Your Starter Guide

You Downloaded the Claude Desktop App — Now Do These 3 Things

The browser is fine for quick questions. The desktop app is where Claude becomes an actual coworker.

💻 Requires Pro ($20/mo) or Max ($100/mo) — Download at claude.ai/download

Why the Desktop App Is a Different Experience

The Claude browser version (claude.ai) is a chat interface — you type, Claude responds, and that's about it. The desktop app unlocks a completely different set of capabilities that don't exist in the browser.

Here's what lives exclusively in the desktop app:

Cowork — a separate tab where Claude works as an autonomous agent. You give it a task and access to a folder on your computer, and it works through it step by step — reading, creating, and editing real files on your machine while you do something else. This is not a chat feature. It's a task delegation system.
Scheduled tasks — you can set Claude to run specific tasks automatically on a recurring schedule (daily, weekly, monthly). Your morning briefing, your weekly file cleanup, your end-of-day email summary — all handled without you lifting a finger.
Skills, Connectors & Plugins — all managed in one place. Connectors link Claude to apps like Gmail, Slack, Google Drive, Google Calendar, and Notion. Skills are reusable instructions you save so Claude knows exactly how to handle specific tasks. Plugins bundle skills, connectors, and tools together for specific roles (marketing, finance, legal, etc.).
Dispatch — a feature that connects your phone to your desktop so you can send Claude tasks while you're out. Claude runs the task on your computer and you come back to finished work.
Important
Your computer needs to stay awake and the Claude Desktop app needs to stay open for Cowork and scheduled tasks to run. If your laptop goes to sleep, Claude pauses. Adjust your power/sleep settings before you start relying on it.

The 3 Things to Do Right After You Download It

01
Connect Your Tools So Claude Can Actually Help
Before you ask Claude to do anything in Cowork, take 5 minutes to connect the apps you already use. Otherwise, Claude can only work with files on your computer — and it's way more powerful when it can also search your email, check your calendar, and pull files from Google Drive.
1
Open the Claude Desktop app and click "Customize" in the left sidebar.
2
Click "Connectors" to see all available app integrations. You'll see options like Gmail, Google Drive, Google Calendar, Slack, Notion, and more.
3
Click on any app to connect it. It'll ask you to sign in and grant permissions — this is just giving Claude read access (and optionally write access) to that app.
4
While you're in Customize, check out "Plugins" too. These are pre-built bundles that set up Claude for specific roles — there are plugins for marketing, finance, legal, and more. Installing one is a single click and it configures skills and connectors for you.
Start With These
If you're not sure which connectors to set up first: start with your email (Gmail or Outlook), your calendar, and your file storage (Google Drive or OneDrive). Those three alone cover most of the tasks you'd want to delegate.
02
Open Cowork and Give Claude Your First Real Task
Cowork is the feature that makes the desktop app worth downloading. It's a separate tab from Chat — when you switch to it, Claude goes from "chatbot that answers questions" to "autonomous agent that works through tasks on your computer." The best way to understand it is to try it right now with something real.
1
Click the "Cowork" tab at the top of the app (next to "Chat").
2
Click "+ New task" in the upper left.
3
When Claude asks for folder access, point it at a folder you actually work in — like your Documents folder, a project folder, or your Downloads folder. Claude can only see and work with the folders you explicitly give it permission to access.
4
Give it a real task and let it run. Watch Claude build a plan, work through each step, and deliver the result.
Try This as Your First Cowork Task
"Go through my Downloads folder. Sort everything into subfolders by file type — PDFs in one folder, images in another, spreadsheets in another, and everything else in a 'Misc' folder. For anything older than 60 days that isn't in a subfolder already, move it to a folder called 'Archive - [today's date]'. When you're done, give me a summary of what you moved and how many files are in each folder."
What You'll Notice
Claude will show you its plan before it starts, and it'll ask for your approval before deleting anything. You can watch it work in real time, jump in to redirect it, or just walk away and come back when it's done. That "walk away" part is the key difference from chat — Cowork runs autonomously.
Or Try This If You Connected Gmail
"Go through my emails from the last 7 days. Categorize them into three groups: urgent (needs a response today), needs reply (but not urgent), and FYI only (no action needed). For each email, list the sender, subject line, which category it falls in, and a one-line summary. For anything in the 'urgent' category, draft a short reply I can review — save the drafts, don't send them. Put all of this in a document called 'email-triage.md' and save it to my Desktop."
03
Schedule One Recurring Task So Claude Works for You Every Week
This is where it gets good. Instead of opening Cowork and manually giving Claude a task every time, you can schedule tasks to run automatically — daily, weekly, or monthly. You set it up once, and Claude handles it on the schedule you define, as long as your computer is awake and the app is open.
1
Open Cowork and start a new task (or use an existing one).
2
Type /schedule in the message box. This launches a special skill that helps you create a scheduled task.
3
Tell Claude what the task is, how often you want it to run, and any specific instructions. Claude will confirm the details and ask you to approve it.
4
Once scheduled, you can view and manage all your recurring tasks by clicking "Scheduled" in the left sidebar.
Great First Scheduled Task — Weekly Prep
"Every Monday at 8am, I want you to do the following:

1. Check my Google Calendar for all meetings this week. For each one, list the time, who's attending, and what it's about.
2. Check my Gmail for any unread emails from the last 3 days that I haven't responded to. List them with the sender, subject, and a one-line summary.
3. Put all of this into a clean document called 'Weekly Briefing - [this week's date range]' and save it to my Desktop.

I want this ready before I sit down at my desk on Monday morning."
Another Good One — Friday File Cleanup
"Every Friday at 4pm, go through my Downloads folder and my Desktop. Move any files that have been sitting there for more than 7 days into an organized archive folder — sorted by type (documents, images, spreadsheets, other). Delete any duplicate files. Give me a quick summary of what you cleaned up and save it as 'cleanup-log-[date].md' on my Desktop."
Keep In Mind
Scheduled tasks only run if your computer is awake and the Claude Desktop app is open at the time the task is supposed to run. If your laptop is closed at 8am Monday, your weekly briefing won't generate until you open it. A quick fix: adjust your computer's sleep settings so it stays awake during your scheduled task times.

Once You're Comfortable, Try These Next

Set up Dispatch — connect your phone to your desktop so you can send Claude tasks while you're away from your computer. Open the Cowork tab, click "Dispatch" in the sidebar, and scan the QR code with the Claude mobile app. Now you can text Claude a task from anywhere and come back to finished work.

Create a Project in Cowork — instead of running all your tasks in one thread, create separate Projects for different areas of your work (one for marketing, one for client work, one for admin). Each Project has its own files, context, and scheduled tasks, so Claude doesn't mix up your work across different areas.

Build your first Skill — if there's a task you do regularly with specific instructions every time (like formatting a client report a certain way), save it as a Skill. Go to Customize → Skills. Once it's saved, you can trigger it with one sentence instead of re-explaining the whole process.

The browser is fine for quick questions. The desktop app is where Claude becomes an actual coworker.
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© 2026 Mariah Brunner. All rights reserved.