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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current Capabilities of Claude
- Beyond the chatbot: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the need for human oversight
- Mapping capabilities to answers from the pre-work department questionnaire
- Exercise: Identify the two most time-consuming tasks for each participant.
- Effective Prompting Techniques
- Structuring prompts with role, task, context, examples, and desired output format
- Iterative refinement strategies instead of restarting
- Developing templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email.
- Projects and Custom Knowledge Bases
- Setting up one project per department to house price lists, catalogs, templates, and rules
- Best practices for file naming and maintaining up-to-date documents
- Managing team sharing and permissions
- Exercise: Create a departmental project containing three real documents and run five test queries.
- Integrations and Initial Automations
- Connecting Outlook, OneDrive, or SharePoint
- Drafting replies rather than auto-sending messages
- Introduction to Cowork and team-level skills
- Exercise: Use Claude to categorize three open emails and review the drafted responses.
- Outcome: All participants gain confidence in using Claude, and each team establishes a departmental project using actual documents.
- Current Capabilities of Claude
- Day 2: Department Focus – Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates while recognizing the limits of AI vs. 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
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Compiling lists of discrepancies for approval
- Exercise: Process five receipts into a table and flag deviations from the order.
- Financial Data and Liquidity
- Interpreting and preparing Excel analyses
- Creating liquidity overviews from open items
- Verifying calculation paths and recalculating as needed
- Exercise: Generate a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly repetitive processes
- Developing skills for standard workflows
- Defining necessary control steps
- Exercise: Build and test a skill for a standard departmental workflow using two case studies.
- Outcome: Administration and finance teams each implement one accelerated workflow using Claude and a tested skill.
- Contracts and Documentation
- Day 3: Department Focus – Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored data
- Drafting consistent quotes and follow-ups
- Generating Excel files with formulas for calculations
- Exercise: Answer a real inquiry using catalog data and verify the calculations.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipt from photos and delivery notes
- Reconciling stock lists with purchase and sales data
- Identifying recurring sources of inventory errors
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting replies in German, English, and other languages
- Ensuring tone and technical accuracy via the departmental project
- Preparing conversation notes and call scripts
- Exercise: Respond to a customer inquiry in two languages and verify technical terminology.
- Use Case Matrix and Next Steps
- Prioritizing ideas based on effort and potential benefit
- Exploring Cowork and skills for broader team adoption
- Assigning responsibilities for implementation
- Exercise: Collaborate to create a prioritized use case matrix for all departments.
- Outcome: Every department identifies at least one concrete, faster workflow and understands the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a completed pre-work department questionnaire (covering top three processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming knowledge is required.
Target Audience
- Teams in administration, finance, 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
