Field Note Working With Claude

SYSTEMS NOTE // 06  ·  JULY 2026  ·  SGI RESEARCH

HOW TO USE
CLAUDE IN 2026

Claude is six tools wearing one name. The gap between a mediocre session and a great one is mostly setup an identity doc, a folder structure, and knowing which model and mode to reach for.

PINNED0Habits covered in this note
PINNED0Surfaces inside one product
PINNED0Model tiers to choose between
Chat◆ Projects◆ Code◆ Cowork◆ Skills◆ Connectors◆ Global Instructions◆ Extended Thinking◆ Plugins◆ Chat◆ Projects◆ Code◆ Cowork◆ Skills◆ Connectors◆ Global Instructions◆ Extended Thinking◆ Plugins◆

Twelve Habits

Set It Up Once,
Use It Properly Forever

Click any card to pin it click again to release

PINNED
01Claude isn't just one tool, it's six
  • Chat
  • Projects
  • Code
  • Cowork
  • Skills
  • Connectors
PINNED
02Create an About Me folder first

Before anything else, write down who you are and what you're working on. Every later step reads from this.

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03Build 3 folders in your project
  • About Me identity + context
  • Templates reusable patterns
  • Claude Outputs deliverables
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04Set global instructions once
Read ABOUT ME first.
Use AskUserQuestion when unclear.
Don't over-explain.
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05Force it to ask before it acts

For anything with real stakes, have it confirm scope and priorities before it starts producing output.

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06Use connectors it's free
  • Slack, Gmail, and Drive
  • Notion and Figma
  • Whatever else your stack runs on
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07Turn repeat workflows into skills
  • /negotiation-prep
  • /weekly-review
  • /client-brief
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08Pick the right model for the job
  • Opus thinking, planning, deep analysis
  • Sonnet drafts, rewrites, formatting
  • Haiku bulk tasks at scale
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09Turn on extended thinking for hard problems
Extended thinking on for anything genuinely hard
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10Feed it examples, not descriptions

"Write like this" plus a real sample beats a paragraph explaining the tone you want.

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11Use Cowork for anything serious

Multi-file, multi-step work that spans documents and code belongs in Cowork, not a single chat turn.

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12Install and use plugins
  • Sales, Marketing, Legal
  • Finance, Data
  • Product, Support

THE MODEL ISN'T
THE BOTTLENECK.
THE SETUP
USUALLY IS.

More Habits.
More Notes.
Note Model names simplified confirm current versions in the docs