Claude for small business: What it is and how to use it

Claude for Small Business is a Claude Cowork desktop plugin designed to help small business owners automate recurring operational work through 15 prebuilt workflows, more than 30 customizable agent skills, and integrations with tools including QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, and Microsoft 365. Included with Claude Pro and higher plans, it can pull live data from connected applications and, with user authorization, draft or send invoices, follow up on overdue payments, create marketing materials, manage client intake, prepare contracts, and model business decisions such as price changes. Users install the desktop app and plugin, connect accounts with permissions that mirror existing access controls, customize skills, and assign tasks in Cowork mode; Zapier can extend connectivity to thousands of additional apps. Key constraints include desktop-only availability, a limited set of native integrations, approval requirements before actions are executed, higher usage consumption for complex workflows, and the need to carefully scope access to sensitive business systems.

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