Highlights
- Set your preferences once so every chat starts knowing how you like things done
- Make Claude write like you, using a writing-style analysis from Copilot or Claude
- Build your own skill so Claude follows your house style every time
- Know when to use preferences, memory, a skill or a Project
- Turn one spreadsheet into a dashboard, a Word report and a PowerPoint deck
- Triage emails, summarise meetings and compare documents faster
- Leave with 12 Projects you can reuse at work
By the end of the course you will be able to
- Switch web search on and review your privacy settings
- Build personal preferences using a writing-style analysis from Copilot or Claude
- Turn memory on, check what it holds, import memories and ask Claude to remember something
- Explain the difference between a skill, a Project and an artifact
- Build your own Claude skill with Claude’s help, then use it
- Decide when a task needs a skill and when it needs a Project
- Create a Project with instructions and test it on sample files
- Edit, summarise and compare documents
- Triage emails and schedule a recurring task
- Turn one meeting transcript into management summaries and Planner tasks
- Produce a dashboard, Word report and PowerPoint deck from one spreadsheet, and publish an artifact
- Compare two Excel files and improve a presentation
Course Details
Day 1: Make Claude yours
Module 1: Settings
- Privacy and web search settings
- Building personal preferences with Copilot (writing-style analysis)
- Building personal preferences with a Claude prompt
Module 2: Memory
- Setting up and importing memories
- Checking what Claude remembers
- Asking Claude to remember something
Module 3: Skills and artifacts
- Skills, Projects and artifacts: when to use each one
- Creating and using skills
- Using artifacts
Day 2: Projects workshop
Module 4: Setting up Projects
- What a Project is and how to set one up
- Writing Project instructions and testing on sample files
Module 5: Projects from Excel data
- Project 1: Excel data to an interactive dashboard
- Project 2: Word report from Excel data
- Project 3: PowerPoint from Excel data
Module 6: Everyday admin
- Project 4: Dealing with emails and scheduling the task
- Project 5: Professional writing editor
- Project 6: Document summary
- Project 7: Document comparison
- Project 8: Help with decisions
Module 7: Meetings, presentations and spreadsheets
- Project 9: Meeting transcript to two summaries
- Project 10: Meeting transcript to Planner tasks
- Project 11: Improving a presentation
- Project 12: Comparing two Excel files
Who should attend
- Anyone who already uses Claude or Copilot Chat and wants more consistent results
- Team leaders, managers and administrators who handle emails, reports and meetings
- Professionals who want Claude to write in their own style
- Anyone ready to move from one-off chats to reusable tools
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