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Duration 21 hours
Course Outline
- 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.
- Current Capabilities of Claude
- 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.
- Contracts and Documentation
- 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.
- Inquiries and Quotations
Requirements
- 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.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3900 € + VAT*
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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
