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 Duração 21 horas

Programa do Curso

  • Day 1: Universal Foundations
    • Current Capabilities of Claude
      • Beyond Chatbots: An overview of chat, projects, artifacts, Cowork, and skills
      • Understanding limitations, common errors, and the role of human review
      • Aligning capabilities with responses from the departmental questionnaire
      • Exercise: Each participant identifies the two tasks that consume the most time.
    • Practical Prompting Techniques
      • Defining role, task, context, examples, and output format
      • Iterative refinement versus starting from scratch
      • Developing templates for recurring tasks
      • Exercise: Collaborate with Claude to draft a response to a typical business email from your own mailbox.
    • Projects and Custom Knowledge Bases
      • Establishing one project per department containing price lists, catalogs, templates, and rules
      • Logical file naming and maintaining up-to-date content
      • Team sharing protocols and permission management
      • Exercise: Create a departmental project with three real documents and test it with five specific questions.
    • Connectors and Initial Automations
      • Integration with Outlook, OneDrive, or SharePoint
      • Drafting replies rather than auto-sending messages
      • Overview of Cowork and skills for team collaboration
      • Exercise: Use Claude to organize three pending emails from the mailbox and review the generated draft replies.
    • Outcome: All participants work confidently with Claude, and each team has its own department project with real documents.
  • Day 2: Department Focus on Administration, Finance, and Legal
    • Contracts and Documentation
      • Reviewing contracts, comparing versions, and highlighting changes
      • Drafting contracts from templates (not a substitute for legal advice)
      • Extracting deadlines and obligations into structured lists
      • Exercise: Compare a contract draft with its previous version and generate a change log.
    • Invoices and Receipts
      • Cleanly extracting data from invoices and receipts
      • Reconciling invoices against purchase orders and terms
      • Preparing deviation lists for approval
      • Exercise: Convert five receipts into a table and flag any discrepancies with the purchase order.
    • Financial Data, Overviews, and Liquidity
      • Analyzing and explaining Excel data
      • Creating liquidity overviews from open items
      • Verifying calculation paths and recalculating results
      • Exercise: Generate a due-date overview with brief comments from an open items list.
    • Recurring Administrative Workflows
      • Identifying weekly recurring workflows
      • Developing skills for standard processes
      • Defining control steps
      • Exercise: Build a skill for a standard departmental workflow and test it on two scenarios.
    • Outcome: Administration and finance teams each implement one workflow enhanced by Claude and validate a specific skill.
  • Day 3: Department Focus on Procurement, Warehousing, and Customer Service
    • Inquiries and Quotations
      • Responding to catalog and pricing inquiries using stored data
      • Drafting quotations and follow-ups with consistent quality
      • Generating Excel files with formulas for calculations
      • Exercise: Answer a real inquiry using the catalog and price list, then verify the calculation.
    • Warehousing, Goods Receipt, and Inventory
      • Recording goods receipt from photos and delivery notes
      • Reconciling stock lists with purchase and sales data
      • Identifying recurring errors in inventory management
      • Exercise: Reconcile two stock lists and generate a discrepancy report.
    • Multilingual Customer Communication
      • Drafting replies in German, English, and other languages
      • Maintaining tone and technical terminology via the departmental project
      • Preparing conversation notes and call briefings
      • 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
      • Outlook on Cowork and skills for the entire team
      • Assigning responsibilities for next steps
      • Exercise: Collaboratively create a prioritized use case matrix for all departments.
    • Outcome: Each department finalizes at least one concrete, faster workflow and identifies the next steps toward automation.

Requisitos

  • A Claude account (Team or Enterprise plans recommended), a laptop, a pre-completed departmental questionnaire (detailing the three most critical processes, current tools, and planned changes), and anonymized sample documents for each department.
  • No programming expertise is required.

Target Audience

  • Teams in administration, accounting, legal, procurement, warehousing, and customer service within mid-sized companies, ranging from beginners to advanced users.

Treinamento Corporativo Personalizado

Soluções de treinamento projetadas exclusivamente para empresas.

  • Conteúdo Personalizado: Adaptamos o programa e os exercícios práticos aos objetivos e necessidades reais do seu projeto.
  • Horário Flexível: Datas e horários adaptados à agenda da sua equipe.
  • Formato: Online (ao vivo), In-Company (em suas instalações) ou Híbrido.
Investimento

Preço por grupo privado, treinamento online ao vivo, a partir de 3900 € + VAT*

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