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Claude Small Business Plugins Overview Course

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7/9
Class Dates and Times
07/09/2026Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
Last Reg Date7/6
 
8/5
Class Dates and Times
08/05/2026Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
9/3
Class Dates and Times
09/03/2026Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
9/30
Class Dates and Times
09/30/2026Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
10/29
Class Dates and Times
10/29/2026Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
11/25
Class Dates and Times
11/25/2026Wednesday10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!
 
Fee:  $395

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Claude Small Business Plugins Overview Course

 

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Overview

In this one-day course, students will be introduced to using the Claude Small Business plugin, which is a powerful automation bundle built directly into the Claude Cowork environment. The course covers some of the conceptual underpinnings of AI agents, skills, and secure application connectors, but the emphasis is on leveraging these features to automate common small business workflows and eliminate back-office administrative overhead. Students will learn how to connect their existing business applications, run prebuilt operational skills via multiple interfaces, enforce strict human-in-the-loop security protocols, and build or customize their own automated workflows from scratch. This instructor-led course consists of a combination of lecture, demonstrations, and hands-on labs.

Software Used During the Class

The standard lab setup for this class consists of a PC or Mac with the Claude Desktop App installed, an active Claude Pro or Team subscription, and sandbox/test accounts for integrated core business applications (such as Google Workspace, QuickBooks, HubSpot, and Canva).

Audience

This course is intended for small business owners, operators, founders, freelancers, and consultants who have been using Claude Chat and Claude Cowork for text generation and are ready to take advantage of agentic workflows and practical back-office automation. Mastering the Small Business plugin is a very common “next step” for experienced Claude users.

Prerequisites

Prior experience with Claude Chat and basic familiarity with the Claude Cowork environment are required for this class. Students with at least some familiarity with standard SaaS business tools (like Gmail, HubSpot, or QuickBooks) will be better equipped to get the most out of the lab work.

Claude Small Business plugin features, skills, and connectors that are covered in this class include:

Prebuilt operational skills: Business Pulse, Friday Brief, Monday Brief, Invoice Chase, Close Month, Tax Prep
Supported application connectors: Google Workspace (Gmail, Calendar), Microsoft 365, HubSpot, QuickBooks, PayPal, Stripe, Square, DocuSign, Apollo, LinkedIn, Canva
Workflow execution methods: Slash commands, natural language prompts, the Plus menu interface
Security and governance controls: Local folder permissions, "Ask before acting" mode, human-in-the-loop validation, Anthropic Trust Center guardrails
Customization and automation frameworks: The 3-question skill vs. plugin framework, recipe card vs. cookbook logic, persistent local project memory, custom skill development, autopilot task scheduling

Course Outline

Introduction to Claude for Small Business

  • What is the Small Business plugin?
  • The Claude desktop product suite: Chat, Cowork, Code, and Design
  • Why focus on Claude Cowork for business operations?
  • Installing the Small Business plugin
  • Setting up projects and workspace environments
  • Working with persistent local memory

Working with Connectors and Prebuilt Skills

  • Understanding skills versus plugins
  • The recipe card versus cookbook analogy
  • Overview of the core tool connectors
  • Connecting communication and productivity tools (Gmail, Google Calendar)
  • Connecting financial and payment apps (QuickBooks, PayPal, Stripe, Square)
  • Connecting sales and creative platforms (HubSpot, Canva, DocuSign, Apollo)

Security, Governance, and Human-in-the-Loop

  • The trust and data privacy problem in small business AI
  • Overview of the Anthropic Trust Center standards
  • Configuring folder permissions and data access
  • The "Ask before acting" operational mode
  • Designing mandatory human sign-offs
  • Managing multi-app data compliance

Executing and Managing Workflows

  • Three ways to run an operational skill
  • Using natural language instructions
  • Triggering workflows with slash commands
  • Navigating the Plus menu interface
  • Analyzing real-time operational readouts
  • Reviewing out-of-the-box skill executions

Customizing and Building Custom Skills

  • The 3-question framework: skill or plugin?
  • Modifying out-of-the-box prebuilt skills
  • Adapting workflows to custom business and tax rules
  • Designing a custom skill from scratch without code
  • Testing and debugging skill logic
  • Deploying tailored workflows to your team

Advanced Multi-App Automation and Autopilot

  • The Business Pulse and Friday Brief workflows
  • Automating month-end financial closing and invoice chasing
  • Streamlining client meeting prep (Calendar, LinkedIn, and Canva)
  • Automating sales prospecting and B2B outreach with Apollo
  • Turning workflows into scheduled tasks
  • Running business operations on autopilot

 

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Attend hands-on, instructor-led Claude Small Business Plugins Overview training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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