Claude Business Automation Bootcamp Training Course
Course Overview
A comprehensive bootcamp for automating knowledge work end to end with Claude. Over three days, participants map use cases, automate documents and communication, build Projects, and finish with a governed, measurable automation plan.
Format of Training
- Instructor-led sessions
- Daily hands-on labs
- Real workflow projects
- Complete automation and governance toolkit
Course Objectives
- Identify and prioritise automation opportunities
- Automate documents, reports and communication
- Build Projects and shared knowledge
- Apply governance, policy and data rules
- Plan and stage a rollout
- Measure impact and improve over time
Prerequisites
- Familiarity with Claude or another AI tool
- A real set of workflows to automate
- No programming knowledge required
Course Outline
Day 1
Session 1 : Automation Opportunities
- Mapping repetitive knowledge work
- Prioritising by value and effort
- Readiness and quick wins
- Planning your automation roadmap
Session 2 : Document Automation (Hands-on Lab)
- Reports, proposals and summaries with Artifacts
- Templates and brand consistency
- Lab: automate a document workflow
- Reviewing and refining outputs
Day 2
Session 3 : Communication and Projects
- Email, notes and stakeholder updates
- Setting up Projects and shared context
- Custom instructions per team
- Lab: build a team Project
Session 4 : Governance and Data Rules (Hands-on Lab)
- Usage policy and acceptable use
- Data handling and privacy
- Safe versus risky automation
- Lab: draft governance for your workflows
Day 3
Session 5 : Rollout Planning
- Staged rollout from pilot to scale
- Roles, training and change management
- Risk and readiness checks
- Lab: build your rollout plan
Session 6 : Measurement and Optimisation
- Metrics for time saved and impact
- Tracking adoption and quality
- Reviewing and improving workflows
- Lab: present your automation plan
Bespoke Option
We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.
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