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Duration 21 hours
Course Outline
- Day 1: Foundations for all
- Current Capabilities of Claude
- Beyond the chatbot: An overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the importance of human review
- Aligning capabilities with responses from the department questionnaire
- Exercise: Each participant identifies the two tasks that consume the most time.
- Practical Prompting Techniques
- Structuring prompts with role, task, context, examples, and output format
- Iterative refinement rather than restarting from scratch
- Developing templates for recurring tasks
- Exercise: Draft a response to a typical business email from the participant's mailbox using Claude.
- Projects and Custom Knowledge Bases
- Setting up one project per department, including price lists, catalogs, templates, and rules
- Best practices for naming files and keeping them current
- Team sharing and permission management
- Exercise: Create a department project with three real documents and ask five test questions.
- Connectors and Initial Automation
- Linking Outlook, OneDrive, or SharePoint
- Drafting replies instead of automated sending
- Overview of Cowork and skills for team use
- Exercise: Have Claude sort three open emails from the mailbox and review the drafted replies.
- Outcome: All participants work confidently with Claude, and each team has a department project with real documents.
- Current Capabilities of Claude
- Day 2: Department day for administration, finance, and legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates as a complement to legal advice
- Extracting deadlines and obligations into a structured list
- Exercise: Compare a contract draft with an earlier version and generate a change log.
- Invoices and Receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against orders and terms
- Preparing deviation lists for approval
- Exercise: Convert five receipts into a table and mark deviations from the original order.
- Financial Data and Liquidity
- Analyzing and preparing Excel reports
- Generating liquidity overviews from open items
- Verifying calculation paths and recalculating
- Exercise: Create an overview by due date with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly recurring workflows
- Creating a skill for standard workflows
- Defining control steps
- Exercise: Build a skill for a standard department workflow and test it on two cases.
- Outcome: Administration and finance teams each have one workflow optimized with Claude and a tested skill.
- Contracts and Documentation
- Day 3: Department day for procurement, warehouse, and customer service
- Inquiries and Quotations
- Handling catalog and price inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Preparing calculations in Excel with formulas
- Exercise: Answer a real inquiry using a catalog and price list and verify the calculation.
- Warehouse, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring inventory errors
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multi-language Customer Communication
- Drafting replies in German, English, and other languages
- Maintaining tone and technical terminology via the department project
- Preparing conversation notes and call summaries
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing ideas by effort and benefit
- Outlook on Cowork and skills for the whole team
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix for all departments together.
- Outcome: Each department has at least one concrete workflow for faster execution and knows the next steps toward automation.
- Inquiries and Quotations
Requirements
- Claude account (Team or Enterprise recommended), laptop, a completed department questionnaire (outlining the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming skills required.
Audience
- Teams in administration, accounting, legal, procurement, warehouse, 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
