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Agentic Productivity with Claude Cowork for Business Professionals

Course Summary

This course is designed to equip Business Analysts, Executive Assistants, and Operations Professionals with the strategies and best practices for leveraging Claude Cowork as a high-functioning digital coworker. Participants will learn to delegate complex administrative workflows, automate cross-platform data management, and use agentic loops to handle high-volume documentation and scheduling tasks. The course covers creating custom Skills for repeatable automation, connecting agents to centralized business data via the Model Context Protocol (MCP), and orchestrating multi-step workflows for scheduling, travel coordination, and event planning.


Prerequisites:

In order to succeed in this course, you will need:

  • Familiarity with standard enterprise productivity tools, such as Microsoft Office 365, Google Workspace, or Slack
  • Experience managing business documentation, meeting coordination, or basic data entry
  • Prior experience using Claude.ai with a basic understanding of natural language prompting
  • Access to the Claude Cowork desktop application
Purpose
Leverage Claude Cowork as a digital coworker to automate business workflows
Audience
Business Analysts, Executive/Administrative Assistants, and Operations Professionals looking to automate reporting, scheduling, and documentation without writing code
Role
Business Analysts | Executive Assistants | Operations Professionals
Skill level
Beginner
Style
Lecture | Hands-on Activities
Duration
2 days
Related technologies
Claude Cowork | Model Context Protocol | Microsoft Office 365 | Google Workspace | Slack

 

Course objectives
  • Configure and use Claude Cowork to manage daily administrative and operational workflows
  • Create custom Skills to automate workflows
  • Integrate information across disparate applications
  • Design multi-step agent tasks for complex scheduling and travel orchestration
  • Apply quality control patterns to audit agent-generated communications and reports

What you'll learn:

In this course, you'll learn:
 

Introduction to the Digital Coworker

  • Understanding the Claude Cowork agentic model
  • Setting up the desktop environment and managing secure file/folder permissions
  • Executing initial autonomous tasks for email drafting and document organization
  • How the agent self-corrects and asks for clarification

Automating Data Management and Reporting

  • Using agents to reconcile data between spreadsheets, PDFs, and internal web portals
  • Strategies for managing high-volume document folders
  • Automating the generation of weekly status summaries and business briefings
  • Prompt engineering for business logic

Creating Custom Skills

  • Creating custom Skills to automate data entry tasks
  • Creating reusable automation templates for team-wide business processes
  • Introduction to Model Context Protocol (MCP) for connecting agents to centralized business data

Orchestrating Complex Operational Workflows

  • Designing agents for multi-step scheduling (e.g., coordinating across multiple calendars)
  • Managing state and memory for long-running tasks like event planning or vendor onboarding
  • Setting up Human-in-the-Loop checkpoints for high-stakes business communications
  • Configuring agent permissions to ensure data privacy and compliance with organizational standards

Professional Readiness and Scaling Automation

  • Auditing agent-produced work for accuracy, professional etiquette, and brand alignment
  • Collaborative patterns for sharing Skills across administrative and analyst squads
  • Identifying failure modes and edge cases in autonomous business tasks
  • Measuring the time-savings and ROI of agentic automation in daily business operations

Dive in and learn more

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