Guide · October 2026
How to set up Claude for your business
Seven steps, in the order we run them with clients. Each one builds on the last.
1. Choose the right plan
Use a business plan on your business email, not a personal account. Business plans do not train on your data and let you manage access per person. Check Anthropic's current plans for what each includes. Unsure which one? Read which Claude plan a business needs.
2. Write the business brief
Before anything else, write down who you are, what you sell, who your customers are, how you speak, and what the rules are. Claude reads this every time. Most of the value of a setup is in this document.
3. Connect your tools
Email, calendar, files, CRM. Start with email and calendar, they carry most of the admin.
4. Pick three workflows
Not thirty. Inbox triage, meeting follow-ups and one weekly report is a strong first set.
5. Build the review habit
Claude drafts, a human reviews, for the first few weeks. Then let the proven ones run.
6. Add scheduled work
Once a workflow is trusted, put it on a timer. See Claude scheduled tasks and dashboards for the routines worth scheduling.
7. Keep the brief current
When the business changes, update the brief the same week.
Rather have it done for you?
That is our Claude Setup service. Read how we work, or get to know the building blocks in Claude projects, skills, connectors and memory explained.