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Duration 14 hours
Course Outline
- Day 1: Mastering Claude in Daily Operations
- Introduction and Goal Setting
- Assessing current participant status and available licensing tiers
- Each participant selects one core use case to focus on throughout the two days
- Overview of Claude’s current capabilities and limitations
- Exercise: Document your specific use case on a card, defining the goal, input data, and desired outcome
- Foundations of Language Models
- Understanding tokens and context windows: how much text the model processes simultaneously
- Analyzing why identical queries may yield varying responses
- Mitigating hallucinations: recognizing and containing invented details
- Comparing Haiku, Sonnet, and Opus models based on quality, speed, and usage constraints
- Evaluating when Claude, Copilot, or ChatGPT is the most suitable choice
- Exercise: Execute the same task using two different models and compare outputs for quality and speed
- Effective Prompting and Context Management
- Constructing robust prompts: defining role, task, context, examples, format, and constraints
- Enabling clarifying questions to ensure accuracy before task execution
- Summarizing long documents, comparing texts, and extracting supporting evidence
- Integrating review checkpoints directly into instructions
- Exercise: Refine a weak prompt from your daily work through three iterations, comparing versions side-by-side
- Projects as Centralized Memory
- Structuring project instructions and knowledge files effectively
- Centralizing brand style guides, product knowledge, and templates
- Segregating team-wide and private content, ensuring sensitive data remains isolated
- Monitoring, correcting, and disabling memory when necessary
- Exercise: Build a project for your use case, including specific instructions and three knowledge files
- Artifacts, File Analysis, and Reporting
- Generating reports, tables, charts, and presentation drafts as artifacts
- Querying and comparing data from Excel, PDF, and Word documents
- Using analysis tools to calculate figures and performing spot checks for accuracy
- Exporting, publishing, and sharing artifacts within the team
- Exercise: Create an analysis with a chart and commentary based on an anonymized Excel dataset
- Deliverable: A configured project for your use case, two enhanced templates, and an initial artifact built from real data
- Introduction and Goal Setting
- Day 2: Advanced Integration with Skills, Connectors, Cowork, and Routines
- Ecosystem Overview
- Platform landscape: chat interface, desktop app, Claude in Chrome, Cowork, and Claude Code
- Defining key concepts: skills, connectors, MCP, and routines
- Simplified explanation of agents: AI-driven workflows with tool integration
- Live demonstration: transforming an idea into a finished skill
- Exercise: Map your use case to the appropriate platform layer and justify the selection
- Developing Custom Skills
- Structuring skills: description, applicability criteria, workflow, examples, and templates
- Iteratively writing and refining skills with Claude’s assistance
- Testing skills against three real-world scenarios
- Sharing and maintaining skills across the team
- Exercise: Build a skill for your use case, such as generating replies in house style or creating review reports
- Connectors and Service Integration
- Integrating Microsoft 365, Google Workspace, file storage, and calendars
- Implementing the principle of least privilege for permissions
- Identifying and mitigating prompt injection risks in emails and documents
- Exercise: Connect a service and execute a cross-platform task, such as preparing for the next appointment using mailbox and calendar data
- Claude Cowork and Automated Routines
- Delegating tasks to Cowork with access to designated folders, moving beyond simple chat
- Monitoring plans, tracking progress, and reviewing interim results
- Scheduling recurring tasks, such as morning briefings or weekly reports
- Implementing approval gates before executing sensitive actions like sending or deleting
- Exercise: Configure a routine for a daily overview and collectively evaluate the first execution
- Team Governance and 30-Day Roadmap
- Defining acceptable vs. prohibited data uploads
- Maintaining shared skills and projects, and assigning maintenance responsibilities
- Distributing the model matrix and reference sheet as takeaways
- Exercise: Draft a personal 30-day plan incorporating three concrete next steps
- Deliverable: A working custom skill, an active connector, a configured routine, and a 30-day implementation plan
- Ecosystem Overview
Requirements
- A laptop with an up-to-date browser, an active Claude account (Pro, Team, or Enterprise), the Claude desktop app (recommended), and a specific use case from daily operations
- No prior programming experience is required
Target Audience
- Professionals in administration, finance, procurement, HR, project, and process management who are using or onboarding Claude and aim to utilize advanced features beyond basic chat
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
