Pre-read · For new INFLXD team

Getting Ready
to Work With
Claude.

A field guide to working with Claude inside INFLXD. How the model actually thinks, the four habits that make AI work pay off, the three surfaces Claude lives in, and the discipline of using it well. Read once. Come back to the sections you need.
INFLXD. Pre-read · Vol. 02
01 · 01 How to read this

How to read this.

01 · Welcome

This is a pre-read for your first few weeks at INFLXD. It is not setup and it is not a tutorial. It is the set of mental models you will lean on every week as you work with Claude — the assumptions about what the model is, what it does well, and where your judgment is doing the real work.

Claude is the AI we have standardized on, and the choice was deliberate. It is made by Anthropic, a safety-focused research lab, and it carries a recognizable character: thoughtful, willing to hedge when it is unsure, willing to push back when something seems off. You will feel that within a few sessions. It also has a long context window — up to a million tokens on our plan — which means you can drop in an entire deal folder, a quarter of transcripts, or a full PRD history and ask Claude to reason across the whole thing at once. That capability shapes how we use it, and most of this document is about getting the most out of it.

Describe the work. Let Claude draft. Read the draft carefully. Refine until it is yours. That is the loop the whole company runs on.

— The through-line
01 · 02 How to read this

What you'll get out of this

How to read it

Linear is fine. Plan on about thirty minutes the first time through. The right rail lets you jump back to any section once you start working — most people come back to the four habits and the folder-layout pieces the most. The links at the end are for depth; bookmark them, don't try to read them today.

02 · 01 What an LLM actually is

What an LLM actually is.

02 · Mental model

Claude is a large language model built by Anthropic. The mechanics — predicting tokens, learning from text — are similar to other LLMs, but Anthropic has shaped Claude through a method called Constitutional AI: the model is trained against a written set of principles (helpful, harmless, honest) rather than just human thumbs-up signals. That training is why Claude has a disposition. It will tell you when it does not know something. It will flag when a request seems risky. It will sometimes ask a clarifying question rather than charge ahead.

01 / WHAT YOU PROVIDE · The prompt · Up to 1M tokens of context · Files, transcripts, code · The conversation so far your shape of the turn 02 / CLAUDE · Constitutional AI training · Haiku · Sonnet · Opus · Extended thinking · Tool use, files, code Anthropic's shape 03 / WHAT COMES BACK · A draft or artifact · A reasoning trace · Hedges, clarifying questions · A turn you can refine your material to work with
Three things shape every Claude turn. The model is one of them; the other two are yours.
02 · 02 What an LLM actually is

Three things that follow from this

Mental model

Claude is a careful collaborator with a written code of conduct, an enormous reading list, and total amnesia between sessions. Give it the room, the rules, and the relevant material, and it will do real work. Give it half of that, and it will produce something that looks right and isn't.

02 · 03 What an LLM actually is

Meta-lessons that transfer

These hold for Claude and for whatever comes next. Worth carrying with you, regardless of which model is in fashion.

03 · 01 Amplified, not artificial

Amplified, not artificial.

03 · Your role

INFLXD's stance on AI is simple, and worth saying plainly before anything else: Claude amplifies your judgment. It does not replace it. The work still has your name on it. The reasoning is still yours. Claude is leverage on the parts of the job that scale — synthesizing a folder of transcripts, drafting a structured PRD, reformatting a research scan into a partner-ready memo — so more of your attention lands on the parts that don't.

WHAT STAYS YOURS The judgment on what matters. The relationships in the room. The read on what's load-bearing. The byline on what ships. WHAT CLAUDE CHANGES Speed from blank page to draft. Synthesis across long context. Format translation on demand. Throughput at every stake level.
The work that takes judgment stays where it lives. The work that scales gets the leverage.
03 · 02 Amplified, not artificial
✓ Where Claude earns its keep
  • Long-context synthesis. Drop in a quarter of transcripts or a full deal folder; the million-token window is the unlock.
  • Structured artifacts. A PRD, a brief, a one-pager — saved and versioned, not buried in a chat thread.
  • Visible reasoning. Extended thinking lets you read the working before the conclusion.
  • Owning its uncertainty. Claude will say "I'm not sure" more readily than most models. Real signal, not throat-clearing.
⚠ Where it still falls short
  • Fabricated specifics. Citations, links, internal names, exact quotes — verify anything load-bearing.
  • Nothing outside the conversation. No live web by default, no Slack, no memory of last week.
  • Fresh start every session. Yesterday's careful brief evaporates unless you pin it.
  • Occasional over-caution. Tell it plainly what you want and why; it will adjust.

The job is not to get out of the way. The job is to direct — decide what is worth doing, frame it precisely, read the result carefully, and decide what is good enough to ship. The four habits next — Delegation, Description, Discernment, Diligence — are how INFLXD does that consistently.

04 · 01 The four habits

Four habits that make this work.

04 · The framework

Working well with Claude is not one skill; it is four small habits practiced together. We borrow the frame from the AI Fluency framework and call them the four Ds: Delegation, Description, Discernment, and Diligence. Naming them is useful because it tells you which one to lean into when a piece of work is not landing.

STRATEGIC · ONCE PER TASK 01 / DELEGATION what to hand off decide what belongs to Claude and what stays with you 04 / DILIGENCE own the result your byline, your call, your read on what ships TACTICAL · EVERY TURN 02 / DESCRIPTION how to ask brief with enough signal that the answer can land 03 / DISCERNMENT how to read don't accept fluent output just because it's fluent
Outer row frames each task. Inner row runs inside every send.
04 · 02 The four habits
01 / DELEGATION
Choosing what to hand off, and to whom.

Not every task belongs to Claude. Drafting a first-pass brief from a call transcript is a clean handoff. Deciding whether to pursue the deal is not. Delegation is the upstream decision: this part to Claude, this part stays with me, this part goes to a teammate.

02 / DESCRIPTION
Saying what you want, with enough context to land.

If you ask for "a summary of this transcript," you get a generic summary. If you ask for "a three-bullet recap aimed at a partner who missed the call, leading with the decision and the open questions," you get something useful. Description is the work.

03 / DISCERNMENT
Reading the output critically before you use it.

Treat the draft as a draft. Does the PRD actually reflect the customer's words, or has Claude smoothed them into something blander? Are the citations real? Discernment is the habit of not accepting fluent output just because it is fluent.

04 / DILIGENCE
Owning the result that leaves your hands.

The deal memo that goes to a partner is yours. The brief that goes to a client is yours. Diligence is the care on the final mile — verifying facts, checking tone, making sure nothing private ended up somewhere it should not. Claude does not get a byline. You do.

The point

You are not memorising four words. You are building a quick internal check: which of the four am I shortchanging on this task? That question, asked honestly, is most of the practice.

04 · 03 The four habits

Two loops, one practice

The four habits sit in two nested loops. The strategic loop pairs Delegation with Diligence — zoom out, and ask what are we handing to Claude, and how will we know it actually worked when the result comes back? The tactical loop pairs Description with Discernment — zoom in, and ask how clearly did I brief this turn, and how carefully am I reading the answer? When work goes sideways, it is almost always because one of the four was skipped.

STRATEGIC LOOP · ONCE PER TASK DELEGATION what to hand off DILIGENCE own the result nested inside every task TACTICAL LOOP · EVERY TURN DESCRIPTION how to ask DISCERNMENT how to read
The strategic loop runs once per task. The tactical loop runs every send.
05 · 01 Where Claude lives

Where Claude lives.

05 · The surfaces

There isn't a single "Claude." The name covers a family of surfaces, each tuned for a different mode of work. The shape of the tool shapes the shape of the conversation — so picking the right surface is half the battle.

ASKING DELEGATING AUTONOMOUS CLAUDE · CHAT Thinking out loud One turn at a time answer, not deliverable CLAUDE · COWORK Brief and watch Multi-step jobs deliverable, not transcript CLAUDE · CODE Terminal-native Plans, edits, ships code is the point
Three surfaces, three modes of work. Pick the one whose shape matches the job.
05 · 02 Where Claude lives
Surface Claude (chat) Claude Cowork Claude Code
Best for Thinking out loud, drafting, quick Q&A. Multi-step jobs you'd otherwise hand to a teammate. Reading and changing code across a real project.
How you interact You type, it replies. One turn at a time. You brief it; you watch it work. Terminal-native; it plans, edits, runs, reports back.
Memory The current conversation, mostly. The workspace; skills you've written. The repo, plus the project's CLAUDE.md.
What it can touch Just the chat window. Files, tools, connected apps — with permission. Your filesystem, shell, and tooling — with permission.
When to pick it You want an answer, not a deliverable. You want a deliverable, not a transcript. The work is the code, and the code is the point.
Embedded surfaces

Claude also shows up inside Slack, Excel, PowerPoint, and Chrome — narrower, tuned to one context. Worth using when you're already there; for most INFLXD work, you'll spend your time in the three above.

06 · 01 The craft of describing

Describing well is half the work.

06 · The craft

Description is the habit Claude rewards most. Vague prompts get fluent, generic answers. A well-shaped brief carries five things, every time — and the same shape works once, then again, with small edits.

ANATOMY OF A BRIEF GOAL "Draft the investment thesis section." AUDIENCE "Investment committee. They care about exit math." FORMAT "6 bullets, lead bullet states the thesis in one line." CONSTRAINTS "No hedging language. Match Westgate memo structure." EXAMPLES "Template attached. Match its structure exactly."
Five rows make a brief that lands. Skip one, and Claude has to guess.
06 · 02 The craft of describing

Two briefs, same job

⚠ Thin brief
"Write a deal memo from these notes."

Claude has to guess the deal, the reader, the structure, the length, and what counts as evidence. You get a serviceable outline that fits no actual partner and reads like every other AI deal memo on the internet.

Write a deal memo from these notes.
✓ Briefed brief
"Draft the investment thesis section of the Northshore memo."

Audience, scope, format, tone, and a template are all stated. Claude will hold each one across edits. Your refinements get to be about judgment — is this argument actually defensible? — not scaffolding.

Draft the investment thesis section of the Northshore memo. Reader: investment committee. They care about exit math and downside. 6 bullets, lead bullet states the thesis in one line, no hedging language. Template: last quarter's Westgate memo, attached. Match its structure exactly.
A tell

When Claude opens with "a few clarifying questions before I draft —", that's the model doing its job. Answer them in one message and the next turn arrives sharper. Suppressing those questions to get a faster answer is how thin briefs become bad drafts.

06 · 03 The craft of describing

Three surfaces want three briefs

The same job briefed three different ways. A Cowork brief read aloud in a chat window will fall flat, and vice versa.

CHAT · CONVERSATIONAL
Short ask, fast loop.

You're steering turn by turn. Open with the question and the immediate constraint. Add context as the conversation reveals what's missing.

Tighten this paragraph. Cut the hedging. Keep the second sentence.
COWORK · DELEGATION
Full brief, then watch.

You're handing off a multi-step job. State the whole brief up front — goal, inputs, output format, where to save, what to skip. Cowork plans the steps; you read the artifact.

Take this transcript folder. Produce a call-notes doc per call in the INFLXD format. Save to /artifacts. Skip recordings under 5 minutes.
CODE · TECHNICAL
Task plus the files.

State the task and reference the files; rely on CLAUDE.md for vocabulary, patterns, and house style. Don't repeat what CLAUDE.md already says.

Add pagination to /api/deals. Pattern follows /api/contacts. Run the existing tests before you commit.
07 · 01 Building context & memory

Make Claude get sharper over time.

07 · Compounding

Claude doesn't remember yesterday. Every new session starts as a stranger. The teams that get the most out of these tools accept that fact — and then leave breadcrumbs so the next session, and the one after, start sharper than the last. The work compounds.

PROJECT LAYOUT project/ ├─ CLAUDE.md — project memory; read on every session ├─ references/ — canon: house style, templates, past briefs ├─ artifacts/ — finished work; Cowork saves here by default └─ scratch/ — drafts, half-runs, throwaways Sensitive material stays outside the project root.
One folder shape, used everywhere — so a skill written once carries.
07 · 02 Building context & memory

CLAUDE.md — project memory

A CLAUDE.md file sits at the root of a project. Claude Code reads it on every session before doing anything else. Think of it as the onboarding doc you'd hand a smart new contractor on day one — the things they need to know so they don't make day-one mistakes.

Mirror everywhere

Use the same folder shape for a Cowork workspace, a Claude Code project, and a personal scratch project. Same conventions, same names. A skill that works in one carries to the next because the layout doesn't change.

07 · 03 Building context & memory

Skills & plugins — playbooks that compound

A skill is a small, reusable playbook. You write down once how a specific job gets done at INFLXD — "summarize this transcript into our call-notes format," "turn this research scan into a one-pager" — and from then on, anyone on the team can invoke it with a slash command. The skill carries the instructions; the person calling it carries the inputs. Same output shape, every time. Authoring is short: a markdown file with a name, a description, and the steps, dropped in ~/.claude/skills/ or the project's skills folder. First one takes ten minutes; the second takes two.

Plugins are the bundle layer. A plugin packages skills, hooks, and tools together, so installing one gives a teammate the full workflow — say, the ops plugin with the call-notes skill, the deal-memo skill, the research-scan skill, and the hooks that file outputs in the right places. One install; a working setup.

The compounding bet

Spend the small effort to teach Claude once. It pays back the next ten times you do that kind of work, and the ten after that. This is how a four-person ops team starts to feel like an eight-person one — not by working twice as hard, but by writing the playbook down so the playbook does the next run for you.

08 · 01 Reusable systems

Artifacts, agents, MCP.

08 · Building blocks

Once you've built context, build reusable systems around it. Three layers extend what Claude can produce, who it can call on, and what it can reach — all sitting on the brief you write.

ARTIFACTS the output is a thing you save, version, share SUBAGENTS specialists Claude calls on for the hard parts MCP SERVERS how Claude reaches into your other tools THE BRIEF everything above rests on a clear ask
Three layers above your brief. Each extends what one well-described turn can do.
ARTIFACTS

The output is an object — a memo, a deck, a spreadsheet, an HTML page. Saved, edited, shared, versioned. Not a slice of chat you scroll back to find.

SUBAGENTS

When a job has separable parts, Claude splits it up and delegates pieces to specialised sub-models — exploring, planning, writing. Usually invoked by your skills, quietly, mid-job.

MCP SERVERS

How Claude reaches Notion, Slack, Linear, GitHub — with permission. Skills describe how; MCP describes what Claude can touch. Configure once, forget.

Worked example

Picture a Cowork skill called treatment-from-brief. A partner drops a brief in the deal folder. You invoke the skill. It reads the brief, checks the INFLXD house-style doc, drafts an executive summary, a deal-structure section, and a risks section, and saves the whole thing as an artifact in the right place. Chunky work, written down once, run many times.

09 · 01 Where Claude breaks

Where Claude breaks & how to verify.

09 · Non-negotiables

Anthropic's training catches a lot, but it does not catch everything that matters to INFLXD. Four rules cover the rest — one per stage of work, with the gate that catches it labelled.

01 / INPUTS No real client names, credentials, or partner financials in a chat window. GATED BY · YOU 02 / SURFACES Only sanctioned surfaces and connectors. New keys go through your Team Lead. GATED BY · TEAM LEAD 03 / PERMISSIONS Let Cowork ask. Let Code's hooks gate. Never grant autonomy by reflex. GATED BY · COWORK / HOOKS 04 / VERIFICATION Read the diff. Click the source. Convergence isn't evidence. GATED BY · YOU
Four stages, four rules. Two are automatic gates; two are yours to enforce.
09 · 02 Where Claude breaks

Four rules to internalise

01 / INPUTS
Sensitive material doesn't go into a prompt window.

Real client names, live call transcripts, partner financials, credentials, API keys — keep them out of Claude.ai chat. Inside Cowork or Claude Code, sensitive files can be referenced from local disk, which is different from pasting them into a shared context. When in doubt, swap in a placeholder.

02 / SURFACES & PLUGINS
Sanctioned surfaces only. New connectors widen the blast radius.

Claude.ai, Cowork, and Claude Code are the sanctioned surfaces. Every new Cowork connector or Code MCP server is a key to a new room — useful, but decided on purpose. If your Team Lead hasn't approved it, don't install it.

03 / PERMISSION MODES & HOOKS
Let Cowork ask. Let Code's hooks gate.

Cowork pauses before risky actions — sending a message, writing to a shared system, touching files outside the workspace. Code's hooks gate before a change lands. Grant more autonomy when the task is trusted; never by reflex.

04 / VERIFY THE ARTIFACT
Open the diff viewer. Read what actually changed.

For a brief, check the quotes against the transcript. For code, read the diff line by line and run the tests Claude wrote. For research, click through to the primary source — not a second Claude session. Convergence can be two confident hallucinations agreeing.

09 · 03 Where Claude breaks

Why a second opinion isn't proof

When Claude tells you the X library has a Y function, and a fresh Claude session says the same, that isn't verification — they may be quoting the same outdated documentation. Open the actual library code, the live data, the primary document. Primary sources are proof. Everything else is signal.

CLAUDE drafts a change, edit, or memo PERMISSION Cowork asks before risky acts automatic · pauses HOOKS Code blocks on pre-commit fails automatic · gates YOU read the diff, check the source ~90 seconds SHIP
Four gates between Claude and the work that ships. Two are automatic. Two are you.
Posture

The default is friendly skepticism. Claude has read more than you have and will often see something you missed — take its suggestions seriously. But the work that leaves your hands is signed by you. Diligence is what makes Claude safe to use at speed.

10 · 01 Picking the right gear

Picking the right gear.

10 · Picking the right gear

Most agentic surfaces let you pick a model. Three to know about — pick by task weight, not habit. A brief that will land in front of a partner deserves a different engine than a hundred transcripts you need to tag by Friday.

DEPTH SPEED OPUS 4.7 when being wrong is expensive SONNET 4.6 the everyday driver — ~80% of work HAIKU 4.5 when you need a hundred of them START ON SONNET. REACH FOR OPUS WHEN THE TASK EARNS IT. HAIKU FOR VOLUME.
Start on Sonnet. Reach for Opus when the task earns it. Haiku for volume.
10 · 02 Picking the right gear
DEEP / FOR HARD THINGS
Opus 4.7 — when being wrong is expensive.

The biggest, slowest, deepest reasoner in the lineup. Worth it for architecture decisions, complex memos, sensitive partner communications, or anything where a confident-but-wrong answer would cost real money or trust.

Reach for it deliberately, not by default.

DAILY DRIVER
Sonnet 4.6 — the right default.

Fast, capable, and the model you'll use for most things: drafting PRDs, refactoring code, research scans, distilling a transcript into bullets, working through a deal memo. If you're not sure which to pick, pick this one.

Roughly 80% of INFLXD work sits here comfortably.

FAST / FOR VOLUME
Haiku 4.5 — when you need a hundred of them.

Tiny, instant, and inexpensive. The right tool when the task is simple but the count is high: classify 200 transcripts, tag a backlog, generate forty subject-line variants, sort inbound by topic.

If a person could do one in five seconds, Haiku can do a thousand.

What a small INFLXD team actually spends

The company plan covers daily use for an analyst-to-partner team — typically under $200 per month per heavy user across all three surfaces. The cost is small compared to the time these tools return. Never pay personally; your Team Lead handles the seat. Now let's get you signed in.

11 · 01 Getting set up

Getting set up.

11 · Install · ~10 minutes

Onboarding to Claude at INFLXD is a single short conversation followed by a small install. The company runs on an organization plan that covers all three surfaces — Claude.ai, Cowork, and Claude Code. The only real prerequisite is being added to it.

The onboarding flow

01 / ACCESS
Get on the org plan.

Team Lead adds you in the Anthropic admin. The invite email arrives within minutes. If you don't know who your Team Lead is, ask anyone on the team.

02 / SIGN IN ONCE
Claude.ai first.

Sign in at claude.ai with the invited address. Confirm the workspace shows the INFLXD organization, not "Personal."

03 / INSTALL
Claude desktop, then Code.

Desktop app for Cowork. Claude Code via the one-line install when you're ready for terminal work. Same account on both.

04 / FIRST REAL DELEGATION
Run something INFLXD-shaped.

Open Cowork. Hand it a transcript. Ask for the call-notes format the team uses. Watch every step.

11 · 02 Getting set up

Pick how you want to use Claude

★ Recommended · Desktop app
Claude for Mac & Windows.

The friendliest surface for newcomers. Visual, point-and-click, and supports Cowork natively. What we suggest for your first month while you find the rhythm.

How: Download from claude.ai/download, open it, and sign in with the email your Team Lead invited.

In your browser · Claude.ai
The web app.

Same product surface, lighter touch. Good for quick chats, Artifacts, and anywhere you don't want to install something.

How: Visit claude.ai and sign in with the invited email.

For terminal lovers · Claude Code
Agentic coding in your terminal.

If you've lived in a shell before, Claude Code is the fastest path for delegating real engineering work. Skip this for now if a terminal makes you nervous; come back later.

How: Follow the one-line install on code.claude.com/docs, then sign in with your invited account.

11 · 03 Getting set up

A first day that actually teaches you something

The fastest way to learn the tool is to run a real piece of INFLXD work through it on day one — not a sandbox prompt. Pick a transcript you would have summarised anyway, or a research scan you owe someone. Hand it to Cowork with a full brief — the goal, the inputs, the format, where to save. Watch the permission prompts. Read the artifact. Notice where Claude hedged, where it asked back, where it confidently invented something. That first delegation is worth more than any tutorial.

Credit card guard rail

If any sign-up flow asks for a card, you're on the wrong door. The INFLXD org plan covers Claude.ai, the desktop app, Cowork, and Claude Code on one invite. A credit card screen means the invite hasn't been linked to your sign-in yet — close the tab and ping your Team Lead. Already paid out of pocket? Flag it and we'll sort the reimbursement; the simpler path is asking first.

12 · 01 Where to go next

Where to go next.

12 · Further reading

None of what follows is required. The order on the pyramid is the order to read in. Skim, save, return when a real question pulls you in.

ANTHROPIC PRIMARY start here · short · primary source HANDS-ON WITH THE SURFACES after your first delegation RESEARCH WORTH KNOWING EXISTS after a few weeks of Cowork INFLXD CANON internal · the shapes Claude should match
Read top-down. Width is roughly how often you'll come back.

Anthropic primary — read first

  • Claude's Constitution Anthropic

    The written principles Claude is trained against. Short, plain-language, and the single best explanation of why Claude behaves the way it does.

  • AI Fluency: Framework & Foundations Anthropic

    The source course for the four habits. A few hours; concept-first, role-agnostic.

  • Intro to Claude Anthropic Docs

    A one-page tour of the model family, the surfaces, and the way the team frames prompting. The cleanest single entry point in the docs.

12 · 02 Where to go next

Hands-on with the surfaces

  • Claude Cowork — Overview Anthropic

    The product page for the surface you'll spend the most time on. Worth a skim after your first delegation, not before.

  • Claude Code — Best Practices Anthropic Docs

    CLAUDE.md, subagents, MCP, hooks — the four levers that separate Claude Code that works for you from Claude Code you fight with.

  • Visible Extended Thinking Anthropic

    When to ask Claude to show its working, what it changes about the answer, and what it costs in latency.

Research worth knowing exists

  • Building Effective Agents Anthropic Research

    The canonical write-up on agent design. Densely useful after a few weeks of Cowork.

  • Effective Context Engineering Anthropic Engineering

    Why what surrounds a prompt — files, memory, tool definitions — matters more than the prompt itself.

  • Privacy & Legal Anthropic Support

    What the model sees, what's retained, what's used for training. Skim once, before you ever feel tempted to paste something sensitive.

INFLXD canon

Last word

The four habits — Delegation, Description, Discernment, Diligence — are how experienced INFLXD teammates already work. Treat the first month as practice on real tasks, not study. The shortest path to fluency is shipping something small with Claude, noticing what was awkward, and adjusting the next brief.