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Claude for Non-Technical Teams

Getting Comfortable

What Claude Is, in Plain Terms

What Claude Is, in Plain Terms — Quick Check

Your First Conversation

Your First Conversation — Quick Check

Everyday Tasks Claude Handles Well

Everyday Tasks Claude Handles Well — Quick Check

What Claude Isn’t Good At

What Claude Isn’t Good At — Quick Check

Claude for Everyday Work

Writing & Editing Emails

Writing & Editing Emails — Quick Check

Summarizing Documents & Meetings

Summarizing Documents & Meetings — Quick Check

Organizing & Planning Your Day

Organizing & Planning Your Day — Quick Check

Getting Better Answers — Light Prompting Basics

Getting Better Answers — Light Prompting Basics — Quick Check

Good Habits & Team Adoption

Checking Claude’s Work

Checking Claude’s Work — Quick Check

Privacy — What Not to Share

Privacy — What Not to Share — Quick Check

Simple Templates Anyone Can Reuse

Simple Templates Anyone Can Reuse — Quick Check

Capstone — Your Personal Claude Routine

Capstone — Your Personal Claude Routine — Quick Check

Privacy — What Not to Share — Quick Check

Claude for Non-Technical Teams
Good Habits & Team Adoption
Privacy — What Not to Share
Privacy — What Not to Share — Quick Check

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Question 1 of 3

1. Question

You’re troubleshooting a login issue and want Claude’s help. Should you paste in your actual password?

Yes, it's fine since it's just for troubleshooting
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No — never paste real passwords or login credentials into Claude
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Only if the conversation is marked private
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Yes, but only the first few characters
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Question 2 of 3

2. Question

You want help wording a message about a client’s budget without exposing their real financial details. What’s a good approach?

Paste in the real numbers, it's necessary for accuracy
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Use a placeholder like "Client A has a budget of $50,000" instead of real identifying details
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Don't use Claude for anything related to clients, ever
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Share the client's full account number for context
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Question 3 of 3

3. Question

What’s a good quick test before pasting a large block of text into Claude?

Whether the text is long or short
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Whether you'd be comfortable if that text were visible outside your company
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Whether it's written in English
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Whether it contains bullet points
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