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 Duration 7 hours

Course Outline

  • Day 1: Transitioning from Repetitive Workflows to Automated Skills
    • Operational Levels in Claude
      • Understanding Chat, Instructions, Memory, Projects, Skills, and Agents.
      • Assigning tasks to the appropriate level to avoid conflicts.
      • Reviewing example skills from Anthropic, such as those for Word, Excel, and PowerPoint.
      • Practical Exercise: Audit existing standing instructions and identify components that should be converted into skills.
    • Identifying Suitable Workflows
      • Evaluating candidates based on frequency, fixed steps, and consistent output formats.
      • Case studies from administration, procurement, HR, and project management.
      • Defining input materials and desired outcomes.
      • Practical Exercise: Select and briefly describe two potential tasks for skill creation.
    • Anatomy of a Skill
      • Defining the scope and applicability of the skill.
      • Designing step-by-step workflows with validation checkpoints.
      • Including best and worst-case examples, templates, and reference documents.
      • Collaborating with Claude to draft initial skill versions.
      • Practical Exercise: Draft the first version of a skill for one selected candidate task.
    • Validation and Optimization
      • Developing 3–5 test cases with defined expected outcomes.
      • Mitigating common errors, such as overly broad descriptions or missing constraints.
      • Comparing different versions to identify improvements.
      • Practical Exercise: Test the skill against three real-world scenarios and save an optimized version.
    • Team Deployment
      • Sharing skills across Team and Enterprise plans, including approval processes and role assignments.
      • Establishing naming conventions, version control, and maintenance protocols.
      • Integrating skills with connectors and Cowork.
      • Practical Exercise: Share your skill with the team and have a colleague execute it.
    • Final Outcome: Participants will leave with a validated skill for a real, recurring task, shared with their team, along with a list of additional tasks suitable for future automation.

Requirements

  • A Claude account (Pro, Team, or Enterprise) with skills enabled, prior familiarity with Claude projects, and two to three examples of recurring tasks.
  • No programming background is required.

Target Audience

  • Specialists and key users aiming to standardize the handling of repetitive tasks using Claude for consistent, high-quality outcomes.

Testimonials (3)

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