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Duration 21 hours
Course Outline
- Day 1: Foundations for Everyone
- Understanding Claude’s Current Capabilities
- Beyond the Chatbot: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limits, common errors, and the importance of human review
- Aligning capabilities with answers from the departmental questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks in their role.
- Effective Prompting in Practice
- Structuring prompts with role, task, context, examples, and output format
- Refining outputs iteratively rather than restarting from scratch
- Creating templates for recurring tasks
- Exercise: Draft a response to a typical business email from your own mailbox using Claude.
- Projects and Custom Knowledge Bases
- Establishing one project per department to house price lists, catalogs, templates, and rules
- Best practices for file naming and keeping content up to date
- Managing team sharing and permissions
- Exercise: Create a department project containing three real documents and test it with five questions.
- Connectors and Initial Automation
- Integrating Outlook, OneDrive, or SharePoint
- Using reply drafts rather than automatic sending
- Overview of Cowork and team skills
- Exercise: Have Claude sort three open emails from your mailbox and review the suggested reply drafts.
- Outcome: All participants work confidently with Claude, and each team has a department-specific project with real documents.
- Understanding Claude’s Current Capabilities
- Day 2: Department Day for Administration, Finance, and Legal
- Contracts and Documents
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (not a replacement for legal advice)
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous 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 identify deviations from the original order.
- Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses
- Creating liquidity overviews from open items
- Verifying calculation paths and recalculating as needed
- Exercise: Generate a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying workflows that repeat weekly
- Developing a skill for standard workflows
- Defining control steps
- Exercise: Build a skill for a standard departmental workflow and test it on two cases.
- Outcome: Administration and finance teams each have one workflow accelerated by Claude and a tested skill.
- Contracts and Documents
- Day 3: Department Day for Purchasing, 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
- Exercise: Answer a real inquiry using catalog and price list data and verify 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 management
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Maintaining tone and technical terminology through the department 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 ideas based on effort and benefit
- Exploring Cowork and skills for team-wide application
- Assigning responsibilities for subsequent steps
- Exercise: Create a prioritized use case matrix for all departments collectively.
- Outcome: Each department has at least one concrete, faster workflow, and the team knows the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise plans recommended), a laptop, a pre-completed departmental questionnaire (detailing the three key processes, current tools, 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, spanning beginner 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
