Claude Cowork for Operations: From SOPs and Spreadsheets to Smart, Automated Workflows

Date & Time Fri, December 18, 2026

10:00 AM PST 01:00 PM EST

Duration 90 Mins

Webinar ID IQW26L1251

Level Basic & Intermediate

Speaker Mr.Rahul Tiwari

What you'll learn?

What Claude Cowork is, and why agentic AI matters for operations teams
Setting up Cowork: installation, sign-in, and granting folder access safely
Writing clear task instructions for operational work
Use case: consolidating daily operations data from multiple Excel files into one tracker
Use case: reconciling vendor invoices against purchase orders and flagging exceptions
Use case: converting rough process notes into a structured, formatted SOP
Use case: building a weekly operations KPI report with a Word summary and PowerPoint deck
Use case: scheduling a recurring daily or weekly operations brief
Extending Cowork with connectors (email, calendar, cloud drives), plugins and skills
Validating outputs: checking numbers, exceptions and formatting before sharing
Governance: data privacy, access control and human-in-the-loop approvals
Identifying, piloting and scaling the right automation opportunities in operations

Overview of the webinar

Operations is where processes, data and people meet, and it is one of the functions that benefits most from AI that can actually do the work rather than just answer questions. Claude Cowork is an AI agent from Anthropic that runs in the Claude desktop app. With permission to access selected folders, it reads spreadsheets, PDFs and documents, breaks an operational request into steps, and produces finished, review-ready outputs.

This session follows a single running case study of an operations team through a typical week. Participants will see Cowork consolidate daily operations data from several Excel files into one clean tracker, reconcile vendor invoices against purchase orders and flag mismatches, convert rough process notes into a structured SOP, and turn the week’s numbers into a KPI report with a management summary and slide deck. The session also shows how to schedule a recurring operations brief so it is ready before the day starts.

Beyond the demonstrations, participants will learn how connectors, plugins and skills extend Cowork into email, calendars and cloud drives, and how to capture their team’s standards so every report follows the same format.

Because operations data drives real decisions, governance runs through the session: controlling folder access, protecting sensitive vendor and customer data, validating numbers before they are shared, and keeping a human approval step in every workflow. Attendees will leave with a clear method for picking, piloting and scaling their first operations automations.

Who should attend?

Operations Managers and Heads of Operations
Directors
COOs & VPs of Operations
Operations Executives and Analysts
Process Excellence and Continuous Improvement Professionals
Supply Chain and Logistics Managers
Procurement and Vendor Management Professionals
Plant and Facility Managers
Quality and Compliance Professionals
Business Analysts
MIS and Reporting Executives, and Shared Services and Back-Office Team Leads

Why should you attend?

Operations teams keep the business running, yet much of their day goes into manual work: consolidating data from multiple Excel files, reconciling vendor invoices against purchase orders, updating SOPs, chasing exceptions, and rebuilding the same weekly KPI reports. This work is essential, repetitive and error-prone.

Claude Cowork, Anthropic’s AI agent for the desktop, can take much of this off your plate. It works directly with the files and folders on your computer, plans multi-step tasks, and delivers finished Excel trackers, Word reports and PowerPoint decks. In this session you will see real operations tasks automated live, with no coding involved. You will learn how to hand off operational work to Cowork safely, how to verify its outputs before they reach stakeholders, and how to turn recurring reports into scheduled automations. You will leave with use cases you can apply to your own operations the same week.

Faculty - Mr.Rahul Tiwari

Data Scientist, GenAI Architect & Corporate Trainer | 19+ years delivering end-to-end AI, Machine Learning, Deep Learning & Generative AI solutions for Fortune 500 enterprises across Finance, Banking, Retail, Pharma, Insurance & Technology.

I help organizations move from 'AI curiosity' to 'AI in production' — through hands-on engineering, strategic consulting, and large-scale enablement. My work spans the full modern AI stack: classical ML, Deep Learning (CNNs, RNNs, Transformers), LLMs, Retrieval-Augmented Generation (RAG), Agentic AI with LangChain & LangGraph, prompt engineering, evaluation & guardrails, and AI-augmented productivity with Microsoft Copilot, Claude Code, and Claude Cowork.

Thank you for your interest in becoming a part of our faculty. ComplianceIQ is continuously looking for excellent individuals from diverse professions to add to our faculty records. Please complete the form below to be considered for our training arrangements in your area of expertise and then submit the form; we will get back as soon as possible.