A Beginner’s Guide to Using Claude in the Workplace
Curious why everyone is talking about Claude but unsure how it differs from other AI platforms? In this practical course, learn how you can work with Claude in a way that helps you leverage its power and versatility.
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Course Overview
1 day course
Certificate of Attendance
Private
If you’ve tried other AI tools but still treat Claude like just another chatbot, this beginner-friendly course will help you work with it more strategically.
We’ll take you through the capabilities and techniques of using Claude in an array of different business situations. Designed around practical, real-world exercises, the session will walk you through different prompting techniques, how to get deeper insights from Claude using Data. You’ll explore what makes Claude distinctive and how to use its specific strengths in ways that generic AI prompting advice often misses.
Using our “listen, see, do” approach, you’ll combine expert instruction, live demonstrations and hands-on practice, learning to understand how Claude differs from other AI tools and moving from rigid prompt engineering towards more intuitive context engineering.
From there, you’ll discover how to use Claude as a collaborative strategy partner for deep research, value proposition development, data tasks and production planning. By the end of the session, you’ll be confident using advanced features such as Artifacts, Projects and Skills, and leave with a practical workflow for applying Claude’s professional capabilities in your role.
Our Beginner’s Guide to Using Claude in the Workplace course is available as a private training session that can be delivered virtually or at a location of your choice in the US.
What you'll learn
By the end of this course, you will be able to:
- Understand Claude’s specific toolkit - what it allows you to do and where to find it
- Move beyond rigid prompt engineering to setting the right context to get the most out of Claude
- Run deep research and extract actionable insights from complex data
- Collaborate with Claude using advanced features like Artifacts and Projects
- Build more confidence in exploring and experimenting with Generative AI for your own projects and professional needs
- Understand ethical considerations and best practices in AI usage
- Learn different prompting techniques and when it’s appropriate to use them in different business situations
- Use Claude as a practical business and strategy partner for everyday tasks
- Build clear value propositions and structured production plans
- Understand the broader capabilities of Claude Cowork, Skills, and Connectors
- Develop strategic workflows that integrate AI into your daily work
- Identify opportunities for AI implementation in your specific role or industry
Course agenda
Introduction to AI Language Models
- What are AI language models? How Claude fits into the AI landscape
- The potential and limitations of these tools in the workplace
Thinking with AI
- Approaches to prompting - what are the options open to you
- How certain techniques allow you to solve problems in different ways
- Why we need to prompt
- Understanding different types of prompts and their impact on output
- Key principles for writing effective prompts: clarity, specificity, context
- Techniques for refining and iterating on prompts to achieve desired results
Advanced Prompting Techniques & Strategies
- Researching using Claude out-of-the-box and the open internet
- Grounding research in your own documentation - how this can produce more accurate results, and why
- Using Claude to articulate and communicate a value proposition
- Turning a concept into a practical delivery plan
- Go from ideation to strategy using Claude as a thinking partner
AI for Analysis & Insights
- Using AI to analyse text data and extract key insights
- Exploring how AI can assist with report writing and data interpretation
- Leveraging AI for generating concepts and pitches based on provided information
- Applying AI for analysis and concept generation
Introduction to Wider Claude features
- Understand what Connectors are, and why they are useful
- Exploring what Claude Skills can do for you, where to find them and how to use them
- How Plugins in Claude differ from Skills and Connectors
- Understand how Claude design can take your ideas into usable artifacts
- What and how to schedule tasks in Claude so you can run them on autopilot
- See where and how Claude can be used directly in your MS Office apps
Who it's for
This course is designed for professionals across all business functions including marketing, operations, sales, HR, and finance - who are brand new to AI or want to understand why Claude.ai is highly regarded.
No technical background or prior AI experience is required. It is perfect for anyone looking to move away from generic chatbot answers and build a more sophisticated, collaborative workflow with AI.
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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