Step-by-Step Guide

Claude Cowork Tutorial

From installation to your first automated workflow in 7 easy steps

Before You Begin

Mac with Apple Silicon
Claude Pro/Max subscription
~30 minutes to complete
1

Check System Requirements

Make sure your system meets the requirements

Before you begin, verify that your system meets these requirements:

Hardware Requirements: - Mac with Apple Silicon (M1, M2, M3, or M4 chip) - At least 8GB RAM recommended - Sufficient storage for the virtual machine

Software Requirements: - macOS Sonoma or later - Claude Desktop app (latest version)

Subscription Requirements: - Claude Pro ($20/month) or Claude Max ($100/month) subscription

2

Install Claude Desktop

Download and install the Claude Desktop application

Download Claude Desktop: 1. Visit [claude.ai/download](https://claude.ai/download) 2. Click "Download for Mac" 3. Open the downloaded .dmg file 4. Drag Claude to your Applications folder

First Launch: 1. Open Claude from Applications 2. Sign in with your Anthropic account 3. Complete any initial setup prompts

3

Subscribe to Claude Pro or Max

Upgrade your account to access Cowork

Upgrade Your Subscription: 1. Go to [claude.ai/settings](https://claude.ai/settings) 2. Click on "Subscription" or "Upgrade" 3. Choose Claude Pro ($20/month) or Claude Max ($100/month) 4. Enter payment details and confirm

Note: Claude Cowork uses more tokens than regular chat. Max plan is recommended for heavy usage.

4

Enable Cowork in Claude Desktop

Activate the Cowork feature

Activate Cowork: 1. Open Claude Desktop 2. Click on Settings (gear icon) 3. Navigate to "Features" or "Beta Features" 4. Enable "Cowork" toggle 5. Accept any terms or permissions

First-Time Setup: - The app will download a Linux virtual machine (~2GB) - This may take several minutes depending on your connection - Wait for setup to complete before proceeding

5

Configure Folder Permissions

Grant Claude access to specific folders

Set Up Folder Access: 1. In Claude Desktop, go to Cowork Settings 2. Click "Add Folder" or "Grant Access" 3. Select folders you want Claude to work with 4. Common choices: - Documents folder - Downloads folder - A specific project folder

Security Best Practice: - Only grant access to folders you need - Avoid granting access to system folders - You can modify permissions anytime

6

Start Your First Cowork Session

Launch Cowork and give your first task

Starting a Session: 1. In Claude Desktop, click "New Cowork" or the Cowork icon 2. Wait for the virtual machine to boot 3. You'll see a Cowork interface instead of regular chat

Your First Task: Try a simple task to get started:

"Please organize my Downloads folder by moving all PDF files into a new folder called 'PDFs' and all images into a folder called 'Images'."

Watch It Work: - Claude will show you its plan - You'll see a log of actions as it works - Review the results when complete

7

Review Results and Action Log

Understand what Claude did

Reviewing the Work: 1. Check the action log to see every step Claude took 2. Verify the results match your expectations 3. Look for any errors or issues

Understanding the Log: - Each action is timestamped - You can see file operations, decisions made - Screenshots may be included

If Something Went Wrong: - Review the log for error messages - Try rephrasing your request - Be more specific about what you want

Example Prompts to Try

Get started with these proven prompts

File Organization

  • Organize my Documents folder by file type
  • Rename all files in this folder to include today's date
  • Find and delete duplicate files in my Downloads

Document Creation

  • Create an Excel spreadsheet tracking my monthly expenses with formulas
  • Generate a PowerPoint presentation about [topic] with 10 slides
  • Write a professional report summarizing the PDF files in this folder

Research & Analysis

  • Summarize all the meeting notes in this folder
  • Extract key data from these CSV files and create a summary
  • Cross-reference information from these documents and highlight conflicts

Tips for Best Results

Do

  • • Be specific about what you want
  • • Describe the desired outcome clearly
  • • Start with simple tasks to learn
  • • Review action logs to understand behavior
  • • Provide context when relevant

Avoid

  • • Vague or ambiguous instructions
  • • Asking for system-level operations
  • • Granting unnecessary folder access
  • • Skipping the review of results
  • • Running sensitive operations without backup

Common Issues & Solutions

Cowork option not appearing

Ensure you have an active Pro/Max subscription and the latest version of Claude Desktop. Try signing out and back in.

Virtual machine taking too long to start

First boot downloads ~2GB. Ensure stable internet. Subsequent boots are faster.

Claude can't access my files

Check folder permissions in Cowork settings. You need to explicitly grant access to each folder.

Task seems stuck or unresponsive

Complex tasks may take time. Check the action log for progress. If truly stuck, cancel and retry with a simpler request.

Ready to Explore More?

Now that you know the basics, explore use cases and advanced features.