AI for the Workplace with Claude

Module 1: Getting Started with Claude AI

• Explain how Claude works in plain language.
• Identify the model tiers, plans, and key parts of the claude.ai interface.
• Practice starting a first conversation with Claude.

Module 2: Prompting Fundamentals & Working with Files

• Identify the core parts of an effective prompt, including context, task, format, constraints, and examples.
• Apply prompting across writing, summarization, analysis, research, and creative problem-solving.
• Work with images, PDFs, spreadsheets, screenshots, and handwritten notes in Claude.

Module 3: Projects — Organizing Ongoing Work

• Explain how Projects use custom instructions, knowledge bases, and RAG to organize ongoing work.
• Write effective Project instructions for real workplace tasks.
• Create a Project using real work documents.

Module 4: Artifacts, Skills, and Memory

• Create reusable deliverables with Artifacts.
• Customize how Claude communicates using Skills, custom instructions, and persistent context with Memory.
• Apply usage management tips to extend plan value.

Module 5: Intermediate Prompting & Advanced Features

• Use role-based prompting, chain-of-thought, and multi-step workflows.
• Apply advanced features such as web search, Extended Thinking, and the “You Ask Me” technique.
• Practice advanced prompting with real work scenarios.

Module 6: Claude vs. Other AI Tools

• Compare Claude with tools such as Copilot, Gemini, and ChatGPT.
• Choose the right tool for different types of work.
• Recognize data privacy considerations and organizational AI policies.

Module 7: Introduction to Claude Cowork

• Explain what Claude Cowork is and how it differs from claude.ai.
• Read, write, and manage files from the desktop environment.
• Complete a first Cowork task.

Module 8: Building Your Context System

• Build three foundational files: about-me, brand-voice, and working-style.
• Distinguish between Global Instructions and Folder Instructions.
• Use the AskUserQuestion workflow to improve context and outputs.

Module 9: Guardrails, Permissions, and Safe Use

• Configure file access controls, network egress, and privacy settings.
• Recognize prompt injection risks and mitigation strategies.
• Set up safety settings for secure use.

Module 10: Connectors, Claude for Chrome, and Office Add-Ins

• Connect tools such as Slack, Google Drive, Gmail, and more through MCP.
• Use Claude for Chrome, Claude for Excel, and Claude for PowerPoint.
• Build a multi-tool workflow across connected applications.

Module 11: Plugins and Scheduled Tasks

• Install domain-specific Plugins for functions such as Data, Marketing, HR, Finance, and Project Management.
• Use slash commands and recurring automations.
• Create a Scheduled Task and test a Plugin workflow.

Module 12: Industry Applications

• Apply Claude across role-specific scenarios in Data, Marketing, HR, Operations, Project Management, and Finance.
• Complete practical workflows using real files.
• Adapt Claude workflows to different job functions.

Module 13: Capstone — Build Your Personal Claude System

• Audit job tasks and identify high-value Claude use cases.
• Configure a personal Claude system and connect relevant tools.
• Run a complete end-to-end workflow that produces a real deliverable.

Module 14: Wrap-Up and Next Steps

• Review Claude’s limitations and available resources.
• Create a Week 1 action plan for applying what was learned.
• Identify next steps for continued use and improvement.