Claude Basics
A plain-language guide to setting up Claude for progressive campaigns and organizations, including accounts, plans, privacy settings, team setup, and usage rules.
What this playbook covers
Get set up with Claude, understand the account and privacy choices that matter, organize recurring work, and use the tool within the rules for political organizations and campaigns.
Workflow steps
Step 1: Make an account
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 2: Pick where you will use it: browser, desktop, or phone
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 3: Set your privacy toggle
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 4: Send your first message, then keep the conversation going
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 5: Create your first Project
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 6: Add a reference document to that Project
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Step 7: Review your connectors
Complete this step with the relevant source material, document the decision, and keep a responsible person in the review loop before moving forward.
Quality and oversight
Verify factual claims against primary sources, respect data and tool policies, and use AI to support—not replace—human judgment, approval, and accountability.