# AI for the Workplace with Claude Canonical URL: ## Overview This two-day course takes participants from their first Claude conversation to a personal AI system built around their own job. The first half covers the five-part prompt, working with images, PDFs, spreadsheets, and documents inside a conversation, and bringing in current information with web search. Participants set up Projects with instructions and a knowledge base, create Artifacts, build a Skill that carries their voice or a repeatable task, and configure Memory. They then move to intermediate techniques, including reasoning they can check, multi-step tasks, dictation, and the “You Ask Me” interview approach, along with a practical framework for choosing between Claude and other AI tools. The second half moves into Claude Cowork for work handed over whole: a layered context system, instructions that persist across sessions, approval modes, file permissions, and network settings, plus the defenses against prompt injection. Participants connect Claude to Slack, Google Drive, and Gmail, work in the Chrome side panel, and run Claude inside Excel, PowerPoint, and Word. They install role-specific Plugins, set up Scheduled Tasks, and apply three checks to any output before using it. A guided capstone closes the course, in which each participant audits their own week, connects the tools their top tasks depend on, and runs one real task end to end. ## What you'll learn - Write structured prompts that produce accurate results for writing, analysis, summarization, and research - Set up Projects, Artifacts, Skills, and Memory for a personalized workflow - Configure Claude Cowork with guardrails, file permissions, and instructions that persist across every session - Connect Claude to Slack, Google Drive and Gmail, and run it inside Excel, PowerPoint and Word - Install role-specific Plugins and set up Scheduled Tasks that handle recurring work - Read Claude's output closely enough to catch what is wrong with it before you send it on - Build a complete Claude system for your own job through a guided capstone ## Curriculum #### Module 1: Getting Started with Claude AI - Describe what Claude is, who builds it, and why it is not a search engine - Understand the context window, how a conversation fills it, and when to start a new one - Choose between the models and set how much effort goes into an answer - Compare the plans, and identify where Claude can be reached: browser, desktop app, Chrome, Microsoft 365, and mobile - Set instructions and turn on Memory, the two cheapest things you can do on day one #### Module 2: Prompting Fundamentals and Working with Files - Apply the five-part prompt: context, task, format, constraints, and examples - Compare a weak prompt against a strong one and explain why the strong one works - Work with images, PDFs, spreadsheets, and documents directly in a conversation - Bring in current information with web search, and know what it does and does not settle - Recognize the five prompting mistakes that account for most disappointing results #### Module 3: Projects: Organizing Ongoing Work - Explain the problem Projects solve compared with a regular conversation - Set up a Project using its Instructions and Context panels - Write Project instructions using a repeatable framework - Build a knowledge base the Project draws on automatically #### Module 4: Artifacts, Skills, and Memory - Create and edit Artifacts, and know which kinds of output become one - Build a Skill that carries your voice or a repeatable task, and know when a Skill beats an instruction - Configure Memory, and understand how it differs from Project context - Manage your usage so a plan goes further #### Module 5: Intermediate Prompting and Advanced Features - Ask for reasoning you can check, and read it rather than collapsing it - Break a large task into steps Claude can follow in sequence - Talk to Claude instead of typing, and know when dictation is the better input - Let Claude interview you with the "You Ask Me" technique instead of writing the perfect prompt #### Module 6: Claude vs. Other AI Tools - Compare Claude against other major AI tools on the capabilities that matter for professional work - Apply a practical framework for choosing the right tool for a given task - Follow the basic rules for protecting sensitive information in any AI tool #### Module 7: Claude Cowork - Place Cowork as one of three ways to work in the app you already have, rather than a separate product to install - Describe the kind of work Cowork is for, and how it differs from Chat - Explain where a Cowork session actually runs, and what the desktop app is still needed for - Run a first Cowork task that reads and writes real files #### Module 8: Building Your Context System - Name the layers of context Cowork draws on, and what each one covers - Write instructions that apply to every session, and Project instructions that apply to one - Make "ask me clarifying questions first" a standing default rather than something you retype #### Module 9: Guardrails, Permissions, and Safe Use - Explain what Cowork can and cannot reach, based on the folder you point it at - Choose an approval mode, and configure network egress settings for a given task - Recognize prompt injection and apply the practical defenses against it - Apply the data privacy and compliance rules that govern regulated work #### Module 10: Connectors, Chrome, and Microsoft 365 - Set up and use a Connector through MCP - Work safely in the browser, the highest-risk surface, using the Chrome side panel - Run Claude inside Excel, PowerPoint and Word, where it sees the live file and edits in place - Move a workflow across two Office applications in a single conversation #### Module 11: Plugins and Scheduled Tasks - Explain what a Plugin bundles and how slash commands trigger it - Install a Plugin from a marketplace and use it on real work - Set up a recurring Scheduled Task, and know what it can still reach when your computer is asleep #### Module 12: Judging What You Get Back - Explain why a confident answer and a correct answer are different properties - Apply three checks to any output before you use it: is it true, is it complete, is it yours - Identify the failure that leaves no trace on the page, which is the one people miss - Audit something you built earlier in the course and fix what the checks find #### Module 13: Capstone: Build Your Personal Claude System - Audit your own week and identify the work worth handing over - Ask Claude what it needs from you, and write the answer into your instructions - Connect the tools your top tasks depend on, and schedule the work that recurs - Run one real task end to end using everything built across the two days #### Module 14: Wrap-Up and Next Steps - Recap the full arc of skills and system components built across both days - Understand the honest, current limitations, including what depends on your plan and your device - Leave with a concrete plan for the first week of applying what was learned ## Schedule - Nov 2, 2026 – Nov 3, 2026 — NYC - Dec 7, 2026 – Dec 8, 2026 — NYC - Jan 12, 2027 – Jan 13, 2027 — NYC - Feb 18, 2027 – Feb 19, 2027 — NYC - Mar 24, 2027 – Mar 25, 2027 — NYC - Apr 26, 2027 – Apr 27, 2027 — NYC - Jun 7, 2027 – Jun 8, 2027 — NYC - Jul 6, 2027 – Jul 7, 2027 — NYC - Aug 9, 2027 – Aug 10, 2027 — NYC - Sep 13, 2027 – Sep 14, 2027 — NYC ## FAQ ### Who is the target audience for this course? Professionals in any role or sector who want practical, structured mastery of Claude AI are the audience for this hands-on course. That includes knowledge workers, managers and team leads, project managers, analysts and researchers, and HR, operations, finance, and communications professionals. Casual users of AI tools who want to trade occasional use for a workflow that is reliable and repeatable will find it just as valuable. Newcomers to Claude, AI tools, and programming can take the course without any prior experience. ### Is this course open to beginners? Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required. ### Do you offer payment plans or student financing for this course? This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify. ### Can I take this course online (remote learning)? No upcoming live online dates are currently available. Please contact us about future availability. ### What happens if I need to miss a session? You have some options: You can watch a recording of the session. We will provide any course materials. Contact us to confirm whether remote attendance is available for your session. You can use your free retake to make up any missed class time. ### What’s included with my tuition? A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement Expert instructors who are industry professionals and experienced educators that are driven to help you succeed Top-notch curricula that have been tried and tested over many cohorts and are consistently improved for an optimal learning experience A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice 30-day access to class recordings to review material at your own pace A certificate of completion to verify your accomplishment ### Are there any additional fees or expenses? There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us. However, if you plan to take the course live online , you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost. ### Do you offer any discounts for this course? We don’t currently offer discounts as we do our best to affordably price our courses. ## Pricing **Tuition:** $799