Your First Workflow
55 minutes
Module 04 · Tier I Capstone
Your First
Workflow
One working prompt. Documented. Tested. Ready for Monday.
Charter Oak Strategic Partners
Theory without application is ornament.
If you leave without a working prompt you plan to use, the training has not succeeded.
Build it.
Test it.
Document it.
Prompt Library Template
One sentence describing the prompt's purpose
The trigger: weekly report, new hire, client meeting
Full five-component prompt
What data you feed it each time
What Claude produces and how long it takes
What you learned: what to add, what to avoid
Example Entry
Generates weekly status report for leadership
Every Friday at 3 PM, before the Monday exec meeting
Role: Senior ops manager. Context: [paste this week's metrics]. Task: Write a 1-page status report. Constraints: 3 sections, under 400 words, flag items needing decisions. Format: Executive summary with red/yellow/green status.
This week's KPI dashboard export, any blockers from Slack
~350-word report, 3 sections, ready to paste into email
Add "assume the reader has 60 seconds" for tighter output. Include last week's report as reference for consistent format.
Starter Ideas
Marketing
- Newsletter draft
- Campaign brief
- Social calendar
Sales
- Discovery prep
- Proposal draft
- Objection library
Operations
- Process docs
- Vendor matrix
- Meeting summaries
HR
- Job postings
- Onboarding email
- Review talking points
Finance
- Variance commentary
- Board deck narrative
- Audit responses
Customer Success
- QBR prep
- Renewal talking points
- Health score summaries
30 minutes. Go.
Pick your task. Recurring. At least 30 minutes.
Write all five components.
Test in Claude. Refine across two turns.
Document in the template.
Watch For
“Automate our entire onboarding process” is a project, not a prompt.
What is the smallest, most repeatable piece?
Two minutes. Five points.
What the task is
How long it takes you today
The prompt you wrote
Claude's output
How much time it saves
One prompt saves 30 minutes per week.
Twenty prompts save a full day.
Every week. For the rest of your career with this tool.
The Math
Tier I Complete
What you built.
How Claude Thinks
Five task categories. The exchange rate.
Prompt Anatomy
Five components. Every prompt. Every time.
Conversation as Interface
Four refinement types. One lever per turn.
Your First Workflow
One working prompt. Documented and tested.
Tier II: from using Claude to deploying Claude.
System prompts. Chain-of-thought. Document analysis. Writing in your voice. Compound workflows.