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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All
- Current Capabilities of Claude
- Beyond the Chatbot: 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 department questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks.
- Effective Prompting in Practice
- Defining role, task, context, examples, and output format
- Iterative refinement techniques instead of starting from scratch
- Developing templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email from your own mailbox.
- Projects and Custom Knowledge Bases
- Creating one project per department, incorporating price lists, catalogs, templates, and rules
- Best practices for file naming and maintenance
- Team sharing and permission management
- Exercise: Build a department project with three real documents and test it with five questions.
- Connectors and Initial Automations
- Linking Outlook, OneDrive, or SharePoint
- Generating reply drafts rather than automatic sending
- Overview of Cowork and team-specific skills
- Exercise: Instruct Claude to triage three open emails from your mailbox and review the suggested drafts.
- Outcome: Participants confidently use Claude, and each team has a department-specific project populated with real documents.
- Current Capabilities of Claude
- Day 2: Department-Specific Session for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (complementing, not replacing, legal advice)
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a draft contract with a previous version and generate a change log.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts
- Reconciling invoices with purchase orders and terms
- Preparing lists of discrepancies for approval
- Exercise: Convert five receipts into a table and identify deviations from the original order.
- Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation paths and recalculating as needed
- Exercise: Create a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying workflows that occur weekly
- Creating skills for standard processes
- Defining control mechanisms
- Exercise: Develop a skill for a standard departmental workflow and test it with two scenarios.
- Outcome: Administration and finance teams each have one optimized workflow using Claude and a tested skill.
- Contracts and Documentation
- Day 3: Department-Specific Session for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored data
- Drafting quotations and follow-ups with consistent quality
- Generating calculations as Excel files with formulas
- Exercise: Respond to a real inquiry using catalogs and price lists, verifying the calculations.
- Warehousing, Goods Receipt, and Stock
- Recording goods receipt from photos and delivery notes
- Reconciling stock, purchase, and sales lists
- Identifying recurring stock errors
- Exercise: Reconcile two stock lists and produce 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 phone call briefs
- Exercise: Respond to a customer inquiry in two languages, cross-checking technical terms.
- Use Case Matrix and Next Steps
- Prioritizing ideas based on effort and benefit
- Overview of 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 has at least one concrete, accelerated workflow, and the team is aligned on the next steps for automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise edition recommended), a laptop, a completed department questionnaire in advance (covering the three key processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming experience is required.
Target Audience
- Teams from administration, accounting, legal, procurement, warehousing, and customer service in 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
