
Explore how agentic AI and autonomous AI agents transform white-collar work, enabling end-to-end workflows—from building financial models in Excel to creating reports and presentations in minutes.
Outline covers cloud co-work and autonomous AI agents, MCP-connected actions (Gmail, apps), tokens and context windows, skills and plugins, and building automated workflows for dashboards and forecasting.
Explore Cloud Co-Work to deploy autonomous AI agents inside folders, automate tasks, and build custom skills and plugins for finance, marketing, and research.
Tokenize two prompts about supervised versus unsupervised learning using the OpenAI tokenizer, and record token counts to illustrate cost structure; then reflect on Sam Altman's article.
Learn how to use the cloud data plugin to automate data analysis, explore data quality, clean and save a v1 cleaned dataset, and run a data validation workflow.
Use the data plugin in Cloud Cowork to perform data visualization on sales data file, then analyze the results and perform a sanity check to automate workflows with Claude plugins.
Perform descriptive statistics, trend analysis, and outlier detection to generate a statistical summary. Then automatically create PowerPoint slides with findings using a template for manager presentation.
Use the forecasting time series data skill in Cloud Cowork to automate financial forecasting, data analysis, and model selection with ARIMA and SARIMA, producing forecasts and visualizations.
Watch a live demo of a custom finance plug-in that performs variance analysis on an Excel sheet and auto-generates financial statements, building a full automated workflow.
Utilize cloud co-work with a finance plugin to generate financial statements. Produce executive summaries, income statements, balance sheets, cash flow statements, metrics, and PowerPoint presentations.
Learn to use cloud co-work with the data plugin to perform data analysis, create visualizations and dashboards, automate workflows with slash commands, and build interactive dashboards using AI-powered agents.
Explore zero-shot prompting, few-shot prompting (in-context learning), and chain-of-thought prompting to guide Claude and other LLMs with prompts, examples, and step-by-step reasoning.
Extract financial data from a 10k PDF using cloud AI to generate editable Excel sheets and PowerPoint slides, with voice-enabled search and quick sanity checks.
Analyze the financial statements using Claude to identify liquidity risks, then generate a one-page PowerPoint slide summarizing current ratio, cash flow coverage, debt impact, assets and liabilities.
In this course, you’ll learn how to move beyond AI-assisted work and simple prompts to build agentic systems that execute tasks, automate workflows, and deliver real business outcomes.
You’ll go from understanding how AI works to designing and deploying AI agents that connect to tools, process data, and operate across real-world systems.
We’ll start with the foundations of Claude Cowork and the shift toward autonomous agents. Then, you’ll learn how to connect AI to external tools using MCP, manage context and tokens efficiently, and design powerful agent capabilities.
A core focus of this course is building and extending agents using skills and plugins.
You’ll learn how to:
Structure and write SKILL Markdown files to define agent behaviour
Install and manage skills from the marketplace
Extend your agent with custom capabilities
Use and customize Claude plugins for real-world workflows
From there, you’ll build production-ready systems using the Data Plugin, where you’ll perform:
Data cleaning and validation
Data visualization and dashboard creation
statistical analysis
Automated reporting and PowerPoint generation
You’ll also create your own custom plugins and automated workflows, including financial forecasting systems and end-to-end automation pipelines.
By the end of the course, you won’t just be using AI—you’ll be building fully functional AI agents that can analyze, execute, and deliver results independently.
You’ll also master practical applications of Claude for:
Content creation
Coding and problem-solving
Deep research and document analysis
Financial data extraction from PDFs
Dashboard and report generation
This is a hands-on course built around real demos, real workflows, and real use cases—so you can immediately apply what you learn to your job or business.