Field Notes · AI in Practice
October 2026

A practitioner's guide to Claude

Most people use Claude to answer questions. The real return comes from handing it the work.

This guide sets out how Claude is actually organised in October 2026, every version of Claude from the app to Claude Code, the fourteen capabilities that most users never discover, and the exact words that unlock each one. Every prompt can be copied and used today.

Training course

Once you have read this document, you might want to take the training course.

The Claude Practitioner Programme turns everything here into ten self-paced modules with 43 self-testing activities, a certification assessment and a certificate.

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I · The mental model

Three ways of working, and why most people stop at the first

Claude is one app with three distinct modes. The modes differ in what you hand over and in what you get back.

1

Ask

A question, an explanation, a critique of a draft. Claude replies in the conversation and may search the web, citing its sources.

You get: an answer to read once.

2

Delegate

An outcome with several steps: read these files, research this, compare and draft. Claude plans, works through a visible task list, and keeps going if you close the app.

You get: finished work, checked against its sources.

3

Build to keep

A deck, document, spreadsheet, design, dashboard or small web tool. It opens in its own editor, has its own link, and Claude can revise it later in another conversation.

You get: an asset you own, edit and share.

The modes are a sequence of increasing return. A question costs you a minute and saves you a minute. A delegated task costs you a paragraph of instruction and can save you an afternoon. A kept asset goes on paying back every time someone opens it.

II · The Claude family

Every version of Claude, what it is for, and what most people miss

Claude now comes in one main app and a set of versions built for particular places and people. Two names you may have read about, Cowork and Claude Design, no longer exist as separate products. The note below explains where they went.

Where did Cowork go?

Cowork was the desktop workspace for delegating multi-step tasks. Its capabilities are now part of the Claude app itself. You no longer switch into a separate mode: describing an outcome in any conversation gets the same planning, file work, connectors and scheduled tasks.

Where did Claude Design go?

Visual work is now one of the output types the app produces. Ask for a poster, a landing page or app screens and Claude opens a design canvas you can edit, export as a PDF or image, and keep. Slides, documents, spreadsheets, dashboards and whiteboards work the same way.

For everyone

The Claude app

Web, desktop and mobile

This is the centre of the family. You can ask, delegate, build, schedule and remember from the same conversation, and the work continues in Anthropic's cloud when you close the laptop.

  • The desktop app reaches your own computer. Once the desktop app is linked, Claude can read and write files in folders you connect, operate applications through computer use, and still do its processing in the cloud.
  • You can start on one device and finish on another. Delegate a task from your desk and check the result on your phone; the session is the same.
  • Outputs are typed, not pasted. Decks, documents, sheets, designs and dashboards each open in their own editor. See levers 01, 08 and 09.

For builders

Claude Code

Terminal, web, desktop and mobile

Claude Code is an agentic coding tool. It reads a whole codebase, edits files, runs commands and tests, and commits the result. Developers use it for features, debugging, refactoring and migrations. Non-developers use it to build the small internal tools they would otherwise commission.

  • Plan mode. Ask for a plan before any code is written. You approve or amend the plan, and only then does Claude build. This prevents most expensive mistakes.
  • A CLAUDE.md file is the project's standing brief. Claude reads it at the start of every session: conventions, commands, things never to touch. Write it once and stop repeating yourself.
  • Subagents and worktrees run work in parallel. Claude can hand a search or a review to a separate agent, or try an approach in an isolated copy of the repository without disturbing your main work.
  • Hooks automate the routine. A hook runs a command at a fixed point, such as formatting every file after an edit or running the tests before a commit.
  • Skills, plugins and MCP connectors extend it. Your team's deploy steps or review checklist can be packaged once and used by everyone.
Plan first and wait for my approval. I want a simple web page where heads of department can log room bookings for the exam season, stored so everyone sees the same bookings. List the steps, the files you will create and anything you need from me.

For the web

Claude in Chrome and the built-in browser

Browser extension, and a browser pane in the desktop app

Claude can work on live websites in two different browsers. Claude in Chrome acts in your own Chrome with your existing sign-ins. The built-in browser is a pane inside the desktop app with its own separate sign-ins.

  • Choose the browser for the job. Use Chrome when the task needs your accounts. Use the built-in browser when you would rather Claude did not act inside your personal sessions. A "Preferred browser" setting decides the default.
  • Use a browser only when needed. Connectors and web search read faster and more reliably. A browser is for the steps nothing else can do: signing in, clicking through a portal, filling in a form for you to check.

For your desktop

Computer use

Through the Claude desktop app

With computer use, Claude sees your screen and operates native applications by clicking, typing and scrolling. It suits work that spans several desktop apps, or software with no connector at all.

  • It is for applications, not websites. Anything on a live website goes through one of the two browsers instead.
  • You grant access app by app, and Claude asks before anything irreversible.

For Microsoft organisations

Claude for M365

Inside Microsoft 365

Claude for M365 brings Claude into the Microsoft 365 environment your organisation already uses, so the work happens where the documents and mail already sit.

For teams

Claude Tag

Currently in Slack

Claude Tag is a shared agent that lives in a team's channels. Unlike a private chat, it works with several people at once and can act without being asked.

  • It works from shared context. Everyone in the channel draws on the same thread of work, rather than each person briefing their own private assistant separately.
  • It can take the initiative. Claude Tag can pick up follow-ups, chase loose ends and flag what has been missed in a channel.

For researchers

Claude Science

Runs on the lab's own machines

Claude Science is a research workbench for scientists. Because it runs on the lab's own machines, the data stays local, which matters for sensitive or regulated datasets.

For security teams

Claude Security

Works on a codebase

Claude Security finds vulnerabilities in a codebase and writes the patches to fix them.

For developers

Claude Console and API

Documentation at docs.claude.com

The Console and API are how organisations build Claude into their own products: a tutoring system, a report generator, a parent-facing assistant. Every model in section V is available by name through the API.

Experimental products sometimes appear under a "Labs" label before they have a name of their own. Treat them as previews: useful, but subject to change.

III · The hidden levers

Fourteen capabilities most users never find

Each lever below is listed with the habit it replaces and a prompt you can copy. Filter by the kind of gain you are after. Availability of some features depends on your plan and your organisation's settings.

14 levers
01
Output

Name the format, and you get an editor rather than a reply

When you ask for slides, a document or a spreadsheet, Claude creates a live artifact of that type. A deck opens in a slide editor where you can retitle a slide yourself; a document can be exported to Word or PDF; a deck to PowerPoint or PDF; a design to PDF or an image.

The usual habit is to ask for "some slides" and receive bullet points in the chat. Saying "make this a slide deck" produces the deck itself. You do not need to ask for a .pptx file unless you specifically want one: the export is available from the deck.

Turn the attached termly report into a 10-slide deck for the governing board. One idea per slide, minimal text, and put the detail in the speaker notes.
02
Delegate

Give the outcome and walk away

Multi-step work runs in Claude's own workspace and continues while you are away. A task list beside the conversation shows what is done and what remains, and you can pick the work up later from your phone.

If you tell Claude you will check back later, it will not stop to ask you questions: it takes the most reasonable reading, states at the top which reading it took, and carries on. For anything irreversible it prepares the work and waits for you.

I'm going into meetings for three hours. Read the five attached policy documents, find every place they contradict each other, and give me a table of the conflicts with page references and a recommended resolution for each. Make your best judgement on anything ambiguous and note what you assumed.
03
Delegate

Put recurring work on a schedule

Claude can set up a scheduled task that runs on a cadence you choose: every weekday morning, every Monday at 7, the first of each month. Each run is a fresh session, and you can be notified when it finishes.

Because each run starts with no memory of the conversation that created it, write the instruction so that it stands on its own: name the sources, the format and the recipient in full.

Set up a scheduled task for every Monday at 7am Dubai time: search the web for UAE education regulation news from the past seven days (KHDA, ADEK, MOE), and give me a one-page brief with the five most important items, each with its date, source and a one-line implication for a British-curriculum school group.
04
Memory

Tell it what to remember, and what to forget

Claude builds a memory of your role, your projects and your preferences from your conversations, and it can also be told directly. "Remember that I write in British English" or "Forget what I said about the restructure" are acted on in that turn.

Standing preferences about format and tone apply to every response afterwards. You can ask "What do you know about me?" at any time. Memory is switched on and off with the "Generate memory from chats" setting, and an incognito chat runs without memory at all.

Remember these as standing preferences: British spelling, no em dashes, and when you give me a document, tell me explicitly what you left out and why.
05
Memory

Search your own past conversations

Claude can search and open your earlier chats. Refer to past work the way you would with a colleague, using its subject rather than its date, and Claude will find the conversation and continue from it.

The search matches the words that were actually used. "The parent survey analysis" will find it; "that thing we did" will not. This is controlled by the "Search and reference chats" setting.

Find our earlier conversation about the parent survey analysis and pick up where we left off. Remind me what we decided and what was still open.
06
Memory

Use Projects as sealed rooms for sensitive work

A Project holds its own files, instructions and chats. Each Project also has a memory setting: connected, so that it shares context with your general memory, or kept separate in both directions.

For HR casework, a recruitment round or anything confidential, a separate Project keeps those details from surfacing in unrelated conversations. The setting is on the Project's own page, not in your general Settings.

In this Project you are helping me prepare for a senior appointment. Treat every candidate detail as confidential, cite the person specification for every judgement, and flag any claim we cannot evidence from the application packs.
07
Delegate

Connect your own tools instead of pasting from them

Connectors link Claude to services such as Gmail, Google Drive, Slack and Canva. With a connector in place, Claude reads the source directly, and it can draft into the tool, for example a reply in Gmail.

If you ask about "my inbox" or "our shared drive" and no connector is set up, Claude will suggest the right one. Sending, posting or publishing on your behalf always requires your explicit confirmation.

Search my Drive for the three most recent board packs, compare the attendance figures across them, and draft a short email to the Principal summarising the trend. Leave it as a draft; do not send.
08
Output

Build small tools that remember their data

A web page Claude publishes for you can do more than display. Depending on your account, it can keep a small shared database, so a sign-up sheet, an observation tracker or a booking list stores what people enter and everyone with the link sees the same records.

Pages start private to you and are one share away from colleagues. Claude can later add or change records in them without rebuilding the page.

Build a shared lesson-observation tracker page: date, teacher, observer, focus area, three strengths, one development point. Anyone with the link can add an entry, and include a filter by department.
09
Output

Revise any artifact later, and keep its link

Artifacts persist beyond the conversation that made them. In a new chat you can ask Claude to update one by name and it will edit the same artifact at the same address, so links you have already shared continue to work.

Comments left on a published artifact can also be sent to Claude, which makes a document something a team can review and Claude can act on.

Open the staff AI guidance document I made last month and update the section on assessment to reflect the new exam board rules I've attached. Keep the same link.
10
Delegate

Turn a procedure you repeat into a skill

A skill is a saved set of instructions that Claude loads automatically when a request matches it: your report template, your house style for letters, your checklist for reviewing a policy.

Whether a skill fires depends almost entirely on its description. Write it as a trigger ("Use when asked to draft a letter to parents") rather than a label ("Helps with writing"). The quickest route is to finish a task well once, then ask Claude to package what you did.

That process we just went through for reviewing the safeguarding policy worked well. Turn it into a skill I can reuse for any school policy review, with a description that makes clear exactly when it should be used.
11
Quality

Ask for an independent check by a fresh pair of eyes

On high-stakes work, ask Claude to have a separate agent, one that has not seen the drafting, verify the result: every figure against its source, every citation against the paper, every date against the calendar.

A model checking its own draft tends to confirm it. A checker with no stake in the draft finds what the author missed. This costs a few extra minutes and is the closest thing to a second reader.

Before you give me the final version, have a separate agent that hasn't seen your drafting check every statistic and citation against its original source, and list anything it could not verify.
12
Quality

Make it criticise before it complies

Claude will do what you ask. It is often more valuable to ask it first what is wrong with what you are asking for: the weak assumption in the plan, the objection a governor will raise, the section of someone else's document that is poorly designed.

Claude will disagree with you when asked plainly, and you can make this a standing preference so that it happens without asking.

Before you start, tell me the three weakest points in this proposal and the hardest question a sceptical board member would ask. Then write the revised version that answers them.
13
Quality

Let it interview you first

For anything expensive to redo, the most efficient instruction is often to ask Claude what it needs to know. It will put a small number of multiple-choice questions to you, and the answers settle scope before any work begins.

Ten seconds answering questions avoids a twenty-minute deliverable aimed at the wrong reader.

I need a parent communication plan for the move to a new timetable in January. Ask me whatever you need to know first, then build it.
14
Delegate

Let it use the browser and the desktop

Through Claude in Chrome, Claude can act on websites in your own browser with your existing sign-ins: navigate a portal, gather figures from several pages, fill in a form for you to review. With the desktop app it can also operate applications on your computer.

Use this for the steps no connector covers. Claude will not enter passwords or card numbers, and it asks before submitting a form, sending a message or making a purchase.

In my browser, go to the KHDA inspection reports page, find the latest published ratings for the five schools on the attached list, and put them in a spreadsheet with the report date and the link to each.

IV · Anatomy of a brief

The same request, written two ways

The quality of what Claude returns is set mostly by four things you tell it: who will read it, what it is for, what form it should take, and what you already know.

Typical

The one-line request

"Summarise this inspection report."

Claude must guess the reader, the length and the purpose. You receive a competent, generic summary that you then rewrite.

Effective

The brief

"Summarise the attached inspection report for our governors, who meet on Thursday. One page. Lead with the three findings that will need a board decision, with page references. Keep the language plain; several governors are parents rather than educators. I already know the overall rating, so skip it."
Reader: governors, mixed expertise
Purpose: decisions on Thursday
Form: one page, ranked, referenced
Known: the rating; do not repeat it

V · Choosing a model

Four models, chosen from a menu in the app

Current as of 14 October 2026. Which models appear for you depends on your plan.

ModelReach for it whenTrade-off
Haiku 5.5Quick lookups, short drafts, reformatting, simple classificationFastest; least depth on hard problems
Sonnet 5.5Everyday writing, research, analysis and most delegated tasksThe default balance of speed and capability
Opus 5.5Complex analysis, long documents, strategy, difficult codingSlower; uses more of your usage allowance
Fable 5.1The most demanding, long-running research and agentic workAnthropic's top "Mythos" tier, with extra safety measures for biology, cybersecurity and AI research
A practical rule: you can switch model in the middle of a conversation. Plan and draft the hard first version with Opus or Fable, then switch to Sonnet for the rounds of small revisions.

VI · Boundaries

What it will not do, and what you should still check

Credentials and payments

Claude will not type passwords, card numbers or ID numbers into any site. You sign in; it works within the session.

Anything irreversible

Sending, publishing, submitting and purchasing each require your explicit yes, every time.

Instructions hidden in content

Text inside a web page, email or file that tells Claude to do something is treated as data, not as an order. It will show you the text and ask.

Your judgement

Claude can be wrong with confidence. Ask for sources on anything factual, use the independent check in lever 11 for anything high-stakes, and keep the final decision yours.

VII · Getting started

Your first five days

One new lever a day, each built on the last. By Friday the levers that matter most are habits.

  1. Monday

    State three standing preferences and ask Claude to remember them.

    Lever 04. Ten minutes, and every later response improves.
  2. Tuesday

    Take a real document you would have summarised yourself and ask for a deck or a one-page brief, written as a full brief.

    Lever 01 and section IV.
  3. Wednesday

    Connect Drive or Gmail and delegate one multi-step task while you are in meetings.

    Levers 02 and 07.
  4. Thursday

    Repeat Wednesday's task, then ask Claude to turn the process into a skill.

    Lever 10.
  5. Friday

    Schedule one recurring brief for next Monday morning.

    Lever 03. From here, the work starts arriving before you ask for it.
The Cambridge
Consultancy Group
Product details current as of 14 October 2026; features and availability vary by plan and organisation settings.
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