Student Guide
Module 04
Your First Workflow
The Tier I capstone. Everything from the first three modules combined into one working prompt for a real task from your job. Participants leave with the first page of their Prompt Library.
Charter Oak Strategic Partners · Claude Mastery Program
- One working prompt for a real recurring task from your job
- A documented template you can reuse, share, and build on
- A two-minute presentation of your workflow and its impact
- The first entry in your personal Prompt Library
The Assignment
This is the capstone for Tier I. Everything from the first three modules comes together here. The deliverable: one working prompt for a real task from your real job. Something recurring. Something that takes you at least 30 minutes. Something you will use when you are back at your desk Monday morning.
The Prompt Library Template
Document your working prompt using these six fields. This becomes the first page of your prompt library.
| Field | What to Write |
|---|---|
| What It Does | One sentence describing the prompt's purpose |
| When to Use It | The trigger: weekly report, new hire onboarding, client meeting prep |
| The Prompt | The full five-component prompt (Role, Context, Task, Constraints, Format) |
| Inputs Needed | What data or information you feed it each time you use it |
| Expected Output | What Claude produces and how long it takes |
| Tips | What you learned during testing: what to add, what to avoid, best refinement turns |
Workflow Ideas by Department
If you are not sure where to start, scan this list for something that matches your role. Most people already have a task in mind. These are here for the ones who need a starting point.
- Weekly newsletter draft
- Competitive messaging comparison
- Campaign brief from bullet points
- Social media calendar
- Product launch email sequence
- Discovery call prep brief
- Proposal first draft
- Objection response library
- Win/loss analysis summary
- Quarterly pipeline narrative
- Process docs from notes
- Vendor comparison matrix
- Quality incident report draft
- Meeting summary + action items
- SOP revision from redlines
- Job posting from intake form
- Onboarding checklist email
- Performance review talking points
- Policy FAQ generation
- Exit interview summary
- Variance commentary draft
- Board deck data narrative
- Expense report analysis
- Cash flow projection narrative
- Audit response drafts
Build Phase
Step 1: Pick your task. Something recurring, at least 30 minutes per occurrence.
Step 2: Write your prompt using all five components (Role, Context, Task, Constraints, Format).
Step 3: Test it in Claude. Refine across at least two turns.
Step 4: Document the final version in the Prompt Library Template.
Small and useful beats ambitious and unfinished. Pick the smallest repeatable piece of a process, not the entire process.
Presentation
- What the task is
- How long it takes you today
- The prompt you wrote
- Claude’s output
- How much time it saves
The Math
If each prompt saves you 30 minutes per week, twenty prompts save you ten hours per week. That is a full day recovered. Every week. For the rest of your career with this tool.
The template is yours. Every good prompt you build from this point forward goes into it. Over time, a library of working prompts becomes the most valuable artifact you take from this training.
What’s Next
Tier I gave you the foundation: mental models, structured prompts, iterative refinement, and a working workflow. Tier II starts with system prompts and personas. You will learn how to make Claude behave consistently, think deeply, handle files and data, write in your voice, and chain multiple steps into compound workflows. The jump from Tier I to Tier II is the jump from using Claude to deploying Claude.
Module 01: How Claude Thinks
Five task categories: Generation, Analysis, Transformation, Extraction, Reasoning. The exchange rate: two minutes of structure for hours of revision.
Module 02: Prompt Anatomy
Five components: Role, Context, Task, Constraints, Format. Every prompt. Every time.
Module 03: The Conversation as Interface
Four refinement types: Add Data, Adjust Tone, Change Format, Polish Details. One lever per turn.
Module 04: Your First Workflow
One working prompt. Documented in a template. Tested and refined. Ready for Monday.
The Formula
Structure your input. Refine deliberately. Document what works. Build a library.