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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond Chatbots: Overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the importance of human review
- Aligning capabilities with insights from the department questionnaire
- Exercise: Participants identify their two most time-consuming tasks.
- Practical Effective Prompting
- Defining role, task, context, examples, and output format
- Iterative refinement rather than starting over
- Developing templates for recurring tasks
- Exercise: Draft a response to a typical business email using Claude.
- Projects and Custom Knowledge Bases
- Establishing one project per department using price lists, catalogs, templates, and rules
- Logical file naming and maintenance of up-to-date information
- Team sharing and permission settings
- Exercise: Build a departmental project with three real documents and test it with five questions.
- Connectors and Initial Automations
- Integration with Outlook, OneDrive, or SharePoint
- Drafting replies instead of automated sending
- Overview of Cowork and team skills
- Exercise: Use Claude to categorize three pending emails and review the drafted replies.
- Outcome: Participants gain confidence in using Claude, and each team has a project with real documents.
- Current Capabilities of Claude
- Day 2: Departmental Focus for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates while noting the need for legal advice
- Extracting deadlines and obligations into a structured list
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Accurate data extraction from invoices and receipts
- Matching invoices against orders and terms
- Compiling deviations for approval
- Exercise: Convert five receipts into a table and flag deviations from the order.
- Financial Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation methods and recalculating
- Exercise: Create an overview sorted by due date with comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly recurring workflows
- Writing skills for standard processes
- Defining control steps
- Exercise: Develop a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance teams have one faster workflow with Claude and a tested skill.
- Contracts and Documentation
- Day 3: Departmental Focus for Procurement, Warehouse, and Customer Service
- Inquiries and Quotations
- Handling catalog and price inquiries using stored lists
- Ensuring consistent quality in quotations and follow-ups
- Preparing calculations as Excel files with formulas
- Exercise: Respond to a real inquiry using catalog and price lists, and verify calculations.
- Warehouse Operations, Goods Receipt, and Stock
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales data
- Identifying recurring stock errors
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Responding in German, English, and other languages
- Maintaining tone and technical terminology via the departmental project
- Preparing conversation notes and call briefs
- Exercise: Reply to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas by effort and benefit
- Outlook on Cowork and skills for the entire team
- Assigning responsibilities for subsequent steps
- Exercise: Create a prioritized use case matrix for all departments.
- Outcome: Each department has a concrete workflow for improved efficiency, and the team knows the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise recommended), a laptop, a completed department questionnaire in advance (detailing the three most critical processes, tools in use, and planned changes), and anonymized sample documents for each department.
- No programming knowledge is required.
Audience
- Teams from administration, accounting, legal, procurement, warehousing, and customer service in 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
