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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All
- Understanding Claude's Current Capabilities
- Going beyond chatbots: An overview of chats, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the importance of human oversight
- Aligning capabilities with insights from the departmental questionnaire
- Exercise: Identify the two most time-consuming tasks in your daily routine.
- Practical Prompting Techniques
- Structuring prompts with role, task, context, examples, and desired output format
- Iteratively refining prompts rather than starting from scratch
- Creating reusable templates for frequent tasks
- Exercise: Draft a response to a typical business email from your mailbox with 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 information
- Managing team sharing and permissions
- Exercise: Build a departmental project using three real documents and test it with five questions.
- Connectors and Initial Automation
- Linking Outlook, OneDrive, or SharePoint
- Generating reply drafts rather than auto-sending emails
- Introducing Cowork and skills for team collaboration
- Exercise: Have Claude categorize three open emails and review the drafted replies.
- Outcome: Participants will use Claude confidently, and each team will have a departmental project populated with real documents.
- Understanding Claude's Current Capabilities
- Day 2: Specialized Session for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contract agreements from templates while maintaining legal compliance
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Clean data extraction from invoices and receipts
- Matching invoices against orders and terms
- Preparing discrepancy lists for approval
- Exercise: Convert five receipts into a table and flag any deviations from the order.
- Financial Analysis and Liquidity
- Interpreting and preparing Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation methods and recalculating as needed
- Exercise: Create a due-date overview with brief comments based on an open items list.
- Recurring Administrative Workflows
- Identifying weekly repeating processes
- Developing skills for standard workflows
- Defining validation steps
- Exercise: Create a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance teams will each have one faster workflow with Claude and a tested skill.
- Contracts and Documentation
- Day 3: Specialized Session for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and pricing inquiries using stored data
- Drafting quotes and follow-ups with consistent quality
- Generating Excel files with formulas for calculations
- Exercise: Answer a real inquiry using catalog and price list data and verify the calculations.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipts from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring inventory errors
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Ensuring consistent tone and technical terminology via departmental projects
- Preparing conversation notes and call scripts
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Future Steps
- Prioritizing collected ideas based on effort and benefit
- Exploring Cowork and skills for broader team adoption
- Assigning responsibilities for next steps
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department will have at least one concrete accelerated workflow, and the team will be ready for the next steps in automation.
- Inquiries and Quotations
Requirements
- Participants need a Claude account (Team or Enterprise tiers recommended), a laptop, a pre-completed departmental questionnaire outlining key processes, current tools, and upcoming changes, plus anonymized sample documents relevant to their department.
- No programming knowledge is required.
Target Audience
- Teams from administration, accounting, legal, procurement, warehousing, and customer service within mid-sized companies, regardless of experience level.
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
