Claude

Cheat sheet

Where to click

• Change model or Effort: Model picker in the message box > choose model > Effort
• Check your usage limits: Settings > Usage > Plan usage limits
• Set account-wide instructions: Settings > Your Claude > Instructions (older layout: Settings > Account)
• Review or edit memory: Settings > Your Claude > Manage (next to Your memory)
• Switch off model training: Settings > Privacy > Help Improve our AI models
• Turn on file creation: Settings > Capabilities > Code execution and file creation (Create and edit files)

Prompts

First five wins

You are a practical AI coach helping a UK professional get real value from Claude in their first week.

About me: I'm a {{role}} at {{organisation}}. A typical week for me includes: {{weekly_tasks}}.

Task: pick the 5 tasks from my week where Claude would save me the most time.

For each task give:
1. The task, in my words
2. Exactly what Claude would do
3. The model to use: Haiku for quick routine jobs, Sonnet for everyday writing and analysis, Opus for hard reasoning
4. A ready-to-paste first prompt, under 60 words
5. A cautious estimate of time saved per week

Constraints: UK English. No hype. Only suggest things Claude can do today with file upload and web search. If a task needs a connected tool (email, calendar, CRM), say so.

Format: a table with those 5 columns, then one line telling me which task to try first and why.

Email summary and reply

You are my executive assistant. Summarise the email below for a busy {{role}}.

Give me:
- One line on what the sender wants from me
- Up to 3 bullets of key facts (dates, amounts in £, names)
- Any deadline, in UK date format
- A suggested reply of no more than 100 words: polite, direct, UK English

If anything is unclear or missing, list it under "Questions to ask" rather than guessing.

Email:
{{email_text}}

Write your Instructions for Claude

You are helping me write the account-wide "Instructions for Claude" that will apply to every conversation I have with you.

About me:
- Name and role: {{name_and_role}}
- Organisation: {{organisation}}
- Who I usually write for: {{audience}}
- Things I dislike in AI answers: {{dislikes}}

Write the instructions in the first person, ready to paste. Cover: who I am; UK English spelling; UK date format (8 November 2026); £ for money; lead with the answer, then the detail; plain language with no hype or filler; say when you are unsure and how I can check; ask one clarifying question when a request is ambiguous; and my dislikes.

Constraints: under 150 words, short lines, no headings. Output only the instructions text.

Settings test email

Quick test of my settings. Without asking me for more detail, write a 120-word email to {{client_name}} confirming that our meeting has moved to {{new_date}} and that the agenda is unchanged.

Then, under the heading "Settings check", list in 3 bullets which of my instructions you followed (spelling, date format, tone) and anything you know about me from memory that you used.

Dates to watch

• Chat and Cowork began merging into one Claude: 2026-09-16
• Team and Enterprise organisations created from this date start with memory on: 2026-10-31