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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All
- Current Capabilities of Claude
- Going beyond chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the role of human review
- Comparing findings with responses from the department questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks.
- Practical Prompt Engineering
- Structuring prompts with role, task, context, examples, and output format
- Iteratively refining prompts rather than starting from scratch
- Creating templates for recurring tasks
- Exercise: Draft a response to a typical business email from your inbox using Claude.
- Projects and Custom Knowledge Bases
- Setting up one project per department, including price lists, catalogs, templates, and rules
- Implementing sensible file naming conventions and maintaining up-to-date documentation
- Managing team sharing and permissions
- Exercise: Create a department project with three real documents and ask five test questions.
- Connectors and Initial Automations
- Integrating Outlook, OneDrive, or SharePoint
- Generating reply drafts rather than auto-sending emails
- Overview of Cowork and skills for team use
- Exercise: Have Claude categorize three pending emails and review the suggested reply drafts.
- Outcome: All participants work confidently with Claude, and each team has its own department project with real documents.
- Current Capabilities of Claude
- Day 2: Department Session for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates, noting that this does not replace legal advice
- Extracting deadlines and obligations into a list
- 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
- Compiling deviations into a list for approval
- Exercise: Transfer five receipts into a table and mark any deviations from the order.
- Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses with Claude
- Preparing liquidity overviews from open items
- Verifying calculation paths and recalculating as needed
- Exercise: Create an overview by due date with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying workflows that repeat weekly
- Writing a skill for a standard workflow
- Defining control steps
- Exercise: Build a skill for a standard department workflow and test it on two cases.
- Outcome: Administration and finance each have one workflow that runs faster with Claude and a tested skill.
- Contracts and Documentation
- Day 3: Department Session for Purchasing, Warehouse, and Customer Service
- Inquiries and Quotations
- Answering catalog and price inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Preparing calculations as Excel files with formulas
- Exercise: Respond to a real inquiry using a catalog and price list, then 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
- Ensuring tone and technical terminology consistency through the department project
- Preparing conversation notes and phone call briefings
- Exercise: Answer a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas by effort and benefit
- Overview of Cowork and skills for the entire team
- Assigning responsibilities for next steps
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department has at least one concrete workflow that runs faster from now on, and the team knows the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise edition recommended), a laptop, a pre-completed department questionnaire (detailing three key processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming skills are required.
Target Audience
- Teams in administration, accounting, legal, purchasing, warehousing, and customer service within mid-sized companies, ranging from 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
