Small Business
Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.
Claude for Small Business gives owners 43 ready-to-run workflows for running and growing the business, inside the tools you already use. Describe the job in plain English or run a command, and Claude does the work. Every workflow starts in approval mode: Claude drafts and stages the work, and nothing sends, posts, or pays until you say so. Once you trust a workflow, you can let it run on its own schedule. Full spec here: https://academy.claude.com/tutorials/how-to-install-the-claude-for-small-business-plugin
Run the business
- /monday-brief: cash, sales, pipeline, your calendar, and the one thing that most needs you, on one page
- /close-month: reconciles your books against your payment processors and writes the close packet for your accountant
- /plan-payroll: checks you'll have the cash, chases overdue invoices, and gets the run ready for you to submit
- /pay-the-bills, /restock, and /tax-prep handle bills, reorders, and quarterly taxes or 1099s
Grow the business
- /speed-to-lead: answers new inquiries on nights and weekends with real meeting times and logs them to your CRM
- /grow-pipeline and /call-list: find prospects that look like your best customers, write outreach in your voice, and tell you who to call today
- /marketing-monday: what's working, what customers are saying, and what competitors changed
- Ask Claude to "turn this into a proposal," "plan next week's content," or "win back customers who stopped buying"
Make it yours
Run /smb-onboard (or say "set me up") and Claude learns your business and helps you connect your tools. If a tool you rely on doesn't have a connector, `build-connector` links it through Zapier. `build-agent` turns a task you do by hand every week into a workflow you can run by name or on a schedule.
Connectors
Works with 37 partner connectors, including Intuit QuickBooks, PayPal, HubSpot, Shopify, Salesforce, Gusto, Square, Stripe, Xero, Canva, Docusign, Google Workspace, Microsoft 365, Slack, and Zapier. No connectors? Upload a spreadsheet or statement and most workflows still run.