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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond the Chatbot: Overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the role of human oversight
- Mapping capabilities to the departmental questionnaire responses
- Exercise: Each participant identifies the two most time-consuming tasks.
- Effective Prompting in Practice
- Defining role, task, context, examples, and output format
- Iterative refinement versus starting from scratch
- Creating templates for recurring tasks
- Exercise: Draft a typical business email from the participant's own mailbox using Claude.
- Projects and Custom Knowledge Bases
- Establishing one project per department including price lists, catalogs, templates, and rules
- Implementing sensible file naming conventions and maintaining up-to-date content
- Team sharing and permission management
- Exercise: Set up a departmental project with three real documents and pose five test questions.
- Connectors and Initial Automations
- Integrating Outlook, OneDrive, or SharePoint
- Drafting replies rather than sending automatically
- Overview of Cowork and team skills
- Exercise: Have Claude triage three open emails and review the drafted replies.
- Outcome: All participants demonstrate confident use of Claude, and each team launches a departmental project with real documents.
- Current Capabilities of Claude
- Day 2: Department Focus for Administration, Finance, and Legal
- Contracts and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Generating contract drafts from templates, complementing (not replacing) legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Compiling deviations into lists for approval
- Exercise: Convert five receipts into a table and flag deviations from the order.
- Figures, Overviews, and Liquidity
- Requesting explanations and preparation of Excel analyses
- Creating liquidity overviews from open items
- Validating 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
- Creating a skill for a standard workflow
- Defining control steps
- Exercise: Build a skill for a departmental standard workflow and test it on two scenarios.
- Outcome: Administration and finance teams each achieve one accelerated workflow with Claude and a validated skill.
- Contracts and Document Management
- Day 3: Department Focus 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
- Preparations for Excel files with formulas for calculations
- Exercise: Respond to a real inquiry using catalog and price list data, verifying the calculation.
- Warehouse, Goods Receipt, and Stock
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring error sources in stock management
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Maintaining tone and technical terminology via the departmental project
- Preparing conversation notes and 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
- Outlook on 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 finalizes at least one concrete, faster workflow and identifies the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise editions recommended), a laptop, a pre-completed departmental questionnaire (highlighting the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming expertise is required.
Target Audience
- Teams in administration, accounting, legal, purchasing, warehousing, and customer service at mid-sized companies, spanning from beginner to advanced skill levels.
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
