Everything from installing the app to having a content calendar land in your folder every Monday, with no prompting required after setup.
Step 1: Download and install Claude Desktop
- Go to claude.com/download (or claude.ai/download).
- Pick your operating system and download the installer.
- Mac: needs Apple Silicon (M1 or later) for the Cowork feature specifically.
- Windows: needs Windows Pro, Enterprise, or Education edition for Cowork. Windows Home can use regular Chat, but not Cowork.
- Open the installer and follow the prompts.
- Mac: drag Claude into Applications.
- Windows: run the file, then launch Claude from the Start menu.
- Sign in with an email/Google account, or create one if this is your first time.
Step 2: Get a paid plan
Cowork (the feature that lets Claude work in your files, run on a schedule, etc.) requires a paid plan — Pro, Max, Team, or Enterprise. It is not available on the free plan.
- In the app, go to Settings > Billing (or claude.ai/settings/billing).
- Subscribe to Pro at minimum ($20/month at time of writing — check current pricing in-app).
Step 3: Open Cowork
- In the message box (same place you’d normally type a chat message), there’s a toggle or tab for Cowork next to Chat. Select Cowork.
- This is the mode that lets Claude read/write real files, run for extended periods, and be scheduled — regular Chat can’t do any of that.
Step 4: Connect a working folder
The first time you ask Claude to do something with your files, it’ll ask permission to access a folder.
- Create a folder on your computer for this project (e.g. a folder called “Instagram” or “Marketing”).
- When Claude asks to access a folder, approve that one.
- This is where Claude will read your audit from and save the finished calendar to every week.
Step 5: Install Claude in Chrome (needed for real IG/TikTok research)
Without this, Claude can’t actually scroll Instagram or TikTok — it hits login walls and falls back to researching general trends instead of real posts. This step fixes that, but read the tradeoff in Step 7 before deciding if you want it.
- Open Google Chrome (this only works in actual Chrome, not other browsers).
- Go to the Chrome Web Store and click “Add to Chrome.”
- Sign in with your Claude account when prompted, and pin the extension (puzzle-piece icon → thumbtack next to “Claude”).
- In Claude Desktop, go to Settings > Connectors, find Claude in Chrome, and toggle it on.
- Log into Instagram and TikTok inside that same Chrome browser, the way you normally would. Claude uses your real logged-in session to browse, it doesn’t have separate credentials.
Step 6: Run the one-time IG audit
Before the weekly task can do anything useful, Claude needs to know what’s wrong with the account. Start a Cowork session and ask something like:
“Audit my Instagram account [@handle]. Look at profile setup, content quality and mix, audience alignment, growth mechanics (hashtags, SEO, engagement), posting strategy, and trust signals. Give me a full breakdown with a prioritized action list.”
Once it’s done, ask Claude to save the result as a file in your connected folder, e.g. IG-Audit-Results.md. This only needs to happen once. Redo it every month or two as the account changes and improves.
Step 7: Set up the recurring schedule
- In a Cowork session, type /schedule — or click Scheduled in the left sidebar and choose to create a new task.
- Set the cadence — weekly, e.g. every Monday morning, gives the full week to shoot and post.
- Set the output expectations: where the file should save, and the naming pattern (e.g.
Content-Calendar-[date range].docx). - Tell it to run autonomously — make reasonable calls and note them rather than stopping to ask questions, since nobody will be there when it fires.
- Paste the full prompt from Step 8 as the task’s instructions and save.
Scheduled tasks run remotely, your computer doesn’t need to be on or the app open when it fires.
Step 8: The reusable prompt
| Act as my personal brand strategist and social media manager. FIRST: Read the [AUDIT FILE NAME] file in my workspace folder. Note my top content weaknesses, mix issues, weak hook patterns, and specific recommendations. Don’t summarise it back to me — just use it to inform everything below. My brand positioning: [2-4 sentences: what the account should feel like, journey vs. authority, what tone you’re going for, what you want people to walk away feeling] My niche: [your topic + any adjacent lifestyle content that’s on-brand] What I don’t do: [hard no-go topics — be specific] My vibe: [3-5 words] + [a comparison — “X meets Y”] Accounts I want to model (style/energy, not content): [5-6 handles in your niche whose content energy you like] STEP 1 — VIRAL RESEARCH: Browse Instagram and TikTok. Find 10-15 posts performing way above average in my niche. For each, note: hook (first 3 seconds), format, topic, approx. view count, and why it blew up. STEP 2 — PATTERN ANALYSIS (internal note only): Find 3-5 patterns across top content. What hooks, formats, topics, and emotional triggers are working? STEP 3 — CROSS-REFERENCE (internal note only): Match the viral patterns against my audit gaps. Where do they overlap? Use those matches to inform the calendar. STEP 4 — 14-DAY CONTENT CALENDAR: Pick an optimal number of posts for 14 days. Include stories. Each entry can include: – Content type (Reel, carousel, talking head, etc.) – Working title – Hook (first line or first 3 seconds — make it actually good) – Brief outline (3-5 dot points) – CTA (clear, placed where people will see it — not buried) – Which viral pattern it’s based on – Which audit gap it fixes Content mix to hit across the 14 days: [list the categories that matter for your brand — e.g. building in public, educational, personal/lifestyle, engagement-driven] Every hook should stop the scroll. Every post should have a job. Write it all in my voice. Save as: Content-Calendar-[date range].docx in my workspace folder. |
Step 9: What happens after setup
- Every Monday (or whatever cadence you picked), Claude runs this on its own, no device needs to be awake.
- It reads the audit, researches what’s currently working in the niche, and drops a finished .docx calendar in the connected folder.
- Check it Monday morning, adjust anything that’s off, then shoot/post through the week.
- Refresh the audit every month or so — the calendar is only as sharp as the gaps it’s working from.
A few things to expect the first time
- Claude will ask permission before it can access a folder, and before creating the scheduled task itself — approve both once.
- Instagram/TikTok often can’t be browsed live during a scheduled run (login walls). Claude falls back to researching current viral formats/patterns for the niche instead of screenshotting specific posts — still useful, just don’t expect literal exact view counts.
- Cowork has three permission modes (Manual, Auto, Skip) that control how often it stops to ask before taking actions. For a recurring task like this, “Auto” is the practical choice — it keeps working without asking about every small step but still blocks anything it flags as unsafe.
Keeping your browsing data safe
Claude in Chrome acts through your real, logged-in browser session. That’s what makes live IG/TikTok research possible, and it’s also the thing to be careful with:
- Only install the extension from the official Chrome Web Store listing, not a third-party copy.
- Claude in Chrome can read whatever is on screen and click/type on your behalf. Don’t leave other sensitive tabs (banking, email, DMs) open in the same browser window while a scheduled browsing task is running unattended.
- Consider using a separate Chrome profile just for this task, logged into Instagram/TikTok only, so Claude’s browsing session never has access to anything else in your accounts.
- Consider using a separate Instagram/TikTok account for Claude to research, instead of your official ones.
- Review what a scheduled task actually did after it runs (the session log is visible from “Scheduled” in the sidebar), don’t just assume it stayed on-task.