in this video we are going to be learning how to automate tasks with Claude and we are going to be using Claude projects in order to do this Claud projects are one of those things that you just need to understand and know how to use if you are interested in artificial intelligence because it allows you to automate certain tasks whether you're brainstorming new ideas in a very specific way maybe you have a Content ideation and generation process that you want automated maybe you have certain summaries that you want automated data retrieval data present presentation there
are so many different types of tasks that you can automate with clae in this video I'm just going to give you everything you need to know about Claude projects how internal knowledge is used with custom instructions and how you can automate a task and I'm going to build with you a live example of how I would go about automating a task within Claude I'm so excited to get into this now if you don't already know the AI foundation's YouTube channel also has a community and in this community we go so much further into artificial intelligence
than what you see on YouTube Google X LinkedIn or anywhere else this is meant to be your final stop for AI we have courses in here we have this nice Community section where people are putting in AI news sharing their AI findings their wins and it's just over 250 people from multiple different Industries with one goal in mind the goal to leverage artificial intelligence when you put that many people in a room with one goal in mind great things happen so we have this community here we have a classroom section full of different AI courses
that you can just learn at your own own pace we have templates in here resources Blueprints and everything you need and we also have a calendar with multiple different live calls on here that anyone in the group can join and just ask questions interact Network and just join a group of like-minded people who are just AI Enthusiast it's an amazing Community to be a part of so if that's something that interests you I'll leave a link in the description or the topend comment uh you can decide which one you'd like to click but I highly
recommend checking it out you won't regret it and I hope to see you there now let's take a dive into the claw projects feature so we can start leveraging AI for task automation first what we want to do is we want to create a project because the project is where everything is going to be taking place you can think of projects as folders for certain tasks that you want automated so I'm going to head over to the upper left hand corner of my screen and hover over where it says claw and then select projects here
what you can do is in the upper right hand corner behind my head you can select this create project button and next you give your project a name and a description after that you can hit create project so for my name I just said AI foundation's live call analysis and summarizing key points from AI foundation's member calls I'm going to explain what I'm automating in a second here but first I just want to create this project so I can walk you around the dashboard now it's very similar to if you were in any other large
language model you have this prompt bar right here you can change your model here um I love Claude son at 3.5 it's just amazing you can add content like uploading images docs PDFs Etc and you have a history of chat threads right here but this is outside of your normal claw chat threads this is native to the project that you're working in and what makes these projects special is you have this section over here called project knowledge this is an internal database of files text content and custom instructions that Claude will be referencing throughout your
time within this project so when you go out of this project it's not going to be referencing this but you can create multiple different projects with different project knowledge in each so what is the project knowledge let's take a look at internal knowledge and custom instructions that way you can get a good overview of how these two things are working together and you can start to see the power of them we have to walk before we can run and I think it's important to understand the structure before you just start automating the task right you
have to know how do these things communicate with each other and how can we use them with each other so in the project knowledge this is really important because your chat thread is going to be referencing this all the time you have the ability to hit add content and here you have have two options you can either upload from device or add text content if you add text content this is just information that Claude will reference so I could say tools I use and then I could just list out some tools I use for example
maybe I use stripe Elementor maybe I'm doing some website design Zoom I could just list all the tools I use in my business uh chat GPT and once you hit add content Claud is now referencing this and you have a certain amount of knowledge size you can use a 200,000 context window window which is equivalent to a 500 page book so now if I hover over this and I click into this new project knowledge that I added you can see tools I use stripe Elementor of zoom and chat gbt and now if I ask Claude
a personal question about my tools it will know which tools that I use so I could say what tools do I use and without this prior knowledge of me uploading this and telling Claude the tools I use in my project knowledge it would struggle to understand the tools that I'm using because I never told it so when I send this off it will know the exact tools that I put within my project knowledge as you can see it's giving me even descriptions of what they are and so that's how you can use project knowledge and
internal knowledge in your chat thread something as simple as that giving claw more context into your project giving it more context into your workflow Etc so if I go back to my project now the cool thing about project knowledge is you don't only have to reference your internal knowledge that you've uploaded like the tools I use in these promps and in these statements or questions that you're giving Claude but you can also do something called setting custom instructions and this is for how Claude should behave and respond for chats in this specific project so if
I select set custom instructions here we get to tell Claude how it should respond and this is similar to the custom instructions feature within chat gbt here you can set a Persona set a system function for cloud so again I'm just going to use a very basic example of how you might be able to set custom instructions I could say respond with only two words every single time and if I hit save instructions and I ask how do I tie my shoe and I send it off it's going to respond with only two words every
single time and that's how you can use custom instructions to manipulate the output and that's where the automation comes in play maybe you want to upload something to this claw chat thread and have it respond in a specific way every single time if you're doing something an estimate this is really cool because you can upload your project knowledge things about your company by hitting add content and uploading those PDFs uploading those important documents and then you can have the custom instructions reference that internal knowledge and use it in order to perform specific output formatting for
whatever task you want automated whether that's for Content generation summarizing or creating estimates or customer service or email responding or mood detection the the list really goes on and it's going to be entirely up to you but real quick I just want to show you how you can use these custom instructions to reference your project knowledge that way you can start to see the power of this because each of these documents in here are labeled so you can tell it to reference that labeled document in order to perform a task as well so I could
say for each response completely disregard the user's question and statement only respond with a random tool from the tools I use document as you can see I'm referencing that document that I created of the tools I used maybe I just want like a random selection picker I can just hit save instructions and then I can just ask it how do I turn on my TV and when I send that off it's going to listen to my custom instructions completely disregard anything I ask or anything I say and just respond with a custom selection from my
tools I use list as you can see the answer chat gbt and that's what I told it to do so you can reference those documents and that's what I wanted to get across and that's just an important foundation before you start trying to automate tasks so I hope you've stuck around and I hope that you've learned a thing or two but for now I'm going to delete all these chats and I'm going to start fresh I'm going to delete the tools I use for my project knowledge and I'm going to delete my custom instructions and
just hit clear and now we're going to start fresh and I'm going to give you the task that I will be automating so we are still going to be in our AI foundation's live call analysis project folder and the task that we're going to be automating is the summarization of key points and insights from our live calls via a transcript so all I want to do is I want to just come in here hit add content and upload the transcript of our Live member calls within our AI foundations Community if you don't remember me showing
you earlier on our calendar we have one to two calls per week uh last month it was on automations and then just a live Q&A this month we're going to go into AI business but we have all of these calls as you can see it's just a ton of information these calls are hours long but with each one comes a transcript so I want to be able to upload this transcript and get that specific analysis that I want those key points from the call and I don't only want to get the key summaries but I
want a lot of things right I want a grading scale for how well did Carter and I do answering people's questions so that is the task that I'm going to be automating in this video and throughout this video don't just look at this task for face value but dive deeper how can you apply this in your work life or your personal life in order to save time if you're doing something that's repetitive or you're doing something that requires a lot of data and a lot of reading I highly recommend using this in your workflow and
just following the techniques that I'm going to show you and applying it to your life I think a good spot to start with task automation is adding project knowledge that way you can use the custom instructions to later reference this project knowledge these are going to be the bigger files in the backend stuff that you can use and reference in your chat threads and with custom instructions so I think it's good to add content here and you can either upload from device or you you can hit add text content give your content a title and
then paste in some content or just type it in but what I wanted to show you was this PDF that I have I have an AI foundation's Community standard PDF these are just five things I always want to remember as the community grows in order to have a successful community and in order to keep that good foundation no pun intended so what I did was I wrote out everything I wanted from the community and what I thought a good standard would be in order to actually help people and actually provide value I threw it into
chat gbt and I made it a lot more more clear and concise with AI but now I have this five-step PDF for the future of the AI foundation's Community this would be a great thing to upload within my Claud project because remember we're going to be summarizing key points from the AI foundation's calls so what I can do is I can hit add content and upload from device and I can upload that PDF the AI foundations goals PDF and hit open and now we have all of that information in here all of my community standard
goals and like I said in the custom instructions we can now reference that file that we just uploaded so remember my goal is I want to upload a call transcript from our live Zoom events and I don't want to have to type out any prompt I just want to hit add content upload the text file and send it off and have my automation run and we're going to accomplish that by setting custom instructions so when I'm going to create these custom instructions I actually have a template that I like to follow that I'll leave in
the description below so you can just copy and follow the template with me and it's basically this right here we want to make sure that we hit all these points we want to give Claud a profession in a role we want to give it an objective personality traits this is going to make it fun communication Style again make it fun output format output format is probably the most important thing in the task automation process with Claud projects because you're giving Claud a specific way that you want it to respond each and every time so you
don't have to type out long prompts you're doing it once in the back end very well and then you are giving it special formatting instructions for how to use that output format it might be a little bit confusing but I'm going to walk you through each step and get this done so profession and role I can just put expert live call analyzer you really don't have to use any fancy language here you're just kind of letting Claude fill the shoes of this profession enroll and you're going to walk it through everything it needs to do
objective and this is important we're laying out the goal of what we want Claude to do not the output format yet but we're going to list out everything we want completed as soon as we upload a call transcript by hitting add content to every single chat thread so I've just completed my objective here and at the end we're actually going to copy and paste all of this into the claw custom instructions I'm just doing this in a Google doc just so you ladies and gentlemen can see it better and it's a little more zoomed in
that way my objective is very simple we have all of these different steps in here we need to fill out so that we don't have to over analyze One Step so for the objective I put your goal is to analyze Zoom call transcripts from the AI foundations community and provide detailed insights based on your specific output format you'll need to follow and that specific output format is what we're going to list down here this is the automating part of the task so next I can just move on to personality traits and tone this is just
more so for fun you don't really have to think about this one too much it's just how do you want Claude to respond do you want Claude to respond with complex verbiage more simple straightforward talking that's really what you're typing out here so again we're just keeping it simple and I put put respond with energy using simple easy to understand verbiage for communication style you can do this if you want and style is a fun thing to mess around with but it's not necessary you don't need it in order to have a good response I
just provided that option in there in case you wanted it in a specific writing style if you wanted it journalistic academic if you wanted it in the style of a pirate you can really choose your communication style there but for now I'm just going to get rid of this I just want it very very simple so you can see the power of Simplicity next we need output format and this is going to be that special way that we want Claud to respond each and every time so now I'm just going to form a template how
do I want Claude to Output its answer whenever I upload a zoom transcript to the chat thread in the projects folder that's what I'm going to put and this is going to be a fun stage where you can actually test and revise certain things if you don't like them it's really powerful how easily you can automate certain things so as you can see I just started off with AI foundations and then I put topic of and then I can maybe even put call discussion here I can even put that central point of call discussion and
I don't even have to put here because we'll reference that in the special formatting instructions so whenever I want information to dynamically update I'm always going to put those brackets so here's what we have so far we now have the AI foundations call with the central point of call discussion and then I always want a call summary whenever I upload the transcript and in Brackets here I just put one to two sentence summary of the call and how it went something very brief I just want to get a briefing essentially on the call and then
I have another section here for questions and answers I want direct quotations from the call of questions people had in the general answer or conclusion to the question that they had and we have three of those here so as you can see I put question one answer one question two answer two question three answer three and if you're wondering how will Claude know that you want direct quotations well that's what we're going to mention in the special formatting instructions how is this template going to be used when I a call transcript we're going to get
to that in a second but I still want to add a few things to my summary here so lastly what I have here is a call grade I want Claude whenever I upload that transcript to give me a letter grade and a percentage out of 100% on how well the call went I'm going to mention that in the special formatting instructions but then beneath that call grade I have a description of why you gave the grade and percentage you did and now I have this template that I wanted to follow every single time as you
can see I'm kind of using emoji for bullet points I really like that for breaking up certain points of information but you don't have to do that that's just something I like to do now I can get into the special formatting instructions here and this is going to be fun because we're going to be telling Claude how to actually use this template that we've just created so I recommend that you do the same and I'm just going to get into it and I'll explain it when I'm finished creating these instructions so first I've just put
you already use the template provided in the output format section whenever you see brackets like this and I put the brackets where I have dynamically updated information you are to fill out the labeled information based on a call transcript that was uploaded by the user so this stuff is always going to be changing based on the call transcript and now I can get into the next part I can kind of start to explain this template where I think Claude might need some help for example in the questions and answers section I want to make sure
that it's using direct questions and then direct answers or general summaries of what the consensus was on how to find a solution to that question so I'm going to tell that to Claude because it can't read my mind and it doesn't know that I want direct quotations I'm just going to enter down and write that in so I said in the questions and answers section for the question provide a direct quotation from the call transcript of a question that someone had so it can read everything from the call transcript from these two-hour conversations and find
all the questions and then I wanted to just give three of the questions with an answer so I want it to provide the direct quotations what was the question asked and after it does that I want it to provide a General summary of how the group helped with that question and the end result this can be a quick sentence or two I just want it to be very quick okay what were the questions what were three main questions of this call how were they answered just to get a grade almost and a summary of how
did we do on the call was there an answer to the question did we end up solving that person's problem these are the things that I want to see here and next I just need to go in to describe how to fill out this call grade section because if you remember I uploaded in Claude the AI foundation's goals maybe I want to be graded based on those goals that I've uploaded for inclusivity and respect continuous learning and growth open communication and collaboration solving real world problems and building an Evergreen Community maybe those are the five
factors that I want to be graded on so in my custom instructions I can have it reference the AI foundation's goals in order to provide me with that call grade that letter grade and that percentage out of 100 and also even the description and we can have it reference why did it gave me the grade that I did based on my AI Foundation goals so I'm just going to mention that just as I did for the questions and answer section I can say when filling out the call grade section make sure to grade the call
based on the AI foundation's goals PDF so I'm directly calling out that PDF that I've uploaded as the AI foundation's goals and I'm making sure that I write it the exact same I am saying use the AI foundations goals PDF that I've uploaded in order to great read this call I say I want to make sure we accomplish all five points effectively that are written for our community standard and all those five points are listed within the PDF 1 2 3 four and five I don't have to even say what those points are in the
custom instructions because I'm referencing internal knowledge I say look at each point and analyze how we did then provide a letter grade and percentage after that in the description of why you gave the grade you did provide direct citations and quotations I can put that from the call transcript to back up your findings and the final grade so I don't want it to only give me a grade but why did you give me that grade are you hallucinating on why you gave me this are you just making something up for fun no I want quotations
for why you gave me that grade that way I can look at this and I can go okay we need to improve on X Y and Z in the next call and now this is pretty much ready to go what I can do is I can copy all of this and then paste it into my Cloud's custom instructions my project over here I can hit set custom instructions and paste it in and now I can go through here and make sure that it's formatted all good everything looks pretty solid I'm going to enter down right
there and yeah everything is looking great just going to make sure everything is how I want it we have the special formatting instructions in here and as you can see this is why I like doing it in Google Docs it's pretty cramped up right here but I can just save instructions now and now that I've created this huge prompt back here right in Claude with projects or in chat GPT or in any llm without something like gpts or projects you'd have to type out this prompt every single time you'd have to store it somewhere but
now you can just put it in the custom instructions and the only thing you need to type in here is the text file from the call transcript at least in my case so for example I could go to this Q&A here from July 25th I could go to subtitles and audio and then I could just download those captions as I normally would and those are going to be generated up here here very quickly Vimeo does a nice job and I can head back to my Claud project go to my downloads because remember I've just downloaded
those captions and then I can just drag them in here and I can just attach that to the chat I don't even need a prompt now that's how awesome this is with custom instructions it's completely automated all I have to do is drag and drop in my text file and there is 12,000 lines worth of text in here has timestamps and every single thing that you'll need from the call transcript and all I have to do is send that off and Claude is going to use my custom instructions it's going to use my internal knowledge
and everything that we've given it thus far and output this in the specific output format that we want and it did a pretty good job as you can see we have my exact output format template that I discussed we have ai foundations Community discussion is the uh description that it gave the call which yeah it was just a basic Q&A just a basic Community discussion call summary this was an engaging Q&A call covering a wide range of AI related topics from open source models to entrepreneurship the host Drake and Carter were facilitated in an insightful
discussion with community members showcasing AI capabilities and discussing future plans for the group this is true questions and answers during that call somebody asked can you help me create a python script to calculate the factorial of a number and then Claude says the host demonstrated creating a simple factorial script using AI showcasing how easily AI can assist with coding tasks somebody in the community also asked how is AI perceived in Germany at the moment because we have a lot of international members some from Germany and then a member from Germany actually shared that AI adoption
is slow but growing especially in professional settings like software development so very cool that it's taking these direct quotations and direct questions what inspired you guys to be entrepreneurs somebody asked Carter and I in the call what inspired us to start our business and then we shared our entrepreneurial Journey very good supportive parents yes early exposure to self-improvement and business Concepts very cool then we get down to the call grade it gave me an A minus on 92% said this successfully addressed all five points of the AI foundation's Community standard inclus ativity and respect and
then it gives what we did I could also have this grade me on a harder scale because I'm sure Claude always tries being nice but if you want that tough critic you can have it be a very tough critic and again it doesn't just have to stop there I could keep on asking Cloud questions of course but now we have this template and we can just now copy this and use it for whatever we need because we filled out that information in the back end one time in order to get this awesome result on the
front end if I go back to the project then we can just add content and start the process all over again with a completely new call transcript so I hope that this video has helped give you some insight into how you can use claw in order to automate certain tasks I hope that it's helped broaden your view on how to use internal knowledge and custom instructions and how to use them together as well if you have any questions please leave me a comment below I would be happy to try and get back to you or
somebody else from YouTube might get back with you as well now once again if you liked this video and you like the teaching style and you want to join our community where we have these live calls and where we go over everything you need to know about artificial intelligence the AI news and everything I will leave a link in the top pin comment or the description below to join our AI foundations Community all right with that being said I hope you enjoyed this video and I will see you in the next one
