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 Duration 7 hours

Course Outline

  • Day 1: Transitioning from recurring workflows to skills
    • Levels of interaction with Claude
      • Chat, instructions, memory, projects, skills, and agents
      • Assigning the appropriate content to each level to avoid conflicts
      • Review of completed skills by Anthropic, including examples for Word, Excel, and PowerPoint
      • Exercise: Audit your existing standing instructions and identify components suitable for skill extraction.
    • Identifying suitable workflows
      • Evaluation criteria: frequency, fixed steps, and consistent output format
      • Practical examples from administration, procurement, HR, and project management
      • Defining input materials and desired outcomes
      • Exercise: Select two potential workflows for your own skill and provide a brief description.
    • Anatomy of a skill
      • Defining the applicability context for the skill
      • Structuring the workflow with clear steps and checkpoints
      • Including good vs. bad examples, templates, and reference documents
      • Collaborating with Claude to draft the skill
      • Exercise: Draft the initial version of your selected skill.
    • Testing and optimization
      • Creating three to five test cases with defined expected results
      • Addressing common pitfalls, such as overly broad descriptions or missing constraints
      • Comparing different versions for performance
      • Exercise: Test your skill against three real-world cases and save an improved iteration.
    • Collaborative skill management
      • Sharing protocols for Team and Enterprise plans, including approvals and responsibilities
      • Establishing naming conventions, version control, and maintenance routines
      • Integrating skills with connectors and Cowork
      • Exercise: Share your skill with the team and have a colleague execute it.
    • Outcome: Each participant will possess a tested skill for a genuine recurring task, shared within the team, along with a list of potential candidates for future automation.

Requirements

  • A Claude account (Pro, Team, or Enterprise) with skills enabled, familiarity with Claude projects, and two to three recurring tasks with available examples.
  • No programming experience is required.

Audience

  • Specialist and key users seeking to manage recurring team tasks with consistent quality and uniformity using Claude.

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