What You'll Need:
- Email address
- Web browser
- Credit card (for paid plans - optional)
Step-by-Step Implementation:
- Visit claude.ai and click "Sign Up"
- Create account using email or single sign-on
- Start a new conversation by typing in the input field
- Upload a document (PDF, Word, etc.) by clicking the paperclip icon to test document analysis
- Try these starter prompts with a document:
- "Summarize the key points of this document"
- "Extract all action items and deadlines from this report"
- "Identify potential risks mentioned in this proposal"
Integration with Workflow:
- Save responses in your knowledge management system
- Export conversations for documentation
- Use for document analysis of contracts, reports, and proposals
Verification Check:
✓ Can you upload and analyze documents?
✓ Are summaries accurate and helpful?
✓ Can you continue conversations with follow-up questions?