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Time required: approximately 15 minutes
1

Create a new Project

In Claude, click Projects in the left sidebar, then click Create Project. Give it a clear name that describes what it does — this name appears in the sidebar for anyone you share it with.
2

Write your Project instructions

Click Set project instructions and paste the brief from your Agent Idea Generator — or write your own using this structure:
You are a [role] for [team/context]. When the user [trigger], 
[do this]. Always [citation/format rule]. 
If a question is outside the uploaded documents, say so — 
do not speculate. Keep responses under [word count] 
unless asked for a detailed analysis.
3

Upload a knowledge file

Click Add content inside the Project and upload a reference document relevant to your task. PDFs and Word documents work best. Claude will search these automatically in every conversation.
4

Test it

Start a new conversation inside the Project. Ask it a real question you would have in your work. Check: Does it cite documents? Does it stay within scope? If the response is off — adjust the instructions and test again.
5

Share it (optional)

If you are on a Claude Team or Enterprise plan, click the share icon and invite a colleague. They will be able to start their own conversations inside the same Project, with the same instructions and knowledge you configured.
You have completed this challenge when you have a Claude Project that answers a real work question correctly, cites its sources, and is ready to share with your team.