AI · AIC-13

Claude Cowork for Business

Claude Cowork for Business is a no-code course in using Claude for management and business work, from structured prompting and Projects to Cowork mode for handling files, creating documents, connecting MCP connectors and scheduling tasks. It suits executives, business owners, managers and staff in HR, marketing, accounting and administration.

Updated
From 7,110 THB / person 7,900 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next round11–12 May 27
  • CertificateIncluded

Course overview

As AI moves from a question-answering chatbot to an AI agent that actually does the work, Claude is one of the standout tools right now - especially for working with long documents, deep reasoning, and the new Cowork Mode that lets Claude access folders on your own computer directly. It can read files, organize them, and produce real reports, slides and spreadsheets as actual files, without copying text back and forth. This course is designed for management and business professionals who do not need to code. Learners start from the basics of Claude.ai, professional prompt writing, and

using Projects to build their own specialized AI assistant, through installing and using Claude for Desktop in Cowork Mode for agentic multi-step tasks, connecting external tools with MCP Connectors, building Skills that embed the organization's standards into the AI, controlling the web browser for RPA, and scheduling tasks so the AI does recurring work automatically. Every topic is hands-on through workshops based on real organizational work, so learners can apply it the very next day. (Hands-on training, 2 days, 6 hours per day, 12 hours in total, delivered classroom or hybrid via Microsoft Teams.)

What you’ll gain

  • Understand what makes Claude stand out versus other AI and choose the right model for each task
  • Write systematic, professional prompts for management and business work
  • Use Claude to create business documents, analyze data and build Artifacts effectively
  • Build Claude Projects as specialized AI assistants for a department or individual
  • Install and configure Claude for Desktop, enable Cowork Mode, and run multi-step tasks, manage files and folders, and produce real files independently
  • Connect external tools through MCP Connectors such as Google Drive, Gmail, Calendar and other organizational tools
  • Build and use Skills to embed the organization's work standards into the AI
  • Use Claude in Chrome for basic web automation and web scraping, build Live HTML Artifacts, and schedule tasks so Claude does recurring work automatically
  • Assess ROI and risk, and set safe AI usage practices for the organization

Who this course is for

  • Entrepreneurs, business owners and executives who want to use AI for competitive advantage
  • Managers and team leads who regularly produce reports, meeting summaries and data analysis
  • HR, marketing, accounting and finance, procurement and administrative staff
  • Data analysts and anyone who works with many Excel, Word, PowerPoint and PDF files
  • Anyone who wants to start building AI automation in their organization without coding

Prerequisites

  • General computer skills on Windows, such as managing files and folders
  • Some prior use of generative AI such as ChatGPT, Microsoft Copilot or Gemini
  • Basic working knowledge of Microsoft Office (Word, Excel, PowerPoint)
  • No programming background required

Curriculum

Course Details

A 2-day hands-on workshop, 6 hours per day (12 hours in total), delivered classroom or hybrid via Microsoft Teams. It emphasizes practice through workshops based on real organizational work, such as summarizing meeting reports, organizing files, building executive reports, screening job applicants and creating an interactive dashboard. Learners take home the Skills and templates they build in class (6-15 people per class, Intermediate level, no programming background required).

Day 1 Claude Fundamentals, Prompt Engineering and Business Applications

Section 1: Getting to Know Claude and the AI Agent Era

  • The shift from chatbot to AI agent and its impact on organizational work
  • Why Claude excels at documents, analysis and deep-reasoning work, compared with ChatGPT and Gemini
  • The Claude model family (Opus, Sonnet, Haiku), choosing the right one, and limitations to be aware of

Section 2: Getting Started with Claude.ai Professionally

  • The structure of Chat, Project, Artifact and Memory on both web and mobile
  • Comparing Free, Pro, Max, Team and Enterprise plans and setting personal preferences
  • Understanding tokens and the context window, plus a workshop: set up your profile and try Claude on your own real work

Section 3: Prompt Engineering for Management and Business Work

  • The elements of a good prompt (context, role, task, constraints, output format) and role-setting techniques
  • Chain-of-Thought, Few-Shot Prompting, System Prompts and iterative refinement
  • Workshop: build a personal prompt library for 5 routine tasks such as meeting summaries, email drafts and proposal analysis

Section 4: Claude for Business Documents and Data Analysis

  • Creating business documents (executive reports, meeting summaries, formal emails, proposals) and summarizing many long documents/PDFs at once
  • Analyzing data from Excel and CSV, building Artifacts and interactive dashboards, and using Web Search and Deep Research
  • Producing real files in Word, Excel, PowerPoint and PDF, plus a workshop: turn raw sales data into an executive report with charts and strategic recommendations

Section 5: Claude Projects - Build a Specialized AI Assistant

  • What a Claude Project is, how it differs from a normal chat, and setting Project Instructions
  • Uploading Project Knowledge (company handbooks, policies, reference documents) and example projects for marketing, HR, finance and sales
  • Sharing a project with the team, plus a workshop: build a personal AI assistant for summarizing meeting reports

Section 6: Connectors - Link Claude to Your Data

  • The Connectors concept and connecting Google Drive, Gmail and Google Calendar
  • Access-permission and data-security precautions
  • Workshop: connect Google Drive and have Claude summarize the key points from multiple documents at once
Day 2 Claude Cowork, Skills, Automation and AI Strategy

Section 7: Installing and Configuring Claude for Desktop

  • The difference between Claude on the web and Claude for Desktop, and installing it on Windows and macOS
  • Enabling the Virtual Machine Platform on Windows and fixing common issues
  • The central Cowork settings: choosing the working folder and permission level, and verifying system readiness

Section 8: Getting to Know Cowork Mode and Agentic AI

  • What Cowork Mode is and the agentic AI concept: plan, act, check and self-correct
  • Multi-step tasks: issuing a long multi-step instruction and letting Claude carry on
  • Requesting folder access safely, and reading/interpreting what Claude is doing, with stopping or redirecting midway

Section 9: Using Cowork to Manage Files and Produce Real Work

  • Having Claude survey a folder, summarize its files, and categorize, rename and move many files by your rules
  • Safety practices: backing up files, using a staging folder and confirming before deletion
  • Workshop: organize a mixed simulated work folder and produce a report summarizing the whole folder

Section 10: Advanced MCP Connectors for External Tools

  • What MCP (Model Context Protocol) is and an overview of usable connectors such as Slack, Notion, Google Workspace and task systems
  • Installing, connecting and testing a connector safely, and producing submission-quality files (.docx, .xlsx, .pptx, .pdf)
  • Workshop: build an automated workflow that pulls data from an external source, summarizes it and outputs a presentation file

Section 11: Skills - Work Standards Embedded in the AI

  • What a Skill is, how it differs from a Prompt or Project, its structure, and writing descriptions so the AI invokes it at the right time
  • The benefits of Skills (consistency, less training time, knowledge transfer) and creating, editing, testing and sharing them
  • Workshop: build a "Corporate Brand Identity" Skill that forces every document to use the organization's colors, fonts and tone

Section 12: Applying Skills to Real Organizational Work

  • How to choose work suited to a Skill (repetitive, high-volume, clear criteria) and examples in HR, sales, accounting and customer service
  • Setting evaluation criteria and quality control, with precautions around bias and personal data
  • Workshop: build a candidate-screening system from many resume files with an automatic scoring table

Section 13: Web Control and RPA with Claude in Chrome

  • Installing and configuring the Claude extension on Google Chrome and having Claude open sites, read data and summarize
  • Web scraping and automatic form filling, with legal and ethical precautions
  • Workshop: an RPA Challenge - automatically enter data into a web form from a source data file

Section 14: Task Schedule, Live Artifact and Building a Landing Page

  • What Task Schedule is, which tasks suit scheduling, and setting daily, weekly and one-time future tasks
  • Live HTML Artifacts that fetch fresh data each time they open, and a 10-minute technique to build a landing page
  • Workshop: build a personal work-tracking dashboard and schedule a task to summarize work every morning

Section 15: Capstone Workshop

  • Brief: design and build one AI workflow for the learner's own real work, starting by identifying the most time-consuming routine task and breaking it into steps
  • Design the Prompt, Project or Skill for the task, use Cowork to process real files and produce output files, then schedule a task or connect a connector to keep it running
  • Present the work and estimate the time saved per month

Section 16: AI Strategy, ROI and Safe Practices for the Organization

  • Assessing the value of AI, measuring time saved and basic ROI, and sequencing AI adoption in the organization
  • Data-security practices, what data should not be entered into AI, and setting a basic organizational AI usage policy
  • Reviewing AI output and keeping human responsibility (human in the loop), plus resources for further learning

Schedule & training options

For individuals — public rounds

11–12May
Classroom11–12 May 27
18 seats left
16–17November
Online16–17 Nov 27
20 seats left

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What are Claude Projects, and how do you use them to build a department assistant?

A Project is a workspace in Claude that keeps standing instructions and knowledge files available to every conversation inside it. Create a new Project, write instructions covering the role, work standards and answer format, then upload reference material such as your department's policies, manuals or templates. Test it with real tasks and refine the instructions until the results are consistent, so you no longer need to explain the context each time.

What is an MCP connector, and how does it let Claude work with Google Drive or Gmail?

MCP, the Model Context Protocol, is an open standard for connecting AI to external tools and data sources. Once you enable and authorise a connector for Google Drive, Gmail or Calendar, Claude can search files, read emails or check your schedule and use them in its answers or tasks, without you copying the data in by hand. Grant only the access you need and check your organisation's data policy before connecting.

How does Cowork mode in Claude for Desktop differ from an ordinary chat?

An ordinary chat is question and answer, one message at a time, and you copy the output into your work yourself. Cowork mode lets Claude carry out multi-step tasks on files and folders you give it access to on your computer, such as reading several Excel files, tidying a folder and producing a finished Word or PowerPoint file. You move from asking single questions to delegating a whole piece of work and reviewing the result.

Who is the Claude Cowork for Business course for, and what should I know beforehand?

It suits executives and business owners, managers who regularly produce reports and meeting summaries, staff in HR, marketing, accounting, procurement and administration, and anyone handling large numbers of Excel, Word and PDF files. You should be able to manage files and folders in Windows, use Office at a general level and have tried generative AI such as ChatGPT or Copilot. No programming is required.

What will I be able to do after the Claude Cowork for Business course?

You will be able to write structured prompts for management work, use Claude to produce business documents and analyse data, set up Projects as department assistants, use Cowork mode to handle files and create finished documents, connect Google Drive, Gmail and Calendar through MCP connectors, build Skills that capture your organisation's standards, and schedule routine tasks to run automatically. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Claude Cowork for Business course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as the reports, documents or data files each department actually handles, and agreed guidelines for using AI. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

Related articles

Articles are published in Thai.