Set Claude up to do real work in your business, the same way every time

Your team has tried Claude, but it hasn’t stuck

Maybe someone on your team uses Claude for writing, and it’s good. But it hasn’t spread past one or two people, and the results change depending on who asks and how. Every chat starts from nothing. Someone pastes in the same background about the business, the same tone notes, and the same price list, again and again.

Why Claude on its own doesn’t do the job

Claude is careful with instructions and good with long documents. That makes it a strong fit for the reading and writing work that fills a small team’s week. But it only knows what you tell it, and it doesn’t pick its own jobs. Without a setup, it stays a clever app that a few people open now and then.

The work that saves the most time is usually a repeat job, the same report or the same update every week. Those jobs need the same instructions and the same sources each time. That’s what a setup gives you.

How we set it up on Claude

We work with Saltbush Studio, a six-person design agency in Fremantle that sends a status update to each of its twelve retainer clients every Friday. The director used to write all twelve by hand from the project board in Asana, and it took most of the afternoon. We used Claude as the engine for an AI helper (the industry calls it an agent) that reads the week’s tasks and drafts one update per client. The director reads each draft, adds a personal line, and sends it.

We also tried feeding it the team’s Slack chat. It picked up jokes and half-made decisions and put them in front of clients, so Slack came out. The twelve updates now take the director under an hour. They still can’t say whether a job is over budget, because the studio tracks hours in a separate app that isn’t connected yet. Read the Saltbush Studio story.

Not every job needs an AI helper. For most teams, we start with Claude projects for the jobs people do by hand each week, each with your instructions and reference files inside. We add a one-page data guide, then sit with the team and work through real examples. When one job keeps coming back the same way, that’s the one we turn into an AI helper.

When Claude is the right call, and when it isn’t

Claude is a strong pick when the work means reading a lot, writing carefully, or following detailed rules, like client updates, grant reports, quotes, and policies. It’s a weaker fit when your team spends the whole day inside Google or Microsoft tools and wants AI right there. In that case, the AI built into those tools may fit better. See Gemini and Microsoft Copilot.

Where to go next

See the wider AI for your business service, or read more about Claude. If you want sharper results from each chat, see better instructions for Claude. See how we work with marketing and creative agencies and not-for-profits. When you’re ready, get your AI Starter Plan.