The Complete Workflow

This is an end-to-end automation workflow that transforms how you organize and create educational content. You’ll see exactly how Claude Cowork acted as a digital employee, completing 30 hours of manual work overnight through two automated tasks: reorganizing a messy document library and transforming vendor documentation into custom-branded training resources.

What This Workflow Does

• Reorganizes content libraries from chaos to structure – Reduces 24 poorly-organized categories down to 12 strategic ones mapped to your business framework
• Transforms vendor docs into branded resources – Automatically converts 46 public documentation pages into custom-named, categorized training materials
• Runs autonomously overnight – You set up the task in 15-20 minutes, then wake up to completed work the next morning

The Flow (Step-by-Step)

Phase 1: Setting Up Your Digital Employee

What happens: You define the task parameters, provide your business framework (like the 10-step campus map), and give Cowork access to your systems through MCP connectors.

Output: A clear delegation plan that Cowork confirms back to you before execution.

“This is a digital employee. It gets stuff done as opposed to us asking questions. And if you get your head wrapped around that, you’re going to think completely differently about all the work you do.”

Implementation:

1. Open Claude Cowork and click “New Task” (not “New Chat”)
2. Upload your business framework as a markdown file (example: 10-step campus map with phases and processes)
3. Connect your tools via MCP connectors (example: AI Engine for WordPress access)
4. Describe what you want done in plain language
5. Review the proposed approach Cowork suggests
6. Make a backup of your data before first-time tasks

Phase 2: Task 1 – Document Library Reorganization

What happens: Cowork analyzes your existing content structure, identifies problems (empty categories, poor organization, missing framework alignment), proposes improvements, and executes the reorganization.

Output: 24 messy categories reduced to 12 strategic ones, all documents re-tagged and properly categorized based on your framework.

“I said ‘Here’s the skill. Here’s access to my WordPress site. I want you to go do the work and then I only want to know when it’s finished.’ That’s what happened.”

Implementation:

1. Cowork reads your current document library structure
2. Identifies 8 empty or poorly-structured categories
3. Proposes new category system aligned with your framework phases
4. You refine (example: adding ChatGPT, Claude, Gemini-specific tags)
5. Cowork creates 12 new categories
6. Migrates all existing articles to proper categories with appropriate tags
7. Executes in 102 automated steps while you’re away

Phase 3: Task 2 – Vendor Doc Transformation

What happens: Cowork takes public vendor documentation (like Fluent Community user guides), applies your business framework and branding, and recreates them as custom training resources in your WordPress site.

Output: 46 vendor docs transformed into branded training materials with your naming conventions, categories, and teaching approach.

“I just gave a skill on how I want things done, I gave it the tool to access the WordPress site, and then I said ‘Look, reorganize, tag my existing stuff, take this new stuff, make it my own, and put it in.'”

Implementation:

1. Create a “doc translator” skill that defines your transformation rules
2. Specify your naming conventions (example: “teaching members,” “study hall,” “campus”)
3. Point Cowork to the public vendor documentation URLs
4. Set documents to draft mode (for your review before publishing)
5. Cowork processes each document through your skill
6. Applies your 10-step campus map framework to organize content
7. Creates 46 new WordPress documents with proper categories and tags
8. Work completed overnight in under 2 hours

⚡ Automation Opportunities

• Content curation workflows – Apply this same approach to any public documentation you reference regularly
• Batch processing – Queue multiple transformation tasks to run overnight
• Regular maintenance – Schedule quarterly library reorganizations as your framework evolves
• Vendor update monitoring – When vendors update their docs, automatically refresh your branded versions

Time Comparison

Set It Up

Step 1: Create Your Framework File
Document your business process as a markdown file. Include phases, steps, naming conventions, and categories. This becomes the “operating manual” for your digital employee.

Step 2: Connect Your Tools
Set up MCP connectors for the systems where work will be done. For WordPress: install AI Engine plugin and configure the MCP connector. Test the connection before delegating tasks.

Step 3: Start Small with Backup
Your first task should be low-risk with a full backup. Treat Cowork like a new employee’s first day – you wouldn’t give them unrestricted access immediately. Start with draft-only permissions, review results, then expand access.

Step 4: Build Your Skills Library
Create reusable “skills” (simple markdown instruction files) for common transformations. Example: “doc translator” for converting vendor docs, “content organizer” for library cleanup. These become your digital employee’s training manual.

“If you think that creating a course is going to be able to replace all of the user documentation on something you’re trying to teach and I can do that in five or 10 minutes with some instructions and then have that work done for you, you’re in some serious trouble.”

Optimize Over Time

• Refine your skills files based on results – track what works and what needs adjustment
• Build a “skills library” for common tasks – content organization, vendor doc transformation, categorization updates
• Schedule overnight tasks for when you’re not using your WordPress site
• Monitor execution logs to improve delegation clarity
• Create task templates for repeatable workflows

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