Insanity is doing the same thing repeatedly and expecting different results. But for most remote professionals, we have to do something again and again and expect the same result. That repetition may drive you crazy!

Luckily, with AI workflows, you can limit the tasks you do repeatedly, so you can focus on the things that matter. That’s why Claude Project is such a great tool. In this article, we’ll explore how to start a Claude Project and show you specific Claude project examples I use daily as a marketing project manager.

What is Claude Projects?

Projects are specialized workspaces with a specific output based on the resources and instructions you provide. It provides:

  • Dedicated Knowledge Base: Each project maintains its document repository where you can upload relevant files, brand guidelines, and reference materials.
  • Contextual Understanding: Claude learns from your uploaded documents to provide more accurate and relevant responses within the project scope.
  • Custom Instructions: Set specific guidelines for how Claude should communicate and handle tasks within each project.
  • Focused Chat History: Maintain separate conversation threads for different projects to organize discussions.
  • Team Collaboration: Claude for Team users can share projects with team members to enable collaborative workflows.

These features make Projects an ideal solution for teams looking for AI tools to streamline their workflows while maintaining consistency and quality in their outputs. It works great for any project management within self-contained workspaces. Claude costs $20 per month for the Pro plan and $30 per month for the Team plan (with a minimum of 5 members).

How to Use Claude Projects

Creating and using Claude Projects effectively requires understanding how to set up and optimize your workflows. This guide will walk you through the essential steps to harness Claude's capabilities for your specific needs, from selecting the right tasks to implementing and testing your projects.

1. Choose a task.

First, understand the task that works well for a Claude Project. Here are a few questions to help you choose:

  • Which task or workflow has the same output?
  • Does the task always have the same process and guidelines?
  • Does the task require scanning lots of documents?

These questions will help you decide the output you want to create each time and what resources you need to upload to accomplish the task. Make sure to choose a specific task instead of accomplishing so many things simultaneously.

For example, I have a Claude Project that specifically helps me write a content brief. A content brief includes the article outline that the writers in our team should follow. This project doesn’t write the entire article — only the content briefs.

2. Create a project.

Once you’ve picked the task, it’s time to create a Claude Project.

Create a new project by clicking on the "New Project" button at the top of your Claude dashboard. You'll need to give your project a name that describes its specific purpose.

Create a Project in Claude AI
Create a Project in Claude AI

You want a detailed title and description, especially if you share it with multiple team members. For example, I have 3 Projects for our blog workflow. Two of them are shared with other team members.

3. Create a custom instruction.

The custom instruction is where you tell Claude exactly what you want it to do for this specific project. You don’t have to be a developer to do this. You just write simple instructions — just like you would for your assistant.

Create a Custom Instruction in Claude AI
Create a Custom Instruction in Claude AI

Be as detailed as possible about the output format, guidelines, and any specific requirements. Think of it as a style guide that Claude will follow every time you use this project.

If you have detailed guidelines for your processes, then you’re off to a great start! You can use those instructions for Claude. It just needs to be tweaked a little, so the instructions are clear and short. The main thing here is to tell Claude what the final output is and how you want that output to be structured.

For example, if you’re going to use it for creating a blog post, provide the structure of the blog post, a description of each element, and a few more concrete examples.

4. Upload resources.

Resources are any documents you own or external documents Claude needs to pull data from. Resources could be…

  • A detailed documentation
  • A spreadsheet of compiled data
  • PDF files with best practices about a task
  • Market research reports
  • Research papers
  • Audience personas
  • Investment reports
  • Scientific papers

…and other relevant documents.

For example, if you’re using the Claude project to write a blog post, you’ll need to upload:

  • Your blog content guidelines.
  • A dozen of your best blog posts (the more examples you have, the better!).
  • SEO guidelines.

What resources do you usually keep referencing when you accomplish a task? That will end up as a resource for sure. You can always test if the resources you have are enough. Claude will tell you how much resource space you’ve used up.

Upload Resources in Claude AI
Upload Resources in Claude AI

Note that you can’t upload video or audio files as resources. You can upload these file types instead:

  • PDF files
  • Word documents
  • Excel spreadsheets
  • Text files (.txt)
  • HTML files
  • CSV files

Make sure to regularly review your resources. Remove outdated information and upload new guidelines.

5. Start testing.

Now that everything is set up. It’s time to reap the rewards of your hard work! Open a new chat and start a conversation. What’s great about a Claude Project is that it keeps you from typing a long prompt because it is specifically designed for one purpose only.

For example, if you’re writing a blog post, you’ll have to write this prompt in the normal Claude chat:

  • Write a blog post about [topic] for our [target audience]. Our tone of voice is [list description of tone of voice].

With the Claude Project, you just need to provide the blog post's topic, and it will know exactly what to do. It saves you time and it’s more accurate because it already has all the documentation and guidelines.

Claude is also very good at staying focused on the resources you have instead of pulling general data. That’s why for specific projects, I like Claude over ChatGPT Projects.

One thing to remember is that you’ll have to update your resources. If you’re using a spreadsheet as a resource and that spreadsheet is updated weekly, you can upload the newest file saved, so Claude has all the details. I try to update our blog spreadsheet every first of the month, for example, so it includes all the latest blogs that have been published from the past month.

5 Real-life Claude Projects Examples

Writing content briefs

Using Claude for content briefs helps maintain consistency across all content pieces while saving time. The project includes resources like content guidelines, tone of voice documentation, and examples of successful content briefs to ensure each new brief follows the established standards.

Since I started using Claude Projects for writing content briefs, I cut down the time I spend by 80%. Once I have all the data about the topics, I just type them in and Claude will have an output for me with the standard structure of the content brief.

Updating old blog posts

Keeping blog content fresh and up-to-date is crucial for SEO and user experience. With Claude Projects, I've streamlined the process of updating old posts by having it analyze the content against current SEO best practices and industry trends.

Some blog posts don’t need a major rewrite, so changing around 25% of the content is good enough for a content refresh. Claude Project is perfect for this because you just need to copy and paste the current version of the blog post and then it will provide you with the rewritten text.

Writing product emails

Product emails are essential to customer communication, but maintaining consistency in tone and messaging can be challenging. And sometimes, you’ll have writer’s block. Claude Project is great for crafting product update emails because:

  • It maintains a consistent brand voice across all emails.
  • You can quickly generate relevant content based on product updates.
  • The templates ensure all necessary information is included every time.

All you have to do is type the specific updates, such as what the latest feature does. Then, Claude can generate a new email based on all the guidelines and past examples.

Link exchange analysis

Link exchange outreach can be time-consuming and requires careful evaluation of potential partners. Link exchange or reciprocal linking, is a practice where two websites agree to link to each other's content. This SEO strategy involves website owners partnering to increase their backlink profiles and potentially improve their search engine rankings.

Link Exchange Analysis in Claude AI
Link Exchange Analysis in Claude AI

Claude Project helps streamline this process by analyzing potential link exchange partners based on our quality criteria, domain metrics, and content relevance.

Note that you’ll have to provide the raw data, such as the site’s domain rating and keywords. Claude can’t search the internet and find these details.

The project uses our link building guidelines and past successful partnerships as resources to assess new opportunities and generate personalized outreach templates quickly.

Creating a support knowledge base

Building and maintaining a comprehensive knowledge base is crucial but can be very time-consuming. This task becomes a pain if there are tons of product updates.

Using Claude Project for this task helps ensure consistency in documentation style and format across all articles. The project uses existing support documentation, common customer inquiries, and product documentation as resources to generate new knowledge base articles that match the established format and tone.

How to Use Tactiq's Transcripts as Resources on Claude

Tactiq
Tactiq

If you're using Tactiq for meetings, you can add the transcripts as resources in your Claude Projects! This is super helpful because you can pull important details from your meetings and ensure Claude has all the context it needs. Here’s how to get started:

  1. Make sure you have Tactiq installed on Google Chrome.
  2. Use Tactiq to transcribe your call in real time.
  3. After the call, you’ll get a full transcript.

Now, you can upload the full transcript as a PDF file on Claude. You can also just include the AI summary and insights. For example, if there are important changes in your content guideline that you’ve discussed in the call and you don’t have detailed documentation yet, you can upload the transcript instead.

You can also create custom AI workflows on Tactiq to automate repetitive tasks, like sending your transcripts to a Google Drive folder. Using Tactiq makes it easy to keep your Claude resources comprehensive and fresh.

Want the convenience of AI summaries?

Try Tactiq for your upcoming meeting.

FAQs about Claude Projects

What are projects in Claude?

Claude Projects are customizable workflows that help you complete specific tasks consistently. They include custom instructions and resources (like documents and guidelines) that Claude uses to generate outputs following your exact requirements.

What are 3 examples of projects?

  1. Content writing projects - blog posts, social media posts, newsletters.
  2. Data analysis projects - analyzing customer feedback, market research, competitor analysis.
  3. Documentation projects - user guides, process documentation, technical specifications.

How to effectively use Claude projects?

Focus on specific repetitive tasks and provide detailed instructions and resources. Make sure to test the output so that you can be sure of the consistency and accuracy. Lastly, keep updating your resources.

What is the best use case of Claude?

Claude excels at tasks requiring strict guideline adherence and consistency. Its strength lies in processing multiple reference documents for the content creation process, analysis, and documentation tasks, helping teams maintain quality while reducing time on repetitive work.

Is Claude project better than ChatGpt Project?

Both Claude and ChatGPT Projects have their strengths, but Claude tends to be more precise when working with specific documentation and guidelines. While ChatGPT is great for organizing chats, Claude excels at following detailed instructions and maintaining consistency with your resources.

Wrapping Up

Repetitive tasks that reference multiple documents can be mind-numbing and not to mention prone to error. That’s why Claude Project can be perfect for these tasks. I hope that the Claude Project examples I shared will inspire your own workflows.

You can always use other AI tools like Tactiq to help keep your Claude resources fresh and updated. You can save tons of brain bandwidth and time. Plus, you can focus on high-level tasks to help you reach your goals.

Want the convenience of AI summaries?

Try Tactiq for your upcoming meeting.

Want the convenience of AI summaries?

Try Tactiq for your upcoming meeting.

Want the convenience of AI summaries?

Try Tactiq for your upcoming meeting.

Bringing AI into your meetings has never been so easy.