Session 1 — Thursday 6 August 2026. Finding your way around the app, setting a project up once, and what's coming.
Feature walkthrough — three parts
Then
Can't get in at all? Use the help form — it's open any time, and it's how we track issues instead of losing them in DMs.
Where Cowork sits in the app, what the connectors will give you, and the one folder Cowork works in.
Connectors let Claude reach into your real systems — SharePoint, OneDrive, Outlook, Teams — using your existing permissions. It's how Cowork works with your actual files and mail, not just what you upload.
Search sites and libraries; read the documents you already have access to.
Search mail and calendar — pull threads and find availability.
Search chat messages and conversations for context.
Due to recent firm policy restrictions, Cowork can only open a folder called Claude. Put your project inside it, anywhere inside it, and Cowork can work with your files. Put it anywhere else and Cowork can't see it at all.
Where the Claude folder is
On a Mac OneDrive / Claude Home folder / Claude On Windows OneDrive \ Claude C:\Users\<you>\Claude
Works
Claude / project-aurora /
Claude / aurora / data-room / tsa /
Subfolders are fine, as many levels deep as you like.
Doesn't work
Desktop / project-aurora /
Documents / Clients / Aurora /
Outside the Claude folder, Cowork can't open it — even if you can see it yourself.
Sync a SharePoint or Teams folder to your laptop and it lands outside the Claude folder, so Cowork can't open it. Working on those files means copying them in, which leaves you with a second copy of the document.
It keeps Cowork out of folders you haven't thought about — Downloads, Desktop, everything you've ever saved. You decide what it can see.
Anything outside the Claude folder is blocked, including when you give Cowork the exact path. To work on something, move or copy it into the Claude folder first.
We're working with them on a way to reach your SharePoint files directly, so nothing has to be copied.
A folder, a file Claude reads automatically, and any skills your team shares. Do it once and it works from every interface you open it in.
The folder
OneDrive/Claude/ project-aurora/ ← launch Cowork here CLAUDE.md ← read automatically project-context.md stakeholders.md plan.md skills/ ← set up once, everyone gets it working/ ← drafts deliverables/ ← finished work
CLAUDE.md is read automaticallyWhen it sits in the project folder. Startup instructions go there.CLAUDE.md looks like.project-aurora / CLAUDE.md
# Project Aurora — carve-out support # Context For anything about the deal, read project-context.md. For who's who and what they want, read stakeholders.md. For the workstream plan, read plan.md. # Where things go Put drafts in working/<my-name>/. Finished deliverables go in deliverables/. # Who am I I'm Glenn. Prefix files I create with "gt-".
“Tell Claude where to look and how you work — don't paste the deal in here.”
A line or two each. The detail itself lives in project-context.md, stakeholders.md and plan.md — those can be as long as they need to be.
Skills you add show up in the + menu straight away.
One CLAUDE.md, one set of context files, one skills folder. Go to whichever interface fits the task rather than the one that has your files.
Cowork
You describe what you want and it produces files in the folder — the one you pointed it at.
Claude Code / VS Code
In the terminal, or in VS Code through the Claude Code extension. Not limited to the two approved folders.
Claude Chat
The file system connector* would be the bridge — point it at the same folder and chat could read and write the project's files too.
* The file system connector for Chat isn't available to us yet, and there's no date for it. Cowork and Claude Code work this way today.
The three things coming and who owns them, where to go if you want more depth than today, and the first thing to try if you can't get into the app.
| What | When | Owner |
|---|---|---|
| Practice skills — manual install | Early September | The practice's offerings teams |
| M365 connector | This fall — TBD | The firm's central security team |
| Plugin marketplace inside Cowork | This fall — TBD | The practice and the firm's central security team |
| These office hours — walkthrough, Q&A, access | Ongoing | The practice AI team |
Introduction to Claude Cowork. Four sections and a quiz, self-paced — you register once to get in. It covers the same ground as today in more depth.
The Anthropic Skilljar is accessible any time.
The 45-minute Anthropic session with a build-along and Q&A.
Most of what we've seen so far clears with a clean reinstall. Try this first.
Remove Claude through Control Panel — not by deleting the shortcut.
Restart the machine before reinstalling. Skipping this is why most retries fail.
Install again from the firm's software portal.