AI for your role
A working AI setup for each role: what to connect, and workflows you can copy today.
AI for CRM data
Connect Claude to HubSpot, Salesforce or Attio in four steps, then avoid the traps that make CRM answers wrong: duplicates, stale stages and currency.
AI for FP&A
Set up Claude for budgeting, forecasting, variance and scenario work: a project with your definitions, Claude for Excel, read-only actuals, and checked prompts.
AI for operations
Set up Claude for an operations team: the context it needs, connectors for Jira, Confluence, Notion and Slack, and five AI ops workflows with full prompts.
AI for process improvement
Use Claude to map a process from ticket and event logs, find where work waits, test competing root causes and measure before and after, with setup and prompts.
AI for product managers
Set up AI for product management: the context Claude needs, connectors for Amplitude, Linear, Jira and Intercom, and five PM workflows with full prompts.
AI for RevOps
Set up AI for revenue operations: the context Claude needs, official connectors for Salesforce, HubSpot and Stripe, and five RevOps workflows with full prompts.
AI prompts for PMs
Copy-paste AI prompts for product managers: discovery, PRDs, acceptance criteria, metrics and experiments, each built to show its evidence, plus a check.
AI SOP generator
Set up Claude as an SOP generator: a project, a skill with your template, connectors to Granola and Confluence, a copy-paste prompt, and the walk-through check.
Best AI tools for finance
The 10 best AI tools to run alongside Claude in a finance team, ranked, with a winner, what each gets wrong, and which to pick for your team's shape.
Best AI tools for marketing
The 12 best AI tools to run alongside Claude in a marketing team, ranked, with a winner, what each gets wrong, and which to pick for your team's size.
Best AI tools for PMs
The 10 best AI tools to run alongside Claude as a product manager, ranked, with a winner, what each gets wrong, and which to pick for your team's shape.
ChatGPT for finance
How to use ChatGPT for accounting and finance: ChatGPT for Excel, the QuickBooks, Xero and Stripe apps, three workflows, and the checks before figures ship.
ChatGPT for marketing
How to use ChatGPT for marketing in 2026: the features to use, three full workflows with prompts and example outputs, and the checks before anything ships.
Claude for finance
Set up Claude for a finance team: Claude for Excel, connectors for Xero, QuickBooks and Stripe, and five AI finance and accounting workflows with full prompts.
Claude for marketing
Set up Claude for a marketing team: the context it needs, official connectors for GA4, Google Ads and HubSpot, and five marketing workflows with full prompts.
Claude skills for marketing
A complete Claude skill for a marketing report, how to install it step by step, what Anthropic's marketing plugin includes, and how to test a skill first.