An "agent" here is simple: a prompt that works, the right app connections, and a schedule. Below are 20 for a small business, in six groups. Start with two or three.
What you need
A Claude account. The free plan is fine for drafting. For connectors and scheduled tasks, use Cowork in the Claude desktop app, which needs Pro, Max, Team or Enterprise. Pro was listed at Rs 2,033 a month plus GST in July 2026.
Connectors you add once in Cowork: Gmail, Google Calendar, Google Drive, Slack.
Optional: n8n and its AI Agent node, for agents that must fire instantly, like on a new form lead.
Step by step
Set up once. Open Cowork in the Claude desktop app, connect a work folder, then connect Gmail, Calendar and Drive from the Customize sidebar. Create a business brief every agent can read:
Interview me with 10 short questions about my business: what I sell, prices, ideal customer, city, tone of voice, top FAQs, payment terms. Then save the answers as business.md in this folder.Make an agent repeat. Get a prompt working in a chat first. Then type
/schedule(or open Scheduled and click New Task) and set how often it runs. Tasks run while the desktop app is open.Pick your agents. Each prompt below assumes business.md exists. Replace the [brackets].
Admin
Inbox agent: sorts email and drafts urgent replies (Gmail, daily).
Calendar agent: protects focus time and flags clashes (Calendar, weekly).
Meeting notes agent: turns a transcript into decisions and to-dos.
Personal assistant agent: a daily morning brief across email and calendar.
Inbox: Read today's unread Gmail. Group into Urgent, Reply today, FYI. Draft replies for Urgent and save as drafts. Never send.
Calendar: For next week, suggest two 90-minute focus slots daily and list clashes. Ask before changing anything.
Meeting notes: From this transcript, list decisions, action items with owner and date, and open questions.
Personal assistant: Give me a 10-line morning brief: today's meetings and the 3 emails that need me.Sales and leads
Lead-gen agent: builds a prospect list from public websites.
Follow-up agent: drafts nudges to leads who went quiet (Gmail, every 3 days).
Proposal agent: turns call notes into a proposal, using a past one as template.
DM agent: drafts replies to Instagram and WhatsApp enquiries for you to send.
Lead-gen: Find 20 [type] businesses in [city] that fit my ideal customer in business.md. Public websites only. Give name, site and why they fit.
Follow-up: Find leads I emailed 5+ days ago with no reply. Draft a short, friendly follow-up for each. Save as drafts.
Proposal: Using my notes below and proposal-template.docx, draft a proposal with scope, timeline and price.
DM: Draft a warm reply to this enquiry using my prices and FAQs. Under 60 words, end with one clear next step.Customers
Support agent: answers common questions from your FAQ file.
Onboarding agent: prepares a welcome pack for each new client.
Support: Answer this customer question using only business.md and faq.md. If the answer isn't there, say so and flag it for me.
Onboarding: For new client [name], draft a welcome email and a first-week checklist.Marketing
Content agent: turns one idea into a blog post and newsletter.
Social media agent: plans a week of posts (weekly).
SEO agent: audits a page for keywords, titles and gaps.
Competitor watch agent: tracks competitors' public prices and offers (weekly).
Content: Turn this idea into an 800-word blog post and a 150-word newsletter in my voice from business.md.
Social media: Plan 7 posts for next week: format, hook, caption and best day.
SEO: Review [URL]. Suggest a better title, meta description, 5 target keywords and 3 missing sections.
Competitor watch: Check the public websites of [competitors]. Report price or offer changes since last week in a table.Money and numbers
Invoice agent: drafts invoices from your template.
Expense agent: sorts receipts or a bank CSV into categories.
Data analysis agent: finds trends in your sales sheet.
Invoice: Draft an invoice for [client] from this work log using my template. Show the maths line by line so I can check it.
Expense: Categorise these expenses (travel, software, marketing, other) and total each. Flag anything unclear.
Data analysis: Analyse this sales CSV: top 5 products, monthly trend, 3 actions to try.Research, hiring and tech
Research agent: answers a business question with sources.
Recruiting agent: writes job posts and screening questions.
Coding agent: builds small tools like a quote calculator.
Research: Is there demand for [product] in [city]? Give 5 findings with source links.
Recruiting: Write a job post for [role] and 8 screening questions. Avoid questions about age, religion or marital status.
Coding: Build a simple web page that calculates a quote from [inputs]. Explain how to open it on my laptop.Good to know
Draft first. Keep every agent on "draft only" until you trust it.
No spam. Only message people who contacted you or opted in. For Instagram auto-replies, use Meta's own tools.
Check the maths. AI can get totals and tax wrong. Keep your accountant in the loop for invoices and GST.
People decisions stay human. Use the recruiting agent to draft, not to reject candidates.
Sources
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