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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 3 of 9

Consulting

Inbox sweep

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Lead triage — Sales

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Log activity

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Pipeline review

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Renewal radar

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Rep context

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Route lead

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Schedule meeting

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Setup

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Stakeholder map

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Team pipeline

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Update opportunity

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Weekly wrap

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

OperationsWorldwide workflow

Claude

Anthropic

Consulting

Win loss review

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Ad manager

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Ap processor

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Brand style

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Build agent

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Build connector

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Business pulse

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Call list

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Canva creator

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Cash flow snapshot

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

OperationsWorldwide workflow

Claude

Anthropic

Small business

Close month

A source-backed close month workflow for small business. 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

A few useful workflows.
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