Documentation/Best Practices

Best Practices

Get More From Your Helpers.

Your helpers are powerful out of the box — but these proven workflows and habits will help you get 10x more value from them.

On this page

  1. 1. Talk to Them Like Team Members, Not Robots
  2. 2. Give Context Once, Benefit Forever
  3. 3. Use the Right Helper for the Right Job
  4. 4. Start With Quick Wins
  5. 5. Combine Helpers for Bigger Projects
  6. 6. Review and Refine
  7. 7. Set Up Recurring Tasks

1. Talk to Them Like Team Members, Not Robots

Don't write "prompts." Just say what you need the way you'd say it to a colleague.

Don't

"Generate a social media content piece optimised for engagement metrics on Instagram platform"

Do

"Can you write me an Instagram post about our new summer menu?"

Don't

"Produce a financial analysis report with key performance indicators"

Do

"What does my cash flow look like this month? Here are the numbers."

Tip

The more natural you are, the better the output. Your helpers are designed to understand normal language.

2. Give Context Once, Benefit Forever

Your helpers get dramatically better when they know about your business. Tell them once and they'll apply it to everything.

Key things to share with your helpers:

  • +What your business does and who your customers are
  • +Your pricing, typical job size, or product range
  • +Your preferred tone of voice (casual, professional, technical, friendly)
  • +Your competitors or what makes you different
  • +Specific goals you're working toward

"Remember that we're a family-owned bakery in Fremantle. Our customers are mostly locals aged 25-55. We use a warm, friendly tone — never corporate. Our best sellers are sourdough and croissants."

Tip

Use the "remember" command to save important details permanently: "Remember that our standard hourly rate is $150."

3. Use the Right Helper for the Right Job

Each of your 16 helpers is a specialist in their domain. Using the right one makes a big difference.

Write a blog post

→ Copywriter

Trained in persuasive writing, SEO-friendly content, and your brand voice

Plan a product launch

→ Marketing Manager

Knows campaign strategy, channel planning, and timeline coordination

Review your expenses

→ Expense Manager

Spots wasteful spending patterns and benchmarks against industry norms

Draft a client proposal

→ Document Stylist

Creates polished, branded documents with professional formatting

Tip

Not sure who to ask? Just describe what you need — Claude will route it to the right helper automatically.

4. Start With Quick Wins

Don't try to automate your entire business on day one. Pick one task that eats your time every week and let a helper handle it.

  • +Writing social media posts (Social Media Manager)
  • +Chasing overdue invoices (Financial Analyst)
  • +Answering repetitive customer emails (Customer Success Manager)
  • +Formatting proposals and documents (Document Stylist)
  • +Tracking what you're spending money on (Expense Manager)

Tip

See the result, trust the process, then add more tasks. Most users are handing off 5+ tasks within their first month.

5. Combine Helpers for Bigger Projects

Your helpers work best as a team. Chain them together for complex tasks.

Product Launch

1.
Marketing Manager — Plans the campaign strategy and timeline
2.
Copywriter — Writes the landing page, emails, and ad copy
3.
Social Media Manager — Creates and schedules social content
4.
Brand Manager — Reviews everything for brand consistency

Client Proposal

1.
Financial Analyst — Runs the numbers and builds the cost breakdown
2.
Copywriter — Writes the persuasive narrative and scope of work
3.
Document Stylist — Formats it into a polished, branded PDF

Monthly Business Review

1.
Financial Analyst — Summarises revenue, expenses, and cash flow
2.
Marketing Manager — Reports on campaign performance and leads
3.
Operations Manager — Reviews process efficiency and team output
4.
Budget Analyst — Compares actuals to budget with variance analysis

6. Review and Refine

Your helpers aren't perfect on the first try — but they learn fast. Give feedback and they'll adjust.

Try saying:

"Make this shorter — half the length"

"Use a more casual tone, like we're talking to a friend"

"Add a pricing table at the bottom"

"This is good but the intro is too salesy — tone it down"

"Remember this style for next time"

Tip

The more specific your feedback, the better the next version. "Make it better" is vague. "Make the opening punchier and cut the second paragraph" is actionable.

7. Set Up Recurring Tasks

The real power comes when you automate the repetitive stuff. Set up tasks that run on a schedule.

Every morning

Email Draft Assistant

"Summarise my unread emails and flag anything urgent"

Every Monday

Social Media Manager

"Draft 5 social media posts for the week based on our content calendar"

End of month

Financial Analyst

"Generate a financial summary with revenue, expenses, and cash flow"

Weekly

SEO Specialist

"Check our website for SEO issues and suggest improvements"

Tip

Start with one recurring task. Once you see it working reliably, add more.

Helper-Specific Best Practices

Select a pack or helper to see specific tips, use cases, and starter prompts.

Marketing Manager

Campaign Planning

Best for: Strategic planning, campaign coordination, competitor analysis, go-to-market strategy

What you can do with Marketing Manager

  • +Plan a complete marketing campaign from brief to launch
  • +Analyse competitors — their pricing, messaging, channels, and positioning
  • +Build a 90-day marketing roadmap with priorities and milestones
  • +Create a go-to-market strategy for a new product or service
  • +Set up marketing/sales alignment with lead handoff criteria
  • +Allocate marketing budget across channels based on industry benchmarks

Tips

  • Share your current marketing spend and channels so they can benchmark against your industry
  • Ask for a competitor audit before planning — it reveals gaps you can exploit
  • Request a campaign brief template to keep all campaigns structured and consistent

Try these starter prompts

"Plan a marketing campaign to promote our new [product/service] launching next month"

"Analyse my top 3 competitors and tell me where we can differentiate"

"Build me a 90-day marketing plan — we have $2,000/month to spend"

Copywriter

Content Creation

Best for: Email copy, ad copy, landing pages, blog posts, product descriptions, brand voice

What you can do with Copywriter

  • +Write email sequences that convert leads into customers
  • +Create ad copy for Google, Facebook, or Instagram campaigns
  • +Draft landing page copy with headlines, CTAs, and social proof sections
  • +Write blog posts optimised for SEO and readability
  • +Create product descriptions that highlight benefits over features
  • +Build A/B test variations of headlines or subject lines

Tips

  • Share examples of writing you like — they'll match the tone and style
  • Ask them to score their own copy against a 28-point checklist for quality
  • Request multiple headline options so you can pick the strongest
  • Use proven frameworks: ask for AIDA (Attention, Interest, Desire, Action) or PAS (Problem, Agitate, Solution) structures

Try these starter prompts

"Write a 5-email welcome sequence for new customers who just signed up"

"Write 3 Google Ad variations for our [service] — keep them under 90 characters"

"Draft a landing page for our [offer] using the PAS framework"

SEO Specialist

Search Optimisation

Best for: Keyword research, technical SEO audits, content strategy, local SEO, schema markup

What you can do with SEO Specialist

  • +Run a technical SEO audit on your website and prioritise fixes
  • +Research keywords your customers are actually searching for
  • +Identify content gaps — topics your competitors rank for but you don't
  • +Optimise existing pages with better titles, meta descriptions, and headings
  • +Set up local SEO for Google Business Profile
  • +Suggest schema markup to improve search appearance

Tips

  • Share your website URL and your top 3 competitors so they can do a full comparison
  • Ask for a prioritised fix list — not every SEO issue is equally important
  • Focus on local SEO first if you're a local business — it's the fastest win

Try these starter prompts

"Audit my website [URL] for SEO issues and give me a prioritised list of fixes"

"Research keywords for a [industry] business in [location] — focus on high-intent searches"

"What content should I create to outrank [competitor URL]?"

Social Media Manager

Community Growth

Best for: Content calendars, platform-specific posts, hashtag strategy, scheduling, engagement

What you can do with Social Media Manager

  • +Create a monthly content calendar with post ideas for each platform
  • +Write platform-optimised captions (Instagram, LinkedIn, Facebook, TikTok)
  • +Research trending hashtags for your industry and location
  • +Plan a content series around a theme or campaign
  • +Draft responses to comments and messages in your brand voice
  • +Analyse what types of posts perform best and adjust strategy

Tips

  • Tell them which platforms you're active on — they'll tailor content to each one
  • Share your posting frequency goals so they can plan a realistic calendar
  • Ask for content pillars first (3-5 recurring themes) before individual posts

Try these starter prompts

"Create a 4-week content calendar for Instagram and LinkedIn — 3 posts per week each"

"Write 10 Instagram captions for a [type of business] — mix educational, promotional, and behind-the-scenes"

"Research the best hashtags for a [industry] business in [location]"

Financial Analyst

Financial Forecasting

Best for: Cash flow forecasting, financial health checks, ratio analysis, variance reports

What you can do with Financial Analyst

  • +Forecast your cash flow for the next 3-6 months
  • +Run a financial health check with 20+ ratios and benchmarks
  • +Analyse your revenue trends and identify growth patterns
  • +Create variance reports comparing budget vs actuals
  • +Build financial models for new projects or investments
  • +Summarise your financial position in plain language

Tips

  • Share your income and expense data — even a rough spreadsheet helps
  • Ask for the Piotroski F-Score to get a quick financial health rating
  • Request explanations in plain language, not accounting jargon

Try these starter prompts

"Here's my income and expenses for the last 3 months — what does my cash flow look like going forward?"

"Run a financial health check on my business using these numbers"

"Compare my actual spending to my budget and flag anything over by more than 10%"

Expense Manager

Cost Analysis

Best for: Expense auditing, fraud detection, spending patterns, policy building, vendor analysis

What you can do with Expense Manager

  • +Audit your expenses and flag wasteful or unusual spending
  • +Categorise and organise your business expenses
  • +Compare your spending to industry benchmarks
  • +Build an expense policy for your team
  • +Identify subscription creep — services you're paying for but not using
  • +Run per diem rate checks for business travel

Tips

  • Upload your bank statements or expense reports for a thorough review
  • Ask them to run a 50-point audit checklist on your expenses
  • Request a quarterly spend review to catch trends early

Try these starter prompts

"Review these expenses and tell me where I'm overspending"

"Find any subscriptions or recurring charges I might not need anymore"

"Create an expense policy for my team of 5 people"

Compliance Officer

Regulatory Planning

Best for: Tax compliance, regulatory checks, policy development, risk assessment, audit prep

What you can do with Compliance Officer

  • +Check your business practices against relevant regulations
  • +Build compliance checklists for your industry
  • +Identify regulatory risks before they become problems
  • +Prepare documentation for tax time or audits
  • +Review your data handling practices against privacy requirements
  • +Create compliance policies and procedures

Tips

  • Tell them your industry and location — compliance requirements vary significantly
  • Ask for a gap analysis to see where you're compliant and where you're not
  • Request a compliance calendar with key deadlines throughout the year

Try these starter prompts

"What compliance requirements should a [industry] business in [location] be aware of?"

"Review my current business practices and flag any compliance risks"

"Create a compliance checklist for [specific regulation or requirement]"

Budget Analyst

Performance Tracking

Best for: Budget building, variance analysis, scenario planning, cost allocation, reforecasting

What you can do with Budget Analyst

  • +Build a detailed budget for your business or a specific project
  • +Track budget vs actuals with RAG status reporting
  • +Run scenario planning — what happens if revenue drops 20%?
  • +Allocate costs across departments or projects
  • +Reforecast your budget based on current trends
  • +Analyse headcount costs and plan for hiring

Tips

  • Start with a zero-based budget approach for the most accurate view
  • Ask for a rolling forecast that updates as new data comes in
  • Request RAG (Red/Amber/Green) status on each budget line for quick scanning

Try these starter prompts

"Build me a monthly budget for a business doing $[X] in revenue with [X] employees"

"Compare my budget to actuals for this quarter and highlight the biggest variances"

"What happens to my cash position if I hire 2 more people at $[X]/year each?"

Workflow Automator

Process Automation

Best for: Process audits, automation assessment, workflow design, ROI calculation, SOPs

What you can do with Workflow Automator

  • +Audit your current processes and score them for automation potential
  • +Design automated workflows for repetitive tasks
  • +Calculate the ROI of automating specific processes
  • +Write SOPs (Standard Operating Procedures) for your team
  • +Build document templates for recurring business needs
  • +Set up email monitoring and automated categorisation

Tips

  • List your top 5 most time-consuming tasks — they'll score each one for automation potential
  • Ask for the ROI calculation before automating — not everything is worth automating
  • Start with the task that has the highest frequency and lowest complexity

Try these starter prompts

"I spend 3 hours a day on [task] — can you help me automate this?"

"Audit my daily workflow and tell me what can be automated"

"Write an SOP for [process] so my team can follow it consistently"

Operations Manager

Day-to-Day Operations

Best for: Operations audits, KPI design, process improvement, capacity planning, change management

What you can do with Operations Manager

  • +Run a scored operations audit across 6 key areas
  • +Design KPIs and OKRs for your team or business
  • +Create a 30/60/90 day operational improvement roadmap
  • +Assess your capacity — can your team handle more work?
  • +Plan and manage organisational changes
  • +Benchmark your operations against industry standards

Tips

  • Ask for a scored audit first — it gives you a baseline to improve from
  • Focus on 3-5 KPIs max. More than that and you'll lose focus
  • Request a prioritised roadmap so you know what to fix first

Try these starter prompts

"Run an operations audit on my business and score each area out of 5"

"Design 5 KPIs that would help me track how well my [type] business is running"

"We're growing fast — assess whether my team of [X] can handle [Y] more clients"

Customer Success Manager

Client Retention

Best for: Customer health scoring, churn prevention, QBR prep, upsell identification, win-back

What you can do with Customer Success Manager

  • +Score your customer health and identify at-risk accounts
  • +Build a churn prevention playbook with early warning triggers
  • +Prepare quarterly business reviews (QBRs) for key clients
  • +Identify upsell and cross-sell opportunities in your customer base
  • +Design win-back campaigns for churned customers
  • +Create customer onboarding workflows

Tips

  • Share your customer list and interaction history for a proper health assessment
  • Ask for a retention psychology framework matched to your churn reasons
  • Focus on your top 20% of customers first — they drive 80% of revenue

Try these starter prompts

"Here's a list of my customers — which ones are at risk of leaving?"

"Build me a QBR template I can use for my top 10 clients"

"Design a win-back email sequence for customers who cancelled in the last 3 months"

HR Manager

People Operations

Best for: Hiring, onboarding, policy writing, performance reviews, workplace compliance

What you can do with HR Manager

  • +Write job descriptions that attract the right candidates
  • +Build an onboarding checklist for new hires
  • +Create HR policies (leave, remote work, code of conduct)
  • +Design performance review frameworks
  • +Navigate workplace compliance requirements
  • +Draft employment contracts and offer letters

Tips

  • Tell them your business size and industry — HR requirements vary a lot
  • Ask for compliant templates — they know employment law basics
  • Focus on onboarding first — a good first week reduces early turnover by 50%

Try these starter prompts

"Write a job description for a [role] at my [type] business"

"Create a first-week onboarding checklist for a new [role]"

"Draft a remote work policy for a team of [X] people"

Brand Manager

Brand Strategy

Best for: Brand positioning, voice development, competitive differentiation, brand audits

What you can do with Brand Manager

  • +Define your brand positioning and unique value proposition
  • +Develop your brand voice and tone guidelines
  • +Run a brand audit — how consistent is your brand across touchpoints?
  • +Create a messaging framework for different audiences
  • +Analyse competitor brands and find your differentiation
  • +Build a brand guide your team can follow

Tips

  • Share examples of brands you admire — they'll extract what you like about them
  • Ask for a brand voice with specific dos and don'ts, not just adjectives
  • Request a one-page brand guide before a full brand book — keep it practical

Try these starter prompts

"Help me define what makes my business different from competitors in [industry]"

"Create brand voice guidelines for my business — we want to sound [adjectives]"

"Audit my website, social media, and marketing materials for brand consistency"

PR Manager

Communications

Best for: Press releases, media pitches, crisis communications, journalist outreach, story angles

What you can do with PR Manager

  • +Write press releases for announcements, launches, or milestones
  • +Score story ideas for newsworthiness before you pitch
  • +Build targeted journalist and media lists for your industry
  • +Prepare crisis communication plans and holding statements
  • +Draft media pitches that actually get responses
  • +Monitor and analyse competitor PR activity

Tips

  • Ask them to score your story for newsworthiness first — not everything is worth pitching
  • Local media is often easier to get into than national. Start local
  • Request a media list segmented by outlet type (print, online, podcast, TV)

Try these starter prompts

"Write a press release announcing [your news/milestone]"

"Is this story newsworthy? [describe your story idea]"

"Build a list of 10 journalists or media outlets that cover [your industry] in [your area]"

Document Stylist

Professional Documents

Best for: Proposals, reports, presentations, branded templates, document formatting

What you can do with Document Stylist

  • +Transform plain documents into polished, branded deliverables
  • +Create proposal and report templates with your branding
  • +Format spreadsheets and presentations professionally
  • +Apply consistent styling across all your business documents
  • +Convert rough content into client-ready PDFs
  • +Build document templates for recurring business needs

Tips

  • Share your brand colours, fonts, and logo so they can apply consistent styling
  • Ask for a template library — proposal, invoice, report, and presentation templates you can reuse
  • Send them rough drafts and ask them to make it "client-ready"

Try these starter prompts

"Take this rough proposal and turn it into a professional, client-ready document"

"Create a branded proposal template I can reuse for new clients"

"Format this spreadsheet into a clean, presentable report"

Photo Creator

Visual Content

Best for: AI-generated images, social media visuals, product photos, marketing imagery

What you can do with Photo Creator

  • +Generate custom images for social media posts
  • +Create product mockups and lifestyle shots
  • +Design visual content for marketing campaigns
  • +Generate hero images for blog posts and landing pages
  • +Create consistent visual content in a specific style
  • +Produce images for ads and promotional materials

Tips

  • Be specific about style — "photorealistic" vs "illustrated" vs "minimalist" gives very different results
  • Reference the style of your brand when requesting images
  • Ask for multiple variations so you can pick the best one

Try these starter prompts

"Create a professional hero image for a blog post about [topic]"

"Generate 5 Instagram post images for a [type of business] — modern, clean style"

"Create a product mockup showing [product] in a lifestyle setting"

Running into issues?

Check out Help & Troubleshooting for answers to common questions and fixes.

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