Cowork Workflows
Step-by-step workflows for real tasks. Each is tested and documented with safety checks built in.
What's a Cowork workflow?
A workflow is a step-by-step guide to completing a task using Cowork. Each workflow includes:
- • The problem it solves — what you're trying to accomplish
- • Best use cases — when to use this workflow
- • Required access — what folders and tools Cowork needs
- • Step-by-step plan — how Cowork should approach the task
- • Full prompt pack — copy-paste ready prompts for Cowork
- • Verification checklist — how to verify the results
- • Safety notes — important warnings and considerations
All workflows are tested and include version info. Safety is built in from the start.
Browse all workflows
Click any workflow to see the full guide.
Cross-App Excel to PowerPoint Workflow
Analyze data in Excel and auto-generate a PowerPoint presentation from the findings — all in a single Cowork session using the Microsoft 365 connector.
Morning briefing from Google Calendar
Connect the Google Calendar connector and have Cowork deliver a daily morning brief with your schedule, prep notes, and top tasks.
Run Cowork tasks from your phone with Dispatch
Use Dispatch to assign and monitor Cowork tasks remotely from your mobile device while your desktop handles the work.
Use Computer Use for Tasks Without a Connector
Use Claude Computer Use to complete tasks in apps that don't have a Cowork connector yet. Start safely with read-only tasks, verify results, then expand.
Set Up a Cowork Project for Recurring Work
Create a persistent Cowork Project to maintain context across multiple sessions for ongoing tasks like weekly reports, research briefs, or document management.
Automate a daily briefing with Dispatch
Set up Dispatch to scan your calendar and task list, then deliver a morning brief to your phone.
Set up and run your first scheduled Cowork task
Learn how to automate a simple task with Cowork scheduling. Start with read-only, confirm permissions, then run.
Turn a folder of PDFs into a structured report
Extract data from multiple PDFs and compile into an organized report.
Clean and organize a downloads folder safely
Sort, deduplicate, and organize chaotic downloads with read-only checks.
Weekly KPI recap from spreadsheets → slide summary
Pull KPIs from spreadsheets and create slide-ready summaries.
Competitive research brief with cited sources
Compile competitive intelligence with proper source citations.
Rewrite and standardize a set of docs in a folder
Update docs for tone, style, and consistency across a folder.
Batch extract and format data from emails
Parse email threads and structure data in your preferred format.
Create a meeting recap from recording transcript
Turn raw meeting transcripts into structured action items.
Build a competitor matrix from multiple sources
Gather and organize competitive data into a comparison matrix.
Audit folder for sensitive files and generate report
Scan folders for potentially sensitive content and create an audit report.
Bulk rename and reorganize image files
Rename image files by content and organize into date-based folders.
Generate monthly newsletter from content folder
Curate and compile monthly content into a newsletter.
Extract and organize contact info from documents
Pull contact information from various documents and create a CSV.
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