// team workshop // 2026

It's not a skill issue. It's a skill.md issue.

An AI workshop for the team. Four demos. One idea: stop prompting harder, start shipping skills.

~ 20-25 min, four live runs
Cat behind a podcast mic: It is not a skill issue. It is a skill.md issue.
Why we're here

Claude is the team we never hired.

Four demos. Each one unlocks a different workflow you can reuse tomorrow.

One brain. Four superpowers.

Why these four?

Pick one today and you're already faster.

Transform data with prompts Turn repeat work into a skill Edit inside the tool you're in Remember every meeting
The roadmap

Four demos. Four primitives.

Each demo is a live run. Watch the workflow, steal the pattern, repeat.

01
data

CSV to XLSX in Claude Cowork

Messy files to clean workbook in one prompt.

02
systems

Creating a Skill

Ship once, run forever.

03
in-place

Claude Inside Excel

Prompt in-app. No copy/paste.

04
memory

Fireflies + Claude

Every call, searchable.

Demo 01

CSVXLSX, done in one prompt.

Teaching moment: raw prompt vs structured prompt. Same task, two ways. Both work. The SOP is more reliable.
INPUT INTERMEDIATE TERMINAL EXTERNAL OUTPUT pink dashed = XLOOKUP enrichment
Demo 02

A skill is just SOP plus script.

SKILL.md + script.py = reusable skill

SKILL.md is the brain. The script does the work. Claude orchestrates.

The rule → 3rd repeat = make a skill.
---
name: generic-email-finder
description: Find info@ / contact@ / sales@
  emails for a list of domains using Serper + LLM.
---

# When to use
Run this after Apollo enrichment when
any row still has a blank email column.

# Command
python3 .claude/skills/generic-email-finder/\
  find_emails.py --input leads.csv \
                 --output leads_enriched.csv
Demo 03

Claude Inside Excel.

Install the Claude add-in. Open the workbook. Claude is right there in the sidebar, reading the sheet with you.

  • → Claude runs inside Excel as an add-in
  • → Same workbook from Demo 1, edited in place
  • → No exporting, no copy/paste, no context switching
where the work already lives
• LIVE DEMO — shown in Excel

"Create a new tab with just the generic emails — no rows that have a first name."

Demo 04

Fireflies + Claude.

• CONCEPT · NOT DEMOED TODAY

What you could build next.

what did we discuss with jane@acme.com?
found 2 calls. May 14: scoped onboarding, flagged pricing. May 28: signed off on Loom, Q3 kickoff next.
1

Connect Fireflies to Claude

One-time setup via connector.

2

Ask natural questions

"What did we discuss with <email>?"

3

Pulls across months

Meetings, transcripts, decisions.

4

Use cases

Prospect prep, pre-call context, recall.

Recap

Four moves to steal tomorrow.

1

Feed Claude the files.

Raw CSVs in, workbook out.

2

3rd repeat? Ship a skill.

SKILL.md plus a script.

3

Work where the file lives.

Claude add-in, inside Excel.

4

Ask your calls questions.

Always-on meeting memory.

Stuck? That's a skill.md issue.
you got this team
Rollout

Everyone gets Claude. Starts soon.

Right now the team doesn't have access. That changes: we'll begin rolling out seats across the team so everyone can do this work themselves.

• WHO BENEFITS MOST
Research

Combining files, every week.

GMB scrape, decision makers, Clay output, XLOOKUP merges. The Demo 1 pipeline runs once a week. Claude does it in minutes.

Associates

SmartLead data gymnastics.

Pull SmartLead export, merge with contacts, push into the company file, rename outreachoutreach initiated, dedupe, relabel. Every day.

Everyone

Repeat transforms by hand.

If you're doing the same column renaming, filtering, or file merging more than once, Claude can take it off your plate.

Going further

Once you're comfortable, stack it.

Three moves that compound as you get more reps in.

Chain skills

One skill feeds the next.

skill 1 skill 2 skill 3

Skill 1 cleans, skill 2 enriches, skill 3 uploads. Run the chain manually, schedule it on a cron, or have Claude pause between steps so you can review before it continues.

Just ask

When in doubt, describe the problem.

"I have X and Y, I need Z. Can you do this?" If it's in scope, Claude tells you how. If it's not, Claude tells you that too. Stop guessing what's possible.

most of the time, the answer is yes

Many surfaces

Same engine, different canvases.

Claude ChatClaude CoworkClaude CodeClaude Design

Features overlap on purpose. Pick the surface that fits the job: Chat for quick answers, Cowork for files and folders, Code for deep work in your repo, Design for visual output.

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