Warm-up
Check yourself
Which folder access should you give Claude Cowork for this job?
Exercise 2
Build Your Receipts Pipeline
About 35 min
Your task
You'll set up a receipts Inbox, have Claude Cowork file and log ten receipts into an Expense log, write the job description for a Grok Bot Expense Bot, and produce your first exceptions list. You'll end with a receipts system that runs weekly.
- Time
- 35 minutes
- You'll need
- The Claude desktop app with Cowork (paid plan), 10 receipts (from your email or the sample set below), your Finance folder from Exercise 1, Grok Bot access (optional)
- Builds on
- Lesson 2
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.