Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 21 hours
Course Outline
- Day 1: Foundations for all participants
- Current capabilities of Claude
- Beyond chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Understanding limits, common errors, and the role of human review
- Connecting findings to answers from the departmental questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks in their role.
- Effective prompting in practice
- Structuring prompts with role, task, context, examples, and output format
- Refining outputs iteratively rather than restarting entirely
- Developing templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email from your mailbox.
- Projects and custom knowledge bases
- Setting up one project per department, incorporating price lists, catalogs, templates, and rules
- Best practices for file naming and maintenance
- Team sharing and permission management
- Exercise: Create a departmental project with three real documents and test it with five questions.
- Connectors and initial automations
- Integrating Outlook, OneDrive, or SharePoint
- Generating reply drafts instead of automated sending
- Overview of Cowork and team skills
- Exercise: Use Claude to categorize three open emails and review the generated reply drafts.
- Outcome: All participants work confidently with Claude, and each team has its own department project with real documents.
- Current capabilities of Claude
- Day 2: Departmental focus for administration, finance, and legal
- Contract and document management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (as a supplement, not a replacement, for legal advice)
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a contract draft with a previous version and generate a list of changes.
- Invoices and receipts
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Compiling deviations for approval
- Exercise: Transfer five receipts into a table and mark any deviations from the order.
- Financial figures, overviews, and liquidity
- Explaining and preparing Excel analyses
- Creating liquidity overviews from open items
- Verifying calculation paths and recalculating
- Exercise: Generate an overview sorted by due date with brief comments from an open items list.
- Recurring administrative workflows
- Identifying workflows that repeat weekly
- Writing skills for standard workflows
- Defining control steps
- Exercise: Build a skill for a standard departmental workflow and test it on two cases.
- Outcome: Administration and finance teams each have one workflow that runs faster with Claude and a tested skill.
- Contract and document management
- Day 3: Departmental focus for purchasing, warehouse, and customer service
- Inquiries and quotations
- Answering catalog and price inquiries using stored price lists
- Drafting quotations and follow-ups with consistent quality
- Preparing calculations as Excel files with formulas
- Exercise: Answer a real inquiry using catalog and price list data and verify the calculation.
- Warehouse, goods receipt, and stock management
- Recording goods receipts from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring sources of error in stock records
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual customer communication
- Drafting replies in German, English, and other languages
- Maintaining tone and technical terminology through the departmental project
- Preparing conversation notes and call briefings
- Exercise: Answer a customer inquiry in two languages and cross-check technical terms.
- Use case matrix and next steps
- Prioritizing collected ideas based on effort and benefit
- Outlook on Cowork and skills for the entire team
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix for all departments collectively.
- 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
- A Claude account (Team or Enterprise tier recommended), a laptop, a completed departmental questionnaire (detailing the three most critical processes, current tools, and upcoming changes), and anonymized sample documents relevant to each department.
- No programming experience is required.
Target Audience
- Professionals in administration, accounting, legal, purchasing, warehouse, and customer service within mid-sized organizations, 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
