a free starter kit from soft tech

Cowork
Starter Kit

Activate the AI you already pay for. Folder. Project. Connectors. Scheduled tasks. Slash commands.

You already pay for Claude. You are probably using ten percent of it. This kit is the other ninety.

what changes
Chat is the door. Cowork is the room.

Most people meet Claude in a blank chat box. They type a question. They get an answer. They copy it out. They close the tab. That is Chat. It is real and it is useful. It is also the smallest version of what you bought.

Cowork is the same Claude with the lights on. It can see a folder of your files. It can read a Project full of your rules and references. It can check your Gmail. It can pull your Calendar. It can run a task on its own at 7 a.m. without you opening the app.

Same subscription. Different setup. You already paid for both.

Chat

What it does

  • One question. One answer. Then nothing.
  • Forgets your stuff the second the tab closes.
  • You retype your context every time.
  • You copy and paste back into real life.
Cowork

What it does

  • Reads your actual files. No copy paste.
  • Holds context across days, weeks, months.
  • Reaches into Gmail, Calendar, and more.
  • Runs tasks while you sleep.

If you have a paid Claude account you have Cowork right now. You have probably never opened it.

the setup
Two pieces. That is the whole thing.

Cowork needs a workspace and a rulebook. The workspace is a folder. The rulebook is a Project. Pick one without the other and Cowork feels broken. Set up both and it clicks into place.

Piece 01

A Project

The rulebook

A Project is a permanent container that holds rules, references, and context Claude always sees when you open it. Think of it as Claude's standing instructions for one part of your life. One Project for content. One for the business. One for the house. You set it up once.

Piece 02

A folder

The workspace

A folder is the live working area. The thing Claude can actually look inside and change. When you attach a folder, Claude can read every file in it, edit them, and create new ones. The folder is the desk. The Project is the rules pinned above the desk.

Why people get stuck

Most people set up a Project and stop there. Then they wonder why Claude still cannot see their files. Or they attach a folder with no Project and wonder why Claude has no instructions. You need both. That is the kit.

click by click
How to attach a folder.

This is the move that turns Claude from a chat window into a coworker. Attaching a folder from your own computer is the one step that lives on the desktop app. Two minutes start to finish.

Step 01

Open the Claude desktop app

Not the website. The downloaded desktop app. Folder attach lives in the desktop version. Download at claude.ai/download if you do not have it yet.

Step 02

Open a new chat or a Project

Start fresh or open the Project you want the folder tied to. Either works. The attach button shows up in both.

Step 03

Click the + in the message box

Bottom-left of the spot where you type. A small menu opens with attach options. Pick Add from computer or Attach folder, depending on your version.

Step 04

Pick the folder. Approve access.

Choose the folder you want Claude to see. Your Mac or PC will ask you to grant permission. Say yes. Claude will not touch anything you did not point it at.

Step 05

Test it. Ask "what is in this folder?"

Claude will list the files it can see. If the list looks right, you are done. If it cannot see anything, the folder is empty or permission was denied. Try again from step three.

Cowork is on your phone now too

Attaching a folder off your laptop stays on the desktop app. But Cowork itself now runs on the web and in the Claude phone app. Kick off a task at your desk, then check on it, nudge it, or read the finished work from your phone — it keeps running on Claude's servers even with your laptop shut.

click by click
How to set up a Project.

A Project lives inside Claude. You build it once and every chat you start inside it inherits the rules. This is where you tell Claude what kind of person it is for this slice of your life.

Step 01

Open the Claude sidebar

Left side of the screen. You will see Chats and Projects. Click Projects.

Step 02

Click + New Project

Top of the Projects panel. Name it for what it is for. Content. Business. House. Photo clients. One Project equals one part of your life. Do not make a single mega-Project. They get muddy fast.

Step 03

Add instructions in Project knowledge

A box opens. This is the rulebook. Two or three short paragraphs is enough. What this Project is for. What Claude should always do. What it should never do. You can edit it later.

Step 04

Attach reference files

Drag in PDFs, docs, or notes that Claude should always have access to inside this Project. Brand guides. Client lists. Past examples. These stay loaded for every chat in the Project.

Step 05

Start a chat inside the Project

Click New chat from inside the Project. That chat now has your rules and references baked in. Attach a folder from page four and you have the full setup.

the one rule
The housekeeper rule.

When you hire a housekeeper for the first time, you do not say "clean the entire house." You say "start with the kitchen." You show them which cabinet has the cleaning stuff. You let them earn the rest of the keys.

Cowork is exactly the same. The mistake almost everyone makes on day one is pointing it at their whole desktop, their whole Documents folder, their whole Drive. Then they are surprised when it feels overwhelming or weird.

Start with ONE area. Never the whole drive.

Pick the smallest folder that maps to a real piece of your life. This week's content. The current client. The taxes. The trip. Attach that folder. Build the Project around it. Live inside that one folder for a week.

Once it feels normal, add a second area. Then a third. By month three, Cowork is reaching into the parts of your life that actually need it. And the parts that do not are still your own private mess.

A good first folder

This week's work. Not all your work. Not your full archive. Just what you are touching this week. Small enough to fit in your head. Big enough that Claude can actually help. That is the right first folder.

You are not falling behind. You are starting on purpose.

connectors
Gmail and Calendar in two clicks each.

Connectors let Claude reach into the apps you already use. You do not move your data. You do not migrate anything. You give Claude permission to look. Start with the two that change everything: Gmail and Calendar.

Connector 01 · Gmail

Settings → Connectors → Gmail → Connect

Click your profile in Claude. Open Settings. Find Connectors. Click Gmail. A Google permission screen opens. Pick the account you want connected. Say yes. Done.

Connector 02 · Google Calendar

Same path. Pick Calendar instead.

Settings, Connectors, Google Calendar, Connect. Permission. Done. Calendar usually shares the same login you used for Gmail, so the second one is even faster.

what to ask once they are on
TRY THIS · GMAIL Pull the last seven days of emails from my inbox. Group them by sender. Flag anything I have not replied to that looks like a real ask. Skip newsletters and receipts.
TRY THIS · CALENDAR Look at my calendar for the next seven days. List every meeting. For each one, tell me who it is with and what it is for in one line. Flag any blocks of two hours or more where I have no meetings.
More connectors exist

Google Drive, GitHub, Slack, Notion, Asana, and more are in the same Connectors menu. Start with Gmail and Calendar. Add more after they earn their keep.

scheduled tasks
Your first task that runs without you.

A scheduled task is one prompt that Claude runs on a clock. Daily. Weekly. Monthly. You write it once. It runs forever. The output lands wherever you tell it. Most people start with a morning brief.

Step 01

Open the chat you want to schedule

Inside any Project. Start a fresh chat. Write the prompt you want to run on repeat. Get it right in one normal chat first. Then schedule it.

Step 02

Click the clock icon in the message box

Look for the small clock or "Schedule" option near the send button. Pick a time. Pick a frequency. Every weekday at 6:30 a.m. works for a morning brief.

Step 03

Pick where the output goes

Email is the easiest. The brief lands in your inbox at 6:30. You read it on your phone before you open your laptop. That is the entire change.

your first scheduled prompt
MORNING BRIEF · DAILY AT 6:30 A.M. Every weekday morning, pull these three things and write them up as a one-page brief I can read in two minutes: 1. My calendar for today. Every meeting, one line each. Flag anything I need to prep for. 2. My inbox since yesterday morning. Group by who sent it. Flag real asks I owe a reply on. Skip newsletters and receipts. 3. The three things from yesterday's brief I said I would do. Did I do them? If not, restate them at the top of today. Send the brief to my email at 6:30 a.m. Keep it under one page. Plain language. No fluff.

Set this one up tonight. You will wake up to it tomorrow.

slash commands
Type a slash. A menu appears.

Inside the Claude message box, type a forward slash and stop. A menu pops up. Those are slash commands. Shortcuts to skills, tools, and saved prompts. Once you see them you will use them every day.

> /
/research deep web research
/web quick web search
/canvas open a side editor
/clear reset chat context
/help show what is available

The exact menu changes as Claude adds tools. The move is the same. Type slash. Read what is there. Pick the one that fits.

The slash you will use most

/research is the one. Use it whenever you would have opened ten tabs to figure something out. Pick research, type the question, walk away. Claude reads the real internet and writes you a report.

ten workflows
Ten things to run tonight.

Pick one. Run it inside a Project with a folder attached. Notice what changes. Move to the next one tomorrow. By day ten you will know what Cowork is for in your life.

01
Inbox triage. Pull last 7 days. Group by sender. Flag real asks. Skip noise.
02
Morning brief. Calendar plus inbox plus yesterday's open loops. One page. 6:30 a.m. daily.
03
Folder cleanup. Attach a messy folder. Ask Claude to group files by topic and rename them.
04
Meeting prep. One hour before any meeting, pull the last three emails with that person.
05
Weekly review. Every Friday at 4 p.m., recap the week from calendar plus inbox plus folder activity.
06
Receipt sweep. Pull receipts from inbox each month. List by category. Total each one.
07
Content sweep. Attach a folder of past posts. Ask Claude what themes keep coming up.
08
Decision draft. Hand Claude two options. Ask for short take, three pros and cons, one-line pick.
09
Travel kit. Attach a trip folder. Ask Claude to build a packing list, day plan, and budget.
10
Research run. Use /research. Ask one real question you have been avoiding. Walk away. Read the report later.
when you are ready
Need a voice for Claude first?

This kit got you Cowork running. The room is set up. The lights are on. There is one more layer that turns Cowork from "powerful" into "powerful and obviously yours." It is the voice Claude speaks in once it is here.

By default, Claude sounds like Claude. Smart. Polite. A little neutral. If you want it to write the way you write, talk the way you talk, make the calls you would make, you have to teach it. That is what the AI System Kit does.

The Cowork Starter Kit is the activation. The System Kit is the voice. Together they are how this actually feels like yours.

when you are ready to go deeper

The AI System Kit

An 81-page guide that gives Claude the voice it speaks in, the rules it follows, and the foundation it works from across every part of your life. Built to live inside the Projects you set up in this kit.

Get the System Kit →

thesofttech.co/system-kit

Cowork is the room.
The System Kit is the voice in it.

thesofttech.co

you set it up. now use it.

The Soft Tech Community

For the people building Cowork systems together. Live calls. Real workflows. Swap what is working. Steal what works. Join the waitlist now.

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