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Duration 21 hours
Course Outline
- Day 1: Foundations for everyone
- What Claude can do today
- More than a chatbot: overview of chat, projects, artifacts, Cowork, and skills
- Understanding limits, typical errors, and the importance of human review
- Comparison with answers from the department questionnaire
- Exercise: Each participant identifies the two tasks that consume the most time.
- Effective prompting in practice
- Structuring prompts with role, task, context, examples, and output format
- Refining prompts iteratively rather than starting over
- Creating templates for recurring tasks
- Exercise: Answer a typical business email from your own mailbox together with Claude.
- Projects and custom knowledge bases
- Creating one project per department containing price lists, catalogs, templates, and rules
- Naming files logically and keeping them up to date
- Sharing within the team and managing permissions
- Exercise: Create a department project with three real documents and ask five test questions.
- Connectors and initial automations
- Connecting Outlook, OneDrive, or SharePoint
- Generating reply drafts instead of automatic sending
- Overview of Cowork and skills for the team
- Exercise: Have Claude sort three open emails from the mailbox and review the reply drafts.
- Outcome: All participants work confidently with Claude, and each team has a department project with real documents.
- What Claude can do today
- Day 2: Department day for administration, finance, and legal
- Contracts and documents
- Reviewing contracts, comparing versions, and marking changes
- Drafting contracts from templates without replacing professional legal advice
- Extracting deadlines and obligations into a list
- Exercise: Compare a contract draft with an earlier version and generate a list of changes.
- Invoices and receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against orders and terms
- Preparing a list of deviations for approval
- Exercise: Transfer five receipts into a table and mark deviations from the order.
- Figures, overviews, and liquidity
- Requesting explanations and preparation of Excel analyses
- Creating liquidity overviews from open items
- Verifying calculation paths and recalculating
- Exercise: Create an overview by due date with a short comment from an open items list.
- Recurring administrative workflows
- Identifying workflows that repeat weekly
- Writing a skill for a standard workflow
- Defining control steps
- Exercise: Build a skill for a standard department workflow and test it on two cases.
- Outcome: Administration and finance teams each have one workflow that runs faster with Claude and a tested skill.
- Contracts and documents
- Day 3: Department day for purchasing, warehouse, and customer service
- Inquiries and quotations
- Answering catalog and price inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Generating calculations as Excel files with formulas
- Exercise: Answer a real inquiry using the catalog and price list, then check the calculation.
- Warehouse, goods receipt, and stock
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales lists
- Identifying recurring sources of error in stock
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Customer communication in multiple languages
- Drafting replies in German, English, and other languages
- Ensuring consistent tone and technical terms through the department project
- Preparing conversation notes and phone call briefs
- Exercise: Answer a customer inquiry in two languages and cross-check the technical terms.
- Use case matrix and next steps
- Prioritizing collected ideas by effort and benefit
- Outlook on Cowork and skills for the whole team
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix for all departments together.
- Outcome: Each department has at least one concrete workflow that runs faster, and the team knows the next steps toward automation.
- Inquiries and quotations
Requirements
- A Claude account (Team or Enterprise recommended), a laptop, a completed department questionnaire (detailing three most important processes, tools in use, and planned changes), and anonymized sample documents for each department.
- No programming skills are required.
Audience
- Teams in 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
