Stop drowning in admin. Start running your business.
The AI Ops Playbook is a 13-page step-by-step guide that shows contractors and service business owners how to set up Claude for Small Business and use it to automate the tasks eating your week.
What's inside:
How to connect Claude to QuickBooks, Google Workspace, PayPal, HubSpot, DocuSign, Canva, and Microsoft 365
All 15 ready-to-run workflows — with exact trigger phrases, time saved, and which tools each one requires
A weekly AI rhythm that handles most of your admin in 30 minutes or less
Data privacy settings to protect your client information before you start
A quick-reference card with all 15 workflow triggers in one place
Workflows cover: payroll planning, invoice chasing, month-end reconciliation, cash flow forecasting, lead follow-up, proposal creation, contract routing, email triage, marketing content, review requests, and more.
No tech skills required. Works on Mac and Windows. You approve everything before it sends, pays, or posts.
Want it set up for you? Ask about the AI Ops Setup — done in 5 business days.
