I'm interested »
In-house training »
Online courses »
Course details (PDF) »Claude For Business Training Course
Master AI-Powered Productivity Using Claude
Course Details & Enrolment
| Course Details | |
|---|---|
| We deliver in-company training for businesses and organisations. | Enquire Now |
| Course length: 1 day (9.30am - 4.30pm) includes digital copies of materials & certification | |
Benefits
After attending this course, you will understand:
- Use Claude confidently for daily business tasks, drafting, research, analysis, summarisation, and communication
- Write prompts that consistently produce high-quality, accurate, and well-structured outputs
- Understand how Claude’s thinking works and apply prompt techniques that unlock deeper reasoning for complex business decisions
- Create professional business deliverables, documents, presentations, spreadsheets, reports, and interactive dashboards, directly within Claude
- Conduct comprehensive research using Claude’s integrated web search and Deep Research capabilities, with appropriate source verification
- Organise your work systematically using Projects, custom instructions, and reusable Skills that save time and ensure consistency across your team
- Connect Claude to the tools you already use, including Gmail, Google Drive, Slack, Asana, Canva, and Excel, and build workflows that span multiple platforms
- Delegate multi-step file management and automation tasks to Claude using Cowork, with full awareness of how to review, verify, and govern autonomous actions
All attendees receive attendance certification and a digital copy of course materials
Course Overview
Anthropic Claude has become the AI assistant of choice for professionals who need reliable, high-quality outputs in a business environment. It is rapidly becoming a standard enterprise tool and organisations that build Claude proficiency now will hold a decisive advantage.
Claude’s reputation for producing natural, human-quality writing with fewer errors and more professional judgment makes it particularly well suited to business users whose daily work centres on communication, analysis, and decision-making.
This one-day intensive course for teams seeking deeper capability. The course takes participants from prompting through to delegating autonomous multi-step workflows with Claude’s Cowork agent.
The course covers every major Claude feature relevant to non-technical business users: conversational prompting, web search, Artifacts, file creation and analysis, Projects, Skills, Connectors, Claude in Excel, Claude in Chrome, and Cowork. Each feature is introduced in a logical sequence that builds confidence before advancing to the next level of capability.
The course is entirely practical. Every session includes hands-on exercises drawn from real business scenarios, and participants are encouraged to work on tasks from their own jobs throughout the day.
Rather than learning about AI in the abstract, you will produce actual outputs, documents, research reports, presentations, workflows, and automation plans, that you can put to use the moment you return to your desk. Data handling, privacy, and responsible AI use are embedded throughout every module, so participants leave not just capable but confident about when and how to use Claude appropriately.
By the end of the course, you will not only know how to use Claude, but you will also have a working practice for integrating it into your professional routine.
Course Programme
Claude Essentials
- An overview of Claude: what it is, how it works, and why it’s different from other AI tools
- Using Claude across web, desktop app and mobile
- Subscription plans explained: Free, Pro, Team, and Enterprise - what each includes and when to upgrade
- Models available: Sonnet, Opus, and Haiku - which to use and when
- Data handling and privacy: what Claude does with your inputs, and what this means for your organisation
- What information should never be shared with any AI tool, and why
- Organisational AI use policies: how to align Claude use with your employer’s guidelines
- Managing expectations: understanding hallucination, how to verify outputs, and building good verification habits
- Keeping up to date: how to track Claude’s rapid feature releases
Prompting: Standard & Advanced
- How to structure a prompt effectively: clarity, context, specificity and format instructions
- Iterative refinement: how to improve Claude’s output through follow-up and feedback
- Specifying tone, style, and audience to match your professional context
- Providing examples and constraints to guide Claude’s responses
- Understanding Claude’s thinking spectrum, from quick responses to deeper, more deliberate analysis
- Prompt patterns that trigger deeper reasoning: step-by-step analysis, multiple perspectives, and criteria-based evaluation
- Red-teaming your own outputs: using Claude to challenge its own conclusions and surface blind spots
- Prompting for complex business tasks: financial analysis, risk assessment, strategic decisions, and document review
- Evaluating Claude's outputs: how to spot errors, gaps, and overconfidence
- Using built-in prompt tools and templates to increase efficiency for repetitive tasks
Creating Deliverables: Artifacts & File Handling
- What Artifacts are and how they differ from conversational responses
- Creating and iterating on Artifacts: formatted documents, charts, diagrams, and interactive elements
- Requesting specific file formats: Word documents, PowerPoint presentations, Excel spreadsheets, and PDFs
- Uploading and analysing business documents: PDFs, CSVs, images, and text files
- Working with datasets: extracting insights, spotting errors, and generating visualisations
- Sharing and publishing Artifacts: downloading files and sharing as web links
- Working with images and screenshots: extracting text, analysing content, and generating summaries
- Version control through conversation history: how to revisit and iterate on previous outputs
- Practical exercise: produce a formatted business report, a data visualisation, and a presentation deck
Expanding Claude’s Capability: Web Search & Deep Research
- How Claude’s integrated web search works: when Claude searches, how results are cited, and how to interpret source references
- Using web search for business research: competitor analysis, market intelligence, regulatory updates, and prospect research
- Evaluating and verifying search-based outputs: understanding source quality and citation limits
- Deep Research explained: how Claude coordinates multiple sources to produce comprehensive research reports
- When to use Deep Research versus standard conversation, and how to get the most from each
- Framing effective research queries for complex topics: briefing documents, market analyses, and regulatory summaries
- Reviewing, refining, and acting on Deep Research outputs
- Practical exercise: use web search to prepare for a client meeting; use Deep Research to produce a competitive intelligence briefing
Systematic Working: Projects, Memory & Preferences
- What Projects are and how they transform ad-hoc Claude use into organised, repeatable workflows
- Creating a Project: setting custom instructions that tailor Claude’s behaviour to your context
- Uploading reference documents to Projects: giving Claude persistent context across conversations
- Team sharing and permissions: how to collaborate on Projects and control who can view or edit
- Claude’s memory and user preferences: personalising Claude’s outputs for your role, style, and organisation
- Organising conversations: managing chat history and using conversation search to find previous work
- Transitioning from individual use to team-level workflows using shared Projects
- Practical exercise: create a Project for a real workstream with custom instructions and reference materials
Advanced Workflows: Skills, Connectors & Integrations
- Skills explained: what they are, how they work, and why they matter for consistency and efficiency
- Exploring pre-built Skills for common business functions: sales, legal, finance, marketing, and customer support
- Creating a simple custom Skill through conversation and with no technical knowledge
- Enabling and configuring Connectors: Gmail, Google Drive, Slack, Asana, Notion, Canva or Salesforce
- Building practical workflows that span Claude and connected tools
- Claude in Excel: AI-powered formula creation, data analysis, and financial modelling within your existing spreadsheets
- Claude in Chrome: browser automation for web-based tasks, with guidance on safe usage and permission settings
- Governance and data flow considerations: understanding what data moves where, and how to manage integration access responsibly
- Practical exercise: create a custom Skill, connect Claude to a business tool, and complete a multi-tool workflow
Autonomous Productivity: Cowork & Agent Workflows
- Agentic AI explained in plain English: what it means for Claude to take actions on your behalf
- Setting up Cowork: granting folder access, configuring permissions, and understanding the sandbox model
- Delegating file management tasks: organising, renaming, creating, and compiling files autonomously
- Role-specific plugins: using Cowork’s built-in automation tools for sales, legal, finance, marketing, and customer support
- Combining Cowork with Connectors and Claude in Chrome for end-to-end workflows spanning local files and web services
- Reviewing and verifying Cowork’s planned actions before execution and checking results afterwards
- Understanding the research preview status: current capabilities, known limitations, and how to work around them
- Security awareness: prompt injection risks, file deletion safeguards, and best practices for safe autonomous use
- Practical exercise: set up a Cowork workspace, delegate a file workflow, and use a role-specific plugin to complete a business task
Audience
This course is designed for business professionals who want to use Claude productively in their day-to-day work. It is suitable for participants across all functions including marketing, sales, operations, finance, legal, HR, customer support, and executive leadership; and all seniority levels, from team members to senior managers and directors.
No prior experience with AI tools is required, and no technical or coding knowledge is assumed at any point.
The course is designed specifically for non-technical users, and every feature is taught through practical business applications.
Trainer
The Claude For Business Course will be led by Mark Barrett.
Mark has worked in AI and business automation for over 10 years, helping organisations harness the power of artificial intelligence and automation to transform their operations.
He holds an AI certification from Oxford Business School and is the founder of Automation Outcomes, a consultancy specialising in AI-enabled automation and Microsoft Power Platform implementations for SMEs and professional services firms.
Mark has extensive hands-on experience creating AI solutions with customers using Claude and other frontier models. His practical, business-focused approach ensures that attendees leave with actionable skills they can apply immediately, whether they are looking to streamline workflows, improve productivity, or develop an AI strategy for their organisation.
Read about Mark Barrett »
