AI Compass

Course plan › Track A · Free › Module 2

Talk to Claude

Four short lessons. You learn to write instructions that give good answers the first time, and how to improve an answer without starting over.

  • 4 lessons
  • about 20 minutes
  • Free
  • You need module 1

Download workbook (PDF)

After the module you can
  • Write a clear instruction
  • Let Claude ask questions first
  • Improve an answer step by step
  • Save your own prompt templates

Goal, role, context and format

6 min

In short

A good instruction answers four questions: What do I want? Who should Claude be? What does Claude need to know? What should the answer look like?

Explanation

Anthropic compares Claude to a brilliant but new employee who does not know your routines or your background. It is a good rule of thumb. You cannot count on Claude guessing right if you have not said what you mean.

Anthropic also gives a simple test: show your instruction to a colleague who knows nothing about the task. If the colleague would be confused, Claude will be too.

1. Goal What do you want? + 2. Role Who is Claude here? + 3. Context What must it know? + 4. Format What should it look like? You do not always need all four, but the more often you include them, the less Claude has to guess.
The recipe for a clear instruction.
The four parts with examples
PartThe question you answerExample
GoalWhat should come out of this?Write a short email to my landlord.
RoleWho should Claude be?You are a friendly and clear assistant.
ContextWhat does Claude need to know?The kitchen tap has been dripping for a week. I want it repaired.
FormatWhat should the answer look like?At most 100 words and with a subject line.

Before and after

Weak instruction:

Write an email about the tap.

Clear instruction with all four parts:

You are a friendly and clear assistant. I am a tenant and want to write a short email to my landlord. The kitchen tap has been dripping for a week and I want it repaired. The tone should be pleasant but firm. At most 100 words, with a subject line.
Heads up: longer is not always better

The point is clarity, not length. Anthropic notes that even a single sentence about role makes a difference. Start short and add what is missing.

Do it now (3 min)

Take your note from module 1, or invent a small task. Write an instruction with goal, role, context and format and send it to Claude.

Let Claude ask you

4 min

In short

Not sure what Claude needs to know? Ask Claude to put the questions to you before it writes anything.

Explanation

It is easy to forget important background when you know the subject yourself. Then you can turn the roles around and let Claude interview you. It is a practical way of working, and it saves time because you do not have to rewrite everything afterwards.

How to do it

  1. Briefly describe what you want to achieve.
  2. Add that Claude should ask first.
  3. Answer the questions, preferably short and numbered.
  4. Ask Claude to write once it has what it needs.
I want to plan a 50th birthday party for my dad. First ask me up to five questions about anything you need to know. Wait for my answers before you suggest anything.
Why does it work?

You set a limit (up to five questions) and tell Claude to wait. You get a short interview instead of a long list or a finished but guessed answer.

Do it now (3 min)

Pick a task where you do not know where to start, such as a trip, an email or a study schedule. Ask Claude to ask first and answer the questions.

Improve an answer step by step

5 min

In short

Do not start over. Say exactly what you want changed, and describe what you want instead of what you do not want.

Explanation

The first answer rarely has to be the last. Adjusting is faster than writing a new long instruction. Three simple rules help.

1. Be concrete in your feedback

Vague and concrete feedback
VagueConcrete
Make it better.Cut it down to three sentences and remove all exclamation marks.
Not like that.Make the tone more casual, like writing to a neighbour.
Wrong.Keep points 1 and 3, but replace the example in point 2 with one from a company.

2. Say what you want, not what you do not want

Anthropic's guidance recommends telling Claude what to do instead of what not to do. Their example: instead of "do not use markdown", write that the response should be made up of smoothly flowing paragraphs.

3. Say whether Claude should act or suggest

Anthropic points out that Claude may suggest changes instead of making them if you only ask. Compare "Can you suggest changes?" with "Change the text so it is shorter". The second gives you a finished text.

Do it now (3 min)

Take an answer you got earlier. Send two concrete changes in one message, for example length and tone. Then read the result and adjust once more.

Your own prompt templates

5 min

In short

Turn instructions you use often into a template. Fill in what changes and keep the rest.

Explanation

If you ask for the same kind of help again and again, it pays to save a template. You write it once and only swap out what varies.

A simple template

You are [role].
My goal: [what I want].
Background: [what Claude needs to know].
Audience: [who it is for].
Format: [length, structure, tone].

Material:
[paste text here]

Show with examples

Anthropic describes examples as one of the most reliable ways to steer format, tone and structure. They recommend roughly three to five examples that are relevant and different from each other, so that Claude does not copy an unintended pattern.

Clear structure with tags (optional)

In long instructions you can mark up the parts with tags such as <instructions>, <background> and <material>. Anthropic notes that tags help Claude tell instructions from material, and it is most useful when you mix several kinds of content. For short questions you do not need it.

Save them in the right place

According to Anthropic's help article, there is an "Instructions for Claude" setting that applies to all your conversations, and project instructions that only apply inside a given project. Which features are included can differ between plans, so check your app. We cover projects in module 5.

Heads up: no secrets in the template

The same rules as in module 1 apply. Do not put passwords, ID numbers or other people's personal data in a template you save.

Do it now (4 min)

Choose a task you do often. Write a template with four fields and save it in a notes app. Test it on a real task.

Check yourself

Think first, then open the answer.

1. Which four parts can a clear instruction contain?
Goal, role, context and format.
2. Which test does Anthropic suggest for an instruction?
Show it to a colleague who knows nothing about the task. If the colleague would be confused, Claude will be too.
3. What can you do when you do not know what background Claude needs?
Ask Claude to put questions to you first and wait for your answers before it writes.
4. Which wording is better: "Do not write bullet points" or "Write in flowing text"?
"Write in flowing text". Anthropic recommends saying what Claude should do instead of what it should not do.
5. Roughly how many examples does Anthropic recommend when you want to steer format and tone?
About three to five, relevant and different from each other.

Well done!

You have completed module 2. Module 3, "Everyday use", comes next.

Back to the course plan

Sources (checked 2026-10-13)

The advice in lesson 2 (let Claude ask first) and the templates are practical ways of working, not quotes from Anthropic. Features can change. Always check the official pages.