Getting Ready
to Work With
Claude.
How to read this.
01 · WelcomeThis 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.
What you'll get out of this
- A working picture of what Claude actually is — and what makes it different from a plain chatbot.
- The four habits that separate people who get real leverage from AI from people who don't.
- The three surfaces Claude lives in at INFLXD, and how to choose between them for a given task.
- The discipline of describing well and verifying carefully — the two skills that compound fastest.
- A 10-minute setup at the end, so you can close this doc and start using it.
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.
What an LLM actually is.
02 · Mental modelClaude 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.
Three things that follow from this
- Conversations are the unit of memory. Inside one chat Claude can hold everything you have shared, including very large attachments. Across chats it carries nothing. The brief you dropped in yesterday is gone tomorrow unless you bring it back or pin it to a Project.
- Confidence is not accuracy. Claude will sometimes invent a citation, a function name, or a fact that does not exist. It tends to hedge more than other models, which helps, but the hedge is not a guarantee. You verify anything that has to be right — names, numbers, sources, code paths.
- Context is the lever. Claude's million-token window is only useful if you actually use it. Pasting a whole transcript, a real PRD, last quarter's notes — that is what changes the quality of the output. Sparse context, sparse answer.
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.
Meta-lessons that transfer
These hold for Claude and for whatever comes next. Worth carrying with you, regardless of which model is in fashion.
- The first answer is a draft. Steer it; don't restart.
- Confidence is not accuracy. Verify anything load-bearing — names, numbers, sources, code paths.
- Context is what you bring. Sparse context, sparse answer. The model can only reason over what's in the window.
- Every session is a fresh start. Yesterday's careful brief evaporates. Pin context to a Project or bring it back yourself.
- Bigger models reduce errors. They don't eliminate them. The verification step doesn't go away with the next release.
Amplified, not artificial.
03 · Your roleINFLXD'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.
- 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.
- 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.
Four habits that make this work.
04 · The frameworkWorking 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.
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.
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.
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.
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.
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.
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.
Where Claude lives.
05 · The surfacesThere 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.
| 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. |
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.
Describing well is half the work.
06 · The craftDescription 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.
Two briefs, same job
"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.
"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.
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.
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.
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.
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.
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.
Make Claude get sharper over time.
07 · CompoundingClaude 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.
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.
- The vocabulary we use — what "treatment," "brief," and "memo" mean here, and how they differ.
- Files to read first — the house-style doc, the template folder, last quarter's reference deliverables.
- Patterns to imitate, anti-patterns to avoid — the way we open executive summaries, the words we never use.
- Format conventions — how a brief is structured, how a PRD is structured, how a deal memo is structured.
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.
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.
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.
Artifacts, agents, MCP.
08 · Building blocksOnce 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.
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.
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.
How Claude reaches Notion, Slack, Linear, GitHub — with permission. Skills describe how; MCP describes what Claude can touch. Configure once, forget.
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.
Where Claude breaks & how to verify.
09 · Non-negotiablesAnthropic'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.
Four rules to internalise
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.
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.
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.
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.
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.
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.
Picking the right gear.
10 · Picking the right gearMost 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.
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.
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.
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.
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.
Getting set up.
11 · Install · ~10 minutesOnboarding 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
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.
Claude.ai first.
Sign in at claude.ai with the invited address. Confirm the workspace shows the INFLXD organization, not "Personal."
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.
Run something INFLXD-shaped.
Open Cowork. Hand it a transcript. Ask for the call-notes format the team uses. Watch every step.
Pick how you want to use Claude
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.
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.
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.
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.
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.
Where to go next.
12 · Further readingNone 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 — 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.
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
-
House style for briefs, memos & PRDs
internal: pinned in #ai-fluency
The shapes Claude should be matching when it drafts for us.
-
CLAUDE.md starter for INFLXD projects
internal: pinned in #ai-fluency
A template CLAUDE.md with our vocabulary, common patterns, and the files Claude Code should read first.
-
Skills library & how to add one
internal: pinned in #ai-fluency
The shared set of slash-command skills the team has built. Read the existing ones before writing a new one.
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.