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Claude for operations

Claude for operations: processes that write themselves down.

Operations teams keep the business running, often on knowledge that lives in a few people's heads. Claude turns how the work is really done into clear procedures, compares suppliers in minutes and finds the gaps in a process before they cause problems.

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Notes from the walk-through

  • - check note v order
  • - damage?? photo it
  • - into system
  • - shelves, labels
  • - note → file

Goods-in procedure

  1. 1.Check the delivery note against the order
  2. 2.Inspect for damage and photograph any issues
  3. 3.Log stock into the system
  4. 4.Move items to the labelled location
  5. 5.File the delivery note
Skill · Procedure format● Gap flagged: who signs off damage?

Illustrative example

How it works

From know-how to a written procedure.

  1. 01

    Walk it through

    Someone who does the task talks it through or jots down the steps.

  2. 02

    Procedure drafted

    Claude writes a clear procedure and checklist, and flags gaps.

  3. 03

    Team review

    The people who do the work check it and correct anything wrong.

  4. 04

    Published and reused

    It goes into your knowledge base and the operations Project for everyone.

What Claude helps with

Less firefighting, more running smoothly.

  • Procedures from notes

    Turn walkthrough notes or a recording summary into a step-by-step procedure and checklist.

  • Supplier comparisons

    Compare quotes and terms side by side, and flag anything unusual.

  • Process gap analysis

    Find where a process could be missed, duplicated or delayed, and suggest fixes.

  • Weekly operations report

    Turn the week's numbers and notes into a short report for leadership.

  • Checklists and forms

    Draft checklists, inspection forms and handover templates in a consistent format.

  • Incident write-ups

    Structure what happened, why and what changes, from the team's notes.

Prompts to try

Copy, paste, adapt.

Starting points written for operations teams. Replace the [brackets], leave out names and anything personal or sensitive, and check the output before you use it.

Want prompts like these built into your team's setup? See Projects and Skills.

prompts / operations-teams

  1. 01Procedure from notes

    > Turn these notes on how we [task] into a procedure: a one-line purpose, who it is for, numbered steps, and a short checklist at the end. Flag any step that seems to be missing or unclear.

  2. 02Compare suppliers

    > Compare these three quotes in a table: price, delivery time, minimum order, payment terms and anything unusual in the small print. Then recommend which to choose for [priority] and say why.

  3. 03Find the gaps

    > Here is our current process for [process]. Identify where things could be missed, duplicated or delayed, and suggest one practical fix for each. Keep it to the five most important issues.

Safe use

Checked by the people who do the work.

Good results come from good habits. These are the safeguards we build into every rollout for operations teams, and train the team on.

Free AI usage policy template How ready is your team? Take the scorecard What would Claude cost your team?

  • Procedures are reviewed by the people who do the work before they are published.
  • Supplier pricing and contract terms stay within approved tools.
  • Anything safety-critical is checked by a qualified person.
  • Claude suggests; managers decide what changes.
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Questions

Good questions.

Something else on your mind? Ask us directly.

Can Claude write our standard operating procedures?

It can draft them quickly from notes or walkthroughs. The people who do the work should always review them before they are published.

Can Claude help with scheduling and rotas?

It can draft schedules around constraints you give it, for a manager to adjust and approve. Keep personal details, such as reasons for absence, out.

Do we need technical skills to use Claude in operations?

No. Most operations uses are writing, comparing and analysing, done in plain English. Connecting Claude to your systems is part of the setup we handle.

Further reading

From AI curious to AI capable

Find out what AI can do for your business.

Start with an audit. You will know exactly where AI fits, what to do first and what it should give back. Your report looks something like this.

Book an AI audit director@hizmedia.com