Specific processes I automate regularly, step by step: what gets done by hand today, what it looks like afterwards and which tools are involved.
Claude · Claude skills · Google Drive or SharePoint
When each person writes their own prompts, results vary and nobody can improve them. Claude skills package a process, with its instructions, templates and examples, so the whole team runs it the same way.
Claude · Gmail or Outlook · HubSpot or Pipedrive · Slack
Enquiries arrive by email, web form and forwarded messages, and someone types them into the CRM when they have time. Claude reads each one, creates or updates the contact and deal, and alerts the right person.
Claude · Gmail or Outlook · Google Sheets · ERP or internal back office · Slack
Back office teams spend their days moving documents and data between email, spreadsheets and internal tools. Claude agents take over the routine steps and hand people only the cases that need judgement.
Zendesk · Claude · Shopify or your CRM
Instead of an agent sorting the queue every morning, Claude reads each new ticket, fills in reason, priority and language, adds order or account data and lets your triggers route it.
Zendesk · Slack · Google Sheets · Claude
Important tickets reach the right Slack channel with a three-line summary, and the incident log in Google Sheets updates itself. Your support team stops being the glue between tools.
Claude · Gmail or Outlook · Google Drive · ERP or accounting software · Google Sheets
Supplier invoices arrive by email as PDFs and someone keys them in line by line. Claude reads them, extracts and checks the data, and leaves a draft in your accounting system for a person to approve.
Walk me through it on a 30-minute call. I'll tell you whether it can be automated, how much time it would save and where I'd start. No strings attached.