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THE COLLECTION / SOURCE-INSPECTED RESOURCES

AI skills for small business

Everyday operations, cash visibility, and customer follow-up. Compare relevant Claude, ChatGPT and Codex workflows, with source evidence and practical setup notes.

200 workflows · Source checks: 18 October 2026

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200 workflows · Page 1 of 9

Small business

Customer escalation

A source-backed customer escalation workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Customer research — Customer Support

A source-backed customer research workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Dental practices

Draft a front-desk reply

Prepare consistent answers to non-clinical questions about your practice.

CommunicationWorldwide workflow

Claude

Anthropic

E-commerce

Draft the order-support reply

Use verified order facts and store policy to prepare the next response.

CommunicationWorldwide workflow

Claude

Anthropic

Small business

Draft a customer help article

Turn a resolved issue into a useful help article, with the steps, prerequisites and known limits a customer needs.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Ticket triage

A source-backed ticket triage workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Accounting

Audit support

A source-backed audit support workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceLocal review needed

Claude · ChatGPT

Anthropic

Accounting

Organize the month-end close

Prepare the checklist, dependencies, and follow-up questions for the team.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Accounting

Journal entry

A source-backed journal entry workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceWorldwide workflow

Claude

Anthropic

Accounting

Prepare an account reconciliation

Compare supporting records and give the reviewer an organized list of breaks.

FinanceWorldwide workflow

Claude · ChatGPT

Anthropic

Accounting

Sox testing

A source-backed sox testing workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceLocal review needed

Claude · ChatGPT

Anthropic

Accounting

Explain the budget variances

Make the movements visible without making up their causes.

ReportingWorldwide workflow

Claude · ChatGPT

Anthropic

Small business

Capacity plan

A source-backed capacity plan workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Change request

A source-backed change request workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Compliance tracking

A source-backed compliance tracking workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Dental practices

Document a front-desk process

Turn the way your team works into a repeatable administrative checklist.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Process optimization

A source-backed process optimization workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Small business

Risk assessment

A source-backed risk assessment workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Small business

Runbook

A source-backed runbook workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Status report

A source-backed status report workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Small business

Vendor review

A source-backed vendor review workflow for small business. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Memory management

A source-backed memory management workflow for consulting. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Consulting

Start

A source-backed start workflow for consulting. Review its inputs, setup and geographic limits before your first draft.

OperationsWorldwide workflow

Claude

Anthropic

Platform labels distinguish installed skills from manual instruction adaptations. Read each setup note.

Choose a useful starting point.

Everyday operations, cash visibility, and customer follow-up. Compare relevant Claude, ChatGPT and Codex workflows, with source evidence and practical setup notes. Match the source’s intended task to the records you already have. Each listing states its publisher, source revision, dependencies, geographic fit, and review limits. Where a skill uses local scripts or connected apps, the complete setup matters.

Australian-context labels mean the source explicitly discusses Australia. Worldwide labels describe broadly portable work, not universal legal or regulatory suitability. “Local review needed” highlights material country-specific assumptions. ChatGPT instruction adaptations need manual setup and validation; a Claude or Codex plugin is not automatically a native ChatGPT installation.

How to choose and check your first workflow →

THE FIELD NOTES / NEWSLETTER

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