RN COLLINS· Independent educational resource

AI for Small Business · Practical guide

Claude for Small Business. Your first workflow.

A plain-English quick-start you can actually use the next morning.

Hands-on guide Official sources Human review built in
A free independent educational resource. Details and pricing change, so confirm current specifics at claude.com. Always review what Claude prepares before it sends, posts, or pays.1

What it actually is

Claude for Small Business is a package of connectors and ready-to-run workflows that put Claude inside the tools you already use every day.1 Anthropic launched it on May 13, 2026.1

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Workflows
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Skills
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Named connectors

Think planning payroll, closing the month, chasing invoices, running a campaign, and getting a morning pulse on the business.1 Where it runs: you toggle it on inside Claude Cowork, in the desktop app. You connect your tools, pick the job, and Claude does the work. You approve before anything sends, posts, or pays.1,2

The tools it connects to

Tap any tool to see what it does.

QuickBooks +
Payroll, month-end close, cash flow, reconciliation.2
PayPal +
Settlements, invoicing, disputes.2
HubSpot +
Lead triage, customer pulse, campaigns. The first CRM connector for Claude.1
Canva +
Generate and publish content.2
DocuSign +
Send and track contracts for signature.2
Google · Microsoft 365 +
Email, docs, calendar, drive.2
Slack +
Post a brief or update to your team.2

These are the connectors Anthropic names today; more are rolling out.1,2

Three starter workflows

Tap to copy, paste into Claude, and adjust in plain language.1

1 · Cash + invoices — Monday reset

Pull my cash position from QuickBooks and reconcile it against my PayPal settlements. Rank any overdue invoices oldest to newest, and draft a friendly reminder email for each, but don't send anything until I approve it.

2 · Close the month

Reconcile QuickBooks against PayPal for last month, flag any mismatches, and write a plain-English profit-and-loss summary I can forward to my accountant.

3 · Morning brief

Each morning, pull my cash from QuickBooks, settlements from PayPal, and pipeline from HubSpot, and post the three things that need my attention today to Slack.

What to connect first

Tap each step as you go.

Safety & cost, briefly

Your existing permissions carry over. If someone can't see something in QuickBooks or Drive today, they can't see it through Claude.1 On Team and Enterprise plans, Anthropic does not train on your business data by default.1 It runs on a paid Claude plan (Pro for individuals, Team for a business); check current pricing at claude.com/pricing.2 Anthropic also offers a free “AI Fluency for Small Business” course, produced with PayPal.1,3

Open Claude for Small Business

Keep it on your phone, like an app

iPhone / iPad · SafariTap the Share icon, then Add to Home Screen.
Android · ChromeTap the ⋮ menu, then Add to Home screen (or Install app).

Liked this take-home?

This was researched, written, and designed by RN Collins, a creator-analyst who turns technical work into things people actually keep and use: explainers, briefs, interactive resources, and small tools, tailored to your brand and your audience.

If you'd like one built around your work, I'd love to talk.

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Researched, written, and designed by RN Collins · July 2026

Resources

Every fact on this page is sourced. Tap any title to open the original in a new tab. Details verified July 2026.

  1. Anthropic — Introducing Claude for Small Business Official · AnthropicThe official launch announcement (May 13, 2026). This is the primary source for the product: the workflows and skills, the human-in-the-loop “you approve before anything sends” design, the data-use policy, and the free training. Most claims on this page trace back here.
  2. Claude — Claude for Small Business (product page) Official · AnthropicAnthropic's live product page. Used to confirm the specifics: that it runs inside Claude Cowork on the desktop app, the full connector list (including Slack), and the plan names, Pro for individuals and Team for a business.
  3. Anthropic — AI Fluency for Small Business (free course) Official · AnthropicThe free companion course, produced with PayPal and taught by real small-business owners. Linked so attendees have a next step to keep learning after the workshop.