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Anthropic just launched Claude for Small Business — 31 pre-built AI skills covering payroll, cash flow, invoicing, month-end close, and more, all running inside tools you already use like QuickBooks, Stripe, and HubSpot. But before you connect a single business tool, there's something in the privacy documentation you need to know. In this video, I walk through what Claude for Small Business actually is, show you a live demo of the payroll planning workflow, explain how to customise skills for your firm, break down the privacy small print on different plans, and give you a proper setup checklist so nothing catches you off guard. What you'll learn: - What Claude for Small Business is and how to install it inside Claude Cowork - Live demo of the payroll planning workflow with QuickBooks and PayPal - How to customise the plugin and individual skills to match your firm's workflows - The key privacy difference between Pro/Max plans and Teams plans - Where to find and toggle the training data setting before connecting anything - A step-by-step approach to getting started safely with read-only workflows first Get Weekly AI Insights Subscribe to my newsletter for actionable strategies: https://newsletter.aigenticlab.com/ WATCH NEXT - How to Connect BigQuery: https://youtu.be/yFevlOEsoYM - I Set Up Claude Cowork to Run Sales for my Consultancy. Here's what happened: https://youtu.be/9z84The2cuw - 3 ChatGPT Features That Save Hours: https://youtu.be/DCsxRvjahEc?si=WOfS_ZZ32CNBZphJ - 5 Moves to Stay Ahead in the Age of AI: https://youtu.be/uAavRrU1_zc?si=hXoL-4wK7NJPXF15 RESOURCES AND LINKS - Claude for Small Business: https://www.anthropic.com/ - Claude Privacy Documentation: https://privacy.claude.com/ - Free AI Readiness Assessment: https://insights.aigenticlab.com/ MY COURSES - AI MasterClass for Business Managers: https://www.youtube.com/watch?v=oGdp16W983g&list=PL9AeGWCO9vkWLThT3D_yO_8Xc6p_Bj1dn - How to Build AI Agents for Your Business: https://www.youtube.com/watch?v=4wu4fpTFWz4&list=PL9AeGWCO9vkXyr3OFUWHtZSyyzkaIrbGJ CONNECT WITH ME - X (Twitter): https://x.com/Vasilij_Nevlev - LinkedIn: http://linkedin.com/in/vasilij-nevlev - Website: https://aigenticlab.com/ WHO AM I? Founder and MD of Analytium and AiGentic Lab. I spend my days helping businesses sort out their workflows and grow using AI, data, and automation (basically, all the clever stuff that makes life easier). At AiGentic, we help SMEs unlock the power of AI Agents — no in-house coding wizards required. Whether you're looking to automate the boring bits, boost customer service, or scale your operations without losing your sanity, we show you how to do it with clarity, confidence, and just enough control to feel clever. CHAPTERS 0:00 – Introduction 0:32 – What is Claude for Small Business? 0:40 – How to install the plugin 1:03 – The 31 skills and 12 connectors 1:27 – How to use the Plugin in Cowork 2:04 – Live demo: Quarterly Business Review 3:22 – How to customise the plugin and individual skills 4:10 – The privacy concern you need to know 5:29 – How to setup properly 6:28 – Build your own custom skills 6:43 – Free AI readiness assessment & wrap-up ━━━━━━━━━━━━━━━━━━━━━━ #ClaudeAI #Anthropic #ClaudeForSmallBusiness #AIForBusiness #SmallBusinessAI #BusinessAutomation #AIPrivacy #QuickBooks #ClaudeCowork #AIAgents

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