Claude in action: use-cases by role

No matter what you do, Claude can help streamline your work. This lesson highlights practical use cases organized by role, so you can see how Claude applies to your specific work context.

Each use case below links to a detailed guide in our Use Case Gallery with step-by-step instructions you can follow.

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 user feedback – Extract insights from customer comments and survey responses
• Package your brand guidelines in a skill – Create a reusable Claude skill that applies your brand standards

Sales

Sales professionals can use Claude to accelerate deal preparation, create compelling materials, and stay on top of competitive intelligence.

• Build a battle card library – Create competitive intelligence resources that help your team win deals
• Prepare for sales deals – 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

Finance 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 an inherited spreadsheet – Decode complex spreadsheets and add new functionality

HR

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

• Create new hire onboarding 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

These examples are just the beginning. Visit the Use Case Gallery 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 ways to work with Claude — including Claude Code, Claude Tag, Claude Design (which also works right inside your conversations), Claude for Microsoft 365, and Claude in Chrome — each tailored to where the work actually happens.