Traceable research in Cowork

How to use Claude Cowork for traceable and validated research?

  • Claude
  • Claude Cowork

1250 € per session, excl. VAT

In short

This training is for professionals seeking precise AI usage. Participants learn to use Claude Cowork to select sources, verify permissions, and retrieve elements, creating a connected research and synthesis workflow with validation. The benefit is an optimization of internal documentation processes, ensuring better information traceability and increased reliability.

Why this training?

The problem
Teams struggle to trace and validate information derived from their documentary research.
What it costs today
Errors occur in the use of sources, decisions are made on fragile foundations, and reworks are frequent.
Why this skill
This skill is necessary to organize and validate information research to make its content reliable.
What you gain
The participant and the company gain in the reliability of information used and in autonomy in data validation.

Objectives of this training

  • Select authorized and relevant information sources.
  • Verify data access permissions for appropriate use.
  • Accurately retrieve specific elements related to a project.
  • Produce a documented synthesis supported by identified references.
  • Compare the syntheses obtained with the original sources.
  • Prepare rules for the approval of future actions.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Documentary researchers
  • Compliance officers
  • Data analysts
  • Project evaluators
  • Technical writers

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Knowledge of the company's documentation requirements
  • Familiarity with internal and external information sources
  • Understanding of project business objectives
  • Ability to formulate clear research questions
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • A computer per participant with internet access.
  • The necessary accounts and licenses for Claude Cowork.
  • A business case to work on, based on fictional or anonymized data.

What you will work on

  1. Map sources

    This block allows distinguishing authorized sources and understanding different levels of information access.

  2. Connect data

    This block allows checking available permissions and defining the scope of research work.

  3. Execute research

    This block allows efficiently retrieving relevant elements and generating a synthesis with its references.

  4. Validate results

    This block allows comparing syntheses with sources and preparing a framework for future validations.

What you take away

  • A connected research and synthesis workflow with validation points.
  • An action plan for applying the learnings.

Method and assessment

  • Demonstrations with explanations using a concrete case
  • Guided exercises followed by application to your role
  • Peer review of results and source verification
  • An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A connected retrieval and synthesis workflow with review checkpoints). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete benefit will my team gain from this approach?

Your team will be able to conduct information research in a more structured and consistent manner. This will lead to decisions based on data whose origin and veracity are established, thus promoting efficient collaboration and reducing the risk of errors.

Who should attend this training and what prior knowledge is useful?

Professionals who need to research, synthesize, and validate information in their work are good candidates. Knowledge of the organization's documentary processes and the types of information it handles will be beneficial.

What types of data or documents will be used and how are they protected?

The training uses fictitious or anonymized data for practical exercises. Participants can bring a non-sensitive business case for concrete application, ensuring no confidential information is exposed.

What type of exercise will be carried out on a practical case?

A real or fictitious practical case will be used to implement the steps of the research and synthesis workflow. Participants will apply source selection, permission verification, element search, and synthesis production.

What are the limitations of the tool and who is responsible for the final validation of the result?

The Claude Cowork tool helps structure research and synthesis, but critical interpretation and final information validation remain the user's responsibility. The subject matter expert makes the final decision on approving actions based on the results.

How can the training adapt to our industry or specific cases?

The training is designed to be modular, allowing for examples and discussions to be adapted to your organization's specific use cases. We can customize exercises based on the documentation needs or project types specific to your field.

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