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Claude for Professional Productivity and Task Automation Video Training

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1 Day
PP-DSCL-120
Self-Paced Training (WBT)

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Course Description

Overview

In this course, you will discover how Claude revolutionizes productivity through task automation and data analysis. Starting with an introduction to Claude’s capabilities, you’ll explore how to set it up and automate tasks. You’ll learn to use Claude in Excel for tasks like financial data modeling, correlation analysis, and building dynamic dashboards. Additionally, you will automate slide deck creation in PowerPoint. You will then explore how Claude can streamline workflows and automate tasks across various applications. Learn to automate file renaming, extract data from invoices, and create visualizations using word clouds. You’ll also integrate Claude with other tools, creating seamless workflows between applications like Canva and Excel, and automate document reviews and business data analysis with ease. The final part of the course will guide you through Claude's more advanced capabilities, such as coding and multi-agent workflows. You’ll learn how to build apps, conduct security reviews, and leverage Claude’s powerful plugins for data analysis and legal tasks. By the end of this course, you will be fully equipped to integrate Claude into your daily tasks, boosting your productivity and efficiency.
 

Objectives

  • Set up Claude and use it for productivity automation
  • Perform advanced data analysis in Excel with Claude
  • Automate PowerPoint slide decks and data analysis
  • Create automated workspaces with Claude for file management
  • Use Claude's connectors and plugins for streamlined workflows
  • Develop and integrate multi-agent workflows for productivity

Audience

This course is for professionals, business analysts, marketers, and anyone interested in using AI to automate tasks and optimize workflows. Basic familiarity with office applications is recommended. Whether in finance, marketing, or other fields, this course is ideal for those looking to integrate AI into their work processes.
 

Prerequisites


     

Topics

Introduction
  • Why Claude is different
  • Getting Started
  • Prompt Engineering Basics
  • Claude as a Chrome plugin
Claude in Excel & PowerPoint | Claude for Finance & Data Analysis
  • Formatting and Functions in Excel
  • Correlation Data Analysis
  • Financial Data Modeling & Building a Dashboard
  • Creating a slide deck
  • Claude in Powerpoint
  • Variance Analysis in 2 minutes
  • Variance Analysis inside PowerPoint
  • Machine Learning with Claude
Claude Cowork | Turn Folders into Automated Workspaces
  • Automated File Renaming and Word Cloud Visualization
  • Intelligent Invoice Data Extraction and Summary Analytics
Connectors and Skills
  • Skills | Create your own skill
  • Connectors | Seamless Instagram Post from Claude to Canva
  • Model Context Protocol (MCP): The Plug for AI Systems
Plugins
  • Plugins | Review a Non Disclosure Agreement
  • AI Disruption in Legal Tech: Crash, Correction, or Opportunity?
  • From Data to Diamonds: AI in Investment Selection
  • From Morgan Stanley to Machine Intelligence: Relationship Managers Optional?
  • Beyond the Bell Curve: AI Rewriting Performance and Onboarding
  • Codifying Collections: How Plugins Do the Heavy Lifting
  • Data Analysis Powered by Plugins
  • Claude Code
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Self-Paced Training Info

Learn at your own pace with anytime, anywhere training

  • Same in-demand topics as instructor-led public and private classes.
  • Standalone learning or supplemental reinforcement.
  • e-Learning content varies by course and technology.
  • View the Self-Paced version of this outline and what is included in the SPVC course.
  • Learn more about e-Learning

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Self-Paced Training Terms & Conditions

THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.

Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form. Self-Paced Virtual Classes are non-refundable. Once you purchase a Self-Paced Virtual Class, you will be charged the full price.

After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.

You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.

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