I automate your recurring workflows with Claude.
Together, we automate one real workflow from your business. Along the way, I teach you how to use Claude so you can understand, rerun, and improve each workflow yourself.
We start with what you already do.
You show me a task that comes up every week. Together, we turn it into a clear, testable, reusable workflow.
- 01Listen
I look at the real workflow, the tools, and the exceptions.
- 02Build
We create the skill and connect the services you need.
- 03Test
We start with a real case, with your approval.
- 04Hand over
You know how to rerun, review, and improve the workflow.
The skill is at the heart of the workflow.
A skill is a text file that tells the AI how to run your workflow. It describes the steps, the sources to consult, the decisions to make, and the boundaries to respect.
We structure it together using your business knowledge and the exceptions you encounter in real life. You can then review it, share it with your team, and improve it, whether you use Claude or another AI assistant.
The goal is to build a collection of skills for your day-to-day tasks that your whole company can reuse.
Works with the tools you already use.
We connect only the services your workflow needs. Claude can read the right sources, cross-check the information, and prepare the next action.
You stay in control.
I start with read-only access. Claude gathers the information, flags uncertainty, and prepares the next actions. You decide what it can change, send, or automate.
- No password or token goes into a prompt or shared file.
- Emails, payments, and sensitive data remain subject to your approval.
A few examples of what you can automate.
These are concrete starting points. We build each automation around your tools, your rules, and the way you work.
Track quotes, invoices, and payments
Claude reads the tracking spreadsheet, finds the related Gmail conversations, and prepares a list of invoices to create, send, or follow up on. You approve every update.
Keep the CRM up to date after every interaction
Claude finds the latest emails and call notes, links them to the right client, and prepares the notes, fields, and next actions to add to the CRM. Nothing is saved until you approve it.
Prepare customer support replies
Claude sorts the requests, finds the approved answer, and writes a draft. Ambiguous cases stay in a separate queue for your team to decide.
Organize a meeting or webinar
Claude gets the information from the spreadsheet, checks availability, and prepares the emails, invitations, and follow-ups. You keep final approval before anything is sent.
Do you have a more complex workflow to automate?
These four cases are only examples. Your workflow can involve more tools, steps, or exceptions. We can structure and automate it together while keeping the important approvals under your control.
Hands-on support at your pace.
We work from your current level, your tools, and one real workflow. We can meet more or less often as your project evolves.
You stay at the keyboard. I help you understand what Claude does, why it does it, and how to fix the workflow when your needs change.
What a session looks like
We work together, live. You see every step and leave with everything you need to do it again.
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Call and screen sharing
We start with your real workflow and your tools.
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The same editor
We write and test together in the same environment.
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Hands-on setup if needed
With your permission, I configure access and test the connectors on your computer.
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Recording and guide
After each session, you receive the recording and a detailed summary of what we did.
What we build stays portable.
The workflows, business rules, exceptions, and approvals we document are not locked into one tool in the Claude ecosystem. You can reuse and adapt them later with another AI assistant.
We start with two 2-hour sessions.
The first session helps us understand your workflow and connect the right sources. During the second, we build the first skill and test it on a real case.
Let’s talk it through.Book a 15-minute call to talk through your needs.
Book a call