Claude Foundations for Work
Use Claude for long documents, careful drafting and structured thinking.
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ChatGPT + Claude
Course · Intermediate
AI for Operations
and Productivity
Document how work gets done, build reporting workflows people can follow and remove repetitive steps, with checks that keep the numbers right.
- Platform
- ChatGPT + Claude
- Level
- Intermediate
- Duration
- 1 day
- Format
- Live online
- Dates & price
- Sent when you register interest
The course in one example
Scattered tasks become a repeatable workflow with human checkpoints.
Capture a process that lives in one person’s head, turn it into a written procedure, add validation checks and make it repeatable.
Disconnected steps
Documented workflow
- Export the three sheets
- Combine and convert currency
- Reconcile totals
- Summarise for leadership
Human checkpoints
- Person checks totals vs source (Checked)
- Person confirms currency (Checked)
- Reviewer signs off before send (Checked)
- Backup owner named (Action needed)
Repeatable practice
Monthly report · SOP v1
- Owner + named backup
- Runs the same way each month
- Anyone trained can run it
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
Operations, administration, finance and project staff who run recurring processes and reports.
Experience needed: Some everyday use of ChatGPT or Claude. New users should start with a Foundations course.
Problems it solves
If this sounds familiar
- Processes that live in one person's head
- Monthly reports that take too long and contain avoidable errors
- Repetitive steps nobody has time to fix
- Figures that can't be traced back to their source
Outcomes
By the end you can
- Turn a rough process description into a standard operating procedure
- Design a reporting workflow with clear checks
- Summarise data and explain what changed
- Write handover notes so work isn't stuck with one person
- Spot steps worth automating, and those that aren't
- Keep figures traceable to their source
Modules
How the day runs
4 modules, taught live with hands-on practice in each. Select a module to see its topics.
1Process documentation
4 topics
- Capturing how work is actually done
- Structuring a standard operating procedure
- Writing for the person who has never done the task
- Keeping procedures current
2Reporting workflows
4 topics
- Summaries and variance explanations
- Designing checks into every report
- Working with spreadsheets: what to verify yourself
- Templates for recurring reports
3Repeatable workflows
4 topics
- Finding the steps worth changing
- Prompts, templates and checklists as building blocks
- Handover notes and backup owners
- When automation tools are the better answer
4Quality and safe use
3 topics
- Verifying calculations and totals
- Financial and personal data rules
- Second-person review that doesn't slow things down
Practical exercises
What you practise
- Exercise 1
Procedure from rough notes
Turn a description of a real process into a numbered procedure with owners and checks.
- Exercise 2
Reporting workflow
Design the steps, prompts and checks for one recurring report.
- Exercise 3
Variance explanation
Explain what changed in a sample dataset, then verify every figure.
- Exercise 4
Handover notes
Write the notes a backup person needs to run your process next month.
What you will create
Real work, finished during the session
Sample previews · illustrative content, not final course material
ProcedureOperating procedure
- Purpose
- Monthly report by the 5th
- Steps
- Seven, each with an owner
- Checks
- Totals reconcile to source
A numbered procedure with owner, checks and common mistakes.
WorkflowReporting workflow
- Inputs
- Three source sheets
- Prompt
- Summarise changes over 5%
- Review
- Second person signs off
Export, combine, check, summarise and send, with the prompt for each step.
NotesHandover notes
- Where
- File locations and access
- When
- Key dates and deadlines
- Who
- People to contact
Everything a backup person needs to run the process next month.
You leave with
- A standard operating procedure for one of your processes
- A reporting workflow with prompts and checks
- Handover and review templates
- A list of steps worth changing, ranked
Platform and delivery
Where you learn
ChatGPT or Claude
Taught on ChatGPT or Claude: each group uses the platform its organisation provides. Tell us which when you register interest, and we'll confirm the delivery option.
Requirements
Before you come
Account
A ChatGPT or Claude account, whichever your organisation uses. Free accounts work for the exercises; usage limits apply. Exercises are written so they work on either platform.
Equipment
A laptop with a current browser and a stable internet connection, plus two or three non-confidential documents from your own work.
Experience
Some everyday use of ChatGPT or Claude. New users should start with a Foundations course.
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.
Private team sessions
Teams of six or more can book a private session, with exercises adapted to your own work and tools.
Questions
Before you register
Will we automate our processes in this course?
The course focuses on documenting, reporting and simplifying work with ChatGPT or Claude. Building automations with other tools is covered in our AI services, starting with a discovery workshop.
Can AI do our calculations?
It can help explain and check data, but figures should always be traced back to the source. The course teaches how to verify them.
Can we bring our own processes?
Yes, as long as they're not confidential. Private team sessions use your real processes and reports.
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