Cowork Workflows

28 step-by-step tutorials to automate your professional tasks

Target professions: Contractors · Merchants · Small business owners · Freelancers

🌐 Languages: English Français Українська 🇺🇦

📝 Note: Each workflow is available in French (.md), English (.en.md), and Russian (.ru.md) Example: invoice-generation.md (French), invoice-generation.en.md (English), and invoice-generation.ru.md (Russian)

📊 Workflows by Category

📋 Administrative (6 workflows)

Invoice management, quotes, payment reminders, compliance, financial models

Workflow Description Time Level
Invoice/Quote Generation · FR Create invoices from templates 10 min Beginner
Quote → Invoice · FR Automatic transformation 5 min Beginner
Payment Reminders · FR Generate escalating reminders 15 min Intermediate
Compliance Checklist · FR Check mandatory documents (Construction/Retail) 20 min Intermediate
Financial Model Validation · FR Audit Excel formulas, assumptions, errors 30-45 min Intermediate
Workforce Planning · FR Model HR growth, compensation costs 40-60 min Intermediate

💼 Commercial (5 workflows)

Prospecting, customer relations, market analysis

Workflow Description Time Level
Prospect Research · FR Company/customer investigation (Tax ID, revenue, decision-makers) 20 min Intermediate
Detailed Quote Creation · FR Professional itemized quotes 20 min Intermediate
Competitor Analysis · FR Local benchmarking (pricing, offerings, reviews) 30 min Intermediate
Client Follow-up Tracker · FR Excel dashboard 15 min Beginner
Supplier Price Comparison · FR Multi-quote analysis 15 min Beginner

🔧 Production (5 workflows)

Scheduling, inventory, quality, projects

Workflow Description Time Level
Project Planning · FR Gantt schedule with milestones 30 min Intermediate
Inventory Tracking · FR Stock + reorder alerts 20 min Intermediate
Work Log · FR Daily activity report 10 min Beginner
Quality Control · FR Standardized verification lists 15 min Beginner
Supplier Orders · FR Purchase order preparation 15 min Intermediate

📣 Communication (6 workflows)

Social media, emails, customer reviews, website

Workflow Description Time Level
Social Media Posts · FR LinkedIn/Facebook/Instagram 10 min Beginner
Email Templates · FR Reusable professional email library 15 min Beginner
Customer Review Responses · FR Google/Facebook review management 5 min/review Beginner
Website Audit · FR Website diagnostic + action plan 20 min Beginner
Commercial Presentations · FR PowerPoint/Keynote for clients 45 min Intermediate
Customer Newsletters · FR Create regular newsletters 30 min Intermediate

🗂️ Organization (5 workflows)

Files, notes, meetings, expenses

Workflow Description Time Level
File Organization · FR Automatic folder sorting 15 min Beginner
Expense Tracking · FR Receipts → Excel accounting 20 min Intermediate
Meeting Preparation · FR Client/supplier briefings 20 min Intermediate
Knowledge Transfer · FR Apprentice training documentation 2-4h Advanced
Scheduled Automation · FR Automated recurring tasks 15 min Intermediate
Memory Setup · FR Cross-session memory via Desktop Commander 10 min Beginner

🎯 Choose a Workflow by Need

What's your need today?
│
├─ 💰 FINANCES
│   ├─ Create invoice/quote → Invoice/Quote Generation
│   ├─ Chase overdue payment → Payment Reminders
│   ├─ Compare suppliers → Price Comparison
│   └─ Track expenses → Expense Tracking
│
├─ 🤝 CUSTOMERS & SALES
│   ├─ Qualify prospect → Prospect Research
│   ├─ Respond to Google review → Customer Review Responses
│   ├─ Sales presentation → Commercial Presentations
│   └─ Newsletter → Customer Newsletters
│
├─ 🔨 PROJECTS & PRODUCTION
│   ├─ Organize schedule → Project Planning
│   ├─ Manage inventory → Inventory Tracking
│   ├─ Daily report → Work Log
│   └─ Quality check → Quality Control
│
├─ 📢 COMMUNICATION
│   ├─ Social media post → Social Media Posts
│   ├─ Customer email → Email Templates
│   └─ Train apprentice → Knowledge Transfer
│
└─ 📂 ADMINISTRATIVE
    ├─ Organize files → File Organization
    ├─ Mandatory documents → Compliance Checklist
    └─ Prepare meeting → Meeting Preparation

🚀 Quick Start

Before Starting a Workflow

1. Common prerequisites:

# Create workspace if necessary
mkdir -p ~/Cowork-Workspace/{input,output}

# Backup important files (recommended)
cp -R ~/Cowork-Workspace/ ~/Cowork-Backup-$(date +%Y%m%d)/

2. Startup checklist:

Structure of Each Workflow

  1. Use Case — When to use this workflow
  2. Prerequisites — What you need
  3. Step-by-Step Instructions — Detailed procedure
  4. Example Prompts — Ready-to-use commands
  5. Troubleshooting — Common problems and solutions
  6. Variations — Adaptations by context
  7. Best Practices — Professional tips

💡 General Tips

1. Be Precise in Your Requests

❌ "Create an invoice"
✅ "Create invoice for client Dupont LLC, plumbing service
   dated 03/15, amount $850 + tax, payment net 30"

2. Test with Small Volumes First

Before processing 100 invoices, test on 3-5 examples.

3. Always Validate Results

Claude is powerful but not infallible:

4. Adapt to Your Trade

Workflows are templates:

5. Save Your Templates

Reuse what works:

# Create template library
mkdir -p ~/Cowork-Templates/{invoices,quotes,emails}

# Save validated templates
cp ~/Cowork-Workspace/output/validated-invoice.pdf \
   ~/Cowork-Templates/invoices/base-template.pdf

🎓 Difficulty Levels

Level Meaning Profiles
Beginner Simple workflow, 1-3 steps, 100% guided Everyone
Intermediate Structured workflow, context adaptation needed Regular Cowork users
Advanced Complex workflow, deep customization Power users, specific needs

📈 Workflow Evolution

Current version: 28 workflows (v1.5.0)

Contribute:

Roadmap:

⚠️ Limits and Precautions

Areas Requiring Human Validation

Discouraged Use Cases

🆘 Support

Problem with a workflow?

  1. Check Troubleshooting section of the workflow
  2. Review Cowork Documentation
  3. Ask question on Claude Code Forum

Bug or improvement?

Open a GitHub Issue

*Back to Cowork Documentation Ultimate Guide*