Claude for CEO / Founder
Last verified: 13 February 2026 | Applies to: All plans (plugins require Pro or above)
In 30 seconds
Section titled “In 30 seconds”As a founder or CEO, your time is the scarcest resource. Claude can handle the preparation work that eats your calendar — board deck drafting, investor update writing, competitive analysis, and cross-functional briefings. The goal isn’t to replace your judgement; it’s to get you 80% of the way there so you spend your time on decisions, not assembly.
Recommended setup
Section titled “Recommended setup”| Component | What to set up | Why |
|---|---|---|
| Plan | Pro (solo) or Team (if deploying to your team) | Full platform access |
| Productivity plugin | Install first, seed context about your company | Claude remembers your business between sessions |
| Connectors | Slack, Google Drive, your project management tool | Claude can pull data for briefings |
| Skills | Enable document creation (Excel, PowerPoint, PDF) | For board decks and reports |
Essential plugins
Section titled “Essential plugins”- Productivity — persistent memory of your company, team, and priorities. Start here.
- Finance — for reviewing financials, variance analysis, and board-ready metrics.
- Data — for pulling insights from your data without waiting for your analytics team.
Typical workflows
Section titled “Typical workflows”Board meeting prep:
Our board meeting is next Thursday. Create a board deck with: financials (use the data in Q1-results.xlsx), product update (check Asana for recent releases), team update (2 new hires, 1 departure), and strategic priorities for Q2.Investor updates:
Draft our monthly investor update. Revenue was $420K (up 15% MoM). Key wins: landed 3 enterprise clients. Key risk: churn in SMB segment up 2pp. Tone: confident but honest.Competitive briefing:
Research [competitor's] latest product launch. Compare their features to ours. Give me 3 talking points for when investors or customers ask about it.Weekly briefing:
Brief me for the week. Pull open tasks from Asana, check Slack #leadership for anything urgent, and summarise the key metrics from our dashboard.Time saved
Section titled “Time saved”| Task | Before Claude | With Claude |
|---|---|---|
| Board deck prep | 4-6 hours | 1-2 hours |
| Monthly investor update | 2 hours | 30 minutes |
| Competitive analysis | 3 hours | 45 minutes |
| Weekly briefing prep | 1 hour daily | 10 minutes daily |
Related
Section titled “Related”- Your First 30 Minutes — get set up fast
- Workplace Memory — seed your company context
- Operations guide — related content for operational oversight
- Finance guide — related content for financial reporting and board prep
- Choosing a Plan — which plan fits your needs
- Security & Privacy — how Claude handles your data
Something wrong or outdated? Let us know →
Get weekly workflows — subscribe to the newsletter.