05 showrunner

Hi, I need to create a modified Claude code for beginners session, like run sheet basically, run of show, that has the following modifications. So I'm going to upload a few different examples of things I've done in the past, just so you have them to work from. But basically, there's a few modifications for this one which make it unique. One is that this is only using Claude Cowork, so we should not be using Claude Code, either in the desktop app or in the terminal, because this team is non-technical. The team are all working in financial services slash accounting for a education company. So what kind of workplace education company called Brightmoor Education. So the sorry that spelled b the uh team is very busy and um doesn have a lot of like time to explore speculative use cases of ai they want this to be incredibly practical and based on their existing workflows. I'm uploading some transcripts from a call we had with them and also just some notes on what I think could work. Specifically, they're interested in... creating the dashboards and specifically they mean just making the information look visibly better like like creating a html dashboard in a nice kind of style from from existing say data that contained in Excel They also interested in doing financial analysis So more of a, you know, like, I guess, a cloud coworker would use Python to do the analysis and then maybe output the analysis in Excel or the input would be in Excel. And then the third thing was like making a PowerPoint where they update the PowerPoint template automatically using Claude Cowork so that they can do kind of weekly or monthly presentations on the data. So that's the goal, is to kind of make it very focused on that. I still want to keep the way that we introduce Claude Cowork, where we explain to it that the difference between Claude Cowork and ChatGPT is that it has access to the file system. It can run code. I think that important But maybe the ASCII image idea that I normally do where I ask it to create an ASCII image based on my location isn like that useful I think we need to make it more practical for them So maybe we use an Excel implementation instead. The assumption is... oh, so they use Snowflake, by the way, for all their data, and that is powered by NetSuite, which is our accounting software. I guess that's by Oracle. So when we create synthetic data, we'll be, for these tasks that we're going to demo, we'll be focused specifically on solving that, solving those problems. So like the shape of the tasks, the shape of the data should be like NetSuite shaped, if that makes sense. So make it very tight run down, make it very condensed and practical. No real like wider theory or like, hey, we're excited about AI things. I think these guys just want to get stuff done.
So yeah, let me know what the run should be.

some very specific asks in here

• definitely non-technical (claude cowork only + claude in excel)
• core focus on accounting/finance function
• use cases to demo: creating a dashboard, doing financial analysis, making a powerpoint

heavy focus on practical stuff rather than theory - they're just super busy and want to get stuff done, have heard from friends at other companies you can do it with claude

For accounting: put financials together, doing reconciliations, identifying trends in data sets, putting together repeatable compliance reports For planning & forecast: build financial models (make assumptions and pull & clean data from snowflake)create dashboards, and publish to executivesAutomate charts on slides