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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 8 of 9

Accounting

FP&A board briefing

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

FinanceAustralian context

Claude

Ryan Duguid

Accounting

FP&A capture correction

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A cash runway

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A cfo judgment

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A configure actuals

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

FinanceAustralian context

Claude

Ryan Duguid

Accounting

FP&A excel model

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

FinanceAustralian context

Claude

Ryan Duguid

Accounting

FP&A learn business

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

FinanceAustralian context

Claude

Ryan Duguid

Accounting

FP&A monthly close

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A portfolio learn

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A research loop

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

FP&A scaffold model

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

FinanceAustralian context

Claude

Ryan Duguid

Accounting

Sku profitability

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

FinanceAustralian context

Claude · ChatGPT

Ryan Duguid

Accounting

Australian tax prep

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

FinanceAustralian context

Claude · ChatGPT

Upeksha04

Consulting

Write in Australian business English

Apply an Australian professional writing protocol to a draft: spelling, tone, clarity and useful next steps.

OperationsAustralian context

Claude · ChatGPT · Codex

Jezweb

Small business

Airtable CLI

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Small business

Airtable filters

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Small business

Airtable overview

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

OperationsWorldwide workflow

Codex · ChatGPT

OpenAI plugin repository

Small business

Clean up dropbox content

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Small business

Collect files with request

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

OperationsWorldwide workflow

Codex · ChatGPT

OpenAI plugin repository

Small business

Find dropbox content

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Small business

Inspect dropbox file

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Small business

Organize dropbox folder

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

OperationsWorldwide workflow

Codex · ChatGPT

OpenAI plugin repository

Small business

Share dropbox content

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

Consulting

Google docs

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

OperationsWorldwide workflow

Codex

OpenAI plugin repository

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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