Claude CoWork is built for tasks that run on their own for a while, over your own files and inbox, and hand back a finished result — not a back-and-forth conversation.
What you end up with
- A clear idea of what Claude CoWork is and how it's different from a regular chat.
- A sense of when it's the right tool to reach for.
- One real task run start to finish — an inbox scan for money-related items, saved as an actual file, not just summarized in chat.
What you need
- Claude CoWork access to run a task, not a regular chat
- Inbox access connected so Claude can read the last month of email —
- A folder somewhere Claude can save the output file —
Steps
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Open Claude CoWork and connect your inbox
Grant it access to the inbox you want scanned. This is a one-time step per inbox — CoWork needs to actually read the messages, not just their subject lines.
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Point it at a folder for the output
Give it access to a folder it can write into. The task below saves a real file there — that's the whole point of running it as a CoWork task instead of a chat.
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Write the task
This task scans the inbox for anything tied to money and sorts it into what needs action versus what doesn't — the kind of triage that's tedious to do by hand but simple to describe.
Go through my inbox from the last 1 month and flag anything tied to money — bills, invoices, and paid subscriptions. Sort into two lists: 1. Due or unpaid — needs action 2. Already auto-charged or just a renewal/expiration notice — no action needed For each item, include the sender/vendor, amount (if visible), and date. Save the results as a Markdown file named "todo-flags-[today's date].md" in the folder you have access to for this task. Don't just summarize in chat — write the actual file.
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Adjust it to fit, if you want
The task above is a starting point — change the timeframe or the file format to whatever's actually useful to you.
You can swap the output file to a plain
.txtinstead of.md, and shrink the window from 1 month to something like 1 week for a faster run while you're testing it out.
The value here isn't the prompt — it's that CoWork actually writes the file instead of summarizing it back at you. If you ask for a task and it only replies in chat, tell it explicitly to write the file and where.