Set up Claude for Small Business yourself.
Here's exactly how.

Claude Team is Anthropic's plan for businesses. It costs $30 per user per month. For most small businesses, you need 1–3 users. This is what unlocks Claude Cowork — the platform where all 15 workflows live.

1. Go to claude.ai/pricing and click "Get started" under the Team plan.
2. Enter your business name and billing information. Pay with a card — invoices available for accounting.
3. Add the people in your business who will use Claude. You can start with just yourself.
4. Verify your email address when prompted. Check spam if you don't see it.
5. You're in. You'll see the Claude dashboard. Next step is enabling Cowork.

This is the most important step. Claude can't chase invoices without reading QuickBooks. It can't triage leads without reading HubSpot. Connect only the tools you have — you don't need all seven.

Claude Cowork is Anthropic's agentic automation platform — built into Claude for Team and Enterprise. It's where you install the 15 workflows and manage your approval queue.

1. Log in to claude.ai. You'll see "Cowork" in the left sidebar (visible on Team plans).
2. Click on Cowork. You'll see the workflow library — all 15 pre-built workflows are already there.
3. Go to Organization Settings → Capabilities to manage which workflows are available to your team.
4. Enable Code execution and File creation — these are required before any workflows can run. Toggle both on.
5. You're now inside Cowork. Next step: turn on the workflows you want.

In Claude Cowork, each workflow is a toggle. Turn it on, tell it a few things about your business (your invoice tone, your lead response style), and it's ready to run. Here are the ones to start with — click to expand each one.

The Business Pulse is your Monday Morning Brief. It's a read-only report — Claude reads your connected data and writes a plain-English summary of your business. No approvals needed. It just shows up in your inbox.

Here's what to put in the configuration so it tells you exactly what you need to know:

1. Business context: Tell Claude about your business in 2–3 sentences. "We're a plumbing company in Austin, TX. We have 5 technicians. Our average job is $1,200." This makes the brief specific to you.
2. Delivery: Set Monday 8:00am your local timezone. Some people prefer Friday afternoon — set whatever means you actually read it.
3. What to include: Toggle on: Cash position, Overdue invoices, New leads, Payroll status, Week priorities. Toggle off anything you don't need.
4. Alert thresholds: "Flag it if cash drops below $X" or "Flag if more than $X is overdue." Put your real numbers — don't guess.
5. Run it now: Click "Generate brief" to see this week's report immediately. This is what you'll see every Monday at 8am. Edit the settings if it's not quite right.

The approval queue is the center of everything. This is where Claude puts every action that needs your review before it fires. Think of it like a draft folder — Claude writes it, you send it.

1. In Cowork, click "Approval Queue" in the left sidebar. You'll see anything Claude has drafted and queued.
2. Click on the first item. Read it carefully. Is the tone right? Is the information correct? This first one matters — it sets the standard.
3. If it's good: Click "Approve" or "Send." Done — it fires and Claude marks it complete.
4. If it needs edits: Click "Edit," change what you need, then approve. Claude learns from your edits over time.
5. If it's wrong: Click "Reject" and add a note about what was wrong. Use this to refine your workflow settings in Step 4.

This is your ongoing weekly workflow. Monday morning: read the brief, review the queue, approve or edit. Takes 10–15 minutes a week once everything is calibrated.