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Step by step

Pictures from our Claude account (Pro plan), on the web, 24 Oct 2026. Your screen may look different on another plan or device, or after an update.

  1. Open Claude and click Auto below the message box.

    Claude home page with the Permission mode menu open and Manual and Auto choices.

    You see Manual and Auto in the Permission mode menu.

  2. Close the menu and send the question.

    What are 5 things a small marketing team should prepare before a 2-day offsite?

    Claude chat with a five-point answer and an offer to make a two-day agenda.

    You see a five-point offsite preparation answer.

  3. Type the agenda task in the same chat.

    Yes. Make the 2-day agenda as an Excel file with times, sessions and owners. Use made-up names.

    Claude chat with an agenda task in the reply box below the earlier answer.

  4. Send the task.

    Claude chat with a Running a command work note.

    You see a Running a command note and a stop button.

  5. Wait about 2 minutes.

    Claude spreadsheet view with a two-day agenda file and Agenda and Team tabs.

    You see the Excel agenda with Agenda and Team tabs.

Click a picture to see it full size.

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