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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Transcending the chatbot: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the importance of human oversight
- Aligning capabilities with responses from the department questionnaire
- Exercise: Identify the two most time-consuming tasks for each participant
- Effective Prompting Techniques
- Structuring prompts with role, task, context, examples, and desired output format
- Iterative refinement rather than starting from scratch
- Developing templates for recurring tasks
- Exercise: Draft a response to a typical business email from your inbox with Claude
- Projects and Custom Knowledge Bases
- Setting up one project per department, including price lists, catalogs, templates, and rules
- Best practices for file naming and maintenance
- Team sharing protocols and permission management
- Exercise: Create a department project using three real documents and pose five test questions
- Connectors and Initial Automations
- Integrating Outlook, OneDrive, or SharePoint
- Drafting replies instead of automatic sending
- Overview of Cowork and skills for team use
- Exercise: Use Claude to organize three pending emails and review draft replies
- Outcome: All participants gain confidence in using Claude, and each team establishes a department project populated with actual documents
- Current Capabilities of Claude
- Day 2: Department-Specific Training for Administration, Finance, and Legal
- Contract and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates as a support tool (not replacing legal advice)
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a draft contract with a previous version and generate a change log
- Invoice and Receipt Processing
- Cleanly extracting data from invoices and receipts
- Matching invoices against orders and terms
- Compiling deviations into lists for approval
- Exercise: Convert five receipts into a table and flag deviations from the original order
- Financial Analysis and Liquidity
- Explaining and preparing Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation logic and recalculating as needed
- Exercise: Create a due-date overview with comments from an open items list
- Streamlined Administrative Workflows
- Identifying weekly recurring processes
- Developing skills for standard workflows
- Defining control steps for quality assurance
- Exercise: Build and test a skill for a standard departmental workflow with two case studies
- Outcome: Administration and finance teams each define one workflow accelerated by Claude, supported by a tested skill
- Contract and Document Management
- Day 3: Department-Specific Training for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored data
- Drafting quotes and follow-ups with consistent quality
- Generating Excel files with formulas for calculations
- Exercise: Respond to a real inquiry using catalog and price list data and verify calculations
- Warehouse Operations and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock, purchase, and sales lists
- Identifying recurring inventory errors
- 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 accuracy via department projects
- Preparing conversation notes and call scripts
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terminology
- Use Case Matrix and Next Steps
- Prioritizing ideas based on effort and benefit
- Outlook on Cowork and skills for the wider team
- Assigning responsibilities for subsequent steps
- Exercise: Create a prioritized use case matrix for all departments
- Outcome: Each department finalizes at least one concrete workflow for immediate implementation and identifies next steps for further automation
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a pre-completed department questionnaire (covering the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department
- No programming knowledge 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
