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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All Participants
- Current Capabilities of Claude
- Beyond chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the role of human review
- Aligning capabilities with responses from the departmental questionnaire
- Practical Session: Each participant identifies the two most time-consuming tasks in their role.
- Effective Prompting Techniques in Practice
- Structuring prompts with role, task, context, examples, and desired output format
- Iterative refinement strategies versus restarting prompts
- Developing templates for recurring tasks
- Practical Session: Collaborate with Claude to draft a response to a typical business email from the participant's inbox.
- Projects and Custom Knowledge Bases
- Establishing one project per department, integrating price lists, catalogs, templates, and rules
- Best practices for file naming conventions and maintenance
- Team collaboration, sharing, and permission management
- Practical Session: Create a departmental project containing three real documents and pose five test questions.
- Connectors and Initial Automation
- Integration with Outlook, OneDrive, or SharePoint
- Drafting replies rather than enabling automatic sending
- Overview of Cowork and team-level skills
- Practical Session: Have Claude categorise three pending emails from the inbox and review the generated reply drafts.
- Outcome: All participants demonstrate confidence in using Claude, and each team has established a department-specific project with real documents.
- Current Capabilities of Claude
- Day 2: Specialised Session for Administration, Finance, and Legal Teams
- Contracts and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates, noting that this does not replace professional legal advice
- Extracting deadlines and obligations into structured lists
- Practical Session: Compare a contract draft with its previous version and generate a change log.
- Invoices and Receipts Processing
- Accurate data extraction from invoices and receipts
- Reconciling invoices against purchase orders and terms
- Documenting discrepancies for approval workflows
- Practical Session: Convert five receipts into a table and highlight any deviations from the original order.
- Financial Figures, Summaries, and Liquidity
- Explaining and preparing Excel-based analyses
- Generating liquidity overviews from open items
- Verifying calculation methods and recalculating where necessary
- Practical Session: Create a due-date summary with brief annotations from a list of open items.
- Recurring Administrative Workflows
- Identifying weekly recurring workflows
- Creating skills for standardised workflows
- Defining control and validation steps
- Practical Session: Develop a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance teams each possess one workflow accelerated by Claude, supported by a tested skill.
- Contracts and Document Management
- Day 3: Specialised Session for Purchasing, Warehouse, and Customer Service Teams
- Inquiries and Quotations
- Responding to catalog and pricing inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality standards
- Generating calculations as Excel files with embedded formulas
- Practical Session: Respond to a real inquiry using catalog and price list data, then verify the calculations.
- Warehouse Operations, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying and tracing recurring inventory errors
- Practical Session: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Ensuring consistent tone and technical terminology through the departmental project
- Preparing conversation notes and phone call briefs
- Practical Session: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Strategic Next Steps
- Prioritising collected ideas based on effort and benefit
- Overview of Cowork and skills for team-wide implementation
- Assigning responsibilities for subsequent actions
- Practical Session: Collaboratively create a prioritised use case matrix for all departments.
- Outcome: Each department identifies at least one concrete workflow with improved efficiency, and the team understands the next steps towards automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a completed departmental questionnaire in advance (covering three key processes, current tools, and planned changes), and anonymised sample documents for each department.
- No programming proficiency is required.
Target Audience
- Teams from administration, accounting, legal, purchasing, warehouse, and customer service within mid-sized companies, ranging from beginners 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
