CCAO-F practice questions: Workflow integration and solution design.

Where does Claude fit best in a weekly reporting process?

• Pulling the figures from source systems and deciding which ones are worth reporting this week
• Signing off on the final report, since it can check the numbers faster than a person can
• Writing and sending the report directly to stakeholders once the numbers have been approved
• Drafting the narrative from the approved numbers, with a person reviewing before it is sent

You connect Claude to your company's document store. What should you check first?

• Whether the connector supports write access so Claude can file its outputs back into the store
• Whether search results come back quickly enough for the team to use it in daily work
• Whether the document store vendor has published guidance on AI assistant integrations
• Which folders the connector can read and whether that matches the data's classification

A support team wants Claude to draft replies to tickets. Which design keeps quality high?

• Claude answers tickets it rates as simple automatically and routes the rest to agents, with no review of the automated ones
• Claude drafts from the ticket; agents send the draft unchanged and log any customer complaints for review each quarter
• Claude drafts from the ticket and knowledge base; an agent reviews and sends; wrong drafts feed back into instructions
• Claude drafts from the ticket; a manager samples a fixed 5% of sent replies each week and updates instructions from the sample

Which task is a poor fit for Claude in a finance workflow?

• Making the final approval decision on employee expense reports
• Drafting a memo that explains the monthly results to leadership
• Extracting figures from scanned invoices for a person to review
• Summarizing variance commentary from the business unit leads

What should you map before adding Claude to a process?

• The team's existing prompts and templates, so you can standardize them before rolling out anything new
• The steps, inputs, outputs, and where judgment happens, so you know which steps are drafting and which are decisions
• The list of available models and their costs, so you pick the cheapest one that works
• The budget and timeline, so you know how much automation you can afford to build

A marketing team wants weekly competitor summaries. Which setup?

• A fresh chat each week where the analyst pastes the competitor list and the latest news links
• An automated agent that gathers competitor news and posts the summary straight to the team channel each Monday
• A shared conversation that the team keeps open all quarter so Claude retains the full history
• A Project with standing instructions and the competitor list, run weekly with a person reviewing before circulation

Which is a sign that a task should stay manual for now?

• It involves judgment calls that the team currently makes based on experience
• Errors are costly, the inputs are inconsistent, and there is no quick way to check outputs
• It runs weekly and the inputs arrive in slightly different formats each time
• It takes under an hour and the team already has a template that works well

How do you measure whether Claude improved a workflow?

• Survey the team after a month on whether the work feels faster and less tedious
• Compare the tool's monthly cost against the hours the team estimates it saved
• Compare time, error rate, and rework before and after on the same kind of work
• Track how many prompts the team writes per week as a proxy for adoption

When connecting Claude to a shared drive, which question comes first?

• Which team members should get access to the connected assistant first
• Whether Claude can write files back to the drive or only read them
• How quickly it returns results when searching across a large folder tree
• Which folders it may read and whether the data classification allows it

A colleague builds a workflow where Claude's output goes straight into a customer-facing form. What is missing?

• A review or validation step before anything reaches the customer
• A more capable model so the output is accurate enough to send directly
• A log of every output so problems can be traced after customers report them
• A more detailed prompt so the output matches the form's fields exactly