Business Automation Upcoming

Automate Your Business Admin with Claude Cowork

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Step 3 of 3. You can enrol in any order, but we recommend taking these in sequence.

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Three copy-paste workflows to automate your weekly admin: receipts to spreadsheet, email triage, and file organisation. No coding required.

6 lessons · 1h 30m total

1 The Delegation Mindset 15 min

Tasks vs responsibilities. The 3 ingredients of a good delegation. How to think about your weekly tasks as potential workflows.

2 Receipts to Spreadsheet 20 min

Set up your receipts folder. Write the delegation instruction. Run the workflow. Verify the output.

3 Email Triage and Draft Replies 20 min

Export emails to files. Write the triage instruction. Review draft replies. Safety rules: Claude drafts, you send.

4 File Organisation and Renaming 15 min

Point Claude at a messy folder. Define your naming convention. Run the organisation workflow. Verify with the audit log.

5 Invoice Generation from Templates 10 min

Create a simple invoice template. Feed Claude billable hours or line items. Generate invoices in bulk. Verify totals.

6 Building Your Personal Workflow Library 10 min

Document workflows that worked. Update your CLAUDE.md. Combine workflows into systems.

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