You did not start a business to spend your week chasing invoices.
Anthropic launched 15 ready-to-run workflows connected to the tools your business already runs on: QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace and Microsoft 365. Claude for Small Business is available through Claude Cowork on qualifying paid Claude plans. Existing third-party software subscriptions and Claude usage limits still apply.
ready-to-run workflows across finance, sales and operations. Launched May 13, 2026. Included at no extra charge with a qualifying Claude Pro, Max or Team plan.
average owner time to configure a single workflow without help. TrueNorth gets one workflow running correctly in 5 business days.
incremental platform cost. Claude for Small Business runs on your existing Claude Pro, Max or Team subscription. Our fee covers setup and configuration only.
Claude for Small Business launched May 13, 2026 as a plugin inside Claude Cowork. 15 agentic workflows, 15 reusable Skills and connectors to 8 business tools. Claude reads, drafts and waits for your approval before anything sends, posts or pays.
As a member of the Claude Partner Network, we are trained and skilled at deploying and configuring the workflows for your business, your data sources, terms and voice. Making Claude for Small Business specific to your needs.
Start with your biggest pain. Build from there.
We recommend starting with one workflow, running it for two weeks, and then adding the next. The Setup and Go engagement gets your first workflow configured and running in five business days.
Invoice Chaser and Month-End Close
Claude reads open invoices from QuickBooks, checks payment status against PayPal, drafts follow-up messages at configured intervals and routes to you for approval before anything sends. The month-end close workflow pulls transaction data from QuickBooks and PayPal, flags reconciliation items and drafts the summary your accountant needs.
Lead Triage and Pipeline Commentary
Claude reads your HubSpot CRM, scores and segments leads, flags stalled deals and drafts outreach sequences for your review. The campaign analysis workflow reads HubSpot attribution data and surfaces what is working and what is not. You see the draft before anything goes to a contact.
Contract Review and Docusign Follow-Through
Claude reads incoming contracts through the Docusign integration, flags clauses by risk level and drafts a plain-English summary before you or your attorney reviews. The Docusign follow-through workflow tracks document status, chases stalled signatures and surfaces contracts nearing expiry.
Canva Asset Generation and Content Calendar
You provide the brief. Claude generates fully editable, on-brand Canva assets for your campaign. The content strategist workflow reads your existing content and business context, drafts a content calendar and surfaces topic recommendations. Both require your approval before any asset is published or shared.
Claude works inside the tools you already pay for.
No new platform. No data migration. Claude connects to your existing tools via Anthropic’s native connectors. TrueNorth configures the connections and ensures your data stays within your authorized access boundary.
Intuit QuickBooks
Payroll, close, reconciliation, cash-flow
PayPal
Settlements, invoicing, disputes, refunds
HubSpot
Lead triage, pipeline, campaign attribution
Canva
Asset generation, brand content, publishing
Docusign
Contract routing, signature tracking, filing
Google Workspace
Calendar, Docs, Gmail tasks and scheduling.
Microsoft 365
Outlook, Teams, Word, Excel workflows
Slack
Notifications and approval routing
One workflow running correctly within five days. Build from there.
Every engagement ends with you running the workflow yourself, not depending on us to run it for you. We build it, configure it, hand it over and remain available as your business changes.
Setup and Go
$2,500
to $4,500
1 week / fixed fee
- Claude Cowork setup and all relevant connectors authorized
- One workflow configured for your specific business
- Business-specific Skills: your voice, your payment terms, your rules
- Approval gates set up so Claude never acts without your sign-off
- Owner handover: you run it yourself by day 6
- Next-workflow roadmap delivered at handover
Full Operations Setup
$6,500
to $9,500
2 to 3 weeks / fixed fee
- Everything in Setup and Go
- Three workflows across finance, sales and operations
- All relevant connectors integrated and tested
- Full Skills library for the business
- 30-day check-in call included
Skills Maintenance
$500
to $1,200/mo
Monthly retainer
- Skills updates as your business changes
- New connector setup as Anthropic ships them
- Monthly 30-minute check-in call
- New workflow configuration as new pain points emerge
Questions small business owners ask before they start.
“Can’t I just configure this myself? It looks straightforward.”
You can, and we encourage trying it first. The toggle is easy. What is not easy is configuring the workflow correctly for your specific business so it works reliably: your payment terms, your tone, your escalation rules. Most owners who set it up themselves spend six to ten hours over two to three weeks to reach the same outcome. We get you there in five days, set up correctly from the start.
“Why would I pay for setup if the workflows are included with my Claude plan?”
The workflows are included with qualifying paid Claude plans, but they still need to be connected, configured and tested against your systems and business rules. The Setup and Go fee covers that work and gets your first workflow running correctly within five business days. Existing third-party subscriptions and Claude usage limits still apply.
“I am worried Claude will send something to a customer without me approving it.”
That is exactly the right concern and it is the first thing we configure. Claude reads, drafts and waits. It does not send, post or pay without your explicit approval. We also follow the recommended sequence: start with read-only workflows first, prove Claude understands your data correctly, then move to approval-gated actions. You watch every approval for the first week. You decide what to automate from there.
“My accountant handles my books. Will this cause problems?”
We bring your accountant into the finance workflows from day one. The month-end close and tax-season organizer are designed to produce the summary your accountant needs, in the format they prefer. In practice, accountants spend less time on data gathering and more time on advice. We recommend a short call with your accountant during configuration week so the workflow matches how they work.
TrueNorth Group is a member of the Anthropic Claude Partner Network.
One scoping call. One workflow running by Friday.
You do not need a consulting engagement. You need one workflow configured correctly for your business, running this week, with you in control of every approval. That is exactly what Setup and Go delivers.
Four things you walk away with
The right first workflow
On the scoping call we tell you which of the 15 workflows pays back fastest for your specific business, and why.
Configured for your business
Your voice, your payment terms, your escalation rules and your approval gates. Not a generic template.
You in control
Claude reads, drafts and waits. Nothing sends, posts or pays without your sign-off. You watch every approval in week one.
Handover by day six
You run it yourself, with a roadmap for workflow two in hand and us on call if anything looks wrong.
Fixed fee · 5 business days · running before the week is out
$2,500 to $4,500
What happens when you book
- We schedule a 30-minute scoping call within two business days. We identify your highest-pain workflow on that call.
- You receive a fixed-fee confirmation the same day. No proposal documents, no waiting.
- Setup week runs Monday to Friday: connectors authorized, workflow configured, tested with you, and handed over by day six.
Prefer to talk it through first? Speak to a specialist