Your work lives in a dozen tools.
Claude ties them together.

Most AI tools are fancy search bars. Claude connects to Slack, Google Drive, GitHub, and more — then builds on what it finds. Write documents. Analyze data. Draft entire presentations. All from one conversation.

The landscape

You've probably used ChatGPT. Here's what's different.

ChatGPT put AI into everyone's hands. That mattered. But it's still mostly a chat window — you paste things in, you get answers back.

Claude, built by Anthropic, takes a different bet. Instead of being the smartest thing in a box, it tries to be the most useful thing connected to your work.

ChatGPT / Gemini

Good at answering questions

Strong general-purpose chat. You bring the context — copy-paste from documents, describe your situation, attach screenshots.

Claude

Good at doing your work

Connects directly to your tools. Reads your Slack threads, browses your Google Docs, then creates new documents, spreadsheets, and presentations inside the conversation.

Key Concepts

Three ideas to know.

Everything Claude does falls into three categories. Here's the mental map before we go deeper.

🔗

Connectors

Live links to apps like Slack, Google Drive, and Notion so Claude can read and act on your real data.

🧠

Memory

Claude remembers your preferences, past conversations, and context so it gets better the more you use it.

Skills

Built-in abilities to create documents, spreadsheets, and presentations — plus partner integrations.

Connectors

Claude talks to your tools.

It's 2pm. A teammate drops a question in Slack about a project plan that lives in Google Drive. Before Claude, you'd open both apps, read the thread, find the doc, then type out an answer.

Now you ask Claude.

It reads the Slack thread, pulls up the Google Doc, cross-references the two, and drafts a response. One conversation, two tools, ten seconds.

Claude · with connectors
Y
Jamie just asked in #market-ops about the Phoenix acquisition pace. Can you check the Slack thread and compare it to our Q1 Market Strategy doc in Google Drive?
C
I found Jamie's message in #market-ops and your Q1 Market Strategy doc. Jamie's asking whether we should slow acquisitions given rising inventory. Looking at the strategy doc, your Phoenix target was 120 homes/month — but inventory is up 18% since January, which could compress margins. I'd suggest reviewing the buy box criteria for the 85032 and 85044 zip codes. Want me to draft a reply to the thread?
G
Google Drive
S
Slack
N
Notion
J
Jira
Z
Zapier
GH
GitHub
A
Asana
+
More
  1. Open Claude settings — click your profile picture in the bottom-left corner, then Settings.
  2. Go to "Connectors" — you'll see a list of available integrations.
  3. Click "Connect" next to the tool you want. You'll be redirected to authorize access.
  4. Grant permissions — Claude only requests read access by default. You control what it can see.
  5. Start a conversation — Claude will automatically search connected tools when relevant. You can also ask directly: "Check my Slack for..."

Example prompts once connected:

  • "Pull up the Phoenix market playbook from Google Drive and summarize the acquisition criteria."
  • "What did the pricing team discuss in #data-science on Slack this week?"
  • "Check our Q1 OKRs doc and tell me which objectives are at risk based on the latest updates in #market-ops."
Skills

Claude doesn't just chat. It creates.

Skills are where Claude goes from assistant to workhorse. Think about the tasks you repeat every week — status updates, pipeline reports, Monday-morning summaries. Skills turn those into one-prompt automations.

Ask once, get a polished document, spreadsheet, or slide deck. Ask the same way next Monday and Claude remembers the format, the audience, and the level of detail you like.

Partner skills extend this further. Figma, Notion, and others plug in so Claude can work directly in the tools you already use.

📄

Documents

Write memos, reports, blog posts. Formatted and ready to share.

📊

Spreadsheets

Excel files with formulas, charts, and structured data.

📥

Presentations

PowerPoint decks with layouts, bullet points, and speaker notes.

🔌

Partner Skills

Figma, Notion, and a growing ecosystem of third-party integrations.

Claude · recurring workflow
Y
It's Monday — time for the weekly market report. Pull the latest closed transactions from our dashboard, pricing model updates from #data-science in Slack, and the competitive intel notes from Google Drive. Same format as last week.
C
Done — here's your weekly market report using last week's format. 47 homes closed across 4 markets, average margin up 0.3 points. Two pricing model updates from #data-science (both improved accuracy in Dallas), and competitive intel shows a competitor pulling back in Tampa. Same section order and charts.

📄 Weekly Market Report — Feb 3.docx
  1. Built-in skills are always on — document, spreadsheet, and presentation creation work out of the box.
  2. Partner skills appear in the skills menu (sparkle icon in the chat input). Enable them individually.
  3. Just ask naturally — say "make me a spreadsheet of..." or "create a presentation about..." and Claude picks the right format.
  4. Reuse and repeat — Claude remembers the format from last time. Ask for "the same weekly update" and it follows your template.

Example prompts:

  • "Create a spreadsheet comparing our margins across all active markets for the last 90 days. Include a chart."
  • "Write a one-page memo summarizing why we should pause acquisitions in the 85032 zip code. Audience: leadership."
  • "Same weekly market report as last Monday, but add a section on competitive activity."
Memory

It remembers you.

Monday you tell Claude you prefer bullet points over paragraphs. Wednesday you start a new conversation. Claude already knows.

This sounds small. It isn't. The difference between a tool that forgets you every session and one that accumulates context is the difference between a temp worker and a colleague.

Two toggles control it.

Memory Claude remembers preferences and facts you've shared across conversations.
Personalization Claude adapts its tone, format, and level of detail to match how you work.
Claude · using memory
Y
Summarize this market update for me.
C
Here are the key points (using bullet format since that's your preference):

• Phoenix inventory rose 12% month-over-month, highest since August
• Median days on market increased from 34 to 41
• Our acquisition pace in AZ is tracking 8% above Q1 target
• Competitor activity: Offerpad paused buys in 3 Phoenix zip codes
  1. You control what's stored — visit Settings > Memory to see everything Claude remembers. Delete individual memories or clear all.
  2. It's not training data — memories are stored for your experience only. They're not used to train Claude's models.
  3. Works per-account — memories are tied to your account. Different accounts have separate memory.
  4. You can correct it — say "Remember that I prefer tables, not bullet points" and Claude updates its memory.

What Claude might remember about you over time:

  • You prefer bullet-point summaries over long paragraphs
  • Your team covers the Phoenix, Dallas, and Tampa markets
  • You like data tables with percentage changes, not just raw numbers
  • Weekly reports should always include a "Risks & Blockers" section at the end
Get started

Six steps. Five minutes.

Everything above sounds useful in theory. Here's how to make it real.

1

Open Claude

Go to claude.ai and sign in.

2

Set up your profile

Click your avatar > Settings > Profile. Tell Claude your name, role, and what kind of work you do. This seeds memory from day one.

3

Turn on memory

Settings > Memory. Flip both toggles on. Claude will start learning your preferences.

4

Connect your tools

Settings > Connectors. Start with Google Drive and Slack — they give Claude the most context about your work.

5

Pick your default model

The model selector is at the top of each conversation. Sonnet is the default — best balance of speed and quality. More on models below.

6

Start with a real task

Don't test with "tell me a joke." Bring a real piece of work: summarize a doc, draft an email, analyze a spreadsheet. That's where you'll feel the difference.

Models

Three gears.

Claude isn't one model. It's a family. Think of them like gears on a bike — you shift based on the terrain.

Fast

Haiku — the quick one

Near-instant responses. Use it for simple questions, rewording text, quick lookups, brainstorming lists. It won't write your thesis, but it'll answer "what's the word for..." before you finish the thought.

Best for: rapid-fire tasks, simple Q&A, when speed matters more than depth.

Balanced

Sonnet — the daily driver

The default for a reason. Sonnet handles most work tasks well: writing, analysis, coding, summarization. Fast enough that it doesn't feel slow, smart enough that it rarely misses the mark.

Best for: everyday work, writing drafts, code generation, document analysis.

Deep

Opus — the deep thinker

For hard problems. Opus takes longer but catches nuances the other models miss — subtle logical errors, complex multi-step reasoning, tasks where getting it right matters more than getting it fast.

Best for: complex analysis, critical writing, nuanced reasoning, when accuracy is non-negotiable.

Projects

Organize repeat work.

Some conversations are one-offs. But when you keep coming back to the same type of task — writing blog posts, reviewing contracts, planning sprints — Projects give Claude persistent context.

A Project is a folder with instructions. Every conversation inside it inherits those instructions automatically. Set it up once, benefit forever.

Market Reports

Project · 3 custom instructions · 2 reference files

Instructions: "Use a data-first tone. Lead with key metrics, then provide analysis. Include market-specific context — inventory trends, seasonal patterns, competitor activity. Target audience: market operations leads and pricing analysts."

Reference files: report-template.docx, Q4-market-report-example.pdf

Every conversation in this project automatically follows the template and matches the depth of previous reports — without re-explaining each time.

  1. Open the sidebar — click the Projects icon (folder) on the left.
  2. Click "New Project" and give it a name.
  3. Add custom instructions — tell Claude how to behave in this project. Be specific: tone, format, audience, constraints.
  4. Upload reference files — style guides, examples, data. Claude uses these as context in every conversation.
  5. Start a conversation inside the project — hit "New chat" from within the project folder. Instructions apply automatically.

Project ideas to try:

  • Weekly Market Reports — upload your report template and last quarter's best example. Every new conversation produces a report that matches your format.
  • Listing Copy — add instructions for tone, target buyer, and compliance requirements. Paste property details and get consistent, on-brand descriptions.
  • Leadership Updates — set the audience, level of detail, and preferred structure. Drop in raw data each week and get a polished summary.
The feedback loop

Claude gets better the more you use it.

This is the thing most people don't realize. Claude isn't static. The more you show it what "good" looks like — correcting a tone, tweaking a format, sharing an example of a report you loved — the higher the quality gets.

It's not magic. It's a feedback loop. You give Claude context about your standards, and it adapts. Over time, the gap between first draft and final version shrinks to almost nothing.

The secret weapon? Don't start by telling Claude what to do. Start by asking Claude to ask you questions.

Claude · the question-first technique
Y
I need to put together a market analysis for the Phoenix market. Before you start, what information would you need from me to do this well?
C
Great question — a few things would help me nail this:

Audience — is this for leadership, the pricing team, or an external partner?
Timeframe — last 30 days, full quarter, or year-over-year?
Key metrics — which matter most? Median sale price, days on market, inventory levels, spread?
Format — slide deck, written memo, or spreadsheet with charts?
Tone — data-heavy and precise, or more of a narrative summary?

Also — do you have a previous market analysis I could use as a reference for format and depth?

That one prompt — "what do you need from me?" — saves more time than any other technique. Claude surfaces the questions you didn't know to ask, and the final output is dramatically better because of it.

Think of it like briefing a sharp colleague. The more context you give upfront, the less back-and-forth later. And if you share an example of a past report or document you liked, Claude locks onto that format and quality bar.

  1. Start with "ask me questions" — instead of writing a long prompt, tell Claude your goal and ask what it needs to know. It will interview you in 30 seconds.
  2. Show examples of "good" — paste a report, email, or doc you liked and say "match this." One example is worth a thousand words of instruction.
  3. Correct, don't restart — if the output is 70% right, tell Claude what's off. It adjusts within the conversation and remembers for next time.
  4. Use Projects for repeated work — upload your best examples and instructions into a Project. Every conversation inside it starts at your quality bar instead of zero.

The feedback loop in practice:

You ask Claude for a market summary. The first version is okay but too long and missing competitive context. You say: "Cut this in half, add a competitor section, and here's last week's version I liked — match that structure." The next version is 90%. You tweak one line and move on. Next week you say "same report, new data" and it nails it on the first try. That's the loop.

Prompting

Five ways to get better answers.

The gap between a mediocre prompt and a great one is enormous. These aren't tricks — they're habits that compound.

01

Let Claude prompt itself

Start with your goal, then ask: "What information do you need from me to do this well?" Claude will ask clarifying questions that produce better results than your original prompt would have.

02

Show, don't describe

Instead of saying "make it data-driven," paste a market report you liked and say "match this format and depth." One example beats a thousand words of instruction.

03

Iterate, don't restart

If the first response is 70% right, say what's wrong and ask for a revision. Claude improves within a conversation faster than starting fresh.

04

Give it a role

"You're an experienced copywriter reviewing a junior's work." Roles activate different patterns of knowledge. Be specific about the expertise level.

05

Drag in files

Claude handles PDFs, images, spreadsheets, and code files. Dragging in the actual document beats describing it every time. Upload first, then ask.

Going further

This is just the desktop app.

Once you've got a rhythm with Claude, there's more to explore. Cowork lets Claude work alongside you in the background — researching, drafting, preparing while you focus on something else. Claude Code is a terminal-based tool for developers that can write, test, and ship code.