02Full day
Practical AI Bootcamp
A full day. The morning covers using AI apps well and what automation can do. The afternoon is the hands-on AI Workshop.
6 hours, plus lunch
Best for
Teams with set processes that use some software every day.
ai workshop · 3 hours
The AI Workshop: three hours of hands-on Claude training.
An AI workshop is a hands-on session where your team learns AI by using it on real tasks.
In mine, each person works in Claude on their own laptop, in two sessions. The first covers Claude Chat: privacy, research, connecting email and files, and saving tasks as skills. In the second, Claude Cowork works on files on your computer and runs a task on a schedule. Every example comes from your industry.
- Length
- 3 hours
- Format
- Hands-on, on laptops
- Group
- Up to 20 people
- Where
- On site in the U.S., or online
Outcomes
What your team will be able to do.
Everyone does each step on their own laptop while I walk the room. What they learn in Claude also works in ChatGPT, Gemini, and Copilot.
- 01
Set up Claude so your chats are not used to train AI models, and know what should never go in.
- 02
Get better answers by letting Claude ask you questions first.
- 03
Use web search and research reports, and check where the facts come from.
- 04
Connect Claude to your email, calendar, or files so it works with real information.
- 05
Turn a spreadsheet into a dashboard and a Word report, then check the numbers yourself.
- 06
Save a task you repeat as a skill, then put it on a schedule.
The agenda
Two sessions, three hours.
Each session runs 1 hour 15 minutes, then 15 minutes for questions. It can also run as three 45-minute sessions, each followed by a 15-minute break.
Start3 hours
Session 1: Claude Chat
- 10 min
Privacy first
Everyone opens Claude on their own laptop. We switch off model training on your chats and agree on what never goes in.
- 20 min
Better answers, web search, and research
Let Claude ask you questions before it answers. Then run a web search and a full research report on your industry, and check the sources.
- 15 min
Connect your tools
Connect the email, calendar, or files your company approved, and ask questions about your own week.
- 20 min
Skills and projects
Save a task you repeat as a skill you can run again just by asking. Give each client or topic its own project, so the context never mixes.
- 10 min
Interactive pages
Ask Claude for a one-page explainer with a short quiz, for example to train a new hire.
- 15 min
Questions and a break
Session 2: Claude Cowork
- 30 min
Give Claude one folder
Switch to Cowork and link one folder on your computer. Claude asks you questions and writes a CLAUDE.md file: your role, your tone, and the documents you usually make.
- 25 min
From a spreadsheet to a report
Start from a spreadsheet of sample data. Claude builds a dashboard and a Word report with charts. You check the numbers.
- 20 min
Make it a skill, then schedule it
Save the whole process as a skill. Then set a task to run on a schedule, like a morning brief from your inbox.
- 15 min
Questions and next steps
Each person names one task they will hand to Claude on Monday. The list is yours to keep.
What you leave with
What each person leaves with.
- A Claude account set up safely, with model training switched off.
- Claude connected to the email, calendar, or files your company approved.
- A research report on your industry, with sources they can check.
- A saved skill for a task they repeat.
- A project folder with a CLAUDE.md file that Claude reads every time.
- A dashboard and a Word report built from a spreadsheet.
- One task that runs on a schedule.
- A page with every prompt from the day.
Set up for your industry
What this can look like in your business.
Before the day, I swap the research topics, sample data, and exercises for your kind of work. These are examples of what that can look like.
Home services
A Monday report of last week's jobs by type and technician, with unpaid invoices listed.
Property management
A dashboard of open maintenance requests by property, and how long each one has been open.
Marketing agency
A client report that builds itself from a spreadsheet export.
Professional services
A weekly brief on news and rule changes in your field, saved as a skill.
Any office
A morning brief that reads your latest emails and lists what needs attention today.
New hires
A one-page explainer with a short quiz, so new staff learn a process faster.
Who it is for
Is the AI Workshop right for your team?
A good fit
- A team that uses AI a little and wants to use it on real work.
- One team or one process you want to start with.
- People who already use AI every day and want to go further.
Not the right fit
- Teams that have never opened an AI app. Start with the AI Foundations Bootcamp, or the Practical AI Bootcamp.
- More than 20 people in one hands-on session. A bigger team splits into groups.
What your team needs before the day.
- A laptop for each person, Mac or Windows.
- The Claude desktop app, installed and signed in before the day. I send setup steps a few days before.
- A paid Claude plan for each person. Claude Cowork, used in the second session, is not on the free plan.
- If your company is on a Claude Team or Enterprise plan, someone with admin access checks a few settings first. In a small business, that person is often you.
- Three tasks each person repeats every week. A short survey a week before collects them.
Other trainings
Not quite the right fit?
03Full day
AI Foundations Bootcamp
A full day for beginners. How AI works and what it can do, in plain words, with games and quizzes in place of building.
6 hours, plus lunch
Best for
Teams that rarely use AI and run on email, paper, and memory.
Questions
What owners ask about the AI Workshop.
What is an AI workshop?
A hands-on session where your team learns AI by using it on real tasks. In mine, each person works in Claude on their own laptop for three hours, on examples from your industry.
Why Claude?
Claude connects to the tools your team already uses, and with Cowork it can work on the files on your computer. What your team learns also works in ChatGPT, Gemini, and Copilot, so the habits carry over if you switch.
Is this official Claude training from Anthropic?
No. Otomations is independent and not affiliated with Anthropic. I hold two Anthropic certificates and build client systems with Claude.
Do we need a paid Claude plan?
Yes. Each person needs a paid plan and the Claude desktop app. Claude Cowork, used in the second session, is not on the free plan. I send setup steps a few days before.
How many people can join?
Up to 20 people in one hands-on session. A bigger team splits into groups.
Is it on site or online?
Either. I come to your business anywhere in the U.S., or run it on a video call. The agenda is the same.
Is our data safe?
We start with the privacy settings. The exercises use sample data, so no client information goes into the session. You decide beforehand which email or file accounts people may connect.
Can it run in shorter sessions?
Yes. It runs as two sessions of 1 hour 15 minutes, each followed by 15 minutes for questions, or as three 45-minute sessions with a 15-minute break after each.
What does the AI Workshop cost?
I don't publish prices. I quote after a short call, because it depends on your group size, where we run it, and how much I set up for your industry.
What happens after the workshop?
Each person leaves with a list of tasks they want to hand to AI. Some they can now handle in Claude on their own. If some need more than that, I can build them as automations. Another team can also book its own workshop on a different use case.
Plan your team's AI Workshop.
In a 30-minute call we talk about your team, the work they repeat, and the examples to use on the day. The call is free.
Free. 30 minutes.