6 New Claude Features Your Business Needs

Author: AI Foundations · Watch on YouTube

Video authored by the channel shown, not by IANIA; all rights belong to the creator. Transcript and summary generated automatically; the original-language content is preserved.

Original language: English

Original video: 6 New Claude Features Your Business Needs · Channel: AI Foundations · 35:06 · Watch on YouTube

Topics: AI agents, Enterprise AI applications, Task and workflow automation, Claude, Data, databases and embeddings

Summary

The video demonstrates six Claude features that the creator says can help business owners: interactive dashboards, native documents and slide decks, phone notifications for scheduled tasks, commenting directly on files, redesigned projects with parallel task threads, and account-level memory. Using examples from his YouTube business, he shows how Claude can turn analytics into a shareable dashboard, create and edit planning documents and presentations, and notify him when scheduled work is complete. He also explains how project coordinators can split complex requests into concurrent tasks, while shared project context and memory reduce repeated instructions. The video encourages viewers to try these features as ways to streamline business work.

Key points

Claude can turn uploaded business data, such as YouTube analytics, into interactive dashboards with filters, charts, recommendations, and an optional AI chat interface.
Dashboards can be shared with teammates by email, and invitees can view and interact with the artifact.
Claude’s native document and slide features let users draft, edit, and export work without leaving Claude; documents can include interactive checklists.
The creator demonstrates making an editable production task list using a table in a Claude document.
Scheduled tasks can send completion notifications, including push notifications to the Claude phone app.
Users can highlight content in supported files and leave comments for Claude to make targeted edits.
Claude Projects provide a coordinator and separate threads that can handle different parts of a complex request concurrently.
Project goals, instructions, files, and memory provide context across project threads.
Account-level memory can store preferences and personal details, generate memories from chats, reference past chats, and import memories from other AI providers.

Chapters

Start	Chapter	Summary
00:00	Six Claude features for business	The creator introduces recent Claude updates and previews features for data dashboards, business content, notifications, projects, and memory.
01:01	Interactive dashboards	The creator uses YouTube analytics to demonstrate an interactive dashboard with data visualizations, recommendations, AI chat, and sharing.
08:42	Native documents, slides, and spreadsheets	The video shows how to create and edit documents, presentations, and task tables in Claude, then export them to other formats.
16:31	Scheduled tasks and phone notifications	After a brief promotion, the creator sets up a scheduled AI news check and shows how to receive task-completion notifications on a phone.
22:14	Comment on files for targeted edits	The creator demonstrates highlighting a document section, commenting on it, and asking Claude to make a focused revision.
24:20	Projects and parallel task threads	The video explains project goals and context, then shows a coordinator splitting a video-production request into concurrent threads.
32:33	Account-level memory and wrap-up	The creator reviews memory settings, adding personal details and preferences, importing memories, and concludes the video.

Quotes

turn your numbers into a live dashboard — 00:30

You can put an AI model in here to answer your questions. — 05:08

you can download the Claude app on your phone and you can set up notifications — 17:33

Good way to make surgical changes on all of your files. — 24:20

Having to tell Claude the same things over and over and over again gets super exhausting. — 32:33

Concepts and entities

Claude, Claude Desktop, AI-powered artifacts, scheduled tasks, Claude Projects, coordinator agent, memory, automated C-suite

Full transcript (original language)

00:00 Over the past couple of months, Claude has been shipping new updates like crazy. Seems like almost every week there’s a new update. And if you run your business, you’re probably the project manager, the analyst, the writer, the designer, the strategist. You’re everything and everywhere all of the [music] time, which is probably why you’re watching this video. You want to know, can Claude help me run my business? [music] Well, Claude just picked up some amazing features these past months that kind of went under the radar, and I want to bring them to your attention. It can [music] do things like turn your numbers into a live dashboard, write your proposals, build your pitch

00:30 decks, design your graphics on a canvas you can edit by hand, and keep your [music] projects moving while you’re offline. Now, all of these features shipped in the past couple of months or have been improved in the past couple of months, [music] and most people haven’t even touched them yet. Some people don’t even have access to them yet. So, I do want to show you all of these features that can help [music] you that I believe your business absolutely needs moving into 2027. All right, let’s get into it. All right, number one. This is the one that I think most business owners will use first, and that is dashboards. Every business has numbers sitting somewhere

01:01 that nobody looks at, not even yourself, because turning them into something readable takes way too long. Well, I’m going to show you how Claude dashboards change that, and also some of the amazing things you can do within a dashboard that you can even share with your team. So, I’m in a new Claude chat on Claude desktop, the best spot to work. And what I’m going to do is open up my automated C-suite. This is basically a business folder that has all of the contacts that Claude needs to operate in my business. I’m going to add that folder here to the chat. You don’t need this. I just like adding this because it has so much context for me.

01:32 And then I’m going to say, create an interactive dashboard from this YouTube analytics data. I want to see my channel in a way that tells me what to do next, not just what happened. I then say, show me which videos and topics perform best, how views and watch time have trended over the year, and what the top performers have in common. Let me filter by the date range and sort by different metrics. This is important, and these are features that your team can even use if you share it. Then I say, end with three specific recommendations for what I should make next based on the data. Don’t add anything to my folder. Use my

02:02 brand guide. I want to see this here.” And so, I’m using that as context when it’s just creating the styling of my dashboard. And now I’m going to upload my YouTube analytics because that’s the thing it’s going to create the dashboard around. This was a simple export. You could upload CRM data, Instagram analytics, you could upload sales data, whatever it may be, you can upload that and have it visualized in a way that wasn’t previously possible. And even if it was possible, it didn’t look as good as it does now. So, let me add that file to the chat here. All right, I’ve just uploaded that zip file which contains

02:33 all of my YouTube analytics from the past year. And now I’m going to send this off and hit allow. All right, it got finished working and it ran 19 commands in 15 steps. Pretty crazy, but it created this big channel review here in a nice interactive dashboard. I’m going to hit open and see what it created me. So, this is the dashboard that it created me. It almost looks like a website. I’m going to go full screen in the upper right-hand corner here. Zoom out just a little bit so you can see everything. And here we are. It

03:05 says, “AI Foundations channel review October 10th to October 10th. Six videos carried your year.” This was not a good year for me on YouTube, so this is being brutally honest. It says, “The year in totals 2.9 million views, that much watch time, subscribers gained.” So, it turned all of my dirty analytics, this messy CSV file that nobody could make sense of, into something that looks beautiful, that’s on brand. And I could have told it to change the way it looked in the prompt. I could have done so much, but the keyword I used was interactive dashboard. That’s what was

03:35 created here. And it created this little artifact here that says dashboard. It worked for about 10 or 15 minutes and then created the entire thing for me. Remember, this thing had to analyze my data, it had the import the CSVs, it had to list all my videos, analyze every video, and then create the actual dashboard. Look at all these commands it used in order to create this thing. Pretty insane, right? Well, it had to analyze and create it. So, now we have this and we have a beautiful way to look at my data. One thing I really really

04:05 like about the interactive dashboards is they are truly interactive. So, this graph has every data point for my YouTube channel on a year. Like you can see when I uploaded my full Claude tutorial it went absolutely bananas. It even has its own line right here with the channel average. So, that is very very cool. And it even has these little data points. So, you can create this in whatever way you want. I gave Claude full rein to create the dashboard. I said just do it how you think is best essentially. And it just looked at my

04:36 stats and created what it thought would be a good way to view my channel in a way that I couldn’t previously view it. And it says what the winner’s share, a Claude beginner course is a full start-finish tutorial on one Claude product. So, it shows how my Claude courses outperform views-wise every other course on my channel, how it outperforms all my other non-course videos down here. Gets into where the views came from. Then I can sort by what matters to me. So, it created this entire dashboard where I can literally sort by whatever I want. So, average view duration, click

05:08 rate. I can see which videos got the best click rate percentage. And overall, this is an amazing dashboard. I want to show you one other thing the dashboards can do that I think is sweet. You can put an AI model in here to answer your questions. Watch this. I’m going to reply down here in the chat and I’m going to say, “Hey there Claude, what I want you to do next is I want you to add an AI model this so I can communicate with my data in this file here in this dashboard and I want you to make it in another tab in the dashboard so I can click to chat mode and start interacting live with my

05:38 data with an AI model, maybe with some suggested prompts to help me dive deeper into what I need to do.” And so, what I’m going to do here is add a little chat interface in that dashboard. That’s something cool that this new dashboard feature here adds is you can communicate with Claude in the dashboard, so you don’t have to go in this prompt bar. I’m going to go to my settings real quick, so you can see how that’s actually being used. I’m going to go to capabilities, and then in the visuals tab, you can see AI-powered artifacts. You can build apps and interactive documents that use Claude inside the artifacts. So, I’m actually going to turn that on and make

06:10 sure that’s enabled so that it can work. And then I’ll say, “I just enabled the AI artifacts feature.” And then it will continue working here. All right, here it says, “Hey, do you want to publish this artifact?” Uh uploads the file below from this task to Claude.ai. New artifacts stay private until I share them. And so, I’m going to select publish, and then it recreated this with chat mode. And so, now this is truly interactive. I’ve got dashboard, and then I have chat. This is amazing. So, I

06:41 really want to show you this feature cuz it’s super cool. Not only can you come in here and like change dates and stuff, and it’s really just up-to-date with the data, so I can like completely change it to be exactly how I want. There are so many possibilities, and this is like one prompt. But now, I can select chat, and I can actually communicate and talk to my channel. And so, it’s basically going to be talking to the data that I upload. It says, “What do you want to figure out?” And it gives me suggested prompts: plan, fix, risk. I’m going to say,

07:11 “Which videos got good watch time but low click rate?” That Those look like packaging problems. What should I change on each? It says, “Hey, this is going to use Claude. It’s going to count towards my usage.” I’ll hit continue. And look at it, made a little AI foundations logo right there for the model. It’s currently reading my channel data. And now it feels like I’ve built my custom app in here. It’s using Claude, but look at this. It’s showing me exactly what I’m need to do better. It says, “Seven videos fit at least 20% of the video watched, a click rate under 3.5%.” It

07:41 says, “Here are my guesses. And so right now it’s finding the videos where people when they clicked it watched a lot of it, but not many people clicked it to see if I need a better title and a better thumbnail. But the point of this is to show you how you can almost build like a custom prototype AI app in here or if you just want a better workspace to communicate with certain data points for you and your team, this is pretty sweet. I’m going to try inviting myself to this email. Now what I’ve done is I’ve actually invited myself to that artifact. If you want to you can hit the share button in the upper right-hand

08:11 corner and you can actually invite people by email to use this. So if you want to do invite your team who had Claude accounts, you could invite them. They would get an email that looks something like this and all they would have to do in order to use that thing you just created is hit view invitation. Then you can open the artifact and now they get to view that entire thing you just created. So it’s really easy to share. They can even come in here and ask the chat questions. Hey there, what do you think? And send it off and that model looks like it’s going to work as well. And so

08:42 it’s responding to me on my other account that I’ve shared this to which is very cool. So dashboards are amazing. I recommend that you try them out for your own use cases and not just analytics, but other things as well. You can create dashboards for literally anything. If you want to learn something, do the analytics, whatever it may be, you can create interactive dashboards and they’re much better than they used to be. The second Claude feature that I think every business owner should start implementing is the docs, slides, and spreadsheets that are native to Claude. Now in the past you

09:15 had to work in Claude and you had to take the files to something like Google Docs, edit it, export it, bring it back to Claude or you had to tell Claude, “Hey, change that sentence in that PDF or that file.” And it was very tedious because you either had to prompt to make changes or take it out of Claude to make changes in slides, spreadsheets, and documents, but now it’s all native. And this is a new feature I’m super excited about. And especially as someone who’s always working in Docs, Slides, and Spreadsheets. Let me show you what that looks like. All right, so first we are going to create a document. Claude now

09:46 has native Docs. You can even type in {slash} doc and you’re going to see this command pop up that opens a blank document or adds a brief for Claude to draft one. And so I’m actually going to before this prompt type in {slash} doc and then I hit tab and it entered right here. And so it’s going to create that new document. And if I want to plan a video, of course, I’ve got to add the context of my business. So I’m going to add my business folder once again. It’s going to upload that entire thing and

10:17 hit open. And then I’m going to send this off. I will hit allow. And what you’re going to notice is something is going to pop up on the right-hand side of my screen just like that. And this is basically like Google Docs native to Claude. So not only can you watch Claude do work, but you can edit things as you go. So you don’t have to tell Claude, “Hey, edit the title. Hey, change this one word.” You can edit all the fields and they have multiple fields that you can add. As you can see, they’ve got bullet list, checklist, code blocks, dates, dividers, drop-downs, all the

10:48 headings, numbered lists, and it goes on. And so this is just one of those features that I am in love with is this Docs feature. Like they’ve got a native date picker in here. You can even come up here and change the fonts. You can change the layout. You can see all your document tabs. So if you’re doing any sort of strategy, any sort of content creation, anything at all that involves you working alongside Claude, this is one of those features that I think is great because it all feels so native. And if I want to ever export this, I can just go to the upper right-hand corner,

11:19 hit export, and I can export it to whatever I want. I can send it to Google Docs. I can export it as markdown, PDF, Word. And so I edit it here with Claude. I can come in here and change things. And then I export it when I am ready. Right now it’s planning out an entire video for me live, which is kind of cool. It gives me a little checklist in here, and this is the other thing I really like about this feature is the checklists are pretty cool. So, if you create a plan with Claude now, you can tell it to put it in a doc and give you a checklist, and it’s actually interactive. So, you actually press it and it works. And Claude maintains

11:50 context of that, too. So, you can say like, “Hey, over here in the chat at least.” I could say like, “Help me finish the uncompleted tasks.” I spelled a bunch of stuff wrong here, but and it would go through and it would understand what I’ve completed because it has the document as well and it sees what I’ve checked off. And so, this is pretty cool, right? It created the entire plan for me. Now, let’s say I want to create a slide deck for this. What I can do is use Claude’s native slides. And so, I can type in {slash}

12:22 slides, hit this, and then say, “Now turn that plan into a slide deck I can present while I record. One idea per slide, big text, 10 slides at most.” And so, it can use its native docs feature where you can plan, and you can do everything in here, and then it can use its native slides feature. And so, I’m going to send that off. And remember, there I typed in {slash} slides, and it has that yellow color, and it says make a new slides deck artifact from a brief. And so, that document that we created up here, this is our brief, every business needs a

12:53 Claude design, and now it’s doing another artifact called a Claude slide. And it’s going to work in here, and you can interact with it yet again, and create you a slideshow that you can literally go full screen and present. And so, this works good for marketing campaigns, YouTube videos, reports, anything that you want you can create slides natively. And I just like having native document slides and spreadsheets because I don’t like working in my other tools cuz I’m just going to go to Claude anyway. So, might as well build them out here, and if they need to be formatted for those other tools, I can come back

13:24 here, export, and do it pretty much anywhere. I can connect to any any tool imaginable, right? And even go to more formats and check out everything else. And so, now it’s using my brand guide that was in my AI Foundations folder. That’s probably why you’re wondering, why does this thing look so nice? It’s because it’s actually using my brand guide I have in my automated C-suite. So, it’s creating now a branded slide deck from the doc file that it created. And this is all native to Claude. I’m not having to connect all these tools like Gamma or any of these Google

13:55 Slideshows. Nothing Nothing like that at all. It’s just a native workflow right in Claude. Built me the brief, building me the slide deck. Now I can go through here, hit play, present, and I can just come in here and present as I’m teaching. So, if I were teaching this video, I could put my face down here and say like, “Hey listen, today I’m going to be showing you why every business needs a Claude design system. You’re the designer right now and Claude design fixes that, but only if you do this one thing first that almost nobody does.” And then I could get into the rest of the tutorial, right? And I believe it’s

14:26 even coming with speaker notes. So, it’s creating this whole system here, which is crazy. Like a teleprompter, speaker notes, literally everything I would need for a slide deck. And this is all Claude native now. Honestly, I’m in love with this and the fact that you can crank this out in less than 5 minutes with Claude in this good of styling with all of my design notes and everything I would need in my style using my logos. Amazing. And it’s not just like you wait for Claude, either. You can also go in here and add your own text and do things with it, right? So, if I wanted to add

14:57 my own text, I could. And I could use the text from my theme, which is a font from my business that I like using. I could add it in there and now that’s on the slide. I could add shapes. It’s like a complete slide editor in here. Tables, literally anything you could think of. And so, the way to do this is kind of hacky. It’s kind of weird. I thought they had a native sheets thing that I used to use, but the way that I guess you can do this is typing in {slash} docs once again or {slash} doc. Now make a spreadsheet to track

15:27 production for this video. One row per task from the script to upload with columns for owner, due dates, and status. Put my editor on the editing tasks. His name Well, actually Claude knows his name because I’ve uploaded my business overview document in this uh business folder here. So, it knows everything about my business already. I can send it off. And now it’s opening up Claude Docs once again, and it’s just going to use the table feature in Docs, which is going to make this entire thing look like a spreadsheet that I can actually edit. It gives it

15:59 nice statuses, and it gives me an entire task list that I can come in here and I can actually go in and say like, “Hey, this is in progress. This is done.” Since it knows the editor in here, we’ve got Daniel on step 13 right here, which is sweet. And on step 10 and 11. So, all the rest belong to me. But, this is native spreadsheets. I call this spreadsheets because this is how I use spreadsheets. It’s very on the fly. And just quick things like this where I can see everything in a nice view, Docs, and

16:31 also the native slides. Hey, real quick. If you are a business owner and you want to automate and grow your business using AI, then pay attention for 30 seconds because I’ve built a system I call the automated C-suite. It’s a clear, step-by-step path to getting AI running your business from your very first automation to a full AI executive team running on tools like ChatGPT and Claude. Business owners inside are already turning weeks of work into hours. The inbox, the follow-ups, the content, the reports, all of it running

17:01 on a schedule without them. The people who have taken this training aren’t technical. As Tina, one of our students said, “If you can follow a recipe, >> [snorts] >> you can follow this.” We built this for business owners, not developers. So, if you’re ready to become the one who runs the business with AI instead of drowning in all of the endless tutorials, then check out the first link in the description. It is the clearest path to growing your business with artificial intelligence. All right, back into the video. Now, this next feature is something that I don’t think many people use and it’s one of the most powerful

17:33 features in Claude if used properly and that is phone notifications. So, if you work on your computer, I work on my computer a lot and I’ve got skills and automations running in my business sometimes I like to be notified and it’s difficult because I’m not always at my computer. So, what you can do is you can download the Claude app on your phone and you can set up notifications after something gets completed. And usually it happens after a scheduled task. And so, let me show you how to do that real quick. Let’s say I’m in Claude and I

18:04 want it to alert me during important AI news updates. Since I’m somebody who creates content around AI news sometimes and I just like implementing it in my business so I have the latest and greatest, I want to be notified when something new comes out that is of importance for my business. So, what I want to do is I know I sound like a broken record, but I want to add that folder with all of my business contacts because if I open that thing up, I’ve got my business overview, my priorities, my entire brand, my marketing files for everything that I do in the marketing side of my things. So, I want to open up

18:36 this entire folder and I want to tell Claude, “Hey there Claude, I want you to create a scheduled task for me that alerts me every day if there’s any important AI news that is relevant to my business and more and more specifically the way that I am marketing on YouTube so that we can implement AI news update videos if it’s valid and if it aligns with my product. And so, I can say something like that. Now, don’t really worry about this. I’m just having Claude create a scheduled task for me and then I’m going to show you what that looks like in the background and how you can

19:07 turn phone notifications on. But for now, I’m just I’m just send off this message and create the scheduled task. It’s saying, “I’m going to look through your AI Foundations folder, see what you sell and how you market it, and set up a daily AI news check built around that.” All right, as you can see here, it’s creating a scheduled task, and scheduled tasks are actually in the sidebar right here. So, that’s very convenient, right here in Claude’s chat. And it says, “Daily AI news check for Drake AI Foundations YouTube channel. Goal: Tell Drake whether anything in AI from the last 24 hours is important to his business and worth turning into an AI news update video that fits his product.

19:39 Most days, the honest answer is no video today, and that is a good outcome. The business folder is on Drake’s computer at” and then it shows me where everything is at, and then it gets into the step-by-step workflow for what Claude is going to do every single day on a schedule, whether I’m there or not. And then it just has this nice little button right here where it says, “Would you like to schedule this?” I will say schedule, and it says, “Boom, each morning it runs.” And so, it created that scheduled task for me. This was just some preliminary work. I just want to show you what that looks like in scheduled tasks. So, if I go to scheduled tasks, I can go here, and it

20:11 says, “Daily AI news video check.” I can click into there, and it says, “This is active, requires this computer to be on.” I’ll show you how to circumvent that if you want to, but what I want to do is I want to edit this now. And then I want to scroll down when I’m editing the scheduled task to the advanced settings. And so, I’m going to hit this drop-down. As you can see, there’s a section here that says, “Notify me when this task finishes.” Claude will send you a one-line summary when each run completes, only when there’s something worth telling you for tasks that watch

20:42 for a condition. And so, you can have this email you, send a message to you on Slack. I like the push notification because I’m always mobile, and sometimes if I’ve got skills running for me that are doing something with my customers, like customer support, I want to know when that stuff happens when I’m on the go, not when I’m just sitting down. So, this is good. A lot of the time this is turned off for people, but I think this is a very important, relatively new feature that people often miss. And so, I’m going to ensure that that is on. And

21:12 maybe this has been around for a while, but I don’t see many people use this regardless. And so, this is a new feature for a lot of people when they come in and they see that this is possible. Now, you do need to make sure Claude is like up-to-date, that you’re signed into the same account on your phone, and all of that jazz before you do all of this. And so, what I’m going to do to show you this is I’m going to run this manually real quick. I’m going to select run now, and then I’m going to wait for this thing to finish and show you the notification on my phone. So, it’s running right now. I’m just going to back out of that. Now, we can wait

21:43 for that daily AI news check to come across my phone. It’s currently running and checking right now. And as you can see, it just updated me. It says, “Quiet day, nothing worth a video daily AI news video check.” And when I click into that, it actually takes me to the chat thread that was running our scheduled task. So, I can scroll up on that, and you can see that entire template prompt that was sent off from that scheduled task. And that can happen on a schedule. That’s why it’s called a scheduled task. I just ran it

22:14 manually. But, it notifies me, gives me a quick look. It just said, “Hey, nothing nothing new.” So, I didn’t even have to click on that notification. But, that is the idea of notifications. Now, the next Claude feature I think every business owner needs is the ability to comment and edit certain files by highlighting them. Might sound weird, but this is a an efficiency thing. Whenever you’re prompted in Claude and you’ve got to go to the prompt bar and explain what you wanted to change, that is just more time wasted. Claude added a comments on files feature where you can

22:46 highlight specific things, send Claude a comment, and it will change that direct thing in its file. Let me show you on the doc that we created earlier. So, remember we created this slideshow, we created the doc around my video using that new feature in Claude. The next feature though that I want to show you is the ability to highlight certain things and not just in this doc file either. You can do this in all files and then edit it with Claude because you can add a comment here. As you can see, I can go in here and I can add a comment and I don’t have to send it to Claude yet but I could go in here and I could

23:18 add a comment and say like maybe I’ll actually find something to comment on. Maybe I could just say I don’t really think this section is necessary or something. I could comment and this is the new feature is you can send comments to Claude and I can say something like don’t think this is necessary. Remove or replace with something more relevant and now it truly feels like I’m working with Claude here. So I added that comment by hitting send. I can see it in here. Can even add emojis. If you have a team, you can use this as like a

23:50 productivity tool with your team. Maybe if you want to send it to Claude, you can also do that too. I could just say like check my comments and make the changes. But if you have multiple comments you want to send, you can highlight things, hit the comment button, uncheck send to Claude so it doesn’t edit that right say something like that. Like check my comments and make the changes and then it will do that right there and it’s rewriting it live in front of our face. Just the section that we told it to edit. Good way to make surgical changes on all of

24:20 your files. You can do this on PDFs I believe, markdown native Claude docs and so definitely use this because it helps efficiency. It helps you actually read things and stay on track as well. So you’re not constantly going to the prompt bar being like, “Hey Claude, that section under the table where you said” and then you’re just wasting a bunch of time. So use that highlight comment feature. Feature number five that every business needs is Claude’s new project feature. Now Claude has always had

24:51 projects but they just revamped it and the new Claude projects is going to be one of the main ways that I am working now. Let me show you what they look like. Like I said, Claude has always had projects, but if you open up your sidebar and you hit projects now, they look a lot different and they operate much better. And so, if I hit this YouTube success project, what you’re going to see is just a normal chat thread, right? But if I hit overview, that’s when things start to get a little crazy. So, Claude is working in this new environment where it has a coordinator

25:21 agent over on the left. This is where you type in all of your prompts, and then it has threads on the right. And threads are different agents working for you. So, I created this one thread for YouTube success, and I told it to, “Hey, create me a monthly analytics dashboard, next 4 weeks’ worth of videos, and tell me what’s working on the channel.” And from this one prompt right here, it completed multiple tasks at the same time. And so, these projects are these containers that contain all of your files. So, I mapped in all of my YouTube

25:52 strategy documents that and notes that I’ve taken on from courses that I’ve watched. I’ve given it a clear goal. I’ve given it instructions. If I open up project settings, you can see that you can add a goal, you can choose your models for the coordinator, you can add a bunch of different memory in here. It’s pretty amazing. So, let me just take it it from the beginning just so I can show you what this looks like. If I hit new project, you can give it a name, and so I could call this new project example. And then, yeah, you can give an

26:22 icon, which is kind of cool, change your color. And then you have a goal. This is like the North Star of the project that you want to be completing. So, this can be an ongoing goal, or it can be a goal with a fixed deadline. Either one works, and that’s what I love about it. Right now, I have two ongoing projects, YouTube success, so creating YouTube videos like this, and then weekly newsletters, which is creating newsletters once a week where I can get things done. So, both of those are ongoing goals, but you can also do a fixed goal, like finalize the quarter

26:52 three launch plan, or launch my marketing campaign, launch my new ad set, whatever it may be. And so, with all of that in mind, knowing that a project needs a goal, it needs context, if we jump back into my YouTube success project, we’ve got all of my context for creating good YouTube videos. If we go in my settings, you can see I have a goal in here, so that Claude is hyper-focused on this one part of my business. Not my department of my business, but one aspect of a department in my business. So, keep the AI

27:23 Foundations YouTube channel publishing multiple long-form videos every week by handling all of this stuff. So, Drake’s time goes to filming. This is its main objective. We have a bunch of other things in here, like memory, instructions. If you want a full video on this, I’ll leave it in the upper right-hand corner. You can go and check it out. And I made this for business owners, a four-step system for using Claude projects in order to run your business. And furthermore, I’ve got another full tutorial I mentioned in that video, so make sure you check both of those out if you’re interested in

27:54 this feature here. But, I’ll just send off an example task so you can see how it works. So, remember, over here is just my coordinator agent on left. Over here are the threads and the tasks that are waiting on me, the tasks that are idle, and also the tasks that are resolved already. And I can see my analytics right here, how many threads I have on certain days. So, I’m going to give my coordinator a task, and I want you to see how this works, because it’s different than just the normal Claude model. I said this, “I’m making a video next week about” and then I give my topic. “I need four things, and they’re

28:25 completely different kinds of work. Number one, dig through my YouTube analytics and find which one of my past videos on this kind of topic did best and why. Search the web for what other channels have published on this topic in the last month and what performed. Write the full outline for the video and write the hook and each main point. Build a slide deck I can present while I record. Run each one as its own thread at the same time, and tell me when they’re all done.” And so, I’m giving it a lot of tasks here. I can upload my YouTube analytics. Unless it already has them, I can actually go check my library real quick and see if it has my analytics. I

28:56 think it does in its analysis and in its notes here. Have my channel findings. So, there we go. All good to go. I don’t even need to upload them cuz I uploaded them previously. And so, now I can just send off this prompt and I want you to watch how this thing works. I’m going to open up my threads right here. And it says, “Splitting the claw design video into four threads that run at the same time.” And so, on the right, you’re going to notice things are going to start populating here. These are going to be jobs that are all working at the same time. So, we have two different threads working right now because these tasks are different. Coordinator model

29:26 can decide, “Hey, what instructions do I need to give this thread? What instructions do I need to give this thread?” And it can go through like that. And not only are threads split up into separate little chat sessions that you can click into in this new projects feature, but also, we have subtasks that are being completed within each task, which is very neat. And it’s a very cool way that these projects are working. This one is kind of waiting, I think, on all of this stuff. But if I just click into like claw design slide deck, you can see it’s currently just reading all of my business overview, my brand

29:58 documents that I’ve uploaded, and everything that I’ve prepared for AI models. And it’s just starting to create everything for us. So, I can go to the past videos on this topic. Now, it’s pulling my past claw tutorial in this thread. And this is a completely different thread with its own context and its own little session history. And so, you can start to see the tasks get completed above my head. This one’s three of five. This one’s three of four. Two of five. The video outline needs everything, so it’s zero of four. Now, we have one idle task right here. It’s just waiting on our outline file to

30:28 build the slides. And one cool thing about Claude projects is all of them share this memory right here. And so, there’s something called auto memory. And this is notes that Claude will write itself before every project or after every project rather, and it will send it to each of these threads every single time. So, memory stays account level, and same with project instructions. Those get injected in every new thread. But, you can start to see your tasks get resolved over here. So, these two have been resolved.

30:59 It’s completed past videos markdown file, competitors markdown file. The design deck is still waiting on the outline, and the outline is still running. And so, it surely feels like you have like a workforce when use these projects. It’s insane. Now, the design video outline is finished. I can click into here and see what this thread worked on. It says it’s resolved, but if I ever want to reopen it to chat with it, I can. And so, now it’s open again. I can click into this document that it created for me. I can edit it over here on the right in this new project UI, and

31:30 it gives me my entire outline, which the slide deck is being created from. If I ever want to resolve the thread in the upper right-hand corner, I can just resolve it. But, I’m going to click into this working thread here to check how it’s doing. It’s kind of this crafting in the background, but it’s nice to see this to-do list. All right, and take a look at this. It says, “Built 18 slides from the outline, published the deck. Nothing needed to do from recording, except filling in the gaps in the outline. The deck is done.” And so, now I can click into the deck, and I can view the entire slide deck that it created me in some nice styled branding.

32:02 So, I could go through here. I could edit this, but this is almost ready to film. Claude is getting super good at building these slide decks. It’s amazing. But, my point in showing you this was how do threads and projects work? Basically, you have your coordinator agent. You can set off a load of tasks to it, and then it just tells you if it needs anything from you. You can go in there and answer your questions in the thread, but otherwise, it just completes all the work for you. As you can see, all these things are resolved here. Very nice. Now, the last feature I want to show you is something that has been around for a long time, but they’ve recently updated it, and I

32:33 think it’s important to get in there and start using it because it makes all of these other features I just showed you much more powerful. And feature number six is memory. You might be thinking, Drake, we just went over memory in the projects thing. No, I’m talking account level memory. Having to tell Claude the same things over and over and over again gets super exhausting. So, there are a couple ways around that. I create a huge folder with all my documents and all that. That’s great. But, the quick little things that are just personal across every conversation about life and

33:04 business, I use memory for. So, if you open up your sidebar, go down to your settings, and then hit settings, what you can do is you can go to your memory tab. And memory has been kind of reimagined recently. And so, they added this thing which I thought was very interesting. Include sensitive topics in memory. Allow Claude to save details about sensitive topics like health conditions or religious beliefs. And so, you can turn that on or off. I’ve got mine off right now on this account. You can generate memories from chats, which allows Claude to generate memories from your normal chats. And then you can

33:34 search and reference chats. Allow Claude to search for relevant details in past chats. The cool thing I like about memory is you can come in here and you can just start adding in things in from a prompt bar in your settings. Like, that’s amazing. So, I could just say like, my cat’s name is Bobo. And send it off, and it’s adding Bobo to my memory. So, now people, Bobo, user’s cat name, Bobo, just like that. And so, you can come in here and start really getting the facts down about your life so that when Claude is giving you guidance, it can use those things as examples. And it

34:05 just knows some things about you. Now, sometimes you don’t want to go throw your whole life in there. That’s a little weird. But, you can also do this thing, import memory from other AI providers. And so, you can hit start import, and it gives you a prompt to extract all of your memories from things like ChatGPT, and then you can paste in the result here. Copy and paste prompt, which is kind of nice. You could add birthday reminders in here. You could say things like, “Hey, I like it when you’re concise in your answers.” Things that are actually useful, rather than rambling on. I hate paragraphs. I hate emojis. You can do all of your preferences in here just really quick

34:35 and you can add it like that. So, they recently updated memory to be a little bit more powerful and I recommend you get in there because this is a count level things that span across your projects, your chats, your scheduled tasks, literally everything. That’s all I have for this video. I hope you enjoyed. If you did, please drop a like and subscribe. I would highly appreciate it. If you want to automate and grow your business using AI, check out that first link in the description because that is where serious business owners are going to do so. It’s our full training and we walk you step-by-step how to build out your own automated

35:06 C-suite and it feels like you truly have people in C-suite positions working for you. So, if that sounds like something you would like and something you want to dive further on rather than watching a bunch of scattered all around free YouTube tutorials, then definitely check it out. But, with that being said, I hope you enjoyed and I’ll see you in the next video.