By the end of this workshop, learners will be able to sign in to Claude AI and confidently navigate both Chat and Cowork modes. They will be able to use Claude to generate, refine, and improve outputs for everyday tasks. They will also be able to apply Claude alongside Word, Excel, and PowerPoint to enhance productivity. In addition, learners will understand how projects, skills, connectors, and agents work together within Claude. Finally, they will be able to set up scheduled and repeating tasks to automate routine work.
Module 1: Claude Setup
Module 2: Claude Chat
Module 3: Claude within Excel
Module 4: Claude within PowerPoint
Module 5: Claude Skills and Projects
Module 6: Claude Connectors
Module 7: Claude Cowork and Scheduling
Module 8: Claude Skills (Advanced Use)
Module 9: Claude Projects (Advanced Use)
Module 10: Claude Agent + Wrap-Up
Learning outcome: Learners will be able to sign in to Claude, navigate the interface confidently, and switch between Chat and Cowork modes.
What I’ll demo:
Key takeaway: Getting started is the hardest part. Once you’re in, the rest is just typing.
Learning outcome: Learners will be able to hold productive conversations with Claude by asking clear questions, refining responses, and generating usable outputs.
What I’ll demo:
Key takeaway: Treat Claude like a smart colleague—the clearer your input, the better the output.
Learning outcome: Learners will be able to use Claude to create formulas, clean data, and interpret spreadsheets.
What I’ll demo:
Key takeaway: You don’t need to memorise Excel functions—just describe what you want.
Learning outcome: Learners will be able to convert documents into presentations and improve slide decks using Claude.
What I’ll demo:
Key takeaway: Claude creates the first draft—you refine and finalise.
Learning outcome: Learners will understand the core building blocks of Claude, including artifacts, files, projects, and chats.
What I’ll demo:
Key takeaway: Understanding Claude’s structure makes everything easier to use.
Learning outcome: Learners will understand what connectors are and how they extend Claude’s capabilities.
What I’ll demo:
Key takeaway: Connectors turn Claude from a chatbot into a connected workplace tool.
Learning outcome: Learners will be able to use Cowork mode to work with local files and set up automated scheduled tasks.
What I’ll demo:
Key takeaway: Claude becomes an active assistant, not just a chat tool.
Learning outcome: Learners will understand what Skills are and how they improve Claude’s outputs.
What I’ll demo:
Key takeaway: Skills help Claude deliver more accurate and consistent results.
Learning outcome: Learners will be able to organise work into structured projects for ongoing tasks and collaboration.
What I’ll demo:
Key takeaway: Projects keep your work organised and reusable.
Learning outcome: Learners will understand how Claude agents work and how to apply everything learned in real workflows.
What I’ll demo:
Key takeaway: Agents bring everything together into real-world automation.
This workshop is ideal for professionals who want to improve productivity and efficiency using AI tools in their daily work. It is suitable for anyone who works with documents, spreadsheets, emails, or presentations and wants to streamline routine tasks using Claude AI.
A practical, hands-on introduction to Claude AI, showing learners how to use chat, projects, skills, connectors, and agents to improve everyday work tasks. Participants will learn how to use Claude alongside Word, Excel, and PowerPoint to save time, automate routine activities, and work more efficiently.
A laptop, a Claude account, and basic familiarity with Word, Excel, and PowerPoint.
Recommended reading includes introductory materials on Claude AI, prompt engineering basics, and articles on using AI tools to improve productivity in workplace applications such as Word, Excel, and PowerPoint.
This workshop does not include a formal written exam. Learners are assessed informally through practical activities and engagement throughout the session. A Certificate of Completion will be awarded to participants who complete the workshop.
After completing this workshop, learners are encouraged to apply Claude AI in their daily workflows to reinforce their skills. They can continue exploring advanced prompt techniques, experiment with automation features, and integrate Claude into more complex tasks and projects. Further learning may include advanced AI productivity courses or role-specific AI applications depending on individual or business needs.
This workshop is designed to be highly practical and suitable for beginners as well as professionals looking to enhance productivity with AI. Learners should have access to a laptop, a Claude AI account, and basic familiarity with Microsoft Office applications.

All of our trainers have achieved exceptionally high delegate pass rates for accredited examinations for all our courses. We also offer complimentary pre and post-course support for any questions you may have.

We try and be as flexible as we can and accommodate your needs. We can swap delegates at any time with no charge. We can also create bespoke content should this be required.

We specialise in IT Service and Project Management. All of our Trainers and Consultants have considerable years of hands-on experience in IT Service / Project Management, working across a wide number of industry sectors.

Our training, sales and admin staff are all professional, helpful, friendly and approachable. We believe in providing excellent customer service. You will always have a dedicated friendly Account Manager
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