AI Officer Institute
AI Buddy
πŸ”₯ 7
1,240 xp
DH
← Your First Cowork Workflow
Agentic AI

Session Recap

What we covered and how to apply it this week.

What We Covered

95 percent of organizations investing in AI get no measurable return. Not because the tools do not work - the tools are extraordinary right now. Because they skip the process and go straight to the tool.

In this session, you learned that building a real AI program follows five steps: Define, Discover, Design, Determine, Deploy. This is the 5D Framework. Every AI program - from a simple weekly summary to a complex multi-system workflow - follows this same pattern.

We opened with a live demo of a blog-to-production workflow. An email arrives with a content idea. Pick the idea, answer two questions, and a finished post is ready to publish - with no writing required. That workflow was not built by a developer. It was built using the same five steps you just practiced.

Then you applied the 5D Framework to your own work:

Define - You used Claude to map and visualize your recurring task before touching any tool. Claude asked clarifying questions and surfaced steps you had not thought about.

Discover - You connected a real folder in Cowork and asked Claude what it needed to run the workflow. Claude told you what was missing, what needed organizing, and what was ready to go.

Design - You did not write the project instructions yourself. You told Claude what you wanted and asked it to write the instructions for you. The AI built its own operating procedure.

Determine - Before running, you set a baseline. How long does this task take today? How often? What is your time worth? That number is your ROI metric.

Deploy - The instructions are saved. The folder is connected. The system runs without you.

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Try This Week

Run your workflow on real files at least once this week.

Before you run it, write down your baseline number. After you run it, write down how long it actually took. Keep that difference - it is your ROI and it is the most important thing you can bring to your next conversation with your manager.

Once it works, show it to one person on your team. Not to impress them - to find out if they have the same problem. If they do, your personal workflow just became a team system.

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Micro-Session Resources
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Your First Cowork Workflow Β· Micro-Session
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Hey! πŸ‘‹ I've reviewed this session and I'm ready to go deeper with you. Here's what we're covering:
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πŸ”„ A workflow is a repeating sequence of decisions: Cowork connects those decisions to AI actions so the workflow runs with minimal human input after the first setup. The power is in the design, not the automation.
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πŸ“ Context is Cowork's superpower: Files saved to your project folder β€” style guides, briefs, personas β€” are permanently accessible to Claude across every session. No re-explaining. Ever.
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