Getting Started with Claude for Your Small Business.

A hands-on workshop for small-business owners and operators: set up Claude, connect it to the tools you already run your business on, and leave with at least one real workflow running — no integration project required to get started.

WHO THIS WEBINAR IS FOR

• You’re a small-business owner or operator, in any industry, running the business day to day
• You’ve already tried AI chat tools for drafting or brainstorming, but nothing has stuck as a daily habit
• You want Claude doing real work inside the tools that already run your business, finance, email, Slack, and your calendar, not just generic chat answers

WHAT YOU’LL LEARN

• The Three Roles of AI: the simple lens for knowing when Claude should draft for you (Assistant), flag what needs attention (Advisor), or take an approved action for you (Agent)
• The Cowork plugin, connectors, and Skills: what “connecting” Claude to your business tools actually means, and why shared Skills mean you never rebuild the same workflow twice
• From chat to workflow: the shift from asking Claude a question to having it run something end to end, with you approving anything that leaves the chat window
• Live demo — The Monday Morning Brief: watch Claude pull context from finance, email, Slack, and your calendar to surface the three things that actually need your attention today
• Staying in control: how permissions and approval settings keep every decision and every external action with you, the owner, by design

YOU’LL LEAVE WITH a fill-in-the-blank Small Business Claude Context Template you can paste directly into your own Claude Project or Cowork setup to run your own version of the Monday Morning Brief.

BEFORE YOU JOIN bring a free or paid Claude.ai account. If you want to follow along live, have your email, calendar, Slack, and finance tool logins ready, we’ll connect a workflow together, live.

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Why Claude for Small Business: Turning Chat Into a Daily Habit

Most small-business owners have already opened a Claude, Gemini or ChatGPT tab. Almost none have connected that AI to the finance app, inbox, Slack workspace, and calendar that actually run their business day to day.

A chat window that doesn’t know what invoice just bounced, which client email is overdue for a reply, or what’s on your calendar tomorrow can only ever give you generic output. Claude changes that once it’s connected to the right context, and it does it without handing over control of your decisions or your business’s external actions.

This workshop is built around The Claude Journey: set the strategy, protect trust, provide context, then start small and create value. Rather than “AI for everything,” the session starts with process before technology, how your business actually works today, and shows how Claude’s Cowork plugin, connectors, and included Skills turn that process into something Claude can genuinely help run, one deliberately narrow workflow at a time.

The live demo is a Monday Morning Brief: Claude pulls context from finance, email, Slack, and your calendar to identify the three items that need your attention that day. You’ll see the full arc of The Three Roles of AI in action, Claude as Assistant (drafting and summarizing), Claude as Advisor (flagging what matters and why), and Claude as Agent (taking an approved action), with every recommendation stopping at you before anything happens outside the chat. Attendees leave with a fill-in-the-blank Small Business Claude Context Template, ready to paste into their own Claude Project.

Frequently Asked Questions

• What is Claude for Small Business? Claude for Small Business refers to using Anthropic’s Claude, through the Cowork plugin, connectors, and built-in Skills, to run real workflows inside the tools a small business already uses, such as finance software, email, Slack, and calendars, rather than using Claude only as a generic chat assistant.
• How is this different from just using ChatGPT or Claude in a browser tab? A chat tab only knows what you type into it. Connecting Claude to your finance tool, inbox, Slack, and calendar through approved connectors lets it see what’s actually happening in the business, so it can flag what needs attention instead of only answering questions you already know to ask.
• Do I need a developer or IT team to connect Claude to my business? No. The workshop’s Monday Morning Brief demo is built specifically to show a no-integration-required starting point using Claude’s Cowork plugin and connectors, with shared Skills doing the heavy lifting instead of custom development.
• Is it safe to connect Claude to my email, calendar, and financial data? Yes, when it’s set up with the owner in control. The workshop covers permissions and approval settings as a core feature: Claude can flag and recommend, but decisions and any action outside the chat require the owner’s approval before anything happens.
• What are the “Three Roles of AI” mentioned in the webinar? Assistant, Advisor, and Agent describe three levels of how AI can help: Assistant helps do the work (drafting, summarizing), Advisor helps decide what to do (flagging risks and priorities), and Agent takes action on someone’s behalf, always with approval built in for a small business owner.
• What will I actually leave the webinar with? A fill-in-the-blank Small Business Claude Context Template you can paste directly into your own Claude Project or Cowork setup to start running your own Monday Morning Brief-style workflow.