CC04 · Claude for Business Operations
Five AI workflows you'll actually use tomorrow.
For non-technical operators, knowledge workers, and decision-makers who want to use Claude for everyday business operations work (drafting, summarising, planning, analysis, comms). BAs, PMs, ops managers, admin leads — anyone who lives in documents and processes.
Next sessionDates TBD — register interest
Register interest
“The value is in checking. Getting it to generate things is one part, but the real value is bouncing ideas off it and getting detailed feedback — not just where you've gone wrong, but how you can improve. That's where students could get a lot of value.”
“I liked the variety of examples that were offered. It triggered my imagination so that I am now motivated to consider AI throughout all aspects of my work.”
Who it's for
For non-technical operators, knowledge workers, and decision-makers who want to use Claude for everyday business operations work (drafting, summarising, planning, analysis, comms). BAs, PMs, ops managers, admin leads — anyone who lives in documents and processes.
- You're a BA, PM, ops manager, admin lead — or anyone who lives in documents
- You've heard about AI but haven't found a way to make it useful in your actual workflow
- Your workload is growing and you need to work smarter, not just harder
- You want practical techniques, not theory about "the future of work"
What you'll leave with
✓5+ ready-to-use Claude workflows for your daily work
✓A personal AI playbook tailored to your role
✓Confidence to experiment independently — knowing what works, what doesn't, and what not to feed into AI
What we cover
1. Setup for work
Claude Desktop / Claude.ai configured for how you actually work.
2. Documents
Drafting, review, summarisation — the bread and butter.
3. Meetings + comms
Prep, follow-up, stakeholder briefs, emails that don't sound like AI wrote them.
4. Process + analysis
Process documentation and improvement; data analysis without writing scripts.
5. Custom Projects
Set up reusable Projects with your context for recurring tasks.
6. Privacy + boundaries
What NOT to put into AI — the safety briefing.
Format & prerequisites
Duration
3.5 hours
Format
Live online (Microsoft Teams)
Prerequisite
None
Bring
Laptop + a current real work problem (a draft, a stuck process, a recurring task).
Tools
Claude Desktop app · Google Gemini
Paid Claude plan required (Pro or above).
Full setup guide →
Facilitator
Tracy Anthony
CEO · Co-founder · Facilitator · LinkedIn
Business architect and systems thinker who runs a business with AI as a genuine co-worker — not a novelty, but a core part of how work gets done. Tracy has guided organisations from "we should probably do something about AI" to "here's our plan and we're executing it," and helped small business owners build booking systems, client databases, and workflow automations using Claude Code as the bridge between business need and working software. Brings practical governance experience and zero tolerance for hype.
“I found the present and presenter both interesting and engaging. I have learnt that there is more to AI than I first thought and how it could benefit my work life.”
Want this for your team?