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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the role of human oversight
- Contextualizing capabilities against responses from the departmental questionnaire
- Exercise: Participants identify the two most time-consuming tasks in their roles.
- Practical Prompting Techniques
- Structuring prompts with role, task, context, examples, and output format
- Iterative refinement versus starting from scratch
- Developing templates for repetitive tasks
- Exercise: Collaboratively draft a response to a typical business email using Claude.
- Projects and Custom Knowledge Bases
- Creating department-specific projects with price lists, catalogs, templates, and rules
- Effective file naming and maintenance of up-to-date content
- Team sharing protocols and permission settings
- Exercise: Build a departmental project with three real documents and test it with five questions.
- Integrations and Initial Automations
- Connecting to Outlook, OneDrive, or SharePoint
- Drafting replies rather than auto-sending
- Overview of Cowork and team-specific skills
- Exercise: Use Claude to categorize three open emails and review the drafted replies.
- Outcome: All participants gain confidence in using Claude, and each team develops a departmental project using real documents.
- Current Capabilities of Claude
- Day 2: Departmental Session for Administration, Finance, and Legal
- Contract and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates as a supplement to legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Clean data extraction from invoices and receipts
- Reconciling invoices with purchase orders and terms
- Preparing lists of discrepancies for approval
- Exercise: Convert five receipts into a table and flag deviations from the order.
- Financial Figures, Summaries, and Liquidity
- Explaining and preparing Excel analyses
- Creating liquidity summaries from open items
- Verifying calculation methods and recalculating
- Exercise: Generate a due-date summary with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly repetitive processes
- Writing skills for standard workflows
- Defining control checkpoints
- Exercise: Develop a skill for a standard departmental workflow and test it on two cases.
- Outcome: Administration and finance teams each identify one accelerated workflow and a tested skill leveraging Claude.
- Contract and Document Management
- Day 3: Departmental Session for Purchasing, Warehousing, and Customer Service
- Inquiries and Quotations
- Addressing catalog and price inquiries using stored price lists
- Drafting quotes and follow-ups with consistent quality
- Preparing calculations as Excel files with formulas
- Exercise: Respond to a real inquiry using catalog and price list data, and verify the calculation.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipts from photos and delivery notes
- Reconciling inventory lists with purchase and sales data
- Identifying recurring sources of inventory errors
- Exercise: Reconcile two inventory lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Ensuring tone and technical terminology consistency via the departmental project
- Preparing meeting notes and call preparation materials
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Future Steps
- Prioritizing collected ideas based on effort and benefit
- Outlook on Cowork and skills for the broader team
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix for all departments collectively.
- Outcome: Every department secures at least one concrete, accelerated workflow and understands the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise recommended), a laptop, a completed departmental questionnaire in advance (covering the three key processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming experience required.
Target Audience
- Teams in administration, accounting, legal, purchasing, warehousing, and customer service within mid-sized enterprises, 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
