Claude in office work: level two

Key information

The intermediate option includes advanced workshops on three office processes, integration with a CRM system, and a module on automatic meeting minutes and controlling the Chrome browser. The exercises are based on examples prepared by the trainer. Each module ends with a concrete result that participants can adapt to their everyday work.

During the training, participants will learn, among other things:

• How to build three advanced skills that support office processes
• How to integrate Claude with a CRM system (using the company’s own CRM as an example)
• How to configure Fireflies for automatic transcription and sending of minutes after client meetings
• How to connect Claude to Fireflies so you can search your meeting archive with a single question
• How to ask Claude to carry out actions in the Google Chrome browser
• How to use Claude subagents to delegate complex tasks to several agents in parallel
• How to work safely with company data in an AI environment

Objective

The objective of the training is to familiarise participants with advanced uses of Claude AI in everyday office work: building skills on real cases, integration with a CRM system, automatic minutes of client meetings using Fireflies, and controlling the Chrome browser from within Claude. The training emphasises practical exercises on examples prepared by the trainer.

Prerequisites

• A completed course on the basics of working with Claude, covering projects, skills and connectors to Microsoft 365, as well as the basics of prompt engineering (particularly valuable if participants know the KREDO method, but not required)
• An active Claude Pro subscription for each participant
• The Claude Desktop application installed on each participant’s laptop
• An active Microsoft 365 account (Business or Enterprise) for each participant
• Login to Claude and Microsoft 365 checked in advance on the device the participant will work on
• An active free Fireflies account for each participant (https://fireflies.ai/pricing)

Organisational tip: it is recommended that 3 hours before the training starts, every participant sends Claude any message (e.g. “test”). This opens the 5-hour usage window on a Pro account and helps avoid an interruption during the workshops. If the limit runs out during the training, tokens can be topped up: if needed, the trainer will give the organiser instructions on how to do this before the training.

Organisational requirements on the client’s side

• One workstation per person: a laptop for each participant, not shared
• Stable Wi-Fi in the room, sufficient for a training group working at the same time in the Claude Desktop application and the browser
• A projector or large screen for the trainer’s presentation
• A room suitable for workshop-style work (tables, space for notes)
• A flipchart or whiteboard with markers

To be confirmed before the training

Licences and access

• Does every participant have an active Claude Pro subscription?
• Does every participant have their own Claude account, or do they share one?
• Does the organisation restrict the use of Claude connectors to Microsoft 365? (some organisations block OAuth to external tools)
• Have free Fireflies accounts been set up for all participants?
• Does the organisation use a CRM system that is worth checking for integration with Claude (for example a system with an available API)?

Participants’ technical readiness

• Every participant arrives with the Claude Desktop application installed and an account already signed in: we do not set up accounts in the training room
• A test one week before the training: each participant opens Claude Desktop and checks that they can ask a question and receive an answer.
• A test one week before the training: an IT person checks, on one of the accounts, whether a connector to the Office suite tools can be set up (this can be checked together with the trainer online)
• If any participant does not have access: please let us know in advance and we will prepare an alternative way of working

Infrastructure

• Stable Wi-Fi tested under load (a training group working at the same time in the Claude Desktop application and the browser)

Programme

The programme consists of three modules delivered within one training day. The training introduces advanced uses of Claude in office work.

Module 1: Skills: advanced workshops

• We work through three workflows in a hands-on workshop, chosen together with participants before the training. Example workflows:
• A weekly roundup of open threads from the email inbox and preparation of an action list for the team
• Searching and processing information from a CRM system (for example the company’s own CRM) directly from Claude
• Integrating an external tool with Claude to speed up work with animations
• Handling quotation requests: from receiving the request, through pricing in Excel, to drafting the quotation in Word
• Other workflows agreed in advance with the client
• Claude subagents: delegating complex tasks to several agents in parallel, so that long office processes finish in the time of a short break

Module 2: Fireflies: automatic meeting minutes

• Transcribing Microsoft Teams calls and live interviews using the live recording feature in the mobile and desktop apps
• Configuring a Fireflies account connected to your current calendar, so that the bot joins scheduled meetings automatically
• Choosing the right Fireflies licence, with a comparison of the free and paid plans in terms of archive length, integrations and transcription limits
• Automatically sending minutes to clients at specified email addresses straight after a meeting ends, without retyping notes by hand
• Connecting Claude to Fireflies, so that with a single question you can search the whole archive of conversations for agreements and guidelines
• Workshop: recording an interview with a client and practising running a meeting without a second person taking notes

Module 3: Claude in the browser: automating actions in Chrome

• What the Claude browser extension is and how it works
• Actions Claude can perform in the browser: filling in forms, extracting data from industry portals, monitoring changes on websites
• Demonstration: assigning a task in the browser from within Claude
• Security: when to assign Claude work in the browser and when not to (sensitive data, logins, transactions)
• Practical workshops on agreed use cases

Learning outcomes

After completing the training, participants:

• Have three advanced skills that handle office processes agreed in advance (for example open email threads, CRM integration, work with an external tool)
• Use Claude subagents to delegate complex tasks to several agents in parallel
• Configure Fireflies to record meetings in Microsoft Teams and live interviews, and hold conversations with clients without a second person taking notes
• Send minutes to clients automatically after a meeting ends, to specified email addresses
• Connect Fireflies to Claude and search the archive of conversations with a single question
• Ask Claude to carry out actions in the Google Chrome browser
• Know the principles of safe work with company data in an AI environment

Trainer

Franciszek Kołpanowicz: entrepreneur and certified AI trainer who helps leaders and teams become more effective through intelligent technologies. He has been published in Rzeczpospolita, among other places. He has more than 2,000 hours of work with generative AI behind him and shares his knowledge at public events, including the “Manager in the Age of AI” training organised by Rzeczpospolita, as well as at the UKEN and PASE conferences.

His background in philosophy (Jagiellonian University) and his experience in IT quality control allow him to combine analytical thinking with asking the right questions. His own practical journey with AI showed him how this technology can become a real lever for growth.

Drawing on hands-on experience, he shows leaders and their teams how to use AI not only to work more efficiently but also to think more clearly and make faster business decisions. His AI training has, among other results, cut the time needed for routine analysis of multi-page legal documentation by 80%.

In his training sessions he pays particular attention to the participants themselves, drawing on their experience and needs as the work progresses. As a result, his sessions are not repetitive routine but an enriching and individual experience.

His mission is to make artificial intelligence a practical tool for development: business, intellectual and cultural.