Block II · The apps, at a professional level · Lesson 9
Set up Claude: preferences, projects, memory and skills
You'll learn to prepare Claude so every conversation starts knowing what it needs: preferences and styles, projects with your documents, memory, skills and connectors to your apps.
- 10 min
- 9 animated slides
- 4-question quiz
- Narrated in 6 languages
What you'll see in this lesson
- Preferences: what Claude should always know
In Settings you write your instructions for Claude once, and they apply to all your conversations.
- Styles: change the tone in one click
Styles adjust how Claude writes depending on the task, and you can create your own from your own texts.
- Projects: your documents always at hand
A project brings together its own instructions, knowledge documents and chats, with its own separate memory.
- Memory and chat search
Memory summarizes your conversations to give context to new chats; chat search finds specific details.
- Skills: teach Claude how you work
A skill is a folder with instructions and resources that Claude loads only when the task needs it.
- Connectors: Claude inside your apps
Connectors let Claude read and act in services like Gmail, Drive, Calendar, Slack or Notion.
- Your own connectors with MCP
If a service you use has a remote MCP server, you can connect it by pasting its address into a custom connector.
- The order to get everything ready
Set things up from general to specific: each layer adds context without repeating what you put in the previous one.
- Summary: Claude set up for you
Each setting solves one thing: who you are, how to write, with which documents, what to remember and which apps to work with.
Tools and concepts
- Projects
- Skills
- Connectors
- Memory
Sign in with your Google account to access this lesson and the whole course.
More lessons in this block
- ChatGPT, Claude and Gemini: which plan is right for you
- Set up ChatGPT to work your way
- Cowork and Claude in Chrome: hand off whole jobs
- The Google ecosystem: Gemini, Gems, Flow and Antigravity
- Gemini Notebook (formerly NotebookLM): study with your own sources
- AI browsers: agents that browse for you
- MCP, A2A and Agent Skills: the standards that connect AI