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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 importance of human review
- Aligning capabilities with answers from the departmental questionnaire
- Exercise: Each participant identifies the two most time-consuming tasks in their role.
- Practical Prompting Techniques
- Structuring prompts with role, task, context, examples, and desired output format
- Iterative refinement rather than starting from scratch
- Creating templates for recurring tasks
- Exercise: Collaboratively draft a response to a typical business email from your own mailbox using Claude.
- Projects and Custom Knowledge Bases
- Establishing a project per department containing price lists, catalogs, templates, and rules
- Effective file naming conventions and maintenance practices
- 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 with Outlook, OneDrive, or SharePoint
- Generating reply drafts instead of fully automatic sending
- Overview of Cowork and skills for team collaboration
- Exercise: Have Claude categorize three unread emails from your mailbox and review the generated reply drafts.
- Outcome: All participants gain confidence in using Claude, and each team establishes a departmental project with real documents.
- Current Capabilities of Claude
- Day 2: Department Day for Administration, Finance, and Legal
- Contracts and Document Management
- Reviewing contracts, comparing versions, and highlighting changes
- Drafting contracts from templates (not as 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 Processing
- Cleanly extracting data from invoices and receipts
- Matching invoices against purchase orders and terms
- Preparing deviation lists for approval
- Exercise: Transfer five receipts into a table and highlight deviations from the order.
- Financial Data, Overviews, and Liquidity
- Explaining and preparing Excel analyses with Claude
- Generating liquidity overviews from open items
- Verifying calculation paths and recalculating results
- Exercise: Create a due-date overview with brief comments from a list of open items.
- Recurring Administrative Workflows
- Identifying workflows that repeat weekly
- Writing skills for standard workflows
- Defining control steps for quality assurance
- Exercise: Build a skill for a standard departmental workflow and test it on two cases.
- Outcome: Administration and finance teams each secure one faster workflow with Claude and validate a tested skill.
- Contracts and Document Management
- Day 3: Department Day for Procurement, Warehousing, 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 a catalog and price list, then verify the calculation.
- Warehousing, Goods Receipt, and Inventory
- Recording goods receipt using photos and delivery notes
- Reconciling inventory lists with purchase and sales records
- Identifying recurring sources of error in inventory management
- Exercise: Reconcile two inventory lists and generate a list of discrepancies.
- Multilingual Customer Communication
- Generating replies in German, English, and other languages
- Ensuring tone and technical terminology consistency via the departmental project
- Preparing conversation notes and phone call briefs
- Exercise: Respond to 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
- Defining responsibilities for subsequent actions
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department finalizes at least one concrete workflow for immediate efficiency gains, and the team identifies the next steps toward automation.
- Inquiries and Quotations
Requirements
- Claude account (Team or Enterprise edition recommended), a laptop, a pre-completed departmental questionnaire (covering the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department.
- No programming knowledge is required.
Target Audience
- Teams in administration, accounting, legal, procurement, 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
