Playbooks · free for everyone
Field-tested recipes by role — the pain, the setup, the exact prompt, and the follow-ups that turn one good answer into a system. Every recipe works within what Claude can actually do this month.
📚 Playbook
Give your manuscript a home, an edit letter, a continuity cop, and a production desk — while your voice stays yours.
By chapter twelve, Priya spends the first ten minutes of every chat re-explaining her own world before she can write a word.
Have ready: A claude.ai Project (the Free plan includes 5). Upload your style guide, story or series bible, chapter summaries, and your best chapters so far as project knowledge (30 MB per file). Add a project instruction like 'always check the bible before answering.'
You're my co-editor on [BOOK TITLE], a [genre] novel. Everything you need is in this Project's knowledge: my style guide, the story bible, and the chapters written so far. Before answering any question in this Project, check those files — the bible outranks your assumptions. Start by reading everything and giving me back a one-page summary of the book as you understand it: premise, cast, timeline, open plot threads, and the three stylistic rules you'll be most careful to protect. Then flag anything in the bible that's contradictory or underspecified, so I can fix it now instead of discovering it in chapter twenty.
You get: A workspace where every new chat already knows your book — plus an immediate audit of the holes in your own bible. Works for a novel, a nonfiction book, or a newsletter archive alike.
Small project knowledge is read in full every chat; big projects switch automatically to search mode — watch for the indicator and keep files clearly titled so retrieval finds the right chapter.
Then
Maya's memoir has sat at 30,000 words for two years — she doesn't need more words, she needs to know which chapters are broken.
Have ready: Your manuscript (or the chapters you have) as a docx or PDF upload. Works on the Free plan; if the book already lives in a Project, run it there.
Act as my developmental editor. I've uploaded my draft — do not rewrite anything yet. Give me a structural edit letter: (1) what this book is actually about, in one sentence based only on the pages — I want to see if it matches my intent; (2) chapter by chapter, what each is doing, where it drags, and what's missing; (3) the three biggest structural problems, ranked by damage; (4) what I should cut entirely; (5) the strongest 10% I should protect at all costs. Be specific — quote lines and cite chapters for every claim. Grade the structure honestly, like an editor whose name goes on the book.
You get: An edit letter that diagnoses structure — the 'which chapters are broken' answer — without touching a word of your prose.
Claude diagnoses and suggests; the decisions stay yours. Argue with any point — the pushback conversation is often worth more than the letter.
Then
A reader emailed Rosa: her detective had green eyes in book one and hazel in book three.
Have ready: Claude Cowork on the desktop app (any paid plan), pointed at your manuscript folder — chapters, drafts, notes. No connectors needed.
Read every chapter in this folder in order and build a series bible as a new file: every character (physical details, relationships, first appearance, speech habits), the timeline with dates and elapsed time, locations, and world rules — each entry with the chapter reference where it's established. Then run a continuity audit of the newest draft against that bible: contradictions, dropped subplots, characters whose eye color or age drifted, timeline math that doesn't add up. Deliver the audit as a second file, ordered by severity, with chapter and line references for every hit. Don't fix anything — I decide what's canon.
You get: Two files in your folder: a bible extracted from what you actually wrote (not what you remember writing), and a severity-ranked list of everything that contradicts it.
Cowork needs a paid plan and the desktop app for local folders. On Free, do the same job by uploading chapters into a Project and asking for the bible and audit there.
Then
Sam's outline is sharp, but every AI draft comes back sounding like everyone else's newsletter.
Have ready: In your Project, add 10–20 of your best pieces plus a hand-written style guide: your rules, banned words, sentence rhythm, how you open and close. The style guide you write yourself matters more than the samples.
Here's my outline for [chapter / issue / essay] — each section lists the point it must land. Draft it in MY voice using the style guide and samples in project knowledge. Follow documented patterns, not vibes: match my sentence-length rhythm, my openings, the words I never use, and everything on the style guide's 'never' list. When you finish, grade your own draft against the style guide section by section — flag every line that sounds more like an AI than like me, and rewrite the flagged lines before showing me anything. Deliver the draft plus a short list of places you deviated from the outline and why.
You get: A first draft that starts 80% you instead of 0% — plus Claude's own confession list of the lines that wobbled. Expect to rewrite; the point is that each correction you feed back makes the next draft closer.
Claude drafts; you decide what ships. Precision in, voice out — a vague style guide gets you vague imitation.
Then
Dev loses every Monday morning to two dozen open tabs before he writes a single word of his newsletter.
Have ready: Any paid plan. In Cowork, type /schedule and describe the task (or build it from the Scheduled page). Scheduled tasks run in the cloud — laptop closed is fine.
Every Monday at 7am: you're the research desk for my [book on X / newsletter about Y]. Search the web for what's new in the last seven days — studies, credible reporting, notable arguments, useful data points, and anything that contradicts positions I've already published. Write a digest document: each item gets a two-sentence summary, why it matters for my project, and the source link — real, clickable URLs only; skip anything you can't link. End with three angles worth writing about this week and one 'someone is wrong on the internet' opportunity. Keep it under two pages, and if the week was genuinely quiet, say so instead of padding.
You get: A cited digest waiting when you sit down to write — fresh sources, story angles, and a heads-up when the world moves against something you've already claimed in print.
Verify every citation before it enters your manuscript — click through each link yourself. Claude cites what it actually finds, but asked to cite from memory it can invent plausible-looking references.
Then
The manuscript is finished; the formatting weekend is not.
Have ready: Your finished chapters, pasted or uploaded. File creation works on every plan including Free — just check Settings > Capabilities has 'Code execution and file creation' switched on.
Take chapters 1–3 (attached) and produce two files. First, a submission-standard manuscript .docx: Times New Roman 12pt, double-spaced, 1-inch margins, header with [SURNAME / TITLE / page number], each chapter starting on a new page one-third down. Second, a print-interior PDF at 6x9 inches with mirrored margins, running heads, and front-matter placeholders (title page, copyright, dedication). Formatting only — don't touch the prose, but flag anything you had to normalize, like scene-break marks or em-dash spacing. Before handing them over, open your own output and check page size, margins, headers, and orphaned chapter titles; fix what fails, then give me both download links.
You get: Real downloadable files: a docx you could email an agent tomorrow and a PDF interior shaped for KDP print. Still run the PDF through Kindle Previewer before you hit publish.
EPUB isn't a native chat export — it's a conversion step Claude can walk you through, or run for you in Cowork (paid plan). KDP prefers EPUB for ebooks but accepts docx. Work chapter-by-chapter: book-length jobs happen in chunks, and file creation burns usage faster than normal chat.
Then
🌐 Playbook
Build the page, embed the widget, keep the posts coming — and know exactly where Claude's limits are before you hit them.
Maya's portfolio has said 'coming soon' since last spring, because hiring a designer feels heavy and every site-builder template looks like everyone else's.
Have ready: Upload your resume or bio, short descriptions of 3–6 projects (screenshots welcome), and one or two screenshots of sites whose design you love. Building and publishing the artifact to a shareable link works on the free plan.
You're a web designer building my personal portfolio as a single-page HTML artifact. I've uploaded my resume, descriptions of my projects, and screenshots of two sites whose design I admire. Build the complete page: a hero with my name and one-line positioning, selected projects with outcomes, a short about section, and a contact block. Design direction: sophisticated and editorial — generous whitespace, a restrained two-color palette, real typographic hierarchy, and no AI-looking gradients, emoji headings, or cookie-cutter card grids. Write the copy from my actual materials; don't invent clients, metrics, or testimonials. When you think you're done, grade your own work against my inspiration screenshots on layout, typography, and personality, and iterate until it would pass for a hand-built site.
You get: A working one-page site in the artifact panel — real HTML you can preview, revise line by line in plain English, and publish to a shareable link.
Artifacts can't fetch anything from the web — fonts, images, and data must be uploaded or embedded. Publishing creates a shareable claude.ai link; hosting it at your own domain means downloading the HTML and uploading it to any web host yourself.
Then
An interactive calculator would make your post genuinely useful, but custom development for one blog post was never going to happen.
Have ready: Whatever the widget needs baked in — rates, a data table, quiz questions — plus your blog's exact URL for the embed whitelist. Publishing and embedding artifacts works on Free, Pro, and Max.
I write a personal-finance blog and I'm publishing a post on emergency funds. Build a self-contained interactive calculator as an HTML artifact that I'll embed in the post: readers enter monthly essential expenses, income stability (dropdown: steady salary / variable / freelance), and number of dependents, and it recommends a 3–9 month savings target with a visual progress bar and one plain sentence explaining the recommendation. Design: clean and calm against a white blog background, system fonts only, no external images or fonts — everything must work with zero network access. Mobile-first; most of my readers are on phones. Include a friendly line that this is guidance, not financial advice. Before showing me, test it yourself as three different readers — a freelancer, a two-income family, a new grad — and fix anything confusing.
You get: A working calculator you publish from the artifact menu, grab embed code for, and drop into any post as an iframe — readers use it without a Claude account.
Two reproducible gotchas: the widget can't fetch live data (bake everything in), and the embed silently fails unless your site's URL is whitelisted in Allowed domains. Also, unpublishing an artifact is permanent — it can never be republished.
Then
Every post starts with a blank page and ten minutes of re-explaining your blog to Claude before any writing happens.
Have ready: Create a Project (the free plan includes five) and load its knowledge: your 10 best posts, a short style guide (what you always and never do), your topic backlog, and — if you use an SEO tool — a keyword export. Set the project instructions to 'draft-first, my voice, SEO-structured.'
Using the style guide and past posts in this project's knowledge, draft a 1,400-word post: "How long does sourdough starter really take?" Target reader: a first-time baker who tried once and gave up. Structure it for search: an H1 that matches the question, a direct two-to-three sentence answer at the top, H2s for the sub-questions people actually ask, an FAQ section, a meta description under 155 characters, and three title options. Match my voice from the samples — short paragraphs, first person, one dry joke maximum, no listicle filler. Where a claim needs a number or source, mark it [VERIFY] instead of guessing. End with two internal-link suggestions pointing to my existing posts in project knowledge. Then critique your draft against my style guide and revise once before showing me.
You get: A structured draft in your voice with the SEO scaffolding done, plus honest [VERIFY] flags where facts need checking — not confident guesses.
Claude can't see live search volumes, keyword difficulty, or rankings — asked directly, it will guess convincingly. Real numbers come from your SEO tool's exports; Claude supplies structure, briefs, and drafts.
Then
You've read your own homepage so many times you can no longer see the jargon, the buried call-to-action, or the About page still dated 2023.
Have ready: Paste the copy from your key pages (home, about, services, top three posts) into one chat. On WordPress.com, you can instead link the official WordPress.com connector (connectors need a paid Claude plan, and the WordPress.com side needs a paid plan with MCP enabled) and let Claude read the site itself.
You're a conversion copywriter auditing my blog's core pages. I've pasted my homepage, about page, and three most-read posts. Audit them as a first-time visitor: (1) Can you tell within five seconds who this site is for and what they get? (2) Flag jargon, filler, and sentences doing no work — quote them exactly. (3) Check every call-to-action: where it appears, whether it's specific, what's missing. (4) Note tone drift — where do I stop sounding like the same person? (5) Find outdated references: years, prices, dead projects, old job titles. Deliver a table with page, issue, severity, quoted text, and a suggested rewrite. Then give me the three highest-impact fixes if I only have one evening. Be blunt — polite feedback wastes both our time.
You get: A page-by-page issues table with exact quotes and suggested rewrites — the outside eye you can't be on your own site — in a single chat.
With the WordPress.com connector Claude can read real pages and save drafts — keep everything draft-first and review before anything goes live. Claude should never publish for you unreviewed.
Then
You asked Claude to 'generate a header image,' got a polite no, and the post still needs visuals by tomorrow.
Have ready: Nothing to upload — the describe-and-source workflow runs in plain chat. Optionally link the Canva connector (paid Claude plans) if you want Claude's directions turned into finished designs in your own Canva account.
I publish a post tomorrow: "A beginner's guide to backyard composting." You don't generate photos, so do every job around the image instead. (1) Write three detailed image-generation prompts I can paste into Midjourney or Canva — subject, composition, lighting, mood, 16:9, no text in the image. (2) Give me three search phrases each for Unsplash and Pexels likely to surface strong free photos, plus what to avoid (sterile stock smiles, obvious AI gloss). (3) Draw one simple SVG diagram of compost layering — browns, greens, moisture — as an artifact, in a green-and-cream palette that suits a warm gardening blog. (4) Write alt text and a one-line caption for all four visuals. Keep the set visually consistent, and tell me which single visual matters most if I only have time for one.
You get: A complete visual plan: paste-ready generator prompts, stock-search strategies, one genuinely usable SVG diagram, and accessibility-ready alt text — everything except the photograph itself.
Claude doesn't natively generate photos on any plan. It draws SVG diagrams and charts itself; photographs come from stock sites, an image generator you prompt, or the Canva connector doing the rendering.
Then
Deciding what to write eats the exact morning you set aside for writing it.
Have ready: A paid plan — scheduled tasks are paid-only and run in the cloud, laptop closed. In Cowork, type /schedule, then paste in your niche, 3–5 competitor or favorite sites, and your list of already-published topics.
Every Monday at 7am: I write [your blog] about [your niche] for [your audience]. Research what happened in this niche over the last 7 days — notable articles, discussions, product or policy changes — and check what these sites published: [your list]. Then give me a one-page briefing: (1) three post ideas ranked by fit for my audience and how thin the existing coverage is, each with a working title, a five-bullet outline, and the angle nobody is taking; (2) one older post of mine worth updating this week, and why; (3) two topics everyone else covered that I should skip, with reasons. Don't draft full posts — the briefing is the deliverable. If a claim from a source looks shaky, say so instead of repeating it.
You get: A one-page idea briefing waiting when you sit down Monday — ranked ideas with outlines and angles, not a wall of links.
Scheduled tasks run on Anthropic's servers on paid plans — no device needed — but a green run only means it ran, not that it ran well. Skim the run history for the first few weeks and tune the prompt.
Then
📣 Playbook
For the marketer who is also the analyst, the copywriter, and the reporting department — with honest labels on what Claude can't do.
Priya exports the Meta report every Monday, stares at forty columns, and writes the same three bullet points from gut feel.
Have ready: Export your campaign data from Meta Ads Manager or Google Ads as CSV or XLSX (spend, impressions, clicks, conversions — by campaign, ad set, and ad). Upload it as-is; messy is fine. Have your targets handy: goal ROAS or CPA, and how much budget you're allowed to move. Works on any plan, no connectors needed.
I run paid ads for a small e-commerce brand. Attached is our Q2 export from Meta Ads Manager with spend, impressions, clicks, and conversions by campaign, ad set, and ad. Context you need: target ROAS is 3x, new-customer lifetime value is roughly double the first order, and I can shift up to 30% of budget between campaigns next quarter. Analyze this like a senior performance marketer: which campaigns and audiences beat target, which quietly burned money, and where creative fatigue shows up in the week-by-week numbers. Then recommend a specific Q3 budget reallocation with expected impact. Deliver a short written summary I can paste to my boss, plus an Excel file with the supporting tables and charts. Grade your own analysis before you finish — if a recommendation isn't backed by a number in the export, cut it.
You get: A winners-and-losers breakdown grounded in your actual numbers, a budget reallocation plan with the reasoning shown, and a downloadable Excel workbook — the analysis an agency would wrap in a deck.
Claude analyzes the export you give it — it can't log into Ads Manager itself, and there's no official Meta or Google Ads connector in Claude's directory today. The CSV is the honest bridge, and for most accounts it's plenty.
Then
Every week, the same 45 minutes rebuilding the same four charts in a spreadsheet nobody opens.
Have ready: One week's export (CSV) from your ad platform. Build it once in a chat you'll keep coming back to — or inside a Project so it's easy to find. Building and using the artifact works on the free plan.
Here's this week's export from our ad account (CSV attached). Build me an interactive dashboard artifact: a top row of four KPI tiles — Total Spend, CPA, ROAS, Conversions — each showing change vs the prior period. Below that, a spend-versus-return chart by campaign, and a table of the five best and five worst ads by CPA. Design it clean and calm, like a well-set report page, not a cockpit — no neon gradients. Bake this week's numbers directly into the artifact. Every week I'll paste the new export into this same conversation and say "refresh" — when I do, keep the layout exactly the same and update only the numbers and the week-over-week deltas.
You get: A dashboard that looks like a BI tool made it, refreshed each week with a thirty-second paste ritual — the layout persists, only the numbers change.
Artifacts can't fetch the web or your ad accounts — data gets in by pasting or uploading. True auto-refreshing dashboards exist only as Live Artifacts in Cowork on the desktop app (paid plans, personal-use, not shareable yet).
Then
You need ten fresh hooks by Thursday and the third rewrite of the same idea is starting to show.
Have ready: Create a Project called 'Ad Creative.' Load the knowledge base with your brand voice doc, your ICP notes, and your five to ten best-performing ads with their numbers attached. Free plan includes five Projects.
Using this Project's knowledge — our brand voice, our ICP, and the winning ads with their performance numbers — build a creative test matrix for our spring launch campaign. I want 10 hooks across 3 distinct angles (pain-led, proof-led, curiosity-led), each written at platform length for Meta primary text plus a six-word headline version. For every variant, add one line of hypothesis: what it tests and why our past winners suggest it could work. Lay it out as a table I can drop straight into our test plan. Then critique your own matrix: kill any two variants that are really the same idea in different clothes and replace them with something genuinely different.
You get: A ready-to-launch test matrix with hypotheses attached, not just copy — and because it lives in a Project, next month's batch starts from everything Claude already knows about what worked.
Claude designs the test and reads the results afterward — Meta or Google's split-testing infrastructure is what actually runs it.
Then
The personas on the wall were invented in a 2023 workshop, and nobody has believed 'Marketing Mary' since.
Have ready: Gather the raw evidence as files: sales call notes, support ticket exports, survey results, scraped reviews. Upload them to one chat — or to a Project if this becomes ongoing research.
I'm rebuilding our customer personas from primary evidence, not assumptions. Attached: six months of support tickets, our post-purchase survey export, and notes from twenty sales calls. Cluster actual behavior and language into three or four personas. For each one: who they are, what job they're hiring us for, their exact words (quote the files directly), where they get stuck, and what would make them leave. Flag anything in the data that contradicts our current assumptions — that's the most valuable part. Present it as an interactive artifact I can click through persona by persona, with a journey map and the real quotes pinned to each stage. If the evidence only supports two personas, give me two — don't invent a third to make it feel complete.
You get: Personas with receipts — every claim traceable to a quote from a real ticket, survey, or call, in a clickable artifact your team can actually explore instead of laminate.
Echo-chamber warning: personas built only from existing customers describe the people you already won. Add lost-deal notes and churned-customer feedback for who you're missing — and refresh the files periodically, or the personas quietly go stale.
Then
Rahul's competitor tracking system is four browser tabs and a guilty conscience.
Have ready: Requires a paid plan. In Cowork, type /schedule and set it for Monday mornings. Have your list ready: three to five competitors, plus the keywords and category topics you care about.
Every Monday at 7am, research what changed last week for these competitors: [Competitor A], [Competitor B], [Competitor C]. Check their websites for pricing and product changes, search news and recent coverage for launches, funding, or leadership moves, and scan public conversations — Reddit threads, review sites — for shifts in how customers talk about them. Also flag notable movement on our category topics: [topics]. Write it as a five-minute briefing: what changed, why it matters to us, and one suggested response for each item, with source links so I can verify. If nothing meaningful happened, say so in two lines — don't pad. Leave the briefing as a document I'll find with my coffee.
You get: A cited weekly intel brief waiting every Monday — the research-report layer of a paid intelligence subscription, without the subscription. It runs in the cloud, even with your laptop closed.
Honest limits: web search reads the public web — it can't do geolocated keyword rank tracking or firehose social listening. If SERP positions pay your bills, keep the SEO tool; Ahrefs and Similarweb have official connectors Claude can read from, so it replaces the reporting layer, not the data.
Then
Every new chat starts with pasting the same brand doc, and half the output still comes back in someone else's voice.
Have ready: Have your brand guidelines within reach: hex codes, fonts, logo rules, voice and tone notes, banned phrases. Enable code execution under Settings > Capabilities. Anthropic's built-in skills run on every plan, but creating a custom skill like this one needs a paid plan (Pro or higher).
I want to create a skill for my brand guidelines. Interview me about everything you'd need to apply them without being reminded: our color palette (I'll give you hex codes), typography, logo usage, voice and tone rules — including words we never use — and how all of it differs between ads, emails, landing pages, and decks. Then build the skill so that any time I ask for a deliverable, you automatically write and design it on-brand, and you flag anything that breaks a rule instead of silently shipping it. Before you finish, test your own work: generate a sample ad and a sample slide, grade them against the guidelines, and fix whatever misses.
You get: A reusable skill that fires on its own — every future deck, doc, and draft comes out in your colors and your voice, in chat and Cowork alike, without pasting the brand doc ever again.
The skill governs what Claude produces going forward — it won't retro-fix old assets. Auditing a folder of existing creative against your guidelines is a Cowork job on a paid plan.
Then
🤝 Playbook
Six recipes that hand the research, the prep, and the follow-up admin to Claude — so your selling hours are actually spent selling.
You have a first call with a company you know nothing about, and their About page isn't going to cut it.
Have ready: No files needed. Toggle on Research for the deep, cited version (paid plans); plain web search handles a lighter pass on Free.
You're my sales research analyst. I'm an account executive selling [your product] and I have a first call with [company] next week. Build me an account brief I can absorb in ten minutes: what the company does and who they sell to, headcount and any recent funding or leadership changes, news from the last six months, tools or vendors they publicly use, and three plausible business pains our product could map to. Cite your sources so I can verify anything I quote out loud. Then present it as a clean one-page artifact — company snapshot at the top, "why now" signals in the middle, suggested discovery questions at the bottom. Before you hand it over, grade the brief against "would a VP of Sales find this credible?" and rewrite anything that reads as generic filler.
You get: A cited research run plus a scannable one-page brief — snapshot, buying signals, and discovery questions grounded in real news instead of boilerplate.
Claude does the web research in the chat, then renders the brief. The artifact itself can't fetch the web — to refresh it, ask Claude to update it.
Then
Dev has five external calls tomorrow, and the context lives across HubSpot, his calendar, and his memory.
Have ready: Link the Google Calendar and HubSpot connectors (Settings > Connectors — both are in the official directory; connectors need a paid Claude plan). You'll need your own HubSpot account.
You're my chief of staff. Look at my Google Calendar for tomorrow and find every external meeting. For each one, pull the matching contact and deal from HubSpot — stage, amount, last activity, and any notes — then search the web for news about their company from the past month. Give me one brief per meeting: who I'm meeting and their role, where the deal stands, what happened last time we talked, one relevant piece of recent news, and the single most important thing to accomplish on this call. Flag any meeting where the CRM record is thin or the deal has been silent for more than 21 days. Keep each brief under 150 words — I'll be reading these between calls, not at a desk.
You get: One tight brief per meeting, combining live CRM state with fresh news — the prep you'd do yourself if the day had three more hours in it.
The HubSpot connector reads and writes — Claude can log notes back to the record, and you approve each write before it happens.
Then
The call went great — and then the follow-up email sat in your head for three days, losing all its warmth.
Have ready: Paste your raw call notes. Optional: link the Fireflies connector if you record calls, and Gmail if you want the draft waiting in your drafts folder (connectors need a paid Claude plan).
You're my deal-savvy sales assistant. Here are my raw notes from today's call with [name] at [company]: [paste notes]. Draft the follow-up email. Structure: one line of genuine specificity about the conversation (not "great chatting"), a three-bullet recap of what we agreed, the one resource I promised, and a clear next step with a proposed date. Tone: warm, direct, zero filler — a good rep who respects their reader's inbox. Under 150 words. Then write a second, shorter version my champion can forward to their boss — that one has to survive being read in six seconds. If my Gmail is connected, save the first version as a draft so it's ready when I am.
You get: Two ready drafts — the follow-up and a forwardable exec version — minutes after the call, while the details are still warm.
Claude drafts, you send. With the Gmail connector it saves to your drafts folder — it never sends an email itself.
Then
Every proposal starts as a copy of the last one, which was a copy of the one before, and the pricing table is from 2024.
Have ready: Create a Project called Proposals. Upload your 3–5 best past proposals, the current pricing sheet, two or three case studies, and a one-pager on your ideal customer. Free plan includes 5 Projects; files up to 30 MB each.
Using the past proposals and pricing in this Project as your model for structure and voice, draft a proposal for [company] — [a paragraph of deal context: what they need, deal size, timeline, who's deciding]. Follow our standard arc: executive summary written in their language (their problem, not our product), proposed solution mapped to the three pains from discovery, implementation timeline, pricing pulled from the current sheet only, and the most relevant case study from the Project knowledge. Match the tone of our past winners — confident, concrete, no adjectives doing work the numbers should do. Deliver it as a formatted Word document. Before you hand it over, grade it against our best past proposal and rewrite the weakest section.
You get: A first draft in your house style with current pricing and the right case study — the 80% version in minutes, so your hour goes into the 20% that wins the deal.
The slide follow-up exports as a real editable .pptx on every plan, including Free.
Then
You only discover your answer to 'we're happy with our current vendor' is weak when it's live and the deal is on the line.
Have ready: Nothing required — works on any plan, including Free. Optional: paste your battle cards or top objections so your sparring partner fights with real ammunition.
Roleplay with me. You are the CFO of a 150-person logistics company evaluating [your product] at [price]. You're skeptical, budget-conscious, and you've been burned before by a tool that promised ROI and delivered a login screen. Your real objections: the price versus your current spreadsheet workflow, the integration effort, and "why now." Stay in character — push back hard, answer weak responses with sharper follow-up questions, and don't soften just because I flounder. We'll go ten exchanges. Then break character and grade me: which of my responses would have actually moved a real CFO, which were filler, and what is the one reframe I should practice this week? Be blunt — a kind score sheet teaches me nothing.
You get: A sparring partner who never gets bored or polite, plus an honest scorecard of where your answers held and where they folded — before it costs you a deal.
Then
Priya runs the Monday pipeline meeting off a HubSpot view she frantically eyeballs at 8:47.
Have ready: Paid plan (scheduled tasks are paid-only). Link the HubSpot connector, then type /schedule in Cowork and set Mondays at 7am. It runs in the cloud — fires even with your laptop closed.
Every Monday at 7am, review my HubSpot pipeline and write my meeting memo. Pull all open deals: group them by stage with totals, then flag the three things I always miss — deals with no activity in 14+ days, deals past their expected close date, and deals missing a next step. Compare total pipeline to last week and say plainly whether coverage is up or down, and why. Close with three recommended actions for the week, ranked by revenue at stake. Format it as a one-page memo I can read before the 9am meeting: numbers first, narrative second, no pep talk. If anything looks like a data problem rather than a deal problem — a $0 amount, a close date in the past — call that out in its own section.
You get: The pipeline memo waiting when you sit down Monday — stalled deals flagged, coverage math done, and a ranked to-do list instead of a frantic scroll through the CRM.
No HubSpot connector? Export your deals to CSV on Monday morning and upload it — the same prompt works in a plain chat, you just press the button yourself.
Then
An independent course by Beginners in AI. Not affiliated with, endorsed by, or sponsored by Anthropic. Claude is a trademark of Anthropic, PBC.