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Duration 21 hours
Course Outline
- Day 1: Universal Foundations
- Current capabilities of Claude
- Beyond the chatbot: Overview of chat, projects, artifacts, Cowork, and skills
- Understanding limitations, common errors, and the role of human oversight
- Aligning capabilities with the insights from the departmental questionnaire
- Exercise: Participants identify the two most time-consuming tasks in their roles.
- Effective prompting strategies
- Structuring prompts with role, task, context, examples, and output format
- Iterative refinement techniques instead of restarting from scratch
- Developing templates for recurring tasks
- Exercise: Collaborate with Claude to draft a response to a typical business email from your inbox.
- Projects and custom knowledge bases
- Creating a dedicated project per department containing price lists, catalogs, templates, and rules
- Best practices for file naming and maintenance
- Managing team sharing and permissions
- Exercise: Set up a departmental project with three real documents and pose five test questions.
- Connectors and initial automations
- Linking Claude to Outlook, OneDrive, or SharePoint
- Drafting replies rather than auto-sending messages
- Introduction to Cowork and team skills
- Exercise: Use Claude to organize three pending emails and review the suggested replies.
- Outcome: All participants gain confidence in using Claude, and each team establishes a dedicated departmental project populated with actual documents.
- Current capabilities of Claude
- Day 2: Focus for Administration, Finance, and Legal
- Contract and document management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates as a supplement to, not a replacement for, legal advice
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a draft contract with its previous version and generate a list of modifications.
- Invoice and receipt processing
- Cleanly extracting data from invoices and receipts
- Matching invoices against orders and terms
- Compiling discrepancies for approval review
- Exercise: Transcribe five receipts into a table and flag any deviations from the original order.
- Figures, overviews, and liquidity management
- Explaining and preparing Excel analyses
- Generating liquidity overviews from open items
- Verifying calculation logic and recalculating results
- Exercise: Create a due-date overview with brief comments based on an open items list.
- Recurring administrative workflows
- Identifying weekly repeating processes
- Developing skills for standard workflows
- Defining necessary control steps
- Exercise: Build a skill for a standard departmental workflow and test it on two cases.
- Outcome: Administration and finance teams each implement one faster workflow using Claude, supported by a tested skill.
- Contract and document management
- Day 3: Focus for Procurement, Warehousing, and Customer Service
- Inquiries and quotations
- Responding to catalog and price inquiries using stored price lists
- Drafting quotes and follow-ups with consistent quality
- Preparation of calculations as Excel files with formulas
- Exercise: Answer a real inquiry using the catalog and price list, then verify the calculations.
- Warehouse, goods receipt, and stock management
- Recording goods receipts from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring stock error sources
- Exercise: Reconcile two stock lists and generate a list of discrepancies.
- Multilingual customer communication
- Drafting replies in German, English, and other languages
- Ensuring consistent tone and technical terminology via the departmental project
- Preparing conversation notes and call preparations
- 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
- Overview of Cowork and skills for the entire team
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix covering all departments.
- Outcome: Every department identifies at least one concrete workflow for immediate speed-up, along with clear next steps toward automation.
- Inquiries and quotations
Requirements
- Requirement of a Claude account (Team or Enterprise edition recommended), a laptop, a pre-completed departmental questionnaire (covering key 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.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
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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
