Anthropic quietly shipped this in May 2026: Claude for Small Business — 15 done-for-you agentic workflows, built into Claude, no extra cost on your existing plan. Most owners don't know it's there. Here's the exact list, plus the free course Anthropic built to walk you through it.
- Payroll Preparation — gross pay from QuickBooks/PayPal, exceptions flagged, summary for approval
- Month-End Close — reconciliation vs. bank feeds, P&L for your accountant
- Cash Flow Forecasting — 30-day forecast from transactions + open invoices, risk flags
- Invoice Chasing — finds overdue invoices, drafts follow-ups, queues for your approval
- Tax Preparation Pack — transactions sorted by tax category, missing deductions flagged
- Vendor Contract Review — active contracts + auto-renewal clauses
- Employee Onboarding Checklist — role-specific task lists, doc templates, signature flows
- Scheduling & Capacity Planning — reads your calendar, flags overbooking
- Lead Triage — scores leads against your criteria, prioritized call list
- Pipeline Health Check — finds stale deals, drafts re-engagement messages
- Campaign Attribution — matches campaigns to closed-won deals for budget reporting
- Content Calendar Generation — 30-day social calendar, posts queued for approval
- Email Campaign Draft — promo email from a brief, staged for review
- Performance Review Prep — project history → structured review draft per employee
- Support Ticket Triage — categorizes tickets, drafts responses, escalates what's new
Anthropic (with PayPal) built a free course to walk you through all of this — AI Fluency for Small Business, taught by real small business owners. On-demand, no cost:
👉 https://anthropic.skilljar.com/ai-fluency-for-small-businesses
The course teaches you the tool. It won't tell you which 3 of these 15 actually move the needle for your specific business, or how to give Claude a memory of your business so these workflows aim at something real instead of firing blind. That part's still on you — but at least now you know the menu.