Streamline Workflows with Claude AI
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Recommended experience
Recommended experience
What you'll learn
Large context windows (~200k tokens) enable full-document analysis without chunking, preserving cross-references, dependencies, and context.
AI speeds drafting, but human review is essential—verify accuracy, protect sensitive data, and ensure policy compliance to avoid risky automation.
Projects eliminate repetitive setup—preloaded references persist across sessions, saving time and improving consistency for recurring tasks.
Skills you'll gain
Tools you'll learn
Details to know
June 2026
See how employees at top companies are mastering in-demand skills
There are 3 modules in this course
Enterprise AI adoption surged 61% year-over-year as 70% of Fortune 100 companies now use Claude for productivity workflows, with users reporting 12x speedup on document tasks—completing in 14.8 minutes what previously required 3.8 hours. This Short Course was created to help Project and Program Management professionals accomplish rapid, reliable automation of everyday work using Claude's 200,000-token context window and structured prompting techniques. By completing this course, you'll be able to generate stakeholder-ready document summaries using proven prompt patterns, transform meeting notes into actionable checklists with clear ownership, and evaluate AI-generated communications against data-handling standards—capabilities you can deploy immediately in your daily workflows.
By the end of this course, you will be able to: ● Apply the role-goal-constraints-examples prompt pattern in Claude to generate concise, stakeholder-ready summaries of multi-page business documents ● Analyze unstructured meeting notes with Claude to produce a structured action-item table and checklist that accurately captures owners, deadlines, and dependencies ● Evaluate Claude-generated emails and policy drafts against enterprise data-handling standards, redacting sensitive information and logging review steps before distribution This course is unique because it combines practical prompt engineering techniques with enterprise governance requirements, teaching both how to get high-quality outputs from Claude and how to review AI-generated content for data sensitivity, accuracy, and compliance before business use. To be successful in this project, you should have a background in document management, professional communication practices, and project coordination workflows at CB2 intermediate-level expertise.
You will apply the role-goal-constraints-examples prompt pattern in Claude to generate concise, stakeholder-ready summaries of multi-page business documents.
What's included
2 videos1 reading2 assignments
2 videos•Total 12 minutes
- The Role-Goal-Constraints-Examples Pattern Explained •5 minutes
- Building Your First Stakeholder Summary Prompt in Claude•7 minutes
1 reading•Total 8 minutes
- Anatomy of a Structured Prompt: Reference Guide•8 minutes
2 assignments•Total 20 minutes
- Summarize a Vendor Proposal Using the Prompt Pattern•15 minutes
- Knowledge Check: Applying Structured Prompt Patterns•5 minutes
You will analyze unstructured meeting notes with Claude to produce a structured action-item table and checklist that accurately captures owners, deadlines, and dependencies.
What's included
1 video2 readings2 assignments
1 video•Total 6 minutes
- How Project Managers Use Claude for Meeting Analysis•6 minutes
2 readings•Total 16 minutes
- From Raw Notes to Structured Output: What Claude Can Analyze•8 minutes
- Step-by-Step: Prompting Claude to Extract Action Items from Meeting Notes•8 minutes
2 assignments•Total 20 minutes
- Analyze a Cross-Functional Meeting Transcript with Claude•15 minutes
- Knowledge Check: Analyzing Unstructured Meeting Content•5 minutes
You will evaluate Claude-generated emails and policy drafts against enterprise data-handling standards, redacting sensitive information and logging review steps before distribution.
What's included
2 videos1 reading3 assignments
2 videos•Total 9 minutes
- The Email That Shouldn't Have Been Sent: An AI Governance Story •3 minutes
- Reviewing a Claude-Drafted Policy Email: A Compliance Walkthrough •7 minutes
1 reading•Total 9 minutes
- Enterprise Data-Handling Standards: What Every AI User Must Know•9 minutes
3 assignments•Total 40 minutes
- Course Assessment: Streamline Workflows with Claude AI •15 minutes
- Evaluate and Redact a Claude-Generated Policy Draft •20 minutes
- Knowledge Check: Evaluating AI Outputs for Compliance•5 minutes
Instructor
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