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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond chatbots: An overview of chat, projects, artifacts, Cowork, and skills.
- Understanding limitations, common errors, and the necessity of human oversight.
- Aligning capabilities with insights from the departmental questionnaire.
- Activity: Each participant identifies their two most time-intensive tasks.
- Practical Effective Prompting
- Structuring prompts using role, task, context, examples, and output format.
- Refining responses iteratively rather than restarting entirely.
- Developing templates for repetitive tasks.
- Activity: Collaborate with Claude to respond to a typical business email from your inbox.
- Projects and Custom Knowledge Bases
- Creating a dedicated project per department, incorporating price lists, catalogs, templates, and rules.
- Implementing sensible file naming conventions and maintenance strategies.
- Managing team sharing and access permissions.
- Activity: Build a department project using three real documents and pose five diagnostic questions.
- Connectors and Initial Automations
- Integration with Outlook, OneDrive, or SharePoint.
- Drafting replies for review rather than enabling automatic sending.
- Introducing Cowork and team-oriented skills.
- Activity: Use Claude to triage three open emails and review the generated draft replies.
- Outcome: Participants will confidently operate Claude, and each team will have a functional department project with real documents.
- Current Capabilities of Claude
- Day 2: Departmental Workshop for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes.
- Drafting contracts from templates (not as a substitute for legal counsel).
- Extracting deadlines and obligations into structured lists.
- Activity: Compare a contract draft against a previous version and generate a change log.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts.
- Matching invoices against orders and payment terms.
- Preparing lists of discrepancies for approval.
- Activity: Convert five receipts into a table and flag any deviations from the order.
- Financial Metrics and Liquidity
- Explaining and preparing Excel-based analyses.
- Generating liquidity overviews from open items.
- Verifying calculation logic and performing recalculations.
- Activity: Create a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly repetitive processes.
- Developing skills for standard workflows.
- Establishing control checkpoints.
- Activity: Build a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance teams will each have one workflow accelerated by Claude, supported by a tested skill.
- Contracts and Documentation
- Day 3: Departmental Workshop for Procurement, Warehouse, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored price lists.
- Drafting quotations and follow-ups with consistent quality.
- Generating Excel files with formulas for calculations.
- Activity: Respond to a real inquiry using catalog data and verify the calculations.
- Warehouse, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes.
- Reconciling stock lists with purchase and sales records.
- Identifying recurring inventory errors.
- Activity: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages.
- Ensuring tone and technical terminology consistency via the department project.
- Preparing meeting notes and phone call briefs.
- Activity: Respond to a customer inquiry in two languages and verify technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas based on effort and benefit.
- Exploring Cowork and skills for team-wide application.
- Assigning responsibilities for follow-up actions.
- Activity: 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 have a clear roadmap toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise edition recommended), a laptop, a pre-completed departmental questionnaire (covering the three most critical processes, current tools, and anticipated changes), and anonymized sample documents for each department.
- No programming experience is necessary.
Target Audience
- Teams in administration, accounting, legal, procurement, warehouse, and customer service within mid-sized companies, ranging from novice 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
