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Claude

Course · Beginner

Claude Foundations
for Work

Work through long documents, draft carefully and organise your thinking with Claude, with habits that keep the output accurate.

Platform
Claude
Level
Beginner
Duration
1 day
Format
Live online
Dates & price
Sent when you register interest
Register interest See the modules

The course in one example

Source documents become a grounded summary you can check.

Long source documents become referenced findings and a summary where every claim points back to a page you can check.

  1. Source documents

    1. Annual report · 64 pp
    2. Policy review · 80 pp
    3. Board minutes · 12 pp

  2. Findings with references

    Key findings

    • Costs up 9% (Report, p. 14)
    • Policy gap on data (Review, §3.2)
    • Decision pending (Minutes, item 4)

  3. Reusable Project

    • Instructions: board style
    • Files: 3 sources attached
    • Reused each month

  4. Grounded summary

    • Costs up 9% — p. 14 matches (Checked)
    • Data gap — §3.2 matches (Checked)
    • Decision date — check minutes (Action needed)

Illustrative example A prepared demonstration of the workflow you learn. It is not live AI output, and the names and figures are examples.

Who it's for

People new to Claude, or moving from another assistant, whose work involves long documents, careful writing or complex reasoning.

Experience needed: None needed with Claude. Comfortable with email and documents is enough.

Problems it solves

If this sounds familiar

  • Long reports and policies that are slow to read and compare
  • Writing that needs care, structure and a consistent standard
  • Re-explaining the same background every time you start a chat
  • Accepting answers without seeing the reasoning behind them

Outcomes

By the end you can

  • Give Claude the context it needs, in the right order
  • Work through long documents and compare versions
  • Set up a Project with reference material you reuse
  • Draft and edit structured documents in your own voice
  • Ask for reasoning you can check, not just answers
  • Know when to verify, rewrite or stop

Modules

How the day runs

4 modules, taught live with hands-on practice in each. Select a module to see its topics.

  1. Working with Claude
  2. Projects and reusable context
  3. Document analysis and structured writing
  4. Judgement and responsible use

1Working with Claude

4 topics
  • How Claude handles long inputs and context
  • Setting the task, audience and standard clearly
  • Asking Claude to plan before it writes
  • Iterating with targeted feedback

2Projects and reusable context

4 topics
  • What a Project is and when to use one
  • Writing Project instructions: audience, tone, rules
  • Choosing what goes in the knowledge base, and what stays out
  • Free account limits and what changes on paid or work plans

3Document analysis and structured writing

4 topics
  • Summaries, comparisons and extraction from long documents
  • Clause-by-clause comparison of two versions
  • Structured drafting: briefs, reports and procedures
  • Editing passes for accuracy and consistency

4Judgement and responsible use

3 topics
  • Checking reasoning and asking for evidence
  • Privacy, confidentiality and your organisation's policy
  • When another tool, or a person, is the better choice

Practical exercises

What you practise

  1. Exercise 1

    Brief Claude on a real task

    Write a structured instruction for a task from your own work and compare the result with a one-line request.

  2. Exercise 2

    Build a reference Project

    Set up a Project with style notes and two example documents, then draft from it.

  3. Exercise 3

    Document comparison

    Compare two versions of a non-confidential policy and explain what changed and why it matters.

  4. Exercise 4

    Structured brief from messy notes

    Turn scattered notes into a brief with purpose, scope and flagged assumptions.

What you will create

Real work, finished during the session

Sample previews · illustrative content, not final course material

ProjectReference project
Instructions
Audience, tone and banned phrases
Knowledge
Policy, template, two past examples
Use
Drafts start from your standards

A Claude Project holding your style notes and key documents, ready to reuse.

AnalysisDocument comparison
Changed
Approval threshold, clause 4.2
Added
Data retention, clause 7
To confirm
Effective date with legal

Two versions of a policy compared clause by clause, with changes explained.

DraftStructured brief
Purpose
Why this work matters now
Scope
In, out and undecided
Assumptions
Three to check before sign-off

A clear brief built from a messy set of notes, with assumptions flagged.

You leave with

  • A working Claude Project with your instructions
  • The document comparison and structured brief you produced
  • A checklist for reviewing long-document answers
  • The prompt planning worksheet

Platform and delivery

Where you learn

Claude

Taught on Claude. Prefer the other platform? See ChatGPT Foundations. About Claude training

Requirements

Before you come

Account

A Claude account. A free account works for the exercises, including Projects (free accounts can create up to five). Usage limits apply, so a paid or work account gives more room in a full-day session.

Equipment

A laptop with a current browser and a stable internet connection, plus two or three non-confidential documents from your own work.

Experience

None needed with Claude. Comfortable with email and documents is enough.

Data

Use only non-confidential material in exercises. We show you how to check your organisation's AI policy and what not to paste into an assistant.

Dates and pricing

How to book

Public sessions

Register interest and we'll email you the next available dates, session times and the price. Nothing is booked until you confirm.

Register interest

Private team sessions

Teams of six or more can book a private session, with exercises adapted to your own work and tools.

About team training

Questions

Before you register

Is this course right for a beginner?

Yes. It assumes no experience with Claude. If you already use ChatGPT, the habits carry over and the exercises show where Claude works differently.

Can I use a free Claude account?

Yes. Free accounts can use Projects, which the course covers, with a limit of five. Usage limits apply over a full day, so a paid or work account gives more room.

Should I take this or ChatGPT Foundations?

Choose the platform your organisation uses. If you have a choice, Claude Foundations suits work built around long documents and careful writing; ChatGPT Foundations suits a broad mix of everyday tasks.

Related courses

Where to go next

All courses
Claude FoundationsRegister interest