Claude for Everyday Business

Chat is only the beginning. The real advantage of AI in your business comes from integration — connecting tools like Claude, Cowork, and Code to your actual workflows. In this workshop, you'll learn to use MCP servers, CLI tools, and APIs to manipulate data and drive external systems. By the end, you'll bring it all together and feel like you have superpowers.

Who This Is For

Marketing and sales professionals looking to automate repetitive work
HR leaders exploring AI for recruiting, onboarding, and operations
Managers and executives who want to accelerate their insights and leadership

Agenda

Day 1

Morning

8:30Setup & introductions

9:00Execution environments: Claude Chat, Cowork, and Code

10:00Memory and context: teaching Claude about your work

11:00Setting up guardrails and permissions for your workflows

12:00Lunch

Afternoon

1:00MCP servers: connecting Claude to external tools and data

2:00Building API integrations for your business systems

3:00Wire up a real integration end to end

Day 2

Morning

8:30Setup & introductions

9:00From one-off tasks to repeatable workflows

10:00Templates, chains, and scheduled automations

11:00Build an automation you'll actually use

12:00Lunch

Afternoon

1:00Security, data handling, and organizational policies

2:00Quality checks and output validation

3:00Building your IT partnership and rollout plan

Learning Goals

Key Concepts

Execution environments: understanding when to use Chat, Cowork, and Code
Memory, context, and guardrails — help your Claude get smarter over time
MCP servers and APIs — connecting Claude to your business systems
From one-off tasks to repeatable, automated workflows
Security, quality, and IT partnership — deploying AI responsibly in your organization

What You'll Take Away

A working understanding of how AI integrates with data and tools in your work right now
Reusable templates and prompts tailored to your actual workflows
The principles and tools to build automations against your real data
A security checklist and IT partnership plan for your organization
A clear mental model for evaluating new AI tools and capabilities as they emerge

In the Workshop

Instructor

Jeff Casimir has spent two decades building technical education programs, including founding the Turing School of Software & Design. He brings deep experience in hands-on, project-based learning to every session.

What You Need

A laptop running macOS or Windows (tablets are not sufficient)
A modern web browser (Chrome or Firefox recommended)
Claude access will be provided — setup instructions sent before the workshop