AI Workflow Guide provides practical Claude templates covering copywriting, coding, data analysis, project management, and creative ideation. Each template includes prompt structure, real examples, and best practices to help you master AI office automation and boost team collaboration efficiency.

808AI Toolshop — AI Workflow Optimization Universal Guide

Whether you're a boss, sales rep, or admin, here are ready-made tools to start working with Claude today

📝 Organizing Reports

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Boss says report's due tomorrow, but all you have is a bunch of Excel sheets? This wrench is made for you. Throw in your scattered data, numbers, and meeting notes—Claude will organize them into a report your boss can understand.

📋 How to Use

  1. Gather your raw materials (Excel, meeting notes, email content all work)
  2. Choose a Prompt below that fits, paste it into Claude
  3. Attach or paste your data, Claude will organize it into a structured report

💬 Prompt Templates

Template 1: Data Report Organization
You are a professional data analyst. I have raw data that needs to be organized into a clear business report. Please include the following structure: 1. **Executive Summary** (3-5 key takeaways) 2. **Key Data Insights** (list 3-5 most important findings) 3. **Trend Analysis** (what trends does the data show?) 4. **Recommended Actions** (based on the data, what should we do?) Raw data: [Paste your Excel content, data, or screenshots here]
Template 2: Meeting Notes Organization
Please organize the following meeting notes into a formal meeting report, including: 1. **Meeting Subject & Time** 2. **Participants** 3. **Discussion Points** (list 3-5 items) 4. **Decisions Made** (mark responsible person for each) 5. **Action Items & Deadlines** Meeting content: [Paste your meeting notes or conversation]
Template 3: Project Progress Report
I need a project progress report for my supervisor. Based on the following information, generate a professional report: **Report Structure:** - Project Overview (objectives, timeline) - This Week/Month Completed Items - Current Progress (as percentage or milestone) - Problems & Risks Encountered - Next Phase Plan - Resources or Support Needed Project information: [Paste your project notes, task list, or progress updates]
💡 Pro Tip: When attaching raw data, if it's Excel, you can upload the file directly or copy-paste cell contents. Claude understands table format. If there's a lot of data, paste a portion first to let Claude confirm the format, then add the rest.

📧 Customer Email Replies

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Client sent an email and you don't know how to reply? Can't nail the tone? Use this tool—Claude will write professional, polite, and on-point customer replies, adjusting the tone based on context.

📋 How to Use

  1. Paste the customer's original email to Claude
  2. Tell Claude your reply points (e.g., agree, decline, need more info)
  3. Claude generates a professional reply, which you can fine-tune before sending

💬 Prompt Templates

Template 1: General Customer Reply
Please help me write a professional customer reply email. **Context:** [Briefly explain what the customer asked and what you want to reply] **Customer's Original Email:** [Paste customer email content] **My Reply Points:** [List the messages you want to convey, e.g.: confirm order received, explain delivery time, provide quote, etc.] Please write in a professional yet friendly tone—formal but not stiff.
Template 2: Handling Complaints or Issues
The customer encountered an issue. Please help me write a complaint handling reply. **Customer Problem:** [Describe what problem the customer encountered] **Our Solution:** [Explain how you plan to resolve it] Please write using the following structure: 1. Express understanding and apology (if applicable) 2. Explain the cause of the problem (briefly and clearly) 3. Propose a solution 4. Explain follow-up tracking method 5. Close with gratitude and emphasis on caring The tone should be sincere and responsible, making the customer feel we take this seriously.
💡 Pro Tip: It's recommended to review the generated email yourself to confirm details (like dates, amounts, proper nouns) are correct. Claude's tone is usually great, but double-check the numbers.

🎙️ Meeting Records

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Meeting takes an hour, writing notes takes half a day? Throw in your meeting transcript, audio-to-text, or your notes—Claude will extract key takeaways, action items, and decisions, and even generate standard-format meeting minutes.

📋 How to Use

  1. After the meeting, organize the transcript or your notes into text
  2. Use the Prompt below to have Claude extract key points
  3. Review the generated meeting record, fill in missing details, then share with the team

💬 Prompt Templates

Template 1: Meeting Summary & Action Items
Please organize the following meeting content into clear meeting minutes: **Format Requirements:** 1. **Meeting Info** (subject, date, participants) 2. **Key Summary** (3-5 main discussion points) 3. **Decisions Made** (what was specifically decided) 4. **Action Items** (who does what, and by when) 5. **Next Meeting** (if mentioned) Meeting content: [Paste meeting transcript, audio-to-text, or your meeting notes]
Template 2: Extract Action List
From the following meeting content, please extract all **Action Items**. Each item should include: - Task description - Person responsible - Deadline (if mentioned) - Priority (if discernible) Meeting content: [Paste meeting record] Please present in list format so I can directly convert to to-do items.
💡 Pro Tip: If you use audio-to-text tools (like Otter.ai, Whisper), you can paste the transcript directly to Claude. The more complete the original content, the more accurate the meeting record Claude produces.

📊 Data Analysis

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Excel tables making your eyes glaze over? Don't know what story the data's telling? Throw in your CSV, Excel, or data—Claude will spot trends, find anomalies, and give recommendations, explaining what your data means in plain English.

📋 How to Use

  1. Prepare your data file (Excel, CSV, or copy-paste table directly)
  2. Tell Claude what you want to know (trends, comparisons, anomalies, etc.)
  3. Claude analyzes the data and explains it clearly

💬 Prompt Templates

Template 1: Data Trend Analysis
I have some data. Please help me analyze the following: 1. **Data Overview** (how many records, time range, main fields) 2. **Key Trends** (what trends does the data show? Rising, falling, fluctuating?) 3. **Anomalies** (any particularly outstanding numbers?) 4. **Insights & Recommendations** (based on this data, what should I pay attention to?) Please explain in simple terms without too much statistical jargon. Data content: [Attach Excel file or paste table data]
Template 2: Data Comparison Analysis
Please help me compare the following two datasets and find differences and causes: **Comparison Target:** [Explain what you're comparing, e.g.: this year vs last year, Product A vs Product B] **Analysis Focus:** - Which performs better? - Where are the differences? - What might be the causes? - What's worth noting? Data: [Paste the two datasets to compare]
Template 3: Create Data Summary
Please turn this data into a one-page summary report so my supervisor can quickly understand the key points. **Summary Format:** - Overall Overview (explain in 2-3 sentences) - Top 3 Key Findings - Visualization Suggestions (what charts to use for presentation) - Conclusion & Recommendations Data: [Attach data]
💡 Pro Tip: Claude can directly analyze Excel and CSV files you upload. If the dataset is large, you can show Claude a small sample first to confirm the analysis direction is correct, then provide the complete data.

📅 Schedule Planning

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Can't figure out the project timeline? Weekly plan always unfinished? Let Claude help you plan a reasonable schedule, allocate priorities, and even add buffer time to avoid packing things too tight and exploding.

📋 How to Use

  1. List the tasks you need to complete
  2. Tell Claude your time constraints and priorities
  3. Claude generates a reasonable schedule plan

💬 Prompt Templates

Template 1: Project Timeline Planning
Please help me plan the timeline for the following project: **Project Information:** - Project Name: [fill in] - Start Date: [fill in] - Deadline: [fill in] - Team Size: [fill in] **Task List:** [List all tasks to be completed] **Constraints:** [E.g.: some tasks have dependencies, certain dates are holidays, team member skill limitations, etc.] Please generate a reasonable Gantt-style timeline including: - Start and end dates for each task - Milestone markers - Recommended buffer time - Risk alerts
Template 2: Weekly Work Planning
Help me plan next week's work schedule: **This Week's To-Do Items:** [List all things you need to do] **Daily Available Time:** [E.g.: 8 hours per day, but Wednesday afternoon has a meeting] **Priority Criteria:** [Explain what's most important, what can be delayed] Please help me: 1. Re-order tasks by priority 2. Allocate to each day (don't overfill) 3. Mark which tasks might drag on 4. Suggest daily work rhythm (e.g.: complex tasks in the morning, misc items in afternoon)
💡 Pro Tip: Claude's generated schedule can be copied directly into Google Calendar, Notion, or your project management tool. Remember to leave some flexibility—don't fill every minute, or one surprise will blow everything up.

📋 SOP Writing

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Got a process only you know how to do? New hire needs half a day of training? Explain your process to Claude—it'll write it into a clear SOP document so anyone can follow it.

📋 How to Use

  1. Verbally describe your workflow to Claude (say whatever comes to mind, doesn't need to be perfect)
  2. Claude organizes it into a structured SOP
  3. You add details, screenshots, or notes

💬 Prompt Templates

Template 1: Write SOP from Scratch
Please turn the following workflow into a Standard Operating Procedure (SOP) document. **Process Name:** [fill in, e.g.: Customer Order Processing Procedure] **Process Overview:** [Explain the purpose in 2-3 sentences] **Step Description:** [Describe your operation steps verbally, write whatever comes to mind] Please organize into the following format: 1. Purpose & Scope 2. Responsible Person & Responsibilities 3. Detailed Operation Steps (each step should be clear and executable) 4. Notes & Common Mistakes 5. Related Forms or Tools 6. Exception Handling
Template 2: Improve Existing SOP
I have an old SOP, but it's not clear enough. Please help me improve it: **Current SOP:** [Paste existing document] **Problems:** [Explain what's unclear, what's too complex, or what information is missing] Please help me: 1. Reorganize structure for better readability 2. Add missing details 3. Rewrite in clearer language 4. Add checklists or examples
💡 Pro Tip: The most important thing about SOPs is "letting someone who knows nothing follow it." After writing, have a new person actually try it—wherever they get stuck is where the SOP needs more detail.

💰 Quotes & Estimates

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Client asks for a quote and you're calculating till your head hurts? Don't know how to estimate project costs? Claude helps you calculate costs, generate quote draft, compare supplier prices, and check if you missed anything.

📋 How to Use

  1. Provide info needed for the quote (costs, profit, items, etc.)
  2. Claude generates a structured quote
  3. You adjust details and final pricing

💬 Prompt Templates

Template 1: Generate Quote
Please help me create a professional quote draft: **Customer Information:** [Customer name, contact person] **Quote Items:** [List all items, specs, quantities] **Cost Information:** [Cost price for each item] **Profit Margin:** [Fill in your target profit margin, e.g., 30%] Please generate a quote including: - Itemized quote details - Subtotal & Total - Payment terms recommendation - Delivery timeline - Quote validity period Also help me check: any missed items, reasonable pricing?
Template 2: Project Cost Estimation
Help me estimate the cost for the following project: **Project Content:** [Describe what the project involves] **Known Costs:** [List expense items you already know] **Uncertain Parts:** [Explain which costs you're unsure how to calculate] Please help me: 1. List complete cost item inventory (including easily overlooked ones) 2. Estimate budget range for each item 3. Add 10-20% buffer budget 4. Mark risk items (which might go over budget)
💡 Pro Tip: Claude's generated quote is a draft—final pricing is still your decision. But it can help you confirm you haven't missed items and if cost structure is reasonable, avoiding quotes that lose money.

📣 Marketing Copy

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Can't think of social media posts? Don't know how to write EDM? Product copy brain going blank? Claude is your copywriting toolbox—from social to ads, from short to long, all scenarios covered.

📋 How to Use

  1. Tell Claude what type of copy you want to write
  2. Provide product info or event details
  3. Claude generates multiple versions for you to choose, or edit until satisfied

💬 Prompt Templates

Template 1: Social Media Posts
Please write 3 Facebook/IG posts for me: **Product/Event:** [fill in] **Target Audience:** [e.g.: 25-40 office workers, fitness enthusiasts] **Key Messages:** [list 2-3 selling points or messages] **Tone & Style:** [e.g.: friendly & lively, professional & trustworthy, humorous] Each post should include: - Eye-catching opening (1-2 sentences to grab attention) - Clear value proposition (why look/buy) - Call to Action (CTA) - Appropriate emoji and line breaks (easy to read) - Hashtag suggestions (3-5)
Template 2: EDM Email Marketing
Help me write a marketing email (EDM): **Subject:** [give me 3 subject options first] **Recipients:** [e.g.: existing customers, potential customers, event attendees] **Email Purpose:** [e.g.: promote new product, event invitation, special offer notice] **Content Points:** [List info you want to include] **Call to Action:** [what do you want recipients to do? E.g.: buy now, register for event] Email structure should include: - Personalized opening (make them feel it's written for them) - Clear value (why keep reading) - Main content (concise and powerful) - Clear CTA button text - PS reminder (create urgency)
Template 3: Product Copy
Please write product copy for me: **Product Name:** [fill in] **Product Type:** [e.g.: App, physical product, service] **Core Features:** [list 3-5] **Target Customer Pain Points:** [what problem does this product solve?] **Competitive Difference:** [how are we different from others?] Please generate: 1. **Headline** (one sentence with the biggest selling point) 2. **Subheadline** (supplementary explanation or context) 3. **Product Description** (150-200 words, including features & benefits) 4. **Reasons to Buy** (list 3-5 points) 5. **Closing CTA** (one sentence that drives action)
💡 Pro Tip: Claude's copy is usually very "correct" but might not be enough "your brand style." After generation, remember to adjust tone and add your brand vocabulary so it sounds like you.

🔍 Market Research

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Entering a new market? Want to understand competitors? Need to analyze customer profiles? Claude can help you organize market info, analyze industry trends, compare competitors, turning scattered information into useful insights.

📋 How to Use

  1. Provide market data you've collected (articles, reports, website info)
  2. Tell Claude what you want to understand
  3. Claude organizes and analyzes, generating a structured research report

💬 Prompt Templates

Template 1: Competitive Analysis
Please help me analyze the following competitors: **Our Product/Service:** [Briefly describe what you do] **Competitor List:** [List 2-5 competitor names] **Known Information:** [Paste collected competitor data: website content, product features, pricing, reviews, etc.] Please generate a competitive analysis report including: 1. **Competitor Overview Table** (feature, pricing, target audience comparison) 2. **Strengths Analysis** (where they do better than us) 3. **Weaknesses Analysis** (where our opportunities are) 4. **Differentiation Recommendations** (how we can stand out) 5. **Threats & Risks** (what to watch out for)
Template 2: Customer Persona Building
Help me build target customer personas: **Product/Service:** [fill in] **Known Information:** - Existing customer characteristics: [e.g.: age, occupation, behaviors, etc.] - Customer feedback or interview summary: [paste related content] - Market observations: [trends you've noticed] Please generate 2-3 customer personas, each including: - Demographics (age, occupation, income, etc.) - Pain Points & Needs (what problems they encounter) - Purchase Motivations (why they'd buy) - Information Sources (where they find info) - Decision Factors (what influences their choices) Please make these personas specific and practical, directly usable for marketing strategy planning.
💡 Pro Tip: Claude can't actively search the web for latest data, so you need to collect info first before giving it to analyze. But it's great at extracting key points and finding patterns from messy information.

🤝 Cross-Department Communication

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Engineers speak and others don't understand? Need to explain technical issues to marketing? Need to write requirements but don't know how? Claude translates tech language into plain English, organizes requirements clearly, making cross-department communication smooth.

📋 How to Use

  1. Provide original technical explanation or requirement content
  2. Tell Claude who the target audience is
  3. Claude rewrites it into a version they can understand

💬 Prompt Templates

Template 1: Translate Tech to Plain English
Please translate the following technical explanation into language non-technical people can understand: **Target Readers:** [e.g.: marketing department, customers, supervisors] **Original Technical Explanation:** [Paste technical documents, error messages, or technical discussion content] Please: - Remove or explain technical jargon - Use analogies or examples for easy understanding - Explain "why it matters" not just "what it is" - If it's a problem, explain impact and solution
Template 2: Requirements Document Writing
Help me organize the following ideas into a formal requirements document: **Feature/Project Overview:** [Explain what you want in conversational language] **Objective:** [what problem should this feature solve] **Use Cases:** [who will use it? In what situations?] Please generate a requirements document including: 1. **Background & Purpose** 2. **Functional Requirements** (specifically what to do) 3. **User Scenarios** (User Stories) 4. **Acceptance Criteria** (what counts as complete) 5. **Constraints** (technical or resource limitations) 6. **Priority Recommendations** Document should be clear enough that both engineers and non-engineers can understand.
💡 Pro Tip: The biggest cross-department communication problem is "assuming others understand when they don't." After translating with Claude, remember to confirm with the other party to ensure no misunderstanding. Clear documents mean much less back-and-forth later.
🏢

Boss / Manager

You make decisions daily, but information is scattered in reports, Excel, emails—eyes glaze over but still don't know the key points. Claude helps you quickly grasp insights, see trends, and make decisions.

🔥 Daily Top 3 Pain Points

  • Reports too long to finish, don't know where the key points are
  • Tons of data but can't see problems and opportunities
  • Need to make decisions but lack complete information integration

🎯 AI Workflow TOP 3

  • Data Analysis — Throw data in, spot trends and anomalies → View Tool
  • Market Research — Quickly analyze competitors and market opportunities → View Tool
  • Organizing Reports — Turn scattered info into decision briefings → View Tool

💬 Role-Specific Prompts

I'm the company head, and I have the following data: [Paste financial data / performance report / meeting notes] Please generate a "Decision Summary" including: 1. Key Numbers & Trends (the 3 most important) 2. Current Biggest Risk or Opportunity 3. Recommended Actions (specific and executable) 4. Metrics to Track Organize with one-page presentation logic so I can quickly grasp the situation.
I'm meeting to discuss the following topic: [Fill in meeting topic] Please help me prepare: 1. Topic Background (briefly explain current situation) 2. Key Questions List (discussion points) 3. Decision Options (list 2-3 possible solutions, pros/cons analysis) 4. Meeting Conclusion Template (decision format) Let me guide the meeting to focus quickly and make decisions.

⏰ Daily Workflow Example

09:00 Open yesterday's business report, use Claude to extract 3 key numbers
10:30 Before meeting, have Claude organize agenda and decision options
14:00 Analyze competitor dynamics, Claude generates market change summary
17:00 Weekly report, Claude integrates all department reports into one-page highlights
💼

Sales / Business

Clients one after another, quotes need to be quick, proposals need to be good, follow-ups need to be tight. You don't have time to write slowly—Claude helps you quickly produce professional documents so you can spend time closing clients.

🔥 Daily Top 3 Pain Points

  • Quotes need rushing, calculate and miss things here and there
  • Too many clients, can't keep up with replies and follow-ups
  • Proposals need to be professional but no time to write slowly

🎯 AI Workflow TOP 3

  • Quotes & Estimates — Quickly generate professional quotes → View Tool
  • Customer Email Replies — Write formal yet friendly customer replies → View Tool
  • Marketing Copy — Product intros, proposal documents quick generation → View Tool

💬 Role-Specific Prompts

Customer requirements are as follows: [Paste customer message or requirement description] Please generate a proposal outline including: 1. Understanding Customer Needs (one sentence summarizing what they want) 2. Solution (what we provide) 3. Value Proposition (why choose us) 4. Pricing Structure (items & pricing) 5. Next Steps (CTA) Tone should be professional but not cold, making the client feel we understand them.
Help me write a follow-up email: **Context:** [e.g.: one week after quote with no response / need to confirm progress after meeting] **Customer Background:** [briefly describe customer industry and needs] **Last Interaction:** [explain what was discussed last time] Please generate a polite yet professional follow-up letter including: - Brief reminder (last discussion content) - Provide extra value (e.g.: supplementary info, case studies) - Gently ask about progress - Provide action options (make it easy for customer to respond) Don't push too hard, but let the customer know we're still waiting.

⏰ Daily Workflow Example

08:30 Batch reply yesterday's customer inquiries, Claude drafts replies
11:00 Client wants quote, Claude generates draft, you adjust final price
15:00 Preparing tomorrow's proposal, Claude writes outline and product intro
18:00 Follow up last week's prospects, Claude generates 3 follow-up emails
📎

Admin / HR

SOPs never finished, announcements to send, forms to organize, meeting notes to type. Trivial tasks exploding. Claude automates these repetitive tasks so you have time for what really matters.

🔥 Daily Top 3 Pain Points

  • SOPs and process documents never finished
  • Announcements, notifications, emails constantly sending
  • Meeting records, form organization super time-consuming

🎯 AI Workflow TOP 3

  • SOP Writing — Turn processes into documents anyone can understand → View Tool
  • Organizing Reports — Forms, data quickly organized into reports → View Tool
  • Meeting Records — Meeting content into structured records → View Tool

💬 Role-Specific Prompts

Please generate a company-wide announcement: **Announcement Topic:** [e.g.: holiday notice, new policy, event notice] **Target Audience:** [all employees / specific department] **Key Information:** [List content to convey] Please generate a clear announcement including: - Title (key point in one sentence) - Content Explanation (concise but complete) - Important Dates or Deadlines (if any) - Contact Window (if needed) Tone should be formal but friendly, easy for everyone to understand.
I need a new hire training checklist: **Role:** [new hire's position] **Training Goals:** [what you want new hire to learn] Please generate a structured checklist including: 1. **First Day** (items to complete) 2. **First Week** (familiarize with environment, tools, processes) 3. **First Month** (skill learning, hands-on practice) 4. **Evaluation Criteria** (what counts as qualified) Each item should be specific, checkable, convenient for HR and supervisors to track.

⏰ Daily Workflow Example

09:00 Organize yesterday's meeting notes, Claude generates formatted version
10:30 Write a new SOP, verbally describe process to Claude to write document
14:00 Send company-wide notice, Claude writes formal announcement
16:00 Organize employee leave forms, Claude helps calculate and generate report
📢

Marketing / Planning

Daily content creation, data analysis, brainstorming. Social posts, ad copy, event planning. Claude is your creative partner helping you quickly produce copy, analyze data, brainstorm ideas.

🔥 Daily Top 3 Pain Points

  • Copy needs mass production but inspiration's not a faucet
  • Tons of data, don't know which metrics matter
  • Competitor dynamics to track but no time to check one by one

🎯 AI Workflow TOP 3

  • Marketing Copy — Social, EDM, ad copy quick production → View Tool
  • Market Research — Competitive analysis, customer persona building → View Tool
  • Data Analysis — Social data, ad performance quick interpretation → View Tool

💬 Role-Specific Prompts

Help me plan next month's content calendar: **Brand/Product:** [fill in] **Target Audience:** [describe your TA] **Marketing Goals:** [e.g.: increase brand awareness, promote new product, increase engagement] **Platforms:** [Facebook / Instagram / LINE / Email] Please generate a month's content plan including: - 3-5 post topics per week - Content type allocation (educational, entertainment, promotional) - Tie-in with important holidays or topics - CTA strategy (when to sell, when to nurture content) Let me execute it to maintain steady exposure.
Help me analyze this campaign's performance: **Campaign Info:** [briefly describe campaign content] **Data:** [Paste impressions, click-through rate, conversion rate, engagement numbers, etc.] Please help me: 1. Judge if this campaign performed well (compare to industry standards) 2. Find best and worst performing parts 3. Analyze possible causes 4. Give next optimization suggestions Explain in language marketers understand, not too much statistical jargon.

⏰ Daily Workflow Example

09:30 Check yesterday's social data, Claude finds key points
11:00 Write this week's posts, Claude generates 5 copy options
14:30 Analyze competitor's latest moves, Claude organizes into report
16:00 Plan next month's content calendar, Claude gives topic suggestions
🔧

Engineering / Tech

Writing code is fast, but no one writes docs, cross-department communication is like aliens talking, debug gets stuck for hours. Claude writes docs, translates tech language, organizes thoughts, letting you focus on real technical problems.

🔥 Daily Top 3 Pain Points

  • Documentation and comments forever owed
  • Communicating with non-technical people like speaking alien
  • Debug, troubleshooting, writing tests all time-consuming

🎯 AI Workflow TOP 3

  • SOP Writing — Technical docs, API docs quick production → View Tool
  • Cross-Department Communication — Translate tech jargon into plain English → View Tool
  • Organizing Reports — Technical progress reports, troubleshooting records → View Tool

💬 Role-Specific Prompts

Please write technical documentation for this code: **Code:** ``` [Paste your code] ``` Please generate: 1. **Function Description** (what this code does) 2. **Parameter Explanation** (purpose and format of each parameter) 3. **Return Value** (what it returns) 4. **Usage Example** (how to call this function/API) 5. **Notes** (edge cases, limitations, known issues) Format should be suitable for README or API documentation.
Help me explain this technical issue to non-technical people: **Technical Issue Description:** [Paste error message, system issue, or technical limitation explanation] **Target Audience:** [PM / Customer / Supervisor] Please re-explain in non-technical language: - What the problem is (use analogy or example) - Why it happened - What the impact is (effect on users or business) - Solution (what we plan to do) - How long it takes Let them understand the situation without needing technical details.

⏰ Daily Workflow Example

10:00 Finished new feature, have Claude generate docs and comments
11:30 PM asks about feature progress, use Claude to translate tech status
15:00 Debug hit a problem, discuss possible causes with Claude
17:30 Organize this week's tech progress, Claude writes weekly report
💹

Finance / Accounting

Month-end reports till dawn? Boss suddenly wants numbers? Tons of Excel to reconcile? Claude helps you organize data, generate reports, check anomalies, making reconciliation and reporting no longer a nightmare.

🔥 Daily Top 3 Pain Points

  • Reports can't finish, format constantly adjusting
  • Numbers need reconciling, mistakes are big trouble
  • Boss suddenly asks for numbers, need to find quickly

🎯 AI Workflow TOP 3

  • Data Analysis — Number anomaly detection, trend analysis → View Tool
  • Organizing Reports — Financial statements, budget reports quick generation → View Tool
  • Quotes & Estimates — Budget planning, cost estimation → View Tool

💬 Role-Specific Prompts

Please analyze this financial data: **Data Type:** [e.g.: monthly P&L, cash flow, department budget] **Data Content:** [Paste Excel table or CSV data] Please help me: 1. Check for data anomalies (numbers suddenly spike, drop, or unreasonable values) 2. Calculate key financial indicators (gross margin, net margin, cash flow, etc.) 3. Compare with previous period (growth or decline) 4. Alert items needing attention Generate a concise financial summary report.
Help me create a budget planning draft: **Project/Department:** [fill in] **Budget Period:** [e.g.: 2026 Q2, full year] **Historical Data:** [Paste past budget or actual expenditure data] **Known Requirements:** [List confirmed expenses, e.g.: personnel, rent, equipment] Please help me: 1. Estimate each item's budget based on historical data 2. Recommend reserve fund percentage (for unexpected expenses) 3. Allocate priorities (which are necessary, which are flexible) 4. Generate budget table (item, amount, percentage) Format should be clear for me to adjust before reporting.

⏰ Daily Workflow Example

09:00 Check yesterday's accounts, Claude finds anomalous numbers
11:00 Boss wants last month's financials, Claude generates summary report
14:00 Draft next quarter budget, Claude gives suggestions based on history
16:30 Reconcile multiple department expense reports, Claude organizes and compares
🥚

Lv.1 Unboxing

Sign up, log in, start chatting—take your first step into AI workflow

What is Claude? It's a super-powerful conversational AI assistant that can help you write, organize data, and answer questions. Right now you just need to sign up, start chatting, and feel what AI can actually do.

🛠️ Steps

  1. Sign up for Claude account: Go to claude.ai, sign up with Email or Google account (free tier is enough)
  2. Start your first conversation: After logging in, directly type a question in the chat box, like: "Help me organize today's meeting highlights" or "Write a thank-you email to a client"
  3. Try uploading a file: Click the attachment button, upload a PDF, Word, or Excel file, ask Claude "What's this document about?"
  4. Understand free vs paid: Free tier has usage limits (around 10-30 conversations per day), paid (Pro) has unlimited conversations, faster speed, smarter

❓ FAQ

Q: Is the free tier enough?
A: For just starting to learn, free tier works. But if you use it daily, recommend subscribing to Pro (20 USD/month). Speed and conversation quality are much better.
Q: What's different about Claude vs ChatGPT?
A: Claude is better suited for handling long documents, complex reasoning, and tasks needing precise understanding. Text quality is more natural, and Chinese comprehension is excellent.
Q: Will my data be used for training?
A: By default, no. Claude won't use your conversations to train models (unless you actively share with Anthropic).

💬 Practice Prompt

Explain in the simplest way: what is AI? I don't understand tech at all.

✅ Congrats! You can now chat with Claude. Next, learn how to "ask better."

Go to Lv.2 →
🐣

Lv.2 Conversation Skills

Write good Prompts, follow-up techniques, upload files—make Claude understand what you want

Chatting isn't enough—you need to "ask the right questions." Good Prompts make Claude's output ten times more accurate. This level teaches you how to give instructions, follow up, and use files to assist.

🛠️ Core Techniques

  1. Clearly state your needs: Don't just say "help me write a report," say "help me write a weekly sales report including this week's completed items, next week's plan, problems encountered"
  2. Provide background info: Tell Claude your role, context, objectives. E.g.: "I'm an admin writing a company-wide COVID prevention notice"
  3. Specify format and style: Want bullet points? Or paragraphs? Formal? Or casual? Tell it explicitly
  4. Follow up and refine: First output not satisfying? Say "too formal, make it more casual" or "add 3 more examples"
  5. Upload files to assist: Upload Excel, PDF, Word files so Claude can see the data directly and produce results

❓ FAQ

Q: Why does Claude answer my questions poorly?
A: Usually the question is too vague. Try providing more details: your objective, who it's for, any constraints.
Q: How big a file can Claude handle?
A: Single conversation can upload multiple files, totaling about 100 pages PDF or tens of thousands of words. For huge files, recommend processing in batches.

💬 Practice Prompts

I'm in sales, and a client asked how our product differs from Competitor A. Help me write a comparison, list 3 of our strengths, tone should be professional but not too stiff.
I have Excel sales data (attached), please help me: 1. Find top 3 best-performing products 2. Analyze this month vs last month differences 3. Summarize in simple text (not too many numbers)

✅ You can now write good Prompts! Next, learn to use Claude as a long-term assistant.

Go to Lv.3 →
🐥

Lv.3 Advanced Features

Projects, Artifacts, Claude as long-term assistant

By now, you should find Claude pretty useful. But if you want Claude as a "long-term work partner," you need to learn Projects and Artifacts—two power tools.

🛠️ Advanced Features

  1. Claude Projects: Organize related conversations, documents, knowledge base into one project. E.g., create "Customer A Project," throw all customer-related materials in, Claude remembers the background
  2. Artifacts: Claude's output—documents, code, tables—auto-saves as Artifacts, which you can copy, edit, or export directly without digging through conversations
  3. Set Custom Instructions: In Projects, set "Project Instructions," tell Claude your role, work style, common formats—future conversations auto-apply them
  4. Continuous conversation & refinement: Keep following up and refining in the same thread, Claude remembers previous content, understands you better the more you chat

❓ FAQ

Q: What's different about Projects vs regular conversations?
A: Projects let you upload long-term background materials (like SOPs, customer data, product specs), Claude refers to these every conversation, no need to repeat explanations.
Q: What can Artifacts do?
A: It auto-saves Claude's output (documents, tables, code) as independent blocks, you can copy or download with one click, super convenient.

💬 Practice: Create Your First Project

Try creating a Project named "Work Assistant," in Project Instructions fill in: "I'm [your role], work includes [brief description]. When I ask for help, please reply in a professional yet friendly tone, document format primarily bullet points, key points should be clear." Then start chatting and feel how Claude remembers these settings.

✅ You're now a Claude advanced user! Want to go further with automation? Keep going.

Go to Lv.4 →
🦅

Lv.4 API & Automation

Use API, Zapier/Make to connect daily tools, let Claude work automatically

By now, you can manually use Claude for work. But if you do the same thing daily, why not make it "auto-execute"? This level teaches you to use API or No-code tools to integrate Claude into your workflow.

🛠️ Automation Methods

  1. Claude API: Go to Anthropic Console to apply for API Key, call Claude programmatically (suitable for engineers or those willing to learn coding)
  2. Zapier / Make (Integromat): Drag-and-drop to connect Claude with Gmail, Google Sheets, Slack, Notion, etc., no coding required
  3. Common automation scenarios:
    • Auto-reply or organize summary when Gmail receives email
    • New row in Google Sheets, auto-analyze data
    • Slack message triggers Claude to generate report
  4. Test & adjust: Start with simple automation (e.g., auto-send weather report every morning), expand after success

❓ FAQ

Q: I can't code, can I use API?
A: Not necessarily. Use No-code tools like Zapier or Make to connect Claude without writing a line of code.
Q: Does API cost extra?
A: Yes. Claude API charges by usage (input/output tokens), but usually cheaper than subscribing to Pro (if you're not a heavy user).
Q: Is Zapier free tier enough?
A: Free tier gives 100 automation tasks/month, enough for testing. If you want daily runs, recommend upgrading to paid.

💬 Automation Example

Try setting up with Zapier: when Gmail receives email with subject containing "quote," auto-trigger Claude to generate quote reply draft and send to your Slack.

✅ You can automate now! Want 24/7 non-stop AI assistant? OpenClaw-level deployment awaits.

Go to Lv.5 →
🦞

Lv.5 OpenClaw-Level Deploy

OpenClaw deployment, 24/7 AI, multi-Agent—you're no longer a tool user, you're running autonomous AI agents

Congrats on making it here. You're no longer a tool user—you're running autonomous AI.

OpenClaw is an open-source AI Agent framework that lets you deploy one (or multiple) 24/7 running AI assistants to auto-handle emails, monitor data, execute scheduled tasks, reply to messages, and even integrate cross-platform (Telegram, Slack, Email, Discord).

🛠️ Deployment Methods

  1. Choose deployment environment: Local Mac/Linux, VPS server, or Raspberry Pi all work
  2. Install OpenClaw: Follow the complete tutorial below step-by-step
  3. Configure Agents: Choose functions you want (email assistant, report bot, customer service Agent, etc.)
  4. Continuous monitoring & optimization: Agents run automatically, you just periodically check logs and adjust prompts

📚 Complete Setup Guide

Detailed OpenClaw installation, configuration, deployment tutorials are all here:

❓ FAQ

Q: What technical background do I need?
A: Basic terminal operations (can execute commands, edit text files) is enough. Don't need to code, but if you can that's better.
Q: How much does deployment cost?
A: OpenClaw is free, but needs API fees (Anthropic, OpenAI) and server costs (if using VPS, monthly ~5-20 USD).
Q: Can I deploy on Raspberry Pi?
A: Yes! Raspberry Pi 4 (4GB+) can run OpenClaw, suitable for home or office 24/7 operation.

🎉 Congrats! You've mastered the complete workflow from beginner to automation. Now start building your autonomous AI workflow.

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