Claude Quick Setup

What You'll Need:

  • Email address
  • Web browser
  • Credit card (for paid plans - optional)

Step-by-Step Implementation:

  1. Visit claude.ai and click "Sign Up"
  2. Create account using email or single sign-on
  3. Start a new conversation by typing in the input field
  4. Upload a document (PDF, Word, etc.) by clicking the paperclip icon to test document analysis
  5. 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?