So Ontropic just launched Cloud for Small Business, and it's a real game changer for any business owner who's only just starting to bring AgenTik AI into their operations. It connects an AI agent to practically every tool that you run your business on, then automates those tools for you from payroll to financial and tax reports and even marketing campaigns. So today, I'll show you exactly what this official plugin from Ontropic does, how to start using it in the fastest way possible, and how to use it properly so you can create automations for your business or your client that self evolve to fit your needs. And if you're new here, my name is Jay. I spent over a decade working with brands you probably know. I've been in AI since my masters in data science, and now I run our AI solutions practice in one of the largest AI communities globally. Let's get started.
So Ontropic just launched the small business plugin for Cloud, which you can use for Cloud CoWork, but you can also use in Cloud Code. And in case you're completely new to this space, when we say plugin, what Ontropic really means by that is it's basically the collection of mainly two things. It includes what we call skills, which are basically just prompts, their instructions that your AI follows, and it also includes connectors,
which essentially let Claude connect and control the tools that you use like Gmail, Google Drive, PayPal, and other tools and software that one would use as a small business owner. And just to demystify this further, if you go to cloud under customize,
and I'll show how to install this in a bit, but this small business plugin, which is the one that Anthropic just launched, you can see here they just updated this two days ago. And from here, you can see the set of skills that is included in that plugin. So if we take one and open it, you can see a skill, all that really is is a prompt, a written English prompt that whenever Claude uses this skill, for example, this Canva creator skill, it just absorbs all of this information that gives it a lot of best practice steps when it comes to, at least for this particular skill, creating Canva materials for your small business. And there's 31 of these skills in total that Anthropic has sort of engineered and written out that they are providing to everyone for free. So that's one part with the skills. Now the other part, the connectors. Like I mentioned, all that really is is a way for Claude to actually connect to the tools that you use. For example, as part of that small business plugin that also includes instructions on how you can connect to tools like QuickBooks or PayPal in order to run your payroll reconciliation.
Or if you're dealing with month end close as part of your workflow, then you can connect to those same tools including Google Drive. And when you send a prompt like this or schedule it to run, let's say, every end of month, you can just ask Claude to, for example, close out March for you and reconcile all your data from QuickBooks against PayPal and provide a reconciliation
summary and write up similar to what you see here. Another good example that they have here is this morning brief automation
where if you connect it to QuickBooks, Google Calendar, and if you're using Slack, then what you can potentially do, you can ask Claude to help you build a Monday morning brief every week and send it to you on Slack. And this is infinitely customizable. Right? If you want your data pulled from QuickBooks,
incoming settlements from PayPal, if you want data from Hub Spot to be pulled as well, then that is a prompt that you can send to Claude and also schedule
so that it gives you this morning brief on Slack. One final thing is growth. So this is quite interesting that they included this. Basically, if you install one of their skills, especially the ones that connect to Canva, then you can start to do interesting things. Like for instance, this prompt where they showed that you can actually ask Claude to find your weakest revenue month from last year and plan a promotion to address it. Then if you instruct the AI to draft the strategy, generate the campaign as it's in Canva, and segment your list in HubSpot, that is completely within the realm of possibilities. And you can see the overall pattern that Ontropic is doing here is that it is shipping this plugin that basically has all of the puzzle pieces, all of the building blocks to let small businesses
connect much easier to the tools that they are already using and actually sync that into sort of one data pool so that Claude, a sort of your AI brain, can just connect and tap into those data points and actually generate assets for you, can do financial analysis for you, and even help you automate a lot of regular admin tasks like monthly closing, payroll, and so on. And so if you're a small business or if you're an agency serving small businesses, this is kind of a big deal. Because remember, these are officially vetted skills and connectors
that Anthropic themselves are endorsing. So if you're just getting started in transforming your business to be a bit more authentic and you're really trying to utilize AI as part of your operations,
then this is, I think, one of the easiest and best steps that you can take. And the best part about it is it's so easy to install and use as well, and also it's free. You don't really have to pay any additional fee to Ontropic in order to use this plugin. And by the way, if you're interested in going from just using AI to getting paid for it, then check out the RoboNuggets community down in the description. We've got founders in there who landed their first client in weeks, live build sessions where we create this stuff together, and the actual templates behind what I just showed in this video. The community is also the reason these lessons get made, so see that below if that's for you. Now how do you actually start using this plugin? Well, there's actually multiple ways to do it. But if you're watching this and you're just new to the agentic space, what I suggest is for you to just download the Cloud desktop app first and install it from there. And to do that, just go to cloud.ai/downloads.
And if you scroll down, you can find the desktop app in here. Now when you're in the desktop app, you can see there's three sections in here. The first one is chat. So this is sort of like ChatGPT where it explains things for you, but it can't really touch the tools that you use and operate the tools that you use. And so the sort of level two that you can use is Claude CoWork, which can do things for you, meaning it can touch the tools that you use and operate those software platforms as well. But in my personal view, it is actually much better to just start with the most powerful of these three, which is Cloud Code. Because amongst these three, Cloud Code actually gives you the most tools and flexibility.
And in fact, Cowork, at least in my view, is a bit of a watered down version of Cloud Code anyway. Any case, for both these tools, the way to install that plugin is if you just go to customize, customize, click add plugin in here. If you browse for the plugins and search for small business, you'll be able to find that plugin, which if you install that, that will give you that package of tier two one skills and connectors,
which you can now find under your personal plugins here. And once this plugin is installed and it's turned on, you can see that the skills are already listed here, and you can now use this whenever you wish. As for the connectors, if you are working on the desktop app, you do need to connect to these one by one. And the way you do that is quite simple. Let's say you want to connect Canva in here. Just click connect, and that will take you to Canva's single sign on page where you can connect your account just like how you would in any other platform. Now you may notice I don't have my own connectors set up in here because if you've seen my other videos, I usually actually access Cloud Code through an IDE, an integrated development environment. And so if you're a bit more advanced, I do advise you to explore this because it's just a much more efficient way to use Cloud Code. So if you're similar to me and you're using Cloud Code either in the terminal view or in the Versus Code extension, the way that I would do it in order to install it is to go to their official GitHub link, which is basically where Ontropic
shares and publishes all of those plug in files sort of like as their Google Drive that is public. You can see that they actually published not just the small business plugin in here. They have finance, they have human resources, they have legal, which they published couple of months ago. But if you go here at the very bottom, the latest that they publish is this small business plugin, which is basically a folder, which if you copy the URL in here, you can just give that to Cloud Code and ask it to install it for you. And so at least to me, this is much easier because you don't need to click any buttons, and you can do everything via chat in natural language. So I just ask Cloud Code here to install this for me and to suggest which skills and connectors are most useful for our setup. And you can see once it's done, it says it's installed and verified.
I got those 30 skills and connectors, and it also gave me recommendations based on my setup. Now that is my preferred way, but since this is mostly for small businesses, you might want to get comfortable with Cloud Code first. So I'll do the rest of this demo from the desktop app, which is less intimidating.
Now to use any of these skills, all you need to do is to type in a slash and type in the name of the skill. So for example, if I type in months, you can see that we can invoke this month and prep skill from the small business plugin. We can invoke this close month skill and so on. But the problem with this is, obviously, with 31 skills and workflows, it might be difficult for you to understand what each of these skills even do. So what I've done from my side is to just create this slide pack with a slide each for those 31 skills so that very clearly you can just browse through this and find out what each of these skills does, what are the data points that it pulls from, what it does really under the hood, and what is the output that you get. So that if you are presenting this to your client or if you are presenting this to your colleagues, let's say, then you instantly have these visuals which you can provide and showcase. And I'm making this available for free down below so you could just grab it if you need it. And just to quickly scrub through the skills that they published here, there's one that gives you a snapshot of your cash flows straight from your QuickBooks, PayPal, or Square. There's one that lets you chase for invoices and actually drafts mails for you, which we'll demo in a bit. There's one that analyzes your margins per product. There's one that helps you prepare for month end, one that helps you with taxes and ten nine nines, is more applicable for US. There's one for planning for payroll, a skill that helps you price check if your product offering is up to spec with the industry, one that helps you triage for leads that you are getting from HubSpot, for example. There's one that helps you review contracts. There's one that helps you create job postings.
There's one that helps you with your content strategy, and even one that if you connect it to Canva, actually creates materials for you. And that's just a handful of skills that they published in here. And if you go through all of these, a lot of them really hit on a lot of admin tasks and obviously a lot of operational activities that several small businesses
may be involved in and want to automate. So if you're looking for a set of skills to start with in order to automate your business or to help clients automate their businesses, I think this plugin, this whole resource pack is a good way to start. Now the second thing that I advise you to do is you can send a simple prompt like this where you'll say to look at the skills in the small business plugin and ask me numbered questions about my business so at the end, can recommend to me the top skills I should be using. And if you send that off, essentially, what Cloud Code will do is parse through all of those 31 skills, which it can do really quickly anyway. And if it has context already about your business, if you're a Cloud Code user, then great because then it can already suggest multiple things to you. But if you're using Cloud Code for the first time, then this is a nice and easy way for Cloud Code to get to know your business better. And you can see just coming from that prompt, gave me multiple really good detailed questions
around how we handle money and accounting, how we handle cash, tax, and payroll, and a couple of questions which you can just answer and talk to your agent with in order to customize this setup and quickly identify which of those tier two one skills best applies for your business. Now I'll actually show how to use one of these skills that Entropic published because I think there's two main takeaways that you should have when it comes to using these. The first one is how to set them up as routines or scheduled tasks so that if you need to run them on a regular basis, you don't have to go in here and chat to Claude every time just to invoke or use that skill. So I'll show you how to schedule these. And the second thing, which I think is equally as important, is how to have these skills self evolve in a way so so that they can be improved further the more that you use them. And to show that, let's say one of the skills that you are going to use out of that small business plugin is this Invoice Chase skill. And in one page, basically what it does is it pulls data from your QuickBooks, from your PayPal for recent settlements,
as well as Stripe if you are receiving payments via Stripe. And what the skill does is that it scores each of these customers, ranks them based on good, occasional, or repeat late payers, and then it creates a message that matches the tone that you prefer and sends them to you as draft before getting approval to send them over to that particular customer. So if we invoke that skill and just type in a prompt like Invoicechase who owes me money, you'll see that it will do if in case you have your connectors already set up is it will provide you a table of people whose invoices you need to chase. And then based on the history of their payments, it provides a classification
of who they are as a payer and it also recommends a certain tone of voice to use when it comes to the follow-up. And then what it will do next as part of that whole skill is it will draft some messages for you, which you can just read and approve or give your edits or feedback to. And then from there, assuming you have your Gmail or Outlook connected to your Cloud Code, you'll be able to just ask it to send these for you all through natural language just by talking to it. Now this is actually a good demo because this also involves creating drafts of emails which you might want to give feedback to. So the first thing that you should do when it comes to installing this plugin is that you should always update it based on your taste and your own preferences. And the way that you do that is quite simple. For instance, you could just ask Cloud Code to update your skill where you can see here I gave it some bullets on feedback that as a rule, I want the emails assigned by this person. I want no em dashes and to have a more friendly tone. So that's literally all you need to do in order to update this skill. And then the next time that you use it, it will now be more custom to your own setup. And when I sent that prompt, you can see what Cloud Code is doing here is it confirmed that it will bake these in as standing rules. It read that markdown file, basically that text file which provides the system instructions or system prompt for the invoice chase skill, and it basically edited that file so that the next time you use it, it already has these standing rules set up for you. Now let's say you want to run this workflow with this skill every thirtieth of the month. Well, to set that up, you can just ask Cloud Code to do that as well. So if you send a prompt like this, I want to set up a routine that runs this skill for me every thirtieth of the month and to ask me number of questions so that our intention is aligned. Now, that second sentence, don't necessarily need to have that. But if it's your first time working with agentic platforms, I do advise you to include a part like that because what you want to do is to always have your intention be aligned with your agent just to make sure that you're both on the same page in terms of what it is that you actually want done. So you can see here that it's clarifying a few things for us where it's asking for approval dates, so when should it send and when it should not send by its own. It's asking where the output should land. So since I have Telegram connected to my Cloud Code as well, it knows that it can send to me those drafts via Telegram. And then there's a couple of questions in here around the timing as well as edge cases. And once it's done with that, you can see it gave us a nice summary of the routine that it's set up. And if you're using the Cloud desktop app, it actually has a pretty good user interface in here where if you go to routines, you can actually find the routines that your Cloud Code has set up in here. A lot of these are paused because, again, I use Cloud Code mostly via the Versus Code extension just as a personal preference. But you can see here that at the very bottom, it now has this invoice chase monthly
where you have the instructions to run the skill called small business invoice chase on the thirtieth of every month. So there you go. That is Claude for small businesses. Overall, I think this is a great move by Anthropic in order to get a lot of small businesses up to speed when it comes to the power of these Adjunctic platforms. And, uh, hopefully, this video gave you a quick rundown of these skills, how to use skills,
and also how to self improve and even schedule them so that you can use them to save time for your business and actually focus on other things that matter apart from the admin tasks that is very clearly what Entropic is targeting looking at the set of skills that we saw earlier. Which again, if you need a quick rundown or a couple of slides in order to visualize what each of these several skills does under the hood, then you could just find that resource down below. If this helped you in any way, then consider subscribing because that helps me a lot to put out more educational content like this. As always, thanks for sticking until the end, and I'll see you all next time. Thank you.