Claude & Codex for Business Users
A hands-on, two-session crash course on using Claude (Cowork & Code) and ChatGPT (Work & Codex) to automate your real work - email, research, documents, presentations, and more.
AI can dramatically accelerate your work. But to fully unleash the power of AI, you need the right setup and knowledge of how to work best with your AI. Most business users don't quite know where to start. This crash course shows you how to turn Claude (Cowork & Code) and ChatGPT (Work & Codex) into a personal work agent - one that reads your email, manages your calendar, builds slide decks, researches companies, drafts documents, and remembers how you like things done. We will cover both Claude and ChatGPT ecosystems so that you can use whichever agent is most relevant to you.
We'll walk through real workflows live, show you exactly how we've set up our own systems, and give you a framework for building yours.
Who this is for:
- Business professionals who want to understand how they can use Claude Cowork/Code or Codex to get their work done (professional or personal)
- You do not need to be technical: We will not write any code. You will talk to Claude or Codex in English.
What you'll walk away with:
- A clear understanding of what Claude Cowork/Code and Codex can do for your work
- Frameworks for optimizing how Claude and ChatGPT work for you
- Real examples you can adapt to your role and industry
- Session recordings to reference later
- Installation instructions sent in advance so you're ready on day one if you'd like to experiment alongside the course
90 mins each
and Suzanne Corley
What you’ll learn
Getting started with Claude Cowork/Code & Codex
- What Claude Cowork/Code & ChatGPT Work/Codex are and how they are different from chat-based AI
- Your setup: working out of a folder to build context with Claude/ChatGPT over time.
Real use cases for business
- Email and calendar management - triage your inbox, manage your to-do lists, share availability
- Research and web scraping - pull data from websites, compile information quickly
- Document and data room review - summarize, categorize, and flag across many files
- Automations
Building slides & docs
- Have your AI build Slides and Docs using HTML (better design, faster updates)
- Have your AI generate Powerpoint decks for those who still need to be in PPT
Dashboards & data analysis
- Data analysis in python and HTML
- Optimize your use of Claude in Excel and ChatGPT in Excel with Skills
- Build interactive HTML dashboards
Optimize how your AI works with you
- Building a personal knowledge base. Create your CLAUDE.md/AGENTS.md
- Teach Claude your workflows via Skills
- Manage long conversations and delegate research to background workers (subagents, compacting, clearing)
- Build an improvement loop with your AI
Interested in a future training?
Why Recalc
Risk Disclaimer
Recalc Academy provides education on AI tools and workflows. By registering, you acknowledge that:
- You are solely responsible for how you use Claude Code and any connected tools in your own environment
- Recalc Academy is not your IT department, compliance officer, or legal advisor
- Recalc Academy does not provide personal technical support, security audits, or risk assessments
- Recalc Academy disclaims all liability for any damages, data loss, or unintended consequences arising from your use of tools or techniques discussed in the course
FAQ
What’s the difference between Claude Code and regular Claude?
Regular Claude is a chat window. Claude Code runs on your computer, can read and write files, connect to your tools, and take actions on your behalf. It’s a fundamentally different way of working with AI.
Do I need to know how to code?
No. Claude Code runs in a terminal, but you interact with it in plain English. We’ll show you everything you need to know.
What if I can’t make one of the sessions?
Recordings are included with your registration. The sessions do build on one another.
Can I use this at work?
That depends on your company’s policies. Some attendees will use personal accounts to learn or will simply watch our demos to know what’s possible. You are responsible for following your own organization’s guidelines.
What systems can Claude Code connect to?
Email, calendar, Slack, Google Drive, OneDrive, CRMs, databases, websites, and more—through connectors called MCPs. Everyone’s setup is different, and we’ll show you how the connection model works so you can configure your own.
Is this safe? What about data privacy?
There are real risks to using Claude Code. We will discuss those risks and some potential mitigations. There is no way to eliminate all the risks. You are responsible for your own use of these tools.
Will you help me set up my specific tools?
We will not do personal troubleshooting—everyone’s setup is different. We’ll provide setup guides in advance, and Claude itself is surprisingly good at troubleshooting its own installation.