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20 tasks to start with Claude in your business

A printable list with tasks from a café, a gym, an architecture studio and an accountancy. All of them are already described on this site.

Before you start

The tasks come from the pages and articles already on this site. They are ideas for use, not client cases, and they carry no figures for time saved because we have not measured that.

The free Claude plan is enough to start. Pick one or two tasks from your week, not all twenty at once.

20 tasks to start with Claude in your business

Tick the ones you try. Each one shows what you give Claude, what you ask for and what you check yourself before using the result.

Three rules for every task

  1. You provide the data, pasted or attached, not from memory.
  2. Claude writes the draft.
  3. You read it before it leaves your desk.

Before you paste data about people, check which plan you use and what its data settings are. If in doubt, remove names and personal data from the text.

Café

  • You give
    Their email and your current price list.
    You ask for
    A polite reply that asks from when the increase applies and whether there is a fixed price for volume.
    You check
    The figures, before sending.
  • You give
    The month's sales, exported from the till.
    You ask for
    Have them grouped by product, with what barely sells flagged.
    You check
    That the totals match your close.
  • You give
    Your recipes and your allergens.
    You ask for
    A one-page sheet.
    You check
    The allergens, dish by dish.
  • You give
    Your rules, written once: opening hours, largest group without notice, cancellation policy and whether there is a terrace. Then each email you receive.
    You ask for
    A reply in the house tone that also says what is missing from the request: time, number of people or phone number.
    You check
    That the draft says "I will confirm shortly". Claude does not know whether there is room and must not confirm on its own.
  • You give
    The review.
    You ask for
    A polite reply that acknowledges the problem without promising what you cannot deliver.
    You check
    That it does not invent an apology for something that did not happen, or a discount nobody authorised.

Gym

  • You give
    The text of your cancellation policy.
    You ask for
    A reply that explains the notice period without sounding curt.
    You check
    That the period matches your contract.
  • You give
    The member list with join and leave dates.
    You ask for
    How many stayed less than three months.
    You check
    Two or three cases, by hand.
  • You give
    The house rules.
    You ask for
    A half-page version.
    You check
    That no rule has changed.
  • You give
    Your notes, unsorted.
    You ask for
    Minutes with decisions, tasks with an owner and open questions. If an owner or a date is missing, ask it to mark that instead of inventing one. Say so in the brief.
    You check
    You read the minutes and correct them before sending them to anyone.
  • You give
    A Project with the house rules, the current rates, the class timetable and the cancellation policy. Then the message you received.
    You ask for
    A reply with the gym's own details, in the tone you have described.
    You check
    The date of the rates. If the uploaded document is old, Claude answers with the old price without warning you. Put "valid from" and a date at the top.

Architecture studio

  • You give
    The status of the file.
    You ask for
    Two versions, a short one and a more detailed one.
    You check
    You choose one and confirm the dates.
  • You give
    The hours for each project.
    You ask for
    A summary by person and by phase.
    You check
    That no week is missing.
  • You give
    The project report.
    You ask for
    A one-page summary for the client, without technical terms.
    You check
    Measurements and deadlines.
  • You give
    Your notes from the visit, as you jotted them on your phone.
    You ask for
    Minutes with three lists, issues, decisions and pending items, each with an owner and a date. If either is missing, ask it to mark that, not to invent it.
    You check
    That whoever signs the minutes was at the visit.
  • You give
    The scope, the floor area, the deadlines you work with and your payment terms.
    You ask for
    An introductory text, a description of the phases and the exclusions.
    You check
    The amounts. The fees come from your rate, not from Claude.

Accountancy

  • You give
    The list of what you ask for: invoices and statements.
    You ask for
    A reminder personalised for each client.
    You check
    Who has already sent what.
  • You give
    A bank statement.
    You ask for
    A suggested category for each entry.
    You check
    You decide the final category, and you book it.
  • You give
    The text of the note.
    You ask for
    What changes for them, on one page and in words that someone outside the field understands.
    You check
    Go back to the original text and check every date and every amount. The summary is yours, not Claude's.
  • You give
    Your notes from the call.
    You ask for
    Three lists: decisions, tasks with an owner and open questions, with the documents still missing. If an owner or a date is missing, ask it to mark that.
    You check
    You read the minutes and correct them before sending them to the client.
  • You give
    The text of a batch of client messages. Remove what you do not need, such as the tax ID.
    You ask for
    A list per client of what is missing to close the quarter, and the reminder.
    You check
    The list, against the original messages, before sending anything.

Limeralda. limeralda.com/en/resources/

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Where each task comes from

Prefer to do it with someone next to you? In the Claude course we work with tasks from your own business. Dates to be confirmed.