Claude for Small Business launches new workflows, integrations, and training programs

We’re releasing new Claude for Small Business workflows and integrations to help owners run and grow their business, and kicking off the next leg of our Claude SMB Tour.

Claude for Small Business now includes 43 workflows and 27 new integrations with tools small businesses already use, including Shopify, Salesforce, TikTok, Atlassian, Zoom, Xero, Gusto, Square, Stripe, and Zapier. The new workflows extend Claude from running the back office to growing the business, and they arrive with a fall schedule of free in-person workshops and partner webinars for owners who want help getting started.

We launched Claude for Small Business in May as a set of connectors and ready-to-run workflows that put Claude inside the tools owners depend on. It has since been installed more than 900,000 times. Thank you to our original, and continued, partners Intuit Quickbooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365.On our spring Claude SMB Tour, more than 1,000 owners in 10 cities told us what they wanted Claude to take on next. About a third asked for help growing the business: generating leads, answering inbound inquiries, and writing proposals. Many also wanted day-to-day reporting handled for them. We built this new release around those requests.

The tour returns this fall with free workshops in 10 US cities. More than 150 organizations we've trained as Approved Claude SMB Trainers will run over 750 workshops in their own communities, and 14 integration partners are hosting free webinars about their connectors.

Here's what small business leaders shared with us during the first leg of our Claude SMB tour:

“What used to take me 120 hours now takes me five minutes. I have so much time on my hands that I can now spend more time with my family, do things I like, and pursue parts of my business that I’ve always neglected.” — Pedro Rubio, Founder and CEO, Blackfyre GovCon, Washington, D.C.

"I really see Claude as an equalizer for small businesses, where we can do stuff as big as a 100 person, 200 person firm now. At 40 people and scaling, that's how we get time back for our clients and culture." — Cara Roellgen, Director of Strategy and Innovation, KBSO Consulting, Carmel, Indiana

"At 6:00 am every morning, it goes and looks through our CRM, gets all of the to-do list items, prioritizes them, and sends out an email saying, here's what needs to be done today, here's the biggest priorities. We call it the daily briefing." — Garrett French, Owner, Driller Design Co., Tulsa, Oklahoma

"I made $20,000 in the last month and a half using Claude to do these professional proposals. I know that's getting the business, and it put money in my bank account. How about that?" — Dan Ninerell, Founder, Modern Classical Chefs, South Jersey, New Jersey

"We tell it [Claude] what the end goal is. It goes and tests, and 90% of the time it gets it right. We're a five-person company. I think we've done quite a bit with it." — Bill Hood, Co-Founder, TruckingMBA, Chattanooga, Tennessee

"The thing that makes it most beneficial to us are the integrations. We use Slack, and that's how we talk to it. It integrates with Intuit QuickBooks. It's pulling everything from everywhere instead of us having to find different pieces of information all over. It's all in one place." — Kati Jo Hodges, Director of Operations, Premier Geotech and Testing, Baton Rouge, Louisiana

A week with Claude for Small Business

Here’s a week-in-the-life of a small business owner using Claude to run and grow their business, inspired by how small business owners are using Claude today.

Sunday, 8:00pm

Install and onboard

Claude for Small Business runs in Claude Cowork, the desktop app where Claude works directly with your files and connected tools. You install the plugin, ask Claude to “help me get set up” or run /smb-onboard, connect the tools you already use, and pick a task. The plugin can also set each workflow to run on a schedule you choose.

You stay in chargeBy default, Claude does the work and waits for your approval before anything sends, posts, or pays.

Run it

Ask“help me get set up”

or type/smb-onboard

Monday, 7:00am

The weekly brief

Cash position, last week's sales against the week before, what moved in the pipeline, which invoices are overdue, and the three things that need you this week, are on one page before you've opened a spreadsheet.

Run it

Ask“give me my Monday brief”

or type/monday-brief

Set it to “weekly” during setup and it runs at the same time every Monday, with the option to push to a standing dashboard via an artifact or website.

Works with37 connectors

All 37 partner connectors are eligible.

AirwallexApolloAtlassianCanvaClayDocusignEmergentExpensifyGmailGoogle CalendarGoogle DriveGustoHubSpotIntuit MailchimpIntuit QuickBooksMicrosoft 365monday.comMYOBNetSuiteNotionPayPalRampRingCentralSalesforceShopifySlackSquareStripeTikTok AdsTrelloWixXeroZapierZoho BooksZoho CRMZoho DeskZoom

No connectors? Upload a spreadsheet and Claude builds the brief and your reports from whatever you share.

Owner story

Mothership Coffee Roasters

Juanny Romero, founder and CEO · Las Vegas

22%in-store margins, credited in part to tighter scheduling, ordering, and inventory reporting

6cafés run from one consolidated view

Juanny Romero, founder and CEO of Mothership Coffee Roasters, runs six cafés plus wholesale and catering in Las Vegas. Her numbers lived in the POS, Intuit QuickBooks, Slack, and email with no single weekly view. She connected them to Claude, made Claude her leadership team's workspace for forecasting and weekly planning, and now runs all six locations from one consolidated view. In-store margins rose to 22%, which she credits in part to tighter scheduling, ordering, and inventory reporting.

Monday, 9:40pm

Responding to inbound leads

A catering inquiry arrives after close through your website, email, or chat. Claude qualifies it, drafts a reply with two real openings from your calendar, and logs it to your CRM. If you've let this workflow run on its own, you see it Tuesday morning already booked; otherwise the reply is waiting for your OK.

Run it

Ask“answer new leads as they come in”

or type/speed-to-lead

A standing workflow, on the schedule you set.

Works with15 connectors

ApolloClayEmergentGmailGoogle CalendarHubSpotIntuit MailchimpMicrosoft 365monday.comNotionRingCentralSalesforceTrelloZoho CRMZoom

No connectors? Forward the inquiry to Claude, get the reply drafted to send yourself, and Claude keeps your leads in a spreadsheet CRM.

Owner story

Bambi Baby

Josh Weiss, COO

$60,000in sales tied to the tool in its first four days

18%of online revenue newly attributed to in-person visits, two weeks into the pilot

At Bambi Baby, a family-owned baby stroller and car seat retailer, about three in four walk-in shoppers left without providing a name or an email. COO Josh Weiss, who is not a developer, used Claude to build a scan-to-wishlist lead capture and the follow-up behind it. In the tool's first four days, $60,000 in sales tied back to it. Two weeks into a two-store pilot, 18% of online revenue was newly attributed to in-person visits.

Wednesday

Writing proposals

You walk a job site and record a two-minute voice memo on the way back to your office. By the time you sit down there's a branded proposal, priced from your past jobs, waiting for your edits. Once you approve, it goes out for signature.

Run it

Ask“turn this into a proposal”

or type/proposal-builder

First: attach the memo, photos, or RFP, or pull a call transcript.

Works with17 connectors

ApolloAtlassian ConfluenceCanvaDocusignGoogle DriveMicrosoft 365MYOBNetSuiteNotionPayPalIntuit QuickBooksSquareStripeTrelloXeroZoho BooksZoom

No connectors? Upload the memo, photos, and a past proposal as your template, and Claude builds and prices from those. You send it for signature yourself.

Owner story

KANE

Michael and Joni Kazantzis, co-founders · Princeton, New Jersey

Weeks → minutesfrom scoping a deal to a statement of work out for signature

KANE, a creative and growth agency in Princeton, New Jersey, used to spend weeks per deal on scoping, pricing, proposal writing, and contracting. Co-founders Michael and Joni Kazantzis built a Claude pipeline that scores fit from the meeting notes, prices from their own past projects, drafts the proposal, and has the statement of work out for signature within minutes of a yes. “We've taken an entire process that used to take us weeks and it's done almost within a few minutes in a day, and even the clients recognize that,” Michael Kazantzis said.

Thursday

Unblocking marketing campaigns

Next week's posts are drafted in your voice with on-brand graphics, cut into every format your channels need, and staged for your approval. Last week's sales by channel are on one page with your marketing results, and this week's new reviews have replies drafted and waiting for your OK.

Run it

Ask“plan next week's content”

or type/social-content-engine

Keeps the posting calendar full.

Runs on a weekly schedule for the numbers and reviews.

type/marketing-monday

Works with16 connectors

ApolloCanvaClayGmailHubSpotIntuit Mailchimpmonday.comNotionPayPalShopifySquareStripeTikTokTrelloZoho CRMZoho Desk

No connectors? Claude drafts the calendar, captions, and design briefs, and builds your weekly page from exported sales and pasted reviews.

Owner story

Rebel Cheese

Kirsten Maitland, co-founder and CEO · Austin

Kirsten Maitland, co-founder and CEO, launched Rebel Cheese, an Austin plant-based cheesemaker that went from one restaurant to a national e-commerce business after appearing on Shark Tank. The brand voice lived in her head and couldn't scale past her own hours. After vetting Claude on data security, she trained a voice skill on her own writing and connected it to her email and social tools. A teammate now drafts on-brand campaigns without routing every line through the founder. “I live in Claude, running multiple instances simultaneously across two computers to keep up with demand,” she said.

Month end

Closing the books

Claude reconciles your books against every place money moves: sales settlements, card spend, and payroll. It flags mismatches down to the transaction, writes a plain-English P&L, and creates a close packet for your accountant. If one account never reconciles cleanly because your POS has no connector, Claude reaches it through Zapier or builds a connector, and the adjustment your bookkeeper makes by hand becomes a saved step in next month's close.

Run it

Ask“close September”

or type/close-month

For any gaps

Ask“connect my POS”

or type/build-connector

Ask“make this part of the close”

or type/build-agent

Works with14 connectors

ExpensifyGoogle DriveGustoMYOBNetSuitePayPalIntuit QuickBooksRampShopifySquareStripeXeroZapierZoho Books

No connectors? Upload your bank and processor statements and Claude closes from those.

Owner story

HireEffect

Chris Scott, COO, and Jennifer Scott, founder and CEO · Dallas

16transactions isolated behind a $13,000 discrepancy

10 secondsfor a monthly reporting task that used to take two hours

HireEffect, a Dallas firm that runs bookkeeping, payroll, and HR for small businesses nationwide, had a client whose books carried a $13,000 discrepancy buried in two and a half years and tens of thousands of PayPal transactions. COO Chris Scott used Claude to isolate the exact 16 transactions responsible. “It was literally a needle in a haystack. There's no way we'd have found it without this,” says Founder and CEO Jennifer Scott.

They also built a governed reporting dashboard across five disparate systems, including QuickBooks and a CRM, that turned a two-hour monthly task into ten seconds; their Director of Bookkeeping built her own skill that turns a client P&L into a visual summary with discussion points already flagged.

See the full list of workflows and integrations.

Built for trust

Half the owners we surveyed on the spring tour named data security as their biggest hesitation about using AI. Here's how controls work:

• By default, you decide what runs, and when. Every workflow starts in approval mode. Claude drafts the work and stages it, then waits for your OK. Once you’re comfortable with a workflow, you can let it run on its own. You make that choice one workflow at a time and can switch it back whenever you want.
• Some workflows stop short of the last step. For instance, Claude stages payroll in Gusto for you to submit.
• Your existing software permissions hold. If an employee can’t see something in Intuit QuickBooks or Google Drive today, they can’t see it through Claude.
• By default, we don’t train on your business data on Team and Enterprise plans.

Full details are in our Trust Center.

New opportunities for training and enablement

Starting this week, the Claude SMB Tour is back with our partner Tenex, running free half-day workshops in Boston, Pittsburgh, Detroit, Minneapolis, Phoenix, Memphis, Savannah, Bentonville, Tampa, and Raleigh. Learn more and register for a workshop, here.

"Lucky to be able to be sitting in that room. The most invested hours of my time that I have had in the last couple of years." — Paola Alvarado, President, CORE Boiler & Mechanical Services, Prairieville, Louisiana

We have also begun identifying SMB-focused consulting partners and system integrators in our Claude Partner Network, beginning with A.team, AnswerRocket, Bold Tech, Caylent, First Line Software, Grid Dynamics, LightCI, Loka, Praecipio, Rosetree Solutions, and The Agile Monkeys, and plan to add more.

In the coming weeks, we’ll be announcing community-run Claude workshops hosted by Approved Claude SMB Trainers, who were trained via dedicated, Tenex and Anthropic-hosted “Train the Trainer” events in San Francisco and New York City this summer.

This fall, the companies behind our integrations will also teach small business owners how to use Claude with the tools they already run on. In the Claude for Small Business partner webinar series, 14 technology partners will each host a free, live webinar on their connector from late September through November. Each session covers what the connector can do inside Claude, how your data moves between the tool and Claude, and a workflow you'll run live before the session ends.

Register here: Notion (Sept. 25), RingCentral (Oct. 1), Zoom (Oct. 8), monday.com (Oct. 12), Expensify (Oct. 13), Apollo (Oct. 15), HubSpot (Oct. 20), Gusto (Oct. 21), Zapier (Oct. 22) Xero (Oct. 27), Clay (Oct. 28), TikTok (Oct. 29), Alignable (Nov. 5), and Atlassian (Nov. 17). We'll add more in the coming weeks, here.

We believe AI adoption among small businesses could have significant public benefit through economic growth and employment. That’s why our Beneficial Deployments team works with organizations that support small business owners and entrepreneurs.

We're partnering with Goldman Sachs 10,000 Small Businesses, the widely recognized leader in practical education for small business owners, which has helped more than 19,000 entrepreneurs across the United States grow their businesses and create jobs. Together, we're creating a new learning series on applied AI for small businesses. Globally, we're a founding partner of IncuVersity, a new Program from The DO that aims to help 20,000 early-career entrepreneurs build businesses with Claude over the coming years. And we are partnering with Echoing Green, which backs early-stage social entrepreneurs around the world, as they incorporate Claude into their new AI-focused programming.

Getting started

Install Claude for Small Business from, say “set me up,” and connect a tool or two. It’s available on every paid Claude plan, and we recommend the Team plan for businesses with more than one person. A step-by-step install guide and workflows list is on Claude Academy.