Resources
Free prompts you can paste straight into Claude, and walkthroughs of automations we have actually built.
- Guide
Claude Personal Finance: what owners should know
Claude Personal Finance links your bank and card accounts, read-only, and answers questions about your spending. Who gets it, what it sees, and its limits.
- Guide
A family law discovery portal: how it works and what it connects to
A family law discovery portal turns served requests into a simple client checklist, checks what opposing counsel produced, and connects to Clio, Lawmatics and Gmail.
- Guide
Free SOP template, plus how to write SOPs with AI
A free SOP template for small business owners: copy-paste format, a filled-in example, how to write SOPs and how to turn a recording into one with AI.
- Guide
CRM automation for small business: what to automate first
CRM automation for small business owners: what it means, signs you need it, 8 common automations to start with, and how to set up your first one.
- Guide
Business process automation: a small business guide
Business process automation in plain English for small business owners: what it is, 10 examples, how to automate your first process and what to skip.
- Guide
ChatGPT for small business: 10 everyday uses that save time
ChatGPT for small business owners: a quick setup, 10 everyday uses with copy-paste prompts, and what to keep out of your chats.
- Guide
Small business employee onboarding checklist (with AI)
A copy-ready employee onboarding checklist for small business owners, from before day one to 90 days, plus where AI can save you time training new employees.
- Guide
Virtual assistant for small business or automation?
Should you hire a virtual assistant for small business admin, automate it, or both? A fair guide to what each handles, hidden costs and VA pricing.
- Guide
GPT-6.1 Terra: what it means for your small business
GPT-6.1 Terra for small business owners: what OpenAI’s computer-using model does, who can get it, what it costs and how to try it safely.
- Guide
AI consultant for small business: what they do, how to choose
What an AI consultant for small business actually does, what a first project looks like, and the questions and red flags that help you choose one.
- Guide
Before you hand AI an important job, ask what could go wrong
The biggest disadvantages of AI in business show up when nobody asks what could go wrong. Three questions to ask before AI runs important work.
- Guide
Claude Duet: what the new AI agent means for your business
Claude Duet is Anthropic’s new AI agent for small business owners. What it does, what it costs, who can get it, and the first thing to try.
- Guide
Claude vs ChatGPT for your team: use both in one chat
Claude vs ChatGPT for your team? You don’t have to pick one. Kylon puts your staff, Claude Code and OpenAI’s Codex in one shared team chat.
- Guide
How to use AI in your business: a simple starting plan
How to use AI in your business: score your tasks on a simple 2x2, start with the ones you can run today, and test them in the tools your team already uses.
- Guide
How to set up Claude Projects for your business
How to set up Claude Projects step by step: create a project, write instructions, add files and Google Docs. Three everyday examples for business owners.
- Guide
How to run AI locally on a Mac with Meta’s Muse Spark Open
Can you run AI locally on a Mac now? Meta’s Muse Spark Open runs on two M5 Ultra Mac Studios. What it needs, what it costs, how it compares to Claude.
- Guide
What tasks can AI automate? The VA task audit
What tasks can AI automate? A one-week worksheet that sorts everything your VA does into automate or keep human, with the automation that replaces each task.
- Free prompt
How to make a dashboard with Claude, plus a 3D data film prompt
How to make a dashboard with Claude: Dashboard turns a spreadsheet or raw numbers into an interactive dashboard, and Motion turns the same data into a cinematic 3D data film.
- Guide
How to summarize calls with AI and save them to your CRM
How to summarize calls with AI: an n8n workflow turns every completed call into a transcript and summary, attached to the right person in your CRM.
- Guide
How to automate client update emails and track satisfaction
How to automate client update emails: a workflow that keeps clients informed at every milestone and turns each update into a feedback request, so unhappy clients get caught early.
- Guide
How to automatically create calendar events from emails with n8n
How to automatically create calendar events from emails: an n8n workflow reads each email, extracts the date and details, creates the event, and notifies your team and client.