Workflows
Last verified: 7 April 2026 | Applies to: All plans (some workflows require Pro or above)
In 30 seconds
Section titled “In 30 seconds”Workflows are the heart of the Operator’s Toolkit. Each one walks you through a real business task — from setup to finished output — with the exact prompts, plugins, and connections you need. Start with the one closest to what you do today.
Start here
Section titled “Start here” Workplace Memory Stop re-explaining yourself every session. Set up persistent context in 20 minutes.
Prompting for Operators Six reusable patterns that work for any business task. The highest-leverage page on this site.
Connecting Your Tools Link Claude to Slack, Asana, Notion, Google Drive, and 50+ other tools via MCP.
Daily Operating System Build a personal productivity rhythm: morning triage, task capture, end-of-day summary.
Team Rollout A 4-week plan for deploying Claude across your team — from pilot to full adoption.
Write & communicate
Section titled “Write & communicate” Email & Communications Draft client emails, internal updates, and stakeholder comms in minutes.
Email Inbox Triage Daily inbox management — prioritise, categorise, and draft responses automatically.
Meeting Prep & Follow-up Agendas, briefings, and post-meeting summaries with action items.
Document Creation Generate reports, proposals, briefs, and presentations from Chat or Cowork.
Weekly Reporting Build a custom plugin that generates your weekly ops report automatically.
Content Repurposing One long-form asset into a full content calendar — LinkedIn, newsletter, threads, video scripts.
Analyse & report
Section titled “Analyse & report” Data Analysis From quick Chat queries to full statistical analysis with the Data plugin.
Competitive Analysis Competitor briefs, SWOT analysis, feature comparisons, and market positioning.
Month-End Close Reconciliations, variance analysis, journal entries, and close packages with the Finance plugin.
Budget & Forecasting Annual budgets, scenario modelling, cash flow forecasting with the Finance plugin.
Financial Modelling Build Excel models with working formulas and run scenario analysis.
Investor & Board Reporting Turn raw metrics into board decks, investor updates, and KPI dashboards.
Research & Due Diligence M&A due diligence, market sizing, technology landscapes, and deep research briefs.
Sales & legal
Section titled “Sales & legal” Sales Call Prep Research prospects, build structured briefs, and prep for cold meetings, follow-ups, and renewals.
CRM Intelligence Connect to HubSpot or Salesforce — score leads, spot at-risk deals, draft follow-ups.
Proposals & Pitches Client proposals, pitch deck outlines, and RFP responses.
Contract Review Clause-by-clause analysis, NDA triage, and DPA compliance with the Legal plugin.
Compliance Automation Review policies against GDPR, SOC 2, HIPAA — flag gaps and generate audit evidence.
People & customers
Section titled “People & customers” Hiring & Recruitment Job descriptions, screening criteria, interview questions, and offer letters.
Customer Onboarding Welcome sequences, setup guides, and 30/60/90 day check-in templates.
Support Automation Auto-categorise tickets, draft responses, and generate weekly trend reports.
SOPs & Process Docs Turn tribal knowledge into structured procedures and checklists.
Training Materials Internal training docs, how-to guides, quizzes, and role-specific training paths.
Vendor Evaluation Comparison scorecards, RFP creation, and vendor risk assessments.
Company Knowledge Base Build queryable institutional memory using Projects, Skills, and persistent context.
Build & automate
Section titled “Build & automate” Building Internal Tools Create calculators, trackers, forms, and dashboards with Artifacts — no code required.
Building a Plugin Create custom plugins with Plugin Create — describe what you want, Claude builds it.
Browser Automation Record workflows, schedule tasks, and automate multi-tab operations in Chrome.
Batch Processing Apply a pattern across hundreds of items — invoices, files, reports, emails.
Workflow Orchestration Chain multiple tools in a single command via Skills and MCP connectors.
File Organisation Semantic sorting, bulk renaming, and deduplication with Cowork.
SaaS Replacement Audit Systematically audit your tool stack and identify what Claude can replace.
Throughout this guide, we use fictional operator scenarios to illustrate real workflows. The people aren’t real but the workflows are tested.
Not sure where to start?
Section titled “Not sure where to start?”- New to Claude? Start with Workplace Memory — it takes 20 minutes and makes everything else better.
- Looking for your role? See the role guides for setup recommendations specific to your function.
- Want to connect your tools first? Connecting Your Tools gets Claude talking to Slack, Asana, and more.
- Just want better prompts? Prompting for Operators is the single highest-leverage page on this site.
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