Prompt library
Setup prompts plus workflow prompts for small-business back-office jobs that Claude can draft, summarize, or queue for review.
Worked templates
Workflow intake, connector-permission review, approval checklist, daily/weekly prompt sequence, and accountant handoff note.
Guardrails
No credential collection, no secret handling, no professional-advice claims, and no implied bypass of app or regional restrictions.
Built for owner control
Every workflow keeps a human approval point before anything is sent, posted, paid, filed, exported, saved to a system of record, or used to change account settings.
Conservative by design
The kit uses public Anthropic source notes dated May 20, 2026 and avoids promises about availability, savings, revenue, payroll, tax, legal, or compliance outcomes.
Workflow groups
Finance and month-end
Cash brief, payroll planning prep, expense anomaly scan, close packet, missing receipts, and bookkeeper handoff.
Sales and campaigns
Lead triage, stale-opportunity revive, campaign opportunity finder, Canva brief, email campaign draft, and debrief.
Service and admin
Customer issue summary, refund request triage, service recovery, FAQ gaps, contract intake, signature tracking, and weekly pulse.
Prepare Claude workflows your team can actually review.
Use the kit to turn broad connected-app ideas into controlled prompts, review queues, and advisor handoffs.