The Optimal Flowlearn
Artificial intelligence
Claude

Claude for everyday work

Learn to use Claude to analyse documents, prepare content and organise tasks through reusable instructions and result reviews grounded in your working context.

Introductory8 h · 4 × 2 hSpanish & English
Contact

Find your starting point

A good fit when you want to analyse documents and prepare drafts in Claude with sufficient context and a clear way to review results.

Another option to consider

Claude for developmentIf your work centres on reading, modifying and checking code, choose Claude for development.
Hours and sessions
8 hours live · 4 sessions of 2 h.
Group size
Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.

What you will learn

  1. 01

    Prepare instructions with the context and authorised documents needed for a task.

  2. 02

    Check an analysis or draft against its sources, identifying omissions and information that is still needed.

  3. 03

    Organise instructions and reference material to repeat a task and check how it responds to different examples.

A proposed programme

Turn weekly coordination notes into short minutes, an action table and a follow-up note. Learn to select the context Claude needs, summarise the meeting and adapt the result for those continuing the work. Check agreements and owners against the notes and leave a reusable format for the next meeting.

We adapt the selection and depth of the modules to the group's starting point and goals.

01

Prepare the context

Objective, authorised documents and instructions to guide work with Claude.

You will work on

  • Define who will use the minutes and what they need to continue the work.
  • Organise notes by topics, decisions, tasks and open questions; select only the material needed.
  • Prepare an instruction with context, a minutes structure and an action-table format.
Practice
Organise notes from a weekly meeting about internal enquiries and prepare a request for minutes and actions.
How you will check it
Identified notes and an instruction with a reader, topics and deliverable format.
02

Analyse and draft

Summaries, information comparisons and draft preparation using examples from the group.

You will work on

  • Prepare short minutes bringing together each topic’s main points and distinguishing agreements from proposals.
  • Extract an action table with owners and dates, flagging details absent from the notes.
  • Draft a team follow-up note and check agreements and tasks before using it.
Practice
Create minutes, an action table and a short team note from the same meeting.
How you will check it
Three consistent texts whose agreements, tasks and open questions can be located in the original notes.
03

Review and repeat

Quality criteria, identifying omissions and guidance for reusing instructions.

You will work on

  • Adjust the follow-up’s length and tone without losing agreements or adding commitments.
  • Repeat the method with another meeting’s notes and check that earlier decisions are not carried over.
  • Save instructions and reference material, using a Project only if access has been agreed and checked.
Practice
Apply the format to a second fictional meeting and improve the instructions using the group’s feedback.
How you will check it
A reusable minutes and follow-up guide with a second reviewed deliverable.

From scattered notes to actionable minutes

Teaching example

Suggested practice: turn meeting notes into a summary and proposed follow-up, checking decisions and data against the source material. We can organise the instructions and documents in a Project when this fits the goals and available features. The exercise is agreed for each edition.

Fictional classroom case. At its weekly meeting, a team agrees to update the internal-enquiries guide. Irene will prepare a draft on Thursday and Pablo will review duplicate enquiries on Friday. Consolidating intake channels remains a proposal, with no decision or owner yet. We use written notes, not recordings.

Starting point
The notes consist of scattered phrases. Anyone who missed the meeting needs to know what was agreed, what each person should do and which questions remain open.
First attempt
The group requests short minutes, an action table and a team note. The teaching draft we review summarises the topics but presents channel consolidation as approved and loses the task dates.
What we review
The trainer helps check the minutes against the notes and turn the tasks into a useful table. The group retains owners and dates and moves channel consolidation back into outstanding proposals.
Result
The minutes record the guide update. Actions are Irene: draft on Thursday; Pablo: duplicate review on Friday. The note communicates these tasks and keeps channel consolidation open. The format is then reused with different notes, without sending messages.
Meeting notes

Weekly coordination · internal enquiries

Agreement
Update the internal-enquiries guide.
Action 1
Irene prepares the draft on Thursday.
Action 2
Pablo reviews duplicate enquiries on Friday.
Proposal
Consolidate channels: no decision or owner.
Working instruction

Prepare short minutes, an action table with owners and dates, and a team follow-up note. Use these notes and separate agreements from proposals. Flag missing details rather than filling them in.

Draft we review

It is agreed to update the guide and consolidate intake channels. Irene will draft it and Pablo will review duplicates.

Reviewed minutes and actions

Agreement: update the guide. Actions: Irene prepares the draft on Thursday; Pablo reviews duplicates on Friday. Channel consolidation remains a proposal with no decision or owner. The follow-up note retains these distinctions.

Teaching texts from a fictional case; the prepared draft supports review practice and is not a guaranteed Claude response.

Before calling it complete

  • The minutes distinguish agreements from proposals and open questions.
  • The table retains the tasks, owners and dates appearing in the notes.
  • The follow-up note and next minutes retain the context of their own meeting.

Four sessions to put it into practice.

Reference edition · 8 h live

Reference edition: 8 live hours across 4 sessions of 2 hours. Minutes, actions and follow-up are prepared during the sessions with fictional notes. Projects are agreed around available features; any additional preparation is confirmed before starting.

  1. Session 12 h

    Organise the notes and objective

    Define readers, select useful context and prepare the structure of the minutes and actions.

    By the end

    A clear instruction based on identified notes.

  2. Session 22 h

    From the meeting to the minutes

    Summarise topics, extract agreements and create an action table with owners and dates.

    By the end

    Short minutes and an action table checked against the notes.

  3. Session 32 h

    Prepare the team’s follow-up

    Draft an internal note, adapt its tone and length, and check what is agreed and what remains open.

    By the end

    A note communicating the tasks and questions needed to continue.

  4. Session 42 h

    Repeat at the next meeting

    Practise with different notes, incorporate feedback and leave reusable instructions and a format; Project optional.

    By the end

    A second deliverable and a working guide for future meetings.

If your team needs to go further

  • Recording or transcribing real meetings, connecting calendars and sending invitations requires additional scope and permissions.
  • Automating follow-up, connecting company sources or developing agents and code is covered in other programmes.

Learn with someone who develops projects for companies.

Borja Martínez

Borja Martínez

The Optimal Flow consultant

Over two years of experience developing projects for companies across industries and sizes.

Borja is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.

With guidance, practice and support.

Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.

See materials, support and terms

Materials you can keep

Downloadable, versioned guides, exercises and review criteria for internal use.

To prepare and complete the delivery

A short recommendation, an editable communications kit and a group learning report.

TOF’s own certificate

A certificate of achievement after the agreed assessment. It is not a vendor certification.

A month of email support

On the content covered, up to two accumulated hours for the whole group.

Your team carries out the practice. Implementation services are agreed separately. See the scope →

Keep learning

Other options for the task you want to work on. Each link explains what that programme adds.

Artificial intelligence

Prompting for generative AI

To compare instruction variants and document a reusable approach with its limits.

View course
Work systems

Project management with AI

If you manage projects, apply information preparation and review to plans and progress updates.

View course

What does your
team need to learn?

Tell us what you want to work on, how many people would take part and where you are based. We will prepare a proposal with scope, sessions and a budget.

Contact

Would you like to ask about FUNDAE?

We check eligibility for each company and edition, subject to requirements and available training credit in Spain. Funding is neither automatic nor guaranteed. Official FUNDAE information ↗

Discuss eligibility
The Optimal FlowlearnClaude

Claude for everyday work

Learn to use Claude to analyse documents, prepare content and organise tasks through reusable instructions and result reviews grounded in your working context.

8 live hours4 sessions of 2 hoursIn Spanish or English

Reference edition: 8 live hours across 4 sessions of 2 hours. Minutes, actions and follow-up are prepared during the sessions with fictional notes. Projects are agreed around available features; any additional preparation is confirmed before starting.

Who it is for

Professionals in any function who want to apply Claude to documents and regular tasks. No technical knowledge or advanced AI experience is required.

By the end you will be able to

  • Prepare instructions with the context and authorised documents needed for a task.
  • Check an analysis or draft against its sources, identifying omissions and information that is still needed.
  • Organise instructions and reference material to repeat a task and check how it responds to different examples.

Four sessions to put it into practice

  1. Session 1 · 2 h

    Organise the notes and objective

    Result: A clear instruction based on identified notes.

  2. Session 2 · 2 h

    From the meeting to the minutes

    Result: Short minutes and an action table checked against the notes.

  3. Session 3 · 2 h

    Prepare the team’s follow-up

    Result: A note communicating the tasks and questions needed to continue.

  4. Session 4 · 2 h

    Repeat at the next meeting

    Result: A second deliverable and a working guide for future meetings.

Before we begin

A Claude account, basic browser skills and authorised or practice material. We review the plan and internal policies; if work with Projects is selected, access to those features is confirmed before training starts.

We prepare fictional text notes without recording meetings. Accounts, uploads and data handling are checked; a Project is optional if its features suit the task. Material is entered manually, without connectors, invitations or messages.

Your trainer

Borja Martínez
The Optimal Flow consultant

Over two years of experience developing projects for companies across industries and sizes.

Borja is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.

Course online · theoptimalflow.com/en/training/courses/claude-everyday-workinfo@theoptimalflow.comVersion 1 · Document reviewed: 13 October 2026
The Optimal FlowlearnClaude for everyday work

What we will work on

Prepare the context

  • Define who will use the minutes and what they need to continue the work.
  • Organise notes by topics, decisions, tasks and open questions; select only the material needed.
  • Prepare an instruction with context, a minutes structure and an action-table format.

Practice: Organise notes from a weekly meeting about internal enquiries and prepare a request for minutes and actions.

Analyse and draft

  • Prepare short minutes bringing together each topic’s main points and distinguishing agreements from proposals.
  • Extract an action table with owners and dates, flagging details absent from the notes.
  • Draft a team follow-up note and check agreements and tasks before using it.

Practice: Create minutes, an action table and a short team note from the same meeting.

Review and repeat

  • Adjust the follow-up’s length and tone without losing agreements or adding commitments.
  • Repeat the method with another meeting’s notes and check that earlier decisions are not carried over.
  • Save instructions and reference material, using a Project only if access has been agreed and checked.

Practice: Apply the format to a second fictional meeting and improve the instructions using the group’s feedback.

A fictional classroom case

From scattered notes to actionable minutes

Fictional classroom case. At its weekly meeting, a team agrees to update the internal-enquiries guide. Irene will prepare a draft on Thursday and Pablo will review duplicate enquiries on Friday. Consolidating intake channels remains a proposal, with no decision or owner yet. We use written notes, not recordings.

By the end of the exercise: The minutes record the guide update. Actions are Irene: draft on Thursday; Pablo: duplicate review on Friday. The note communicates these tasks and keeps channel consolidation open. The format is then reused with different notes, without sending messages.

Extensions agreed separately. Recording or transcribing real meetings, connecting calendars and sending invitations requires additional scope and permissions. Automating follow-up, connecting company sources or developing agents and code is covered in other programmes.

What accompanies the programme

  • A downloadable, versioned guide, exercises and review criteria; keep a copy for internal use.
  • A short recommendation, editable kit and group learning report. Responsibilities, a prior access check, handover and recipients are agreed for each delivery.
  • TOF’s own certificate of achievement after passing the agreed assessment. It is not a vendor certification.
  • Email support on the content covered for one calendar month after the last session. A maximum of two accumulated hours for the whole group, with a response time of up to two working days.

Clients provide licences unless expressly agreed otherwise. Recordings are agreed in advance. Implementation, work carried out independently by TOF, production deployment and ongoing maintenance are quoted separately. Delivery link access is agreed per delivery. Later updates and specific support require agreement. Structured documents and text alternatives; participation needs reviewed before starting.

Full format and terms → theoptimalflow.com/en/training/how-we-teach
Course online · theoptimalflow.com/en/training/courses/claude-everyday-workinfo@theoptimalflow.comVersion 1 · Document reviewed: 13 October 2026