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Duration 14 hours
Course Outline
- Day 1: Mastering Claude in Daily Operations
- Introduction and Goal Setting
- Assessing the current status of each participant and reviewing available licenses
- Identifying a specific use case to work on throughout the two-day course
- Understanding Claude’s current capabilities and limitations
- Exercise: Document your use case on a card, detailing the objective, input materials, and desired outcome.
- Understanding Language Models
- Explaining tokens and context windows, and how they determine the volume of text a model processes
- Understanding why identical queries may yield different responses
- Mitigating hallucinations and managing model inventiveness
- Comparing Haiku, Sonnet, and Opus models based on quality, speed, and usage limits
- Determining when to use Claude, Copilot, or ChatGPT for optimal results
- Exercise: Perform the same task using two different models and compare the quality and speed of the results.
- Crafting Effective Instructions and Context
- Key components of a strong prompt: role, task, context, examples, format, and constraints
- Encouraging Claude to ask clarifying questions before executing a task
- Summarizing and comparing lengthy documents and extracting relevant sections
- Incorporating review steps directly into instructions
- Exercise: Refine a weak prompt from your daily work through three iterations and compare the versions.
- Projects as Shared Memory
- Efficiently organizing project instructions and knowledge files
- Centralizing house styles, product knowledge, and templates
- Separating team and personal data to maintain confidentiality
- Verifying, correcting, and managing memory settings
- Exercise: Set up a project for your use case, including specific instructions and three knowledge files.
- Artifacts, Files, and Data Analysis
- Generating reports, tables, charts, and presentation drafts as artifacts
- Querying and analyzing Excel, PDF, and Word documents
- Using the analysis tool to calculate figures and verify accuracy
- Exporting and sharing artifacts within the team
- Exercise: Create an analysis with a chart and brief commentary from an anonymized Excel dataset.
- Outcome: Each participant will have a configured project for their use case, two enhanced templates, and an initial artifact created from actual data.
- Introduction and Goal Setting
- Day 2: Extending Claude with Skills, Connectors, Cowork, and Routines
- Ecosystem Overview
- Overview of execution environments: chat, desktop app, Claude in Chrome, Cowork, and Claude Code
- Defining skills, connectors, MCP, and routines
- Explaining agents as AI-powered workflows with tools
- Live demonstration from concept to completed skill
- Exercise: Map your use case to the appropriate layer of the ecosystem and justify the selection.
- Creating the First Custom Skill
- Structuring skills with descriptions, application criteria, workflows, examples, and templates
- Collaboratively developing and refining skills with Claude
- Testing skills with three real-world scenarios
- Sharing and maintaining skills within the team
- Exercise: Build a skill for your use case, such as generating replies in the company style or producing a review report.
- Connectors and Integrated Services
- Linking Microsoft 365 or Google Workspace, file storage, and calendars
- Maintaining minimal necessary permissions
- Identifying potential prompt injection risks in emails and documents
- Exercise: Connect a service and execute a task spanning email and calendar, such as preparing for an upcoming meeting.
- Claude Cowork and Routines
- Delegating tasks to Cowork with access to authorized folders
- Monitoring progress and reviewing intermediate results
- Scheduling automated tasks, such as daily summaries or weekly reports
- Implementing approval checkpoints before actions like sending or deleting data
- Exercise: Configure a routine for a daily overview and evaluate the initial execution together.
- Team Policies and the Next 30 Days
- Defining data upload and handling policies
- Managing shared skills and projects and assigning responsibilities
- Distributing the model matrix and reference sheet
- Exercise: Draft a personal 30-day plan with three specific action items.
- Outcome: Participants will leave with a functional skill, an active connector, an established routine, and a 30-day implementation plan.
- Ecosystem Overview
Requirements
- A laptop with a modern web browser, a Claude account (Pro, Team, or Enterprise), the Claude desktop app (recommended), and a specific use case from daily operations.
- No programming experience is required.
Target Audience
- Professionals in administration, finance, procurement, HR, project management, and process management who are adopting or currently using Claude and aim to expand their usage beyond standard chat features.
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
