Cowork Quick Reference · The Workflow Vault

Your agents at a glance

Five agents, five jobs

Every agent you set up across the Vault, in one place. They all live in your Module 3 Cowork folder. Set them up once, then trigger each with a phrase.

Agent

What it does

Say this

Daily PlannerModule 3

Turns a brain dump into today's plan and gives you one next action at a time.

plan my day, then paste your dump

Deep Work / FocusModule 3

Protects a focus session, watches for fatigue, and prompts you to log output.

start a focus session

Life AdminModule 3

Surfaces the next 48 hours and hands you one quick win when you have a gap.

what's coming up?

ClarityModule 4

A voice dump plus your calendar become a sorted, scheduled one-page day in OUTPUTS/daily/.

run my morning clarity

Weekly ReviewModule 5

Gathers the week, drafts your review, and plans next week into OUTPUTS/weekly/.

run my weekly review

The loop: Weekly Review plans the week, Clarity turns each morning into a day, and the daily files it writes feed the next Weekly Review. Daily Planner, Deep Work, and Life Admin run alongside as ongoing helpers.

Want any of these to run on a cadence? Type /schedule in Cowork to set a task to run daily or weekly (your computer needs to be awake with the Claude app open when it fires).

Folder structure

How your Cowork folder is laid out

Workflow Vault Cowork/ ├── ABOUT ME/ ← read before every task │ ├── about-me.md who you are, how you think │ ├── writing-style.md how to write, what to avoid │ └── my-life.md roles, constraints, goals ├── OUTPUTS/ ← deliverables, by task subfolder └── TEMPLATES/ ← reusable prompts & agent files

Global instructions

Paste into Settings → Cowork → Edit Global Instructions

Before every task, read every file in ABOUT ME/:
- about-me.md: who I am, how I think, what I need
- writing-style.md: how I want you to write, what to avoid
- my-life.md: my roles, my constraints, what I'm working toward

Never read OUTPUTS/ or TEMPLATES/ unless I point you to a specific file.
Save all deliverables in OUTPUTS/ under a subfolder named after the task or project.
If the brief is unclear, ask me questions before starting. Don't fill gaps with filler.

You can also update these later without leaving chat: say "Update my global instructions to add: ..." and Claude saves it.

Token-saving cheat sheet

Six rules to keep it lean

1 · Lean files

Keep all ABOUT ME files under ~6,000 tokens total.

2 · Restart, don't pile on

Restart the conversation instead of stacking follow-ups.

3 · Fresh session

Start a new session every ~20 messages.

4 · Batch

Put multiple tasks into one message.

5 · Right model

Sonnet for simple tasks, Opus for deep work.

6 · Spread out

Spread sessions across the day when you can.

Model selector

Which model, when

Haiku

Quick tasks, reminders, quick rewrites, simple lookups, formatting. Fast and cheap.

Sonnet

Drafts & comms, emails, messages, first drafts, planning, everyday agent work.

Opus

Deep work, hard reasoning, big planning, anything where quality really matters.

Decision rule

Restart vs. new session

Restart the conversation when the current thread got messy, you went down a wrong path, or context is bloated, but you're still on the same task.

Start a new session when you switch to a different task or project, or after ~20 messages, even on the same task, to keep it fast and cheap.

Templates

Download all context-file templates

All 15 starter .md files (ABOUT ME + all five agents) in one ZIP. Unfilled, ready to drop into your Cowork folder and complete.