Course Code: claudebpaiagents
Duration: 7 hours
Prerequisites:
No prior experience or knowledge of Claude is required.
Overview:
Claude for Business Productivity and AI Agents is a one-day instructor-led course designed to teach business professionals how to effectively use Claude to enhance productivity, automate daily tasks, and create AI-powered assistants without coding.
Participants will learn prompt engineering, document and data processing, project organization, and how AI agents work. Through practical exercises and real-world business scenarios, they will gain the knowledge and confidence needed to design, build, and refine their own no-code AI agents using Claude.
Course Outline:
Module 1 – Introduction to Claude and Prompt Engineering Fundamentals (~1h15)
- What is Claude and how Large Language Models (LLMs) work
- Claude's strengths, limitations, and choosing the right model
- Privacy, security, and responsible AI usage
- Structuring prompts: context, objectives, roles, and output formats
- Iterative prompting and reusable prompt templates
Practical Exercise: Exploring the Claude interface and creating prompts for emails, summaries, and business documents.
Module 2 – Claude for Business Productivity
- Drafting and editing documents
- Generating reports, meeting summaries, and action plans
- Research and information synthesis
- Working with files, spreadsheets, and structured data
- Using Claude Artifacts
Practical Exercise: Processing real-world business documents and datasets using Claude.
Module 3 – Claude Projects
- Creating and organizing Claude Projects
- Knowledge bases and project instructions
- Reusable business assistants and consistency in recurring tasks
Practical Exercise: Creating a customized Claude Project tailored to each participant's role.
Module 4 – AI Agents: Concepts and Mechanics
- What is an AI agent: assistants vs. workflows vs. agents
- Business value and common use cases
- How an agent works: objectives, instructions, context, inputs, and outputs
- Human supervision and validation
- Identifying processes suitable for automation
Instructor Demonstration: Tracking an AI agent from request to task completion.
Module 5 – AI Agent Design Workshop with Claude
- Designing AI agents in natural language, without coding
- Defining business objectives and success criteria
- Mapping inputs, outputs, and decision points
- Testing and refining the design; common mistakes to avoid
- Next steps for implementing AI agents after the course