Getting Work Done with Claude: Skills, Connectors, Data, Dashboards and Motion (Intermediate)
In this intermediate course you will go beyond using Claude as another chatbot. This course will teach you how to work with Claude’s specific toolkit to take your processes further.
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Course Overview
1 day course
Certificate of Attendance
Private
Claude is considered the most powerful of all the Gen AI platforms - and for good reason. In this interactive course, you’ll learn what makes Claude distinct and how to use it more effectively.
You’ll move beyond basic prompting to explore Projects, Connectors and Plugins, as well as learn how to use Claude Skills, with practical exercises teaching you how to write your custom Skills.
The course focuses on how Connectors can link Claude to everyday tools such as OneDrive, Google Drive, Canva, Slack and more. We’ll delve into how Claude and data work together. Using structured and unstructured data, and a blend of the two, you’ll learn how versatile Claude is in different business contexts.
In the practical exercises, you’ll build your own dashboard in Claude using a mix of data sources, before exploring how to turn insights into branded PowerPoint presentations using Claude’s design capabilities. Through our practical “listen, see, do” approach, you’ll watch live demonstrations, apply what you’ve learnt and gain the confidence to build more effective workflows and create valuable business outputs.
Our Getting Work Done with Claude: Skills, Connectors, Data, Dashboards and Motion (Intermediate) course is available as a private training session that can be delivered virtually or at a location of your choice in the UK.
What you'll learn
By the end of this course, you will be able to:
- Understand how Claude differs from other AI models and pivot from rigid prompting to a productive working dialogue
- Create and deploy custom 'Skills' to automate repetitive business tasks and ensure consistent output quality
- Install and configure the Claude 'Cowork' desktop application to execute multi-step tasks with appropriate safety guardrails
- Build and leave with a library of personalised workflows and complete conversation histories ready for immediate use
- Set up and configure Claude 'Projects' to provide persistent context, tone-of-voice / style guidelines and role-specific knowledge
- Securely integrate Claude 'Connectors' with everyday applications like OneDrive, Google Drive, Canva, Slack and more
- Combine structured and unstructured data sources to uncover deep strategic insights rather than simple summaries
Course agenda
Beyond the Chatbot: How Claude Works Differently
- Brief Introduction to Claude
- What is Claude and why is it so popular
Claude Connectors: Unifying Your Tool Stack
- Exploring the connector library for seamless background integration
- Linking Claude directly to tools you already use, including OneDrive, Google Drive, Canva, Notion, Miro and more
- Building cross-platform automated workflows
Claude Skills
- Exploring Connectors, what are they, why they are useful and how to make live connections to other apps and services
- Claude Skills - exploring, using and writing your own Skills in Claude
- The anatomy of a custom 'Skill' and how to write your own
- Turning manual tasks into an automated, persistent skill
- Scheduled tasks - setting up repeatable workflows, assessing their results and iterating on them
Multi-Modal Data: From Summary to Strategy
- Moving beyond simple spreadsheet reviews to analyse complex, varied data
- Combining structured data with unstructured sources like PDFs, web pages and emails
- Training Claude to extract hidden insights and formulate an actionable business strategy
Using Claude Design (PowerPoint focused)
- Understanding the options that Claude Design opens up to you (even if you’re not a designer)
- Using Claude Design and PowerPoint to turn conversations into outputs
- Exploring what a brand toolkit is and how it can help you produce presentations that match your company’s house style
Using Claude Motion
- What is Claude Motion, and what is possible with it
- Making your first artifact in Claude Motion
- Implementing an iteration workflow directly in Claude Motion
Collaborative Show and Tell & Deep Dives
- Group project: applying 'Projects', 'Skills' and 'Connectors' to a live business scenario
- Live show and tell session to critique workflows and review generated artifacts
- Final Q&A, troubleshooting and reflective discussion on desk implementation
Who it's for
This course is perfect for:
- This course is designed for professionals across all business functions including marketing, operations, sales, HR and finance - who already use Claude
Prerequisites
- You must be able to install the Claude app on your laptop or already have the Claude app installed
- Installing the Claude app must be allowed by your company’s IT policy / department
- Your laptop must meet the minimum requirements to run the Claude app
BOOK THIS COURSE
Private training for your team
Bring our expert-led training to your team alone, on dates that suit you. Run it live online or in person at a location of your choice, following the standard agenda or shaped around your goals.
Private Course
An exclusive session for your team, led by one of our expert trainers. You choose the dates, format and location, and we'll make sure the day fits what your team needs to achieve. Get in touch to plan it with our team.
- Just your team in the room
- Your dates, online or in person
- Content tailored if you need it