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AI workflows and training for engineering teams

Change request summaries, supplier questions and spec digests, drafted by Claude, each with a safe version that keeps drawings out. Each person also gets a learning track to set them up, inside your company's rules.

Take the check for EngineeringSee the sample company

Two minutes. No sign-up.

Starts with8 in the library

Engineering

Turn a change request into a clean ECR summary

A one-page ECR summary in your template, with the way back if the change fails and every open point marked [TO CONFIRM].

Safe version

Draft a technical question to a supplier from the spec

A draft in your email with numbered questions, each pointing at its clause, and a list of what you still need to add.

Safe version

Summarise a long standard or customer spec into the clauses that matter

A requirements table with clause numbers, the clauses that differ from how you work today, and questions for the customer.

Safe version
ready workflows
8
ready workflows
steps in its learning track
5
steps in its learning track
courses its track uses
1
courses its track uses
with a safe version
8
with a safe version

01 Do

8 ready workflows

Each person's plan starts with the first three and picks the rest by the tasks they name. Every one runs in the Claude your people already use.

WorkflowRunsWorks withVersion
Starts with· 3
Turn a change request into a clean ECR summaryGive Claude the change request and the email thread behind it. It writes the ECR summary your change board reads: what changes, why, what it affects, when it starts, how you would go back, and what is still open.When you need itEmail, Word or Docs, Excel or SheetsSafe version
Draft a technical question to a supplier from the specTell Claude what you need to know. It finds the clauses of the spec behind your question and drafts a clear email the supplier's engineer can answer in one reply.When you need itEmail, Word or DocsSafe version
Summarise a long standard or customer spec into the clauses that matterClaude reads the whole document and pulls out what your part and your process must meet: requirements, tests, deadlines and records, each with its clause number.When you need itWord or Docs, Excel or SheetsSafe version
Also in the library· 5
Check a customer RFQ for what you can make before sales quotes itGive Claude the RFQ package. It lists every part and requirement, checks each against what your shop can make, and writes the questions for the customer before anyone puts a price on it.When you need itWord or DocsSafe version
Write a weekly status note for every open customer projectEvery Friday Claude reads your projects sheet and the week's emails on each project, and writes the status: what got done, what comes next, what is late and who you are waiting on. Where the customer gets a weekly update, it drafts that email too.Every weekEmail, Excel or SheetsSafe version
Draft the PFMEA for a new process from its stepsGive Claude the process steps, the part's characteristics and your PFMEA template. It drafts every line: what each step must achieve, how it can fail, the effects and causes, the controls you have, and suggested ratings for your team to agree.When you need itExcel or SheetsSafe version
Compare two BOM revisions and list every changeGive Claude the old and the new bill of materials of a product. It matches them line by line, at every level, and lists every part added, removed, changed or replaced, with what production and purchasing have to do about it.When you need itERP, Excel or SheetsSafe version
Turn a solved problem into a lessons-learned entryWhen a problem is closed, give Claude the 8D or problem report and your notes. It writes the entry the next engineer will find: what went wrong, why, the fix that worked, and where else it applies.When you need itWord or Docs, Email, Excel or SheetsSafe version

Every workflow has a Google Workspace and a Microsoft 365 version. Pick Microsoft 365 and they name Outlook, OneDrive and Excel instead of Google's tools.

02 Learn

A learning track of 5 steps.

Lessons and packs in the order this team needs them, from the first Cowork session to safety, cost and trust. Every seat gets every course as well.

Department track
  1. 01
    Your first Cowork sessionModuleWork with Claude Cowork
  2. 02
    Document and file workflowsModuleWork with Claude Cowork
  3. 03
    Research and synthesisModuleWork with Claude Cowork
  4. 04
    Capstone: ship a workflowModuleWork with Claude Cowork
  5. 05
    Safety, cost, and trustModuleWork with Claude Cowork
Courses and packs its track uses
  • Work with Claude Cowork32 lessons

03 Your rules

Your rules, on every one of them.

Pick what never goes into AI. A workflow that touches it switches to a safe version; one that cannot work without it is taken out, by name.

Read the privacy details
If your company keeps outWorkflows it touchesSwitch to a safe versionTaken out
Kept out of AI· 3
Technical drawingsWorkflows it touches7Switch to a safe version7Taken out0
PricesWorkflows it touches2Switch to a safe version2Taken out0
Customer personal dataWorkflows it touches2Switch to a safe version1Taken out1

You see names, steps, workflow states and counts. Never what anyone wrote.

See what your Engineering team would get.

Two minutes, no sign-up: a plan of ready workflows for the tasks that eat their week.

Take the check for EngineeringBring your whole team

Every department has its own page

OperationsSalesFinanceHRMarketingManagement / ITEngineeringQualityProductionPurchasing
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