Claude for working with documents
We learn to use Claude to go through long documents, prepare texts, tables and materials — and to check the result.
The problem
Long documents eat up hours: read, pick out the main points, rewrite for a different audience. AI speeds this up, but only if you give it the material the right way and check the result.
Who it is for
- You read and write a lot at work: contracts, reports, letters, presentations
- You prepare teaching or promotional materials
- You already know Claude and want to work faster
What you get
- Your own workflow for a typical document: upload, questions, draft, check
- A finished piece of material from your files, made during the lesson
- An understanding of which data must not be uploaded to AI services and how to anonymize it
How the work goes
- 01
We choose 1–2 of your typical documents (without confidential data)
- 02
Analysis: a summary, questions to the text, looking for contradictions
- 03
Creation: a letter, a table, a plan, adapting a text for a different audience
- 04
Fact-checking and saving the good prompts as templates
What you will need
- A Claude account (large files may need a paid plan)
- Documents that you can show: without passwords, clients' personal data and trade secrets
Limits — honestly
- Claude can make mistakes in numbers and references — a person always checks the result
- AI does not replace legal and financial documents: it helps to read them but does not give an opinion
- Upload a company's confidential data only with permission and by its rules
Example
A manager receives a 30-page contract from a supplier. With Claude she puts together, in half an hour, a list of the key terms and questions for the lawyer — instead of reading everything twice.
Terms
- Format
- Online, one to one
- Language
- English; Russian or Hebrew also possible
- Price
- Lesson — 40 USD, paid after the lesson; a package of 4 lessons — 150 USD
- Duration
- 1 hour
We settle the other terms in the first message — write to me and I will answer specifically.
Questions and answers
Is it safe to upload work documents?
It depends on the document and your company's rules. In the lesson we go through what can be uploaded, what must be anonymized and what is better not uploaded at all.
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