من سؤال واحد إلى مستند ولوحة أرقام وتصميم داخل محادثة ClaudeFrom One Question to a Doc, a Dashboard and a Design in the Same Claude Chat

Key terms

Cowork

The mode where Claude worked on your files and tasks. It is now part of the same conversation, so you no longer pick between chat and Cowork.

Claude Docs

A document Claude builds inside the chat. You edit it yourself or ask Claude to, and share it by link. Available on every plan.

Dashboard

A page of charts and numbers that sums up your data at a glance. In beta on paid plans.

Slides

A deck Claude builds from the same chat, ready to present or share.

Claude Design

The feature that turns an idea or data into a visual design, now working inside the conversation itself.

The steps

1. 1

   Step 1

   Check that you have it

   Docs is on every plan now, including Free. Dashboards are in beta on Pro, Max, Team and Enterprise.

   If your message box still shows separate Chat and Cowork options, you do not have the update yet. Update the app or check back in a few days.

   support.claude.com

   

2. 2

   Step 2

   Ask your question in plain words

   Start a new chat and ask the way you would ask a person. Example: break down your spending for a month.

   If you upload a bank statement, remove account and card numbers first.

   PromptThe opening question

   Copy

   Here is my spending for [month]: [paste the table or upload the file]. Group it by category, tell me my top three categories, and where I can save.

   Tip: Never upload account or card numbers. Amounts, dates and categories are enough.

3. 3

   Step 3

   Turn the answer into a doc

   In the same chat start your message with /docs, ask for a doc in plain words, or pick Output then Docs in the message box.

   Claude builds the document from the same data you gave it above.

   support.claude.com

   

   PromptDoc

   Copy

   /docs Make a one page summary of my [month] spending: the total, the categories, and three steps to save next month.

4. 4

   Step 4

   Turn it into a dashboard

   Ask for a dashboard in your own words, or pick Output then Dashboards in the message box.

   Name the exact charts you care about so you do not get a generic page. Every dashboard is saved in the Artifacts tab, so you can open it again next month and compare.

   support.claude.com

   

   PromptDashboard

   Copy

   Build a dashboard from the same data: spending by category, spending per week, and one headline number showing the total against [budget].

   Tip: Dashboards need a paid plan. On Free, the doc is enough.

5. 5

   Step 5

   Turn it into a design

   Ask for a design when you want something visual to share, like a summary card or a post.

   Same chat, same data, another format.

   support.claude.com

   

   PromptDesign

   Copy

   Make a design: a summary card of my [month] spending at [size], in calm colors, with the total and the top three categories.

   Tip: If Design is not in your Output menu, ask for it in plain words.

6. 6

   Step 6

   Pick the format by what you will do with it

   A simple rule: a report you read or send? Doc. Presenting it in a meeting? Slides. Numbers you will track every month? Dashboard.

   They all come from the same chat and the same data, so you never explain twice. Slides are in the Output menu too, or ask for them in your own words.

   PromptSlides

   Copy

   From the same data, make [number] slides I can present in [meeting]: one for the total, one for the top three categories, and one for next steps.

7. 7

   Step 7

   Edit it yourself or ask for changes

   In a doc: click into it and type, and changes save on their own. Or select text and leave a comment that mentions @Claude, and Claude makes the edit and explains it in the thread.

   In a dashboard: ask for the change in the chat, like add a filter by category.

   A mistake does not send you back to zero. Ask for one specific change at a time instead of one long request.

   support.claude.com

   

   PromptA specific edit

   Copy

   In the [doc or dashboard], change [thing] to [new thing] and keep everything else as it is.

8. 8

   Step 8

   Share by link or export

   Docs, Slides and Design live at one link you can share, or you can export them from the share options.

   Before you share, check there is no private data in it.

   support.claude.com

   

Ready prompts to copy

/docs Here are the notes from [meeting name]: [notes]. Pull out the decisions and the tasks with owner and due date, and turn it into a document I can share with the team.

Here are the sales for [period]: [data]. Build a dashboard with weekly sales, the top five products, and a comparison with [previous period].