Have you ever asked AI a question and received an answer that sounded convincing but missed the point? Often, the difference is the context and direction you give it. In this hands-on course, you’ll learn to guide Claude toward responses that fit your audience, your task, and the standards of your work. Using the five-part CRAFT prompting framework, you’ll turn a vague request into a useful brief for a real accounting or finance task. You’ll practice improving an answer through conversation, choose when research tools or a different mode would help, and turn useful work into an artifact you can edit and reuse. Throughout, you’ll build a habit of checking figures, assumptions, and sources before relying on an AI response. Why attend? Better prompts can save time on revisions, but the real payoff is work that answers the right question and holds up to review. Bring a nonconfidential task and leave with a stronger prompt and a simple verification routine. You can follow along without a paid Claude account; a paid account lets you try more of the features demonstrated. Course outcomes: You’ll be able to structure a clear request, select an appropriate Claude workflow, improve a draft through follow-up, and check the result before sharing or using it.
Course ID: CLAU2
Master the AI Conversation: Get Better Answers and Know When to Trust Them
Learning Objectives
- Identify the five elements of the CRAFT prompting framework and select the elements missing from a weak prompt.
- Select an appropriate mode, such as standard chat, web search, Research, or higher effort, for a finance question.
- Recognize when to turn a conversation into an artifact and identify steps for improving it.
- Identify techniques to critique, verify, and check sources in Claude’s output before relying on it.
Major Topics
- Writing prompts that work: Use Context, Role, Ask, Format, and Test to make a request specific and assess the answer.
- Choosing and refining a workflow: Match chat, search, Research, or higher effort to the task; iterate on responses and make reusable artifacts.
- Verifying before relying: Critique the output, check numbers and sources, and flag assumptions or unanswered questions.
Advanced Preparations
None
Who Should Attend
Finance and accounting professionals who want to expand their skills with AI in general and Claude in particular
Fields of Study
Information TechnologyPrerequisites
None