Module 3: Advanced Use Cases — Reference Materials

1. Complete Use Case Overview

Summary Matrix

Legend

• Impact: Effect on business efficiency (3 stars = highest)
• Difficulty: Level of Claude Code proficiency required (3 stars = most advanced)
• Frequency: Typical frequency of use

Recommended Adoption Sequence

Phase 1 (Week 1)    : Use Cases 1, 2     <- Start here
Phase 2 (Weeks 2-3) : Use Cases 3, 5     <- Once you are comfortable
Phase 3 (Month 1)   : Use Cases 4, 6     <- Integrate into monthly tasks
Phase 4 (As needed) : Use Cases 7-11     <- As the need arises

2. Prompt Template Collection

Copy the templates below and replace the content in [brackets] with your own information.

Template 1: Structuring Meeting Notes

Read [meeting notes file path] and structure the meeting minutes in the following format.

## Output Format
1. Meeting Minutes (Markdown format)
   - Meeting name, date, attendees
   - Summary by topic
   - Decisions (numbered list)
   - Action items (table with owner, task, deadline)

2. Action Item List (separate file)
   - Grouped by owner
   - Each item in GitHub Issue format (title, body, suggested labels)

Output:
- [output path]-structured.md (structured minutes)
- [output path]-actions.md (action items)

## Additional Notes
- For items without an explicit deadline, write "Deadline TBD"
- If it is unclear whether something is a decision or still under discussion, add a "needs confirmation" note
- [Add any other instructions here]

Template 2: Auto-Converting Standard Reports

Read [detailed report file path] and generate the following versions.

## Summary Version ([output path]-summary.md)
- Target audience: [reader's role/department]
- Length: [approximately one page / 10 bullet points or fewer / etc.]
- Include: [items to include, comma-separated]
- Exclude: [items to exclude, comma-separated]
- Tone: [concise & fact-based / strategic / collaborative / positive / etc.]

## Additional Versions (add sections as needed)
(Same format as above)

## Notes
- Transfer numbers accurately from the original
- Always include [specific information]
- Never include [specific information]

Template 3: Data Cleansing

Read [data file path] and perform data cleansing according to the following rules.

## Cleansing Rules

### [Column 1] Normalization
- [Describe conversion rules]

### [Column 2] Normalization
- [Describe conversion rules]

### Duplicate Detection
- [Describe duplicate detection criteria (e.g., similar company name + contact name)]
- Do not auto-merge; generate a report for human review

## Output
1. [output path]-cleaned.csv (cleansed data)
2. [output path]-report.md (change report)

## Notes
- Do not overwrite the original data
- Flag ambiguous changes as "needs confirmation"
- [Other rules]

Template 4: KPI/OKR Dashboard Data Preparation

Read the files under [data directory path] and create unified KPI dashboard data.

## Data Sources
- [File 1]: [description]
- [File 2]: [description]
- [File 3]: [description]

## Unified Format Specification

### File: [output path]/kpi-summary.csv
Columns:
- Category
- KPI Name
- Target Value
- Actual Value
- Achievement Rate (%)
- Month-over-Month (%)
- Status (Achieved/On Track/At Risk/Below Target)

Status criteria:
- Achieved: Achievement rate >= 100%
- On Track: Achievement rate >= [threshold]%
- At Risk: Achievement rate >= [threshold]%
- Below Target: Achievement rate < [threshold]%

### File: [output path]/kpi-commentary.md
One-line summary per KPI plus recommended actions for at-risk items

Template 5: Process Flow Diagrams & Manuals

Read [interview notes file path] and create the following deliverables.

## 1. Flowchart (Mermaid format)
- Include [main flow / sub-flows]
- Branching conditions: [describe conditions]
- Output: [output path]-flow.md

## 2. Procedure Manual
- Target audience: [new employees / team members / managers]
- Include "owner," "tools used," and "estimated time" for each step
- Include tips on common mistakes and things to watch out for
- Output: [output path]-manual.md

## 3. Open Questions List
- Organize unclear points as a question list
- Output: [output path]-questions.md

Template 6: Internal Knowledge Base Construction

Read all files under [document directory path] and propose a structure
for the internal knowledge base.

## Requirements
- Target audience: [all employees / specific department / new hires]
- Propose a categorization scheme
- Create an article template
- Consolidate overlapping content
- Flag content that may be outdated

## Output
1. [output path]/README.md (table of contents and usage guide)
2. [output path]/template.md (article template)
3. [output path]/structure-proposal.md (proposed structure)

Template 7: RFP Draft Creation

Create an RFP (Request for Proposal) draft based on the following requirements notes.

## Requirements Notes
- Purpose: [what to procure/replace/build]
- Current system: [current state and issues]
- Budget: [budget range]
- Go-live target: [target date]
- Number of users: [expected user count]
- Must-have requirements: [essential features/conditions]
- Nice-to-have: [desirable features/conditions]

## RFP Structure
1. Company overview and project background
2. Current system overview and issues
3. Requirements (functional and non-functional)
4. Items to include in proposals
5. Evaluation criteria (with scoring rubric)
6. Schedule
7. Proposal submission process
8. Contract terms

Output: [output path]

## Notes
- Assign priority levels (Must-have / Should-have / Nice-to-have) to each requirement
- Mark unclear items with a [TBD] tag

Template 8: Contract Risk Check Assistance

Read [contract file path] and perform a risk check using the following checklist.

## Checklist
### Basic Terms
- [ ] Full legal names of contracting parties
- [ ] Contract period and renewal conditions
- [ ] Termination clause (notice period, penalties)

### Fees & Payment Terms
- [ ] Clarity of pricing structure
- [ ] Payment terms
- [ ] Price increase provisions

### Liability & Risk
- [ ] Cap on damages
- [ ] Confidentiality clause
- [ ] Personal data handling
- [ ] Intellectual property ownership

### Other
- [ ] Anti-corruption clause
- [ ] Force majeure clause
- [ ] Governing law and jurisdiction

## Output Format
For each item: relevant clause, risk level (High/Medium/Low), concerns, recommended action

Output: [output path]

* This check is a first-pass screening. Final decisions are made by the legal department.

Template 9: Multilingual Content Localization

Localize the following file into [target language].

Source: [source file path]
Output: [output path]

## Translation Rules
1. Refer to the glossary ([glossary file path]) and use standardized terms
2. Use a [formal/casual/technical] tone appropriate for [content type]
3. Do not translate proper nouns (product names, company names)
4. Date and currency format: [specify format]
5. [Other translation rules]

## Additional Output
If there are terms to add to the glossary, output them as [path]

Template 10: Scenario Simulation

Perform a profit/loss simulation for [number] scenarios based on the following assumptions.

## Business Overview
- Business: [description]
- Revenue model: [monthly subscription / one-time / usage-based / etc.]
- Current scale: [revenue / customers / etc.]

## Scenario Parameters

| Parameter | [Scenario 1 name] | [Scenario 2 name] | [Scenario 3 name] |
|-----------|-------------------|-------------------|-------------------|
| [Parameter 1] | [value] | [value] | [value] |
| [Parameter 2] | [value] | [value] | [value] |
| [Parameter 3] | [value] | [value] | [value] |

## Fixed Conditions (All Scenarios)
- [Fixed cost breakdown]

## Output
1. [output path]/scenario-comparison.csv -- Monthly P/L
2. [output path]/scenario-summary.md -- Annual summary
3. [output path]/sensitivity-analysis.md -- Sensitivity analysis
4. [output path]/break-even-analysis.md -- Break-even analysis

## Notes
- Show your calculations
- Note any assumptions explicitly

Template 11: Grant & Subsidy Application Support

Read the following grant's call for proposals and help prepare the application.

## Target
Grant name: [grant name]
Guidelines file: [file path]

## Task 1: Requirements Summary
Organize eligibility, eligible expenses, subsidy rate/cap, schedule, required documents,
and evaluation criteria.
Output: [output path]-requirements.md

## Task 2: Eligibility Check
Our company:
- Industry: [industry]
- Employees: [count]
- Capitalization: [amount]
- Location: [location]
- Planned investment: [target equipment/tool/project]

Output: [output path]-eligibility.md

## Task 3: Application Draft
Create an application draft following the guidelines.
Mark sections needing company-specific information with [TO BE COMPLETED].
Output: [output path]-draft.md

3. Use Case Selection Flowchart

“Finding the right use case for you”

Follow the flow below to find the best use case to start with.

flowchart TD
    Start([What do you want to streamline<br/>with Claude Code?]) --> Q1{Do you have recurring<br/>tasks every week?}

    Q1 -->|Yes| Q2{What kind of tasks?}
    Q1 -->|No| Q5{Do you have large<br/>project-based tasks?}

    Q2 -->|Meetings & minutes| UC1[Use Case 1<br/>Structuring Meeting Notes]
    Q2 -->|Reports| UC2[Use Case 2<br/>Auto-Converting Reports]
    Q2 -->|Data cleanup| Q3{What type of data?}
    Q2 -->|Document management| UC6[Use Case 6<br/>Knowledge Base Construction]

    Q3 -->|Master data like customer lists| UC3[Use Case 3<br/>Data Cleansing]
    Q3 -->|KPI / performance data| UC4[Use Case 4<br/>KPI Data Preparation]

    Q5 -->|Yes| Q6{What kind of project?}
    Q5 -->|No| Q7{Do you have strategic<br/>planning work?}

    Q6 -->|Vendor selection / procurement| UC7[Use Case 7<br/>RFP Draft Creation]
    Q6 -->|Contracts / legal| UC8[Use Case 8<br/>Contract Risk Check]
    Q6 -->|International / translation| UC9[Use Case 9<br/>Multilingual Localization]
    Q6 -->|Process improvement| UC5[Use Case 5<br/>Flow Diagrams & Manuals]

    Q7 -->|Yes| Q8{What specifically?}
    Q7 -->|No| Restart([Review the textbook<br/>for inspiration])

    Q8 -->|Business planning / budgeting| UC10[Use Case 10<br/>Scenario Simulation]
    Q8 -->|Funding| UC11[Use Case 11<br/>Grant Application Support]

    style UC1 fill:#e1f5fe
    style UC2 fill:#e1f5fe
    style UC3 fill:#e1f5fe
    style UC4 fill:#fff3e0
    style UC5 fill:#fff3e0
    style UC6 fill:#fff3e0
    style UC7 fill:#f3e5f5
    style UC8 fill:#f3e5f5
    style UC9 fill:#f3e5f5
    style UC10 fill:#fce4ec
    style UC11 fill:#fce4ec

Text Version of the Flowchart

For environments where Mermaid is not supported:

Which of the following best describes your situation?

A) I repeat similar tasks every week
   -> Meeting-related       -> Use Case 1 (Structuring Meeting Notes)
   -> Report-related        -> Use Case 2 (Auto-Converting Reports)
   -> Data cleanup          -> Use Case 3 (Data Cleansing)
                              or Use Case 4 (KPI Data Preparation)
   -> Document management   -> Use Case 6 (Knowledge Base Construction)

B) I have large project-based tasks
   -> Vendor selection      -> Use Case 7 (RFP Draft Creation)
   -> Contracts / legal     -> Use Case 8 (Contract Risk Check)
   -> International         -> Use Case 9 (Multilingual Localization)
   -> Process improvement   -> Use Case 5 (Flow Diagrams & Manuals)

C) I am working on strategic planning
   -> Business planning     -> Use Case 10 (Scenario Simulation)
   -> Funding               -> Use Case 11 (Grant Application Support)

4. Important Notes & Considerations

Security & Privacy

Data Accuracy

Legal & Compliance

Operational Notes

The Most Important Principle: AI Output Is a “Draft”

The single most important principle across all use cases is that Claude Code’s output is always a “draft,” never the final version.

• Meeting minutes -> Have attendees verify
• Reports -> Cross-check numbers against the original
• Data cleansing -> Visually review the change report
• Flow diagrams -> Have the actual process owners review
• RFPs & contracts -> Have legal/specialists review
• Simulations -> Verify assumptions and calculations
• Applications -> Fact-check and have specialists review

By viewing AI not as a “perfect assistant” but as a “talented drafter whose work needs verification,” you can use it safely and effectively.