How to Use Claude's New Projects Feature: A Step-by-Step Guide

Claude AI has just introduced a Projects feature, and I'm absolutely loving it. The projects feature is now under their paid tier.

Whether you need to manage internal knowledge, streamline collaboration, or customise AI responses, this update will help you get more done efficiently.

This tutorial will guide you through setting up and optimising Claude Projects, including how to:

• Create a new project
• Upload internal knowledge
• Use custom instructions
• Analyse video transcripts for valuable insights

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Step 1: Understanding Claude’s Projects Feature

Claude’s Projects function like organised folders where you can curate knowledge, set custom AI behaviour, and collaborate with a team.

Key Benefits of Projects:

✔ 200,000-token context window (equivalent to a 500-page book)
✔ Custom instructions for tailored AI responses
✔ Team collaboration with shared chat activity
✔ Easier organisation of knowledge like codebases, style guides, interview transcripts, or past conversations

This update means Claude can now act as an expert assistant using your specific documents and guidelines.

Step 2: Creating a New Project in Claude

To create a project, follow these steps:

1. Open Claude AI
   • Log into Claude and head to the home screen.
2. Access Projects
   • Click the "Projects" button in the upper left-hand corner.
   • Pin the sidebar for easier navigation.

1. Create a New Project
   • Click the "New Project" button (orange button in the upper right-hand corner).
   • Name your project (e.g., Automations Live Call Analysis).
   • Define a clear goal (e.g., Ensure live calls align with automation learning objectives).
2. Click "Create Project"
   • Your project is now ready for knowledge uploads, chat threads, and AI-driven insights.

Step 3: Adding Internal Knowledge

Now that your project is set up, you need to upload relevant knowledge so Claude can use it effectively.

1. Go to the “Project Knowledge” section.
2. Click “Upload from Device.”
   • Upload files like PDFs, DOCs, or text files.
3. Add a description for each file
   • Example: If uploading a live call goals PDF, describe it as "Guidelines for evaluating the success of automation training calls."

📌 Pro Tip: Each project can hold massive amounts of data, so don’t hesitate to upload multiple reference documents.

Step 4: Using Project Knowledge in Claude Chats

Once you’ve uploaded documents, Claude can reference them in real-time responses.

Example Question to Test Project Knowledge

📌 Ask Claude:
👉 “What are my goals for live calls about AI automations?”

If your goals PDF is uploaded, Claude will accurately list them without needing additional input.

Step 5: Analysing Video Transcripts in Claude

A major use case for Claude’s Projects is analysing Zoom meeting transcripts, YouTube captions, or any large text-based documents.

How to Upload and Analyse Transcripts:

1. Click “Upload from Device” and add your transcript file.
2. Ask Claude to analyse the transcript:
   • Example: "Was this call aligned with our goals?"
3. Claude provides structured feedback, such as:
   • Key discussion points
   • Engagement levels
   • Suggestions for improvement

This saves hours of manual transcript analysis, making it easier to track progress and optimise meetings.

Step 6: Creating Custom Instructions for Claude

One of the biggest upgrades is the ability to set custom instructions that automate how Claude responds.

What Custom Instructions Do:

✅ Set a fixed tone & personality
✅ Define Claude’s “role” (e.g., professional analyst, AI assistant, etc.)
✅ Create structured response formats
✅ Automate repetitive tasks like analysing transcripts or grading content

How to Add Custom Instructions:

1. Click “Set Custom Instructions” inside your project.
2. Define Claude’s Role:
   • Example: “You are a professional transcript analyst specialising in AI automation calls.”
3. Set Objectives:
   • Example: “Analyse meeting transcripts to determine if key learning goals were met.”
4. Customise Output Formatting:
   • Overview of discussion
   • Grading scale (1-10) for each objective
   • Specific improvement suggestions
5. Save Instructions!

Now, every time you upload a transcript, Claude automatically follows these instructions without needing additional prompts.

Step 7: Using Custom Instructions in Action

Once custom instructions are saved, simply:

1. Upload a new transcript
2. Claude will analyse it instantly using the pre-set format
3. Get results in seconds!

Example output:

✅ Two-sentence summary of the call
✅ Grading (1-10) on engagement, learning, problem-solving
✅ Improvement suggestions
✅ AI joke for fun! 😆

This completely automates transcript analysis, saving hours of manual work.

Final Thoughts: Why You Should Start Using Claude’s Projects Today

Claude’s Projects feature is a game-changer, allowing you to:

• Organise AI chats by topic
• Upload internal knowledge for better AI responses
• Automate complex workflows like transcript analysis
• Use custom instructions to eliminate repetitive prompting

This makes Claude more powerful than ever for teams, business workflows, and AI-powered productivity.

That’s a Wrap!

Now you know how to set up, optimise, and automate workflows with Claude’s Projects feature!

💡 What will you use Claude Projects for?

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