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Duration 21 hours
Course Outline
- Day 1: Foundations for everyone
- What Claude can do today
- More than a chatbot: overview of chat, projects, artifacts, Cowork and skills
- Limits, typical errors and human review
- Comparison with the answers from the department questionnaire
- Exercise: Each participant names the two tasks that cost the most time.
- Good prompting in practice
- Role, task, context, examples and output format
- Refining iteratively instead of starting over
- Creating templates for recurring tasks
- Exercise: Answer a typical business email from the own mailbox together with Claude.
- Projects and a custom knowledge base
- One project per department with price lists, catalogs, templates and rules
- Naming files sensibly and keeping them up to date
- Sharing in the team and permissions
- Exercise: Create a department project with three real documents and ask five test questions.
- Connectors and first automations
- Connecting Outlook, OneDrive or SharePoint
- Reply drafts instead of automatic sending
- Overview of Cowork and skills for the team
- Exercise: Have Claude sort three open emails from the mailbox and review the reply drafts.
- Outcome: All participants work confidently with Claude, and each team has its own department project with real documents.
- What Claude can do today
- Day 2: Department day for administration, finance and legal
- Contracts and documents
- Reviewing contracts, comparing them with earlier versions and marking changes
- Setting up contract drafts from templates without replacing legal advice
- Extracting deadlines and obligations as a list
- Exercise: Compare a contract draft with the earlier version and generate a list of changes.
- Invoices and receipts
- Extracting data from invoices and receipts cleanly
- Matching an invoice against the order and terms
- Preparing deviations as a list for approval
- Exercise: Transfer five receipts into a table and mark deviations from the order.
- Figures, overviews and liquidity
- Having Excel analyses explained and prepared
- Preparing a liquidity overview from open items
- Checking calculation paths and recalculating
- Exercise: Create an overview by due date with a short comment from an open items list.
- Recurring administrative workflows
- Identifying workflows that repeat every week
- Writing a skill for a standard workflow
- Defining control steps
- Exercise: Build a skill for a standard workflow of the department 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 documents
- Day 3: Department day for purchasing, warehouse and customer service
- Inquiries and quotations
- Answering catalog and price inquiries with stored price lists
- Writing quotations and follow-ups with consistent quality
- Having a calculation prepared as an Excel file with formulas
- Exercise: Answer a real inquiry using catalog and price list and check the calculation.
- Warehouse, goods receipt and stock
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists and purchase and sales lists
- Tracking down recurring sources of error in stock
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Customer communication in several languages
- Replies in German, English and other languages
- Securing tone and technical terms through the department project
- Preparing conversation notes and phone call preparation
- Exercise: Answer a customer inquiry in two languages and cross-check the technical terms.
- Use case matrix and next steps
- Ordering the collected ideas by effort and benefit
- Outlook on Cowork and skills for the whole team
- Responsibilities for the next steps
- Exercise: Create a prioritized use case matrix for all departments together.
- 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
- Claude account (Team or Enterprise recommended), laptop, a department questionnaire completed in advance (three most important processes, tools in use, planned changes) and anonymized sample documents for each department.
- No programming skills required.
Audience
- Teams from administration, accounting, legal, purchasing, warehouse and customer service in mid-sized companies, 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
