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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All
- Understanding Claude's Capabilities Today
- Beyond the Chatbot: An overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common pitfalls, and the importance of human review
- Connecting findings to the answers provided in the departmental questionnaire
- Practical Exercise: Identify the two tasks that consume the most time for each participant.
- Effective Prompting in Practice
- Structuring prompts: Role, task, context, examples, and output format
- Iterative refinement rather than starting from scratch
- Creating templates for recurring tasks
- Practical Exercise: Draft a response to a typical business email from your own mailbox using Claude.
- Projects and Custom Knowledge Bases
- Setting up one project per department, incorporating price lists, catalogs, templates, and rules
- Effective file naming conventions and maintaining up-to-date records
- Managing team sharing and permissions
- Practical Exercise: Build a departmental project using three real documents and test it with five questions.
- Connectors and Initial Automation
- Integrating Outlook, OneDrive, or SharePoint
- Drafting replies instead of fully automatic sending
- Overview of Cowork and skills for team collaboration
- Practical Exercise: Use Claude to categorize three open emails from your mailbox and review the draft replies.
- Outcome: All participants will operate confidently with Claude, and each team will have established their own department-specific project using real documents.
- Understanding Claude's Capabilities Today
- Day 2: Department-Focused Day for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (note: does not replace professional legal advice)
- Extracting deadlines and obligations into a structured list
- Practical Exercise: Compare a contract draft with its previous version and generate a list of changes.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Compiling a list of discrepancies for approval
- Practical Exercise: Convert five receipts into a table and identify any variances from the original order.
- Financial Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses
- Generating liquidity overviews from outstanding items
- Verifying calculation paths and recalculating as needed
- Practical Exercise: Create an overview by due date with brief comments from a list of outstanding items.
- Recurring Administrative Workflows
- Identifying workflows that repeat weekly
- Developing a skill for a standard workflow
- Defining verification steps
- Practical Exercise: Create a skill for a standard departmental workflow and test it with two case studies.
- Outcome: Administration and finance teams will each possess one accelerated workflow using Claude, alongside a validated skill.
- Contracts and Documentation
- Day 3: Department-Focused Day for Procurement, Warehousing, and Customer Support
- Inquiries and Quotes
- Responding to catalog and price inquiries using stored price lists
- Drafting quotes and follow-ups with consistent quality
- Generating calculations as Excel files with formulas
- Practical Exercise: Respond to a real inquiry using a catalog and price list, then verify the calculations.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring sources of error in stock management
- Practical Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Drafting responses in German, English, and other languages
- Maintaining tone and technical terminology through the departmental project
- Preparing conversation notes and call prep
- Practical Exercise: Respond to a customer inquiry in two languages and cross-check the technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas based on effort and benefit
- Future outlook for Cowork and team-wide skills
- Assigning responsibilities for next steps
- Practical Exercise: Create a prioritized use case matrix for all departments collectively.
- Outcome: Every department will have at least one concrete, accelerated workflow, and teams will understand the next steps toward further automation.
- Inquiries and Quotes
Requirements
- A Claude account (Team or Enterprise edition recommended), a laptop, a completed departmental questionnaire in advance (covering the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming experience is required.
Target Audience
- Teams in administration, finance, legal, procurement, warehousing, and customer support within mid-sized organisations, ranging from novice to advanced users.
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
