12 admin processes Claude can run for you now, from chasing invoices to closing the month.

Connect to my QuickBooks (or Stripe) and pull every open invoice.

For each one, work out how many days overdue it is and look at that customer's payment history over the last 12 months (average days to pay, how often they've been late).

Then draft a reminder email for every overdue invoice, matching the tone to the situation:
- 1 to 7 days late: friendly nudge, assume it slipped their mind.
- 8 to 21 days late: firm and specific, quote the invoice number, amount and original due date, and ask for a payment date.
- 22 to 29 days late: firm, mention the next step if unpaid.
- 30+ days late: don't draft to the customer. Write me a short note summarising the account so I can call them.

A customer who is always a few days late gets a lighter touch than one who has never been late before.

Give me a table: customer, invoice number, amount, days overdue, payment history, recommended tone, then the drafts below it. Do not send anything. I will review and send myself.

Every Monday at 7am, build me a 30-day cash forecast and save it as a spreadsheet in [Finance folder]/forecasts/.

Start from my current bank balance(s) from [bank feed / QuickBooks].
Add expected receipts: every open invoice, dated using that customer's average days-to-pay rather than the due date.
Add scheduled payouts from Stripe.
Subtract bills due, recurring subscriptions, loan repayments, tax set-asides, and payroll on [the 28th] at [amount].

Show a running daily balance for the 30 days with payroll dates marked.

If any day drops below [minimum buffer, e.g. $10,000], flag it at the top of the sheet in red: the date, how far below, what's driving it, and 2 or 3 things I could do about it (chase a specific invoice, delay a specific bill).

Finish with a five-line plain-English summary I can read on my phone.

It's month-end for [Month YYYY]. Reconcile QuickBooks against my bank feed and Stripe for that period.

Find and list every:
1. Bank deposit or Stripe payout that doesn't match a recorded transaction (show both sides and the difference).
2. Uncategorised transaction, with your best-guess category based on the merchant and my past categorisation.
3. Expense with no receipt attached.
4. Likely duplicate.

Put them in ONE numbered list. For each item, give me your best guess and a question I can answer in one word or a short phrase (e.g. "Uncategorised: $49 to Notion Labs. Software subscription? Y/N").

Wait for my answers. Then apply the categories, mark items as resolved, and write a one-page plain-English summary of the month for my accountant: revenue, cost of sales, major expenses, anything unusual compared with last month, and the open questions that still need a human.

In [Proposals folder] you'll find price-list.md and five past proposals that closed. Treat them as the template for structure, tone and pricing.

Write a proposal for [Client name] based on these call notes:
[paste notes or attach transcript]

Rules:
- Follow the same section structure as the past proposals.
- Price every line item from price-list.md. Never go below the floor prices listed there, and never invent a service that isn't on the list.
- Describe their problem in the client's own words from the call, not mine.
- Include scope, what's excluded, timeline, price, payment terms and validity period ([14 days]).
- At the end, list every assumption you had to make and anything I should check before sending.

Output as a document I can send today.

Watch [contact form inbox / leads@ mailbox]. When a new lead arrives:

1. Compare it against my ideal customer profile in [ICP file] and my best current customers in the CRM. Score it High / Medium / Low fit and say why in one line.
2. Draft a first reply in my voice (use [voice examples file]) within 20 minutes of arrival:
   - High fit: acknowledge exactly what they asked, answer the one question you can from my FAQ, and include my booking link [link] with two suggested times.
   - Medium fit: acknowledge, ask the two qualifying questions that matter most, give a price range from the price list.
   - Low fit: polite, warm decline with a referral to [alternative] if appropriate.
3. Create the CRM contact with source, fit score and the lead's original message.

Put the draft in my approval queue and notify me on my phone. Never send it yourself.

Here is the transcript/notes from my call today with [Name] at [Company]:
[paste or attach]

Produce three things:

1. FOLLOW-UP EMAIL in my voice (see [voice examples]): thank them, recap what we agreed in their words, confirm next steps with owners and dates, and end with the single action I need from them. Under 200 words.

2. CRM ENTRY, ready to paste: company, contact and role, deal value, stage, expected close date, key requirements, objections raised and how I answered them, competitors mentioned, decision process and who else is involved.

3. MY TASK LIST: everything I promised, with due dates. Flag anything I committed to that isn't already in my calendar.

Also tell me in one line: what's the biggest risk to this deal based on the call?

PART A: Read the attached contract [or DocuSign envelope: link].

Give me a first-read summary in this order: parties and term; payment terms; auto-renewal and notice periods; liability, indemnity and caps; termination rights on each side; IP and confidentiality; anything unusual, one-sided or missing. Quote the clause and give the page number for each. Rate each item green / amber / red for a business of my size, and list the three questions I should ask before signing. Say clearly where I need a lawyer rather than you.

PART B: When I say "go", generate our standard agreement from [contract template] using the deal terms from the CRM record for [Company]. Show me the completed draft for approval. Once I approve, send it for signature via DocuSign and remind the signer on day 1, day 3 and day 8 if unsigned. When it's signed, file it in the client folder and start the onboarding checklist.

[Client name] has just signed. Using my templates in [Templates folder] and their details from the CRM and the signed contract:

1. Write the WELCOME EMAIL in my voice: what happens next, who they'll hear from, what I need from them, and the kickoff call link.
2. Build the KICKOFF DOCUMENT from kickoff-template.md: goals as stated in the proposal, scope, timeline, contacts on both sides, and my standard discovery questions.
3. Create the CLIENT FOLDER at [Clients folder]/[Client name]/ with subfolders: 01 Contract, 02 Briefs, 03 Deliverables, 04 Invoices, 05 Notes. File the signed contract and the proposal in it.
4. Add the first three tasks to my task list with due dates: send welcome email, hold kickoff, deliver [first deliverable].

Show me everything for review before anything goes out.

Every Friday at 3pm, for each active client in [Clients folder]:

Read this week's notes, files added to 03 Deliverables, completed tasks, and any emails from them this week.

Draft a client update email in my voice, under 150 words, with four short sections:
- Done this week
- Next week
- We need from you (or "nothing needed")
- Status: on track / at risk / blocked, with one line of why

Skip any client with no activity this week and tell me instead of drafting something empty.

Put all the drafts in one document, one client per page, in [Clients folder]/updates/YYYY-MM-DD.md so I can review and send in one sitting.

Watch [support@ mailbox]. For every new ticket:

1. Read the customer's history (past tickets, plan, recent orders) and search my help docs in [Help docs folder].
2. Draft a reply in my voice (see [voice examples]) that answers the question directly in the first sentence, gives the steps if there are any, and links the relevant help article.
3. If it's a bug report, add an internal note with the customer's account details, what they tried, and the steps to reproduce.
4. If it's a refund or cancellation request, add an internal note with their account value and your recommendation against my refund policy in [policy file].
5. If you can't answer confidently from the docs, tag it "needs human" and say what's missing.

Save all drafts for my review. Never send a reply yourself.

At the end of each day, tell me which questions came up more than twice so I can add them to the help docs.

Every Monday at 7am, read QuickBooks, Stripe, my CRM, my calendar and my inbox, and write a one-page brief. Save it to [Briefs folder]/YYYY-MM-DD.md.

Sections, in this order, plain language, no filler, under 400 words total:

CASH: current balance, expected in and out this week, and the date of the next tight spot if there is one.
OVERDUE: who owes what and how late, biggest first.
PIPELINE: deals that moved last week, deals that have gone quiet for more than 10 days, and anything due to close this month.
THIS WEEK: meetings, deadlines and deliverables from the calendar and task list, by day.
NEEDS ME: the three things that most need my attention this week, and one line each on why. Exactly three.

If anything is genuinely urgent (payroll at risk, a client escalation, a contract expiring), put it in a single line at the very top before the sections.

Maintain an index of the key business documents in [Documents folder]: contracts, staff agreements, policies, licences and permits, insurance, leases, loan agreements, and receipts.

Ongoing:
- Keep index.md up to date: document, what it is, key dates (start, renewal, expiry), where it lives.
- Answer my questions from the documents with a citation to the source file and clause, e.g. "How many holiday days did we agree with Sam?" or "When does our insurance renew?"
- 30 days before any renewal or expiry date, add a reminder to my task list.

Tax time (starting [two months before deadline]):
- Build the tax organiser: everything in the folder that the accountant will need, grouped by the categories in [accountant's checklist].
- List what's MISSING against that checklist, with where it probably is (which bank statement, which supplier).
- List the questions the accountant is likely to ask based on last year's, with draft answers where the documents already contain the answer.

You're not filing my taxes. You're making sure I never spend a Saturday looking for a receipt.