Operations & Admin skills for Claude
Tidy up processes, admin, meetings and paperwork. 587 skills and plugins for people who run the day-to-day of a business, 476 of them with no code needed. Most popular first.
MarketingResearch & AnalysisWriting & ContentSalesSmall Business & StartupsDesign & CreativeDocuments & Office FilesProduct ManagementPersonal ProductivityFinance & AccountingData & SpreadsheetsEducation & TeachingInvesting & TradingLegalCustomer SupportHR & RecruitingCareer & Job SearchReal EstateHealthcare
Internal Comms Writer
Writes status updates, newsletters, FAQs, and other internal company messages.
PDF Toolkit
Reads, edits, merges, splits, and fills PDF files on request.
Event Marketing Planner
Plans webinars, conference sponsorships, and speaking opportunities for pipeline.
Recurring Marketing Loops
Sets up repeatable marketing check-ins and workflows that run on a schedule.
Revenue Operations Planner
Maps out lead scoring, routing, and the handoff process between marketing and sales.
Site Architecture Planner
Plans your website's page structure, navigation, and URLs for visitors and search engines.
Website Conversion Tracking Setup
Sets up and fixes tracking so form fills, calls, and sales are counted correctly.
Asana Task Manager
Create, update, and track Asana tasks and projects through plain conversation.
Discord Message Bridge
Connects Claude to Discord so it can send and manage messages for you.
Project Status Page
Creates a shareable, tabbed status page that tracks a project's progress over time.
Project Status Page Builder
Creates a shareable, always-updated page showing your project's progress.
Deal Pipeline Tracker
Keeps every active deal's milestones, deadlines, and action items organized in one place.
Due Diligence Checklist
Builds a full due diligence checklist tailored to the deal and tracks what's still outstanding.
Fund Administration Toolkit
Automates fund accounting tasks like reconciliations, accruals, and NAV checks.
General Ledger Reconciler
Finds accounting discrepancies and traces them back to the source.
GL Reconciliation Helper
Matches general ledger entries to subledger records and lists every discrepancy found.
KYC Document Reader
Pulls identity, ownership, and funding details out of client onboarding paperwork.
KYC Document Screener
Checks onboarding documents against compliance rules and flags issues.
KYC Risk Scorer
Scores a client's onboarding record against your firm's compliance rules and risk levels.
Month-End Close Assistant
Handles accruals, roll-forwards, and variance notes for month-end close.
Portfolio AI Opportunity Scan
Reviews portfolio company reports to find and rank the best places to apply AI.
Post-Acquisition Value Plan
Maps out revenue, cost, and operational improvements to boost earnings after a deal closes.
PowerPoint File Writer
Creates a PowerPoint file on your computer when no live PowerPoint session is open.
Reconciliation Break Tracer
Traces a bookkeeping mismatch back to its original source transaction and cause.
Spreadsheet Data Cleaner
Fixes messy spreadsheet data like inconsistent dates, spacing, and duplicate rows.
Accessibility Checker
Audits a design or web page against official accessibility standards.
Bill Processing Assistant
Reads your vendor bills, codes them, and stages a payment run for your approval.
Business Operations Helper
Manage vendors, document processes, and plan capacity needs.
Business Pulse Snapshot
Pulls data from your connected business tools into a one-page daily snapshot.
Change Request Writer
Builds a complete change request with risk analysis, rollback plan, and communication steps.
Compliance Quick Check
Flags which regulations and approvals might apply to a new idea or feature.
Compliance Tracker
Helps track compliance requirements and get audit-ready for standards like SOC 2 or GDPR.
CRM Autopilot
Keeps your CRM updated automatically from emails, calls, and meetings.
Daily Activity Digest
Summarizes your recent messages, emails, and documents into one catch-up report.
Daily Briefing
Gives you a morning rundown of meetings, deals, and emails needing attention.
Deal Update Assistant
Updates a sales deal's stage, close date, or notes with a before-and-after check.
End Of Day Wrap Up
Wraps up your day by logging calls, updating the CRM, and planning tomorrow.
Escalation Brief Builder
Turns a messy support issue into a clear escalation brief for engineering or leadership.
Inbox Sweep
Sorts your customer emails and drafts replies for the ones that need one.
Inbox Triage Assistant
Sorts your inbox into what needs you now, what's handled, and what to file.
Instant HTML Dashboard
Builds a shareable, interactive dashboard file with charts and filters from your data.
Interactive PDF Markup Tool
View, mark up, sign, and fill out PDF documents right in Claude.
Interactive PDF Viewer
Opens a PDF so you and Claude can mark it up, sign it, or fill in forms together.
Inventory Reorder Planner
Tells you what to reorder, when, and how much, based on actual sales.
Lead Router
Decides who should own a new lead and drafts the handoff notes.
Leadership Status Report
Turns project updates into a polished status report with risks and action items.
Log Activity
Logs a call or meeting into the CRM from your notes or a transcript.
Meeting Scheduler
Finds a time, drafts the invite, books the meeting, and logs it to your CRM.
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A short, hand-picked set of the most useful no-code skills for coaches, consultants and small business owners, with simple install steps. Coming soon.