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Master 80% of Claude for Small Business in 19 Minutes — Transcript

by Thaddeus Demeke · 4,485 words · 639 segments · language en · Watch on YouTube

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0:00So, Anthropic just released Claude for
0:02small business. It's their new free
0:03plugin that includes 15 AI workflows
0:05across areas like finance, operations,
0:08and marketing. Honestly, this is a gold
0:10mine for finally automating repetitive
0:11work. Before this plug-in was released,
0:13it was pretty difficult for the average
0:15small business owner to build effective
0:17workflows in Claude. But because this
0:18plug-in was specifically designed for
0:20small business use cases, it's super
0:22valuable right out of the box. So, in
0:24this video, I'll break down what the
0:26small business plug-in is, how to set it
0:27up, then we'll rapid fire through 13
0:29tactics to make sure you're getting the
0:31most out of it. I'm Thaddius. I'm a
0:32former senior data scientist and the
0:34founder of Elevate. We build AI systems
0:36for small businesses every day. And
0:37every week, I break down what works here
0:39so you can use AI better in your own
0:41work, even if you don't have a technical
0:43background. Let's get into it. First,
0:44let's go over what Cloud plugins are and
0:46why everyone's freaking out about them.
0:48To put this in perspective, when
0:50Anthropic released Cloud Co-work, the
0:51app these plugins run inside, investors
0:54in Wall Street were really shook and
0:56started moving their investments. In
0:57February 2026, a single AI release wiped
1:00out about $300 billion in software stock
1:03value. In a matter of days, people
1:05started calling this selloff a SAS
1:07apocalypse. Anthropic's own CEO, the
1:09makers of Claude, even said this at a
1:11recent JP Morgan event. I don't know
1:13what will happen to the current cohort
1:14of SAS companies. The situation is
1:16highly uncertain. It is very possible
1:17that some of them will lose value, go
1:19bankrupt. It all depends on their
1:21response. All that to say, these plugins
1:23are really powerful and it's still
1:24early. So now is definitely the right
1:26time to really jump in and take
1:28advantage. So let's break down what
1:29Cloud plugins actually are because there
1:31are three pieces working together here.
1:33A skill, a connector, and a plug-in. I
1:35know there are a ton of new releases in
1:37the AI space each week, but these three
1:39concepts are very important because
1:41these are the standard building blocks
1:42that every AI company is now adopting.
1:45So, I want you to actually understand
1:46what each of these is doing. Because
1:48understanding these building blocks is
1:50going to help you use AI better than the
1:51majority of businesses. And once you
1:53understand how these three fit together,
1:55the rest of this video is going to make
1:56a lot more sense. So, first, let's talk
1:58about skill. If you've seen The Matrix,
2:01you already understand skill. That's the
2:02scene where Neo just plugs into a
2:04computer and instantly downloads the
2:06ability to do kung fu into his brain. In
2:08the movie, he just opens his eyes and
2:10says, "I know kung fu." It's like if you
2:12were able to transport a skill or
2:14ability from one person to another in an
2:16instant. This comparison, by the way, is
2:18so on point that even a product manager
2:20at Anthropic shared that this is his
2:22favorite analogy to understand how
2:24skills work. Now, what does this exactly
2:26look like in a small business? Well, you
2:28might have a specific way that you like
2:30to do your financial monthly reporting,
2:31the exact order you want to see your
2:33metrics, your favorite visualizations or
2:35charts, or just your built-up intuition
2:37on what numbers look like, good, bad, or
2:40incredible. Well, what if you were able
2:42to instantly give a new member of your
2:43team all of that expertise and knowledge
2:45that you've built up and they were able
2:47to execute that task just like you every
2:49time? That's what skills allows you to
2:51do. It's a task you teach Claude once
2:53and then from then on, it just knows how
2:55to do it and it does it the same way
2:56every time. Normally, you chat back and
2:58forth with Claude to do multi-step
3:00workflows, but now you can just select
3:02the correct skill and then the entire
3:03thing runs even if you have 5, 10, 15
3:06steps in a workflow. Now, let's break
3:08down connectors. Okay, let's just
3:10imagine for a second that Neo said to do
3:12kung fu he needed nunchucks. And I know
3:14that doesn't actually happen in the
3:16movie, but let's just go along with
3:17this. Knowing how to fight is one thing.
3:19Having access to the tool that you need
3:21to fight is a different thing. The
3:23nunchucks are the connectors in this
3:25example. It's the tool that he needs to
3:26do the job in that moment. So, here's
3:28what that looks like in a small
3:30business. If you ask a new team member
3:31to do the monthly finance reporting, the
3:33tool that they're going to need access
3:34to could be QuickBooks. So there's
3:36really no use in giving them the skills
3:38or ability to do the financial reporting
3:40unless you're also giving them access to
3:42QuickBooks where your financial data is.
3:44This problem is exactly what plugins
3:46solve. A plug-in bundles together the
3:48ability and the tools to do a job in one
3:50package. And that's the really the whole
3:52reason that this entire plugin exists as
3:54one install instead of 15 different
3:56skills that you download. Enthropic
3:58already did the work of pairing every
4:00skill with the exact connectors that it
4:01needs. So it's very easy to just share
4:04this with any small business. All right,
4:05let's set up the Cloud for Small
4:07Business plug-in. There are only two
4:08things to do and this whole thing will
4:10just take 5 minutes. First, install it.
4:12Open up the Cloud desktop app. And if
4:14you've only ever used Cloud in the
4:15browser, this is the app to download.
4:16Then go to customize, browse plugins,
4:19and then search small business. Go ahead
4:21and click install. Second, connect your
4:23apps because every skill in this plug-in
4:25works through these app. To start off,
4:26they have QuickBooks, PayPal, HubSpot,
4:29Canva, Docu Sign, Google, and Microsoft
4:31with more coming soon. But just turn on
4:33whatever you use most for now. And if
4:35you're connecting anything sensitive
4:36like your QuickBooks, there's one
4:37privacy setting that I would flip on
4:39first. So, we're going to cover that in
4:41tactic number three. All right. Now that
4:42you're set up, let's make sure you get
4:43the most out of it. Here are the 13
4:45tactics. Tactic number one, find the
4:47best workflows to automate. A lot of
4:48what I hear from small businesses is
4:50that they try to use Cloud Code or
4:51Zapier and it kept breaking and the
4:53output was bad. So, then they just gave
4:55up on automating workflows. If you
4:57choose the wrong workflow, you're
4:58already at a huge disadvantage because
5:00not everything is meant for AI
5:01automation. So, here's the simple
5:03framework that instantly tells you what
5:05your best AI use cases are and builds
5:07you a simple AI roadmap. It's called the
5:09AI opportunity zone. And to make it
5:11easy, I turned this entire framework
5:12into just a prompt here. So, you can go
5:14ahead and copy and paste this into your
5:16cloud. It'll ask you a couple questions
5:17and then give you back the best use
5:19cases for your work. So, make sure you
5:21go ahead and screenshot or copy them.
5:22There are three qualities that your
5:24workflow needs in order to be a good
5:26candidate for AI automation. High
5:28friction. Is this repetitive or
5:29annoying? High value. Is this tied to
5:31money, client work, or any outcomes that
5:34matter for your business? And then
5:35feasible. Can this actually be broken
5:37down into a clear set of steps for AI to
5:40follow? For most small business owners,
5:41that ends up being something related to
5:43sales or marketing. Things like chasing
5:45invoices, following up with leads, or
5:47creating content that allows you to get
5:49more customers. So, once you found your
5:50top few workflows, you can compare these
5:52against the included skills in the small
5:54business plug-in and then choose the
5:56ones that align best with your use
5:58cases. Everything about trying to use AI
6:00better is going to be much easier when
6:01you just start in the right place.
6:03Tactic two, make your skills
6:05automatically self-improve. Honestly,
6:07social media videos make setting up AI
6:09workflows for your business way easier
6:12than they actually are. If you just use
6:13generic skills that are meant for
6:15everyone, then they're not going to be
6:16specific to how you work. Maybe the tone
6:19is off or misses details specific to how
6:22you like to run things. So, we need to
6:23adapt these skills to how we work. And
6:26that's where a self-improving loop comes
6:28in. Which, by the way, the idea of a
6:29self-improving loop is what all the tech
6:31and AI founders have been obsessed with
6:33recently because it is a very powerful
6:35concept. Now, don't make the mistake of
6:36trying to customize an entire skill at
6:38once. It's hard to know exactly how your
6:40process or reasoning is different from
6:42how these skills are set up. The easiest
6:44way to create a self-improving loop is
6:46to use what I call a close skill. Here's
6:48how it works. At the end of your work
6:50session in cloud co-worker code, you've
6:52probably given it a ton of feedback or
6:54revealed the way you like something done
6:56throughout your chat. So, this close
6:58skill is a skill that you run at the end
7:00of each of your session and you can
7:01trigger it in one of two ways. You can
7:03navigate with a slash and find the skill
7:05or you could just say you're done for
7:07the day or you want to wrap up and
7:08Claude will recognize what you mean and
7:10then run the closed skill. So, the first
7:12thing it does is read back through the
7:14entire session and then presents a
7:15summary of the session to me along with
7:17three questions. First, what did I get
7:19done? I tell it and that gets logged to
7:21my change log, which is a running
7:23history of what I got done. Second, what
7:25did I decide and why? And this is the
7:27important part. By default, Claude can
7:29see the files you've created or edited,
7:31but it can't see why you made the call
7:33unless you specifically tell it. The
7:35voice over of the reason behind your
7:37actions is what really teaches Claude
7:39how to do your work. And if you think
7:40about it, this is how your colleagues or
7:42employees work. Also, you don't just
7:44give them a step by step. You tell them
7:46the steps and also why you're performing
7:48each of those steps. That's how you
7:50really transfer your expertise. Third,
7:52did anything change about how I work? Is
7:54there a new rule or a new preference
7:55that I discussed? Claude then updates
7:57any skills or instructions that it needs
7:59from your feedback. Self-improving loops
8:01are the difference between AI that just
8:03creates more admin work for you and then
8:05AI that can actually eliminate
8:07repetitive work and free up your time
8:09and energy. Tactic number three, don't
8:11train AI on your sensitive data. This is
8:13an important one and I don't see anyone
8:14really talking about it. So, if you care
8:16about data privacy, you're going to want
8:18to pay attention to this one. On pro and
8:19max plans, so not Team or Enterprise,
8:21Anthropic may use your chats to help
8:23improve Claude. And this setting is on
8:25by default. Most people don't know that
8:27this toggle is there. Now, to be fair,
8:29the raw data a connector pulls in, like
8:31your QuickBooks numbers, aren't
8:33automatically sent to Enthropic to train
8:35on. But if you're going back and forth
8:37in a chat and you mention any of these
8:39sensitive numbers, that information
8:41could be sent to Enthropic to train
8:42Claude. And honestly, in practice,
8:44you're going to paste these numbers and
8:46talk through your business, and it's
8:47really easy for sensitive data to just
8:49slip out in your chats. So, if you want
8:51to make sure none of that is used to
8:52train Claude, follow these steps. Go
8:54into your settings, go to privacy, turn
8:56off the toggle that says, "Help improve
8:58our AI models. Or if you're running on
9:00team or enterprise plans, this setting
9:02doesn't apply to you, so you're good."
9:04Tactic four, turn a one-time report into
9:06a live dashboard. Sometimes you have a
9:08workflow that you run often to monitor
9:10where you're at. For example, you might
9:12run the cash flow snapshot skill and see
9:14where your profit is month-to- date. If
9:16you catch yourself running a skill
9:17repeatedly to get business metrics, for
9:19example, you might be better off just
9:20turning that into a live dashboard. And
9:22Cloud Co's life artifacts is the easiest
9:24way to build this with just natural
9:26language. That's the dashboard that
9:28connects to your data and then refreshes
9:30every time you open it. So you can stop
9:31rerunning those same snapshot or
9:33reporting skills every week. And the
9:35same idea applies to almost any report
9:37that this plug-in produces. Things like
9:39a sales pipeline, a weekly op summary or
9:42a marketing performance recap or a
9:44dashboard of your content analytics.
9:46After you run the skill, just ask for a
9:48live artifact so that this becomes a
9:50dashboard. Then you're going to see a
9:51new dashboard created in your artifacts
9:53tab on the left and you can even pin it
9:55for easy access. Tactic five, redirect
9:58skills to your actual tool stack. Here's
10:00something most people don't realize when
10:02they first install the Claude for small
10:03business plugin. These skills are
10:05unlocked to the exact tool they're named
10:07after. There are instructions that
10:08Claude could read and then apply to any
10:10app. For example, let's say the plug-in
10:12connects to HubSpot, but you don't use
10:14HubSpot. These skills could still be
10:16really valuable. You could have Claude
10:18read that skill and then adapt it to
10:20whatever CRM you actually use instead.
10:22Most of these tools do the same handful
10:24of things under the hood, so Claude can
10:26usually retarget it without much
10:28trouble. And plenty of CRM have MCP
10:30servers, which stands for model context
10:32protocol, which is basically just a
10:34standardized way for any AI tool to
10:36connect into Cloud. So, if you want to
10:37do this, here's the workflow. Let's say
10:39you use the Relatable CRM instead of
10:42HubSpot, but you're interested in the
10:43HubSpot skilled. Once you make sure
10:45Relatable has their own MCP, which I
10:48checked and they do, you would connect
10:49it to Claude by using Claude's
10:51connectors and adding a custom MCP and
10:53then grabbing the MCP URL from Relatable
10:56setup guide. Then go ahead and add
10:57whatever HubSpot skill you were
10:59interested in and tell Claude the
11:01following prompt. I have the following
11:02skill file meant for HubSpot, but I use
11:04Relatable as my CRM. Rebuild the same
11:07workflow and adapt this skill to work
11:08with a relatable MCP. Cloud will then
11:11guide you from there and a few minutes
11:12later you should have a working scale.
11:14Tactic six, build your own mini software
11:16tools. And if you don't want a big CRM
11:18or SAS tool at all, that's also fine.
11:21You can have Cloud build you a much
11:22simpler version that's actually tailored
11:24to only the features you want. Say you
11:26just want to see your sales pipeline as
11:27a bar chart and then a dashboard of the
11:29leads you need to follow up with and
11:31nothing else. All you need to do is
11:32describe exactly that hand claw or one
11:35of these skills as a reference of what a
11:36good version looks like and then it'll
11:38build a stripped down version right
11:40inside tools like notion, air table or
11:42even Google Sheets that's shaped
11:44specifically for the use case you're
11:45looking for. I personally tested three
11:47different task tracking tools that
11:49integrated with AI, but honestly I found
11:51that all of the tools had way too many
11:53features that I would never really
11:54touch. So, I just told Claude the
11:56exactly the user experience that I was
11:58looking for. And then it just helped me
11:59build my own custom project and task
12:01management system in Notion, which by
12:03the way, I can just update through
12:04Cloud. So, I rarely ever even open
12:06Notion. And by the way, I made that
12:08Notion template completely free in the
12:10AI workflows academy. So, you can grab
12:12that at the link below. So, I was
12:14personally able to cancel some
12:15subscriptions. And maybe this is
12:17evidence for the SAS apocalypse. I don't
12:19know. But I'm saving money. So, in
12:21summary, you can adapt these skills to
12:22your tools or use them as a blueprint to
12:25build your own custom systems like I
12:27did. Tactic seven, chain your skills
12:28into one compound workflow. Each skill
12:31in this plugin is its own block. It does
12:33one specific job, but they don't have to
12:35sit there waiting on you to trigger the
12:37next one. Here's what this could look
12:38like. Say your cash flow snapshot runs
12:40every week. If it comes back down more
12:42than 10% from last month, that alone
12:44could kick off a workflow that checks in
12:46with your content and sales and sees
12:48what the performance is. Then a separate
12:50strategy skill can look at both of those
12:52outputs and then decide what's likely
12:54driving the drop. And instead of you
12:55digging through three different reports,
12:57it could just send you a short brief in
12:59Slack and say, "Here's the issue and
13:01here's what I would recommend doing
13:02about it." So notice what you didn't
13:04have to do. You didn't have to check the
13:05snapshot. You didn't have to go around
13:07clicking different dashboards and
13:08looking for your content and sales and
13:10trying to diagnose the problem. The
13:12repetitive work was done and then you
13:14just got a brief. This is where it gets
13:16really powerful. You're not the one
13:17triggering each workflow and reviewing
13:19all of the output anymore. The workflows
13:21can be connected and then you can show
13:23up when something's actually worth your
13:24attention. If there is something bigger
13:26to decide, like increasing your ad
13:28spend, that's exactly when your AI
13:30systems could then ping you and then
13:31wait for your judgment call. By the way,
13:33if you're thinking, "Wow, these
13:34workflows are great, but I'd rather have
13:35an AI team just save me the headache and
13:37come in and set this all up." That's
13:39exactly what we do at Elevate. We build
13:41out AI operating systems for small
13:43businesses. That includes building out
13:44your company's AI brain and building AI
13:47workflows that you fully own in just 14
13:49days. So, if you want to learn more
13:50about that, there's a link in the
13:52description. Tactic eight, trigger
13:53skills dynamically. There are three ways
13:55to trigger a skill. You can call it by
13:57name, like run my close skill. You can
13:59select it from your skill menu by typing
14:01in a slash and then navigating to your
14:03skill. Or you can just describe what
14:04you're trying to do. And if Cloud
14:06recognizes your request matches a skill
14:08you've built, it'll use it
14:10automatically. And that third one is the
14:11one that most people miss. Earlier when
14:13I was talking about my close skill that
14:15makes the whole system self-improve, I
14:17don't need to even remember that there
14:18is a skill called the close skill. I
14:20just say I'm wrapping up for the day and
14:22the whole thing runs. But we need to
14:24make sure Claude has clear instructions
14:25on what each of these skills are. And
14:28that's why a good description of the
14:29skill itself is crucial for Claude to
14:32reliably select the right one. At the
14:34top of each skill here in the customize
14:36menu is where you write the description.
14:38It's the only part of the skill that
14:39Claude has context on across every chat.
14:41This is what it uses to route your
14:43prompt to the right skill. So, if you
14:45ever build your own skill later, spend
14:47the time to write a clear skill
14:48description that catches the key
14:50phrases, words, or scenarios in which
14:52you want that skill to activate. Trust
14:54me, it can get really messy if you don't
14:56do this, and especially if you start
14:58sharing skills across a team. If it's
14:59not taken care of, you run the risk of
15:01not really knowing how work is getting
15:03done. Tactic nine, the call this skill
15:05can make you money today. This one's
15:06easy to overlook because it's not the
15:08flashiest skill in the plug-in, but it
15:10might be the fastest way to get money
15:12that's just sitting right in your
15:13business. When you notice that one of
15:15your deals may have just gone quiet,
15:16don't just make a mental note like most
15:18people do, because of course, there's
15:20always a lot to do. Run the callless
15:22skill right then while it's fresh. This
15:24skill has Claude pull the contact
15:25history for that specific deal, draft
15:27talking points based on exactly where
15:29things left off, and then automatically
15:31free up your calendar to make time for
15:33the meeting. So instead of a stalled
15:35deal just sitting there until you happen
15:36to remember it 3 weeks later, you've got
15:38a ready to go reason to just reach back
15:40out the same day that a deal went cold.
15:42Tactic 10: Route your scheduled output
15:45to where you already were. A scheduled
15:47task can just run skills on a timer so
15:49it gets done without waiting for you to
15:51trigger it. But most people stop right
15:53there and then just let the output sit
15:54in whatever tool waiting for someone to
15:56check it. So let's take it one step
15:58further. Point that output at the
15:59channel you already check every single
16:01day. things like Slack or Google Chat
16:03and then tag the specific person who
16:05actually needs to see it. It lands
16:07directly in front of the right person at
16:09the moment that it matters instead of
16:10sitting in an untouched tool that nobody
16:12really opens. Tactic 11, start small. I
16:15know it's tempting to just turn on every
16:17connector inside this plugin the moment
16:18you install it. But I promise that's not
16:20the best strategy. If you enable
16:22everything at once, you're probably just
16:24going to lose track of what's even
16:25running. Add connectors gradually as you
16:27figure out which workflows you actually
16:29want to hand off. Now, if it's just to
16:31experiment and see which of these skills
16:32is useful, then that's fine. But here
16:34are two things to keep in mind when you
16:36do this. First, remember tactic eight.
16:38Claude reads the skill descriptions to
16:39route your prompts to the correct skill.
16:41If you have several overlapping skills
16:43that do the same thing, you're not going
16:45to reliably trigger the one that you
16:47actually want. And second, each time you
16:49use skills within this plug-in, it's
16:51pulling data from your apps, and that
16:52runs up your token usage. Tokens and AI
16:55are just like credits that you cash in
16:57every time you run a prompt through
16:58Claude. And controlling your tools does
17:01use them up way faster than just regular
17:03chats with Claude. So, build up your
17:05library of active skills and connectors
17:07gradually. Tactic 12, set per action
17:09approval tier. Let's talk about how to
17:11put guard rails on what your AI is
17:13allowed to do. In the connectors menu,
17:15you can review all the permissions
17:16you're actually giving Claude for each
17:18app. So, say you've connected your own
17:19Shopify store with all your products
17:21there. You might not want Claude to
17:23accidentally make changes to your
17:24prices. Or maybe you do. I don't know.
17:26But the point is, you can specify
17:28whether Claude should ask for approval
17:29before an action block certain action so
17:31it doesn't even try. Or if something is
17:33reliable enough, just let Cloud do it
17:35without even asking you. That same idea
17:37applies to your calendar, your email,
17:39and any other tool that you connect.
17:40When in doubt, just start with more
17:42guard rails and then slowly open it up
17:44piece by piece as you build trust in
17:46whatever skills or connectors you're
17:48using. Tactic 13. Turn your own manual
17:50process into a custom skill. And I saved
17:52this one for last on purpose because I
17:54think it's the biggest one. The most
17:55useful skills are so custom, they're
17:57built just for you. Tune to exactly how
18:00you work and all your preferences. Now,
18:02building off of existing skills for
18:04inspiration is great, but a lot of the
18:06times there might not be a strong one
18:07that you can model off of. Well, here's
18:09a simple test for what should turn into
18:10a skill. If you catch yourself doing a
18:12specific workflow more than once a week,
18:14it's worth trying that out as a skill.
18:16Here's one of mine. and I call it the
18:18daily brief. And I bet that you have a
18:19similar morning workflow, but you might
18:21just need to take some time to write it
18:23down step by step. My daily brief checks
18:25my calendar, pulls my tasks, scans my
18:27inbox or team messages, and then hands
18:29me a short brief that includes my
18:31priorities, anything that's overdue, and
18:33then my mins. And the min section here
18:35is my favorite part, and I haven't seen
18:36anyone else put this in their workflow.
18:38In my personal experience, AI is great
18:40at handing me a pile of ideas, but it's
18:42so easy to just get lost on what to
18:44actually tactically do next. So, my
18:46briefs always end by pointing out at the
18:49next smallest actionable step to do
18:51right now, which of course I can go back
18:53and agree or disagree and then
18:54eventually get it to a place that I'm
18:56satisfied with. So, with skills and
18:57connectors, you're connecting tools to
18:59AI and teaching it how to do your work,
19:01but there's still a big missing piece of
19:03your AI setup. It's still not grounded
19:05in exactly who you are. It probably
19:06doesn't sound like you, and then the
19:08visuals that it'll create might not look
19:10like your brand. That's because it's
19:11missing your business context. This is
19:13the foundation that should power every
19:15single one of these workflows. I call
19:17that your company's AI brain. You might
19:19have heard people just call this your
19:20context, your second brain. We're still
19:22early in the AI wave, so there's a ton
19:24of names to really talk about the same
19:26concept. If you want to build one for
19:27your business, you're going to love the
19:29next video where I walk through exactly
19:30how you can do that and give you free
19:32templates. All right, I'll see you in
19:34the next

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