Overview:

This session walks through a connected professional workflow - beginning with an inbox request and ending with a finished deliverable - and shows how Claude can be applied consistently at each stage inside Microsoft 365, rather than as a disconnected tool used separately within each application. The goal is to shift attendees' thinking from "how do I use Claude in Word" or "how do I use Claude in Excel" toward "how do I use Claude across my actual work," which typically spans several applications in sequence.

The session opens with the starting point most professional tasks share: an inbound request, typically arriving by email, that requires interpretation, prioritization, and a plan for response. Attendees learn an approach for using Claude to quickly synthesize what a request is actually asking for and what supporting information will be needed to respond to it well - setting up the context that will carry through the rest of the workflow.

From there, the session moves into document creation, showing how that same context can inform a first draft of a memo, report, or written response without requiring the professional to re-explain the original request from scratch. Attendees explore how to frame follow-up requests to Claude in a way that builds on previously established context, rather than starting each new step as an isolated interaction.

The session then addresses the numerical and analytical side of a typical workflow - using Claude to support spreadsheet-based analysis in a way that stays connected to the broader narrative of the task, so that the resulting figures can flow naturally into a written summary or presentation without a disconnected, manual handoff. Finally, the session closes with how that same body of context and analysis can inform the creation of a presentation, completing the full arc from inbox to finished deliverable.

Throughout, the session maintains a clear-eyed view of where human judgment remains essential - reviewing accuracy, applying organizational nuance, and making the final calls on tone, framing, and what to include for a specific audience - treating Claude as a means of accelerating the process rather than removing the professional's responsibility for the final result.

Why you should Attend: Professionals who have only used AI assistance inside a single application - drafting emails in Outlook, or building formulas in Excel - are typically capturing only a fraction of the time savings available to them. The larger opportunity sits at the connections between applications, where context is currently being lost and rebuilt manually, and where a workflow-based approach can eliminate that repeated effort almost entirely.

There is a real cost to continuing to treat each application as a separate silo. Every time a professional has to re-explain context that already existed in an earlier email or document, that repetition consumes time that could be spent on the judgment-based work that actually requires their expertise. Multiplied across a work week filled with genuinely connected tasks - an email that becomes a report, a report that becomes a set of slides - that repeated re-explanation adds up to a substantial and largely invisible drain on productivity.

There is also a quality dimension worth naming directly. When context has to be manually recreated at every step, small inconsistencies creep in - a figure that doesn't quite match between the spreadsheet and the slide, a nuance from the original email that gets lost by the time it reaches the final document. A connected, workflow-based approach to using Claude across Microsoft 365 reduces this risk, because the same underlying context carries forward consistently rather than being reconstructed from memory at each stage.

Finally, this session addresses a specific and common experience: professionals who have tried Claude inside one Microsoft 365 application and found it useful, but have never considered - or been shown - how much more value is available when that same approach is extended consistently across their full workflow. Attendees leave with a concrete sense of what that fuller workflow looks like in practice, and a starting point for applying it to their very next multi-step task.

Areas Covered in the Session:

• Thinking about AI-assisted work as a connected workflow rather than a set of isolated, application-by-application tasks
• Using Claude to quickly synthesize and prioritize inbound requests before drafting a response
• Carrying context forward from an initial request into a first draft of a document, without re-explaining it from scratch
• Framing follow-up requests to build on previously established context rather than starting over at each step
• Supporting spreadsheet-based analysis in a way that stays connected to the broader task narrative
• Moving from analysis to presentation without a disconnected, manual handoff between applications
• Maintaining appropriate human review and judgment at each stage of an AI-assisted workflow
• Identifying which of your own recurring multi-step tasks are strong candidates for this workflow approach
• Building a personal habit of applying this connected approach consistently, rather than only within a single application

• Administrative Professionals and Executive Assistants
• Project Managers and Project Coordinators
• Business Analysts and Operations Professionals
• Marketing and Communications Professionals
• Team Leads and People Managers
• HR and Learning & Development Professionals
• Consultants and Client-Facing Professionals
• Anyone whose role regularly involves moving information between email, documents, spreadsheets, and presentations