Claude in the Modern Workplace

Claude isn't just a chatbot—it's a versatile business tool that adapts to your professional needs. Whether you're analyzing quarterly reports, drafting client communications, or preparing for strategic meetings, Claude handles the cognitive heavy lifting while you focus on decisions that matter.

Email and Communication

Email Drafting

Draft an email to [recipient/relationship] about [subject].

Context:
- Our previous interaction: [describe]
- My goal: [what you want to achieve]
- Tone needed: [formal/friendly/assertive]
- Key points: [list]

Keep it [length] and end with [call to action].

Example:

Draft an email to a client who missed their payment deadline.

Context:
- They're a 3-year client with good history
- Invoice was due 15 days ago
- My goal: Get payment without damaging relationship
- Tone: Firm but understanding

Keep it under 150 words with a clear payment deadline.

Meeting Follow-Up Emails

Write a follow-up email after a meeting.

Meeting details:
- Attendees: [who was there]
- Topics discussed: [main points]
- Decisions made: [list]
- Action items: [who does what by when]

Tone: Professional but warm
Use bullet points for action items.

Meeting Preparation and Management

Pre-Meeting Research

I have a meeting with [person/company] about [topic].

Help me prepare:
1. Key questions I should ask
2. Potential concerns they might raise
3. Data points I should have ready
4. Discussion points to cover
5. Desired outcomes to push for

Agenda Creation

Create a meeting agenda for a [type of meeting].

Meeting purpose: [main objective]
Attendees: [who and their roles]
Duration: [length]
Topics to cover: [list]

Include time allocations and decision points.

Meeting Notes to Action Items

Here are my raw meeting notes:
[paste notes]

Convert to:
1. Executive summary (3 sentences)
2. Key decisions made
3. Action items with owners and deadlines
4. Open questions needing follow-up

Document Analysis and Summarization

Contract Review

Review this contract for:
[paste key sections]

Identify:
1. Key obligations for each party
2. Important deadlines
3. Termination conditions
4. Liability clauses
5. Unusual or concerning provisions

I'm the [buyer/seller]. Flag items needing negotiation.

Note: Initial review only. Will consult legal for final decisions.

Report Summarization

Summarize this [report type] for [audience]:
[paste report]

Provide:
1. Executive summary (100 words)
2. Key findings (bullet points)
3. Implications for our business
4. Recommended actions

Highlight anything requiring immediate attention.

Data Analysis and Reporting

Data Interpretation

Here's data from [source]:
[paste data]

Help me:
1. Identify key trends
2. Spot anomalies worth investigating
3. Calculate relevant metrics
4. Compare to [benchmark]
5. Explain findings for non-technical stakeholders

Dashboard Narrative

Write a narrative summary for these metrics:

[paste metrics]

Audience: [executive team/board]
Reporting period: [time frame]

Cover performance highlights, concerns, and recommended focus areas.

Strategic Planning

SWOT Analysis

Conduct a SWOT analysis for [company/product].

Context:
- Business description: [describe]
- Industry: [industry]
- Key competitors: [list]

For each category, provide:
- 3-5 specific points
- Priority ranking
- Strategic implications

OKR Development

Help me develop OKRs for [team/quarter].

Context:
- Team function: [what we do]
- Company objectives: [list]
- Last quarter's results: [summary]
- Key challenges: [describe]

Create:
- 3-4 objectives (qualitative, inspiring)
- 2-3 key results per objective (measurable)
- Initiatives that would drive each KR

Project Management

Project Brief Creation

Create a project brief for [project name].

Input:
- Problem we're solving: [describe]
- Proposed solution: [approach]
- Timeline: [duration]
- Team: [available resources]
- Stakeholders: [who cares]

Include objectives, scope, milestones, and risks.

Status Report Generation

Generate a project status report.

Project: [name]
Reporting period: [dates]
Progress: [updates]
Issues: [problems encountered]

Format as: Executive summary (RAG status), accomplishments,
upcoming milestones, risks/issues, decisions needed.

Financial Analysis

ROI Calculation

Calculate ROI for [investment/initiative].

Investment details:
- Initial cost: [amount]
- Ongoing costs: [amounts]
- Expected benefits: [quantify]
- Timeline: [duration]

Provide ROI, payback period, NPV, and sensitivity analysis.
Show your calculations.

Budget Analysis

Analyze this budget data:
[paste budget vs. actual]

Identify:
1. Significant variances (>10%)
2. Root causes
3. Trends across periods
4. Reallocation recommendations

Human Resources

Job Description Writing

Write a job description for [role].

Team context: [describe]
Reporting to: [role]
Key responsibilities: [main duties]
Must-have qualifications: [requirements]
Company culture: [describe]

Make it inclusive and avoid biased language.

Performance Review Assistance

Help me prepare a performance review for [name/role].

Accomplishments: [list]
Areas for development: [list]
Goals for next period: [list]

Draft: summary, specific feedback, constructive suggestions,
SMART goals, career development discussion points.

Daily Productivity Workflows

Morning Planning

Here's what I need to accomplish today:
[paste task list]

My calendar shows:
[paste meetings]

Help me:
1. Prioritize tasks (must-do vs. should-do vs. could-do)
2. Allocate time blocks around meetings
3. Identify what can be delegated or deferred
4. Suggest optimal order for deep work vs. admin

Weekly Review

Here's my week in review:
- Completed: [list]
- Incomplete: [list]
- Key outcomes: [highlights]
- Challenges: [issues]

Help me:
1. Assess what went well and why
2. Understand what didn't work
3. Plan improvements for next week

Getting More from Claude at Work

Set Up Projects

Create Claude Projects for recurring work:

"Weekly Reports" with templates

"Client Communications" with tone guides

"Strategy Planning" with company context

Use Custom Instructions

I'm a [role] at [company type]. When I ask for analysis,
assume I need it for [audience]. I prefer [format preferences].

Frequently Asked Questions

Is it safe to use Claude with confidential data?

Review Anthropic's policies and your company's AI guidelines. Enterprise plans offer additional security.

Can Claude replace analysts or consultants?

Claude augments but doesn't replace human judgment. Use it for analysis and drafting; retain final decisions for humans.

How do I introduce Claude to my team?

Start with low-stakes use cases, demonstrate value, share effective prompts, and establish guidelines.

Claude helps you work smarter, so you can focus on what matters.