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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Claude’s Capabilities Today
- Beyond the Chatbot: Overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the role of human review
- Aligning capabilities with answers from the department questionnaire
- Exercise: Identify the two most time-consuming tasks for each participant.
- Effective Prompting in Practice
- Structuring prompts with role, task, context, examples, and output format
- Iterative refinement rather than starting from scratch
- Creating templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email.
- Projects and Custom Knowledge Bases
- Setting up one project per department containing price lists, catalogs, templates, and rules
- Sensible file naming conventions and maintenance strategies
- Team sharing and permission management
- Exercise: Build a department project with three real documents and test it with five questions.
- Connectors and Initial Automations
- Integrating Outlook, OneDrive, or SharePoint
- Drafting replies rather than sending automatically
- Overview of Cowork and skills for team use
- Exercise: Use Claude to sort three pending emails and review the drafted replies.
- Outcome: All participants will use Claude with confidence, and each team will have a departmental project populated with real documents.
- Claude’s Capabilities Today
- Day 2: Department Focus for Administration, Finance, and Legal
- Contracts and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates as a support tool, not a replacement for legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Preparing deviation lists for approval
- Exercise: Convert five receipts into a table and flag any deviations from the order.
- Financial Analysis and Liquidity
- Explaining and preparing Excel analyses with Claude
- Creating liquidity overviews from open items
- Verifying calculation paths and performing recalculations
- Exercise: Generate a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying workflows that repeat weekly
- Writing skills for standard workflows
- Defining control steps for quality assurance
- Exercise: Build a skill for a departmental standard workflow and test it on two scenarios.
- Outcome: Administration and finance teams will each have one workflow optimized with Claude and a tested skill in place.
- Contracts and Document Management
- Day 3: Department Focus for Procurement, Warehouse, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored lists
- Drafting quotations and follow-ups with consistent quality
- Preparing calculations as Excel files with formulas
- Exercise: Answer a real inquiry using catalog data and verify the calculation.
- Warehouse, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales data
- Identifying recurring error sources in inventory
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Maintaining tone and technical terminology via the department project
- Preparing conversation notes and call prep materials
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing ideas based on effort and benefit
- Outlook on Cowork and skills for the entire team
- Assigning responsibilities for follow-up actions
- Exercise: Create a prioritized use case matrix for all departments.
- Outcome: Each department will have at least one concrete workflow that improves current operations, with a clear understanding of next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise plans recommended), a laptop, a completed department questionnaire (covering top three processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming knowledge is required.
Target Audience
- Teams in administration, accounting, legal, procurement, warehouse, and customer service within mid-sized companies, ranging from beginner to advanced proficiency.
Testimonials (3)
Comprehensiveness about the backround; how to do a prompt.
Olaf Kannt - Helios Klinikum Krefeld
Course - Generative AI and Prompt Engineering in Healthcare
the tips and recommended prompts that we can take away from this training
Lee Mei Lin - ST Engineering IHQ Pte Ltd
Course - InVideo AI: Creating Engaging Short-Form Videos
use of proper and effective prompt
