Full Claude Tutorial: Beginner to Advanced in 19 Minutes — Transcript
Full transcript
- 0:00Claude has been my most used tool for
- 0:02the past year. Now, everyone else is
- 0:04getting on board. It has projects that
- 0:06remember everything about your work,
- 0:07skills that execute your repeatable
- 0:09processes automatically, connectors that
- 0:11pull in your actual tools and data, and
- 0:14much more. I'll cover every feature, and
- 0:16more importantly, how to connect it all
- 0:18into workflows that unlock its full
- 0:20power. This is the pricing. They do have
- 0:22one of the strongest free plans of all
- 0:24the LLMs. You can get a lot from it.
- 0:26But, if you use AI regularly, I
- 0:28recommend investing in the paid plan of
- 0:30whichever LLM you prefer most. It makes
- 0:32a big difference. For me, that's Claude,
- 0:34although I of course have a paid plan
- 0:36for all of them. For most people, this
- 0:37$20 per month plan will be plenty. In
- 0:39general, you'll only need to move up
- 0:41when you start using Claude Co-worker
- 0:42extensively or Claude Code. And those
- 0:44are separate tools beyond what I'm
- 0:46covering in this video. Okay, let's get
- 0:48into the actual product. Once you've set
- 0:50up an account, you'll be here. A similar
- 0:52chat interface to all the AI models. We
- 0:54have our prompt box in the middle, the
- 0:56model selector on the right, file
- 0:59uploads on the left. Then, the left
- 1:01panel opens up and has all your past
- 1:03conversations, plus some amazing
- 1:04features which I'll cover later, like
- 1:06skills, projects, and artifacts. One
- 1:09other thing I want to mention is under
- 1:10settings. There's some very common
- 1:12advice people give that actually makes
- 1:14your responses worse. So, there are
- 1:16these fields where you can tell Claude
- 1:17about yourself, select your work
- 1:19function, and personal preferences
- 1:21Claude should consider in responses. You
- 1:23tell Claude about yourself and give it a
- 1:24list of how you'd like it to respond.
- 1:26That sounds great, which is why everyone
- 1:28recommends it. But, if you actually use
- 1:30Claude across different topics, it's bad
- 1:32advice. I use Claude for a wide range of
- 1:34things, and no custom instruction is
- 1:36going to apply to everything. It can
- 1:38lead to some weird responses. I leave
- 1:40these completely blank and set them up
- 1:41in projects instead. These are folders
- 1:44you can give their own instructions and
- 1:46custom knowledge bases. They're scoped
- 1:48to each context, so the right
- 1:49instructions apply at the right time.
- 1:51It's a much better system, and I'll
- 1:53cover all the details later. But, since
- 1:54this advice is so common, I wanted to
- 1:56cover it right off the bat. Now, back to
- 1:58the prompt box. You can use this for all
- 2:00the things we're used to with AI by now.
- 2:02Research, coding, problem-solving,
- 2:04learning new things, or writing, which
- 2:06is what I first started using Claude
- 2:08for. It has the most natural-sounding
- 2:10writing by far, and ability to match
- 2:12your style. It's been the leader there
- 2:14for a long time, same with coding. But,
- 2:16over the past few months, it's caught up
- 2:18and surpassed the other models in just
- 2:20about everything. Most people expect to
- 2:22unlock all of that by just typing a
- 2:24question into this box. With a basic
- 2:25prompt, you'll get generic results. And
- 2:27people do that, and then end up thinking
- 2:28that AI just gives that type of answer.
- 2:30But, it's all in how you use it. So, I
- 2:32have a three-part formula that changes
- 2:34the quality of every output. But, after
- 2:36that foundation, we can get into the
- 2:37really powerful stuff.
- 2:40The three most important parts of a
- 2:41prompt are what I call ICC:
- 2:43instructions, context, and constraints.
- 2:46Instructions define the task and action
- 2:48you want Claude to take. Context is
- 2:50setting the stage with your role,
- 2:52objectives, backgrounds, anything Claude
- 2:54should know that's relevant to the task.
- 2:56Err on the side of more context. A full
- 2:58context dump is fine. Then, constraints.
- 3:01Specify any rules, style, tone, length,
- 3:04output format. And what can be
- 3:06especially helpful, when it applies, is
- 3:08including an example of the output
- 3:10you're looking for. Now, the order of
- 3:11these three isn't as important as long
- 3:13as you include everything. So, here's a
- 3:15bad prompt. Recommend five ways to
- 3:16implement AI in my marketing agency.
- 3:19These answers aren't bad, but they're
- 3:21very generic. To make this better, I'll
- 3:23use ICC. Same instruction, recommend
- 3:25five ways to implement AI in my
- 3:26business. And for context, I give some
- 3:28more information about the business, and
- 3:30then also added some constraints. Make
- 3:32sure they're low cost, easy to implement
- 3:34without technical expertise, things like
- 3:35that. And also format it as a numbered
- 3:37list with a one-sentence explanation for
- 3:39each.
- 3:40Now, this is much more specific to the
- 3:41business I listed. There's actually a
- 3:43couple of these that I'm going to cover
- 3:44ways you could do right in Claude. ICC
- 3:46will give dramatically better results,
- 3:48but even still, don't expect the output
- 3:50to be perfect on the first try. Iterate.
- 3:52Go back and forth until it's perfect.
- 3:54The best results come from treating
- 3:55Claude like a collaborator. In this
- 3:57case, I asked for just one sentence
- 3:59each, so I could skim through it and
- 4:00then ask to elaborate on the ones that
- 4:02sound the most promising, rather than
- 4:04reading through a full paragraph on
- 4:05every single tip. And that actually
- 4:07leads me into a pro tip on prompting.
- 4:09The reason the list still isn't perfect
- 4:11is, although I added some context, it
- 4:13can be hard to think of all the context
- 4:15you need to include. You'll often end up
- 4:17leaving things out that would have
- 4:18helped. To solve that, at the end of
- 4:20your prompt, ask Claude to ask you for
- 4:22any additional context it needs to best
- 4:24achieve the task. I call this a context
- 4:27interview. It will know what it needs
- 4:28better than you do. Then, it will ask a
- 4:30series of questions to gather the rest
- 4:32of that information. After it has
- 4:34everything, it will give you an answer
- 4:35that's much more helpful because it's
- 4:37tailored to your specific situation.
- 4:39Now, these answers are more customized
- 4:40around client communication and
- 4:42reporting because I answered that that
- 4:43was my biggest time drain. It also asked
- 4:45what tools I'm already using, so I could
- 4:47tailor it more to my setup. Once you
- 4:49combine the three-part formula with that
- 4:51context interview, your first output is
- 4:53almost always usable. If you want to go
- 4:55deeper into using Claude for work, I
- 4:56have a free resource in the description
- 4:58called The Complete Guide to Claude AI:
- 5:01Revolutionize the Way You Work. It has a
- 5:03lot of what I'm covering, but in written
- 5:04form, and also a lot more example use
- 5:07cases. Plus, each section has a prompt
- 5:09you can just copy-paste to get started
- 5:11right away. Like in artifacts, you can
- 5:13create a full quarterly marketing
- 5:14campaign analysis artifact and a
- 5:16marketing performance interactive
- 5:17dashboard. Then, there's a full section
- 5:19on setting up your AI executive
- 5:21assistant in Claude. That goes into way
- 5:22more specifics than I can cover in a
- 5:24video like this. So, make sure to grab
- 5:26that. It's a free resource down in the
- 5:27description.
- 5:29I mentioned web search, which you can
- 5:31find under the plus button. It's usually
- 5:33on by default, and I recommend leaving
- 5:35it enabled most of the time. But, it
- 5:36doesn't always use it by default. It
- 5:38will anytime it's obvious, but sometimes
- 5:40it isn't, and you'll need to ask it to
- 5:42search the web in your prompt. One
- 5:43example is when I'm having it help
- 5:45critique a script. Sometimes I mention
- 5:46Nano Banana for generating images, and
- 5:48I've had it say, "I see you have a
- 5:50placeholder here," or even just tell me
- 5:52I made up the name. Since critiquing a
- 5:53script isn't something it intuitively
- 5:56feels the need to search the web for, I
- 5:58have to ask it to search. But, if I just
- 5:59asked it, "What's the best text-to-image
- 6:01model right now?" In that case, it would
- 6:03know. But, this gives up-to-date data
- 6:05and can also help reduce hallucinations.
- 6:08Something I do a lot is separate the
- 6:10task of searching from the task of
- 6:12answering a prompt. Ground first, ask
- 6:14second. Like, if I need help with
- 6:15something in an A 10, I'll first run a
- 6:17prompt that says, "Research A 10 and
- 6:19make sure you're up to date on all its
- 6:20capabilities." Then, I can ask it to
- 6:22help with my issue. Grounding it in that
- 6:24context first changes the quality of
- 6:26every answer that follows. Another
- 6:28example of ground first, ask second is,
- 6:31say I was launching a product. I'd ask
- 6:33it to research Alex Hormozi strategies
- 6:35and extract all the most important
- 6:36information and tactics.
- 6:38Now, it has his full strategies, value
- 6:40equation, Grand Slam offer, pricing
- 6:43philosophy, market selection rule, risk
- 6:44reversal tactics. Now, when I ask it to
- 6:46help me with my launch plan, it will use
- 6:48all of that knowledge to inform its
- 6:50answers.
- 6:52Using the plus button or just dragging
- 6:54them in, you can upload files to work
- 6:56from or analyze. Drop in PDFs, images,
- 6:59spreadsheets, a 200-page contract, a
- 7:02competitor's landing page. Claude reads,
- 7:04summarizes, extracts, and analyzes. And
- 7:06one note, although it can understand
- 7:08images, it can't generate them, which is
- 7:11kind of crazy when every other model,
- 7:13like ChatGPT or Gemini, can generate
- 7:15amazing images, but Claude can't. It's
- 7:17definitely a downside to Claude if you
- 7:19want to be able to generate images. But,
- 7:21for uploading, as an example, I'm going
- 7:23to come here and take a screenshot of my
- 7:26channel, be the 12 most recent videos.
- 7:29Drop that in, and I'll say, "Here's a
- 7:30screenshot of my YouTube channel.
- 7:32Analyze the title and thumbnail
- 7:33combinations across these videos,
- 7:35identify what's working visually and
- 7:37messaging-wise, what isn't, and any
- 7:39patterns you notice. Be direct and
- 7:40specific. I want honest feedback, not
- 7:42flattery." And then, looking at that, it
- 7:44gives me some good advice. The clearest
- 7:46failure, fact that I often just restate
- 7:48the title rather than extending it.
- 7:50That's a good tip. List titles
- 7:52underperform, they feel like homework. I
- 7:54should use identity or emotional
- 7:55framing. Yeah, there are definitely some
- 7:57good notes in here. Something else I can
- 7:59do is actually export my analytics as a
- 8:01CSV from the last 90 days. It can work
- 8:04with all sorts of formats, so I can just
- 8:05drop in that CSV. Then, I'll say,
- 8:07"Here's my YouTube analytics data.
- 8:09Analyze my performance trends and
- 8:10visualize the key metrics. What's the
- 8:12data telling me about what's working?"
- 8:14And it gave me an answer on the left,
- 8:16and went above and beyond, and decided
- 8:17to create a full analytics dashboard on
- 8:20the right. Claude just comes up with the
- 8:21best way it thinks it can portray
- 8:23information. Sometimes, that's a
- 8:24dashboard, sometimes that's just a
- 8:26little visualization or a chart. And
- 8:28coming back to this Alex Hormozi prompt,
- 8:30when it broke down the whole strategy
- 8:31playbook, it has all this formatting
- 8:33here. These are called inline
- 8:34visualizations, and they are actually a
- 8:36newer feature. I can actually click
- 8:38between each of these tabs. This had the
- 8:40whole Grand Slam offer, there's the lead
- 8:42gen, sales, content, scaling, and
- 8:45mindset. This is a super helpful way to
- 8:47get this information across. Otherwise,
- 8:49it would have been just this massive
- 8:50wall of text. And this comes in all
- 8:51sorts of different formats. You can also
- 8:53have Claude create actual downloadable
- 8:55files. Now, here's a chat where I had a
- 8:57folder on my phone where I was just
- 8:59saving random cool spots I might want to
- 9:00go in Utah. I just took screenshots of
- 9:02those, and then asked it to organize
- 9:04everything. It put together this awesome
- 9:06document, grouped by region and
- 9:08difficulty, and I can download that
- 9:10right to my computer. Or in a previous
- 9:11video, I had it create a full
- 9:12acquisition deck as a PowerPoint
- 9:14presentation. All sorts of formats that
- 9:16you can view directly inside Claude or
- 9:18download to your computer. And with
- 9:19these, we've moved on from just
- 9:20chatting, now we're creating. But,
- 9:22there's an even more powerful form of
- 9:24creation available called artifacts.
- 9:26That's what this analytics dashboard
- 9:28was.
- 9:30Artifacts are standalone interactive
- 9:32outputs that Claude creates in a
- 9:34dedicated window alongside your
- 9:36conversation. Anytime you ask for it, or
- 9:38it just thinks producing something
- 9:39substantial will be beneficial, it
- 9:41generates it in a dedicated side panel.
- 9:43And you can iterate on it without losing
- 9:45it in the scroll.
- 9:47I made a few more examples really quick,
- 9:49just to show the range. Here's a
- 9:50flowchart of a customer onboarding
- 9:52process. I've got an interactive expense
- 9:54tracking dashboard, a landing page for
- 9:57an energy drink with our logo if we ever
- 9:58want to create future fuel. Another
- 10:00really cool one is it can use p5.js for
- 10:03all sorts of interactive graphics and
- 10:04animations. I literally just one shot at
- 10:07each of these for this demo. It's
- 10:08incredibly easy to do. Just prompt
- 10:10whatever you want into existence and it
- 10:12can do way more than what I just showed.
- 10:14Or another common one I use is writing.
- 10:16You can just ask it to open up in
- 10:18artifacts and you'll have the document
- 10:20on the right with the chat on the left
- 10:21so you can ask for changes while viewing
- 10:23the whole document. I'll show how I
- 10:25actually use that in a minute it
- 10:26incorporates skills which I haven't
- 10:28covered yet but are amazing. And if
- 10:30Claude doesn't automatically create an
- 10:31artifact when you expect one, you can
- 10:33explicitly ask create this as an
- 10:35artifact.
- 10:37One more I haven't covered yet in this
- 10:39realm is research. This completely
- 10:41changes how Claude finds and analyzes
- 10:43information. I'll say research how to
- 10:45use Claude co-work for business and
- 10:47surface what most people are missing.
- 10:48Something I could just send in a chat
- 10:50but I'll click this plus button and come
- 10:52down to research. And now watch what
- 10:54happens. Instead of a single search,
- 10:56Claude operates agentically. I can open
- 10:58this up in the side panel to see exactly
- 11:00what's happening. It comes up with a
- 11:01plan first then conducts multiple
- 11:03searches that build on each other just
- 11:05adapting its path and exploring
- 11:07different angles of your question all on
- 11:08its own. So Claude spent 5 minutes, went
- 11:11to 169 sources, synthesized all that
- 11:14information down into this document
- 11:16that's fully cited. It can take longer
- 11:17for more complex investigations but it
- 11:20does work that would typically require
- 11:21hours of manual research in minutes and
- 11:23provides all the citations to make
- 11:25verification easy. Now here's where
- 11:27things get different. Everything up to
- 11:29this point has been about what Claude
- 11:31can do in a single conversation,
- 11:32chatting and creating. This next part is
- 11:35about building a system which needs to
- 11:37remember and connect things.
- 11:40Using projects correctly is one of the
- 11:42most impactful changes you can make to
- 11:44be more effective with Claude. The
- 11:46projects are self-contained workspaces
- 11:48with their own memory, chat histories,
- 11:50knowledge bases, and custom
- 11:52instructions. Dedicated environments for
- 11:54specific workstreams. Within each
- 11:56project you can input different custom
- 11:58instructions that only apply to that
- 12:00project. It's far more effective than
- 12:02using them at the account level like I
- 12:04mentioned earlier. I use projects for
- 12:06everything. If you're new to them, just
- 12:07start with two or three to learn how
- 12:09they work. The best candidates for a
- 12:10project are areas where you have
- 12:12reference materials you'll use
- 12:14repeatedly, consistent requirements for
- 12:15how Claude should respond, or just to
- 12:17stay organized and find previous chats
- 12:19easier. Click new project, give it a
- 12:21name, then add a short description if
- 12:23you want. This doesn't affect how it
- 12:25functions. Once it's created, come over
- 12:27to instructions and that's where you can
- 12:29add all those custom instructions. Now
- 12:31good project instructions typically
- 12:33include context about what you're
- 12:35working on, process instructions, tone
- 12:37and style preferences, any other
- 12:39specific requirements. You also have
- 12:41project files where you can upload any
- 12:43sort of document you'd like Claude to
- 12:45have persistent knowledge of in this
- 12:47project. Reference documents, you know,
- 12:49brand guidelines, style guides,
- 12:50templates, examples of work you want
- 12:52Claude to emulate like newsletters and
- 12:55blog posts. So upload your brand docs,
- 12:57tone guide, or SOPs, write a custom
- 12:59instruction set, and every conversation
- 13:01inside that project inherits that
- 13:03context automatically. Now you don't
- 13:05have to re-explain things across chats,
- 13:07rewrite context, or upload the same
- 13:09files repeatedly. It's all there every
- 13:11time. That's a huge improvement in the
- 13:13experience. But here's the limitation of
- 13:15projects alone. They remember things but
- 13:18they don't know how to do things. That's
- 13:20what skills are for.
- 13:23Skills are preset workflows you build
- 13:25once and Claude pulls them in
- 13:27automatically whenever they're relevant.
- 13:29They're little expertise packages. They
- 13:31teach Claude how to complete specific
- 13:32tasks in a repeatable way. And there are
- 13:34two categories of skills. The Anthropic
- 13:36skills are created and maintained by
- 13:38Anthropic. They are available to all
- 13:40paid users and Claude invokes them
- 13:42automatically when relevant. Custom
- 13:44skills are ones you or your organization
- 13:46create for specialized workflows and
- 13:48domain specific tasks. For example, you
- 13:50might create a skill that applies your
- 13:52company's brand guidelines to
- 13:53presentations or maybe it structures
- 13:55meeting notes in a specific format or
- 13:57executes your organization's data
- 13:58analysis workflows. It's really easy to
- 14:01create these. Just tell Claude what you
- 14:02want to create and answer Claude's
- 14:04questions. It will interview you about
- 14:06your workflow. Also upload a reference
- 14:08materials if you have them or an example
- 14:11of the output you're looking for. All
- 14:12these things will help Claude understand
- 14:14exactly what you're looking for. It will
- 14:15analyze everything, come up with the
- 14:17whole workflow, then there will just be
- 14:18a button to copy it to your skills. You
- 14:20can also download the dot skill file to
- 14:22your computer if you want. You can see
- 14:24all your skills under customize. Then
- 14:26from that point forward, Claude will
- 14:28automatically invoke it whenever you
- 14:30work on relevant tasks. You don't have
- 14:31to trigger it manually. Another way I'll
- 14:33create these skills is if you've gone
- 14:35back and forth with Claude iterating to
- 14:37get to a final output and that's
- 14:39something you think you may need to do
- 14:41again in the future, then I'll ask it to
- 14:42turn that into a skill. Claude will
- 14:44synthesize it all into a more refined
- 14:46workflow. I'll show you a few skills in
- 14:48action. I have four different skills I
- 14:50use regularly for YouTube. One is my
- 14:52script critique skill. The way I write
- 14:54scripts is I write out the full thing
- 14:56myself, I'll refine it a bit and get to
- 14:58a good spot. I do this in my scripting
- 15:00project that has custom instructions.
- 15:02I'll paste in my full script, then I'll
- 15:04just say critique this script and that
- 15:06will invoke the skill. Now my
- 15:07instructions specifically ask it not to
- 15:10rewrite anything. And the output format
- 15:12is as an artifact. It starts with a
- 15:13paragraph with a high-level critique,
- 15:15then it has the full script intact but
- 15:18after each section it lists issues for
- 15:20me to review. I have a big list of
- 15:22things to look for and different
- 15:23techniques to use like identify areas
- 15:25where things are unclear that could
- 15:26benefit from a better definition or
- 15:28analogy, areas where viewers may be left
- 15:31with unanswered questions, spots that
- 15:32are just too boring, or areas where I
- 15:34use hedging language too much and some
- 15:37other things. After that, I can go
- 15:38section by section refining it in the
- 15:40artifact. I don't really have Claude
- 15:42rewrite things. It just gives me
- 15:44suggestions on how it could be improved.
- 15:46The only section I sometimes end up with
- 15:48a big rewrite on is the intro. I have a
- 15:51separate skill for that. So it uses my
- 15:53existing intro plus the whole script as
- 15:55input. Then it will craft three
- 15:57different options for intros based on a
- 15:59big document of guidelines and examples.
- 16:01Then I can take inspiration from those.
- 16:03I also have a title skill that will
- 16:04write titles based on the script and
- 16:06also allows me to just input a title
- 16:08idea and it will explode that out into
- 16:10new ideas and variations on the
- 16:12original. I also have a skill for
- 16:13writing the summary that I put in
- 16:15YouTube descriptions. That's the one
- 16:16part I just copy and paste as is.
- 16:19The four YouTube skills I just described
- 16:21save me hours every single week. And
- 16:23every workflow you have regularly is a
- 16:25candidate for the same thing. They are
- 16:27the most underutilized feature in Claude
- 16:29and they work really well when combined
- 16:31with projects like this. Projects are
- 16:33persistent, reusable knowledge. Skills
- 16:36are persistent, reusable processes.
- 16:39Connectors allow Claude to access
- 16:41different apps to read information and
- 16:43perform actions on your behalf.
- 16:45Depending on the connector and
- 16:47permissions you grant, Claude can search
- 16:49your files, retrieve documents, analyze
- 16:51data, create new content, update
- 16:53records, and execute tasks across your
- 16:55connected applications all from within
- 16:58your conversation. Google Drive, Google
- 17:00Calendars, Slack, and Asana are some
- 17:03common ones but there's way more in
- 17:05here. So here's one I use. I have
- 17:07Granola connected. After any meeting,
- 17:09like after a YouTube strategy call, I
- 17:11can ask Claude to pull the notes in and
- 17:13begin expanding on those ideas. I also
- 17:15use Gamma to create better
- 17:16presentations. There's tons and tons of
- 17:18others. Whatever tools you use, you can
- 17:20connect them and bring that information
- 17:22into your workflows in Claude. Then
- 17:24Claude becomes the command center for
- 17:26your entire workflow.
- 17:29Now there are different models you can
- 17:30use. These change all the time so I
- 17:32saved them for the end. Opus is the most
- 17:34powerful model for complex tasks. That
- 17:37does take longer and uses more tokens
- 17:39which are basically Claude's currency
- 17:41for how much processing a conversation
- 17:43uses. And you get a limited amount
- 17:45depending on which plan you're on.
- 17:46There's a 5-hour rolling window on
- 17:48tokens and also a weekly cap. Sonnet is
- 17:52much faster and is still very powerful
- 17:54especially with extended thinking turned
- 17:56on. That lets Claude work through
- 17:58complex problems more carefully before
- 18:00responding. Haiku I never use. It's very
- 18:02fast but not as good. The Sonnet with
- 18:05extended thinking is my default then
- 18:07whenever I'm building anything I switch
- 18:09to Opus. There is so much in here beyond
- 18:11just getting better at prompting. Go
- 18:13from chatting to creating to connecting
- 18:15it all together to make it more
- 18:16powerful. If you do one thing after this
- 18:18video, set up a project. Then build one
- 18:21skill. That's the fastest path to a
- 18:23system that actually works for you. I
- 18:25also want to mention there is a desktop
- 18:26app for Claude as well. When you
- 18:28download that, it has three tabs. One
- 18:30for chat which is the same interface and
- 18:32all the features we just covered. Once
- 18:34you've mastered that, there's another
- 18:35tab for co-work which is an agentic AI
- 18:38assistant. It operates directly on your
- 18:40computer to handle multi-step tasks.
- 18:42Things like managing files, organizing
- 18:44documents, and summarizing data. It
- 18:46works as a co-worker rather than a
- 18:48chatbot. It autonomously executes tasks
- 18:51to deliver finished results. It is
- 18:53amazing. I have an entire video on that.
- 18:55I'll put it right here. And there's also
- 18:56Claude Code which is an agentic coding
- 18:58tool that handles entire development
- 19:00workflows through natural language. It's
- 19:02much easier to use than people expect
- 19:04and requires no coding knowledge or
- 19:06technical ability. I have a full guide
- 19:08on Claude Code coming soon so make sure
- 19:10you're subscribed for that.
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