This hands-on course shows professionals how to use Claude to get everyday work done faster across Microsoft 365 and the Claude website. Working through live examples, it covers the fundamentals of the Claude interface—organizing chats and projects, choosing the right model, using web search, and uploading files—before moving into the dedicated Claude add-ins for Word, PowerPoint, Excel, and Outlook.

You'll see how Claude can generate and reformat content, convert PDFs and images into editable Word and Excel files, translate documents between languages, interpret handwritten notes, and visualize data as charts, org charts, and dashboards. The Office add-in segments demonstrate drafting and revising documents inside Word, building and editing presentations in PowerPoint, writing formulas and summarizing data in Excel, and managing email, folders, and calendar events in Outlook. The course also covers cross-app workflows that let Claude share data between Office applications, and the use of connectors to reach Microsoft 365 and other services directly from the Claude website.

Throughout, the emphasis is on practical prompting and treating Claude as an assistant rather than a replacement—reviewing and adjusting its output to fit your needs. The course notes that the Office add-ins require a paid Claude plan, while everything shown in the add-ins can also be accomplished from the Claude website.

Topics Covered

1. Navigating the Claude interface: the sidebar, starting new chats, and giving each chat a clear role
2. Organizing work with projects, starred chats, renaming, and chat history
3. Choosing a Claude model (Opus, Sonnet, Haiku) and understanding usage limits
4. Using web search for up-to-date answers
5. Generating content and exporting it to Word, Excel, PowerPoint, and PDF
6. Uploading files and photos with the plus sign; taking screenshots
7. Converting PDFs into editable Excel and Word files
8. Translating documents and images between languages
9. Turning handwritten or rough notes into organized documents
10. Visualizing data as org charts, flowcharts, Venn diagrams, Gantt charts, and other graphics
11. Installing the Claude add-ins for Word, PowerPoint, Excel, and Outlook
12. Add-in settings: custom instructions, suggested improvements, and working across files
13. Word: drafting new documents, revising existing ones, summarizing, reformatting lists, and creating tables
14. PowerPoint: improving existing slides, generating images, and building full presentations
15. Excel: writing formulas, summarizing and looking up data, conditional formatting, charts, and dashboards
16. Cross-app workflows: sharing data and charts between Office applications
17. Outlook: searching email, creating folders and moving messages, and managing calendar events
18. Using connectors to access Microsoft 365 and other services from the Claude website
19. Effective prompting: being specific, direct, and iterative
20. Using Claude as an assistant—reviewing and refining output before relying on it