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Student Guide

Module 09

The Compound Workflow

Chain multiple Claude interactions into a pipeline: Gather, Analyze, Synthesize, Deliver. A competitive intelligence brief that takes a human analyst half a day, built in fifteen minutes of structured prompting.

90 minutesPower users

Charter Oak Strategic Partners · Claude Mastery Program

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What You Will Learn
  • The four-step compound workflow pattern: Gather, Analyze, Synthesize, Deliver
  • How to chain Claude interactions into a pipeline where each step feeds the next
  • Where to place a human-in-the-loop checkpoint
  • How to calculate ROI for automated workflows

The Four-Step Pattern

A compound workflow links multiple Claude interactions into a pipeline. Each step produces output that becomes input for the next. The pattern is always the same:

StepActionExample
1. GatherResearch, data collection, document reviewExtract claims from a competitor press release
2. AnalyzeCompare, evaluate, categorize, calculateCompare competitor claims against your product specs
3. SynthesizeDecide, recommend, strategizeRecommend three positioning strategies
4. DeliverFormat for the audience who needs itFormat as a one-page sales battlecard

This structure maps onto almost any complex business task: competitive intelligence briefs, quarterly reviews, onboarding plans, product launches. The specifics change. The shape does not.

Demo Scenario: Competitive Intelligence

Greenfield Manufacturing’s competitor Apex Industrial announces SmartFloor. The four-step pipeline builds a competitive response:

Step 1: Research

Feed Claude the Apex press release. Extract key claims, pricing, features, target market.

Step 2: Analysis

Compare extracted claims against FloorWatch specs. Where does Greenfield win? Where does Apex?

⚠ Human Review Point

Strategy recommendations involve judgment. Validate before they become a sales battlecard.

Step 3: Strategy

Three positioning strategies: features to lead with, claims to counter, segments to defend.

Step 4: Deliverable

Format as a one-page battlecard for sales calls. 15 minutes of prompt crafting. Half a day of analyst work saved.

Exercise: Build a Workflow

Group Activity — 40 minutes

Instructions: Groups of three or four. Identify a real recurring task from your team that currently takes hours. Then:

  1. Design a four-step workflow (Gather, Analyze, Synthesize, Deliver)
  2. Write all four prompts
  3. Test the chain — does each step’s output feed the next?
  4. Document: what goes in, what comes out, where a human reviews

Targets: What takes the most time? What involves the most copying and pasting between tools? What produces a deliverable your boss looks at for 30 seconds after you spent four hours creating it?

ROI Calculation

For your workflow: how many hours per week does it save? Multiply by 52 for annual hours. Multiply by the fully loaded hourly cost ($50–$75). That annual value is a proposal, not a demo.

Reflection

Questions to Consider

  1. Where in your four-step workflow should a human review before continuing?
  2. What is the annual dollar value of the time your workflow saves?
  3. What other recurring tasks follow the gather/analyze/synthesize/deliver pattern?
Quick Reference — Module 09

The Pattern

Gather → Analyze → Synthesize → Deliver. Every compound workflow follows this shape.

Human-in-the-Loop

Between analysis and strategy. Facts are verifiable. Strategy involves judgment.

Scope Rule

Four steps max. If your task has more, you have two workflows. Build the first chain. Get it working.