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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond the chatbot: An overview of chat, projects, artifacts, Cowork, and skills.
- Understanding limitations, common errors, and the importance of human oversight.
- Aligning capabilities with insights from the departmental questionnaire.
- Exercise: Participants identify the two most time-consuming tasks in their roles.
- Practical Prompting Techniques
- Defining role, task, context, examples, and output format.
- Iterative refinement strategies versus starting from scratch.
- Developing templates for recurring assignments.
- Exercise: Collaboratively draft a response to a typical business email from your inbox using Claude.
- Projects and Custom Knowledge Bases
- Creating a single project per department that includes price lists, catalogs, templates, and rules.
- Effective file naming conventions and maintenance strategies.
- Team sharing protocols and permission management.
- Exercise: Build a departmental project using three real documents and pose five test questions.
- Connectors and Initial Automations
- Integration with Outlook, OneDrive, or SharePoint.
- Generating reply drafts rather than automatic sends.
- Overview of Cowork and team-oriented skills.
- Exercise: Use Claude to categorize three pending emails and review the generated draft replies.
- Outcome: All participants work confidently with Claude, and each team has its own department project with real documents.
- Current Capabilities of Claude
- Day 2: Specialized Session for Administration, Finance, and Legal
- Contract and Document Management
- Reviewing contracts, comparing versions, and highlighting changes.
- Drafting contracts from templates (as a supplement to, 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
- Clean data extraction from invoices and receipts.
- Matching invoices against orders and terms of sale.
- Compiling deviations into lists for approval processes.
- Exercise: Transfer data from five receipts into a table and flag discrepancies with the original order.
- Financial Figures, Overviews, and Liquidity
- Interpreting and preparing Excel analyses.
- Creating liquidity overviews from open items.
- Verifying calculation paths and recalculating as needed.
- Exercise: Generate a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly recurring processes.
- Creating skills for standard workflows.
- Defining necessary control steps.
- Exercise: Develop a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance each have one workflow that runs faster with Claude and a tested skill.
- Contract and Document Management
- Day 3: Specialized Session for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Handling catalog and price inquiries using stored price lists.
- Drafting quotations and follow-ups with consistent quality.
- Preparing calculations as Excel files with formulas.
- Exercise: Respond to a real inquiry using catalog and price list data, then verify the calculation.
- 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 inventory errors.
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Composing replies in German, English, and other languages.
- Ensuring tone and technical terminology consistency via the departmental project.
- Preparing conversation notes and call briefings.
- Exercise: Answer a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas based on effort and benefit.
- Outlook on implementing Cowork and skills across the entire team.
- Assigning responsibilities for subsequent actions.
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department has at least one concrete workflow that runs faster from now on, and the team knows the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a pre-completed departmental survey (covering three key processes, current tools, and planned changes), and anonymized sample documents for each relevant department.
- No programming experience is required.
Target Audience
- Teams in administration, accounting, legal, procurement, warehousing, and customer service within mid-sized companies, suitable for users of all skill levels.
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
