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AI for Admin, Finance & Operations equips administrative professionals, finance teams, and operations managers with practical AI skills to automate routine work, enhance productivity, improve accuracy, and make better business decisions through intelligent automation.

 

Duration 1 day – 7 hrs

 

Overview

This course is designed to help administrative, finance, and operations professionals boost efficiency by integrating practical AI tools into everyday workflows. Participants will learn to use Claude and DeepSeek to process documents, summarize content, and generate reports, and apply ADA (Advanced Data Analysis via ChatGPT) to analyze spreadsheets and extract insights — without writing formulas or complex code.

 

Objectives

  • Use Claude and DeepSeek to summarize documents, forms, and operational data.
  • Draft internal reports, SOPs, and communications faster with GenAI support.
  • Analyze spreadsheets using ADA (Advanced Data Analysis in ChatGPT) without manual formulas.
  • Automate repetitive tasks in admin, finance, and operations using AI tools.
  • Integrate AI into existing workflows to increase speed, accuracy, and productivity.

Audience

  • Administrative staff, operations managers, and finance professionals
  • Executive assistants, team leaders, analysts, and back-office staff
  • Non-technical users who want to use AI for practical daily tasks

 

Prerequisites 

  • Basic familiarity with spreadsheets (Excel or Google Sheets)
  • Prior use of any GenAI tool (ChatGPT, Claude, etc.) is helpful but not required

 

Course Content

 

Part 1: Practical AI in Admin, Finance & Ops

  • AI fundamentals for non-technical business functions
  • Overview of Claude, DeepSeek, and ADA (ChatGPT’s Advanced Data Analysis)
  • AI use cases in admin, finance, and operations

 

Part 2: Claude & DeepSeek for Document Processing

  • Summarizing lengthy reports, SOPs, memos, and contracts
  • Extracting key points from forms and scanned documents
  • Drafting process guides and administrative content
  • Hands-on activity: Upload and summarize a sample operational document

 

Part 3: Spreadsheet Analysis with ADA (ChatGPT Pro)

  • What is ADA (Advanced Data Analysis)?
  • Uploading spreadsheets for AI-driven insights
  • Asking questions about financials, trends, or summaries—no formulas needed
  • Hands-on activity: Analyze a sample finance or operations spreadsheet using ChatGPT ADA

 

Part 4: Workflow Automation & Best Practices

  • Designing a simple AI-assisted workflow for routine tasks
  • Tips for reviewing, validating, and presenting AI-generated outputs
  • Ethical use of AI for document and data handling in business settings

 

Final Hands-On Activity:

  • Participants complete a task set: summarize a business report (Claude), generate a policy memo (DeepSeek), and analyze a spreadsheet (ADA) for operational insights.

 

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