Your comprehensive guide to getting the most out of Claude Teams — whether you're brand new to AI assistants or migrating from ChatGPT.
Everything you need to know to start your first conversation.
Claude is an AI assistant built by Anthropic. It's designed to be helpful, harmless, and honest. With your pay.com.au Teams account, you get access to the most capable Claude models, shared team projects, integrations with your existing tools, and a 200,000-token context window — that's roughly 500 pages of text in a single conversation.
Use your pay.com.au email. SSO should log you straight in. You'll land on the main chat interface.
Type in the message box and press Enter (or click the send arrow). Claude will respond in real-time. It's that simple.
Click the paperclip icon to attach PDFs, images, spreadsheets, code files, or documents. Claude can read and reason about them directly.
Ask Claude to create something — a document, a chart, a piece of code, or a diagram. It'll appear in a preview panel alongside the conversation that you can iterate on.
Click "Projects" in the left sidebar to see shared team projects. These let you give Claude persistent context (documents, instructions) so it understands your work without re-explaining every time.
The main interface. Works in any browser. Full access to all features including Projects, artifacts, and file uploads.
Available for Mac and Windows. Same features as the web, plus keyboard shortcuts and system-level integration.
iOS and Android. Great for quick questions, voice input, and reading Claude's responses on the go.
Your Teams plan includes Google Drive, Gmail, Slack, and Microsoft 365 connectors — Claude can search and reference your existing work.
Claude has three distinct modes, each designed for different kinds of work. Here's how they compare:
| Chat | Cowork | Code | |
|---|---|---|---|
| What it is | The standard conversation interface — ask questions, get answers | A background research and task mode — Claude works independently while you do other things | A command-line tool for developers — Claude works directly in your codebase |
| Best for | Quick questions, writing, analysis, brainstorming, document review | Deep research, long-running tasks, monitoring topics, drafting complex documents | Writing and editing code, debugging, refactoring, working across files in a repo |
| Where | claude.ai, desktop app, mobile app | claude.ai, desktop app | Terminal, VS Code, JetBrains IDEs |
| Who it's for | Everyone — no technical setup needed | Everyone — no technical setup needed | Engineers primarily, but anyone who wants to build things — no coding experience required |
| Interaction | Back-and-forth conversation in real time | You give a task, Claude works in the background and checks in when done | Claude reads and edits files directly, runs commands, and iterates on code |
| Term | What It Means |
|---|---|
| Context window | The amount of text Claude can "see" in a single conversation. Your Teams plan gives you 200K tokens — roughly 500 pages of text. |
| Tokens | The units Claude uses to process text. A token is roughly ¾ of a word. Both your messages and Claude's responses count toward the context window. |
| Markdown file | A plain text file (usually ending in .md) that uses simple formatting like # headings and **bold**. Claude can read and digest markdown files quickly — they're the preferred format for giving Claude instructions, documentation, and structured context. |
| Artifact | A piece of content Claude creates in a side panel — documents, code, diagrams, spreadsheets — that you can preview, iterate on, and download. |
| Project | A shared workspace where you give Claude persistent instructions and reference documents, so it understands your work without re-explaining every time. |
| CLAUDE.md | A markdown file placed in a project or repository that gives Claude Code persistent instructions and context about how to work with your codebase. |
If you've been using ChatGPT, here's what to expect. The transition is smooth — most things are better, a few are different.
The core experience is familiar: you type a message, the AI responds. You can have multi-turn conversations, upload files, and ask follow-up questions. If you can use ChatGPT, you can use Claude — the learning curve is minimal.
| Capability | What You'll Notice |
|---|---|
| Instruction following | Claude is significantly better at following complex, multi-part instructions precisely. If you ask for a specific format, tone, length, or set of constraints — Claude sticks to them. Less "creative reinterpretation" of what you asked for. |
| Writing quality | Claude produces more natural, less "AI-sounding" prose. It's less likely to use filler phrases, forced enthusiasm, or unnecessary bullet points. Great for drafting emails, reports, and customer-facing content. |
| Long documents | Claude's 200K context window — one of the largest available — means it can process larger documents and maintain coherence across longer conversations. Upload an entire policy document or codebase and ask questions about it. |
| Coding & technical work | Claude is consistently top-rated for software engineering in developer surveys. Excels at debugging, code review, writing tests, and explaining technical concepts. |
| Nuanced reasoning | Claude is better at acknowledging uncertainty, presenting balanced perspectives, and not hallucinating confidently. It's more likely to say "I'm not sure" when it genuinely isn't. |
| Projects (vs GPTs) | Claude Projects are more flexible than custom GPTs. You upload knowledge files, set custom instructions, and share across the team — without needing to "build" anything. Think of them as persistent, context-rich workspaces. |
| Feature | ChatGPT | Claude |
|---|---|---|
| Image generation | Built-in via DALL-E | Not built-in. Use separate tools (Canva, Midjourney, etc.) or ask Claude to write image prompts for those tools. |
| Web browsing | Built-in browsing | Web search is available on Teams. Claude can search the web and cite sources. |
| Plugins / GPT Store | Large marketplace of custom GPTs | Claude uses Projects + integrations instead. More structured, better for teams. Connectors for Google Drive, Slack, etc. are built in. |
| Voice mode | Advanced real-time voice | Voice input available on mobile. Dictate prompts and listen to responses on the go. |
| Memory | Remembers across chats | Claude has memory too — it learns preferences and context over time. You can also import your ChatGPT memories directly. Projects add a second layer of structured, team-shareable context. |
| ChatGPT Term | Claude Equivalent |
|---|---|
| Custom GPT | Project (with custom instructions + knowledge) |
| GPT-4o / latest models | Claude Sonnet 4.6 / Claude Opus 4.6 (model selector in chat) |
| Canvas | Artifacts (side panel for documents, code, diagrams) |
| Instructions / System Prompt | Project Instructions (or per-chat system prompt via API) |
| ChatGPT Plus | Claude Teams (your plan) |
| Explore GPTs | Browse connectors / integrations |
A comprehensive tour of what's available on your Teams plan.
Projects let you give Claude persistent context so it doesn't start from zero each time. Think of a Project as a briefing folder that Claude reads before every conversation.
What you can do:
Example for pay.com.au: Create a "Payment Regulations" project, upload APRA and ASIC guidelines, and set instructions like "Always cite the relevant regulation section when answering compliance questions." Now anyone on the team can ask compliance questions and get contextual, referenced answers.
When you ask Claude to create substantial content — a document, code, a chart, a diagram — it appears in a dedicated panel alongside the conversation. This is an Artifact.
What Artifacts support:
Key advantage: You can iterate on artifacts conversationally. Say "make the table wider" or "add a section on risk factors" and Claude updates the artifact in place. You're editing collaboratively without switching tools.
Claude can search the web to find current information. This is useful for research, fact-checking, looking up recent events or documentation, and finding competitors' latest moves.
Claude will automatically search when it determines the question needs current information, or you can explicitly ask it to "search for" something.
Upload files directly into any conversation. Claude can read and reason about:
You can upload multiple files at once and ask Claude to compare, summarize, extract data, or answer questions across all of them.
Styles let you control how Claude writes. Instead of re-explaining your preferences every time, set a style and Claude will consistently match it.
Built-in styles: Concise, Explanatory, Formal — quick presets for common needs.
Custom styles: You can create your own. Paste a sample of writing you like and Claude will learn from it, or describe the tone, structure, and conventions you want. Useful for maintaining a consistent brand voice across the team.
Your Teams plan includes connectors for the tools you already use:
These connectors let Claude pull in context from your existing work without you needing to copy-paste or upload manually.
Teams plan includes a dedicated search project that provides unified knowledge access across your connected tools. Think of it as an internal search engine powered by Claude — ask a question and it searches across your Google Drive, emails, Slack messages, and other connected sources to find the answer.
For complex problems, Claude can use "extended thinking" — a mode where it reasons through the problem step-by-step before responding. This is especially useful for:
You can see Claude's thinking process, which also helps you verify its reasoning.
Claude is powerful, but the quality of your output depends on the quality of your input. Here's how to prompt effectively.
Tell Claude exactly what you want: the format, length, audience, tone, and what to include or exclude. Specificity beats cleverness every time.
Claude doesn't know your business unless you tell it. Share relevant background: who this is for, why you need it, what's been tried before.
Include an example of what good output looks like. One example is worth a thousand adjectives describing what you want.
Your first prompt doesn't have to be perfect. Start broad, then refine. "Make the tone more formal" or "Add a section on risks" — Claude adapts quickly.
Start your prompt (or set in Project instructions) with a role. This focuses Claude's knowledge and tone:
"You are a senior compliance analyst specialising in Australian payment regulations (APRA, ASIC, AML/CTF Act). When I ask questions, cite the relevant regulatory framework and flag any areas of ambiguity."
"You are an experienced technical writer. Help me document our API endpoints in a clear, developer-friendly style with code examples in Python and cURL."
For complex problems, ask Claude to reason through it before giving an answer:
"Think through this step by step before giving me your recommendation."
"Walk me through your reasoning, then provide the final answer."
This dramatically improves accuracy on multi-step problems, financial calculations, and strategy questions.
Tell Claude exactly how to structure its response:
"Format your response as: Summary (2-3 sentences), Key Findings (bullet points), Recommended Actions (numbered list with owner and deadline for each), Risks (brief paragraph)."
Claude is excellent at following format specifications. If you need JSON, CSV, a table, or a specific template — just describe it or paste an example.
Claude is trained to be helpful, which sometimes means it'll give you what you asked for even if the ask isn't quite right. Give it permission to challenge you:
"If you think my approach has flaws, tell me directly before proceeding."
"If this question is based on a wrong assumption, correct me."
This is especially valuable for strategy, technical architecture, and financial decisions.
Practical use cases tailored to each department at pay.com.au.
Blog posts, customer case studies, email campaigns, social media copy. Claude writes naturally and avoids the "AI slop" tone. Set up a Project with your brand guidelines and tone of voice for consistent output.
Ask Claude to research competitor payment platforms, summarise their positioning, and identify gaps in their messaging you can exploit. Use web search for the latest intel.
Brief Claude on a campaign objective and let it draft a full campaign plan: target segments, channel strategy, messaging matrix, content calendar, and KPIs.
Keyword research, content gap analysis, meta description writing, and structuring articles for search. Upload your existing content and ask Claude to identify opportunities.
Feed Claude your product brief and target audience. Get back headline options, benefit-led body copy, CTAs, and FAQ sections — all in your brand voice. Iterate until it lands.
Design multi-touch email nurture sequences. Claude drafts the full series — welcome, education, activation, re-engagement — with subject lines, preview text, and send timing recommendations.
New feature launches, pricing changes, compliance updates. Claude drafts customer-facing communications that are clear, professional, and tailored to the audience segment.
Describe a feature idea and let Claude draft a structured PRD with problem statement, user stories, requirements, success metrics, and edge cases. Iterate in conversation.
Upload interview transcripts, survey results, or support tickets. Ask Claude to identify themes, extract key quotes, build personas, and prioritise opportunities.
Describe your backlog items and ask Claude to apply RICE, ICE, or MoSCoW scoring. It'll create a prioritised table with reasoning for each ranking.
Feed Claude your sprint notes and let it draft weekly updates tailored to different audiences — execs get a high-level summary, engineering gets technical detail.
Ask Claude to compare a competitor's feature set against yours, identify positioning gaps, and draft a battlecard. Use web search for the latest product changes and pricing.
Paste a list of shipped tickets or a git log. Claude writes customer-facing release notes — grouped by theme, jargon-free, with clear benefit statements for each change.
Upload dashboards or metric exports. Claude identifies what moved, what didn't, and what to investigate. Great for preparing your weekly product review or board metrics pack.
Write new code, review existing code for bugs and security issues, refactor for readability, and generate tests. Claude handles Python, TypeScript, Go, SQL, and virtually any language.
Paste error logs, stack traces, or problematic code. Claude identifies root causes, explains why the issue occurs, and provides fixes with context.
Discuss system design decisions, evaluate trade-offs, and get Claude to diagram architectures (as Mermaid diagrams in artifacts). Great for payment flow design, API architecture, and scaling decisions.
API docs, runbooks, onboarding guides, ADRs (Architecture Decision Records). Upload code and let Claude generate comprehensive documentation.
Paste code or point Claude at a PR. It checks for injection vulnerabilities, auth bypasses, PCI compliance issues, and data exposure risks — then grades each finding by severity.
During an incident, pipe logs into Claude for rapid root-cause analysis. Afterwards, it drafts the post-incident report: timeline, root cause, impact, remediation steps, and action items.
Paste a slow query and the table schema. Claude explains the execution plan, suggests indexes, rewrites for performance, and flags N+1 patterns in your ORM usage.
Upload spreadsheets and ask Claude to analyse trends, calculate ratios, compare periods, and flag anomalies. It can build summary tables and charts as artifacts.
Monthly board reports, investor updates, budget narratives. Give Claude the numbers and context, and it drafts professional commentary.
Questions about APRA requirements, AML/CTF obligations, PCI DSS compliance, or AFSL conditions. Upload regulatory documents into a Project for persistent reference.
Describe a financial model and Claude can help build formulas, validate logic, stress-test assumptions, and document the model for audit.
Upload settlement files and transaction records. Claude matches entries, flags discrepancies, calculates variance, and produces an exceptions report. Turn hours of manual matching into minutes.
Upload a vendor contract, partnership agreement, or policy document. Claude summarises key terms, flags unusual clauses, compares against your standard templates, and highlights risks.
Upload your categorised expenses and revenue data. Claude helps identify deductible items, flags missing categories, cross-checks GST calculations, and prepares the narrative summary for your accountant.
Describe what you need in plain English and Claude writes the SQL. It handles CTEs, window functions, complex joins, and optimises for performance across Databricks, BigQuery, PostgreSQL, etc.
Upload a dataset (CSV/Excel) and ask Claude to profile it — distributions, nulls, outliers, correlations, and data quality issues. Great for getting familiar with a new data source.
Ask Claude to create charts using Python (matplotlib, seaborn, plotly) or directly as HTML/SVG artifacts. From quick bar charts to publication-quality figures.
Hypothesis testing, A/B test analysis, trend detection, cohort analysis, and anomaly detection. Claude explains the methodology and interpretation alongside the results.
Paste dbt errors, Airflow logs, or pipeline failure traces. Claude identifies the root cause, explains the data flow, and suggests fixes — including schema changes and dependency issues.
Point Claude at a schema or table list. It generates a data dictionary with column descriptions, data types, relationships, known quirks, and example queries for common use cases.
When someone asks "can you pull the numbers on X?" — describe the request to Claude and get back a query, a summary table, and a plain-English interpretation ready to paste into Slack.
Paste a customer query and let Claude draft a response. Set up a Project with your support playbook, FAQs, and tone guidelines for consistent, on-brand replies.
Turn tribal knowledge into written SOPs. Describe a process verbally and Claude structures it into a clear, step-by-step document with edge cases and escalation paths.
Upload a batch of support tickets and ask Claude to categorise them, identify top issues, spot trends, and recommend process improvements.
Create onboarding docs, FAQ sheets, and training guides for new team members. Claude can generate quizzes and assessment questions too.
Paste a long ticket thread and Claude distils it into a concise summary for engineering or management: what happened, what was tried, what the customer expects, and the urgency level.
Generate customised onboarding checklists for new customers based on their plan, industry, and integration type. Include setup steps, compliance requirements, and go-live criteria.
After resolving a new type of issue, describe the resolution to Claude. It drafts a help article in your standard format — with screenshots guidance, troubleshooting steps, and related articles.
Feed Claude the prospect details and let it draft a customised proposal, pitch email, or presentation talking points. Upload your proposal template as a Project for consistency.
Ask Claude to research a prospect company — their business model, payment needs, current providers, and recent news. Great for pre-call prep.
Describe a common objection ("We're locked into a 2-year contract with Stripe") and Claude drafts talk tracks with responses, competitor comparisons, and value propositions.
After a meeting, dump your notes and let Claude create a structured summary with next steps, key decision-makers, timeline, and risk factors.
Give Claude the prospect's current processing volume, fees, and pain points. It builds a customised ROI comparison showing savings, points earned, and payback timeline on pay.com.au.
After a demo or discovery call, describe what was discussed. Claude drafts a personalised follow-up that references their specific needs, recaps value props, and includes a clear next step.
Paste notes from closed deals (won or lost). Claude identifies patterns — what resonated, where you lost them, which objections came up most — and suggests adjustments to your pitch.
An agentic tool that lives in your terminal, IDE, desktop app, and browser. Describe what you want to build in plain English — Claude Code creates it, from quick prototypes to production code.
Think of Claude Code as a builder you can talk to. Describe what you want in plain English and it figures out the plan, creates the code, and verifies it works. For developers, that means reading entire codebases, editing across multiple files, running tests, managing git, and creating pull requests. For everyone else, it means you can prototype and build things from scratch that would normally require a developer.
Claude Code is available on every major platform. Choose the setup that matches your workflow:
The full-featured CLI. Install with one command:
You'll be prompted to log in on first use. The native installer auto-updates in the background. Alternatively, install via Homebrew (brew install --cask claude-code) or npm.
System requirements: macOS 10.15+, Ubuntu 20.04+/Debian 10+, or Windows 10+ (via WSL or Git Bash). 4 GB RAM minimum.
Search for "Claude Code" in the VS Code Extensions view (Cmd+Shift+X). Install, then open Command Palette (Cmd+Shift+P) → "Claude Code: Open in New Tab".
The extension provides inline diffs, @-mentions for files and symbols, plan review, and full conversation history — all without leaving your editor. Also works in Cursor.
The VS Code extension is one of the most popular agentic AI tools in the marketplace.
Install the Claude Code plugin from the JetBrains Marketplace. Provides interactive diff viewing and selection context sharing. Restart your IDE after installing.
A standalone app for running Claude Code outside your IDE. Review diffs visually, run multiple sessions side by side, schedule recurring tasks, and kick off cloud sessions. Available for macOS (Intel + Apple Silicon) and Windows.
Download from claude.ai, sign in, and click the Code tab to start.
Run Claude Code entirely in your browser at claude.ai/code. Great for kicking off long-running tasks and checking back when they're done, working on repos you don't have locally, or running multiple tasks in parallel. Also available on the Claude iOS app.
| Slash Command (in session) | What It Does |
|---|---|
/help | Show all available commands |
/clear | Clear conversation context (start fresh without exiting) |
/compact | Compress conversation to save context window space |
/schedule | Create a recurring scheduled task (PR reviews, dep audits, etc.) |
/loop | Repeat a prompt on an interval within the current session |
/desktop | Hand off current session to the Desktop app for visual diff review |
/teleport | Pull a web/mobile session into your local terminal |
/review | Review staged changes or a specific PR |
/cost | Show token usage and costs for the current session |
Drop a CLAUDE.md file in your project root and Claude Code reads it at the start of every session. This is how you encode your team's standards, conventions, and context without repeating yourself.
Hooks are shell commands that fire automatically on specific events inside Claude Code. Use them for anything that must always execute — they guarantee consistent enforcement regardless of what Claude decides to do.
Auto-run linting, formatting, or security scans before Claude creates any commit. Ensures every commit meets your team's standards without relying on Claude to remember.
Run Prettier, ESLint --fix, or other formatters after every file edit. Code is always formatted correctly, automatically.
Prevent Claude from editing sensitive files (environment configs, production credentials, migration files) with hooks that block edits to specified paths.
Send a Slack message or trigger a webhook when Claude completes a long-running task, so you don't need to watch the terminal.
The Model Context Protocol (MCP) is an open standard that lets Claude Code talk to external services. Your CLAUDE.md files, settings, and MCP servers work across all surfaces (terminal, IDE, desktop, web).
Read tickets, update status, log work. Ask Claude to "pick up JIRA-1234 and implement it" — it reads the ticket, writes the code, and links the PR.
Reference channel discussions for context. Mention @Claude in Slack with a bug report and get a pull request back.
Pull in design docs, specs, and architecture diagrams directly into your coding session as reference context.
Read design files and translate them into code. Claude can inspect components, extract styles, and build pixel-accurate implementations.
For large-scale changes, Claude Code can orchestrate multiple agents working in parallel. A lead agent researches the codebase, decomposes the work into independent units (typically 5-30), presents a plan for your approval, then spawns background agents in isolated git worktrees. Each agent implements its unit, runs tests, and opens a pull request.
Claude Code integrates directly into your CI/CD pipelines:
Automate PR reviews, issue triage, and code review on every pull request. Claude comments with suggestions, flags security issues, and can auto-fix lint errors.
Same automation capabilities for GitLab workflows — merge request reviews, pipeline failure analysis, and automated fixes.
Run Claude on a schedule: morning PR reviews, overnight CI failure analysis, weekly dependency audits, or syncing docs after PRs merge. Cloud scheduled tasks run even when your machine is off.
Claude Code follows Unix philosophy. Pipe logs in, chain with other tools, use in shell scripts. Fully composable with your existing automation.
You don't need an existing codebase to use Claude Code. Point it at an empty folder and describe what you want — it builds the whole thing.
Describe the dashboard you need and Claude Code builds a fully working web app — charts, filters, responsive layout, the lot. Perfect for product managers, ops leads, or anyone who needs a quick internal tool without waiting for an engineering sprint. Iterate by talking: "add a date range picker", "make the chart show weekly trends instead".
Got a spreadsheet you share around the team for tracking something? Give it to Claude Code and it'll turn it into a proper web app with search, sorting, and filtering — something that's easier to use and share than passing around an Excel file. Great for operations, finance, or anyone managing data in spreadsheets.
Need a polished landing page quickly? Describe the sections, tone, and content — Claude Code produces a complete, responsive page ready to deploy. Marketing and product teams can prototype campaign pages, feature announcements, or partner-facing content without touching a design tool or waiting for a developer.
Claude Code reads the module, understands the business logic, generates comprehensive unit and integration tests, runs them, fixes any failures, and commits the result. It'll cover edge cases like idempotency, retry logic, and error handling — things that are tedious to write manually.
Pipe your logs directly into Claude Code. It'll trace through the codebase, identify the root cause (e.g., a missing await on a database call causing the webhook to timeout), explain why it's happening, implement the fix, add a test for the regression, and open a PR.
Describe what you need and Claude Code handles the full vertical: Prisma schema update, migration, service layer, controller, route registration, validation middleware, tests, and API documentation. It follows the patterns already established in your codebase because it reads your CLAUDE.md and existing code.
Point Claude Code at a PR and it'll do a thorough security review — checking for injection vulnerabilities, authentication bypasses, PCI compliance issues, improper error handling that could leak sensitive data, and more.
One of those tasks everyone puts off. Claude Code updates your package.json, resolves conflicts, reads changelogs for breaking changes, updates your code to match the new APIs, runs your full test suite, and opens a PR with a detailed summary of what changed.
One of Claude Code's best features is that sessions aren't locked to a single surface. You can start a task in your terminal, hand it off to the desktop app for visual diff review, continue on your phone while commuting, or kick off a long task on the web and pull it into your IDE later.
| I want to... | Use this |
|---|---|
| Continue a session from my phone | Remote Control — access any local session from another device |
| Start on web, finish in terminal | /teleport — pulls a web session into your local environment |
| Review diffs visually | /desktop — hands off to the Desktop app |
| Route bugs from Slack to PRs | @Claude in Slack — mention Claude with a bug and get a PR |
| Push events from Discord/Telegram/webhooks | Channels — route external events into Claude Code sessions |
claude in a project directory and complete the login flowCLAUDE.md in your repo root with project standardsDelegate knowledge work to Claude from your desktop. Hand off a task, get a polished deliverable back — while you focus on what matters.
Think of Cowork as a capable analyst sitting at the desk next to you. You describe a task — "draft a board report from this data", "research what our competitors announced this quarter", "reconcile this settlement file" — and Cowork takes over. It reads your files, browses the web, operates your desktop, and delivers a finished result. You review, refine, and ship.
Cowork runs inside the Claude desktop app. Download it from claude.ai/download — available for Mac and Windows.
SSO logs you straight in. You'll land on the main Claude chat interface.
In the desktop app, switch to the Cowork tab. This is where you assign tasks that Claude works on autonomously — reading files, browsing, and operating your desktop as needed.
Describe what you need in plain language. Attach any reference files. Be specific about the deliverable format you want — "a 2-page PDF summary", "a formatted Excel sheet", "a slide deck with 10 slides". Claude takes it from there.
Hand Cowork a spreadsheet of quarterly metrics and a brief on what the board cares about. It reads the data, identifies trends, writes the narrative commentary, formats it into your standard template, and delivers a polished report. You review the numbers, tweak the framing, and it's done.
Ask Cowork to research what a competitor payment platform has launched recently. It browses their website, reads press releases, checks their changelog, and delivers a structured summary — what they launched, how it compares to your offering, and where the gaps are. Great for pre-meeting prep or quarterly competitive reviews.
Give Cowork the customer details and your onboarding template. It fills in the customer-specific information, assembles the welcome documentation, generates the setup checklist, and packages everything into a folder ready to send. What used to take 45 minutes takes 5.
Point Cowork at a settlement CSV and your transaction records. It reads both files, matches entries, flags discrepancies, calculates variance, and produces a reconciliation summary with the exceptions highlighted. The Finance team's new favourite trick.
After a strategy meeting, dump your raw notes into Cowork. It organises the content into a logical flow, writes clear slide titles and bullet points, adds structure (agenda, key decisions, next steps, owners), and delivers a presentation-ready document. You decide the format — Google Slides, PowerPoint, or a formatted PDF.
Don't start from zero. Move your memories, custom instructions, and conversation history from ChatGPT into Claude in minutes.
This is the fastest way to bring your personalised context across. Claude will learn who you are, your role, preferences, and working style — the same things ChatGPT had stored about you.
Go to ChatGPT → Settings → Personalization → Memory → Manage. Review the list and delete anything outdated — old job titles, defunct projects, preferences that have changed. This prevents stale data polluting your Claude experience.
Paste this prompt into ChatGPT:
In Claude, go to Settings → Capabilities → Memory and click "Start import". Alternatively, look for the "Import memory to Claude" card on the home screen and click "Get started". Paste your exported text and click "Add to memory".
Claude extracts key information and stores it as individual memory edits. You can review these via "Manage edits". Updated memory is typically visible within 24 hours.
If you had custom instructions set up in ChatGPT, you can bring those across too.
Go to ChatGPT → Settings → Personalization → Custom Instructions. Copy the contents of both fields: "What would you like ChatGPT to know about you?" and "How would you like ChatGPT to respond?"
Create a new Claude Project (or edit your default one) and paste your instructions into the Project Instructions field. Adapt the language slightly — Claude responds well to direct, clear instructions rather than the two-field format ChatGPT uses.
If you have important past conversations with context you want to preserve, you can export your full ChatGPT history.
Go to ChatGPT → Settings → Data Controls → Export Data → Confirm Export. OpenAI will email you a ZIP file (usually within a few hours, can take up to 7 days). The download link expires after 24 hours.
Extract the ZIP and find conversations.json. Upload this file to a Claude Project as a knowledge file. Claude can then search and reference your past conversations for context.
Some things are better rebuilt fresh in Claude rather than imported:
MCP is an open standard that lets Claude connect to your tools, databases, and services. Think of it as giving Claude secure, direct access to the systems you already use — no copy-pasting required.
Instead of manually copy-pasting data into Claude's chat window, MCP servers expose resources (files, database rows, API responses) and tools (write a file, run a query, make an HTTP request) that Claude can access directly during a conversation. It's the difference between telling Claude about your data and letting Claude see your data.
MCP servers run locally or in the cloud and act as bridges between Claude and your tools. Claude sends requests through the MCP protocol, the server translates them into API calls, and returns the results. All data stays within your control.
Over 1,000 community-built MCP servers are available in the official registry. From databases to design tools to cloud providers — if there's a tool, there's probably an MCP server for it.
MCP servers run with the permissions you grant. Credentials are stored locally (never sent to Anthropic). You control exactly which tools and data Claude can access, and can revoke access at any time.
| Surface | MCP Support |
|---|---|
| Claude Desktop App | Full support. Configure in Settings → Developer → MCP Servers. Reads config on startup. |
| Claude.ai (Web) | Supported on Pro/Teams plans. Built-in connectors for Google Drive, Slack, GitHub, etc. |
| Claude Code (Terminal) | Full support. Configure in .mcp.json at your project root or in ~/.claude/settings.json. |
| Claude Code (VS Code) | Inherits MCP config from project or user settings. Works seamlessly in-editor. |
What it does: Claude can read Jira tickets, create issues, add comments, transition statuses, search with JQL, and access Confluence pages — all without leaving the conversation.
Example use cases:
What it does: Claude can search Slack channels, read message threads, and post messages. Great for pulling context from team discussions into your work.
Example use cases:
What it does: Search and read files from your connected Google Drive. Claude can reference specs, reports, spreadsheets, and documents without you uploading them manually.
Example use cases:
What it does: Read issues, PRs, code, and repository metadata. Create branches, commit code, and open pull requests. Automate code review.
Example use cases:
What it does: Connect Claude to your database for read access. Claude can explore schemas, run queries, and analyse data directly.
Example use cases:
Security note: Configure with read-only credentials. Never give write access to production databases through MCP.
What it does: Query product analytics, view dashboards, check experiments, review session replays, and analyse feature flag usage.
Example use cases:
What it does: Read design files, inspect components, extract styles, and generate code from designs. Great for bridging the design-to-code gap.
Example use cases:
MCP servers are configured via JSON. Here's how it works in different environments:
.mcp.json. Use environment variable references (${GITHUB_TOKEN}) and store actual values in .claude/settings.local.json (add this to your .gitignore). This keeps secrets out of version control.
| Method | Best for | Setup effort |
|---|---|---|
| Built-in connectors | Google Drive, Gmail, Slack, Microsoft 365 | One-click in Claude settings. No technical setup needed. Available to all team members on the Teams plan. |
| MCP servers | Databases, Jira, Figma, custom APIs, dev tools | Requires JSON config and possibly npm packages. More flexible but more technical. Best set up by engineering and shared via project config. |
Skills are reusable, shareable workflows that make Claude an expert at your team's specific tasks. Think of them as playbooks that anyone on the team can invoke with a slash command.
A skill is a markdown file (SKILL.md) that contains instructions Claude follows when performing a specific task. When you invoke a skill (either with a /slash-command or by describing a task that matches its description), Claude loads those instructions and executes the workflow. Skills encode your team's best practices, templates, and domain expertise so everyone gets consistent, high-quality output.
Instead of each person writing their own prompts for common tasks, a skill ensures everyone gets the same high-quality output format, structure, and approach.
A new team member can use /write-spec and get a PRD that follows your exact template and standards — without knowing the template exists.
Skills are just markdown files in your repo. Commit them to .claude/skills/ and every team member with Claude Code automatically gets them.
Skills can be invoked explicitly (/review-pr) or triggered automatically when Claude detects a matching task. You control when and how they activate.
Your Teams plan comes with a library of pre-built skills across key domains. These are available to everyone:
| Domain | Skill | What it does |
|---|---|---|
| Product | /write-spec | Write a feature spec or PRD from a problem statement |
/synthesize-research | Synthesise user research into structured insights | |
/roadmap-update | Create or reprioritise a product roadmap | |
/stakeholder-update | Generate tailored updates for different audiences | |
| Marketing | /draft-content | Blog posts, emails, social, case studies, landing pages |
/campaign-plan | Full campaign brief with channels, calendar, KPIs | |
/seo-audit | Keyword research, on-page analysis, content gaps | |
/brand-review | Check content against brand voice and style guide | |
| Data | /write-query | Optimised SQL for your data warehouse dialect |
/build-dashboard | Interactive HTML dashboard with charts and filters | |
/explore-data | Profile a dataset — distributions, quality, patterns | |
/create-viz | Publication-quality Python visualisations | |
| Documents | /docx | Professional Word documents with formatting |
/pptx | Slide decks and presentations |
We want the skills library to reflect the real workflows your team does every day. Here's how to identify and suggest great skills:
The best skills share these characteristics:
Technology:
/security-review — PCI-DSS focused code review checklist/incident-report — Post-incident report in your standard template/api-doc — Generate API docs from code in pay.com.au's format/migration-plan — Database migration planning with rollback stepsProduct:
/release-notes — Customer-facing release notes from git log/customer-feedback — Synthesise customer feedback into actionable insights/pricing-analysis — Analyse pricing changes against competitor dataFinance:
/settlement-reconciliation — Check settlement files against transaction records/compliance-check — Review against APRA/ASIC requirements/board-report — Monthly board report in your standard formatMarketing:
/customer-case-study — Case study template with pay.com.au brand voice/competitor-update — Weekly competitor monitoring reportSupport:
/ticket-response — Draft responses using your support playbook/escalation-summary — Summarise a ticket thread for escalation to engineeringTo suggest a new skill for the library, provide the following:
/slash-command be? Keep it short and descriptive.Submit requests to your team's Claude administrator. The best requests include an example of a good output — this makes it dramatically easier to build an effective skill.
Once a skill request is approved:
SKILL.md file with YAML frontmatter (name, description) and markdown instructions.claude/skills/ in the relevant repositoryFor team leaders and administrators managing the pay.com.au Claude workspace.
Standard seats ($20/mo annual, $25/mo monthly) — full Claude access including Claude Code, Projects, artifacts, integrations, and web search. Ideal for most team members.
Premium seats ($100/mo annual, $125/mo monthly) — everything in Standard with 5× more usage. Best for engineers and power users who need higher capacity.
Usage limits are per-person, not shared across the team. If one person hits their limit, it doesn't affect anyone else. Limits reset weekly. Premium seats get significantly more capacity.
SSO with domain capture (all @pay.com.au emails auto-route to the team). Just-in-Time provisioning means new hires get access immediately via SSO. Role-based permissions for admin control.
Admins can set spending caps at both the organisation and individual user level. Monitor usage from the admin dashboard to ensure fair allocation and budget compliance.
Set up SSO so team members log in with their pay.com.au credentials. Enable domain capture so anyone with a @pay.com.au email is automatically added to the team workspace.
Standard seats for most team members. Premium seats for power users who need higher usage limits. You can mix and match within the same plan (minimum 5 seats, maximum 150).
Link Google Workspace, Slack, and/or Microsoft 365 so Claude can search and reference your team's existing documents, emails, and conversations.
Set up foundational projects: company knowledge base, brand guidelines, API documentation, compliance references. These give every team member a head start.
Communicate team expectations: what's appropriate to share with Claude (no customer PII without proper controls), how to handle sensitive data, and where to give feedback.
Quick answers to common questions from the team.
No, Anthropic does not train on Teams plan data. Your conversations, uploaded files, and project contents are not used to train Claude's models. Data is encrypted in transit and at rest. For full details, check Anthropic's data usage policy.
Regular conversations are private to you. Projects can be shared — you choose whether a project is private, view-only, or editable by the team. Admins can view usage statistics but not conversation contents.
Use your professional judgement, but as a general rule: avoid sharing raw customer PII (full card numbers, passwords, authentication tokens) unless you have explicit approval and data handling controls in place. Claude is a tool — the same data handling policies that apply to any third-party service apply here.
Usage limits reset weekly. If you hit your limit, you'll be notified and can resume when it resets. You can switch to a lighter model (e.g., Haiku) which has separate, more generous limits. Premium seat holders get 5× more usage than Standard seats. If you consistently hit limits, talk to your admin about a seat upgrade.
Yes. Claude has web search capability on the Teams plan. It can search for current information, recent news, documentation, and more. It will cite its sources so you can verify. For questions about internal company data, use integrations (Google Drive, Slack, etc.) or upload the files directly.
Sonnet 4.6 — Best for everyday use. Fast, smart, and great at most tasks. This should be your default.
Opus 4.6 — The most capable model. Use for complex reasoning, nuanced analysis, difficult coding problems, and when quality matters most. Slower and uses more of your quota.
Haiku 4.5 — Fastest and lightest. Great for simple tasks: quick summaries, reformatting, brainstorming, and translation. Uses the least quota.
Rule of thumb: Start with Sonnet. Upgrade to Opus for high-stakes or complex work. Drop to Haiku for simple, quick tasks.
The day-to-day experience is very similar — you chat, upload files, and get responses. The main adjustments:
For internal questions about our Claude setup, policies, or access, reach out to your team administrator.
For product issues or questions about Claude itself, visit support.claude.com.
You can also use the thumbs up/down buttons on any Claude response to provide direct feedback to Anthropic.