Who is this training for?
This training is designed for professionals, analysts, advisors, managers, consultants, trainers, and specialists who already use Claude and want to create more capable assistants, better connected to organizational knowledge and business processes.
Training objectives
- Design Claude Skills aligned with real business needs.
- Structure and reuse organizational knowledge effectively.
- Build specialized AI assistants based on specific roles or business processes.
- Leverage Microsoft 365 connectors to enrich work context.
- Optimize context management to improve outputs and reduce token consumption.
- Identify high-value automation opportunities.
- Implement governance and sharing practices for AI assistants.
Summary
Move beyond basic prompting and discover how to transform artificial intelligence into a true productivity lever for your team. In this hands-on workshop, you will learn how to design Claude Skills that embed your work methods, templates, processes, and organizational knowledge. You will also discover how to leverage Microsoft 365 connectors to access information more effectively, optimize context usage, improve response quality, and reduce token consumption.
Through practical exercises, you will build specialized AI assistants, identify automation opportunities, and develop an approach for transforming individual expertise into reusable organizational assets.
Course outline
1. Designing High-Value Claude Skills
Topics Covered
- Understanding the architecture and capabilities of Claude Skills
- Identifying high-impact use cases
- Transforming expertise into specialized AI assistants
- Structuring roles, instructions, and operating rules
- Skill design best practices
Hands-on Exercise
Build a first Claude Skill tailored to your professional reality.
2. Building More Effective AI Assistants
Topics Covered
- Creating robust and reusable instructions
- Controlling and guiding AI-generated outputs
- Standardizing tone, formats, and deliverables
- Leveraging internal methods, processes, and templates
- Testing and optimizing results
Sample Assistants
- Professional Writing Advisor
- Proposal Reviewer
- Workshop Facilitator
- Document Analysis Specialist
3. Connecting Claude to Organizational Knowledge
Topics Covered
- Using reference documents effectively
- Structuring context to improve response quality
- Reducing token consumption through better information management
- Determining what belongs in instructions versus reference documents
- Organizing knowledge for maximum reuse
Microsoft 365 Connectors
- SharePoint
- OneDrive
- Teams
- Outlook
Hands-on Exercise
Design an AI assistant powered by your organization's knowledge and documents.
4. Identifying and Designing AI-Assisted Automations
Topics Covered
- Mapping business processes
- Identifying repetitive and administrative tasks
- Detecting inefficiencies and time-consuming activities
- Assessing potential gains
- Generating automation scenarios with Claude
- Prioritizing use cases based on impact and feasibility
Practical Workshop
Create an AI Automation Designer capable of:
- Analyzing a business process
- Identifying automation opportunities
- Recommending optimization strategies
- Estimating potential benefits
- Prioritizing improvement initiatives
5. Deploying and Sharing AI Assistants Across the Organization
Topics Covered
- Building a reusable Skills library
- Capturing and distributing organizational best practices
- Defining AI champion roles and responsibilities
- Ensuring assistant quality and continuous improvement
- Driving adoption across teams
Closing Workshop
Develop an action plan for creating, governing, and sharing Claude Skills within your organization.
Approach and methodology
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This course is delivered as a hands-on workshop. Concepts are immediately applied through real-world use cases brought by participants. Practical exercises are central to the learning experience, ensuring that each participant leaves with:
This course is delivered as a hands-on workshop. Concepts are immediately applied through real-world use cases brought by participants. Practical exercises are central to the learning experience, ensuring that each participant leaves with:
- At least one specialized AI assistant;
- A concrete automation methodology adapted to their professional context;
- Practical strategies for scaling AI capabilities across their organization.
Prerequisites
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Prerequisites
- Experience using Claude in a professional setting.
- Familiarity with Claude's core features or completion of an introductory Claude training course.
