Learn Claude for business
Claude by
A practical workshop for business owners and managers to learn Claude and configure it around their industry, software and business processes.
- Date
- Thursday, 12 November 2026
- Time
- 12:00 pm – 5:00 pm
- Venue
- The Studio @ PCT, Mornington 3931
We’ll help you configure Claude with your business information, explore how it could connect with your current or planned software, and start building useful tools.
The afternoon is tailored to your business, with time to work through your priorities and test what we build.
Bring your laptop and two or three business processes you’d like to improve.
What you’ll learn
Set up Projects for your business
Give Claude the business information, documents and instructions it needs for a particular area of work, such as sales proposals, customer research or internal operations.
Connect Microsoft 365 or Google Workspace
Learn how Claude connects to your business accounts, what it can access and how to use that information in your work.
Create business tools with Artifacts
Create calculators, interactive checklists and simple dashboards. Learn how to make changes and adapt them to the way your business works.
Use Claude with your business systems
Explore how Claude can work with systems such as Shopify, Xero, Cin7, simPRO, HubSpot and Klaviyo through available connectors and automation tools.
Choose two or three processes from your business and work through how to simplify or automate them, with help during the session. What we can connect and complete depends on your systems, access and the complexity of the work.
Claude
A workshop tailored to your business
We customise your learning around your industry, the software you use and the business challenges you’d like to solve.
We’ll ask about your business before the workshop so we can plan around the things that matter to you.
Choose two or three tasks or processes you’d like help with, and we’ll work through what’s practical during the session.
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Short survey
Tell us about your industry and software.
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Your business
Choose two or three tasks to work on.
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Your workshop
Work through what’s practical together.
You’ll need a Claude Pro or Max subscription, examples of the tasks you want to improve and access to the relevant business software.
What you’ll leave with
The skills to use Claude in your day-to-day work
Learn how to give Claude clear instructions, work with your documents and check its responses, using examples relevant to your business.
Claude set up for your business
Your business information, documents and instructions organised in Claude, so you can build on the setup each time you use it.
A clearer view of what AI can do for you
Identify where Claude could save you time, improve your processes and support your team, with guidance tailored to your industry and priorities.
Help connecting your business software
Explore how Claude can work with the tools you already use or want to introduce. Set up suitable connections during the session, with clear steps for anything that needs further work.
Useful tools built around your work
Build and test tools for real business tasks, such as preparing quotes, reviewing reports, drafting customer responses or organising information, depending on your priorities.
The confidence and a plan to keep going
Leave knowing how to use and refine what you’ve created, what to tackle next and where you may need further support.