Audience: Blue Rose and HedgeStar Teams · Format: No meeting — self-serve setup

NO MEETING BUT PLEASE COMPLETE THE FOLLOWING PREREQUISITES BEFORE THE WEEK 1 MEETING.

Please complete the following:

• Confirm access has been granted. Ann will be sending out the link to join the platform. Sign into Claude online.
• Confirm installation of Claude Desktop on local machine. Download & install the Claude Desktop application.
• Confirm installation of the Claude Plug-in for MS Office — Word, Excel, and PowerPoint.
• Initial test prompt — run a basic prompt to confirm everything is working.

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Confirming Prerequisites — verify everyone has Claude access, Desktop, and the MS Office plug-in working
• Login & Installation — walk through any participants who need help getting in
• Settings — profile, account, data & privacy, usage, capability toggles
• Customize / Connectors — workspace-approved connectors and the Skills library

Audience: Blue Rose and HedgeStar Teams · Date & Time: Friday, June 19, 2026 · 8:30–9:30 AM CST

Meeting Agenda:

• What is AI — and what it isn't
• Deterministic vs. Probabilistic systems
• Key AI terminology
• Generative AI vs Machine Learning
• Data / Security Concerns

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Prompting Framework
• Prompt Engineering
• Context and Memory
• Comparison of Claude models

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Projects — organizing work with standing instructions and reference docs; sharing across the team
• Artifacts — documents, code, charts, and interactive tools Claude creates alongside your chat

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Live Artifacts — interactive, persistent HTML views that refresh from connected data sources
• Scheduling — setting up recurring tasks Claude runs automatically
• Dispatch — assigning tasks from your phone for Claude to execute on your desktop

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Claude Cowork — Agents — autonomous workflows that combine connectors, skills, and tools
• Claude Design — create slides, prototypes, and one-pagers on a live canvas through conversation
• Claude Financial Services Agents — Model Builder — agent that constructs financial models from inputs and assumptions
• Claude Financial Services Agents — Market Researcher — agent for industry research, comparable-company analysis, and market context

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

Meeting Agenda:

• Pitch Builder — agent that drafts pitch decks from deal context, comps, and templates
• Valuation Reviewer — agent for cross-checking valuation models, assumptions, and outputs

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team — Meeting Agenda:

• Reading Debt Prospectuses — extracting key terms, covenants, and structure from offering documents
• Creating a Pitch Deck — building a deck end-to-end with Claude Design and the Pitch Builder agent

HedgeStar Team — Meeting Agenda:

• Creating a Hedge Accounting expert — building a Claude Project (or custom agent) that captures HedgeStar's hedge-accounting knowledge for the team to reuse

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team — Meeting Agenda:

• Analyzing Financial Statements — using Claude to extract insights, ratios, and anomalies from financial statements

HedgeStar Team — Meeting Agenda:

• Reading and normalizing confirms — using Claude to parse and standardize trade confirmation documents
• Creating SQL for data access — generating queries against internal data warehouses

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team — Meeting Agenda:

• Creating Pro Formas — building forward-looking financial projections with Claude

HedgeStar Team — Meeting Agenda:

• Manipulating Data — cleaning, transforming, joining, and analyzing datasets with Claude

Audience: Blue Rose and HedgeStar Teams · Format: No meeting — self-serve setup

NO MEETING BUT PLEASE COMPLETE THE FOLLOWING PREREQUISITES BEFORE THE WEEK 1 MEETING.

• Confirm access has been granted. Ann will be sending out the link to join the platform. Sign into Claude online.
• Confirm installation of Claude Desktop on local machine.
• Confirm installation of the Claude Plug-in for MS Office (Word, Excel, PowerPoint).
• Initial test prompt — run a basic prompt to confirm everything is working.

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Confirming Prerequisites
• Login & Installation
• Settings
• Customize / Connectors

Audience: Blue Rose and HedgeStar Teams · Date & Time: Friday, June 19, 2026 · 8:30–9:30 AM CST

• What is AI — and what it isn't
• Deterministic vs. Probabilistic
• Key AI terminology
• Generative AI vs Machine Learning
• Data / Security Concerns

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Prompting Framework
• Prompt Engineering
• Context and Memory
• Comparison of Claude models

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Projects
• Artifacts

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Live Artifacts
• Scheduling
• Dispatch

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Claude Cowork — Agents
• Claude Design
• FS Agents — Model Builder
• FS Agents — Market Researcher

Audience: Blue Rose and HedgeStar Teams · Date & Time: TBD

• Pitch Builder
• Valuation Reviewer

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team:

• Reading Debt Prospectuses
• Creating a Pitch Deck

HedgeStar Team:

• Creating a Hedge Accounting expert

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team:

• Analyzing Financial Statements

HedgeStar Team:

• Reading and normalizing confirms
• Creating SQL for data access

Format: Two separate sessions — one for each team. Date & Time: TBD for both.

Blue Rose Team:

• Creating Pro Formas

HedgeStar Team:

• Manipulating Data

• Check your work email for an invite from your Claude workspace owner. Click the invite link to accept
• Sign in at claude.ai using your work email and password, or Continue with Google if your workspace owner has enabled it. Always use your work email, not a personal one
• You should see your team's workspace name in the lower-left next to your name after login — that confirms you are in the right workspace and not a personal account
• Your chats and projects sync across all devices when you sign in with the same account
• Confirm before training: log in and verify the chat interface loads and you see your team's workspace

• Search "Claude" in the App Store (iPhone) or Google Play (Android) and install
• Sign in with the same work email you used on the web — history and projects sync automatically
• Voice input and text-to-speech make it great for on-the-go use
• You can share content from other apps (photos, web pages, files) directly to Claude
• Confirm before training: open the app and send one test message

• Go to claude.ai and click the download button in the bottom-left corner next to your name (looks like a tray with a down arrow)
• Select Mac or Windows to download the installer; sign in with your work email when prompted
• The app stays in the background and opens instantly with a keyboard shortcut
• Can see your screen (with permission) to help with tasks in other apps
• The desktop app is required for Cowork (Module 7) — Cowork is not available on web or mobile
• Confirm before training: launch the app and verify it opens correctly

• Open Chrome and go to the Chrome Web Store — search "Claude for Chrome"
• Click "Add to Chrome" and sign in with your work email when prompted
• Opens Claude as a sidebar while you browse any webpage
• Can read the current page and help: summarize articles, draft replies, explain content
• Currently in beta — features are actively expanding
• Confirm before training: navigate to any webpage and open the Claude sidebar

• Open PowerPoint → click Insert → Add-ins → Get Add-ins → search "Claude"
• Alternatively, find it at Microsoft AppSource (appsource.microsoft.com)
• Click Add, then sign in with your work email through the add-in pane
• Claude appears as a panel inside PowerPoint — helps draft slides, bullet points, and speaker notes
• Confirm before training: open the add-in pane and verify you are signed in

• Open Excel → click Insert → Add-ins → Get Add-ins → search "Claude"
• Alternatively, find it at Microsoft AppSource (appsource.microsoft.com)
• Click Add, then sign in with your work email through the add-in pane
• Claude can read your spreadsheet and help with formulas, data cleaning, and summaries — in plain English
• Confirm before training: open the add-in pane and verify you are signed in

• Open Word → click Insert → Add-ins → Get Add-ins → search "Claude by Anthropic for Word"
• Alternatively, find it at Microsoft AppSource and click "Get it now"
• Click Add, then sign in with your work email through the add-in pane
• Claude appears as a sidebar inside Word — reads your entire document, answers questions about it, and proposes edits as native tracked changes
• Included with Teams plans — requires Microsoft 365 (Word 2016/2019 perpetual licenses are not supported)
• Confirm before training: open the add-in pane in Word and verify you are signed in

• Set your display name — Claude will use this when addressing you
• Add profile instructions: account-wide guidance Claude reads before every conversation — e.g. "I am a contracts manager. Always be concise and professional. Default to plain English over legalese unless asked."
• Instructions here are global — they apply to every chat unless overridden by a Project's own instructions
• Good things to put here: your role, team, industry, communication preferences, and anything Claude should always know about you

• See which devices and sessions are signed in — useful if you want to sign out of an old laptop or phone
• Leaving the workspace: if you leave the company or your workspace owner removes your seat, your access ends. Your chats and projects are retained according to your team's policy

• Shows your current usage against your seat's allowance — how much you have used in the active window and how much remains
• No per-message billing to you. Your workspace pays a flat per-seat subscription that includes usage — you are not metered individually
• Each Teams seat has its own usage allowance that refreshes on a 5-hour rolling window, plus a weekly cap. The Teams allowance is meaningfully larger than personal Pro
• Direct URL shortcut: claude.ai/settings/usage — bookmark this if you want to check your limits quickly
• Longer conversations, large file uploads, and complex multi-step tasks use your allowance faster than short questions
• If you regularly hit your limit, ask your workspace owner about the Premium tier, which provides higher seat allowances

• Memory — Search and reference chats: allow Claude to search for relevant details in your past conversations when answering new questions
• Memory — Generate memory from chat history: allow Claude to automatically remember relevant context from your chats and projects. View and manage what is stored via "View and manage memory"
• Memory — Import from other AI providers: bring context from another AI tool (e.g. ChatGPT) into Claude. Subject to your workspace's policy on cross-tool data movement
• Tool access mode: controls how connector tools are loaded in new conversations. Default is "Load tools when needed" — Claude pulls in connectors only when relevant
• Visuals — Artifacts: generate code, documents, and designs in a dedicated window alongside your conversation
• Visuals — AI-powered artifacts: build apps and interactive documents that use Claude inside the artifact itself
• Visuals — Inline visualizations: allow Claude to generate interactive charts, diagrams, and visualizations directly in the conversation

• Connectors link Claude to external apps you already use — Gmail, Google Drive, Calendar, Slack, SharePoint, Box, and more
• Once connected, you can ask Claude to read, summarize, and act on content from those apps without leaving Claude
• Example: "Summarize my last 5 emails from this sender" or "What is on my calendar tomorrow and which meetings have prep docs?"
• Connect from Customize → Connectors — each connection uses OAuth so you control what Claude can access
• You can turn individual Connectors on or off per conversation from the + menu — Claude only accesses what you enable for that chat
• Connectors are web only — not in desktop or mobile

• Skills are specialized capabilities you can add to Claude from a library of pre-built tools — think of them as apps for Claude
• Browse and install Skills from Customize → Skills in the left sidebar
• On Teams, you see two libraries: the public Skills catalog and your organization's private Skills library — the private library may include skills built specifically for your team or workflows
• Some skills are pre-installed for everyone by your workspace owner and will already appear in your + menu
• Skills can be turned on or off per conversation — you are always in control of what Claude has access to
• Required setting: Skills depend on Code Execution & File Creation being enabled (Settings → Capabilities). If you do not see the Skills menu at all, your workspace owner likely has not enabled this yet

• A plugin is a bundle — one installable package that can contain skills, connectors, slash commands, MCP servers, and agents grouped around a workflow (for example, a "Sales" plugin or a "Financial Analyst" plugin)
• Install plugins from Customize → Plugins in the left sidebar — browse the marketplace, pick what fits your role, and everything in that bundle activates at once
• On Teams there are two kinds of plugins: personal plugins that you install for yourself, and organizational plugins that your workspace owner installs for the whole team

Personal plugins

• You install these just for yourself from the public Claude plugin marketplace — nobody else on the team is affected
• Useful for role-specific workflows that not everyone needs — e.g. a Sales rep installing the Sales plugin, a PM installing the Product Management plugin
• You can install, uninstall, enable, and disable personal plugins anytime — they show up in your + menu while active and disappear when removed
• Subject to your workspace owner's policy — on some Teams workspaces, personal plugin installs may be limited to an approved list

Organizational plugins

• Your workspace owner installs these for everyone on the team — they appear in every member's Claude account automatically, no per-user setup required
• Used for plugins the org wants everyone using consistently — a shared brand voice plugin, an internal "Statesmen Financial Services" plugin, or a compliance/legal review plugin
• Can be from the public marketplace or custom-built for the organization — private org plugins are not visible outside the workspace
• Managed by the workspace owner — you cannot uninstall an org-installed plugin, but you can usually toggle individual skills or commands within it on or off in your personal settings
• Updates roll out centrally — when your workspace owner updates an org plugin, everyone gets the new version at once

• Click "New chat" in the sidebar to start fresh — each chat is independent
• Type in the box at the bottom and press Enter or click the send button
• Shift + Enter adds a new line without sending
• Claude remembers everything in the current conversation, but not across separate chats unless Memory is enabled

• Be specific: "Write a 3-sentence summary of X for a non-technical executive audience" beats "summarize X"
• Give context: tell Claude who you are, who the audience is, and what you are trying to accomplish
• Iterate — you can reply to refine: "Make it shorter" or "More formal, please"
• Ask for a specific format: "Put this in a table" or "Use a numbered list of three"
• If a response misses the mark, rephrase rather than just re-sending the same prompt

• Click the paperclip icon to attach PDFs, Word docs, spreadsheets, images, and more
• Claude can read and summarize documents, answer questions about their contents, and extract data
• Images: Claude can describe, analyze, and answer questions about photos, screenshots, charts, and diagrams
• Teams plans support higher file upload limits and more uploads per conversation than personal plans
• Treat uploads like any other work document — they are governed by your team's data policies

• All past chats appear in the left sidebar, most recent first
• Click any past chat to continue it — Claude will have full context of that entire conversation
• Hover over a chat name to rename or delete it
• Use the search bar at the top of the sidebar to find old conversations by keyword
• History retention follows your team's policy — deleted chats are removed from Anthropic's systems within 30 days

• Tap the microphone icon to speak your message instead of typing
• Claude responds in text (and can read aloud on mobile)
• Great for hands-free use or quickly dictating longer prompts — commuting, walking, cooking
• Available on web and mobile apps

• Your seat has a generous usage allowance included in the Teams subscription — meaningfully more than a personal Pro plan, but it is still a finite per-seat allowance
• Usage runs on a 5-hour rolling window — if you hit your limit, it resets 5 hours after your session started (not at midnight). A separate weekly cap also applies
• Model selector: in the chat box, choose between models (e.g. Sonnet for speed, Opus for hardest reasoning, Haiku for cheap and fast). Heavier models use more of your allowance per message — default is usually fine; reach for Opus only when you need it
• Longer messages, large file uploads, and lengthy back-and-forth conversations use your allowance faster — start fresh chats for new topics
• Premium tier: if your workspace is on Teams Premium, your seat allowance is significantly higher. If you hit limits often on standard Teams, talk to your workspace owner about upgrading
• Priority access: Teams seats get priority over free users during high-traffic periods — less waiting

• Styles let you save a custom writing voice — Claude will match your tone whenever you select that style
• Create a style by pasting a writing sample (an email, memo, post) and asking Claude to analyze and save the voice
• You can create multiple styles — one for formal client emails, one for casual internal Slack, one for LinkedIn posts
• Select a style from the + menu in the chat box before or during a conversation
• Styles can also be set at the Project level so every chat in that project uses the right voice automatically

• A project is a container that groups related chats together under a shared context
• Unlike regular chats, projects let you give Claude standing instructions that apply to every conversation inside
• You can upload documents to a project so Claude always has them — no need to re-upload each time
• Great for: a specific client, a contract negotiation, a product launch, a hiring loop, or any recurring work

• In the left sidebar, click "New project" or the folder icon
• Give it a clear, specific name — e.g. "Acme Corp renewal" or "Q4 board materials"
• Add a description and custom instructions during setup (or edit them later)
• Start a new chat inside the project — it will inherit all your settings automatically

• Instructions are like a standing briefing — Claude reads them at the start of every chat in the project
• Examples: "Always respond in a professional tone," "I am a nurse — use clinical terminology," "Summarize all documents as bullet points."
• Keep instructions concise and specific — a few sentences works better than a long paragraph
• Edit instructions anytime from the project settings (gear icon)

• Inside a project, click "Add content" to upload files (PDFs, Word docs, spreadsheets, text files)
• Claude references these in every chat within the project — no re-uploading needed
• Ideal for: a company style guide, your team's playbook, product specs, the master contract, or an FAQ document
• Teams plans include more project storage and a larger working context than personal plans — you can keep significant reference material here

• On Teams, you can share a project with teammates in your workspace — everyone sees the same instructions, the same reference docs, and a shared chat history
• Great for cross-functional work: a deal team, an incident response, a sprint, a campaign launch
• Each teammate's individual chats inside the project are visible to other collaborators — treat it like a shared workspace, not private scratch paper
• Manage who has access from the project settings → Sharing
• Sharing is limited to people in your workspace's Claude workspace — not external partners

• An artifact is a self-contained piece of content Claude creates — a document, code, a webpage, or an interactive tool
• It appears in a separate preview pane to the right of the chat so you can see it while continuing to talk
• Claude automatically decides when to create an artifact vs. responding inline
• You can ask Claude to revise the artifact without starting over — just say "make it shorter" or "change the format"

• Documents: formatted text — reports, emails, templates, summaries
• Code: Python, JavaScript, SQL, and other scripts Claude writes for you
• HTML pages: styled web content — forms, landing pages, formatted tables
• Charts & visualizations: graphs, diagrams, flowcharts generated from your data or descriptions
• Interactive tools: calculators, quizzes, and mini-apps that run directly in the browser

A live artifact is a more powerful cousin of a regular artifact. Both appear in the same preview pane and look similar at first glance, but they behave very differently under the hood.

How live artifacts differ from regular artifacts:

• Persistent across sessions. A regular artifact lives inside one conversation — close the chat and it is just static content in your history. A live artifact is saved as a standalone page you can re-open at any time, even days or weeks later.
• Refreshable with current data. A regular artifact is a snapshot — the numbers and content are frozen at the moment Claude generated it. A live artifact pulls fresh data from your connectors every time you open it, so what you see is always current.
• Connector-aware. Live artifacts can call your connected tools (Gmail, Calendar, Drive, Slack, SharePoint, etc.) directly when you open them — pulling today's emails, this week's calendar, the latest doc — without you re-prompting Claude.
• Interactive and stateful. Live artifacts remember small things like your filter and sort choices between visits. Regular artifacts are stateless.
• Designed for repeated use. Reach for a live artifact when you will want to look at this again — a status page, a recurring report, a tracker, a dashboard. Reach for a regular artifact for one-off content like an email draft or a report you only need once.

When to use each:

• Regular artifact: "Draft this client email." — one-off, send it, done.
• Live artifact: "Give me a page I can check each morning showing my open deals, this week's calendar, and any flagged emails." — pulls fresh data every time you open it.

• Copy button: instantly copies the raw content to your clipboard
• Download button: saves the artifact as a file (markdown, HTML, etc.)
• Iterate in chat: type "now make it…" and Claude updates the same artifact in place
• Version history: use the back arrow to see and restore previous versions

• Ask for a specific format: "Create this as a formatted one-pager I can share with my team"
• Describe the audience: "Write this for non-technical managers"
• Iterate freely — artifacts are designed to be refined through conversation
• If Claude puts something in chat instead of an artifact, just ask: "Can you put that in an artifact?"

• Cowork is Claude's agentic desktop workspace — it gives Claude access to your local files, folders, and apps so it can take action, not just chat
• Think of it as the difference between asking Claude to help you write something vs. Claude actually going into your files and doing it
• Available only in the Claude desktop app (Mac and Windows) — not on web or mobile
• Works alongside your Connectors — Claude can combine local files with Gmail, Google Drive, Slack, and other connected tools in a single task
• Included with Teams plans

• Workspace-level toggle: on Teams, Cowork is enabled (or disabled) by your workspace owner for the whole workspace at once — it is all-or-nothing, not per-person. If you do not see Cowork in your desktop app, the workspace owner has not turned it on yet
• Desktop app required: install the Claude desktop app for Mac or Windows from claude.ai (see Module 1) — Cowork is not available on web or mobile
• Admin privileges to install: on a locked-down corporate device, installation may need IT help. Without admin install, Cowork specifically may not work even if regular chat does
• Windows requires Virtual Machine Platform: Cowork runs in a sandbox on Windows that depends on the Virtual Machine Platform Windows Feature being enabled. Your IT contact can turn this on
• Folder access: you choose which folders on your machine Cowork can read. Access is explicit, scoped to that folder, and revocable at any time

• Grant Cowork access to specific folders on your computer — Claude can read files from those folders without you uploading them one by one
• Works with documents, spreadsheets, PDFs, images, and most common file types
• Example tasks: "Organize my desktop by file type," "Find all invoices from last quarter," "Summarize every PDF in this client folder."
• You control which folders Claude can see — access is explicit and can be revoked at any time
• Claude can also write and save files back to your folders when you give it permission
• Files stay on your machine — Claude reads them locally rather than uploading them to the cloud

• Set up recurring tasks that run automatically on a schedule — daily, weekly, or custom frequency
• Common uses: morning briefings (pull calendar + email + Slack into a daily summary), weekly status reports, file organization, competitor monitoring
• Tasks run while the Claude desktop app is open — if the app is closed, tasks are skipped and run when you next open it
• Set up in plain language — no code required. Just describe what you want done and how often
• Results are delivered back to your Cowork chat, and can be forwarded via Dispatch to your phone

• When Claude does not have a direct connector for an app, computer use lets it point, click, and navigate your screen instead
• Claude can open apps, use your browser, fill forms, and interact with software that has no API or connector
• Claude always asks permission before accessing a new application, and you can stop it at any time
• Enable it in desktop app Settings — off by default. Your workspace owner may keep it off workspace-wide for security reasons
• Still early — works best on common apps and straightforward tasks. Complex multi-step sequences may need a second try

• Dispatch is the mobile remote control for Cowork — you send instructions from your phone and Claude executes them on your desktop
• Anything Cowork can do — read local files, use connectors, run apps — Dispatch can trigger remotely while you are away from your desk
• Claude works in the background on your computer and reports back to your phone when the task is done
• Requires both the Claude mobile app and the Claude desktop app to be running and signed into the same work account
• Available wherever Cowork is enabled — if your workspace has Cowork, you have Dispatch

• Open the Claude mobile app and tap "Dispatch" in the left sidebar
• On the Dispatch screen, toggle on access to your files and confirm you want to keep your computer awake for tasks to run
• Make sure the Claude desktop app is open and running on your computer — Dispatch uses it as the execution engine
• Start messaging Claude in the Dispatch section — your conversation syncs automatically between phone and desktop
• For best results, also have your Connectors set up (Gmail, Calendar, Slack) so Dispatch can pull from those tools too

• Meeting prep on the go: "Check my calendar and draft a prep memo for my next meeting." Claude pulls the event, finds related files, and sends you a summary
• Morning briefing follow-up: If you have a scheduled Cowork briefing, use Dispatch to ask "What changed since the briefing?" or "Which email needs my reply first?"
• File tasks: "Pull the Q1 sales spreadsheet and give me the total by region." Claude opens the file on your desktop and reports back
• Inbox triage: "Summarize my unread emails and flag anything urgent" while you are commuting or between meetings
• Draft content: "Draft a follow-up email to [name] based on our last conversation." Claude finds the thread and writes the reply

• Claude Design is an Anthropic Labs product that lets you create visual work — designs, prototypes, slides, one-pagers — through conversation
• The interface has two sides: chat on the left, live canvas on the right — describe what you want and Claude builds it in real time
• Powered by Anthropic's most capable vision model
• Designed for anyone who needs visual output — founders, marketers, product managers, ops leads — as well as experienced designers who want to explore ideas faster
• Available in research preview for Teams plans

• Start with a clear description: "Design a 4-screen mobile onboarding flow" or "Build a landing page with a hero section, features list, and pricing table"
• The first generation is a starting point — the real value comes from iterating in chat
• Use chat for broad changes: "Make the color scheme darker," "Rearrange so the chart is below the metrics"
• Use inline comments for targeted changes: click directly on an element on the canvas and describe the specific edit you want
• You can attach reference material at any point — screenshots, existing slides, competitor designs, or a link to your website
• Ask Claude to explain its design decisions or suggest improvements — it can review for accessibility too

• Click "Export" in the upper-right corner of your project to choose a format
• PPTX: download as a PowerPoint file — editable in Microsoft PowerPoint or Google Slides
• PDF: download as a PDF for sharing or printing
• Send to Canva: opens the design in Canva where it becomes fully editable and collaborative
• Shareable link: share a view-only, comment, or edit link with colleagues. Treat shared links as you would any work asset — do not send sensitive material outside your team

• Claude Design has its own separate usage allowance — design activity does not draw from your regular chat usage
• The allowance resets weekly — each user gets their own bucket
• Currently in research preview — features, allowances, and availability may change as the product matures
• Workspace owner enablement: your workspace owner may need to opt your workspace into the Design preview. If you do not see Design in your app, that may be why