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Claude for teams · Playbook

The Claude routines playbook

Ten routines worth setting up in Claude, from lead qualification to an SOP bot, with the tool to run each one on and a prompt you can copy. Plus how Claude's scheduled tasks and Claude Code routines actually work.

Keyword
ROUTINES
Read time
8 min
Published

Most teams use Claude like a chat window. Someone opens it, asks a one-off question, closes the tab, and next week starts from zero. A routine is the opposite: the same job, done the same way, from a saved prompt, every time a trigger fires. That's where the hours come back, because nobody has to remember to do it or rewrite the prompt.

Three places to run a routine

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Still to come

  1. 01 · Lead capture and qualification
  2. 02 · Sales follow-up
  3. 03 · Customer support triage
  4. 04 · Weekly KPI report
  5. 05 · Meeting notes and action items
  6. 06 · Hiring screens
  7. 07 · Contract review for African market terms
  8. 08 · Invoice chasing
  9. 09 · Content from one interview
  10. 10 · Internal Q&A on your SOPs
  11. How I'd roll these out

Next

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