15 Things Every Business Owner Should Do with Claude
- By Praveen Jha · Updated 2026-10-23 · 6 min read · Business & automation
Setup steps plus a real business scenario for each feature - so you can pick one and try it on your own business this week.
For business owners & teams | Updated: Oct 2026 By Praveen Jha | praveenjha.com
Most people only 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. Start with 1-4 to give Claude your context, then build and automate.
Foundation: 1 Memory import 2 Model selector 3 Gmail 4 Calendar Create: 5 Artifacts 6 Interactive visuals 7 Projects 8 Voice mode 9 Chrome extension Automate & build: 10 Cowork 11 Scheduled tasks 12 Dispatch 13 Claude Code 14 Channels 15 Claude Design
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.
TRY IT You have 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.
TRY IT Summarize 50 support emails with Haiku, analyze 3 months of sales data with Opus, write a follow-up email with Sonnet.
Connect Claude to your inbox, calendar and work
Connectors are what turn Claude from a chatbot into an assistant that knows your actual business.
3. Gmail connector: let Claude handle your inbox
SETUP Customize > Connectors > Gmail > Log In with Google.
TRY IT 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.
TRY IT 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.
TRY IT Build me a sales tracker spreadsheet with columns for rep name, deal stage, product sold, revenue, and close date. Make the columns editable.
Brief Claude once, then create faster
Projects hold your context, visuals make processes clear, and voice captures ideas before they are lost.
6. Interactive visuals: clickable diagrams
SETUP Type "Visualize..." followed by what you want to see.
TRY IT Visualize our 6-step onboarding process as a clickable flowchart. Useful for newhire 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.
TRY IT 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.
TRY IT Talk through your pitch while driving and arrive with a full transcript and a head start.
Put Claude to work across pages, apps and schedules
The Chrome extension brings Claude to any page. Cowork carries out multi-step work, and scheduled tasks repeat it without you.
9. Chrome extension: Claude on any webpage
SETUP Install "Claude for Chrome" from the Chrome Web Store.
TRY IT 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.
TRY IT 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.
11. Scheduled tasks: set once, runs every day
SETUP In Cowork, type /schedule, describe the task and set a time.
TRY IT 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.
Run work from your phone and build in plain English
Dispatch and Channels keep work moving while you travel. Claude Code builds the tools your business needs.
12. Dispatch: send tasks to your computer from your phone
SETUP In Cowork, click Dispatch and scan the QR code with your phone.
TRY IT 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.
TRY IT 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).
TRY IT While traveling, message your bot: There's a bug on the checkout page - the discount code field isn't applying correctly. Fix it.
Design, then start this week
15. Claude Design: anyone can design
SETUP Go to claude.ai/design and describe what you want. Upload brand guidelines if you have them.
TRY IT 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.
Start in 7 days: Day 1 - import memory (1). Day 2 - connect Gmail and Calendar (3-4). Day 3 - create a Project for your business (7). Day 4 - build one Artifact tool (5). Day 5 - set one scheduled task (11). Days 6-7 - try Cowork or Claude Design (10, 15).
Pre-flight checklist
- [ ] Claude account signed in on desktop and mobile
- [ ] Memory imported if you are switching from ChatGPT
- [ ] Gmail and Google Calendar connectors authorised
- [ ] One Project created with brand guide, SOPs and past content
- [ ] Claude desktop app installed if you plan to use Cowork, Dispatch or Claude Code
- [ ] One scenario from this guide tried on a real business task
Feature names, menus and availability can change; check claude.ai for current access on your plan.