Training Program

Anthropic Claude for Business Operations

Apply Anthropic Claude Team to your workflows with clear human-review points, autonomy boundaries, and cost awareness.

Explore this course

Three colleagues collaborating around a conference table with a laptop, notepad, and process diagrams in a sunlit modern office

Duration 15 hours

Language English

Level Beginner

Prerequisites None required

The course at a glance

Build skills you can put to work.

This vendor-neutral, business-first program shows teams how to apply Anthropic Claude Team to their own workflows — including document drafting, data analysis, knowledge retrieval, and coding tasks — with clear human-review points, autonomy boundaries, and cost awareness. You will configure connectors (Slack, Google Drive, Gmail, GitHub, Microsoft 365), set connector policies, and define team AI-use guidelines that align with responsible-use frameworks. You will leave with a redesigned workflow, a skills library, and a 30-day adoption plan tailored to your organization.

Course objective

Help participants apply Claude to their own workflows with appropriate human review and approval points, configure connectors and Cowork modes for safe, repeatable work, define team AI-use guidelines and autonomy levels, and produce a 30-day adoption plan with measures.

Who is this course for?

Leaders, managers, knowledge workers, developers, finance and administration, operations and project coordination, sales and customer service in organizations with 10 or more employees. Assumes familiarity with business workflows and basic AI concepts, not deep technical expertise.

What we'll cover

Key topics

Foundations and responsible use — chat and delegated work; approval settings; data defaults

Research, writing and analysis — long documents, research, documents and slides

Projects and knowledge — project instructions and knowledge files

Skills and plugins — turning procedures into skills; operations, finance and HR templates

Connectors and delegated work — Google Workspace or Microsoft 365 connections, scheduled tasks, read vs. write permissions

Workflow redesign and adoption — capstone with 30-day plan

What you'll take away

Learning outcomes

Apply Anthropic Claude Team to real workflows with appropriate human review and approval points

Configure and use connectors and set connector policies for safe, repeatable work

Define team AI-use guidelines, autonomy levels, Cowork approval modes, and cost-awareness practices

Redesign one core workflow with AI insertion points, measures, and a 30-day adoption plan

Before you join

Come prepared

Materials & tools

No specific materials or tools are required.

Prerequisites

No prerequisites are required for this course.

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