Lesson 11

Claude in action: use-cases by role

Estimated time: 10 minutes

Learning objectives

By the end of this lesson, you will be able to:

Describe 2-3 use-cases for claude.ai that you can try right away
Know where to go to find additional use-case inspiration

No matter what you do, Claude can help streamline your work. This lesson highlights practical use cases organized by role, so you can see how Claude applies to your specific work context.

Each use case below links to a detailed guide in our Use Case Gallery with step-by-step instructions you can follow.

General professional use

These use cases apply across many roles and industries.

Generate project status reports – Keep stakeholders informed with clear, consistent updates
Analyze patterns in user feedback – Extract insights from customer comments and survey responses
Package your brand guidelines in a skill – Create a reusable Claude skill that applies your brand standards

Sales

Sales professionals can use Claude to accelerate deal preparation, create compelling materials, and stay on top of competitive intelligence.

Build a battle card library – Create competitive intelligence resources that help your team win deals
Prepare for sales deals – Research prospects and organize your talking points before important meetings
Create sales reports – Turn your pipeline data into clear, actionable reports

Marketing

Marketers can leverage Claude to analyze performance data and efficiently repurpose content across channels.

Analyze campaign performance – Extract insights from campaign metrics to inform your strategy
Adapt content across platforms – Efficiently repurpose content for different channels and audiences

Finance

Finance professionals can use Claude to build models, draft documents, and make sense of complex spreadsheets.

Build financial models – Create and refine financial projections with Claude's help
Draft investment memos – Structure and write investment analyses more efficiently
Understand and extend an inherited spreadsheet – Decode complex spreadsheets and add new functionality

HR

HR teams can use Claude to create better onboarding experiences and documentation.

Create new hire onboarding guides – Develop comprehensive onboarding materials tailored to different roles

Legal

Legal professionals can use Claude to track complex timelines and manage discovery processes.

Track discovery timelines and analyze patterns – Organize case timelines and identify key patterns in legal documents

Research

Researchers can use Claude to plan literature reviews and verify data analysis.

Plan your literature review – Organize your approach to reviewing academic sources
Verify statistics from raw data – Double-check calculations and statistical analyses

Explore more

These examples are just the beginning. Visit the Use Case Gallery to browse the full collection and find inspiration for how Claude can help with your specific work.

What's next

In our final module, you'll meet a few more ways to work with Claude — including Claude Code, @Claude, Claude Design, Claude for Microsoft 365, and Claude in Chrome — each tailored to where the work actually happens.

Feedback

As you progress through the course, we'd love to hear from you about how you are using concepts from the course in your work and any feedback you may have. Share your feedback here.