Free. No account. Runs on Claude.

What can Claude actually do in your business?

Answer four quick questions. Claude writes you three specific automations for your business, with the exact prompts to paste in.

What kind of business do you run?

What you actually get

A real plan, not a sample

This is one unedited run of the tool above, for a dental practice of ten to forty nine people whose front desk is buried in paperwork.

Medical or dental practice10 to 49 peopleOwnerScheduling and adminpaperwork and document review

Your front desk's insurance paperwork and reminder calls are the biggest opportunity for Claude in your practice.

Start with the insurance explanation of benefits summarizer, because your staff already have these documents in hand every day and the win is immediate and easy to see.

1

Plain-English insurance explanation drafts

15 min setup

Your front desk spends chunks of the day reading dense insurance and EOB language and then re-explaining it to patients in words they can actually understand.

2

Reminder call and message script builder

20 min setup

Staff burn time each week writing or re-writing appointment reminder scripts, no-show follow-ups, and rescheduling messages one at a time.

3

New patient intake form review and checklist

25 min setup

Every new patient packet has to be checked by hand for missing signatures, incomplete insurance fields, and inconsistent information before it can be filed or billed.

The prompt for number one, in full

Copy it, paste it into claude.ai

You are helping a dental/medical front desk explain insurance paperwork to a patient in plain English. Below is the text of an explanation of benefits or coverage document with all patient names, dates of birth, and ID numbers replaced with placeholders. Read it and produce:
1. A 3 to 5 sentence plain-English summary of what is covered and what the patient owes.
2. A short explanation of any denial or reduced-coverage reason, in non-technical language.
3. One or two sentences the front desk can say out loud to the patient.

Keep the tone warm and clear, avoid insurance jargon, and do not guess at numbers that are not in the document.

[paste de-identified EOB or coverage letter text here]

And what it told them not to do

  • Do not use Claude to submit or transmit anything containing actual patient names, dates of birth, or insurance ID numbers into the chat, since claude.ai is not a HIPAA-covered environment for your practice unless you have a specific business associate agreement in place, so keep real patient identifiers out and use placeholders or de-identified summaries instead.
  • Do not let Claude make final coverage or claim decisions, since it can misread plan-specific rules and a wrong answer told to a patient at the front desk becomes your problem, not Claude's, so always have staff verify against the payer portal before confirming anything to a patient.

Yours will name your business, your trade and the work you said eats your week.

Worked examples by industry

Real walkthroughs with the prompts, if you want to read before you answer anything. Or browse the full workflow library. Wondering whether this is even allowed in your line of work? Start with the straight answers.

dental practicesagencieslaw firmscontracting and home services businessesaccounting and bookkeeping firmsreal estate brokerages and property managersconsulting and professional services firmsecommerce and retail businessesbanks and financial services firmsrestaurants, hotels, and event businessesnonprofits and associationsveterinary practicesmed spas and aesthetics practicesinsurance agenciesIT services firms and MSPsstaffing and recruiting firmshome care and senior care agencies

Who made this

I’m Travis Johnson. I co-founded AuraPath AI, where we put Claude to work inside real small and mid-sized businesses, and I’m an Anthropic Claude Ambassador, one of fifty worldwide out of more than seventy thousand applicants.

I also co-founded and help run a concierge medical practice, so I am on the receiving end of this too. The paperwork, the front desk, the follow-ups that never quite happen. Most owners I meet have heard about AI a hundred times and still have no idea what to do with it on Monday morning. This tool is the answer I would give you if we were sitting down together.

The most useful thing I can tell you is what actually happened at one of them. A federal engineering contractor was spending four to eight hours on every payroll run, reassembling job costing by hand. That is now about thirty minutes, a 94 percent reduction, roughly 195 hours a year, and about $57,000 in cost avoided and labour saved. Two phases, then their own staff took it over. Published with the client’s permission, and it is the only client result on this site, because it is the only one I have permission to give you.

What this is

  • A real plan generated for your specific business
  • Prompts you can paste into claude.ai today
  • An honest list of what to skip for now

What it is not

  • A sales call in disguise
  • A generic PDF everyone gets
  • Anything that needs code or a developer