Claude Essentials training course

Highlights

Stop getting vague answers: learn how to state the task, audience and format
Use Claude on real work: summarise a document, reply to an email, create formulas, build a presentation
Understand privacy settings and how to use incognito chats
Choose the right Claude model for the job
Works on the free plan for nearly all of the course

By the end of the course you will be able to

Install Claude, find your way around and choose a model
Check and set your privacy settings, and use an incognito chat
Write clear requests that state the task, audience and format
Create, summarise and compare Word documents through chat
Draft email replies, get images described and summarise websites
Create Excel formulas and interpret charts
Use Claude for language practice and travel planning

Course Details

Module 1: Introduction

Downloading and installing Claude
The Claude screen and its main parts
Choosing a model
Privacy: consumer and business accounts, training, how long data is kept, your privacy setting and incognito chats
What Claude can do
What makes a good prompt

Module 2: Microsoft Word

Creating a Word document
Summarising a document and asking questions about it
Generating FAQs and a glossary for a document
Comparing two documents

Module 3: Microsoft Excel

Help with creating formulas
Explaining complex formulas
Interpreting a chart

Module 4: Microsoft PowerPoint

Creating a presentation
Creating an agenda and summary slide
Generating speaker notes

Module 5: Outlook

Replying to an email
Summarising an email thread

Module 6: Other functionality

Creating an image and reverse engineering an image
Summarising a website and asking questions about it
Suggesting improvements to a website
Learning a language and translating
Travel help and planning

Who should attend

Complete beginners who have never used Claude, or have only tried it briefly
Office workers who want faster ways to write, summarise and prepare documents
Anyone who wants clear, useful answers instead of vague ones
Teams starting an AI adoption programme who need a common starting point

Feedback

4.8 out of 5 average

"A lot in this course and suited to Python Data professionals - very fast paced but the instructor was careful to keep everyone engaged - well done Nick"

Hugh Last, Data Scientist (forensics) , May 2026

Certification

Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.

More about this course

A practical first day for complete beginners. You’ll set Claude up properly, learn how to ask for what you actually want, and start using it on real work straight away.

You’ll learn what makes a good request, check your privacy settings, and then use Claude to summarise documents, create Excel formulas, build a presentation and draft email replies. You’ll also try some extras, such as describing images, summarising websites, practising a language and planning a trip.

No AI experience is needed, and the free Claude plan works for nearly all of the course.

FAQs

Not for Claude Essentials, which is designed for complete beginners. Claude Skills, Memory and Projects assumes you’ve already used Claude or Copilot Chat. Claude in Microsoft Office assumes you’re comfortable in Excel, Word and PowerPoint.

Start with Claude Essentials if you’re new to Claude. If you already use it regularly, choose Claude Skills, Memory and Projects. If most of your work happens in Office, choose Claude in Microsoft Office.

It depends on the course. The free plan works for nearly all of Claude Essentials. Claude Skills, Memory and Projects needs a paid plan (Pro or above), and skills need the code execution setting switched on. Claude in Microsoft Office needs any paid plan, as the Office add-ins aren’t on the free plan. If you’re unsure, ask us before booking.

In Claude Essentials you work in the Claude chat window, for example asking it to create a Word document or an Excel formula. In Claude in Microsoft Office, Claude works inside Excel, Word and PowerPoint through the add-ins, on the file you have open.

A skill is a set of instructions that makes Claude follow your preferred format or style every time. A Project is a workspace with its own instructions and files. An artifact is something Claude creates for you, such as an interactive dashboard. The Skills, Memory and Projects course shows you when to use each.

Claude Essentials includes a module on privacy: consumer and business accounts, how your data may be used for training, how long it’s kept, and how to check your privacy setting and use incognito chats.

Yes. All courses can be run live online, in London or on-site at your organisation, and tailored to your team’s tools and tasks.

Claude Essentials is 1 day. Claude Skills, Memory and Projects is 2 days. Claude in Microsoft Office is 2 days.

One-day beginner Claude course. Learn to write clear requests, then use Claude for documents, Excel formulas, presentations and emails.

Public Courses

Customised Courses

Highlights

Course Details

Who should attend

Feedback

4.8 out of 5 average

Certification

More about this course

FAQs

Highlights

Course Details

Who should attend

Feedback

4.8 out of 5 average

Certification

More about this course

FAQs

Do I need any AI experience?

Which course should I start with?

Do I need a paid Claude plan?

What’s the difference between Claude Essentials and Claude in Microsoft Office?

What’s the difference between a skill, a Project and an artifact?

Is my data safe?

Can you deliver the courses for our team?

How long are the courses?

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