- Install first: download Claude Cowork, install the Small Business plugin from the plugins page, toggle it on, and connect QuickBooks, PayPal, and HubSpot. Takes five minutes, no IT needed.
- Chase overdue: prompt: “Rank my overdue invoices and draft reminders for the top three.” Review and approve before anything sends.
- Close the month: prompt: “Reconcile my books against PayPal settlements and flag any mismatches.” Claude writes the P&L and exports a close packet for your accountant
- Brief the campaign: prompt: “Find my slowest revenue month and suggest a promo strategy.” Claude pulls HubSpot data and drafts the approach.
- Generate creatives: prompt: “Create social and email assets for this promo in Canva.” Brand-ready content, no designer needed.
- Final approval: Claude shows the plan first. You confirm before anything posts, sends, or pays.
What makes Claude for Small Business special?
One plugin, fifteen workflows: finance, operations, sales, marketing, HR, and customer service, from a single toggle install with no coding required
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