Introduction 活动介绍

With OpenClaw as the core gateway, deeply integrating the domestic Crayfish capabilities of Tencent WorkBuddy, we build a fully localized departmental intelligent assistant. Within one day, master the deployment from environment setup to the implementation of three core office intelligent agents (process automation, data reconciliation, document processing). All data remains on-premises, secure and compliant, suitable for daily office scenarios across various functional departments. This training covers AI-driven office automation across all scenarios, helping participants deeply master AI tools and automation technologies to achieve business scenario implementation and a leap in efficiency.

以OpenClaw为网关核心，深度融合腾讯WorkBuddy国产龙虾能力，打造完全本地化的部门级智能助理。一天内掌握从环境搭建到三大核心办公智能体（流程自动化、数据对账、文档处理）的落地，所有数据留存本地，安全合规，适用于各职能部门日常办公场景。本次培训基于AI驱动的办公自动化全场景覆盖，帮助学员深度掌握AI工具与自动化技术，实现业务场景落地与效能飞跃。

Training Objectives/培训目标

1. Understand what "Crayfish" is and its positioning in general office scenarios.

2. Master the typical applications and implementation methods of Crayfish in finance, administration, operations, sales, and other departments.

3. Implement intelligent assistants for cross-departmental process automation, data reconciliation, and document processing.

4. Establish universal digital security usage habits across the organization.

1.理解"小龙虾"是什么及其在通用办公场景中的定位

2.掌握小龙虾在财务、行政、运营、销售等部门的典型应用与落地方式

3.实现跨部门流程自动化、数据对账、文档处理等环节的智能助手

4.建立全组织通用的数字化安全使用习惯

Target Audience/目标学员

• Functional personnel in Finance, Administration, Operations, Sales, Marketing, etc.
• Personnel involved in enterprise digitalization, process management, and compliance operations
• Professionals seeking to improve office automation and digital capabilities.
• 财务、行政、运营、销售、市场等职能部门人员
• 企业信息化、流程管理、合规运营相关人员
• 希望提升办公自动化与数字化能力的职场人士

Course Outline/课程大纲

Module 1: Understanding Crayfish & Building the Digital Office Environment

1.1 What is Crayfish?

• Tencent WorkBuddy Domestic Crayfish (Crayfish): A localized intelligent assistant platform for enterprise scenarios, featuring natural language interaction, OCR recognition, document parsing, process automation, and more. It supports local deployment with no data leakage. Its role in the office is to act as a "digital employee" for each functional department, helping handle repetitive, rule-based transactional work.

1.2 What can Crayfish do, and what value does it provide?

Function: Automated Document Processing

Description: Automatic generation and archiving of contracts, reimbursement forms, applications, etc.

Value for the Office: Standardizes documents, improves response speed.

Function: Data Reconciliation & Verification

Description: Automatically compares multi-source data (finance/sales/procurement), flags discrepancies.

Value for the Office: Improves reconciliation efficiency, reduces error risk.

Function: Process Automation

Description: Automates cross-departmental processes such as approvals, workflows, and notifications.

Value for the Office: Reduces manual intervention, ensures process consistency.

Function: Information Extraction & Organization

Description: Automatically parses various forms, emails, attachments, and outputs structured data.

Value for the Office: Enhances information processing efficiency, supports decision-making.

*Practical help and improvements for daily office work: Free up time spent on transactional tasks to focus on core business and collaborative innovation; enable data-driven management, enhance compliance and audit traceability.

1.3 Pre-Deployment Checklist

• Operating system, network, administrator privileges.
• Test accounts and test data for each department (reimbursement forms, attendance records, reconciliation sheets, contract templates, etc.).
• Tencent WorkBuddy plugin/API key, OpenClaw deployment environment.

1.4 Quick Start & OpenClaw Crayfish Overview

• Deploy OpenClaw, connect to Crayfish capabilities, access the console via a browser, and verify basic availability.
• Live Case 1-1: Send a simulated query "Check the number of pending reimbursement requests this month" through the console to verify basic availability of the office assistant, ensuring the gateway and Crayfish channel are functioning normally.

Module 2: Connecting Common Office Tools and Configurations

2.1-2.2 Connecting Office Channels & Configuring LLMs

• Configure WeChat Work/DingTalk to integrate the office bot into various departmental groups. Add models such as Hunyuan and DeepSeek as default models to handle sensitive business data and conversational reasoning. Also master the installation and use of Cherry-ai: download the Cherry-ai client, configure the SiliconFlow API key, install the OpenClaw plugin, generate HTML programs or mini-games, and call more complex AI capabilities.

2.3 First Dialogue Test & Basic Security Configuration

• Ask the bot a question in IM: "What is the sales contract collection status this month?" to verify response accuracy. Restrict usage to designated department members; require @mention in group chats to avoid accidental triggers.
• Live Case 2-1: Invite the office bot to the finance group, experience @asking "Summarize last quarter's travel expenses" – the bot automatically correlates with internal data and returns structured information.
• WorkBuddy Crayfish Basic Operations: Complete Excel automation tasks (report splitting/merging, etc.) via natural language commands. Visit www.codebuddy.cn to download the WorkBuddy client, log in via WeChat QR code to start smart office work.
• Report Splitting (Case 2-1) – Theory Summary: Automatically split one master table into multiple independent Excel files based on specified column data, with batch download support. AI empowers enterprise data distribution efficiency, eliminating manual filtering. Example prompt: "Help me generate a web tool that supports uploading a master table, categorizing and naming files based on data in column 2, and packaging them for download."
• Table Merging (Case 2-2) – Theory Summary: Quickly merge multiple Excel files, supporting merging into a single worksheet or retaining separate worksheets. HTML visual operation, one-click multi-source data aggregation, breaking data silos.
• Case 2-3 – Data Export (Excel/Word): Generate tables or documents containing specific information based on commands, with one-click export to Excel or Word files. Structurally generate tables or graphic-text content, greatly improving information acquisition and organization efficiency.

Module 3: Core Office Scenario Intelligent Agent Hands-on (Crayfish Enhanced)

3.1 Financial Reconciliation & Reimbursement Assistant

• Skill Creation: Generate a "Financial Reconciliation" skill via natural language, configure Excel/PDF parsing plugins. Use WorkBuddy OCR and NLP to automatically extract invoice information, bank statements, and reimbursement documents, intelligently match accounts and budgets. Set matching rules by department, amount, date, invoice number – automatically flag anomalies (duplicate reimbursement, over-budget, missing invoices). After testing and optimization, generate structured reconciliation reports, reducing monthly reconciliation time by 70%.

3.2 Administrative Processes & Document Automation

• Generate an "Administrative Process Assistant" skill, configure templates for onboarding/seal use/meeting room application recognition. Automatically recognize various application forms (image/PDF/Excel), update ledgers, and trigger approval workflows. Reduce administrative process time from 30 minutes to 5 minutes, achieve fully digitalized process recording with zero errors.

3.3 Cross-Departmental Data Collaboration & Automatic Report Generation

• Configure the "Data Collaboration Assistant" skill with multi-source data parsing plugins, support fuzzy matching and field mapping, automatically generate cross-departmental collaboration reports. Command: "Generate this month's operational analysis report" – automatically output key metrics comparisons for sales, finance, and HR. Reduce monthly cross-departmental report preparation time by 80%, with traceable data sources to support management decision-making.

Module 4: Excel Functions & VBA Programming (AI-Assisted Efficiency)

4.1 Prompt Principles Summary: Praise AI (set role) + Provide background information to AI + Clearly state requirements. Use natural language to describe business needs, let AI automatically generate corresponding Excel formulas or VBA code – zero barrier to achieving complex automation.

*Core Value: Enables users without programming knowledge to efficiently complete Excel automation, focusing on business logic rather than technical details.

• Module 5: Office Scenario Security & Compliance Configuration

5.1 Restrict Access Scope: Configure file whitelists (only specified departments/groups), disable private chat function to prevent data leakage.

5.2 Human Confirmation for Sensitive Operations: Set rules such that commands involving "Export payroll data" or "Modify contract amounts" are rejected, prompting human confirmation, which can be linked to the enterprise WeChat approval process.

5.3 Logging & Auditing: View all request records via the web console, troubleshoot anomalies, automatically archive logs for at least 6 months to meet internal audit compliance requirements.

*Security Practice Reminder: All operations involving core business data require secondary authorization. Crayfish supports operation traceability, ensuring the principle of "no acting beyond designated role".

5.4 Case Study – Financial Automation Innovation:

• PenClaw Invoice Organizing

Automatically identify PDF/image invoices, extract key data (date, amount, vehicle type, start/end points, etc.) and organize into structured Excel sheets. Supports scanning all invoices in a specified folder, batch recognition, one-click table generation. Example prompt: "Organize all PDF invoices in the C:\Invoices folder into an Excel file by date, time, start point, endpoint, amount, and vehicle type. Save the file to the desktop named 'Invoices'."

• OpenClaw Bank Reconciliation

Automatically match bank statements with corporate ledgers, identify outstanding items and amount discrepancies, generate reconciliation reports (Word format). Replaces manual line-by-line reconciliation, precisely flags anomalies, multiplies monthly reconciliation efficiency, reduces financial risk.

Module 6: Departmental Expansion & AI Tool Ecosystem

6.1 Sales Department: Intelligent contract comparison for fast verification of orders and collections.

6.2 Operations Department: Automatic aggregation of daily/weekly reports to improve management efficiency.

6.3 IT Department: Automatic assignment of fault tickets – Crayfish gives every department its own dedicated digital employee.

6.4 Recommended Excellent AI Tools (PPT Summary Extension): Zhipu Qingyan (strong image recognition, beautiful formatting), Doubao (PPT creation and image editing), Qianwen (format conversion), AIPPT (document-to-PPT, edit while chatting). Continuously explore AI tools to enhance office and creative efficiency.

6.5 Course Core Review (Based on Instructor's Framework)

• AI Tools Foundation: DeepSeek, Cherry-ai, WorkBuddy, OpenClaw.
• Automation Applications: HTML creation, report processing, Excel functions/VBA, finance scenarios (invoice organizing/bank reconciliation).
• Core Principle: Master prompt techniques to achieve efficient human-AI collaboration and unleash productivity.

6.6 Three Major Leaps in Office Efficiency with Crayfish

• Financial Precision: Bank-grade reconciliation logic, automatic discrepancy marking, 100% accounting accuracy.
• Administrative Efficiency: Fully automated processes, saving 20+ person-days per month.
• Collaboration Quality: Automatically integrates multi-source data, shortens cross-departmental collaboration cycles by 40%.

Module 7: HTML Creation & OpenClaw Installation Extension

Following the AI office automation practical path, create HTML mini-programs with DeepSeek: use precise prompts to generate tech-style countdown timers, PDF tools, university knowledge cards, etc. After configuring the API key in the Cherry-ai client, you can create complex applications (e.g., a matching game). HTML code is Word-compatible, exportable for internal presentations or tool integration.

模块一：认识小龙虾与办公数字化环境搭建

1.1小龙虾是什么

腾讯WorkBuddy国产龙虾（小龙虾）：一款面向企业场景的本地化智能助手平台，具备自然语言交互、OCR识别、文档解析、流程自动化等能力，支持本地部署，数据不外传。在办公中的定位是充当各职能部门的"数字员工"，帮助处理重复性、规则明确的事务性工作

1.2小龙虾能实现什么功能、有什么价值

功能: 文档自动化处理

说明: 合同、报销单、申请单等自动生成与归档

对办公的价值: 规范文书，提升响应速度

功能: 数据对账与校验

说明: 自动比对多源数据（财务/销售/采购），差异标注

对办公的价值: 提高对账效率，降低差错风险

功能: 流程自动化

说明: 自动处理审批、流转、通知等跨部门流程

对办公的价值: 减少人工干预，保障流程一致

功能: 信息提取与整理

说明: 自动解析各类表单、邮件、附件，结构化输出

对办公的价值: 提升信息处理效率，支撑决策

*对日常办公的实际帮助与提升：释放事务性工作时间，聚焦核心业务与协同创新；实现数据驱动管理，增强合规性与审计追溯能力。

1.3动手前检查清单

• 操作系统、网络、管理员权限
• 各部门测试账号、测试数据（报销单/考勤/对账表/合同模板等）
• 腾讯WorkBuddy插件/API密钥、OpenClaw部署环境

1.4极速启动&OpenClaw龙虾简介

部署OpenClaw，连接小龙虾能力，浏览器访问控制台，验证基础可用性。

• 实战案例1-1：通过控制台模拟发送"查询本月待审批报销单数量"，验证办公助手基础可用性，确保网关与小龙虾通道正常。

模块二、连接常用办公工具与配置

2.1-2.2连接办公渠道&配置大模型

配置企业微信/钉钉，将办公机器人接入各职能部门群。添加混元、DeepSeek等模型作为默认模型，处理敏感业务数据与对话推理。同时掌握Cherry-ai的安装与使用：下载Cherry-ai客户端，配置硅基流动API密钥，安装OpenClaw插件，生成HTML程序或小游戏，实现更复杂AI能力调用。

2.3首次对话测试&基础安全配置

在IM中向机器人提问："本月销售合同回款情况？"验证响应准确性。限定指定部门成员使用，群聊需@响应，避免误触发。

• 实战案例2-1：将办公机器人邀请至财务群，体验群内@提问"上季度差旅费用汇总"，机器人自动关联内部数据并反馈结构化信息。
• WorkBuddy龙虾基础操作： 通过自然语言指令完成Excel自动化任务（报表拆分、合并等）。访问www.codebuddy.cn下载WorkBuddy客户端，微信扫码登录即可开启智能办公。
• 报表拆分（案例2-1）理论精要： 按指定列数据将一个总表自动拆分为多个独立的Excel文件，支持打包下载。AI赋能企业数据分发效率，告别手工筛选。提示词示例："帮我生成一个支持上传总表，按第2列数据归类命名，并打包下载的网页工具。"
• 表格合并（案例2-2）理论精要： 快速合并多个Excel文件，支持合并至单工作表或保留独立工作表。HTML可视化操作，一键完成多源数据汇总，打破数据孤岛。
• 案例2-3 数据导出（Excel/Word）： 根据指令生成包含特定信息的表格或文档，并支持一键导出为Excel或

Word文件，结构化生成表格或图文内容，极大提升信息获取与整理效率。

模块三：核心办公场景智能体实战（小龙虾增强）

3.1 财务对账与报销助手

技能创建：通过自然语言生成"财务对账"技能，配置Excel/PDF解析插件。利用WorkBuddy OCR及NLP自动提取发票信息、银行流水、报销单据，智能匹配科目与预算。匹配规则设定按部门、金额、日期、发票号匹配，自动标注异常（重复报销、超预算、发票缺失）。测试与优化后，生成结构化对账报告，每月对账时间缩短70%。

3.2 行政流程与文档自动化

生成"行政流程助手"技能，配置入职/用印/会议室申请识别模板。自动识别各类申请单（图片/PDF/Excel），更新台账并触发审批流程。行政流程从30分钟压缩至5分钟，实现全流程线上化记录，信息零差错。

3.3 跨部门数据协同与报告自动生成

"数据协同助手"技能配置多源数据解析插件，支持模糊匹配与字段映射，自动生成跨部门协同报告。指令"生成本月运营分析报告"，自动输出销售、财务、人力关键指标对比，每月跨部门报告整理时间缩短80%，附带可追溯数据来源，支撑管理层决策。

模块四：Excel函数与VBA编程（AI辅助提效）

4.1提示词原则总结： 夸夸AI（设定角色） + 告诉AI背景信息 + 明确提出要求。通过自然语言描述业务需求，让AI自动生成对应的Excel公式或VBA代码，零门槛实现复杂自动化。

*核心价值：让不懂编程的用户也能高效完成Excel自动化，聚焦业务逻辑而非技术细节。

模块五、办公场景安全与合规配置

5.1限制访问范围：配置文件白名单（仅指定部门/群组），关闭私聊功能，避免数据外泄。

5.2敏感操作人工确认：设置规则，涉及"导出工资条""修改合同金额"等指令时拒绝执行，引导人工确认，可联动企业微信审批流程。

5.3日志与审计：Web控制台查看所有请求记录，异常排查，日志自动归档保留≥6个月，满足内审合规要求。

*安全实战提醒：所有涉及核心业务数据的操作均需二次授权，小龙虾支持操作留痕，确保"不做别上岗"原则。

5.4案例实战-财务自动化革新：

• OpenClaw发票整理

自动识别PDF/图片格式发票，提取关键数据（日期、金额、车型、起止点等）并整理成结构化Excel表格。支持扫描指定文件夹所有发票，批量识别一键成表，操作提示词："将C:\发票文件夹中所有PDF发票，按日期、时间、起点、终点、金额、车型帮我整理成Excel表格文件，放到桌面上命名为发票。"

• OpenClaw银行对账

自动匹配银行流水与企业日记账，识别未达账项和金额差异，生成对账报告（Word格式）。替代传统逐笔人工核对，精准标注异常，每月对账效率提升数倍，降低财务风险。

模块六：部门扩展适用与AI工具生态

6.1销售部门：合同智能比对快速校验订单与回款；

6.2运营部门：日报/周报自动聚合提升管理效率；

6.3 IT部门：故障工单自动分派，小龙虾让每个部门拥有专属数字员工。

6.4优秀AI工具推荐（PPT总结扩展）： 智谱清言（图片识别强，排版精美）、豆包（PPT创作与图片编辑）、千问（格式转换）、AIPPT（文档转PPT边聊边改）。持续探索AI工具，提升办公与创作效率。

6.5课程核心回顾（基于讲师授课框架）

• AI工具基础：DeepSeek, Cherry-ai, WorkBuddy, OpenClaw
• 自动化应用：HTML制作、报表处理、Excel函数/VBA、财务场景（发票整理/银行对账）
• 核心原则：掌握提示词技巧，实现高效人机协作，释放生产力

6.6小龙虾对办公效能的三大跃升

• 财务精准 — 银行级对账逻辑，差异自动标记，核算准确率100%
• 行政提效 — 流程全自动归档，每月节省20+人天工作量
• 协同提质 — 自动整合多源数据，缩短跨部门协作周期40%

模块七：HTML制作与OpenClaw安装拓展

根据AI办公自动化实战路径，DeepSeek制作HTML小程序： 通过精准提示词生成科技风倒计时、PDF工具、高校知识卡片等。Cherry-ai客户端配置API密钥后，可制作复杂应用（如连连看小游戏）。HTML代码兼容Word，直接导出用于内部演示或工具集成。

Event info

Date

18 August, 2026, Tuesday

Time

9:00 AM - 4:00 PM (Beijing Time)

Venue

An email will be sent with instructions to join online training via Microsoft Teams Meeting platform 2 days prior to the event.

线上培训链接将在培训前两天通过邮件方式通知报名学员。

Price

1780 RMB: Member

1980 RMB: Non Member

Language

In Chinese 中文讲解

Cancellation Policy

If you cannot attend the event for which you have registered, please cancel your registration no later than two (2) business days prior to the event. If you fail to notify us of your cancellation in a timely fashion , you will be charged for the event costs.

Fapiao (VAT Invoice)

Apply fapiao when purchasing a ticket, by inputting the Chinese entity name and tax ID (if the title is wrong, you will be unable to receive the Fapaio). E-Fapiao will be sent to your e-mail within 7 days after completed event (check spam folder). If the fapiao can not be received, please provide an alternative email.

For inquiries related to fapiao, please email amanda.du@finnchamchina.org