hands-on ~

AI CEOs Workshop · Saturday, November 21, 2026

Master Claude for Business Owners

Fire Loven Pizza Co. · Rockwall, TexasTony Tovar

Get connected first

Wi-Fi

Network

FIRELVNPIZZA

Password

FIRELVNPIZZA

Get on the Wi-Fi now. We start hands-on in a few minutes.

YOUR WORKSHOP SLIDES

Follow along. Try it yourself.

Type this into your browser:

slides.tonytovar.com

Save the link for the exercises and resources.

Our Local Partner

Meet Tony Hernandez

Owner, Fire Loven Pizza Co.

For 3+ years, his family-run kitchen has brought wood-fired Neapolitan pizza to Rockwall, from his restaurant to events of every size.

15,000+

pizzas served

25,000+

guests fed

4.8★

110 Google reviews

Tony Hernandez is hosting us today at Fire Loven Pizza Co., our home for the day in Rockwall.

BEFORE WE BEGIN

Thank you for being here

We're glad you're building with us today.

VIP pass, coming soonCOMING SOON
Workshop pass
Inner Circle pass, coming soonCOMING SOON

EVERYONE HERE TODAY

You're Batch 1, the first AI CEOs workshop in the US. Thank you for choosing to spend this day learning and building with us.

WE APPRECIATE YOU

VIP & INNER CIRCLE · COMING SOON

Small-group VIP sessions and our Inner Circle membership are on the way. Want in early? Ask Tony after the workshop.

ASK US AFTER THE WORKSHOP

Today's Schedule

The Agenda

10:00

Arrive

Get on the Wi-Fi. Open Claude.

10:15

Get started with Claude

Hands-on. Build a real website and a simple automation from scratch.

12:00

Lunch break

Short break. Quick questions with Tony.

1:00

You build

Your own business problem, with guidance.

2:00

The AI CEOs Rockwall Inner Circle Coming soon

Our membership is on the way. Ask us about it after the workshop.

2:15

Connect

Drinks and networking.

3:00

VIP small-group Q&A Coming soon

Not running yet. Ask Tony after the workshop to hear when it starts.

AI CEOs Workshop · Rockwall, Texas

You are Batch 1

Our first batch in the US. Thirteen batches came before you in Thailand.

Photos from AI CEOs workshops in Thailand

500+ business owners trained in person. 10,000+ coached online.

NOW IT'S YOUR TURN

AI NEWS - What changed. What it means for your business.

AI news · September 22 · Claude Opus 5.5

Claude just got better at getting work done.

How smart

Fable 5.1 top model
Opus 5.5

Same level

Cost of a typical task

Opus 5
Opus 5.5

40% cheaper

Builds software
Clearer writing
Better with numbers

Anthropic reports these improvements. Opus 5.5 announcement

AI news · last 3 weeks

Claude got cheaper and faster.

Oct 7 · Haiku 5.5

Haiku 4.5
100
Haiku 5.5
25

75% cheaper to run

Anthropic's fastest model yet, built for high-volume jobs.

Sep 28 · Sonnet 5.5

30%+ faster

And up to 30% cheaper per task than Sonnet 5.

What it means for you: start with one job you repeat every week.

Anthropic announcements: release notes, Haiku 5.5, Sonnet 5.5. Savings vary by task.

AI news · October 8, 2026 · Claude Dashboards (beta)

Claude can now build live dashboards.

Claude builds a live bike share dashboard from a year of ride data: trip totals, empty-dock moments and charts of rides per day and by hour.

"Make a dashboard of our ride data" → a live dashboard that stays up to date with your data. Paid plans.

Same day: Claude Docs, Slides & Design are out of beta, on every plan including Free.

Screenshot: Anthropic, Dashboards and Motion announcement.

AI news · October 8, 2026 · Claude Motion (beta)

Claude Motion turns your report into a video.

Real animated video, made by Claude, export as MP4. No AI-generated people. Team and Enterprise plans.

Video: Anthropic, Dashboards and Motion launch film.

Act 1 · The shift

The economics of intelligence.

What changes when getting work done becomes cheap?

Before

More work = more people

Time
Cost
Meetings

Now

1 person + AI = entire departments

+
MarketingSalesSupportAdminFinanceContent

One person with AI can now do the work of entire departments.

Act 1 · The bigger picture

Every big technology changed the economy. AI is the biggest one yet.

Extra growth added to the world economy each year, per technology wave

+4%+8%+12%+16%0 Steam engine1800sRailroads1850sElectricity, cars, phones1900sComputer chips1960sInternet2000s AI + robotsthe biggest wave yet We are here 1800182518501875190019251950197520002025

Source: ARK Invest, Big Ideas, estimated economic impact of general purpose technologies. Wave heights are approximate; the AI wave is ARK's forecast.

Signal 01 · Adoption speed

Years became months.

How long it took to reach 100 million users

Facebook
100M
4.5 years2004 to 2008
ChatGPT
100M
2 monthsNov 2022 to Jan 2023
0× faster to 100M
And 900M+ people use ChatGPT every week (Feb 2026)

Sources: Meta; UBS/Similarweb via Reuters; OpenAI, 2026

Signal 02 · Work

You stop doing the work. You direct it.

Your workday, now

YouBuild my pages
AIBuild my pages
YouSell to my customers
AISell to my customers
YouEdit my videos
AIEdit my videos
YouReply to messages
AIReply to messages
YouWrite my posts
AIWrite my posts
YouRun my ads
AIRun my ads
YouDo the admin
AIDo the admin
YouEverything else
YouDirect it, like a CEO
7 of 8

jobs done by AI.You are the CEO.

Signal 03 · Business

Businesses are already reorganizing.

0%

expect AI to transform their business

0%

plan to speed up task automation

0%

expect fewer staff as AI gets more capable

Source: World Economic Forum, Future of Jobs Report 2025

Signal 04 · Next 12 months

This is not about 2035. It is about next year.

People were asked: “Will AI do more of your work in the next 12 months?”

Yes
Yes
Yes
Yes
Yes
Yes
 
 
 
 

0 out of 10 said yes.

And more than 1 in 3 expect AI to do most or nearly all of their work.

It is happening next year. The people who start now get ahead.

Source: Anthropic Economic Index, June 2026

The shift

Chatbots answer. Agents execute.

Chatbot

Ask a question → get text

You still do the work.

Agent

Give a goal → it gets done

Goal
Plan
Execute
Check
Report

The work comes back done.

The shift · Watch an AI agent work

One goal in. The whole job done.

Your goal

Find who has not paid, remind them, tell me the total.

Makes a plan

Open invoicesFind unpaidAdd it upEmail them

Opens the browser

invoices

Invoices · October

Does the math

Lotus Spa $3,200Corner Bistro $1,850Mint Dental $3,400$8,450 unpaid

Sends the emails

3 reminders sent

Reports back

Done. 3 customers owe $8,450. Each got a friendly reminder.

Strategic implication

When intelligence gets cheaper, ownership matters more.

Tony Tovar
Brand
Audience
Data
Distribution
Systems

These are the assets AI amplifies.

The consequence

Two companies. Same market. Different economics.

Company A

Hires a person for every new task

Headcount 0 people · cost goes up every time

Company B

Builds reusable AI workflows

Headcount 1 person · output goes up every time

One scales headcount. The other scales capability.

Your new role

You do not need to become the best prompt writer.

You need to set the direction.

Tony Tovar pointing
GoalsWhat winning looks like
PrioritiesWhat comes first
StandardsWhat good enough means
ConstraintsWhat it must never do

Today

We are building your AI operating system.

1. You say what you want2. Your AI system does the work3. It comes back done

“Follow up with every new lead”

Business context
Connected agents
Reusable assets
Phone control
Emails sent
Docs written
Reports ready
Numbers tracked

You set the goal. The system handles the execution.

Tony Tovar holding a sign that reads: I want to KNOW about you!

Now it's your turn

Introduce yourself.

Under 40 seconds
1

Your name

2

What you do

3

What you hope to learn here

Stand up. Mic up. Keep it tight.

At the end of today

Your certificate

Everyone who finishes today gets a certificate, so you can add it to LinkedIn if you want.

The certificate on the right is an example.

Example

Real Claude use case

Claude as your personal AI video editor

Potential saving $1,000+ per month

Before · Raw take, no edits

▶ Click to play the original

After · Finished reel

▶ Click to play the result

Example workflow · Creative EXAMPLE

From one image to a moving scene.

1One image

A dragon character on a clean background

Start with one character image: a drawing, a photo or an AI image.

→

2Claude plans the shots

SHOT 1 · 4 SEC

Wide. The dragon on a cliff at dusk, wings folding in.

SHOT 2 · 3 SEC

Close-up. One eye opens, firelight on the scales.

SHOT 3 · 3 SEC

The dragon leaps; the camera follows it into the clouds.

It writes the story, the shot list and the prompt for every shot.

→

3A video tool animates it

Paste each prompt into an image-to-video tool like OpenArt or Runway.

→

4The scene

123

Claude puts the order, timing and music notes together into a 10-second scene.

Ready for a product teaser, a story reel or a short film.

CLAUDE PLANS & WRITES → THE VIDEO TOOL ANIMATES → YOU DIRECT

Example workflow. Claude does the planning and writing; the moving images come from a separate image-to-video tool.

Example workflow · Lead capture MADE-UP BUSINESS

From website form to a ready-to-call lead.

1The form

What do you need?
Kitchen remodel
Timeline
Within 3 months
Budget
$25k – $40k
Get my free quote

A visitor to Lakeview Kitchen & Bath answers 3 questions.

→

2Claude qualifies

✓Service we offer
✓Budget fits our range
✓Ready within 90 days

LEAD SCORE

HOT LEAD

Checks the answers against your rules and scores the lead.

→

3Lands in Gmail

Gmail · Inbox

New HOT lead: kitchen remodel, $25k–$40k, within 3 months

Sarah M. · (972) 555-0148 · just now

  • Wants: full kitchen remodel
  • Timeline: start by February
  • Budget: $25k–$40k
✎ Reply drafted for you

A clean summary and a drafted reply, waiting for you.

→

4You call

Call Sarah todayYou spend your time on the conversation, not the paperwork.

The only step that needs you.

AI QUALIFIES ON AUTOPILOT → YOU FOLLOW UP & CLOSE

Example only: Lakeview Kitchen & Bath is a made-up business. Built with a web form, Claude and the Gmail connector.

Pair up

Remove one annoying task.

Students working in pairs on their laptops at a previous AI CEOs workshop in Bangkok
1
Team upTell each other what your business does.
2
Pick one annoying taskSomething you repeat every week.
3
Design the automation
What starts it→What AI does→Finished result
Tony picks the winner

5-minute build sprint

Turn the idea into one clear automation.

Work with your partner. Keep it simple enough to explain in one sentence.

05:00
DONE! Time to share

Before time runs out

1What starts it?
2What should AI do?
3What result appears?

Be ready to share your answer.

Ready when you are

The Claude Pyramid - Let's Climb. Three levels, we start at the bottom and work our way up. Level 1 Know Claude, Level 2 Work with Claude, Level 3 Build with Claude.

How you work with Claude

One AI. Two ways to work.

A business owner at a laptop handing Claude files, research and a checklist

Cowork

Do this for me

Ask, think it through, then hand over the whole task.

Answers · drafts · files · research · apps · recurring work

A construction site with tools and a code screen

Claude Code

Build this for me

Create working systems that keep running.

Websites · tools · integrations · automation

Cowork = delegation | Code = construction

Quick setup check - Claude account and Pro plan

First exercise · Step 1 of 2

Give Claude a home for your business.

1Click Projects
2Click New project
3Name it after your business, then Create project
4Next to Instructions, click Add
5Paste the text below, then Save instructions

New

Projects

Artifacts

Scheduled

Design

Customize

More

Pinned

Recents

YYour name · Pro

What shall we think through?

How can I help you today?
Project Sonnet 5.5 Medium   Manual

Projects

New project

Projects

New project

Create a project

What are you working on?

My Bakery Business

What are you trying to achieve?

Describe your project, goals, subject, etc...

Context optional

Add context
CancelCreate project

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Set project instructions

Provide Claude with relevant instructions and information for sessions within My Bakery Business. This will work alongside your profile instructions and the selected style in a session.

Think step by step and show reasoning for complex problems. Use specific examples.You are my business assistant. Always use the AI-CEO-CONTEXT file in this project before answering. Give practical, step-by-step answers I can use today. Keep it short. If important information is missing, ask me one clear question. Never invent facts about my business.Ctrl + V
CancelSave instructions

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Instructions saved
You are my business assistant. Always use the AI-CEO-CONTEXT file in this project before answering. Give practical, step-by-step answers I can use today. Keep it short. If important information is missing, ask me one clear question. Never invent facts about my business.

First exercise · Step 2 of 2

Load your AI-CEO-CONTEXT file.

1Next to Context, click Add
2Upload from device, then Files
3Choose AI-CEO-CONTEXT.md, then Open
4Click the box New session in ... (inside the project)
5Paste the prompt below, then send

New

Projects

Artifacts

Scheduled

Design

Customize

More

Pinned

Recents

YYour name · Pro

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Upload from device

Add text content

Your connected apps

Files

Folder

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

MemoryView

ScheduledAdd

Private

Open

Downloads

Desktop

Documents

invoice-september.pdf

AI-CEO-CONTEXT.md

menu-photo.jpg

price-list.xlsx

CancelOpen

Projects / My Bakery Business

My Bakery Business

New session in My Bakery Business

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

AI-CEO-CONTEXT.mdMD

MemoryView

ScheduledAdd

Private

Projects / My Bakery Business

My Bakery Business

Read my AI-CEO-CONTEXT file. In 5 short bullet points, tell me what you understand about my business. Then suggest the 3 tasks you could take off my plate this week, starting with the one that saves the most time.Ctrl + V

Add folder

Sonnet 5.5 Medium   Manual

Claude references the same knowledge every time you talk to it in this project.

InstructionsAdd

ContextAdd

AI-CEO-CONTEXT.mdMD

MemoryView

ScheduledAdd

Private

Projects / My Bakery Business / New session

Read my AI-CEO-CONTEXT file. In 5 short bullet points, tell me what you understand about my business. Then suggest the 3 tasks you could take off my plate this week, starting with the one that saves the most time.

Here is what I understand about your business:

Read my AI-CEO-CONTEXT file. In 5 short bullet points, tell me what you understand about my business. Then suggest the 3 tasks you could take off my plate this week, starting with the one that saves the most time.

No file? Open ai-ceo-context-builder.ywest.chatgpt.site (6 minutes), or type 5 lines about your business into Instructions.

5 minutes · Your business Project

Set up your Project. Load your context.

Follow steps 1-6. Ask the room for help if you get stuck.

05:00
DONE! Time to share

Before time runs out

1Project created
2AI-CEO-CONTEXT.md uploaded
3Claude listed your 3 tasks

Be ready to read your 3 tasks out loud.

Ready when you are

Before we go further · AI safety

5 habits that keep your business safe.

1. Never paste secrets. No passwords, ID or passport numbers, card or bank details, API keys.
2. Anonymise people. Use "Customer A" instead of names, phones and emails. Never paste patient or health data.
3. Check before you send. Claude can be confidently wrong. Verify numbers, prices, dates, and anything legal, tax or medical.
4. Connect only what you need. Give each connector the least access that does the job. Disconnect what you stop using.
5. You approve the actions. Read what Claude will send, delete or pay for before you click yes.

AI safety · Your questions answered

"But is it safe?"

Does Claude train on my chats?
Free, Pro and Max: only if Help improve Claude is on. Turn it off in Settings → Privacy. Team and Enterprise plans are not used for training.
Can other people see my Project?
No. On personal plans your chats and Projects are private to your account unless you share a link.
What can a connector do?
Only what you sign in and approve. Claude asks before sensitive actions. Remove it anytime in Settings → Connectors.
Is it CCPA or HIPAA compliant?
That depends on what you share. The tool doesn't make you compliant; your habits do. Anonymise customer data.
Will it make mistakes?
Yes, sometimes. Treat it like a fast new employee: great first drafts, and you check the final version.
Will it replace my staff?
It takes repeated tasks off their plate. People still own the customer, the judgement and the decision.

Easy trick

Ask Claude to show you.

Add these words to the end:

in an interactive way

Claude builds something you can play with. Not just text.

Only got text?Reply: "Make it interactive."Works on claude.ai and the desktop app. Not the phone app yet.
Show me how my profit changes with my priceand number of customers, in an interactive way.
Claude is building it
ClaudeDrag the sliders

Profit per month

Total profit over 12 months:

Your turn

Open Claude. Type "Show me..."

End with "in an interactive way". Then make it yours.

📈 "Show me how my profit changes when I raise my prices, in an interactive way"

🎯 "Show me my sales funnel from ad click to paying customer, in an interactive way"

🧾 "Show me where my money goes each month: rent $4k, staff $12k, ads $2k, software $500, in an interactive way"

⏱ "Show me how many hours a week I save if AI does my 3 most repeated tasks, in an interactive way"

💰 "Show me how $10,000 grows at 7% a year for 20 years, in an interactive way"

📅 "Show me a 12-week plan to launch my next product, in an interactive way"

Pick one, or write your own. You have 3 minutes. Use a laptop: visuals don't show in the phone app. Only got text? Reply "Make it interactive."

✍

Take a Few Minutes

Keep asking Claude to show you. Try different prompts.

Ask Claude to show you something about YOUR business.

5 minutes · Show me

Build one interactive visual. Then make it yours.

Use a laptop, not the phone app. Only got text? Reply “Make it interactive.”

05:00
DONE! Time to share

Before time runs out

1Ask for one visual
2Move a slider or click it
3Ask for one about your business

Show your neighbour your best visual.

Ready when you are

Still Level 1

3 More Moves to Know Claude

Quick wins that make every future chat better.

🧠
Memory
Teach it who you are
🎨
Claude Design
Create visuals in one prompt

Your turn · Memory

Teach Claude who you are.

1Click your name (bottom left)
2Click Settings
3Click Memory
4Turn on Generate memory from chats
5Paste the text below in Tell Claude what to change, then send

New

Projects

Artifacts

Scheduled

Design

Customize

More

Pinned

Recents

YYour name · Pro

What shall we think through?

How can I help you today?
Project Sonnet 5.5 Medium   Manual

you@yourbusiness.com

Settings Ctrl+Shift+,

Usage

Language

Get help

View all plans

Get apps and extensions

Log out

Search

Settings

General

Account

Privacy

Billing

Usage

Capabilities

Memory

Design systems

Reflect

Time and focus

Claude Code

Claude in Chrome

Customize

Skills

Connectors

Appearance

Theme
Chat font
Transcript text size
Motion

Memory

Search and reference chatsAllow Claude to search for relevant details in past chats.
Generate memory from chatsAllow Claude to generate memory from your chats.
Include sensitive topics in memoryHealth conditions, religious beliefs and similar.

You

PreferencesHow you want Claude to respond
ProfileWho you are
Tell Claude what to changeRemember this about me and my business: I run [business name], a [what you do] for [your customers]. My tone is [e.g. friendly, direct, no-jargon]. My main offer is [your offer]. Save this and use it in every future chat we have.Ctrl + V
Claude updated your memory
Remember this about me and my business: I run [business name], a [what you do] for [your customers]. My tone is [e.g. friendly, direct, no-jargon]. My main offer is [your offer]. Save this and use it in every future chat we have.

Your turn · Claude Design

Build a prompt that makes Claude Design look amazing.

  1. 1Choose
  2. 2Your details
  3. 3Your prompt

What do you want to build? Tap one

Tell Claude about your business

Pick a style
Brand colors (optional)
Language
Only the first two boxes are required. The rest makes it better.
Prompt ready

Go to Claude Design
  1. 1Open Claude and click Design in the sidebar.
  2. 2Paste the prompt and press Enter.
  3. 3Ask for changes in plain words: "make the photos bigger".

5 minutes · Memory + Design

Teach Claude who you are. Then design one visual.

Memory first. Claude Design is a bonus (Pro plan or higher).

05:00
DONE! Time to share

Before time runs out

1Memory is on
2Your business details saved
3Bonus: one design in Claude Design

Who got a post that sounds like them?

Ready when you are

🍴

Lunch Break

Enjoy your meal. We'll start again at 1:00.

Feel free to keep playing with Claude while you eat.

🙋

Quick Q&A

Questions about anything so far?

💬 Chat, Show, Cowork... anything unclear?
🔌 Claude connectors... need help setting one up?
🤔 How would YOU use this in your business?

Know your controls

Model, effort, permissions: all in one spot.

1Under the chat box, click Sonnet 5.5 Medium
2Pick a model for the job
3Effort: how hard Claude thinks
4Click Manual: the permission mode
5In Claude Code you get 4 permission modes

New

Projects

Artifacts

Scheduled

Design

Customize

More

Pinned

Recents

YYour name · Pro

What shall we think through?

How can I help you today?
Project Sonnet 5.5 MediumManual

Hardest jobs. Uses the most.Fable 5.1For your toughest challenges

Complex, many steps.Opus 5.5For complex work and everyday tasks

Start here for everyday work.Sonnet 5.5Most efficient for simpler tasks

Quick, simple answers.Haiku 5.5Fastest for quick answers

EffortMedium

More models

Higher effort means more thorough responses, but takes longer and uses your limits faster.

Quick fixes and simple questions.Low

Most work. Start here.Medium Recommended

Plans, analysis, tricky writing.High

Big jobs with many steps.Extra

Hardest problems only. Uses 5× more.Max 5× or more usage

Permission mode

New tasks, money, customers. Safest.ManualClaude asks before using new tools or opening new sites.

Tasks that already work well.AutoClaude runs on its own and pauses to ask if anything looks unsafe.

Claude Code · New session

Describe what to build...
DefaultRepoAutoOpus 5.5 High

Permissions · this session

Makes a plan first. Changes nothing until you say yes.PlanCreate a plan before making changes

Edits files without asking. Use when you trust the plan.Accept editsAutomatically accept all file edits

Claude decides when to ask. Everyday building.AutoClaude handles permission decisions

Never asks. Experts only, on a test project.Bypass permissionsNever asks (Claude Code on your computer)

Which Claude for which job?

Speed, cost and performance.

Start here Car

Sonnet 5.5

The car · everyday

Emails, summaries, documents, slides and spreadsheets.

Speed
Cost
Performance
Van

Opus 5.5

The van · complex work

Analysis, automation, building tools. Jobs with many steps.

Speed
Cost
Performance
Crane

Fable 5.1

The crane · biggest jobs

Hard thinking and long projects with many stages.

Speed
Cost
Performance

Not sure? Start with Sonnet 5.5. Too hard for it? Move up to Opus 5.5.

Speed from Anthropic's model guide (fast, moderate, slower). Cost dots follow Anthropic's published prices: about 1x, 2x and 5x. Performance: Fable 5.1 is Anthropic's model for the hardest work, Opus 5.5 matches it on most work, and Sonnet 5.5 comes close to Opus on many tests. Models overview ↗

Effort

How hard should Claude think?

Low

Thinking
Uses your limit

Quick replies, fixing a sentence, simple questions.

MediumRecommended

Thinking
Uses your limit

Most work: emails, posts, documents, summaries.

High

Thinking
Uses your limit

Plans, analysis, tricky writing, numbers.

Extra

Thinking
Uses your limit

Big tasks with many steps.

Max5×+ usage

Thinking
Uses your limit

Only the hardest problems. Uses 5× or more.

Start on Medium. Go higher only when the answer is not good enough.

Permissions

How much should Claude ask you first?

Asks you a lotNever asks

Claude Code

Plan

Makes a plan first. Changes nothing until you say yes.

Use it forBig changes. When you are learning.

Cowork (chat)

Manual

Asks before using new tools or opening new sites.

Use it forNew tasks, your accounts, money, customers.

Claude Code

Accept edits

Edits files without asking. Still checks with you on other things.

Use it forYou trust the plan and want speed.

Cowork + Code

Auto

Runs on its own. Pauses to ask if anything looks unsafe.

Use it forTasks you have done before. Research.

Claude Code

Bypass permissions

Never asks. Does everything.

Use it forExperts only, on a test project. Never with real customer data.

Today: keep Manual. Switch to Auto once a task works well.

Usage limits

Two fuel tanks. Both need fuel.

5-hour session

Refills 5 hours after you starte.g. start 8pm, refills 1am

This week

Refills on your own dayExample: Thursday 10pm. Yours may differ.

What burns fuel fastest

Max effortFable modelVery long chatsBig filesClaude Code

Make it last

New chat for each new topicSonnet + Medium for everyday workHaiku for quick answers
Check your reset times: your name (bottom left) › Usage

Current sessionResets at 1:00 AM37% used

This weekResets Thursday 10:00 PM35% used

Connectors

Connect Claude to the apps you already use.

It reads and acts in your real tools, not just chat.

Claude

Gmail

C

Canva

Google Calendar

N

Notion

Google Drive

HubSpot

Microsoft 365

Slack

Watch first · Connect Gmail

Connect an app in 6 clicks.

1Click your name (bottom left)
2Click Settings
3Click Connectors
4Click Discover
5Click + on Gmail
6Sign in, then click Allow
7Done. Gmail is in Yours ✓

New

Projects

Artifacts

Scheduled

Design

Customize

More

Pinned

Recents

YYour name · Pro

What shall we think through?

How can I help you today?
Project Sonnet 5.5 Medium   Manual

you@yourbusiness.com

Settings Ctrl+Shift+,

Usage

Language

Get help

View all plans

Get apps and extensions

Log out

Search

Settings

General

Account

Privacy

Billing

Usage

Capabilities

Memory

Design systems

Reflect

Time and focus

Claude Code

Claude in Chrome

Customize

Skills

Connectors

Plugins

Appearance

Theme
Chat font
Transcript text size
Motion

Connectors

YoursDiscover

SearchAdd
ConnectorTypeStatus

Your connected apps show up here.

Top connectors 6348Show all →

Google Drive Search, read, and upload files instantlyby Google
Gmail Draft replies, summarize threads, & search your inboxby Google
Google Calendar Manage your schedule and coordinate meetings effortlesslyby Google
C
Canva Search, create, autofill, and export Canva designsby Canva
Microsoft 365 Access your company's SharePoint, OneDrive, Outlook, and Teams directly...by Anthropic
N
Notion Connect your Notion workspace to search, update, and power workflows...by Notion
ConnectorTypeStatus
GmailWeb

Sign in

Allow Claude to access your Gmail

you@yourbusiness.com

  • Read and search your emails
  • Write draft replies
CancelAllow
Gmail connected

Once it is connected

Now just ask.

GmailSort my inbox
Summarize my unread emails from the last 2 days. Flag anything that needs a reply today, and draft short replies for the top 3.
Google CalendarFind free time
Look at my Google Calendar for next week. Find three free 1-hour slots for a client call, mornings if possible.
Google DriveFind a file
Find my latest price list in Google Drive and sum it up in 5 short bullet points I can send to a customer.
C
CanvaMake a post
Use Canva to make an Instagram post for my business [name] about [your promo]. Clean, modern, bold text.
N
NotionPull my tasks
Search my Notion for meeting notes from this month. List every task, who owns it, and the due date.
HubSpotChase old deals
Show my HubSpot deals with no contact in the last 14 days. Draft a short, friendly follow-up for each one.

Stay safe

You stay in control.

Claude asks first

Before it sends, posts or deletes, it asks you.

Send this email to Paige?

DenyAllow

Remove it anytime

Settings › Connectors › Yours. One app, gone.

GmailRemoved

Start with reading

Ask it to find and sum up first. Send and post later.

Find, sum up, draft Today

Send, post, delete Later

Today: keep permission on Manual.

5 minutes · Connectors

Connect one app. Let Claude use it.

Click +, then Allow. Then paste a prompt from the cards.

05:00
DONE! Time to share

Before time runs out

1App connected
2Prompt pasted
3Result landed

Show your neighbour what Claude did.

Ready when you are

Cowork power moves

8 jobs Claude can finish for you.

01Crowd favouriteSales boardFrom your customer listsales-pipeline.html
02Sales dashboardFrom any spreadsheetsales-dashboard.html
03Invoice sheetFrom a pile of invoicesinvoices.xlsx
04WebsiteFrom a short briefsweet-mango-cafe.html
05Price quoteFrom one sentencequote.pdf
06Review reportFrom your reviewsreview-report.html
07Staff scheduleFrom your rulesstaff-schedule.xlsx
08Clean folderFrom a messy oneDownloads, sorted

Not answers. Finished files. Watch me do each one, then you pick one.

Use case 1 of 8 · Sales

Your customer list becomes a sales board.

sales-pipeline.htmlClaude is workingDone in 2 minSample file

New lead4

$32,200

CarlosCW Property$16,800
TomRussell Law$7,200
CoryDigital Starter$6,400
NinaBloom Cafe$1,800

Contacted3

$9,400

SofiaSM Beauty$3,800
WadeWK Consulting$3,000
PaigePaige Fitness$2,600

Proposal3

$53,200$19,200

MikeReynolds Build$34,000
KevinBK Auto Parts$11,200
KaylaKay Film$8,000

Negotiating2

$10,800

WillFood Trucks$6,000
AaronBrooks Dental$4,800

Won2

$2,520$36,520

RachelSweet Treats$1,400
NatalieNatalie's Flowers$1,120

Lost1

$2,200

PaulaPaula Travel$2,200
Deal won · $34,000

Use case 2 of 8 · Numbers

Your sales file becomes a live dashboard.

sales-dashboard.htmlClaude is workingDone in 3 minSample file

Total sales

$17,440January to March

Best month

March$6,860 in sales

Still unpaid

$4,3606 customers owe you

Sales by month +33%

$5,168Jan
$5,412Feb
$6,860Mar

Sales by type

  • Services 39%
  • Marketing 32%
  • Design 14%
  • Other 15%

3 ways to grow

Repeat the March promo

Sell more monthly plans

Chase $4,360 unpaid

Use case 3 of 8 · Admin

A pile of invoices becomes one clean sheet.

invoices.xlsxClaude is workingDone in 2 minSample file

Invoices read

8/8

Typed by hand: 0

Mistakes: 0

INVOICE

Fresh Harvest$3,420

INVOICE

Kitchen Pro$4,673

INVOICE

Bright Pixel$3,530

INVOICE

Peak Coffee$1,056

INVOICE

Bayside Marine$2,940

INVOICE

Silk & Thread$2,376

INVOICE

Northstar Tech$3,420

INVOICE

Green Garden$3,390
InvoiceCompanyDateDueTotalStatus
INV-001Fresh Harvest5 Jan4 Feb$3,420
INV-002Kitchen Pro12 Jan27 Jan$4,673
INV-003Bright Pixel18 Jan17 Feb$3,530Unpaid
INV-004Peak Coffee22 Jan5 Feb$1,056
INV-005Bayside Marine28 Jan27 Feb$2,940Unpaid
INV-006Silk & Thread3 Feb5 Mar$2,376
INV-007Northstar Tech8 Feb10 Mar$3,420Unpaid
INV-008Green Garden14 Feb1 Mar$3,390

8 invoices · total

$24,805

Still unpaid

$9,8903 to chase

Use case 4 of 8 · Marketing

A short brief becomes a real website.

sweet-mango-cafe.htmlClaude is workingDone in 5 minSample file
sweet-mango-cafe.html
Sweet Mango CafeMenuCateringVisitBook a table

214 Main Street · Open 7am to 9pm

Where Thai sweetness meets your morning coffee.

★★★★★ Loved by 5,000 followers

See the menu
Sweet Mango

Where Thai sweetness meets your coffee.

Book a table
Mango sticky rice$9
Matcha mango cake$8

Works on a phone too

Use case 5 of 8 · Sales

One sentence becomes a quote to send.

quote-bloom-cafe.pdfClaude is workingDone in 2 min
YouQuote for Bloom Cafe: new logo and menu design. Give 3 options.

Price quote

Bloom Cafe Eastside

2 weeks50% to startReply YES to begin

quote-bloom-cafe.pdf
Ready to send

Basic

$750
  • New logo
  • 2 drafts
  • Files for print and web
Choose Basic
Most popular

Standard

$1,400
  • Logo and menu design
  • 4 drafts
  • Print-ready menu
Choose Standard

Premium

$2,250
  • Logo, menu and social kit
  • Unlimited drafts
  • 10 Instagram templates
Choose Premium

Use case 6 of 8 · Customers

Your reviews become a fix-it list.

review-report.htmlClaude is workingDone in 2 minSample file

30 reviews read

★★★★★

"Best mango sticky rice in town!"

Love
★★★★★

"Waited 25 minutes at lunch."

Fix
★★★★★

"Staff are so friendly."

Love
★★★★★

"Wi-Fi kept dropping."

Fix

+ 26 more

Customers love

Mango sticky rice14
Friendly staff9
Great for photos7

Fix first

Slow at lunch6
Wi-Fi drops4
Hard to park3
Reply ready to post"Thank you, Ann. You are right, lunch was too slow. We now have a second cashier from 12 to 1. Your next Thai tea is on us."

Use case 7 of 8 · Team

Your staff rules become next week's schedule.

staff-schedule.xlsxClaude is workingDone in 1 min
MonTueWedThuFriSatSunHours
MayaOff8 to 2Off2 to 82 to 88 to 22 to 830
Jake8 to 22 to 8Off2 to 88 to 28 to 2Off30
PriyaOff8 to 22 to 8Off2 to 82 to 88 to 230
Leo8 to 2Off2 to 88 to 2Off2 to 82 to 830
Sam2 to 8Off8 to 28 to 2Off2 to 82 to 830
Ava2 to 82 to 88 to 2Off8 to 2Off8 to 230
2+ people every shiftEveryone gets 2 days offJake is off on SundaySame hours for all: 30

Use case 8 of 8 · Admin

A messy folder becomes neat and sorted.

DownloadsClaude is workingDone in 1 minSample file

Before · Downloads

IMG_20260112_142356.jpg
asdfsdf.pdf
pls fix.docx
scan001.pdf
receipt_7eleven_2.jpg
tax stuff DO NOT DELETE.pdf
WhatsApp Image 2026-01-20.jpeg
New Document (4).docx

Receipts2 files

Target receipt $132.40.jpg
7-Eleven receipt $14.62.jpg

Contracts2 files

Shop lease 214 Main St.pdf
Barista contract draft.docx

Tax2 files

IRS EIN letter CP 575.pdf
1099-NEC summary 2025.pdf

Marketing2 files

February content calendar.docx
Matcha mango cake photo.jpeg

Your turn · Pick one

Pick one. Make it yours.

1Copy the prompt2New chat. Click + to add the file3Paste. Press Enter.

2 min
Sales boardFrom your customer list
Sample file
3 min
Sales dashboardFrom any spreadsheet
Sample file
2 min
Invoice sheetFrom a pile of invoices
Sample file
5 min
WebsiteFrom a short brief
Sample file
2 min
Price quoteFrom one sentence
No file needed
2 min
Review reportFrom your reviews
Sample file
1 min
Staff scheduleFrom your rules
No file needed
1 min
Clean folderFrom a messy folder
Sample file

Take a few minutes

Open your file. Show your neighbour.

Download it
Open it
Ask for one change
Show your neighbour

Who wants to show the room?

5 minutes · Cowork builds

Finish one build. Open the file.

Any of the 8. Download it and open it.

05:00
DONE! Time to share

Before time runs out

1Result downloaded
2File opened and checked
3One change requested

Who wants to show their screen?

Ready when you are

Content Creation

Create Viral Content
with Proven Frameworks

Most people ask AI to "write a post" and get generic garbage.
We're going to give it a proven framework and get gold.

Why Most AI Content Fails

❌ What people do

  • "Write me a social media post about my cafe"
  • Generic. Boring. Sounds like AI.
  • No hook. No structure. No emotion.

✅ What we'll do

  • Give Claude a proven viral framework
  • Feed it YOUR business details
  • Get a script that follows the same structure top creators use

Your Secret Weapon

12 Viral Script Frameworks

Download this PDF. Upload it to Claude. Ask it to pick the right framework for your business and write you a script.

🌟 Bandwagon
💥 Contrarian
📝 Listicle
👤 Founder Story
💡 How-To
🎬 Organic
🔥 PAS
📷 Ugly Ads
💪 Objections
⚖ Us vs Them
🎁 Triple G
👀 Tease
⬇ Download Scripting Frameworks PDF

Save this. You'll use it every time you create content.

Let's Try Together

🎬 Create Your Viral Script

Step 1: Upload the PDF

Open Cowork. Attach the Scripting Frameworks PDF you just downloaded.

Step 2: Paste this prompt

Read this scripting frameworks document. I run a [describe your business in 1-2 sentences]. Pick the best framework for my business and write me a 30-second video script I can use for social media. Make it feel natural, not salesy. Include the hook, body, and call to action.

Claude will analyze all 12 frameworks and pick the best one for YOUR business.

✍

Take a Few Minutes

Wait for your script. Read it. Ask Claude to tweak the tone or make another version.

Try: "Make it more casual" or "Write a second version using the PAS framework"

5 minutes · Viral scripts

Get your script. Make it sound like you.

Ask Claude to tweak the tone, or write a second version with another framework.

05:00
DONE! Time to share

Before time runs out

1Script generated
2Tone adjusted
3Second version tried

Be ready to read your hook out loud.

Ready when you are

🙋

Open Q&A

Ask me anything about what we covered today.

⚡ "How do I use this for [my specific business]?"
💰 "What's the best use case to start with?"
🤔 "Can Claude do [something specific]?"

The Big Picture

What You Built Today

💬

Chat + Show

Interactive visuals from a simple prompt

📄

Cowork

Real files, charts, websites, newsletters

🔌

Claude Connectors

Gmail, Canva, Notion, Drive and more

🎬

Content Creation

Viral scripts from proven frameworks

One Claude subscription. No developer needed.

Before Today

  • ❌ Used AI to ask questions
  • ❌ Got text answers
  • ❌ Had to do all the work yourself
  • ❌ AI felt like a fancy Google

After Today

  • ✔ Created real business files and tools
  • ✔ Connected AI to your real apps
  • ✔ Generated viral content with frameworks
  • ✔ AI feels like a team member

Take this home

What to do on Monday.

1. Open your Project. Start every business chat inside it, so Claude already knows you.
2. Pick one repeated task. Use one of the 3 tasks Claude suggested this morning.
3. Run it with Claude every week. Same prompt, same files. Fix the prompt until the result needs almost no editing.
4. Then automate it. Connect the app it needs and schedule it, so it happens without you.

One task. Every week. That's how the time savings add up.

Thank you.

Now go build something that makes money.

Tony Tovar · AI CEOs

Presenter View Connected · slide 1