ScoutTracker™

The ScoutTracker field guide

Claude as your
Chief of Staff

You may already ask Claude to plan your day, get ready for a meeting, or write a follow-up. That’s a great start. Learn how to turn that help into simple habits that save you time.

10 lessonsAbout 60 minutes, plus practiceNo new habits from scratch
Start the course

Complete all 10 lessons to earn your AI Chief of Staff Navigator certificate.

01 · Start here

  1. 01

    Connect Claude, your email, and ScoutTracker

    Set up Claude step by step. Connect your email account and ScoutTracker, then check that both work.

    12 min read

  2. 02

    Tell Claude what matters to you

    Give Claude a short guide to your work so it can offer better help.

    5 min read

  3. 03

    Decide what Claude can do

    Set clear rules for drafts, changes, and actions that need your approval.

    5 min read

02 · Save the next step

  1. 04

    Stay in touch with Claude

    Claude does not watch your tasks in the background. Learn when to check in and what to ask for.

    5 min read

  2. 05

    Find tasks hiding in your chats

    Catch the promises and next steps you mention while talking things through.

    6 min read

03 · Plan your day

  1. 06

    Start your day with a short briefing

    Turn your task list into a plan you can actually finish.

    5 min read

  2. 07

    Follow up without chasing all day

    Know when it is your turn to act and when you are waiting on someone else.

    5 min read

  3. 08

    Make meetings lead to next steps

    Prepare before the meeting and save clear tasks afterward.

    6 min read

04 · Keep the habit

  1. 09

    Keep your tasks—and Claude—up to date

    Use clear notes and statuses so you and Claude work from the same facts.

    5 min read

  2. 10

    Build a simple weekly routine

    Keep the system useful with a short review of what matters next.

    6 min read