AI EDUCATION

Learn to think with AI.

Free courses and guides to master Claude, prompt engineering, and AI-powered workflows. Built by practitioners, not theorists.

UPDATED · COVERS CLAUDE 4.5 & CLAUDE CODE

By Anthony King — mortgage technology founder with 20+ years in tech. These courses reflect how we use AI in production systems, not theoretical frameworks.

Scroll

Start learning.

01

Prompt Engineering Fundamentals

Learn the core principles of writing effective prompts. Structure, context, constraints, and iteration. The foundation everything else builds on.

Beginner 30 min
Start course →

02

Claude for Business Professionals

How to integrate Claude into daily workflows. Email drafting, document analysis, meeting prep, and decision support. No code required.

Beginner 45 min
Start course →

03

Advanced Prompting Techniques

Chain-of-thought reasoning, few-shot examples, system prompts, and structured outputs. Take your prompts from good to production-grade.

Intermediate 60 min
Start course →

04

Building with Claude Code

Set up Claude Code, write effective slash commands, configure hooks, and build automation. A developer's guide to the CLI.

Intermediate 90 min
Start course →

05

AI-Powered Document Processing

Extract data from PDFs, analyze contracts, and automate paperwork. Real-world patterns for mortgage, legal, and financial documents.

Advanced 60 min
Start course →

06

Custom AI Agents & Automation

Design multi-step AI workflows. Tool use, agent orchestration, and autonomous task execution with the Claude API.

Advanced 120 min
Start course →

Prompt Engineering Fundamentals

Beginner 30 min 4 modules

Most people think bad outputs mean bad AI. The truth is that bad outputs almost always mean a bad prompt. This course teaches you a systematic approach to writing prompts that get the results you want, reliably.

01

What Makes a Good Prompt?

The difference between a vague prompt and a precise one is not a matter of length — it is a matter of specificity. A vague prompt leaves Claude guessing about your intent, your audience, your constraints, and your desired outcome. A precise prompt removes that ambiguity entirely.

Consider these two prompts for the same task:

Vague
Write me an email about the meeting.
Precise
Write a professional email to a client — Sarah Chen, a CFO at a mid-sized construction company — summarizing the 30-minute project kickoff meeting we had this morning. Key points: the project timeline runs April through September, the budget is $180,000, and the next milestone is a prototype demo on May 15. Tone should be warm but efficient. Keep it under 200 words.

The second prompt will produce a usable email on the first attempt. The first will produce something generic that requires three rounds of editing. Multiplied across your workday, that gap represents hours of lost productivity.

The Context–Task–Format Framework

A reliable structure for any prompt has three components:

  • Context — Who you are, what situation you are in, what Claude needs to know to help you well. Think of this as the briefing you would give a new employee.
  • Task — The specific action you want Claude to take, stated as a clear imperative. "Write," "Analyze," "Summarize," "Extract," "Compare."
  • Format — How you want the output structured. A bulleted list, a formal paragraph, a JSON object, a table, a specific word count.

You do not always need all three. A simple factual question barely needs context. But when the output matters — when you are going to send it to a client, publish it, or use it to make a decision — applying all three will save you significant time.

The Specificity Audit

Before submitting any important prompt, run a quick specificity audit. Ask yourself: if Claude interpreted every ambiguous word in the least helpful way possible, would the output still be useful? If not, add specifics until the answer is yes. Common audit questions:

  • Who is the intended audience?
  • What tone or register is appropriate?
  • What length or scope is expected?
  • Are there things that must or must not appear in the output?
  • What format should the output take?

Key principle: Claude is not mind-reading — it is pattern-matching. Every ambiguity in your prompt is an invitation for the model to substitute its own best guess for your actual intent. Remove the ambiguity and you control the output.

02

The Art of Context

Context is the single most powerful lever you have over output quality. Claude was trained on an enormous range of human text, which means it can write in virtually any style, domain, or register — but only if you point it in the right direction. Without context, it defaults to a kind of averaged, neutral output that satisfies no one in particular.

System Prompts: Setting the Stage

When you use Claude through an application or the API, you have access to a system prompt — a set of instructions that precede your conversation. The system prompt is where you establish Claude's role, persona, domain constraints, and behavioral rules. Unlike your regular messages, the system prompt persists across the entire conversation.

A well-written system prompt can transform Claude into a domain expert with a consistent voice, specific knowledge, and clear boundaries. For example, a mortgage broker might use a system prompt like this:

// System prompt You are a senior mortgage advisor assistant for a Canadian brokerage. You have deep knowledge of OSFI regulations, FINTRAC requirements, and the mortgage qualification rules under B-20. You write in a professional, plain-language style suitable for clients who are educated but not finance specialists. Never provide specific rate quotes — always direct rate inquiries to the broker. Always remind clients to consult their advisor before making financial decisions.

With this system prompt in place, every subsequent message will receive responses shaped by that context — no re-explanation needed each time.

Role Setting in Conversational Context

When you do not have access to a system prompt (for example, when using Claude.ai directly), you can set context at the start of your message. State who Claude is playing, what domain expertise it should draw on, and what constraints apply.

Act as a senior technical recruiter with 15 years of experience hiring software engineers at fast-growth startups. Your goal is to help me evaluate a candidate's resume. I will paste the resume after this message. Focus on: signal-to-noise ratio of their experience, indicators of trajectory, and red flags. Do not assign a numeric score — give me a paragraph-form assessment.

Domain Context: Calibrating the Knowledge Base

The more you tell Claude about the domain you are operating in, the more it can draw on the right subset of its knowledge. If you are writing a legal memo, tell Claude which jurisdiction you are in. If you are analyzing a financial statement, tell Claude which accounting standard applies. If you are drafting communications for a specific industry, name the industry and its conventions.

This is particularly important for specialized fields where terminology carries precise meaning. In general usage, "material" is a common word. In securities law, it is a technical term with specific legal implications. Context helps Claude disambiguate and give you appropriately calibrated output.

More context is almost always better. The primary failure mode is not providing too much context — it is providing too little. If your prompt is three sentences and the task is complex, your context is probably insufficient. Aim to give Claude everything a knowledgeable human colleague would need to do the same task without asking follow-up questions.

03

Constraints and Format Control

Claude is capable of producing output in almost any format you can describe. The challenge is not capability — it is instruction. Without explicit format guidance, Claude will pick a format that seems reasonable given the task, which may or may not match what you actually need downstream.

Getting Structured Outputs

If you need the output to be machine-readable or to fit into a specific template, specify the exact structure. Claude handles JSON, Markdown, XML, CSV, YAML, and plain prose reliably when you describe the schema clearly.

Requesting JSON
Extract the following fields from the contract text I provide and return them as a JSON object. Fields: - party_a: string (full legal name) - party_b: string (full legal name) - effective_date: string (ISO 8601 format) - termination_date: string (ISO 8601 format, null if not specified) - payment_amount: number (in dollars, no currency symbol) - jurisdiction: string Return only the JSON object, no explanation or markdown fencing.

The phrase "return only the JSON object, no explanation" is important. Without it, Claude will typically wrap the JSON in a paragraph of explanation and markdown code fences, which requires additional parsing on your end.

Length Control

By default, Claude will produce responses calibrated to the apparent complexity of the task. For quick tasks, it produces shorter output. For complex requests, it goes long. You can override this in both directions:

  • For concision: "Respond in one paragraph, maximum 100 words." or "Give me the three most important points only, no elaboration."
  • For depth: "This is important — please be thorough. Cover all edge cases and provide examples for each point."

Note that asking for a specific word count is less reliable than asking for a specific structure. "Write a 500-word essay" will produce something close to 500 words but rarely exactly. "Write three paragraphs: an introduction, a main argument, and a conclusion" is more consistently reproducible.

Tone and Style Directives

Claude can match virtually any tone or style if you describe it precisely. Imprecise style instructions produce inconsistent results. Compare these:

  • Imprecise: "Write this in a professional tone."
  • Precise: "Write in the style of a management consultant presenting to a Fortune 500 board. Confident, data-driven sentences. No jargon. Active voice. No hedging language like 'it might be' or 'perhaps'."

Style markers you can specify: sentence length, active vs. passive voice, use of first person, use of technical vocabulary (or avoidance of it), regional spelling conventions (Canadian English vs. American), formality register, and whether to use contractions.

The best format instruction is one that anticipates how you will use the output. If it goes into a report, specify heading levels. If it goes into a system, specify the data schema. Work backwards from use.

04

Iteration and Refinement

The first prompt you write for any complex task should be considered a draft. Expert prompt engineers do not expect perfect output from attempt one — they treat prompting as a feedback loop. The goal is to converge on a reliable prompt that produces good output consistently, then save that prompt for reuse.

How to Debug a Bad Output

When Claude produces something that misses the mark, resist the urge to simply resubmit with minor edits. Instead, diagnose what went wrong. Common failure categories:

  • Wrong scope: The response is too long, too short, too general, or too specific. Fix by adding explicit scope constraints.
  • Wrong tone: The response sounds off — too formal, too casual, too hedging. Fix by describing the target tone more precisely.
  • Missing information: Claude left out something important. Fix by explicitly stating "Include X" or by adding the missing context.
  • Hallucination: Claude stated something that is not true or made up a reference. Fix by providing the correct information in the prompt and adding "Only use information I provide. Do not add facts you are unsure of."
  • Wrong format: The structure is not what you needed. Fix by providing an explicit template or example of the desired output.

The Few-Shot Pattern

One of the most reliable debugging tools is to show Claude an example of exactly what you want. This is called a few-shot prompt — you provide one or more examples of the expected input-output pair before your actual request.

// Few-shot example I need you to classify customer feedback by sentiment and topic. Example 1: Input: "The checkout process was painless and the product arrived early." Output: {"sentiment": "positive", "topic": "logistics"} Example 2: Input: "I waited 20 minutes to reach support and they couldn't resolve my issue." Output: {"sentiment": "negative", "topic": "customer_service"} Now classify this: Input: "The interface is beautiful but it crashed twice during my first session."

By providing examples, you simultaneously show the format, demonstrate the classification logic, and reduce ambiguity — all in one step.

Building a Prompt Library

Once you have a prompt that reliably works for a task you repeat often, save it. Store it in a document, a note-taking app, or — if you use the Claude API — in a system prompt. Treat good prompts the way you treat good templates. The compound return on a well-tuned prompt is enormous: the investment is made once, the benefit recurs every time you run it.

The first prompt is a hypothesis. The refined prompt is the system. Invest in building the system, not re-running the hypothesis.

Claude for Business Professionals

Beginner 45 min 3 modules

No code required. This course focuses on the everyday use cases where AI delivers the fastest return for business professionals: communication, document work, and decision-making. Each module is immediately applicable.

01

Email and Communication

Email is where most professionals spend a disproportionate amount of their cognitive energy — not because the work is difficult, but because the blank page is brutal. Claude eliminates the blank page entirely. You provide the substance; Claude handles the structure, tone, and polish.

The Right Way to Draft Emails

The most common mistake is asking Claude to write an email from scratch with minimal direction. The result is generic and needs heavy editing. The better approach is to give Claude the raw content — bullet points, a brain dump, a previous email thread — and ask it to assemble it into polished prose.

// Effective email drafting prompt I need to send a follow-up email to a client after a difficult call. Here are my raw notes: - Client was upset that the Phase 2 delivery slipped by 3 weeks - Root cause was a dependency on their IT team, not us — but I don't want to sound defensive - We've re-planned and the new delivery date is June 9 - I want to offer a 10% credit on the next invoice as goodwill - The client is Marc Tremblay, COO at Leduc Group - Our relationship is solid but this is the second slip Write a professional email: acknowledge the delay without excusing it, show accountability, present the new plan with confidence, and mention the credit in a way that feels generous rather than compensatory. Keep it under 250 words. Do not use "I apologize for any inconvenience."

The instruction "Do not use 'I apologize for any inconvenience'" is exactly the kind of constraint that separates a prompt that produces clichéd boilerplate from one that produces something you would actually send. Tell Claude what not to do, not just what to do.

Using Claude to Analyze Incoming Emails

Claude can read and interpret emails as well as write them. When you receive a complex or sensitive email, paste it into Claude and ask for analysis before you respond. Useful analytical prompts include:

  • "What is this person actually asking for versus what they say they are asking for?"
  • "What are the implied concerns or anxieties in this message?"
  • "What are the three possible ways to interpret this email?"
  • "What would happen if I agreed to everything in this email?"

Dynamic Generation vs. Templates

Static templates have a fundamental problem: they look like static templates. Clients and partners can tell when they are receiving something generated from a template, and it signals low effort. Claude offers a better approach — dynamic generation from a brief. You describe the situation, and Claude writes something that reads as if it was written specifically for that person, because at the point of generation, it was.

This does not mean you cannot reuse prompts. A prompt that says "given the following situation, write a personalized email to [client name]" and then fills in the situation variables each time is not a template — it is a generation framework. The output will always be fresh even if the process is standardized.

Rule of thumb: The more specific the situation, the more value Claude adds. For simple acknowledgment emails, a template is fine. For anything emotionally complex, high-stakes, or requiring relationship nuance, let Claude draft it from your raw notes.

02

Document Analysis

Reading is expensive. A 50-page contract, a 200-page industry report, a stack of vendor proposals — these take hours to process carefully. Claude can process the same content in seconds, and with the right prompts, it can surface exactly the information you need without asking you to read a word.

Summarizing Reports

Paste the document (or as much as fits in context) and ask Claude to summarize it with a specific frame. A generic "summarize this" prompt will produce a generic summary. A framed prompt produces a targeted one:

I'm a VP of Operations evaluating whether this market report supports expanding into the Quebec construction sector. Summarize the key findings in these three areas only: 1. Market size and growth trajectory 2. Competitive landscape (who are the dominant players?) 3. Regulatory or permitting challenges specific to Quebec Use bullet points. Maximum 300 words total.

Notice how the prompt tells Claude who you are, what decision you are making, which sections matter, and what format to use. All of that shapes the summary you receive.

Extracting Key Data

Extraction tasks — pulling specific information from unstructured text — are among Claude's most reliable capabilities. Dates, names, numbers, commitments, obligations, deadlines: give Claude the document and a clear list of what to find.

From the lease agreement below, extract: - Monthly rent amount - Lease start and end dates - Renewal terms and notice period - Tenant obligations list (as bullet points) - Landlord obligations list (as bullet points) - Penalties for early termination If any field is not explicitly stated in the document, write "Not specified." [Paste document here]

The instruction to write "Not specified" when a field is absent is important. Without it, Claude may attempt to infer or estimate missing information, which can produce plausible-sounding but incorrect extractions.

Comparing Document Versions

When you receive a revised contract or proposal, the changes that matter are often buried in the redlines. Claude can compare two versions and surface only the material changes:

I'm going to paste two versions of a software service agreement — the original and the counterparty's revised version. Identify every substantive change they made. Ignore formatting and punctuation differences. For each change, note: (1) what changed, (2) whether it appears to favor or disadvantage us, and (3) whether it is a standard ask or unusual.

Handling Long Documents

Claude's context window is large but finite. For very long documents, use a chunking strategy: process the document in sections, then ask Claude to synthesize the section-level summaries into a final summary. Alternatively, identify which sections are most relevant to your question and paste only those.

Always spot-check extracted data against the source document, especially for numbers and dates. Claude is highly accurate on extraction tasks, but the cost of an error in a contract or financial document justifies the thirty-second verification.

See how we use this in production →

03

Decision Support

The most underrated use of Claude in business is as a thinking partner. Not as an oracle that provides answers, but as a structured thinking aid that helps you examine a problem from angles you would not naturally take on your own. This is decision support — and it is where Claude's value compounds most dramatically for senior professionals.

Structured Pro/Con Analysis

Generic pro/con requests produce generic lists. A structured pro/con prompt gives you analysis that is actually useful for a specific decision:

I'm deciding whether to hire a full-time VP of Marketing or continue with two part-time freelancers. Context: we are a 25-person SaaS company, $2.1M ARR, growing 40% YoY, focused on the Canadian B2B market. Marketing spend is currently $18K/month across freelancers. Give me: 1. Three strongest arguments for hiring the VP (focused on this specific company stage and market) 2. Three strongest arguments for keeping freelancers 3. The one factor that should be most decisive for a company at exactly our stage 4. One question I should answer before making this decision

The final two items — the most decisive factor and the one question — force Claude to synthesize rather than just list. That synthesis is where the analytical value lives.

Scenario Planning

Claude is particularly effective at stress-testing decisions by modeling scenarios. Give it the decision under consideration and ask it to play out specific scenarios:

We're considering offering a 20% price reduction to our largest client to secure a 3-year renewal instead of their standard 1-year. Walk me through what happens in each of these scenarios: Scenario A: We offer the discount and they accept. Scenario B: We offer the discount and they counter with 30% off. Scenario C: We hold firm on price and they leave. Scenario D: We hold firm and they renew anyway. For each, estimate the revenue impact over 3 years (our current contract is $240K/year), identify the strategic consequence beyond the numbers, and flag any unintended effects on our pricing integrity with other clients.

Risk Assessment

Risk analysis is another high-value application. Claude can systematically enumerate risks you may not have considered, which is valuable precisely because you are often too close to a decision to see its failure modes clearly.

Play the role of a skeptical board member reviewing this expansion plan [paste plan]. Your job is to find everything that could go wrong. Ignore the upside — focus entirely on risks. Categorize risks by: market risks, operational risks, financial risks, and regulatory risks. For each risk, estimate severity (High / Medium / Low) and whether we appear to have a mitigation plan.

The thinking partner principle: Claude is not making the decision. You are. The value is in getting a structured second perspective quickly and cheaply — the equivalent of a smart advisor who you can brief fully without worrying about their time or agenda. Use it to pressure-test your thinking, not to replace it.

Need custom AI implementation? Start a project →

Advanced Prompting Techniques

Intermediate 60 min

This course is in production. Join the waitlist to be notified when it drops.

Explore chain-of-thought reasoning, multi-turn strategies, few-shot learning at scale, and production-grade system prompt design. Learn to build prompts that work reliably across thousands of inputs, not just demos.

✦ You're on the list.

Building with Claude Code

Intermediate 90 min

This course is in production. Join the waitlist to be notified when it drops.

Master the Claude Code CLI: slash commands, hooks, MCP servers, and custom agent workflows. Build automation that runs unattended and integrates with your existing development tools.

✦ You're on the list.

AI-Powered Document Processing

Advanced 60 min

This course is in production. Join the waitlist to be notified when it drops.

Extract structured data from PDFs, analyze contracts clause by clause, and automate paperwork pipelines. Practical patterns for mortgage, legal, insurance, and financial document workflows.

✦ You're on the list.

Custom AI Agents & Automation

Advanced 120 min

This course is in production. Join the waitlist to be notified when it drops.

Design multi-step AI workflows with tool use, agent orchestration, and autonomous task execution. Build production agents using the Claude API and Agent SDK that handle real business processes.

✦ You're on the list.

Official resources.

Anthropic Documentation

The complete reference for the Claude API, models, parameters, and feature flags. Start here for any technical integration.

docs.anthropic.com
Prompt Engineering Guide

Anthropic's official prompt engineering reference. Covers techniques, best practices, and failure modes with concrete examples.

docs.anthropic.com → Prompt Engineering
Claude Code Documentation

Official documentation for Claude Code CLI — installation, configuration, hooks, slash commands, and memory management.

docs.anthropic.com → Claude Code
Anthropic Cookbook

A GitHub repository of practical code examples. Covers RAG, tool use, multimodal inputs, structured outputs, and more. Jupyter notebooks you can run immediately.

github.com/anthropics/anthropic-cookbook
Claude Model Card

Anthropic's published assessment of Claude's capabilities, limitations, and safety properties. Essential reading for anyone deploying Claude in production.

anthropic.com → Model Card
Anthropic Research

Anthropic's published research papers on interpretability, alignment, and capabilities. The best window into how Claude actually works and where it is headed.

anthropic.com/research
STAY SHARP

New lessons, every month.

Practical AI techniques delivered to your inbox. No noise, no hype — just working patterns from real deployments.

✦ You're subscribed. See you next month.