By role
What a well set-up Claude does for each leader
Examples from the jobs owners and executives hand over first. Your setup is built around your own week, so treat these as a starting point, not a menu.
Owner or CEO
Less reading, faster decisions, sharper writing.
- Board and investor updates drafted from your notes and numbers, in your voice
- A Monday brief that pulls what matters out of last week’s email and meetings
- Decision memos: the options, the trade-offs and the questions you have not asked yet
- Long reports and contracts summarised to the three things you need to know
Keep in mindKeep a person on anything that goes to the board, a bank or a regulator.
CFO or finance lead
Commentary and explanations, not just numbers.
- Monthly variance commentary drafted from your reports
- Contracts and leases read for payment terms, renewals and penalties
- Finance policies and procedures written up from how you actually work
- Plain-language explanations of the numbers for non-finance colleagues
Keep in mindClaude explains and drafts; it does not replace your accounting system or your accountant.
COO or operations lead
Turn meetings, messages and mess into clear actions.
- Meeting notes turned into owners, actions and dates
- Standard operating procedures drafted from a walkthrough or a voice note
- Vendor quotes compared side by side, with the fine print flagged
- A weekly status digest across projects for the leadership team
Keep in mindConnect only the systems each job needs, and review procedures before you publish them.
Sales and business development
More time with clients, less time in documents.
- First drafts of proposals in your house style, from your past winners
- Account research before a meeting, from public information
- Follow-up emails that sound like you, ready to send
- Long requests for proposal broken down into a response plan
Keep in mindCheck every price, promise and claim before anything goes to a client.
HR and people lead
Policies, postings and plans, done properly.
- Job postings and interview guides for a new role
- Policies drafted or refreshed in plain language
- Onboarding plans for the first 90 days
- Frameworks for reviews and one-on-ones
Keep in mindSet clear rules before any employee personal information goes near it.
Your role isn’t here?
Partners, practice managers, directors, project leads: the setup works the same way. Tell us what fills your week and we will tell you what Claude can take on.