AI workflows and training for operations teams

Shift reports, supplier follow-ups and production plan checks, drafted by Claude in the tools your team already uses. Each person also gets a learning track to set them up, inside your company's rules.

Take the check for Operations See the sample company

Two minutes. No sign-up.

Starts with13 in the library

Operations

Write the weekly shift report from the raw numbers

The weekly report, drafted, with every number it doubts marked instead of fixed.

Every week

Chase late supplier deliveries before they stop the line

Reminders waiting in your drafts, confirmed dates filled in, and a short list of orders that could stop production.

Safe version

Check the production plan for clashes before it goes out

A load table per machine and week, and a list of clashes with one suggested fix each. The plan itself stays untouched.

When you need it

ready workflows: 13; ready workflows
steps in its learning track: 6; steps in its learning track
courses its track uses: 1; courses its track uses
with a safe version: 9; with a safe version

01 Do

13 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

Write the weekly shift report from the raw numbersEvery Friday Claude reads the week's shift sheets and writes the report: output against plan, downtime, issues, what to watch next week.Every weekExcel or Sheets, Word or Docs, EmailFull

Chase late supplier deliveries before they stop the lineEach morning Claude checks open purchase orders against promised dates, drafts reminders for the late ones, and reads supplier replies.Every weekdayEmail, Excel or Sheets, ERPSafe version

Check the production plan for clashes before it goes outClaude reads the plan, the open orders and each machine's available hours, works out the load on every machine week by week, and flags overloads, late orders and missing material, with the rows behind each.When you need itExcel or Sheets, ERPFull

Also in the library· 10

Turn the week's nonconformities into one quality noteClaude groups the week's nonconformity records by cause, part and line, and writes the note for the quality meeting.Every weekExcel or Sheets, Word or DocsSafe version

Draft purchase order emails from the approved listClaude turns approved purchase requests into one email per supplier, with part codes, quantities and dates, ready for you to send.When you need itEmail, Excel or Sheets, ERPSafe version

Turn the questions customers keep asking into one answer sheet for the whole teamClaude reads the last three months of your answers to customers, finds the questions that keep coming back, and writes one short answer to each from what you already said and your own documents. Where colleagues answered differently, it asks you to decide.When you need itEmail, Word or Docs, Excel or SheetsSafe version

Sort every service request by urgency and who should take itEach weekday morning Claude reads the new service requests, finds each machine in your list of installed machines, sorts the requests by urgency and suggests who takes each one. It drafts a first reply that asks for what the technician still needs.Every weekdayEmail, ERP, Excel or SheetsSafe 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

Work out what to reorder this week from what actually movesEvery Monday Claude reads your stock and usage and works out, part by part, what will run out before a new order could arrive. It suggests what to order and how much, and the lines you approve go to your To order sheet for the purchase order drafts.Every weekERP, Excel or SheetsSafe version

Answer a customer complaint the same day, and brief your teamPaste the complaint. Claude drafts a calm first reply that says what happens next and by when, and writes the note your quality or production team needs to start: what was found, how many, which lot, how urgent.When you need itEmail, Word or DocsSafe version

Never miss a certificate, permit or inspection dateEvery Monday Claude reads your register of certificates, permits, periodic inspections and calibrations, checks each date against its document, and tells you what is overdue and what has to be booked now.Every weekExcel or Sheets, Email, Word or DocsFull

Write down how a process really runs, before the person who knows it leavesSit with the person who runs the process, then give Claude your notes or the transcript. It writes the process as it really runs, step by step with who does what, and lists the bottlenecks it noticed on the way.When you need itWord or Docs, Excel or SheetsFull

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

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 6 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

Your first Cowork sessionModuleWork with Claude Cowork
Document and file workflowsModuleWork with Claude Cowork
Document and Contract AssistantPack
Connectors and automationModuleWork with Claude Cowork
Capstone: ship a workflowModuleWork with Claude Cowork
Safety, cost, and trustModuleWork with Claude Cowork

Courses and packs its track uses

Work with Claude Cowork32 lessons
Document and Contract Assistant

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· 4

Technical drawingsWorkflows it touches4Switch to a safe version4Taken out0

PricesWorkflows it touches5Switch to a safe version5Taken out0

Customer personal dataWorkflows it touches4Switch to a safe version2Taken out2

Company financialsWorkflows it touches1Switch to a safe version1Taken out0

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

See what your Operations team would get.

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

Take the check for Operations Bring your whole team

Every department has its own page