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Duration 14 hours
Course Outline
- Day 1: Mastering Claude for Daily Business Operations
- Onboarding and Objective Setting
- Assessment of each participant's current status and available license tiers
- Participants will bring one specific use case to develop over the two-day period
- Overview of Claude's current capabilities and recognized limitations
- Exercise: Document the personal use case on a card, specifying the goal, input data, and desired outcome.
- Foundations of Language Models
- Understanding tokens and context windows (the volume of text processed simultaneously)
- Why identical queries can yield varying responses
- Mitigating model hallucinations and controlling output accuracy
- Comparison matrix of Haiku, Sonnet, and Opus models based on quality, speed, and usage limits
- Determining when Claude, Copilot, or ChatGPT is the superior choice
- Exercise: Execute the same task using two different models and evaluate results for quality and speed.
- Crafting Effective Prompts and Context
- Core components of robust prompts: role, task, context, examples, format, and constraints
- Enabling Claude to ask clarifying questions before executing tasks
- Techniques for summarizing, comparing long documents, and extracting supporting text
- Integrating review steps directly into prompt instructions
- Exercise: Refine a weak prompt from daily work through three iterative rounds and compare versions side-by-side.
- Projects as Shared Knowledge Bases
- Optimal separation of project instructions and knowledge files
- Centralized storage of house styles, product knowledge, and templates
- Segregating team-specific and private areas to isolate sensitive content
- Verifying, correcting, and disabling memory features as needed
- Exercise: Create a project for your use case, including one instruction set and three knowledge files.
- Artifacts, File Management, and Analysis
- Generating reports, tables, charts, and presentation drafts as artifacts
- Querying and analyzing Excel, PDF, and Word documents
- Using analysis tools for calculations and performing manual spot-checks
- Exporting, publishing, and sharing artifacts within the team
- Exercise: Create an analysis with a chart and brief commentary based on an anonymized Excel dataset.
- Day 1 Outcome: Each participant will have a configured project for their use case, two improved templates, and a first artifact built from real material.
- Onboarding and Objective Setting
- Day 2: Expanding Claude’s Capabilities with Skills, Connectors, Cowork, and Routines
- Ecosystem Overview
- Deployment environments: chat, desktop app, Claude in Chrome, Cowork, and Claude Code
- Definitions of skills, connectors, MCP, and routines
- Simplified explanation of agents: AI-driven workflows utilizing tools
- Live demonstration from concept to completed skill
- Exercise: Map your use case to the appropriate layer and justify the selection.
- Developing the First Custom Skill
- Skill structure: description, applicability criteria, workflow, examples, and templates
- Iterative writing and refinement of skills with Claude’s assistance
- Testing procedures using three real-world scenarios
- Team strategies for sharing and maintaining skills
- Exercise: Each participant will build a skill for their specific use case, such as drafting replies in house style or generating review reports.
- Connectors and Integrated Services
- Linking Microsoft 365 or Google Workspace, file storage, and calendars
- Maintaining minimal necessary permissions
- Identifying hidden instructions in emails or documents (prompt injection risks)
- Exercise: Connect a service and execute a task spanning mailbox and calendar, such as preparing for the next meeting.
- Claude Cowork and Automated Routines
- Task delegation via Cowork, with access to designated folders
- Monitoring plans, tracking progress, and reviewing interim results
- Scheduled tasks, such as daily morning summaries or weekly reports
- Implementing approval gates before sending or deleting content
- Exercise: Configure a routine for a daily overview and jointly evaluate the initial execution.
- Team Protocols and 30-Day Roadmap
- Guidelines on permissible uploads and restricted data types
- Maintaining shared skills and projects, including responsibility allocation
- Distribution of model comparison matrix and reference sheets as handouts
- Exercise: Draft a personal 30-day plan comprising three concrete action steps.
- Day 2 Outcome: Each participant will leave the course with a functional skill, a connected connector, a configured routine, and a 30-day plan.
- Ecosystem Overview
Requirements
- A laptop equipped with an up-to-date browser, a valid Claude account (Pro, Team, or Enterprise tier). The Claude desktop application is recommended, along with a specific use case derived from daily operations.
- No programming knowledge is required.
Target Audience
- Professionals in administration, finance, procurement, HR, project management, and process management who are adopting or evaluating Claude and seek to utilize advanced features beyond basic chat interactions.
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
