# Claude one-page setup guide

Last refreshed: 10 June 2026

## Best fit

Claude is useful for careful writing, long-document review, policies, instructions, structured thinking and collaborative drafting.

## First-week setup

1. Confirm account and workspace data rules before uploading business material.
2. Use Projects where available for repeat workflows, shared context and reusable instructions.
3. Use Artifacts where available when the output is a substantial draft, table, page, tool or document.
4. Give explicit constraints: audience, tone, length, source boundaries and what not to do.
5. Ask for a short rationale or risk check where the answer affects customers or operations.

## Good first uses

- Review a policy and explain what changed in plain English.
- Turn a rough process into a clear operating guide.
- Draft a customer-facing answer from internal notes.
- Compare several documents and highlight decisions, risks and missing evidence.

## Watch-outs

- Long context does not remove the need to check facts.
- Project knowledge needs pruning; stale files can mislead outputs.
- Vague requests often produce polished but generic answers.
- Avoid using it as the final authority on legal, financial or compliance issues.

## Official references

- Claude support: https://support.anthropic.com/
- Claude Projects help: https://support.anthropic.com/en/articles/9517075-what-are-projects
- Claude Artifacts help: https://support.anthropic.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them

## Practical first prompt

Review the source material below and turn it into a practical operating guide. Use short sections, plain English, clear do and do-not points, and flag any missing decisions.