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Claude for Business Professionals
Duration
4 Hours
Course
CAICL-105
Available Formats
Classroom Training, Online Training
Course Description
Overview
Objectives
By the end of the session, each participant can independently use Claude to:
- Ask questions of their own spreadsheets and data, and get trustworthy answers
- Turn raw numbers into a clear written report or executive summary
- Draft a presentation — structure, slide content, and talking points
- Write effective prompts and reuse them, so the gains stick after the class
- Do all of the above safely, knowing what company data is and isn’t OK to share
Audience
Non-technical professionals and managers
Prerequisites
-
Beginner (no coding, no prior AI experience needed)
Topics
Module 1 — Getting productive with Claude (˜45 min)
- What Claude is, what it’s good at, and where it needs a human check
- The anatomy of a great prompt: context, task, format, and examples
- Working with Projects and uploading files (documents, spreadsheets, notes)
- Responsible use: what business data is safe to share, what to keep out
- Hands-on: your first working prompts
- Uploading a spreadsheet and simply asking questions of it
- Summaries, trends, comparisons, and outliers — no formulas required
- Cleaning and reshaping messy data by describing what you want
- Generating tables and charts, and sanity-checking Claude’s numbers
- Hands-on: analyze a sample business dataset end to end
- Turning findings into an executive summary or full written report
- Controlling tone and length; tailoring the same content to different audiences
- Editing and tightening a draft with Claude instead of starting over
- Reusable report templates and prompt “recipes” for consistency
- Hands-on: produce a polished report from your Module 2 analysis
- From report to slide outline: structure, flow, and key messages
- Drafting slide content and speaker notes that actually sound like you
- Fast revisions — reordering, shortening, changing the angle
- A clean workflow into PowerPoint / Google Slides
- Hands-on: draft a short deck from your report
- Building a personal prompt library from what you did today
- Good habits: verify outputs, protect data, iterate rather than accept
- Where to go next, and open Q&A
- Face-to-face or remotely
Related Courses
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Claude, Claude Projects, and Claude Code for Non-Coders Video Training
PP-DSCL-100- Duration: 1 Day
- Delivery Format: Self-Paced Training (WBT)
- Price: 0.00 USD
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Claude for Professional Productivity and Task Automation Video Training
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- Delivery Format: Self-Paced Training (WBT)
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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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title
Please take a moment to fill out this form. We will get back to you as soon as possible.
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