Claude for COO / Operations

Last verified: 13 February 2026 | Applies to: All plans (plugins require Pro or above)

In 30 seconds

Operations leaders spend their days in the space between systems — reconciling data, producing reports, coordinating teams, and managing processes that span multiple tools. Claude excels at exactly this kind of cross-functional work. This guide covers the setup, plugins, and workflows that matter most for COOs and ops leaders.

Recommended setup

Component	What to set up	Why
Plan	Pro (solo) or Team (with your ops team)	Full platform access
Productivity plugin	Seed with team structure, projects, acronyms	Claude remembers your context
Connectors	Slack, Asana/Notion, Google Sheets	Cross-tool data pulling
Claude in Chrome	For dashboard monitoring and web-based workflows	Automate browser tasks
Skills	Document creation (Excel, Word)	For reports and data processing

Essential plugins

1. Productivity — persistent memory and task management. Your operational baseline.
2. Data — for pulling insights from spreadsheets, CSVs, and databases without writing SQL.
3. Finance — for the financial reporting and reconciliation work that often falls to ops.

Typical workflows

Weekly reporting:

Create my weekly ops report. Pull metrics from the Google Sheet, check Slack #wins for highlights, and use the format from our report plugin.

See Weekly Reporting for the full workflow.

Process documentation:

Document our client onboarding process based on the steps I describe. Include decision points, handoffs, and average time for each step. Format as a process map.

Data reconciliation:

Here are two exports — one from our CRM, one from billing [upload both]. Reconcile them: find any customers in billing that aren't in the CRM, and vice versa. Flag discrepancies.

Vendor management:

Review these 5 vendor contracts [upload]. Create a summary table: vendor name, contract end date, annual cost, auto-renewal terms, and notice period. Flag anything expiring in the next 90 days.

Team coordination:

Draft a Monday kick-off message for the team. Include this week's priorities, any deadlines, and who's covering for Sarah while she's on leave.

Time saved

Task	Before Claude	With Claude
Weekly ops report	45-60 minutes	15 minutes
Process documentation	2-3 hours	45 minutes
Data reconciliation	1-2 hours	20 minutes
Vendor contract review	30 min each	10 min each

What to watch out for

• Process documentation gets outdated if not maintained — schedule regular reviews.
• Automated reports still need human spot-checks for accuracy.
• Claude may not know your internal approval chains — seed this context in the Productivity plugin.
• Connector-dependent workflows break if OAuth tokens expire — check connection health regularly.

Related

• Workplace Memory — the first workflow to set up
• Weekly Reporting — automate your report
• Data Analysis — extract insights from your data
• Connecting Your Tools — link your stack
• CEO / Founder guide — related content for cross-functional visibility
• Data / Analytics guide — related content for operational data analysis
• Choosing a Plan — which plan fits your needs
• Security & Privacy — how Claude handles your data

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