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 Duration 7 hours

Course Outline

  • Day 1: Transforming recurring workflows into skills
    • Levels of interaction with Claude
      • Chat, instructions, memory, projects, skills, and agents.
      • Allocating responsibilities to the correct level to ensure consistency.
      • Reviewing finished skill examples from Anthropic, such as those for Word, Excel, and PowerPoint.
      • Exercise: Audit your existing standing instructions to identify components that should be migrated to a skill.
    • Identifying optimal workflows
      • Evaluation criteria include frequency, defined steps, and uniform output formats.
      • Case studies from administration, procurement, HR, and project management.
      • Defining input data and expected outcomes.
      • Exercise: Select two potential tasks for skill development and provide a brief description.
    • Anatomy of a skill
      • Defining the scope and applicability of the skill.
      • Mapping the workflow with specific checkpoints.
      • Incorporating positive and negative examples, templates, and reference documents.
      • Collaboratively drafting skills with the assistance of Claude.
      • Exercise: Draft an initial skill for one of the selected candidates.
    • Validation and refinement
      • Executing three to five test scenarios with defined expected results.
      • Addressing common pitfalls, such as overly broad descriptions or missing constraints.
      • Comparing different versions to assess improvements.
      • Exercise: Validate the skill against three real-world cases and finalize an improved version.
    • Team-level skill management
      • Sharing protocols for Team and Enterprise plans, including approval workflows and ownership.
      • Establishing naming conventions, versioning strategies, and maintenance plans.
      • Integrating skills with connectors and Cowork.
      • Exercise: Share your skill within the team and have a colleague execute it.
    • Outcome: Participants will have a validated skill for a real, recurring task shared with the team, along with a list of further candidates for implementation.

Requirements

  • A Claude account (Pro, Team, or Enterprise) with skills enabled, familiarity with Claude projects, and two to three recurring tasks with corresponding examples.
  • No coding experience is necessary.

Target Audience

  • Specialist and key users looking to standardize the execution of recurring tasks with consistent quality across their team using Claude.

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