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A hands-on AI workshop

Claude 201: Getting AI to work for you

Claude 201 puts Claude to work. A 90-minute, hands-on workshop you host for your members, clients, or team: participants connect Claude to their inbox, calendar, and files, organize their work into Projects, package their voice as a Skill, and set up scheduled tasks. Book it as part two after Claude 101, or on its own for a group that already uses Claude.

Book Claude 201Two ways to book
SN3 Group instructors John Lipe, Alex Mont-Ros, and Lisa Mont-Ros
Length

90 minutes

One focused, hands-on session

Level

Builds on Claude 101

Or on existing Claude experience

Format

On-site or online

Your venue, or Zoom or Google Meet

Bring

A laptop

Plus a Google account for the connectors

Any industry. Made for groups like

Industry associationsBrokerages & franchise officesChambers of commercePeer & mastermind groupsCompany teamsClient appreciation eventsProfessional networksCoworking communitiesNonprofits
Two ways to book

Part two of a series, or a session of its own.

Claude 201 picks up where Claude 101 leaves off. Book it as the second half of the series, or on its own for a group that already knows its way around Claude.

Option 1

As part two of the series

Run Claude 201 after Claude 101, on the same day or a separate one. Participants arrive with the business profile and custom instructions they built in 101, and 201 builds the system on top.

See the 101 + 201 series

Option 2

As a standalone workshop

For audiences with existing Claude experience: people who already converse with Claude comfortably and want it doing more of the work. We go straight to connectors, Projects, Skills, and scheduled tasks.

Is standalone right for us?

What we cover

Four moves to a working system.

Each module follows the same rhythm: the idea, a live demo, then everyone builds it on their own laptop.

Module 01 · Connectors

Give Claude eyes into your business.

Custom instructions told Claude about your business. Connectors let Claude see it.

Everyone connects Gmail, Google Calendar, and Google Drive, then asks Claude a question it couldn’t answer before: one that spans their inbox, their schedule, and their files at once.

  • GmailTheir inbox and sent folder
  • Google CalendarTheir meetings and schedule
  • Google DriveTheir documents and folders
Try it in the room

Now that you are connected to my email, calendar and drive, look across everything you can see. What patterns do you notice about how I actually spend my week?

The answer draws on all three sources at once.

Module 02 · Projects

Turn one Claude into a whole team.

One Claude for everything gets messy. Context gets lost and work streams collide.

A Project is a dedicated workspace for one type of work, with its own name and description, custom instructions, knowledge files, and chat history. Same Claude underneath, tuned for one job. Participants have Claude suggest the five Projects that would help them most, then build the first one in the room.

Project ideas

Client onboardingMarketing contentWeekly newsletter Client communicationProposals & contractsMarket research
Try it in the room

Based on everything you know about my business, suggest the 5 most valuable projects I should set up in Claude. For each one, give me a name, a short description of when I’d use it, and a starter set of custom instructions I can paste in.

Then they pick the one that would save them the most time this week, and build it.

Module 03 · Skills

Package your expertise. Invoke it forever.

Even with great custom instructions, you’re still re-explaining the specifics. Every. Single. Time.

A Skill is a saved playbook: a name, a description of when to use it, the full instructions, and any examples or reference material. Participants build it once and load it into Claude; from then on, Claude runs it the same way every time they call it by name. In the room, everyone builds the same first Skill: their own voice.

Two ways to build it: paste a few samples of their own writing, which works for everyone, or let Claude study their sent folder and Drive through the connectors from Module 01. Either way, participants leave with a Skill file on their computer.

Skill ideas

VoiceProduct description writerMarket snapshot Client bio briefContract clause explainerObjection handler
Try it in the room

I want to build a voice Skill. Ask me to paste three to five samples of my own writing. Analyze the patterns: what I do say, what I never say, my cadence, and my vocabulary. Then create the Skill and give it to me as a file I can download.

Then they put it to work: “Use my voice Skill to write a three-sentence Instagram post about…” Not quite them yet? They adjust the Skill and try again.

Module 04 · Scheduled tasks

Have Claude read the world for you.

You could open Claude every day to check on your market. Or Claude could bring the market to you.

Scheduled tasks turn Claude into a recurring briefing. Participants pick what they want to stay on top of, and Claude pulls it together and delivers it on their schedule. They show up sharper without doing the work of staying informed.

Scheduled task

Every Sunday at 7pm, give me an update on my market. Include this week’s trends, notable news, what competitors are doing, and anything my clients are likely to ask me about.

Sunday night, the briefing arrives. Monday morning, they already know what happened last week.

Step back

Look at what they just built.

Connectors

Claude can see their inbox, calendar, and drive

Projects

Specialized workspaces for each part of the business

Skills

Their voice, packaged and reusable in every chat

Scheduled tasks

Briefings delivered on their rhythm

A working AI system. In their own hands. Running on its own.

How hosting works

You fill the room. We teach it.

You bring Claude 201 to your members, clients, or team. SN3 brings the curriculum and teaches it live. Here’s how a booking runs.

  1. 01

    Book the date

    Choose on-site or online and a date that works for your group.

    No minimum lead time
  2. 02

    Promote it

    We send you a print flyer and a social media flyer from the SN3 template, with your sponsor names and the class details. Your design team is welcome to make more.

    Two flyers included
  3. 03

    Fill the room

    You invite your participants. Want help with the logistics? SN3 can run the RSVP form, tracking, and confirmation and reminder workflows, then send you the attendee list after the workshop.

    Optional RSVP support
  4. 04

    Teach it live

    The SN3 Group teaches the session. Participants bring laptops and build on their own accounts as we go.

    90 minutes

Your part

What the host brings

  • A venue and a screen, for on-site sessions
  • Invitations to your members, clients, or team
  • Funding for the session, from you or a sponsor
  • A note in your invitation: bring a laptop

Our part

What SN3 brings

  • The curriculum, taught live by the SN3 Group
  • One print flyer and one social media flyer with your sponsor names
  • Examples and practice conversations tailored to your group’s industry
  • Optional RSVP form, tracking, confirmations, and reminders, plus the attendee list
Included for hosts

Flyers ready to share, with your name on them.

Every booking includes two flyers built on the SN3 template. Share them as they are, or have your own design team create more.

  • One print flyer for your venue, newsletter, or front desk
  • One social media flyer for your channels

Sample layout. Both flyers follow the current SN3 template, which may change, and carry your sponsor names and the class details.

On-site or online

Your venue or your screen.

Same curriculum, same hands-on format, two ways to run it. Whichever you choose, participants work on their own laptops the whole way through.

  • On-siteYou provide the venue and a screen. How many people can join depends on the room.
  • OnlineTaught live on Zoom or Google Meet, and recorded.
Alex Mont-Ros, Lisa Mont-Ros, and John Lipe teaching live AI workshops, from a hands-on table session to a full conference room
Your instructors

Taught by the SN3 Group.

Your group learns directly from the people who run SN3: our two co-founders and our Chief Innovation Officer.

Alex Mont-Ros — Co-Founder & CEO

Alex Mont-Ros

Co-Founder & CEO

Serial entrepreneur and strategist. Alex leads client strategy and keeps every engagement anchored to the only metric that matters: leverage you can feel in your week.

Lisa Mont-Ros — Co-Founder & COO

Lisa Mont-Ros

Co-Founder & COO

Operations to the bone. Lisa turns strategy into systems — the workflows, training, and cadences that make adoption stick long after launch day.

John Lipe — Chief Innovation Officer

John Lipe

Chief Innovation Officer

The frontier scout. John lives in the newest models, agents, and automation stacks — so clients adopt what’s proven, not what’s loudest.

Keep exploring

Start with 101, or book both.

Claude 101

90 minutes. Participants set Claude up and teach it who they are: custom instructions, memory, Projects, and styles.

Explore Claude 101

Claude 101 + 201 Series

Both workshops, on the same day or on separate days. A sample day: Claude 101, lunch, then Claude 201.

Explore the series

Claude Workshop FAQ

Formats, laptops, recordings, flyers, RSVPs, and how booking works, answered for hosts.

Read the FAQ
Host questions

Before you book Claude 201.

Can we book Claude 201 on its own?

Yes. Claude 201 works as a standalone session for audiences that already have Claude experience. If your group is new to Claude, start with Claude 101 or book the Claude 101 + 201 Series.

Which accounts do participants need?

Claude 101 walks everyone through getting into Claude, and a free account is enough to follow along. Claude 201 uses features such as connectors, Skills, and scheduled tasks that may require a paid Claude plan; we’ll confirm what your participants need before the session. Claude 201’s connectors module uses Gmail, Google Calendar, and Google Drive, so participants need a Google account to connect their own. On company accounts, an administrator may need to allow the connection first. If your group works mainly in Outlook or Microsoft 365, tell us when you book.

Can we book both workshops?

Yes. The Claude 101 + 201 Series runs both workshops, on the same day or on separate days. A sample same-day format: Claude 101 (90 minutes), lunch (30 or 60 minutes), then Claude 201 (90 minutes).

Do participants need a laptop?

Yes. The workshops are hands-on and participants build on their own laptops as we go, so everyone should bring one, charged. A phone helps too: Claude 101 includes setting up Claude on mobile.

Do you teach on-site or online?

Both. On-site, we teach at your venue. Online, we teach live on Zoom or Google Meet. The curriculum and the hands-on format are the same either way.

Read the full workshop FAQ

Bring Claude 201 to your group

From answering questions to doing the work.

Tell us about your group, whether they’ve taken Claude 101, and the date and format you have in mind. We’ll reply within one business day.

Book Claude 201