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: Core Foundations
- Current Capabilities of Claude
- Beyond Chatbots: An overview of chat, projects, artifacts, Cowork, and skills
- Limitations, common errors, and the importance of human oversight
- Aligning features with insights from the department questionnaire
- Exercise: Identify the two most time-consuming tasks for each participant.
- Practical Prompt Engineering
- Defining role, task, context, examples, and desired output format
- Iterative refinement techniques rather than restarting prompts
- Developing templates for repetitive tasks
- Exercise: Collaborate with Claude to respond to a typical business email from your inbox.
- Projects and Custom Knowledge Bases
- Setting up a dedicated project per department with price lists, catalogs, templates, and rules
- Best practices for file naming and maintenance
- Team sharing protocols and permission settings
- Exercise: Create a department project with three real documents and test it with five questions.
- Connectors and Initial Automations
- Integration with Outlook, OneDrive, or SharePoint
- Generating reply drafts instead of auto-sending
- Introduction to Cowork and team skills
- Exercise: Use Claude to categorize three pending emails and review the suggested replies.
- Outcome: Participants gain confidence in using Claude, and each team establishes a department project with real documents.
- Current Capabilities of Claude
- Day 2: Department Focus – Administration, Finance, and Legal
- Contracts and Documentation
- Reviewing contracts, comparing versions, and highlighting changes
- Creating contract drafts from templates (not a substitute for legal advice)
- Extracting deadlines and obligations into structured lists
- Exercise: Compare a draft contract with a previous version to generate a change log.
- Invoices and Receipts
- Accurate data extraction from invoices and receipts
- Verifying invoices against purchase orders and terms
- Compiling discrepancies for approval
- Exercise: Process five receipts into a table and flag deviations from orders.
- Financial Overviews and Liquidity
- Interpreting and preparing Excel-based analyses
- Generating liquidity overviews from open items
- Validating calculation methods and recalculating
- Exercise: Create a due-date overview with brief comments from an open items list.
- Recurring Administrative Processes
- Identifying weekly recurring workflows
- Creating a skill for standard processes
- Defining validation steps
- Exercise: Develop a skill for a standard department workflow and test it with two cases.
- Outcome: Administration and finance teams each identify one accelerated workflow and a validated skill.
- Contracts and Documentation
- Day 3: Department Focus – Procurement, Warehousing, and Customer Service
- Inquiries and Quotations
- Responding to catalog and price inquiries using stored data
- Drafting quotes and follow-ups with consistent quality
- Generating Excel files with formulas for calculations
- Exercise: Answer a real inquiry using catalog/price data and verify the calculation.
- Warehousing, Goods Receipt, and Inventory
- Logging goods receipt via photos and delivery notes
- Reconciling stock lists with purchase and sales records
- Identifying recurring inventory errors
- Exercise: Reconcile two stock lists and generate a discrepancy report.
- Multilingual Customer Communication
- Drafting responses in German, English, and other languages
- Maintaining tone and technical terminology via the department project
- Preparing conversation notes and call briefings
- Exercise: Respond to a customer inquiry in two languages and verify technical terms.
- Use Case Matrix and Future Steps
- Prioritizing ideas based on effort versus benefit
- Overview of Cowork and team-wide skills
- Assigning responsibilities for next steps
- Exercise: Collaboratively create a prioritized use case matrix for all departments.
- Outcome: Each department has at least one optimized workflow, and the team is prepared for the next automation steps.
- Inquiries and Quotations
Requirements
- A Claude account (Team or Enterprise editions recommended), a laptop, a completed department questionnaire (highlighting top three processes, current tools, and upcoming changes), and anonymized sample documents for each department.
- No programming experience is necessary.
Target Audience
- Teams in administration, accounting, legal, procurement, warehousing, and customer support 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
