Course ID: #N/A

Working with Claude: The AI Assistant for Everyday Business

Duration: 1 day

Course Contents

Context

  • What Claude is and how it differs from Microsoft Copilot and ChatGPT
  • When a general-purpose assistant is the right tool — and when it isn’t
  • Accounts, plans and roles in the team: who can do what
  • What happens to your input: data handling, retention, training

Mastering the Workspace

  • Holding, branching and resuming conversations
  • Projects as workspaces: shared knowledge for recurring topics
  • Artifacts: creating and revising documents, spreadsheets and analyses directly in the conversation
  • What Claude remembers over time and how you control it

Working with Your Own Documents

  • Adding documents, spreadsheets and PDFs as a basis
  • Having long texts summarised, compared and checked
  • Requiring source references: making statements traceable
  • Recognising limits: where results need to be checked

Automating Recurring Tasks

  • Creating templates and custom instructions that the team can share
  • Connecting to company systems: file storage, calendar, ticketing system, CRM
  • What a connection grants access to — and who decides that
  • Letting tasks run in the background instead of typing along step by step

Responsibility in Daily Operations

  • Which data may be entered and which may not: personal data, customer data, confidential information
  • The revised Data Protection Act and the EU AI Act in practice
  • Three ground rules your team agrees on as binding
  • Labelling results and keeping them traceable

Your Own Use Cases

  • Workshop: you build templates for your three most common tasks
  • Testing and improving each other’s work in the group
  • A shared project as a starting structure for your team

Prerequisites

Confident use of the computer and standard office applications. No prior experience with AI assistants is required.

Target Audience

Specialists and managers who want to use Claude in their daily work or introduce it to their team. No programming skills required.

Learning Solution

Blended Learning, Firmenseminar, Individualcoaching, Klassenraumtraining, Online Live Webinar, Prüfungsvorbereitung

Language

Deutsch, Englisch, Französisch, Italienisch

Dates

2026/12/07, 2027/03/08, 2027/06/21, 2027/09/06, flexibel, auf Anfrage

Location

Brüttisellen, Lausanne, flexibel, auf Anfrage

Price range: CHF820 through CHF3'750 excl. VAT

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