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Set Up Claude Cowork Properly

A fill-in-the-blanks setup for giving Claude Cowork a memory and a folder system it actually follows.

Cowork forgets everything between sessions unless you tell it where to look and where it's allowed to write. Most people never do, so every task starts from zero: Claude guesses which folder something belongs in, asks the same questions twice, and occasionally writes over something it shouldn't.

This pack fixes that. Fill in the blanks below once, paste the result into Cowork's Global Instructions, and every session starts already knowing your folder system and your rules.

How it works

Your Global Instructions have three jobs:

  1. Tell Cowork what to read before it starts, so it has context instead of guessing.
  2. Tell it exactly where it's allowed to write, so nothing lands in the wrong folder or gets overwritten.
  3. Set your naming and hard rules, so it stops asking questions you've already answered.

Fill in the fields below. As you type, your finished instructions build in the code block below. Then copy them into Cowork's settings. You only do this once.

Fill in your details

Used in the "don't delete without asking" rule below.
Only needed if Cowork's connected folder sits inside other project folders, like Adrian's does. Leave blank if Cowork points straight at a dedicated folder for this system.
Your read-only folders
Claude reads these, never writes to them.
Your identity, voice, and house rules.
One line describing what belongs here.
A second reference folder, e.g. brand assets, design guides, style libraries. Leave blank if you don't need one.
One line describing what belongs here.
Your write folders
The only places Claude delivers work.
If you organise work by project, Claude writes straight into the matching project subfolder instead of one catch-all. Leave blank if you don't.
One line describing what belongs here.
Where Claude writes when there's no clear project or subfolder to use instead.
One line describing what belongs here.
Where superseded files get moved. Leave blank if you don't use one.
One line describing what belongs here.
The format for markdown files Claude produces.
For PDF, Word, Excel, or anything that could reach a client. Leave blank to drop this line entirely.
One rule per line. Added under Operating Rules below.

Your Global Instructions

Anything still in [brackets] hasn't been filled in yet. Fill it, or delete it before you paste.

CLAUDE COWORK · GLOBAL INSTRUCTIONS

  

How to load it

In Cowork's settings

Go to Settings, then Cowork, then click Edit next to Global Instructions. Paste the block above in as one block, then Save. It now applies to every Cowork session, every project, and every scheduled task.

Then build the folders

Inside whatever folder you connect to Cowork, create the folders you named above, exactly as you named them. Drop your identity notes and house rules into the read-only ones. Leave the write folders empty, that's Cowork's job.

How Claude Cowork reads and writes your folders A diagram showing two read-only folders, About Me and Brand and Design, feeding into Claude Cowork, which reads and writes freely in Projects, Archive, and Outputs. How Claude Cowork reads and writes your folders Set once in Global Instructions. Followed in every session. READ-ONLY Claude reads these. Never writes here. READ-WRITE Claude reads and writes here. ABOUT ME Identity, voice, and house rules BRAND AND DESIGN Brand assets, design guides, and style rules CLAUDE COWORK PROJECTS Briefs, references, and finished work ARCHIVE Superseded files, moved out of the way CLAUDE OUTPUTS Catch-all for finished work About Me and Brand and Design are read-only. Claude reads and writes freely in Projects, Archive, and Outputs. linked.coach · Set Up Claude Cowork Properly
Where the Claude Cowork folders live and nest on your computer A directory tree starting at My Documents, containing a Claude Cowork folder, which contains About Me, Brand and Design, Projects (with example client subfolders), Archive, and Claude Outputs. Where these folders live and nest Build it exactly like this inside your connected folder. My Documents - just "Documents" on a Mac CLAUDE COWORK - the folder you connect ABOUT ME read-only BRAND AND DESIGN read-only PROJECTS read-write Client / Project A Client / Project B One subfolder per client or project ARCHIVE read-write CLAUDE OUTPUTS read-write Read-only Read-write Example subfolder - add as many as you need linked.coach · Set Up Claude Cowork Properly

Four things people get wrong

  1. They never grant Claude read and write permissions for the connected folder. That's set in your computer's settings, not Cowork's. Skip it and Cowork can't see or touch the folders you just told it to use, no matter how good the instructions are.
  2. They paste the instructions but never build the folders. Cowork reads what you tell it to read. If the folder's empty or doesn't exist, there's nothing to find.
  3. They stop at one read folder and one write folder. That's a fine starting point, but if you organise work by project, let Claude write straight into project subfolders instead of dumping everything into one catch-all.
  4. They never test it. Start a fresh session, hand it a real task, and check it actually reads the right folder and writes to the right one before you trust it with anything that matters.

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