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Start by downloading the Claude desktop app and creating a local workspace folder, then generate your Claude MD file by giving Claude a brain dump about yourself and your business — refine it over time by asking Claude to audit and prune it based on recent conversations
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Build skills by first showing Claude an example of the output you want (e.g. a screenshot of a design you like), then have it codify those instructions into a reusable skill — do not skip showing it what good looks like before saving the skill
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Connect Google tools (Gmail, Google Calendar, Google Drive) first as they are the most universally useful, then add QuickBooks or Canva depending on your business — use 'needs approval' permissions initially and switch to 'always allow' only once you trust the workflow
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Set up scheduled tasks only after your skills are refined — chain multiple skills together in one scheduled task (e.g. scrape email + scrape calendar + generate briefing dashboard) for consistent, automated daily outputs
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Use the Zapier MCP as a workaround to connect any app not natively listed in CoWork connectors — search for your app inside Zapier MCP, connect with your API key, then tell CoWork it is connected through Zapier