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Duration 21 hours
Course Outline
- Day 1: Foundational Concepts for All Participants
- 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 review
- Aligning capabilities with responses from the departmental questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks in their role.
- Practical Prompting Techniques
- Structuring prompts with role, task, context, examples, and desired output format
- Refining results iteratively rather than restarting from scratch
- Creating templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email from your own inbox.
- Projects and Custom Knowledge Bases
- Establishing one project per department, incorporating price lists, catalogs, templates, and rules
- Implementing logical file naming conventions and maintaining up-to-date documentation
- Managing team sharing and permissions
- Exercise: Build a departmental project using three real documents and pose five test questions.
- Connectors and Initial Automations
- Integrating Outlook, OneDrive, or SharePoint
- Drafting replies instead of enabling automatic sending
- Overview of Cowork and team-oriented skills
- Exercise: Instruct Claude to categorize three open emails from your inbox and review the drafted replies.
- Outcome: All participants gain confidence in using Claude, and each team establishes a department-specific project using real documents.
- Current Capabilities of Claude
- Day 2: Departmental Focus for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing them against previous versions, and highlighting changes
- Drafting contract templates without replacing professional legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with its prior version and generate a list of modifications.
- Invoices and Receipts
- Accurately extracting data from invoices and receipts
- Reconciling invoices against purchase orders and terms
- Compiling lists of discrepancies for approval
- Exercise: Transfer data from five receipts into a table and flag deviations from the order.
- Financial Figures, Overviews, and Liquidity
- Requesting explanations and preparation of Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation paths and performing recalculations
- Exercise: Create an overview sorted by due date with brief comments from a list of open items.
- Recurring Administrative Workflows
- Identifying weekly recurring processes
- Developing a skill for a standard workflow
- Defining control steps
- Exercise: Create a skill for a standard departmental workflow and test it on two specific cases.
- Outcome: Administration and finance teams each achieve one faster workflow with Claude and master a tested skill.
- Contracts and Documentation
- Day 3: Departmental Focus for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Addressing catalog and pricing inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Generating calculations as Excel files with formulas
- Exercise: Respond to a real inquiry using the catalog and price list, and verify the calculations.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipts using photos and delivery notes
- Reconciling inventory lists with purchase and sales records
- Identifying recurring sources of error in stock management
- Exercise: Reconcile two inventory lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Composing replies in German, English, and other languages
- Ensuring consistent tone and technical terminology through the departmental project
- Preparing conversation notes and call preparations
- Exercise: Respond to 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 Cowork and team-wide skills
- Assigning responsibilities for subsequent steps
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department secures at least one concrete, accelerated workflow, with teams understanding the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a completed departmental questionnaire in advance (covering the three most critical processes, tools currently in use, and planned changes), and anonymized sample documents for each department.
- No programming skills are required.
Target Audience
- Teams in administration, accounting, legal, procurement, warehousing, 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
