NEW Claude Projects Full Guide! (Amazing Results)

Summary

Highlights

• Projects in Claude can handle extensive information, accommodating up to a 500-page book equivalent in context. 📚
• Custom instructions allow for tailored outputs and interactions, simplifying repetitive tasks and prompts. ✨
• Collaboration is key, with features that allow team members to share conversation snapshots just like social media posts. 🤳
• The new project knowledge feature helps in grounding outputs directly into internal resources like style guides or code bases. 💼
• Drake Srat demonstrates setting up projects for AI automations, showcasing the flexibility and power of the new feature. 🔧

Key Takeaways

• Claude's new projects feature is a game-changer, allowing users to organize conversations and internal knowledge into specific projects with a substantial context window. 📑
• Users can create custom instructions specific to projects, enabling streamlined problem-solving and collaboration. 🤝
• The feature is particularly beneficial for pro users who can define tailored outputs, enhancing user experience and efficiency. 🚀
• Drake Srat of AI Foundations provides a comprehensive guide on utilizing Claude's projects, setting a practical example for big goals and smaller tasks alike. 🎯
• The projects feature mimics some functionalities of ChatGPT, indicating its competitive edge and versatility. 🦾

Overview

Chapters

• 00:00 - 01:00: Introduction to Claude's Projects Feature Introduction to Claude's Projects Feature: Claude has launched a new projects feature that is considered a game-changer. This feature allows users to create projects where they can upload internal knowledge and generate custom instructions for specific chat threads. Users can also invite team members to collaborate, enhancing organization and problem-solving capabilities. Pro and team users can organize their chats into projects, integrating knowledge and chat activity in one place. Each project offers a 200,000 context window, increasing effectiveness and efficiency.
• 01:00 - 02:30: Creating and Managing Projects The chapter titled 'Creating and Managing Projects' discusses the use of projects to integrate internal knowledge with AI outputs to enhance productivity. It highlights examples of such projects, including style guides, code bases, interview transcripts, or past work. With this additional knowledge, Claude can offer expert assistance across a range of tasks by leveraging the integrated information. Additionally, the chapter introduces the ability to define custom instructions for each project, marking a significant advancement given that this feature has long been available on other AI platforms like Chat GPT. This new capability in Claude is described as a 'Game Changer.'
• 02:30 - 04:00: Personal Introduction and Community Overview The chapter introduces the release of CLA 3.5 and discusses the concept of custom instructions. It highlights the importance of custom instructions for users and mentions the ability to invite team members to projects. The team members can share snapshots of their conversations with Claude in a shared project activity feed, creating a community-like environment which resembles a social media platform specifically for Claude users. This functionality aims to improve team awareness of individual interactions with Claude.
• 04:00 - 06:00: Using Claude for Analyzing Live Calls In this chapter, the speaker introduces themselves as Drake, the owner of the AI Foundation's YouTube channel and community. The speaker, along with their brother/partner, created this community as a comprehensive destination for all things artificial intelligence, including AI news, courses, live group calls, and an interactive community space. The intent was to create a thorough resource for anyone interested in AI.
• 06:00 - 09:00: Setting Goals and Uploading Content The chapter titled 'Setting Goals and Uploading Content' discusses various features offered by a platform focused on artificial intelligence education. It highlights the community section, where users can engage in discussions about AI news or general topics. The platform also includes a classroom section offering multiple courses in mastering artificial intelligence, large language models, AI image generation, and automation, with more courses under development. Additionally, live calls with the entire group are held once or twice a week.
• 09:00 - 13:00: Project Knowledge and Transcript Analysis The chapter titled "Project Knowledge and Transcript Analysis" discusses the importance of analyzing video transcripts from live calls. The narrator plans to create a project using Claude to analyze whether the live calls meet the set expectations and goals. This involves gaining a deeper understanding by reviewing the call transcripts.
• 13:00 - 17:00: Setting Up Custom Instructions The chapter 'Setting Up Custom Instructions' focuses on efficiently creating and managing projects using Claude. The speaker emphasizes using Claude to achieve great productivity by using project folders for either long-term goals or smaller tasks, depending on the needs. They demonstrate using transcripts as internal knowledge sources for setting up these projects.
• 17:00 - 24:00: Uploading Transcripts and Analyzing Calls This chapter explains the process of uploading transcripts and analyzing calls. It begins with guidance on navigating the user interface, such as using the project selection features and pinning the sidebar for easier access. The text references tools like Claude, and walks through creating new projects by hitting a visible button on the screen. The interface is compared to ChatGPT's screen, offering a familiar working environment for those accustomed to similar platforms.
• 24:00 - 27:00: Summary and Community Invitation The chapter titled 'Summary and Community Invitation' discusses the creation of a project aimed at storing and analyzing the transcripts from live group calls. The goal is to create a database that captures each session, enabling the group to upload transcripts into a specific project file for review. This process is part of an AI automation call series, where the intention is to assess whether the discussions align with the predetermined objectives. The project mentioned is labeled 'automations live call.'

NEW Claude Projects Full Guide! (Amazing Results) Transcription

• 00:00 - 00:30 Claude has just released their new projects feature and this is an absolute GameChanger you have the ability to create these projects upload internal knowledge generate custom instructions for that chat thread invite your team members collaborate and this just helps not only organization but also it helps Claude solve your problems much better than before so Pro and team users can out organize their chats into projects bringing together curated sets of knowledge and chat activity into one place each project includes a 200,000 context window which is equivalent to a
• 00:30 - 01:00 500 page book projects allow you to ground claud's outputs into your internal knowledge and here it gives some examples it says be it style guides code bases interview transcripts or past work adding this new project knowledge allows Claude to provide expert assistance across tasks because it has all of that new information about the problem you're dealing with in addition you have the ability now to Define custom instructions for each project now this has been something that chat gbt has had for a long time and the fact that Claude is now putting it in is just an absolute Game Changer because with
• 01:00 - 01:30 the release of CLA 3.5 Sonet I can imagine there's a lot of you wishing you had these custom instructions and if you aren't currently understanding what custom instructions are I'm going to explain everything in a second but that's not all because you can also invite team members to your project and team members can share snapshots of their best conversations with Claude into your team shared project activity feed so it's almost like a social media for Claude users can share their chats that they had going over specific things and conversations they had with Claude and this will help give the team a better idea idea of what each individual
• 01:30 - 02:00 member could be working on now for those of you who don't know me my name is Drake srat the owner of this AI foundation's YouTube channel and the owner of the AI foundations Community now my brother/ partner and I ended up building this AI foundations Community with the intent to have it be everyone's final stop for artificial intelligence whether you want AI news courses live group calls a community to chat about AI with all day long then that's what this community offers it has everything allinone for AI now if you are interested in joining this community
• 02:00 - 02:30 I'll leave a link in the description or the topend comment but here we have the community section where you can chat all day about AI news or just about anything in general we have a classroom section with multiple different courses for mastering artificial intelligence larger language models AI image generation AI automations and we have so many more courses in the works so that you can become an expert within your industry using artificial intelligence and we have a bunch of different live calls here that we do once or twice a week with the entire group so if you want
• 02:30 - 03:00 join I'll leave a link in the description or the top pin comment now these live calls are crucial for what I'm about to show you next with Claude because with each live call comes a video transcript for everything that was talked about in that call and I want to create a project in Claude so I can analyze those transcripts from the calls that we have and see okay did this call follow the expectations we have for the calls did we complete all the goals I want to analyze the call transcripts in order to gain a better understanding of
• 03:00 - 03:30 if we accomplished everything we needed to throughout that call to make sure that we're staying efficient helping people and solving problems so that's what I'm going to do I'm going to show you how to create a project in Claude and I'm going to use transcripts for examples as internal knowledge so let's get right into it now I like to think of these projects as folders and these can be folders for huge goals right for big long-term year-long goals and you can complete tasks within each one of those chat threads of the project or you can just have this be for a smaller task where you only need to up load a little
• 03:30 - 04:00 bit of internal knowledge you don't really need to collaborate and so on so you can either hit use a project here and see all of your different projects you can search for a project here on your home screen or you can just hover over Claude in the upper lefthand corner I'm going to pin my sidebar for now so you can better see this and then you can select this projects button and when you're taken to this project screen you're going to notice this looks a lot like chat gpt's GPT screen in order to create a project hit that orange button in the upper right hand corner and now it's going to prompt you to type in a
• 04:00 - 04:30 name of your project and a goal of what you are trying to achieve for this project so I want this to just be a database not necessarily one project but every time that our group goes live and we have a call after I want to be able to upload the transcript to this project file in a new chat thread get the call analyzed and see if we were on track for the goals that we have set out for an AI automations call series that we're working on so I'm just going to name this project automations live call
• 04:30 - 05:00 analysis that way I know that this is just for the automation live calls because we have a five-part automation series that we're doing in the group in July so I want to make sure that we're staying on track through each one of these calls and we're lining up with the goals that we have set out for them so I can just tell Claude and the what are you trying to achieve section exactly what I just told you so I said I want to make sure we are on track to meet all the overall goals of calls via transcript uploading then I can just add a little bit more context for our AI automations and then I can just hit create project and now you're prompted
• 05:00 - 05:30 with this beautiful screen where you're going to have your normal prompt box over here on the left where you can add content for context you can upload a prompt you can really just chat with it here but this chat is going to be affected by the project knowledge section so Claude is going to be taking into account everything that you have over here whether whether it's PDFs documents these new custom instructions here which I'm going to show you how to create or even just text content they allow you to give your text content a title and allow you to paste in some
• 05:30 - 06:00 descriptions right here so anytime you ask a question anytime you make a statement anytime you upload something Claude is going to be taking in this project knowledge into account and remember you have a 200,000 context window for this project knowledge you can upload loads and loads of information before you ever run out of space equivalent to a 500 page book so let's first add some content now what I want to add is this PDF I have Community Live call goals for AI automations like I said within the community right now we
• 06:00 - 06:30 have this five-part series we've already done call one of five but we have this five-part series on creating cool automations using artificial intelligence so we have these different calls that aren't just our live q&as that we have every week where we go over AI automations and I want to make sure we're staying on track with actually helping people in these calls so I created a goals PDF for that call to make sure that when Claude is analyzing these transcripts it's taking in my goals for the call and it's seeing and ranking the transcript based these four
• 06:30 - 07:00 goals that I have for the calls so active Community member involvement deep learning and understanding of automations building deeper relationships solving problems you know actually solving problems so this is going to be kind of a cool thing to upload it's a really good resource for Claud to reference and I'm not going to have to type this into the prompt bar every time I upload a call transcript it will just know because once I hit upload from device and I actually upload this PDF that I downloaded from Google Docs now it's in this project knowledge it knows all my goals for the call and that
• 07:00 - 07:30 entire PDF only took up 1% of my knowledge size so I could upload equivalent to 100 more of those so you can see how powerful and how much space this project knowledge actually has so just to show you an example of how it actually uses this project knowledge I can ask what are my goals for live calls for AI automations and before uploading this it would have not a clue what I'm talking about but since I've uploaded this project knowledge it can now
• 07:30 - 08:00 reference that information and use it so when I send it off Claud is going to respond based on the goals I have in that PDF so just like I have in the PDF it says active Community member involvement deep learning and understanding building deeper relationships and solving problems right and it wouldn't have known my four goals had I not uploaded that PDF so when you ever want to navigate back to your project folder where everything is stored just hit the breadcrumbs in the upper Center of your screen and it will take you back and this is the beautiful thing about this is you can start
• 08:00 - 08:30 multiple chat threads in here so I could go off in a completely new topic about what I want to talk about regarding this project here now this would pretty much be ready to go I could just ask Claude to analyze the transcript from the live call that we held you know I could upload those captions and keep in mind these captions are 5,000 lines long and this is just call number one of a five-part series so this has every conversation we had of the call but reading through all those grading it myself seeing if I'm on track is very very difficult so I could save a lot of time Time by just uploading this and
• 08:30 - 09:00 asking it give me three main points from the call I could ask it questions about this and it's going to be taking in my live goals especially if I say was I on track for my live goals now keep in mind these are questions that I have to keep on typing out they're things that maybe I have a certain set of questions in a certain output format that I want Claude to respond in every time well that's where custom instructions are going to come in a little bit later right it's going to save you time setting up
• 09:00 - 09:30 instructions in the back end for how you want Claude to Output your response right whether you want goals first a grading scale second suggestions third for what to do for next call things we missed you could go really in-depth on those custom instructions so you don't have to type in Long prompts every time and all you have to do is upload your captions and you're good to go now keep in mind this is just an example of how I want to use Claud projects I also used it to build a website and uploaded my branding guide to this project knowledge there is a plethora of different options out there it just really depends on your
• 09:30 - 10:00 personal use case and your professional use cases I can send this off though and it's going to be taking in my goals it's going to be taking in all of my project knowledge which the only thing I have't there right now is my goals and it's going to take a look at all of this call transcript and it's literally giving me a step-by-step list of the main points in the call and it's scary how accurate this is and it even knows my name it says Drake outlined a five-part series on automations with future calls focusing on topics such as automation triggers and it goes into what we have available for those calls it says
• 10:00 - 10:30 regarding your live call goals you appear to be on track says there was a substantial participation from community members with many asking questions sharing experiences and engaging in discussions deep learning and understanding this call provided an overview of automations and set the stage for more in-depth learning building deeper relationships and it keeps on going through my goal list and it's like okay I'm comparing the transcript to this goal list are Drake and Carter accomplishing everything they want to on this call now let's actually dive into the custom instruction side of things because custom instruction instuctions are absolutely a game Cher
• 10:30 - 11:00 for Claude because you have the ability to structure a tailored output you can give Claude a system function or a role to act like and it will take on that role and be a professional in pretty much any field and custom instructions really just allow you to save so much time when prompting because you can provide the context provide the output format and provide everything in those custom instructions so you don't have to spend your time prompting and in my case all I'll have to do is come to this project file upload my transcript RP and it will do everything for me because I
• 11:00 - 11:30 set up how I want them analyzed in the custom instructions let me get into that now so you understand a little bit more what I'm talking about cuz that might sound confusing so first what I'm going to do is hit set custom instructions and then here I can just give how should Claud respond you can do things like tone writing style give it a system roll custom output formats and so on now I have a set structure that I usually use for custom instructions when I'm creating gpts on chat GPT or just using custom instructions in general and that's actually found in the AI
• 11:30 - 12:00 foundations Community funny enough within the large language model Mastery and assigning roles you know this is a Persona system that I've developed that helps create good custom instructions so all I'm going to do is just use my AI foundations Community for the resources that I need in order to create a successful set of custom instructions now we will not need the confirmation of understanding so I'm just going to grab this and head back over to CLA and paste it in now I can just fill out everything I need here so I need to create a Prof profession or a role for Claude here I
• 12:00 - 12:30 need to define the primary objective I need to list a tone you know personality traits communication style is it casual is it formal output format this is where things start to get very interesting you can have a tailored output format for how you want your response structured do you want an overview first how long do you want the overview do you want the overview being two sentences five sentences then next maybe you want a grading scale of how you did on each one of your points within your goal objectives you can go super custom with
• 12:30 - 13:00 this hence the word custom instructions you even have the ability for special formatting instructions whether you want words bolded you want headings you want subheadings uh you can really go in depth with this and then the interaction closure how we want the chatbot to actually ask us more follow-up questions to spark more conversation now these can be changed but I just like using this because I have a set way of doing things that I know works not only for me but for everyone else in the community and everyone else who's used my personas in the past so I'm just going to get into to filling all this out profession or
• 13:00 - 13:30 role I just said you are a professional transcript analyst kind of creating my own profession here I say you analyze transcripts from live calls and provide insights from what took place now this is a proven prompting technique called adding system functions or system roles and you're essentially giving the chatbot a profession to fill the shoes of objective I'll get into that next so I just list very very Niche ideas into what the objective of this custom instructions Persona is your goal is to analyze transcripts from the AI foundation's community and make sure the
• 13:30 - 14:00 calls are moving in the right direction these transcripts are taken from live calls about AI automations I'll move on to the next one personality traits so then I keep going for personality traits I put you are professional and concise at the end of each output though you like to throw in a joke about artificial intelligence communication style I kind of covered that in personality traits I'll just delete that and here's where we want to start paying attention we need to list a specific output formatting we'd like so this section we don't need to change because this is telling Claude to use this specific output formatting and right here is where we need to put that in so I just
• 14:00 - 14:30 completed my output format you know I just kind of list the structure I want the information presented to me when Claude has its output I've said at the beginning two sentence overview of what this call was about then I said grading scale provide a score of 1 to 10 of how well we performed regarding each one of our goals make sure to cite specific conversations from this transcript that I'm going to upload so I can see why you gave the scores you did for each goal lastly I put suggestions for improvement list one to three suggestions for how we can improve the next call to align with our goals for special formatting
• 14:30 - 15:00 instructions I don't really care about any building headings right now so I'm just going to delete all that and then for interaction closure how do I want Claude to end its response you can get funny with this and have it say funny things you can have it ask you follow-up questions to keep the conversation going for that deep learning and retention but I'm just going to have it interact and close with an AI joke and just like that I have these custom instructions all created in less than 2 minutes and it's going to dramatically save me time because I'm not going to
• 15:00 - 15:30 have to type in all of this stuff every single time I want to send off a prompton Claud once I hit save instructions it now knows its profession it now knows what it's supposed to do and all I have to do now is come to this project folder and upload my transcript so that's exactly what I'm going to do I'm going to hit add content beneath this prompt bar and then I'm going to upload autogenerated captions from that live Zoom call we had with the group just like before I don't even need a prompt now that I set up the custom instructions in that specific output
• 15:30 - 16:00 format that I want for each time I upload captions then Claude will do the rest all I have to do is upload my captions and send it off no prompt needed I set up all the instructions in the back end so I can have a cleaner and more userfriendly front-end experience as you can see it follows my exact output format says here's a two- sentence overview and Analysis of the community live call it gives me that nice two- sentence overview just like I asked within the custom instructions it then goes into my grading scale and gives me scores out of 10 and CES information and lines from the call that
• 16:00 - 16:30 attribute to that score that it gave me says active Community member involvement nine out of 10 call had very high engagement for example Simon shared an idea for automating patient follow-up for his dental practice sparking an extended discussion on implementation so those are kind of the things we do we always end up going down these rabbit holes on those live calls and then it gives suggestions for improvements consider breaking up longer presentations with more frequent pauses for Q&A to maintain High engagement provide a brief recap at the end summarizing key takeaways and create create a shared document or Forum thread
• 16:30 - 17:00 for participants to continue discussing ideas and then not only that but it also ends out with our AI joke why don't robots ever feel guilty because they have a clear conscience I'm not sure if I understand that one let me know in the comments if you get that AI joke but look at this it followed each one of my instructions so now I have a system in place for my project all I have to do is upload the captions from the call and I'm good to go I could even copy and paste this into a document so I have all those responses ready to go but but then again I have this chat thread with all
• 17:00 - 17:30 of my past chats in here with the actual transcript so this works out great and think about how powerful this is and I've only used 1% of my knowledge size I've barely added anything to this so I encourage you to not only dive into the projects file but see and test out different workflows that you can use to make your life more efficient now again if you want to join a community of AI lovers AI enthusiasts learn everything about AI stay informed with all the news and all of that good stuff I highly
• 17:30 - 18:00 recommend joining the AI foundations Community we are growing and as we grow we become much more powerful I've learned more in there in the past month than I have in a year of studying artificial intelligence alone it's just an amazing environment amazing people to be around so again I'll leave that in the link in the description or the top pin comment but with that being said thank you so much for watching I hope that you can take on Claude projects in a more efficient way now hope I helped you gain a full understanding of what they're about and how I'm going to be using them all right so subscribe to the channel and like this video if you did
• 18:00 - 18:30 enjoy I will see you in the next video