Session kit · markdown

Setup check: do this before Monday

This check takes ten minutes. It makes sure that the 90 minutes at the offsite go to the build, and not to setup or hotel wifi.

Technical names in this kit: Cowork, Claude Code, Salesforce, CSV, connector.

1. Open Claude

Use Cowork or Claude Code. Use the one you know best.

  1. Open the Claude desktop app.
  2. Select Cowork. If you use Claude Code, open a terminal and type claude.
  3. Make a folder named H2-Command-Center in your Documents folder.
  4. Give Claude access to that folder.
  5. Send this message:
Make a file named hello.md in this folder. Write one line in it: "Setup check passed" and the time now.
  1. Make sure that the file hello.md is in the folder.

2. Save your Salesforce export

The session uses report exports. It does not use a live Salesforce connection.

  1. Follow the steps in Export your Salesforce reports.
  2. Save the two files in the H2-Command-Center folder.
  3. Send this message to Claude:
Read the Salesforce export files in this folder. Tell me the number of rows, the column names, and the total of the Amount column in each file. Do not change the files.
  1. Make sure that the totals agree with Salesforce.

3. Bring your H2 plan

  1. Save the plan that you present on Tuesday morning in the same folder. Slides, a document or notes are all fine.
  2. If you want a head start, put the plan in the form of the H2 plan template.

4. Test a scheduled task

The session ends with a task that runs without you. Test that now.

  1. Send this message to Claude:
Schedule a task that runs two minutes from now. The task appends the line "Scheduled task ran" and the time to hello.md.
  1. Wait three minutes.
  2. Open hello.md. Make sure that the new line is there.
  3. If the line is not there, tell Tom before Monday.

5. Join the session site

  1. Open the join page.
  2. Enter the room code from Tom, your name and your function.
  3. Copy the prompt from your page. You paste it into Claude at the start of the session.
  4. On your page, select Done on the step "Setup check".

If a step fails

Tell Tom which step failed and what you saw. A failed step on Friday is a small problem. A failed step at 2:45 PM on Tuesday costs you the session.