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Duration 21 hours
Course Outline
- Day 1: Foundational Skills for All Participants
- Current Capabilities of Claude
- Beyond Chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the importance of human review
- Mapping capabilities to the needs identified in the departmental questionnaire
- Exercise: Each participant identifies their two most time-consuming tasks.
- Practical Prompt Engineering
- Defining role, task, context, examples, and output format
- Iterative refinement rather than starting from scratch
- Creating templates for recurring tasks
- Exercise: Draft a response to a typical business email from your own mailbox using Claude.
- Projects and Custom Knowledge Bases
- Setting up one project per department, including price lists, catalogs, templates, and rules
- Logical file naming conventions 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 Automation
- Linking Outlook, OneDrive, or SharePoint
- Drafting replies instead of auto-sending
- Overview of Cowork and team skills
- Exercise: Use Claude to sort three open emails from your mailbox and review the drafted replies.
- Outcome: All participants work confidently with Claude, and each team establishes a department-specific project using real documents.
- Current Capabilities of Claude
- Day 2: Departmental Session for Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (not replacing legal advice)
- Extracting deadlines and obligations into lists
- Exercise: Compare a contract draft with a previous version and generate a change log.
- Invoices and Receipts
- Accurate data extraction from invoices and receipts
- Matching invoices against orders and terms
- Preparing deviation lists for approval
- Exercise: Convert five receipts into a table and flag any deviations from the order.
- Figures, Overviews, and Liquidity
- Explaining and preparing Excel analyses
- Creating liquidity overviews from open items
- Verifying calculation paths and recalculating
- Exercise: Generate a due-date overview with brief comments from an open items list.
- Recurring Administrative Workflows
- Identifying weekly recurring workflows
- 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 identify one workflow accelerated by Claude, supported by a tested skill.
- Contracts and Documentation
- Day 3: Departmental Session for Procurement, Warehouse, and Customer Service
- Inquiries and Quotations
- Responding to 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
- Recording goods receipts from photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring stock 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 terminology via departmental projects
- Preparing meeting notes and call preparation
- Exercise: Respond to a customer inquiry in two languages and cross-check technical terms.
- Use Case Matrix and Next Steps
- Prioritizing collected ideas by effort and benefit
- Outlook on Cowork and team skills
- Assigning responsibilities for next steps
- Exercise: Create a prioritized use case matrix for all departments collectively.
- Outcome: Each department secures at least one concrete workflow with improved efficiency, and the team understands the next steps toward automation.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise tier recommended), a laptop, a completed pre-course departmental questionnaire (detailing three key processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming experience is required.
Target Audience
- Teams in administration, accounting, legal, procurement, warehouse, and customer service within mid-sized companies, 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
