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Claude for Operators

Claude for EA / Chief of Staff

Last verified: 14 April 2026 | Applies to: All plans (plugins require Pro or above)

In 30 seconds

Section titled “In 30 seconds”

Your value is throughput: how much you can process, triage, and prepare for someone whose time is more expensive. Meeting briefings, email drafts, event logistics, weekly summaries, stakeholder prep. Claude handles the research-and-draft layer for all of it, so your bandwidth goes toward the judgement calls, relationship management, and keeping the machine on track.

Section titled “Recommended setup”
ComponentWhat to set upWhy
PlanPro (solo) or Team (if supporting multiple executives)For Cowork access and cross-functional coordination
Productivity pluginSeed with executive’s preferences, recurring meetings, key stakeholders, and communication styleClaude adapts to your exec’s voice and context
Marketing pluginFor polished communications, announcements, and messagingDraft comms that sound right
Sales pluginStakeholder briefings, meeting prep for external conversationsResearch people and companies fast
ConnectorsGoogle Calendar or Outlook, Slack, Gmail, Notion or project management toolPull real scheduling and communication data
Claude in ChromeFor quick research, venue lookups, and travel logisticsBrowser-based tasks without switching tools

Essential plugins

Section titled “Essential plugins”
  1. Productivity: persistent memory of your executive’s preferences, priorities, stakeholders, and recurring rhythms. Start here.
  2. Marketing: for drafting communications, all-hands messages, and announcements that need the right tone.
  3. Sales: for stakeholder briefings and meeting prep. The research and call-prep features work just as well for any external meeting.

Your workflow map

Section titled “Your workflow map”
graph TD
    Cal[Calendar and email] --> Triage{What type?}
    Triage -->|Meeting| Brief[Meeting briefing]
    Triage -->|Comms| Draft[Draft communication]
    Triage -->|Event| Logistics[Event logistics]
    Triage -->|Info request| Research[Research and summarise]
    Brief --> Review[Executive review]
    Draft --> Review
    Logistics --> Review
    Research --> Review
    Review --> Send[Send or action]
    Send --> Summary[Weekly exec summary]

    style Triage fill:none,stroke-width:2px

Typical workflows

Section titled “Typical workflows”

Meeting prep and follow-up: See Meeting Prep & Follow-up for the full workflow.

Here's [executive]'s calendar for next week. For each external meeting, prepare a one-paragraph briefing: who they're meeting, their role and company, what it's likely about, and any prep needed. Flag anything that looks like it needs pre-reading.

Email and communications: See Email & Communications for the full workflow.

Draft a message from [executive] to the all-hands: we're restructuring the product team. Tone: direct but supportive. Key points: two teams merging into one, new lead is Sarah Chen, no redundancies, timeline is 4 weeks. Keep it under 300 words.

Weekly executive summary:

Summarise these 12 Slack threads from this week [paste]. Pull out: decisions that were made, action items with owners, and anything unresolved that needs [executive]'s attention. Format as a scannable briefing, not a wall of text.

Event coordination:

I need to coordinate a board dinner for 8 people in Melbourne on 15 March. Requirements: private dining room, two guests are vegetarian, one is gluten-free, central CBD location, budget $200 per head. Research 3 options with pricing, availability notes, and links.

Board meeting logistics:

Our next board meeting is 28 March. Create a preparation checklist covering: venue booking, catering, AV setup, board pack distribution (7 days prior), travel arrangements for interstate directors, and post-meeting minutes distribution. Include timeline and who's responsible for each item.

Time saved

Section titled “Time saved”

Estimated time savings based on operator feedback. Your results will vary by task complexity and familiarity with Claude.

TaskBefore ClaudeWith Claude
Meeting briefings20 minutes each3 minutes each
Weekly executive summary1 hour15 minutes
Email drafting15 minutes each3 minutes each
Event coordination research2 hours20 minutes
Section titled “Recommended workflows”
Weekly Reporting Build a custom plugin that generates your standardised weekly ops report automatically.
Email Communications Draft client emails, internal updates, stakeholder communications, and difficult conversations in minutes instead of agonising over every word.
Meeting Prep Build agendas, pre-meeting briefings, and post-meeting summaries with action items. Cut 30 minutes of prep down to 5.
Browser Automation Use Claude in Chrome to automate repetitive browser tasks: form filling, data extraction, and workflow recording.
Document Creation Generate spreadsheets, slide decks, PDFs, and Word documents at scale.
Creating Interactive Reports and Dashboards Build interactive charts, pipeline dashboards, and presentation-ready visuals using Claude's inline visualisations and Excel/PowerPoint shared context.
Dispatch: Running Your Business From Your Phone Use Dispatch to send tasks from your phone to Claude on your desktop. Meeting prep from a taxi, revenue summaries between meetings, follow-up emails on the go.
Setting Up Persistent Workspaces Use Cowork Projects to create dedicated workspaces with custom instructions, linked folders, recurring tasks, and per-project memory. Turn Claude from a one-off chat into a work environment.
File & Folder Organisation Use Claude's Cowork to semantically sort, bulk rename, deduplicate, and restructure messy file systems in minutes.
Email Inbox Triage Build a daily inbox management system with Claude: prioritise, categorise, draft responses, and surface what actually needs your attention.
Section titled “Related”

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