How to Use Claude for Business: My Workflows, With the Setups and Prompts
33 sections
- 01Watch the full video
- 02Who I am, and why I automate
- 03The three levels of using Claude
- 04Level 1: Connect Claude to your tools
- 05My inbox, my rules
- 06Data without exporting: Claude in Chrome
- 07All your accounts in one prompt
- 08Shop data → missing pages
- 09A week of posts in five minutes
- 10News → posts, and a list of investors
- 11Level 2: Save what you repeat as Claude skills
- 12Proposals from a URL
- 13One design, every format
- 14Level 3: Let Claude build it
- 15A memory of my own
- 16Cash flow: 8 hours → 15 minutes
- 17Page builders: 30–60 minutes → 5
- 18My own video editor, built with Claude Code
- 19Editing from my phone
- 20Go-to-market with Claude: one conference, start to finish
- 21300 emails → 30 meetings
- 22Prep every meeting with a one-pager
- 23Inbound leads answered in 10 minutes
- 24Same-evening follow-ups
- 25The people I forgot
- 26Running the company
- 27Contracts
- 28Startup benefits
- 29The receipts
- 30Use your Claude subscription, not the API
- 31How to start this week
- 32FAQ
- 33Watch it, then start
Connect Claude to the tools you already pay for. Save every task you repeat as a skill. Let Claude build the small tools you would never pay a developer for. And keep your own hand on the Approve button.
That’s the whole system. I use it to run two businesses: difrnt., a 14-person marketing agency in Romania that is close to €1 million in yearly revenue, and Geoflux, the AI-visibility startup I co-founded. The receipts:
- Cash flow every month: 8 hours → 15 minutes
- An SEO proposal: 8 hours → 1 hour
- Research for a pitch deck: 2 hours → 10–15 minutes
- Scheduling a week of social posts: 30–60 minutes → 5 minutes
- One conference: 300 emails → 30 meetings
The video shows what I do. This article adds what the video doesn’t: how to set up each workflow, the prompt to paste, the scripts, more ways to use it, and where it goes wrong. No gated PDF. Everything is here.
Watch the full video#
Jump to a chapter: Level 1: connect your tools (1:54) · My inbox, my rules (3:43) · Data without exporting (4:58) · Shop data → missing pages (8:30) · Level 2: skills (16:08) · Proposals from a URL (17:40) · Level 3: Claude builds it (22:22) · Cash flow (23:56) · My own video editor (28:02) · 300 emails → 30 meetings (35:17) · The people I forgot (41:11) · Contracts (42:50) · How to start this week (45:53)
In this article: The three levels · Level 1: Connect · Level 2: Skills · Level 3: Build · Go-to-market · Running the company · Subscription vs API · Your first five days · FAQ
Who I am, and why I automate#
I run difrnt., a marketing agency in Romania. We’re 14 people doing SEO, social media and paid ads. As the owner, I need to automate a lot: content, audits, even invoices. I also run Geoflux with two co-founders. It helps brands get recommended in AI answers, and a startup needs help with go-to-market every day.
I use Claude for most of it. The ideas carry over to ChatGPT or Gemini. The setup steps below are Claude’s.

The three levels of using Claude#
Think of it as a ladder. Each rung saves more hours than the one below it.
- Connect. Claude sees your inbox, CRM, tasks and data.
- Skills. You explain a task once and save it. Next time you call it by name.
- Build. Claude writes the tool itself: a script, a page edit, a whole video pipeline.
Under all three: nothing goes out without my approval.
Most people stay on rung zero: a blank chat, a long prompt, copy-paste the answer somewhere else. The jump to rung one is the biggest. It takes ten minutes.

Level 1: Connect Claude to your tools#
On its own, Claude is a smart chat. Connected, it sees your work. I connect it to ClickUp (tasks), Attio (CRM), Gmail, Planable, Figma and our data tools.
How to connect a tool:
- In a chat, click + (bottom left) → Connectors → Manage connectors. Or go to Customize → Connectors.
- Click +, pick the tool from the Connectors Directory and sign in.
- No listing for your tool? If it has a remote MCP server, choose Add → Custom → Web and paste the server URL. That’s a custom connector. Free plans get one.
- On Team and Enterprise, an owner turns connectors on first under Organization settings → Connectors.
Gmail, Google Calendar and Google Drive are available to every Claude user. Attio, Planable, Figma and Semrush all have official MCP servers. Before you pay for automation software, check the directory. The tool you need is often already there.
A first test: “I spoke with someone earlier. Here is their LinkedIn.” Claude adds the person to Attio, with a task to message them after the event. If that works, everything below works.

My inbox, my rules#
I use four Gmail labels: do, keep, for later, archive. Anything important goes into “do”. When I ask “what’s on my to-do list?”, Claude reads that label and flags new, unlabelled emails that look important: “This client asked for something. Should we label it?” One question, and I know what matters today.
Set it up:
- Create the labels in Gmail. Keep it to four or five. More labels means more sorting, which is the job you want gone.
- Connect Gmail (above).
- Tell Claude your system once, then save it as a skill (Level 2) so you never explain it again.
Prompt to copy:
Check my Gmail. List everything under the label “do”, oldest first, with one line each: who, what they need, by when. Then look at unlabelled emails from the last 3 days and flag anything from a client or a partner that needs a reply. Suggest a label for each. Don’t send, label or archive anything without asking me.
Other ways to use it: “Did I miss replying to anyone this week?” · “Summarise every email from this client since September before my call.” · “Which invoices arrived this month?”
Watch out: Claude’s Gmail connector can send, reply and forward. By default it asks for approval before each of those. Keep it that way.

Data without exporting: Claude in Chrome#
Semrush is our main SEO data tool. We pay around €600 a month for it. Semrush has an official MCP server, but it runs on API units, the same as their API: a few plans include 50,000 units, and beyond that you buy a package. For heavy research, that’s a second bill for data we already pay for.
So Claude uses the browser. With Claude in Chrome, Claude opens Semrush in the session we’re already logged into and collects the data itself. When we pitched a dentist, Claude built the research for a deck on dental SEO in Romania. 2 hours of my time → 10–15 minutes of Claude’s.
Set it up:
- Install Claude in Chrome from the Chrome Web Store, pin it and sign in. It needs a paid plan and works in Google Chrome only, not other Chromium browsers. In the Chrome browser it’s still in beta.
- Pick a permission mode: Manually approve, Automatically approve or Skip all approvals. Start with manual.
- When Claude asks about a site, choose Allow this action or Always allow actions on this site. You can remove sites later under Extension settings → Permissions.
- Write a skill that names the exact pages and reports to open. Mine lists the Semrush tools and the filters, so Claude doesn’t wander through the menus.
Prompt to copy:
Open Semrush (I’m logged in). For “dentist bucharest” and “implant dentar”, Romania database: volume, keyword difficulty, the top 10 ranking domains, and the 20 related keywords with the highest volume. Put it in a table and tell me which three pages a dental clinic should build first.
Other ways to use it: any tool with a login and no affordable API: ad libraries, marketplaces, supplier portals, the back end of an old CRM.
Watch out: the browser is slower than an MCP. It’s still faster than you. The bigger risk is prompt injection, which Anthropic calls the biggest one: a web page can contain text written to give Claude instructions. Anthropic’s safety guide says to use a separate Chrome profile without banking, healthcare or government accounts. Claude in Chrome won’t make purchases or follow instructions found in emails or web pages, whatever mode you choose.

All your accounts in one prompt#
Connect several data sources at once: Semrush, Google Ads, Facebook Ads, Search Console, Analytics. Then ask business questions, not tool questions.
Prompt to copy (e-commerce):
Compare the last 28 days with the same period last year. Organic traffic is down. Tell me which of these explains it, with the numbers from each source: (1) seasonality, from search volume trends; (2) our rankings, from Search Console positions on our top 50 queries; (3) a technical problem, such as pages dropping out of the index; (4) paid campaigns taking clicks from organic. Then: is our ad spend still returning more than it costs? Say which tool each number comes from.
Other ways to use it: a Monday health check across every channel; “Which campaign got cheaper and which got more expensive this month, and why?”; a one-page report a client actually reads.
Watch out: ask Claude to name the source of every number. When two tools disagree (they will), you want to know which one Claude used.
Shop data → missing pages#
Big shops forget category pages. You sell backpacks, but they all sit in the general “Shop” category. On-site search finds them. Google and ChatGPT don’t know you sell backpacks. In a store with tens of thousands of products, this happens hundreds of times.
How to find the missing categories:
- Export your products (title, current category, tags, price). Most platforms export a CSV. Or connect the store if it has a connector.
- Export keyword data for your niche from Semrush or Google Keyword Planner.
- Give both to Claude:
Group these products into the categories a shopper would search for. For each group: how many products it has, the main keyword and its monthly volume, and whether we already have a category page for it. Show only groups with at least 5 products and real search volume, sorted by volume.
- Build the top ones first. Our rule at difrnt.: one page, one main keyword. Each category gets its own H1, a short intro written by a person, links from its parent category, and no indexable filter URLs competing with it.
Services work the same way. For a hospital client we built about 200 service pages by hand, from cataract operations to blood work. Each page shows what the service is, the price and a way to book a doctor. Those pages tripled their traffic. Now, when the client opens a new department, Claude reads the site’s services and prices, checks searches through Semrush, Google Keyword Planner, SEOmonitor and Geoflux, and proposes 40–50 service pages or blog ideas. Pages like these are also how you get recommended in AI answers: an AI can only recommend a service it can find a page for.
Watch out: don’t bulk-generate the content. We keep a human in the loop, and on medical topics a doctor validates every page. Use AI for the research. Don’t use it to spam.
A week of posts in five minutes#
We schedule social posts with Planable, a great app by Romanian founders. Clients approve posts there before they go live. Planable has an official connector in Claude’s directory, so I say: “These are five videos. These are the descriptions. This is the schedule. Upload it.” 30–60 minutes of manual input → 5 minutes.
Prompt to copy:
Here are 5 videos (links below) with their descriptions. Schedule them in Planable for LinkedIn, TikTok and YouTube Shorts: Monday to Friday at 10:00, one per day. Put each in the client’s workspace as a draft for approval. Show me the full schedule before you create anything.
Other ways to use it: turn a published blog post into a week of drafts for review; move a whole calendar when a launch slips; check that every post this month has a link and a cover.
Watch out: we create the content ourselves. Claude only does the uploading. Drafts go to the client for approval, not straight to publish.
News → posts, and a list of investors#
Every week, Claude, ChatGPT and Perplexity each search for the hottest AI and business news. Three, on purpose, for more sources. I get topics with a short explanation and links, and pick what I’ll post on LinkedIn or film.
Make it run by itself: on paid plans, Claude can run a scheduled task hourly, daily, weekly or on weekdays, even while your computer sleeps. Pair it with Research, which runs many searches that build on each other.
Every Monday at 8:00: find the 10 most-discussed stories of the past week about AI in business, marketing and startups. For each: two lines on what happened, why a business owner should care, and two sources. Skip anything older than 7 days. Then suggest 3 LinkedIn post angles I could take with an opinion.
At Geoflux we also track, every day, which startups in our niche raise money and which funds back them, with amounts. When we raise our pre-seed, we’ll know exactly which doors to knock on. The same scheduled task works for this: “Every day, list SaaS startups that announced a round, the amount and the investors. Add new funds to my list.”
Level 2: Save what you repeat as Claude skills#
A skill is the prompt you keep giving Claude, saved once. Officially, skills are folders of instructions, scripts and resources that Claude loads when the task needs them. They’re on every plan, including Free.
The fast way: do the task with Claude once, then say: “This is how I do it. Save it as a skill.” Or, after the fifth time: “I’ve done this with you many times. Create a skill for it.” Claude writes the skill for you. Anthropic’s own skills repository even includes a skill-creator skill for exactly this.
The manual way:
- Turn on code execution: Settings → Capabilities. Skills need it.
- Make a folder named after the skill, with a
SKILL.mdfile inside:
---
name: seo-proposal
description: Builds a difrnt.-style SEO proposal (Excel, plan, strategy, deck) from a client URL. Use when asked for an SEO proposal or quote.
---
# SEO proposal
## Inputs
- The client's website URL, their market and any budget they mentioned.
## Steps
1. Read the site and list its services and current pages.
2. Pull keyword and competitor data (exact reports listed in data-sources.md).
3. Draft the strategy, the 12-month plan and the price, using pricing.md.
## Rules
- Never promise rankings or dates.
- Prices only from pricing.md.
- Flag every number you could not verify.- Only
name(64 characters max) anddescription(200 max) are required. The description matters most: Claude uses it to decide when to load the skill. - Zip the folder (the folder is the zip’s root), then Customize → Skills → + → Create skill → Upload a skill.

Keep it improving. When Claude does something better, say: “I like how you did this. Improve the skill.” Your skills should get better the way your own skills do.
What to turn into skills first: anything you explain more than twice. Proposals. Reports. Your email triage rules. Your brand voice. How you brief a designer. How you write a quote.
Proposals from a URL#
Geoflux. When we want to sell to a brand, we show them how they appear in AI answers. A skill takes the prospect’s website. Claude reads the site, the competition, their SEO, GEO and marketing, and returns the keywords and prompts we need. The report is ready in 10–15 minutes. Geoflux keeps tracking those prompts for the next seven days, so the report keeps getting richer.
difrnt. I fed Claude 50–60 SEO proposals I’ve written over the years, in Excel and PDF, plus the emails where I negotiated with clients. Now it builds the whole proposal: the Excel, the plan, the strategy, the deck. 8 hours → 1 hour, and that hour includes my own research and feedback.
What to feed a proposal skill:
- 20+ past proposals, the ones that won and the ones that lost, labelled.
- Your price list and how you discount.
- Negotiation emails, so it learns what clients push back on.
- A list of things you never promise.
My 5% check. I trust it 95%. The other 5% I check myself, slide by slide: the client’s name and market, every number against its source, the price, and every promise. That check takes minutes, not hours.
One design, every format#
We make a lot of ad banners: product, price, a line of copy. Every client needs each one for Facebook, Instagram, TikTok, LinkedIn, the website and email. Twelve sizes per banner, thirty banners. It gets old fast.
Our designer, a very good one, still makes the first version by hand. That’s where the creativity is. Then Claude uses the Figma MCP to rebuild it in every other size. The designer gets those hours back to learn and try new ideas.
Set it up:
- Connect Figma. Its MCP server can create and edit designs on the canvas from Claude. Writing outside your drafts needs a Full seat. It’s free during the beta and will become a usage-based paid feature.
- Have the designer build the master with auto layout, clear layer names and constraints. Claude resizes a tidy file well and a messy file badly.
- Keep the size list in a skill: name, width × height, safe zones, minimum text size.
Take the frame “Master 1080×1080” and create these sizes next to it: 1200×628, 1080×1350, 1080×1920, 300×250, 728×90. Keep the logo, price and CTA inside the safe zones. Don’t change copy, fonts or colours. List anything that didn’t fit.
Other ways to use it: the same deck in three languages; a carousel cut into every platform’s size; an event visual with 40 speaker names.
Level 3: Let Claude build it#
Claude can build almost anything if you give it the right instructions. Whenever I need something new, I ask Claude to build it first. At this level you’re not asking for an answer. You’re asking for a tool that keeps working after the chat ends.
A memory of my own#
Claude sometimes forgets things across chats, and personal tasks (“get the UK visa”, “pay the rent”) don’t belong in the team’s ClickUp. So I’m building a small to-do database that Claude reads and writes, synced with ClickUp, Gmail and Attio. Maybe overkill. It means Claude can’t forget.
Try the built-in options first. Memory is on by default on Free, Pro, Max and Ultra, and paid plans can search past chats. Projects keep files and instructions together for one client or one topic. Build your own only when you need a list Claude must never lose.
Cash flow: 8 hours → 15 minutes#
I hate this job. Every month I downloaded our bank statements, PDFs and Excels into one big cash-flow sheet and tagged each transaction by hand: Facebook ads, software, salaries, taxes. About eight hours a month.
For financial data I don’t trust Claude to write into the file. It can hallucinate. I do trust it to write code. So I gave it the old sheets, where it could see how I’d always tagged things. The Anthropic bill is “Software › Claude”. The OpenAI bill is “Software › ChatGPT”. Claude wrote a Google Apps Script linked to the sheet. I drop in new exports and the script tags everything it recognises. I’m left with 20–30 new transactions a month. I tag those by hand and add them to the rules. 8 hours → 15 minutes.
Build your own:
- Put your tagged history in a Google Sheet. Add a tab called Rules with three columns: keyword, category, subcategory (for example
facebook,Ads,Meta). - Ask Claude: “Read my last 12 months of tagged transactions and fill the Rules tab with every repeat payee.”
- Ask for the script. A minimal version looks like this (Extensions → Apps Script, paste, run):
// Tags untagged rows in "Cash flow" using the "Rules" tab: keyword | category | subcategory.
// Columns in "Cash flow": C = description, E = category, F = subcategory.
function tagTransactions() {
const ss = SpreadsheetApp.getActive();
const rules = ss.getSheetByName('Rules').getDataRange().getValues().slice(1)
.filter(r => r[0])
.map(r => [String(r[0]).toLowerCase(), r[1], r[2]]);
const sheet = ss.getSheetByName('Cash flow');
const n = sheet.getLastRow() - 1;
const desc = sheet.getRange(2, 3, n, 1).getValues();
const tags = sheet.getRange(2, 5, n, 2).getValues();
let left = 0;
for (let i = 0; i < n; i++) {
if (tags[i][0]) continue; // already tagged
const text = String(desc[i][0]).toLowerCase();
const hit = rules.find(([kw]) => text.includes(kw));
if (hit) tags[i] = [hit[1], hit[2]];
else left++;
}
sheet.getRange(2, 5, n, 2).setValues(tags);
ss.toast(left + ' transactions left to tag by hand');
}Why a script and not “Claude, tag these”: a script does the same thing every time and you can read the rules. An AI writing straight into your books can be wrong in a different way each month.
Other ways to use it: match invoices to payments; flag subscriptions nobody uses; split costs per client for profitability.

Page builders: 30–60 minutes → 5#
Many of our clients’ WordPress sites are built with Elementor. We still maintain them, and I don’t have the energy to drag and drop blocks anymore. When a client asks to change prices or add new services, Claude in Chrome opens the page builder and does it, block by block. Half an hour to an hour → five minutes.
Do it safely:
- Give the exact page, the exact block and the new value: “On /prices, change ‘Consultation’ from 200 to 250 lei. Change nothing else.”
- Use Manually approve on client sites, at least for the first few edits.
- Work on staging when the site has one. Otherwise check that revisions are on, so you can roll back.
- Ask for a list of what changed when it’s done, then check the live page yourself.
My own video editor, built with Claude Code#
All my TikToks, my videos and the Geoflux explainers are built by Claude, including the animations in the video above.
I use Claude Code, Anthropic’s agentic tool that reads a codebase, edits files and runs commands, in the terminal, an IDE, the desktop app or the browser. Claude doesn’t generate video the way Higgsfield does. It writes animations as code, cuts video files, changes colour and adds voiceovers.
My process:
- I collect videos I like from big brands and competitors.
- Claude analyses them: sound quality, video quality, animations.
- It takes a screenshot every 0.3 seconds. At that rate it sees how the motion works: text sliding in, a shape growing, a pulse. If Claude can see it, it can rebuild it. The command is one line:
ffmpeg -i reference.mp4 -vf fps=10/3 frames/%04d.png - Voice, music and sound effects come from ElevenLabs. The free plan gives 10,000 credits a month.
- Everything lives in a GitHub repo, so Claude remembers what it built and reuses the animations I liked.
Because the animation is code, a finished English explainer becomes Spanish or Mandarin with one request.
Start with Claude Code:
- Install it (Pro or higher):
curl -fsSL https://claude.ai/install.sh | bashon macOS or Linux, orirm https://claude.ai/install.ps1 | iexin Windows PowerShell. Check it withclaude --version. - Make a folder for the project, open it, run
claudeand sign in with your Claude account. - Describe the result, not the code: “Make a 10-second 1080×1920 animation: our logo, then the line ‘Get found in AI’, white background, brand colours from brand.md. Render it to MP4.”
Other things non-developers build with it: a script that renames and sorts 500 files; a monthly report generated from three CSVs; a small internal web page your team uses every day.
Editing from my phone#
For short videos, my phone films me, I send the file to Claude, and it makes the cuts and animations. Long videos with several people and cameras still get a human editor in Adobe or DaVinci Resolve. Our editors use AI too: ElevenLabs turns speech into captions, so nobody transcribes by hand. Speech to text costs 330 credits a minute, so the free plan covers about 30 minutes a month.
Go-to-market with Claude: one conference, start to finish#
300 emails → 30 meetings#
Before How to Web, the big tech conference in Bucharest, I got the list of about 300 attendees and found their emails through Apollo and Attio. The email was short: “Hi, I’m Robert. I’m at How to Web today and tomorrow. This is what I do. If I can help you in any way, let’s have a coffee.”
I didn’t want Claude sending on its own, and I didn’t want to press send 300 times. So I wrote the draft once and had Claude write a Google Apps Script that sent one email every two to three minutes, to stay out of spam.
300 emails → about 30 meetings. Some of those people are now friends. Some are partners, some referred me, some are clients.
Run it yourself:
- Get the list. Event apps like Luma often show who’s coming. Ask Claude to put names, companies and LinkedIn URLs in a sheet.
- Find the emails. Apollo, Clay or Attio enrich the list. Keep only work addresses.
- Write one short email. Who you are, why you’re there, one line on what you do, a coffee. No attachment, no pitch deck, a one-line opt-out.
- Send slowly. A minimal version of the script: a sheet called Outreach with email, first name and a “sent at” column, and a trigger that sends at most one email every 2–3 minutes.
const SUBJECT = 'At How to Web today and tomorrow';
const BODY = `Hi {{name}},
I'm Robert. I run a marketing agency and an AI startup, and I'm at How to Web today and tomorrow.
If I can help you with anything, let's grab a coffee.
Robert
(Not interested? Reply "no" and I won't write again.)`;
function sendNext() {
const props = PropertiesService.getScriptProperties();
const last = Number(props.getProperty('lastSent') || 0);
if (Date.now() - last < (2 + Math.random()) * 60 * 1000) return; // wait 2–3 minutes
const sheet = SpreadsheetApp.getActive().getSheetByName('Outreach');
const rows = sheet.getDataRange().getValues();
for (let i = 1; i < rows.length; i++) {
const [email, name, sentAt] = rows[i];
if (!email || sentAt) continue;
GmailApp.sendEmail(email, SUBJECT, BODY.replace('{{name}}', name || 'there'));
sheet.getRange(i + 1, 3).setValue(new Date());
props.setProperty('lastSent', String(Date.now()));
return; // one email per run
}
}
// Run once to start. Apps Script triggers run every 1, 5, 10, 15 or 30 minutes.
function start() {
ScriptApp.newTrigger('sendNext').timeBased().everyMinutes(1).create();
}- Book the meetings. Replies go to Attio. Claude drafts the answers, I send them.
Watch out:
- Quotas. Apps Script can email 100 recipients a day from a gmail.com account and 1,500 from Google Workspace. On a personal Gmail, 300 emails take three days. Start two days before the event.
- GDPR. Keep it personal and slow. Write to work addresses, say where you found them, honour every “no”, and keep the list for this event only. Rules differ by country. This is not legal advice.
- Delete the trigger after the event (Apps Script → Triggers), or it keeps checking the sheet every minute.

Prep every meeting with a one-pager#
Before a meeting, Claude reads their website, my email thread with that person and their competition. I get one page. I don’t get caught off guard.
I’m meeting [name] from [company] tomorrow at 11:00. Read their website, our full email thread and their latest LinkedIn posts. Give me one page: who they are, what they want from me, what we promised last time, where the report or deal stands, what their three closest competitors are doing, and three questions I should ask.
Do it for investors too: “What has this fund invested in this year, and which of their companies compete with us?”
Inbound leads answered in 10 minutes#
The Attio team showed me this one. A lead comes in: a form on the difrnt. site, a free Geoflux account. It goes to Attio, and a workflow finds their LinkedIn. They get an email within about 10 minutes with my booking link. I get their LinkedIn on Slack and connect right away. I’m in their DMs before they forget they filled in the form.
Build it: form → CRM → enrichment (LinkedIn, company) → an automatic first email with a booking link → a Slack alert with the LinkedIn URL. Attio runs this with its own workflows and also has an official MCP server, so Claude can read and update the same records.
Same-evening follow-ups#
At events I meet 10–20 people. The next day I don’t remember who said what. So when a conversation ends, I screenshot their LinkedIn and send it to Claude, sometimes with a voice note.
[LinkedIn screenshot] Met her at How to Web, 15:30, at the coffee bar. She runs marketing at a fintech, wants AI visibility reports for 3 brands, decides in January. Add her to Attio with these notes and a task to email her on Monday with the sample report.
Claude adds the person to Attio with the to-do. Two minutes per person, done at the event, not the next morning.
The people I forgot#
I asked Claude to go through the last 90 days of emails I sent and find the ones that never got a reply. I got a list of about 30 people. I wrote to them again. Two replied. One introduced me to two marketing agencies for Geoflux. Two warm leads from emails I’d forgotten I sent.
Search my Gmail for emails I sent in the last 90 days (in:sent newer_than:90d) to people outside my company. List every thread where the last message is mine and nobody replied. For each: name, what I offered, when. Then draft a two-line follow-up for each. Don’t send anything.
Run it once a month. It’s the cheapest pipeline you have.
Running the company#
Contracts#
I’m not a lawyer, and on a €500 contract I don’t need one. I need to know there’s no hidden clause that makes me pay €50,000 if I’m two days late. So I give the contract to Claude with context: who I am, what my companies do, what to watch for.
It catches real things. A provider who didn’t list a bank account, so paying the wrong one could bring penalties. A video deal where we wouldn’t own the rights, so the video could vanish the next day. Then I negotiate.
I run a marketing agency. This is a contract with an influencer for a client campaign, about €500. Read it as my lawyer would and list every risk to me, worst first: payment terms and penalties, who owns the content and for how long, termination, liability limits, auto-renewal, which country’s law applies, and personal data. For each, quote the clause and suggest the wording I should ask for.
For big contracts, use a lawyer. This is a first read, not legal advice.
Startup benefits#
Geoflux is bootstrapped. An AI search runs every week for startup programs, credits and discounts. Cloud providers, CRMs and AI labs all run them. Anthropic has its own: Claude Startups gives early-stage founders offers, tools, events and partner credits. The current cohort is full, so check back.
Make it a scheduled task: “Every Friday, find new startup programs, credits and discounts for an early-stage B2B SaaS in the EU. Only ones still open. Deadline, value, link.”
The receipts#
| Task | Before | With Claude |
|---|---|---|
| Monthly cash flow | 8 hours | 15 minutes |
| SEO proposal | 8 hours | 1 hour (with my review) |
| Pitch research in Semrush | 2 hours | 10–15 minutes |
| AI-visibility report for a prospect | — | 10–15 minutes |
| Scheduling a week of posts | 30–60 minutes | 5 minutes |
| Page-builder edits | 30–60 minutes | 5 minutes |
| Conference outreach | 300 emails | ~30 meetings |
| Forgotten follow-ups | 30 people | 2 warm leads |
| Hospital service pages (built by hand) | — | traffic ×3 |
Use your Claude subscription, not the API#
Once, a job I ran through the API got stuck and ate €200 in about 10 minutes. The API is pay-per-token: it’s a meter. A subscription is a flat price.
- Claude Pro is $20 a month ($17 billed yearly) and includes Claude Code. Max is $100, Ultra $200.
- Every plan has usage limits, shared between Claude and Claude Code. Extra usage past the limit is opt-in. Check what’s left with
/statusin Claude Code. - If
ANTHROPIC_API_KEYis set on your machine, Claude Code bills the API, not your plan. Runecho $ANTHROPIC_API_KEYin a terminal. Empty is what you want. Use/loginto sign in with your subscription. - If you do use the API (for a product, not for yourself), set a spend limit in the Console.

How to start this week#
My advice from the video, turned into five days:
- Monday: connect your inbox. Gmail and Calendar, plus your task tool. The more you connect, the better it works. If you’re nervous, let it read and draft only. Ask: “What’s urgent today? Who haven’t I replied to?”
- Tuesday: connect your data. One data tool through a connector or Claude in Chrome. Ask one business question you’d normally answer in a spreadsheet.
- Wednesday: save your first skill. Pick the thing you explained to Claude three times this month. “Save it as a skill.”
- Thursday: automate one boring hour. A script for a sheet you fill by hand, or a scheduled task for research you repeat.
- Friday: check the bill and the brakes. Subscription, not API. Approvals on for anything that sends, pays or publishes.
Talk to Claude in plain words, the way you’d brief a colleague. Start with the inbox. It’s the hour you get back first.
FAQ#
Connect it to the tools you already use (email, calendar, task manager, CRM) from Customize → Connectors, then ask business questions in plain words: “What’s urgent today? Who haven’t I replied to?” When you catch yourself explaining the same task twice, save it as a skill. Keep approval on anything Claude sends.
Yes, there is a Free plan with usage limits every five hours and every week. Connectors, skills, Projects and memory work on it, with one custom connector. Claude in Chrome, Research, scheduled tasks and Claude Code need a paid plan, starting with Pro.
Pro is $20 a month, or $17 a month billed yearly. Max is $100 a month and Ultra $200. Team starts at $20 per seat a month billed yearly ($25 monthly). Enterprise is priced per seat plus usage. Prices are from claude.com/pricing in November 2026.
For your own work, the subscription. It’s a flat price, and extra usage is opt-in. The API is pay-per-token. A stuck job cost me €200 in about 10 minutes. Use the API when you build a product for others, and set a spend limit in the Console.
Yes. The Gmail connector can search and read your email, draft, send, reply and forward. By default Claude asks for your approval before every send, reply or forward. I keep it that way: Claude drafts and sorts, and I press send.
Saved instructions, scripts and resources that Claude loads when a task needs them. Do the task once with Claude and say “save it as a skill”, or write a SKILL.md file with a name and a description, zip its folder and upload it under Customize → Skills. Skills are on every plan, with code execution turned on.
Yes, on paid plans. Scheduled tasks run a prompt hourly, daily, weekly or on weekdays, even when your computer is asleep. Use them for weekly news research, startup programs or funding rounds.
Claude Code is Anthropic’s agentic tool that reads files, edits them and runs commands. It works in the terminal, an IDE, the desktop app or the browser, and it’s included from Pro up. I’m not a full-time developer, and I use it to build my video pipeline and scripts. You describe the result. Claude writes and runs the code.
Watch it, then start#
The full 50-minute video shows every workflow above on screen. Watch “How I use AI” on YouTube. If it helps, a like or a share helps me. Questions go in the comments. I answer all of them.
And if you want to see where your brand and your competitors show up in ChatGPT, Gemini, Perplexity, Claude and Grok, try Geoflux for free. No credit card.