What you'll learn:
- Choose the right Claude surface (Chat, Projects, or Cowork) for any task in your workday
- Delegate work to Claude as a complete outcome to hand off, instead of typing search-style prompts
- Connect Microsoft 365 and know exactly what Claude can read (Outlook, OneDrive, Teams) versus what it can write (Excel, PowerPoint, Word)
- Run a multi-step Cowork task end to end: Excel analysis into a PowerPoint deck into an Outlook draft, in one session
- Use Projects and memory to keep context across your work so you never re-explain yourself
- Verify Claude's output with a simple 3-step habit and recognize the tasks you should never delegate without review
- Apply ready-to-use starter tasks for your role: Marketing, Sales, Recruiting, Finance, or Analyst/Operations
- Set up recurring scheduled tasks and dispatch work to Claude from your phone
“This course contains the use of artificial intelligence.”
Claude is Anthropic's AI assistant, and Cowork is the part of it that stops answering questions and starts doing the work. Give it a task, and it plans the steps, runs them, and reports back. That is what people mean by an AI agent, and it changes what your working week looks like.
Most people still use AI like a search engine: type a question, copy the answer, then do the real job themselves. This course teaches the shift that actually saves time, treating Claude as a colleague you hand work to. It is built for non-technical professionals in companies running Microsoft 365, and it is deliberately short. The shared core plus the one role track matching your job takes under 80 minutes and ends with one task you can delegate the same day.
By the end of this course, you will know how to:
Pick the right surface for the job: Chat for quick answers, Projects for persistent context, and Cowork for delegated multi-step work
Write a request as an outcome you hand off, with the context and output format Claude needs to get it right the first time
Use Projects and memory so Claude carries your context instead of you re-explaining it in every chat
Connect Microsoft 365 and know exactly what Claude can read (Outlook, SharePoint, OneDrive, Teams) versus what it can write (editable Excel workbooks, native PowerPoint slides, tracked-changes Word documents)
Run a full cross-app workflow in one Cowork session: analyze a spreadsheet in Excel, turn it into a PowerPoint deck, and draft the Outlook email that sends it
Verify Claude's output with a simple three-step habit, recognize the tasks you should never delegate blind, and follow sensible data and connector hygiene
Set up recurring scheduled tasks and dispatch work to Claude from your phone
How the course is built
Short concept lessons (2 to 3 minutes) explain the why, then screen demos (4 to 5 minutes) show every click on a real Microsoft 365 environment. Each section closes with a short quiz where every answer comes with a written explanation, so even the quizzes teach. One running example dataset carries through the whole course, so the demos build on each other instead of resetting.
Pick your role track
After the shared core, take only the track that matches your job (about 10 minutes each):
Marketing: turn a campaign brief into repurposed content, and run a competitive research roundup
Sales: account research and meeting prep, plus follow-up emails drafted from a real thread
Recruiting: job description drafting and screening summaries from a folder of CVs
Finance: audit formulas in a live Excel model, then go from workbook to board-ready deck to Outlook-ready email in one pass
Analyst / Operations: data cleanup, a repeatable report, and a scheduled Monday morning digest
Every track ends the same way: one concrete "do it today" task on your own work.
Who this course is for
Marketers, sellers, recruiters, finance teams, analysts, and operations. It also works as the end-user course in an L&D or enablement rollout path. This is not a developer course. There is no code, no terminal, no command line, and no Claude Code. If you write software for a living, you want Anthropic's Claude Code material instead.
What you will need
A paid Claude plan (Cowork is not available on the free tier) and a Microsoft 365 work account if you want to follow the connector lessons hands-on. No AI experience is assumed.
About the instructor
This course comes from RPATech, an intelligent automation company focused on automation and applied AI for working professionals, built with the same demo-first approach as our other courses.
Enroll, block out 90 minutes, and bring one task you are tired of doing by hand. The course ends by showing you exactly how to hand it off.
