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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond the Chatbot: An overview of chat features, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the role of human review
- Aligning capabilities with insights from the department questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks in their role.
- Practical Effective Prompting
- Structuring prompts with role, task, context, examples, and desired output format
- Iterative refinement techniques rather than starting from scratch
- Developing templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email from your inbox.
- Projects and Custom Knowledge Bases
- Creating one project per department containing price lists, catalogs, templates, and rules
- Best practices for file naming and maintaining up-to-date content
- Team sharing strategies and permission management
- Exercise: Set up a department project with three real documents and pose five test questions.
- Connectors and Initial Automation
- Integration with Outlook, OneDrive, or SharePoint
- Generating reply drafts instead of automated sending
- Introduction to Cowork and team-oriented skills
- Exercise: Use Claude to categorize three open emails and review the generated 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: Specialized Session for Administration, Finance, and Legal
- Contract and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates while maintaining the need for professional legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with its previous version and generate a change log.
- Invoices and Receipts Processing
- Clean data extraction from invoices and receipts
- Matching invoices against orders and agreed terms
- Preparing deviation lists for approval processes
- Exercise: Convert five receipts into a table and identify discrepancies with the original order.
- Financial Analysis and Liquidity
- Interpreting and preparing Excel-based analyses
- Generating liquidity overviews from open items
- Verifying calculation paths and performing recalculations
- Exercise: Create an overview organized by due date with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly repeating workflows
- Developing a skill for a standard workflow
- Establishing control checkpoints
- Exercise: Construct a skill for a standard departmental workflow and test it on two scenarios.
- Outcome: Administration and finance teams each have one workflow that runs faster with Claude and a tested skill.
- Contract and Document Management
- Day 3: Specialized Session for Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and pricing inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Preparing calculations as Excel files with formulas
- Exercise: Answer a real inquiry using the catalog and price list, then verify the calculations.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring sources of inventory errors
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Composing replies in German, English, and other languages
- Maintaining tone and technical terminology via the department project
- Preparing conversation notes and phone call summaries
- Exercise: Respond to a customer inquiry in two languages and cross-verify technical terms.
- Use Case Matrix and Roadmap
- Prioritizing collected ideas based on effort and benefit
- Outlook on Cowork and skills for the entire team
- Defining responsibilities for next steps
- Exercise: Develop a prioritized use case matrix for all departments collectively.
- 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 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 is 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
