Claude Cowork Instruction Generator

1The basics

Who this is for and what the project is.

Your name

Your role / job title

Company / organisation

What is this Claude project for? (one or two sentences)

2Compliance & rules

Anything that must ALWAYS be true, no exceptions.

Non-negotiable rules (one per line - licensing, wording, legal requirements)

Required disclaimer text (if any, paste exact wording)

Sign-off format

Formatting rules to avoid

3Voice & audience

How it should sound.

Who is it written to?

One personSpeaks to a single reader, not a crowd Broad audienceGeneral/public-facing tone

Things to always avoid

4Personal brand strategy

The deeper stuff. The more detail here, the sharper every piece of content and every decision Claude helps with. Skip anything that doesn't apply.

Your niche / specialty what specifically you're known for, and what makes you different from others doing the same thing

Your ideal audience, in detail who exactly you're speaking to - situation, pain points, what they're afraid of, what they want

Content pillars 3-5 topics you'll always come back to, one per line

Topics or angles to avoid

Primary platform the one you'll never skip

Realistic posting cadence

Content formats you want to use

Voice details phrases or words you always/never use, personal stories, faith, humour - anything that makes it unmistakably you

What's the end goal of your content?

The single next step you want someone to take after seeing your content

Offers products/services that exist now or are planned

Proof & credibility credentials, results, testimonials, years of experience

Who do you admire in this space, and what will you do differently or better?

Business/marketing philosophies that resonate with you frameworks, books, people you draw thinking from

What does success look like at 90 days / 1 year? specific numbers if you have them

Foundational values anything non-negotiable that should shape content and decisions, even if it costs growth

Realistic capacity hours/week, energy type

What should eventually run without you? what to delegate or automate as this grows

5Workflow

The steps something goes through before it's "done".

Your typical workflow, in order (one step per line)

Ask for your input before drafting?

Yes No

Wait for confirmation before finalizing?

Yes No

6Files & structure

Where things live.

Folder for final deliverables

Folder for working files / status

Do you run a shared "brain" folder across multiple Claude projects?

NoJust this one project YesShared context across projects

If yes, path to that folder

7Automation

Anything that should run on its own.

Recurring tasks you want Claude to handle automatically

8How you like to work

This part goes into your personal Cowork preferences, not the project itself.

Pacing

One step at a timeDon't dump a big plan on me Big picture is fineShow me the whole plan up front

Learning style

Walk me through itExplain what was built and why Just give me the resultI don't need the explanation

What does success look like for you, beyond money?

Describe the working relationship in one line

9Connectors & skills

What Claude should be connected to, so it has everything ready from session one.

File types you'll likely need generated

Claude Cowork instruction generator

1The basics

2Compliance & rules

3Voice & audience

4Personal brand strategy

5Workflow

6Files & structure

7Automation

8How you like to work

9Connectors & skills

1. Project instructions - paste into Claude Project "Instructions"

2. Personal preferences - paste into Cowork personal preferences

3. Brand strategy brief - save as a reference file Claude reads every session

4. Setup checklist - what to connect/install before you start