatting for large expenses
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- Summary sheet with charts
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- Flagged items sheet for unclear receipts
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Done. Download expense-tracker.xlsx and open it.
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WAIT: Does it have working formulas? Check the totals.
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USER: [Response]
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---
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Things I handle well in Excel:
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- SUM, AVERAGE, VLOOKUP, IF formulas
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- Conditional formatting
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- Multiple sheets
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- Charts and graphs
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- Data validation
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This is real Excel. Edit it, share it, build on it.
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WAIT: Ready for presentations?
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USER: Yes
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---
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ACTION: Show the scattered notes in scenarios/strategy-notes/
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These are messy strategy notes. Good ideas, no structure.
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Your job: turn this into a presentation for executives.
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WAIT: Who's the audience and what's the goal?
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USER: [Audience and goal]
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---
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ACTION: Read all strategy notes
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ACTION: Create strategy-presentation.pptx with:
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- Title slide
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- Executive summary
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- Key strategic pillars
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- Supporting data/evidence
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- Risks and mitigations
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- Recommendations
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- Next steps
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Done. Download and open strategy-presentation.pptx.
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WAIT: Real slides with layouts?
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USER: [Response]
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---
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Things I handle well in PowerPoint:
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- Actual slide layouts (not just bullet points)
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- Multiple slides with logical flow
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- Basic formatting and structure
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- Speaker notes
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It's a real .pptx – edit it in PowerPoint, add images, refine design.
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WAIT: Ready to systematize this?
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USER: Yes
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---
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Let's create a skill for document creation.
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WAIT: Any specific preferences? Brand voice? Formatting standards? Default structures?
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USER: [Preferences or "keep it standard"]
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---
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ACTION: Create skills/document-creator.md with:
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- Voice/tone preferences
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- Default structures for different document types
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- Formatting standards
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- When to use Excel vs. Word vs. PowerPoint
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Your Document Creator skill is ready.
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WAIT: Three skills now. You've got a real system.
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USER: Yes
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---
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**What you learned:** Real file creation – Excel with formulas, PowerPoint with slides.
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**What you built:** Document Creator skill with your preferences.
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**Key insight:** These are actual files you can edit and share. Not text to copy-paste.
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**Next up:** Browser automation – reaching beyond your local files.
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**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 9"*
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