How we work

Three phases, run per team

Discovery, then a custom Cowork playbook, then a live setup, repeated for each team that needs it. Then a company-wide rollout with a Command Center you can watch.

The repeatable unit

How each team gets set up

2-hour Discovery

Map the team's day-to-day tasks, current Cowork usage, goals, and AI maturity. Define user role types.

Custom Cowork Playbook

A tailored setup covering all eight Cowork capabilities, mapped to real workflows and roles.

1-hour Setup Call

Get their Cowork assistants 100% live so the team lead can champion it and troubleshoot.

The Cowork surface

Eight capabilities most teams never touch

We don't pick one Cowork capability and stop. Each playbook combines the pieces your team actually needs.

Custom MCP integrations

Connect the exact tools your team uses in Cowork, including internal ones with no public API.

Browser & computer control

Have Cowork drive apps that don't expose an API. It clicks and types like a person.

Projects

Long-lived Cowork projects that remember your team's knowledge, tone, and processes.

Artifacts

Dashboards, briefs, and docs generated in Cowork that refresh themselves with current data.

Scheduled tasks

Recurring Cowork jobs that run automatically, from reports to digests to monitoring and follow-ups.

Background dispatch

Long-running Cowork jobs handed off to run in the background while your team keeps working.

Code execution

Cowork writing, running, and shipping code to extend your stack.

On-brand design

Visual assets generated in Cowork in your brand style, ready to use.

Tailored by team

What each discovery focuses on

Content & marketing

Build Engine

Brand-asset ingestion, AI video, assisted social. Heavy on generation, integrations, and scheduled tasks.

Finance & ops

Analysis Engine

Confidential analysis on a secure foundation. Projects, artifacts, and careful read-only integrations.

Leadership

Oversight Layer

Cross-team visibility and briefings. Dispatch, scheduled tasks, and the Command Center.

Secure environments

A private, no-retention foundation

The single biggest blocker to real AI value is data sensitivity. We remove it, deployed to a HIPAA standard of confidentiality.

Isolated

Environment

Zero

Data retention

Audited

Access & policy

Architecture & access

Stand up the isolated environment and route AI through a private, no-retention pattern.

Data-handling policy

Define what's safe to process, redaction rules, and who can run what, documented for internal audit.

Connect read-only

Wire your sources of record with least-privilege access. No public connectors.

Validate

Test with non-sensitive sample data. Confirm zero retention and correct outputs.

Go live

Turn on analysis, scheduled summaries, variance flags, and dashboards.

Command Center

Company-wide rollout, with ROI you can see

Each person's activity and time saved flow into a live dashboard automatically. Metadata and outcomes only, never prompt content.

Step 1

Generate

Each user creates a personal connector from the dashboard.

Step 2

Connect

They plug it into their AI in a couple of clicks.

Step 3

Roll up

Activity, time saved, and ROI stream to the Command Center.

Role-based views

Executive. Every team & seat, total adoption, hours saved, company-wide ROI.
Team managers. Their team only: usage, adoption, and ROI for their people.
Individuals. Their own activity, wins, and hours reclaimed.

What it measures

Adoption. Active vs. idle seats.
Usage. Tasks & automations run.
Time saved. Hours → dollars.
ROI. Value vs. total cost.

Timeline

An indicative rollout

Week 1

Discovery calls with each team lead.

Week 2

Build the first custom playbooks.

Week 3

Setup calls; champions begin rolling out to their teams.

Week 4+

Rollout kit + Command Center build.

Ongoing

Live ROI tracking. Optional training retainer.

Ready to see what Claude Cowork can actually do for your team?

Book a free 45-minute audit. No pitch deck. We map your real workflow and show you where Cowork pays off first.

Book a Free Audit →See how we work