AI‑Powered Operations & Automation with Claude Cowork (Wholesale Trade Edition)
SBI260987
Overview
Stop doing manually what AI can handle in seconds - built specifically for wholesale trade SMEs.
If your team repeats the same emails, reports, and documents week after week, this programme is designed for you. AI‑Powered Operations & Automation with Claude Cowork is a practical, hands‑on workshop created specifically for wholesale trade operations for every business function.
Participants will learn how to use Claude Cowork to automate common tasks such as business communications, inventory commentary, proposals, and SOP documentation — with no coding required. The focus is on immediate, real‑world application. Every participant leaves with functional automation workflows, reusable templates, and a clear action plan to apply AI directly in their day‑to‑day role.
Businesses can expect faster execution, higher productivity, and measurable time savings from day one.
Event Detail
This programme equips operating teams and wholesale trade professionals with practical AI automation skills that can be applied immediately at work. It is designed for organisations seeking measurable productivity gains without increasing headcount or introducing complex technology.
Participants will learn how to use Claude Cowork to automate common wholesale tasks such as drafting client and supplier communications, generating management commentary from spreadsheets, creating proposals, and documenting SOPs. The emphasis is on simple, repeatable workflows that integrate seamlessly into daily operations.
Each participant will complete a hands‑on capstone where they build one automation workflow tailored to their role, estimate time savings, and create a short implementation plan to apply AI more broadly within their team.
Programme/Agenda
HOW THE DAY RUNS
| Time | Session | What Happens & Who Benefits |
| 09:00 - 10:15 | Setup & Foundations | Configure Claude Cowork for your wholesale business. Build a context file encoding product categories, B2B tone, and supplier rules. All roles |
| 10:30 - 12:30 | Operations Communication Lab | Draft B2B client emails, supplier negotiations, HR policy announcements, and logistics updates with 3-tone variants. HR Sales Supply Chain |
Lunch Break | 12:30 - 13:30 | ||
| 13:30 - 14:30 | Trade Intelligence & Research | Turn raw sourcing notes, tariff updates, and market research into structured decision briefs in minutes. Procurement Sales Finance |
| 14:30 - 15:30 | Trade Data Assistant | Paste your inventory Excel or AR aging table and generate management narratives and formula suggestions instantly. Supply Chain Finance |
| 15:45 - 16:30 | Document & SOP Automation | Auto-generate B2B proposals, RFQ comparison tables, and HR onboarding SOPs from rough bullet-point notes. Sales HR Procurement |
| 16:30 - 17:00 | Capstone & Action Plan | Build one end-to-end workflow for your own role. Calculate your ROI. Draft your 7-day team rollout plan. All roles |
WHAT TO BRING
Laptop (Windows or Mac) | Claude Cowork installed (free trial is fine) | One real work task you want to automate |
WHY SHOULD I ATTEND
WHAT PARTICIPANTS WALK AWAY WITH
Business Communication Kit B2B client emails, supplier negotiations, HR announcements - 3-tone variants, fully reusable. | Trade Intelligence Brief Template Turn raw sourcing notes or tariff updates into a structured decision brief in minutes. |
Trade Data Narrative Generator Paste your inventory or AR aging table and get a written management commentary instantly. | Proposal & SOP Automation Kit Convert rough notes into polished B2B proposals, RFQs, and warehouse SOPs your team can reuse. |
Personal Wholesale Prompt Library Copy-paste prompts built for your specific role in wholesale trade operations. | Certificate of Completion "Claude Cowork Business Automation Specialist" - issued upon successful Capstone completion. |
REAL RESULTS: WHOLESALE TRADE
CASE STUDY 1 | Supply Chain & Logistics Inventory Variance Report: 3 Hours to 15 Minutes | |||
A seafood wholesale distributor's operations manager used Module 6 to auto-generate the full weekly inventory variance commentary from raw Excel data. What used to consume a Monday morning now takes a coffee break.
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CASE STUDY 2 | Sales & Business Development B2B Proposal Writing: 45 Minutes to 8 Minutes | |||
An electronics parts distributor's sales team of 4 built a standardised Proposal Generator using Module 7. Call notes in, polished client-ready proposal out - consistent quality across every rep, every time.
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WHO SHOULD ATTEND
Wholesale trade professionals, including individual contributors and operations staff, responsible for communications, reporting, documentation, and day‑to‑day execution across core business functions.
Non wholesale trade professionals are welcome to join - the course content remains useful for your own day‑to‑day execution.
SBF member: $436, Non member: $654
For wholesale trade company, JSIT will fund 50% of the fee for the 1st participant.
After funding the fee will be:
SBF member: $218, Non member: $327
Contact Detail
For enquiries and registration details, please email programme manager: zhirong.koh@sbf.org.sg
Friday, 24 April 2026 - Friday, 24 April 2026 
9:00 AM - 5:00 PM
(To be confirmed)