Marketing Over Coffee Marketing Podcast Katie Robbert on Putting Claude Cowork to Work
9 snips
May 29, 2026 
Katie Robbert, CEO and co-founder of Trust Insights and marketing analytics and AI specialist. She discusses putting Claude Cowork to work for CRM and analytics connectors. She explains automating website updates, generating branded HTML and PowerPoint skills, and scheduling agentic tasks to deliver regular reports and enable teams.
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Allocate R&D Time And Clear Company Tasks
- Do carve out R&D sandbox time for innovators while giving them focused, non-R&D tasks for company priorities.
- Katie uses a weekly sit-down with Christopher to separate Chris's playground experiments from company deliverables so expectations stay clear.
Agentic Cowork Extends Chat Into Autonomous Workflows
- Agentic AI in Claude Desktop adds autonomous workflows beyond chat, code, and connectors.
- Katie found Cowork isolated from chat/code and useful to run tasks that other team members can't see or mustn't see.
Use Connectors To Unlock Locked CRM Data
- Do use Claude Desktop connectors to pull otherwise gated or costly CRM and analytics reports directly into projects.
- Katie bypassed paid CRM reporting limits by connecting Claude to the CRM and extracting customized data for her own reports.
