11. Claude in Action: Use-Cases by Role

Course: Claude 101 Estimated time: 10 minutes

Learning objectives

By the end of this lesson, you will be able to:

• Describe 2–3 use cases for Claude you can try right away
• Know where to find additional use-case inspiration

General professional use

These use cases apply across many roles and industries:

• Generate project status reports — Keep stakeholders informed with clear, consistent updates
• Analyze patterns in feedback — Extract insights from customer comments and survey responses
• Package new tone/personas in a skill — Create a reusable Claude skill that applies your brand standards

Sales

Sales professionals can use Claude to accelerate deal preparation and create:

• Battlecard library — Create competitive intelligence resources that help your team win deals
• Prepare for sales calls — Research prospects and organize your talking points before important meetings
• Create sales reports — Turn your pipeline data into clear, actionable reports

Marketing

Marketers can leverage Claude to analyze performance data and efficiently repurpose content across channels:

• Analyze campaign performance — Extract insights from campaign metrics to inform your strategy
• Adapt content across platforms — Efficiently repurpose content for different channels and audiences

Finance

Financial professionals can use Claude to build models, draft documents, and make sense of complex spreadsheets:

• Build financial models — Create and refine financial projections with Claude's help
• Draft investment memos — Structure and write investment analyses more efficiently
• Understand and extend a spreadsheet — Decode complex spreadsheets and add new functionality

HR

HR teams can use Claude to create better onboarding experiences and documentation:

• Create new training guides — Develop comprehensive onboarding materials tailored to different roles

Legal

Legal professionals can use Claude to track complex timelines and manage discovery processes:

• Track discovery timelines and analyze patterns — Organize case timelines and identify key patterns in legal documents

Research

Researchers can use Claude to plan literature reviews and verify data analysis:

• Plan your literature review — Organize your approach to reviewing academic sources
• Verify statistics from raw data — Double-check calculations and statistical analyses

Explore more

Visit the Use Case Library to browse the full collection and find inspiration for how Claude can help with your specific work.

What's next

In our final module, you'll meet a few more versions of Claude including Claude Code, Claude in Chrome, Claude in Excel, and Claude in Slack — each tailored to different types of working.