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Claude for beginners — turn your material into a finished document

Give Claude a goal, material and a format, refine the draft and request a downloadable document.

Estimated time
About 10 min

Turn an unfinished idea into useful work

Claude can turn notes, figures or a draft into a clear result. This time, you will turn fictional notes from a rental flat viewing into a one-page memo to help you make a decision. You will quickly get something you can use, edit or share.

Your goal for this session

You will send Claude a goal, material and a format. Then you will ask for the plan to become a polished document. The whole experiment takes about ten minutes.

Your first success

  1. 1

    Open Claude

    Open Claude in your browser at claude.ai. Sign in if the service asks you to.

  2. 2

    Send the ready-made request

    Copy the memo request below as it is. It includes fictional material, so you do not need to come up with anything first.

  3. 3

    Read the draft and revise one point

    Check that the flat's condition, advantages and open questions are based on the supplied notes. Then request one change that makes the memo more useful to you.

  4. 4

    Ask for a finished file

    Once the content works, copy the follow-up below. Claude turns it into a one-page Word or PDF file. If file creation is unavailable, you will get the same content as finished text to copy into your own word processor.

Claude opens in a new tab. Return to this guide to copy the next request or refinement.

Open Claude and try it (opens in a new tab)

Turn viewing notes into a finished memo

Turn the fictional notes below into a clear one-page memo about a rental flat viewing. Organise the answer under these headings: flat condition, advantages, open questions for the landlord and next step. Do not invent missing information; mark unclear points as questions instead. If you add useful observations of your own, for example to a checklist, clearly label each one 'suggestion' so they do not get confused with the supplied information. Write in English with a friendly, practical tone.

Notes:
- The flat is 2h+k (two rooms and a kitchen), on the third floor, with no lift.
- The rent is 780 euros per month, excluding electricity.
- The kitchen cooker looked new, but there was no information about a washing machine.
- The balcony faces south and the flat is bright.
- A neighbour said the building's plumbing will be renovated next year.
- The landlord wants an answer by Friday at the latest.

Compatible with: Claude

Turn the memo into a finished document

Turn the flat memo you just made into a one-page Word or PDF file, whichever works better for you. Keep all the supplied information and headings. Use a clear structure: title, flat condition, advantages, open questions and next step. Make the open questions stand out. Before creating the file, check that no invented information has slipped in. If neither file format is available, provide the same content as fully formatted text that I can copy into my own word processor.

Compatible with: Claude

Guide Claude one round at a time

The first answer is a draft, rather than a final decision. In your next message, explain which part still does not work. Claude retains the conversation's context, so you do not need to paste the entire request again.

Refine with one concrete change

A common request:

Make this better.

Keep the headings, but shorten the memo to half its length and make the plumbing renovation schedule stand out as the first open question.

A good refinement explains what stays the same, what changes and what a successful version looks like.

The same workflow in other formats

Once the basic idea is familiar, you can ask for the same material–draft–refinement workflow as a spreadsheet or checklist. Claude can create a downloadable file if file creation is enabled; otherwise, ask for finished text or a table. An artifact is Claude's separate window for editable content. It may not open in every situation, so ask for the same draft as plain text if needed.

Create a household expense tracker

Create an Excel file for tracking a month's household expenses. Make columns for date, expense, category and amount. Add the categories food, transport, housing and other. At the end, create a summary by category using formulas and one bar chart. Use euros and English headings. Keep only these four input columns in the spreadsheet, with the summary below them.

Compatible with: Claude

Turn instructions into a checklist

Turn these fictional instructions for a housing association's communal yard clean-up into a clear checklist. Group the tasks into before the clean-up, during it and at the end. Add a checkbox and estimated duration for each task. Do not add any tasks that are not mentioned in the instructions. Make the result a downloadable Word file.

Instructions:
The yard clean-up starts on Saturday at 10. We will rake the front yard and playground, clear the area around the bin shelter, wash the equipment store windows and take the garden waste to the city's collection point. Rakes are in the store. The waste must be covered in the trailer. Coffee will be served in the common room at 12.

Compatible with: Claude

Turn an announcement into an editable draft

Create a clear, editable one-page announcement for this fictional book club's spring season. Use a title, a short introduction, a list of dates and a call to action at the end. Keep all the supplied information, but separately suggest two possible subheadings. If artifacts are enabled, make the result an editable artifact. If an artifact does not open, provide the same content as a finished text draft.

Information:
The book club meets downstairs in the library on the first Tuesday of each month at 18. In spring, the reading is a work by Minna Canth in January, a novel chosen by the participants at their first meeting in February, and a short story collection in March. You are welcome even if you have not finished the book.

Compatible with: Claude

Check the result before using it

  • Is the content based on the supplied information, or have invented details appeared?
  • Are the important points easy to find under the right headings and in lists?
  • Will another person understand from the file what they need to do?
  • Which one point should you check against the original source before sharing?

If Claude guesses or skips something, ask it to mark the uncertain points visibly before you pass the document on.

Once you know the basics: create your own project

A Claude project is a dedicated workspace for a recurring topic. You can add files to its knowledge base and write instructions that Claude uses in the project's different conversations. For example, an association's communications project could include an events calendar and instructions to write in clear, everyday language.

  1. 1

    Create a project

    Open Projects in the left sidebar and select a new project. If the sidebar is collapsed, open it using the menu icon. Give the project a descriptive name.

  2. 2

    Add one good source

    Add something such as your own style guide or a public events calendar to the knowledge base. First remove passwords, personal identity codes and other private information from the file you include.

  3. 3

    Write working instructions

    Describe the result you want, such as short paragraphs, clear headings and one call to action.

  4. 4

    Test in a new conversation

    Start a new conversation in the same project and ask for one small task. You will quickly see whether the project's shared background helps.

Write a request that provides a goal, material and format

Write your own request first. The hint and checking criteria appear only after your own attempt or after you select "I don't know yet". In both rounds, use only the supplied material and the imagined Claude answer as background.

Use only the supplied material and the imagined Claude answer in this exercise, rather than your own information. Your written answers are visible only in this browser tab and are not saved on AI Licenses' server.

Question 1/2

Question 1/2

Imagine you want Claude to summarise the eruption-style material above in one paragraph, using language suitable for a lower secondary school class. Write one request that states your goal, uses only the supplied material as background and specifies the desired format. Also ask Claude to clearly mark anything it adds that was not stated in the material.

Use the practice activity in your own AI service (optional)

Turn meeting notes into a finished document

Claude helps organise material into a clear document and shows you what still needs checking. Use the supplied fictional meeting notes.

Second round · about 5 min

What will you make from the material?

How the request is built

Goal
Extract decisions, tasks and open questions from meeting notes
Format
A one-page memo of decisions and tasks as a DOCX file or text
Check
Missing information is marked 'not agreed' rather than guessed
Material
The fictional meeting notes are included in the prompt

Turn the fictional association meeting notes below into a one-page memo of decisions and tasks. First create a clear text draft with the headings Decisions, Tasks and Open questions. Add a person responsible and a deadline to tasks only if they are mentioned. Mark missing information as 'not agreed'. Finally, check that every decision appears in the material. Turn the draft into a downloadable DOCX file. If file creation is unavailable, provide finished, formatted text. Meeting notes: - The spring members' evening will take place on 18.4. in the library meeting room. - Liisa will order the coffee. - Marko will create the website announcement next week. - A budget of at most 250 euros was agreed. - The original speaker's attendance is still unconfirmed.

Ready to try the real Claude?

Copy the request first. Claude opens in a new tab, and this exercise will be waiting here.

Open Claude (opens in a new tab)

Practice material: This exercise uses fictional meeting notes. When you try the same approach with your own material, leave out personal information and other identifying details.

Publication details and sources

Published:
August 7, 2026
Sources checked:
August 29, 2026

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