The Operator's Toolkit

A complete guide to Claude for people who run businesses.

What do you want to do?

Set up workplace memory Stop re-explaining yourself every session. 20 minutes of setup.

Automate weekly reporting Build a plugin that generates your ops report automatically.

Review a contract Clause-by-clause analysis with the Legal plugin.

Connect your tools Link Claude to Slack, Asana, Notion, your CRM, and more.

CEO / Founder Strategic briefings, cross-functional visibility, board prep.

Finance Reconciliations, variance analysis, month-end close.

Sales Prospect research, call prep, pipeline review.

Operations Process automation, reporting, team coordination.

Marketing Content production, campaign planning, competitive analysis.

Legal Contract review, NDA triage, compliance checks.

Product Feature specs, RICE scoring, stakeholder updates.

Data / Analytics Ad hoc analysis, dashboards, database queries.

HR / People Ops Recruitment, policies, performance reviews, employee comms.

Customer Success QBR prep, churn analysis, renewal proposals, onboarding.

EA / Chief of Staff Executive briefings, comms drafting, cross-functional coordination.

What is Claude?

Claude is a platform with distinct components — chat, plugins, connectors, browser automation, and more. Start here →

First 30 minutes

Go from zero to productive in one sitting. Get started →

Choose a plan

Free, Pro, Max, Team, Enterprise — which one fits? Compare plans →

Which model?

Opus, Sonnet, Haiku — different strengths, different costs. See the breakdown →

Evaluating Claude for your organisation? See Admin Setup, Security & Compliance, and Cost Management. Switching from another tool? Read From ChatGPT or From SaaS Tools.

Claude for Operators is an independent publication. Not affiliated with Anthropic.

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