Claude Co-Work: AI Agents for SMBs
April 14, 2026
by a professional from University of Massachusetts Amherst - Isenberg School of Management in Boston, MA, USA
Here are 6 practical ways to leverage AI for your recent acquisition/SMBs:
The drive Link: https://drive.google.com/drive/folders/1KrQdZlSWxfrGbNRtro28Is9vJV40280B?usp=sharing
1) Finance Agent — Cash flow, job profitability, expense flags, and a 13-week forecast. Tells you exactly where your money is going.
2) COO Agent — Dispatch scheduling, team accountability, customer follow-ups, fleet maintenance, and parts inventory. The Monday morning chaos, handled in 90 seconds.
3) Supplier & Vendor Agent — Audits what you're paying, flags price increases, catches overbilling, and tells you when to renegotiate.
4) Sales & CRM Agent — Tracks every lead, follows up on open quotes, and identifies every customer who went quiet. (For a $2M business, recovering 5% of dormant customers = $100K+.)
5) Marketing Agent — Google Ads audits, local SEO, review management, seasonal campaigns. Tells you exactly where to cut and where to double down.
6) HR & Hiring Agent — Job postings, onboarding plans, performance scorecards, compliance tracking, and retention risk flags.
Each one includes built-in logic, calculation rules, and a real case study showing what the output looks like. All 6 are attached. Copy the prompt, paste it into Claude (Claude Cowork) or ChatGPT, give it your data, and go.
from Northwestern University in Chicago, IL, USA