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Small Business

Run and grow your small business: weekly briefs, month-end close, payroll, lead follow-up, proposals, and marketing.

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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.