Guides

Your business and your day

How Claude learns your business before writing in its name, reads your business map, keeps up with your Tasks and the hub's notifications, and reports how the account is going.

#It reads your business first

Write a blog post about our winter specials.

Before Claude writes anything in your business's name (site copy, a post, an email, an agent's instructions), it reads your business details with awesomate_business: your name, what you do, your services, your voice and tone, your colours, your links and your address. Each detail says where it came from. Anything found by researching your website is marked as a suggestion, and Claude asks before publishing it. To change a detail, you change it in the hub under Your business; Claude reads, it doesn't edit. It can also list every detail a business can have (catalogue), to see what's still worth filling in.

We don't have a design system yet. Can you make one for Claude Design?

awesomate_design_system_package turns the details you've confirmed (colours, font, logo, name, voice) into a starter brand design system, written into a folder in your project. Claude asks you first, then tells you how to bring it into Claude Design.

#Your business map

What should we automate next?

Which role would this agent help, and how far should it be allowed to go?

awesomate_business_map reads your map: the seven departments every business has, the roles in each and who holds them, which agents and automations help which role, and your customer's path from finding you to coming back. Claude reads it before suggesting what to automate or delegate, and before writing an agent's instructions, so the agent knows whose role it helps and how far it may go.

You decide what changes on the map. When Claude suggests a change (a new role, a person, a priority), it files a suggestion and you accept or turn it down from Tasks in the hub; Claude tells you it's waiting for you and never says the change is made. The one exception makes things safer: lowering how much a role may approve alone (an amount or a discount) applies straight away, while raising it waits for you.

#Tasks

What's waiting on me?

Give Sam a task to call the Hendersons back on Friday.

awesomate_tasks reads your board: what's waiting on you and your team (a quote to accept, an email to approve, our questions), tasks people on your account give each other, and tasks your agents asked a person to do. Claude can give someone a task (they're emailed), mark a task done when you say you've done it, and pass a card to someone else on your account.

It can also list the decisions waiting in your business, such as an agent's action held for a person's OK. It can tell you who each one is waiting on, and show a decision's record (who held it, and for how long), but it never answers, approves or puts one off: a held action is released only by a person's tap in the hub or on the emailed link.

Your business map and Tasks are reaching accounts in stages. If they aren't on your account yet, Claude says so, and so does the hub.

#How the account is going

How did my automations and website go this month?

• awesomate_dashboard_metrics gives the headline numbers in one go: runs, errors, time saved, chat sessions and the most recent failure.
• awesomate_account_report reads the month the way a report would: what's working, what isn't, how much the account is used, and your plan. Claude writes the report in your words; a part it couldn't read just now is left out, never shown as zero.
• awesomate_notifications reads the hub's notification bell (quota warnings, "your quote is ready"). Claude mentions anything unread once and marks it read after telling you.

#What your plan includes, and your privacy settings

What would I get if I moved to Pro?

awesomate_get_plan_features explains what each plan includes, and awesomate_get_limits shows how much of yours you're using. When a tool says a privacy setting is off, awesomate_privacy_settings tells Claude exactly which one, so it can point you to the right switch. Only you change privacy settings, in the hub under Settings, Privacy.

Every tool is in Your account.