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For companies/Management / IT

AI workflows and training for management and IT

Board summaries, the decisions in long reports and briefs for outside meetings, drafted by Claude in the tools you already use. Each person also gets a learning track to set them up, inside your company's rules.

Take the check for Management / ITSee the sample company

Two minutes. No sign-up.

Starts with12 in the library

Management / IT

Turn the month's reports into a one-page board summary

A one-page summary with every point traced to its report, and the numbers that disagree marked.

Safe version

Get the decisions out of a long report in minutes

One page: the key points, the asks and deadlines, the numbers with page references, and the questions to ask.

When you need it

Walk into every outside meeting with a one-page brief

One brief per outside meeting: who is coming, the history, open quotes, orders and complaints, what you promised to bring, what you want and what to ask.

Safe version
ready workflows
12
ready workflows
steps in its learning track
5
steps in its learning track
courses its track uses
2
courses its track uses
with a safe version
9
with a safe version

01 Do

12 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 the month's reports into a one-page board summaryClaude reads the month's department and finance reports and writes what the board needs: key numbers against plan, what went well and badly, risks, and the decisions you need.When you need itWord or Docs, PowerPoint, Excel or SheetsSafe version
Get the decisions out of a long report in minutesGive Claude the report. It tells you what matters for you, what it asks you to do, and the numbers it rests on, each with its page.When you need itWord or Docs, EmailFull
Walk into every outside meeting with a one-page briefEach weekday morning Claude looks at today's calendar and, for every meeting with people from outside, writes a brief from your emails, your files and recent news: the history, what is open on both sides, and what to ask.Every weekdayEmail, CRM, ERP, Word or DocsSafe version
Also in the library· 9
Write announcements everyone on the shop floor understandsGive Claude the facts in a few lines. It writes a clear announcement in plain words, a short version to post, and the questions people will ask.When you need itEmail, WhatsApp, Word or DocsFull
Know what a contract commits you to before you signClaude reads the contract against your standard terms and lists what you would commit to, every clause that differs, and what to ask the other side or your lawyer. An NDA gets a plain verdict, and every contract gets the checks to make before anyone signs.When you need itWord or Docs, EmailSafe version
Start the week with one page on cash, orders and what needs youEvery Monday morning Claude reads the week's exports in your Management folder and writes one page: cash today and this week, orders in, deliveries due and late, and money owed to you. It ends with the few things that need your decision.Every weekERP, Excel or Sheets, Word or DocsSafe version
Turn a full inbox into the short list that needs you, and what you promisedEach weekday morning Claude reads what came in from banks, suppliers, customers, staff and your accountant, and gives you the short list that needs you. It also keeps track of what you promised and what others still owe you.Every weekdayEmailSafe version
Keep a short list of what could hurt the business, and review it monthlyBefore each monthly management meeting, Claude reads the month's notes and updates your risk list: what got more or less likely, what is new, and which actions are late. Every risk is scored by how likely it is and how badly it would hurt.When you need itExcel or Sheets, Word or DocsSafe version
Decide in an hour whether a grant call or tender is worth applying forGive Claude the call or the tender documents. It checks every eligibility rule against your company profile, says what applying would cost you in time, money and promises, and gives a plain verdict: apply, apply only if, or skip.When you need itWord or Docs, Excel or SheetsSafe version
Understand a formal notice, and prepare the reply for your lawyerGive Claude a formal notice, a demand letter or a request from someone about their personal data. It explains in plain words what it says and by when, puts the facts from your files in order, and drafts the outline of a reply for your lawyer.When you need itWord or Docs, EmailSafe version
A weekly roundup of trends and what competitors postedEvery Monday Claude looks at what moved in each client's niche last week and what their competitors posted, and writes one roundup with post ideas the team can use this week.Every weekWord or Docs, EmailFull
Know every contract's end date and notice period before it passesClaude reads your signed contracts once and keeps one list of every end date, notice period and price review, yearly supply and price agreements included. Each Monday it tells you what comes due in the next 90 days.Every weekWord or Docs, 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
    Research and synthesisModuleWork with Claude Cowork
  3. 03
    Capstone: ship a workflowModuleWork with Claude Cowork
  4. 04
    Ship with Claude CodeCourse
  5. 05
    Safety, cost, and trustModuleWork with Claude Cowork
Courses and packs its track uses
  • Work with Claude Cowork32 lessons
  • Ship with Claude Code40 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· 5
Technical drawingsWorkflows it touches1Switch to a safe version1Taken out0
PricesWorkflows it touches5Switch to a safe version5Taken out0
Customer personal dataWorkflows it touches4Switch to a safe version1Taken out3
Employee recordsWorkflows it touches2Switch to a safe version1Taken out1
Company financialsWorkflows it touches5Switch to a safe version5Taken out0

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

See what your Management / IT team would get.

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

Take the check for Management / ITBring your whole team

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