15 things every business owner should do with Claude
Setup steps plus a real business scenario for each feature.
From the reel: CLAUDE · Updated Oct 2026
Most people use Claude for captions and quick questions. Pick any one of these 15, follow the setup, and try the scenario on your own business this week.
1. Memory import: move everything over from ChatGPT in 2 minutes
Setup: Settings → Capabilities → Start Import. Claude gives you a prompt. Paste it into ChatGPT, copy the reply, paste it back into Claude and click Add to Memory.
Scenario: you've spent months teaching ChatGPT your tone, offers and customer. This moves it all over, so Claude knows how you work from the first chat.
2. Model selector: the right power level for the job
Setup: click the model name at the bottom right of the chat. Haiku is fastest and cheapest for simple bulk tasks. Sonnet is the everyday workhorse. Opus is for deep analysis and complex strategy.
Scenario: summarize 50 support emails with Haiku, analyze 3 months of sales data with Opus, write a follow-up email with Sonnet.
3. Gmail connector: let Claude handle your inbox
Setup: Customize → Connectors → Gmail → Log In with Google.
Scenario: back from a conference with 200+ unread emails, ask: What's urgent in my inbox? What needs a reply today? Summarize everything else.
4. Calendar connector: a free business coach
Setup: Customize → Connectors → Google Calendar → Log In.
Scenario: share your quarterly goals, then ask: Look at my calendar for the last 4 weeks and my emails. Am I spending my time on things that will actually hit those goals?
5. Artifacts: build working tools in the chat
Setup: nothing to install. Describe what you want.
Scenario: Build me a sales tracker spreadsheet with columns for rep name, deal stage, product sold, revenue, and close date. Make the columns editable.
6. Interactive visuals: clickable diagrams
Setup: type "Visualize…" followed by what you want to see.
Scenario: Visualize our 6-step onboarding process as a clickable flowchart. Useful for new-hire onboarding, customer journeys or roadmaps.
7. Projects: stop re-explaining your business
Setup: Projects → New Project. Add docs, SOPs, brand guides and past content to the project knowledge.
Scenario: load your brand guide, audience research and 20 past pieces into a Content project. Every chat there starts fully briefed.
8. Voice mode: capture ideas on the move
Setup: click the waveform icon (desktop) or microphone (mobile) and talk.
Scenario: talk through your pitch while driving and arrive with a full transcript and a head start.
9. Chrome extension: Claude on any webpage
Setup: install "Claude for Chrome" from the Chrome Web Store.
Scenario: on your analytics dashboard, ask: I'm looking at last month's traffic. What patterns should I pay attention to? What should I change?
10. Cowork: Claude does multi-step work for you
Setup: install the Claude desktop app, open Cowork, and allow computer use in settings. Describe the task and its steps.
Scenario: Pull last week's sales numbers from HubSpot. Add them to the Weekly Numbers sheet in Drive. Build a bar chart broken down by sales rep. Post it to the #sales channel in Slack before 9am Monday.
More examples: 15 things to automate with Claude Cowork.
11. Scheduled tasks: set once, runs every day
Setup: in Cowork, type /schedule, describe the task and set a time.
Scenario: Every morning at 7:30am — read my inbox, pull out anything that needs my attention today, check for any news about my industry, and send me a summary.
12. Dispatch: send tasks to your computer from your phone
Setup: in Cowork, click Dispatch and scan the QR code with your phone.
Scenario: at dinner, send: Grab the pitch deck from my Google Drive and email it to david@company.com with the subject line: Deck for our conversation tomorrow.
13. Claude Code: build software in plain English
Setup: use it inside the Claude desktop app, or in your terminal following Anthropic's setup guide.
Scenario: describe a live dashboard with revenue, pipeline, open tasks and overdue items, and let Claude Code build it.
14. Channels: run Claude Code from Telegram, iMessage or Discord
Setup: create a bot in your messaging app, connect it to Claude Code on your computer, and set up your keys once (Anthropic's docs walk through it).
Scenario: while traveling, message your bot: There's a bug on the checkout page — the discount code field isn't applying correctly. Fix it.
15. Claude Design: anyone can design
Setup: go to claude.ai/design and describe what you want. Upload brand guidelines if you have them.
Scenario: Build a one-pager for a B2B service that helps operations teams automate reporting. Our brand colors are navy and orange. Clean, professional look. Include a headline, 3 core benefits, a how-it-works section, and a call to action.