Set up once, use often.
You have a great prompt, but you retype it and re-paste the same documents every time. Make a Project that remembers your documents and how you work.
Create the Project
Example: Quotes & Proposals.
Add your documents
Your price list, company profile, and 2 to 3 past proposals that won.
Set project instructions
Paste this and fill in the brackets.
Paste 5 lines, get a quote
Each new request: open the Project and paste the client's needs.
| Item | Qty | Total |
|---|---|---|
| Laptop setup | 3 | … |
| 1-yr support | 1 | … |
Two more tools to know
Skills: instructions Claude uses automatically when a matching task comes up, like your report format.
Connectors: link Claude to tools like Google Drive, Gmail or Calendar so you stop copy-pasting. Connect only what you need, and follow company policy.
A quote that used to take an hour becomes: open the Project, paste 5 lines, check, send.
Recalculate every total before it goes to a client.
Path complete 🐾
You did it.
Start with one Project for the task that eats the most time this week. Want help setting it up for your team? The free 20-min AI audit opens 29 Nov 2026.
Back to all paths →Claude screens are illustrations. The app may look slightly different.