How to use this function

Develop an advisory case with Clara

Learn to maintain an evidence-based working answer and update the next actions when new information arrives.

The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.

Start this course

Codex

Open Codex on your computer with Clara installed and select @Clara in a chat.
Copy the request below, paste it into the chat and send it.
Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.

Request to send to Clara

Clara, start the prepared lesson “Develop an advisory case with Clara” in English. Teach me to use this function with the included fictional files. Use this chat to explain the steps and answer my questions. Create or resume a second working chat to run the current workflow, and guide me to open it in another window. Help me turn on voice. Show me the actual results, then let me try the practice exercise.

The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.

Start in Claude Cowork

Open Cowork with Clara installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.

Request to send to Clara

Clara, start the prepared lesson “Develop an advisory case with Clara” in English, in writing in this single Cowork conversation. Use the included fictional files. Explain each step, run the current function and show me the actual results. Pause for my questions and guide me through the practice exercise. Do not use voice or a second chat.

When to use it

Ciclo Arco needs an initial view on a bicycle collection service. Customer comments suggest possible interest; operating notes describe a limited way to test it.

One local advisory case using supplied notes. The output is a working assessment, not a financial forecast or authorization to launch.

Files and request

Open assignment-en.md and notes-en.md. They establish the decision, customer comments and vehicle availability. The working chat creates the case during the lesson.

Clara, develop this case. Give me your current recommendation, the evidence and limits behind it, and the next work that would help the owner decide.

Run the workflow

Clara establishes the assignment and creates a local case. It registers the supplied materials and states a provisional answer with its conditions.
The current workflow records the reasoning and evidence relationships, then saves the working assessment. The voice thread explains the recommendation and unresolved questions.
Open the current workpaper and evidence map. Follow a material conclusion to its source and discuss which next check could change the answer.

Use the result

Current workpaper: recommendation, reasoning, important unknowns and proposed next actions.
Evidence map and case history: the sources behind conclusions and the changes made as the case develops.

Customer interest is not a booking or proof of wider demand. Check what the vehicle note actually permits. Clara proposes a course of action; the owner decides whether to implement it.

Pause and check

At the first answer, identify what is supported and what is conditional.
At delivery, locate the source behind a conclusion and the next useful check.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Try it yourself

Add update-en.md to the same teaching case. Ask Clara how the unavailable vehicle changes the assessment and next actions. Open the revised workpaper and preserved earlier version.

The case acknowledges the changed vehicle availability and does not treat a possible loan as agreed. Explain what changed in the recommendation or its conditions.

Ask Clara to resume the case, supply new evidence and state the decision you need. Review its updated answer, reasons and proposed next work.