Future of Work Lab
PERSONAL AI OS ACCELERATOR · PROFESSIONALS

Administration / Finance OS

Lead the operation, not the inbox.

Stop chasing payments and reminders. Let the system chase them for you.

Your AI OS handles the recurring administrative and finance work that’s eating your week. The invoice follow-ups, the payment reminders, the monthly reports, the supplier emails, the document requests, the internal procedures everyone forgets.

Run your admin and finance work through a Claude AI Operating System tailored to your company, your suppliers, your clients, and your reporting cadence. Reminders, reports, communications, and procedures, all in one place.

Built on Claude. Tailored to your work. No coding. No tech skills. For beginners.

BUILD MY OS

7 sessions · €149 + Claude Pro subscription (€18/month, required)

Administrative managers, finance teams, and office managers7 sessions€149
You know AI matters. You’re too busy keeping things running to learn it properly.

Whether you’re a responsabile amministrativo, a finance manager, or the office manager holding the company together, the ground shifted under admin work in the last twelve months. Leadership wants reports faster. Suppliers expect responses sooner. Audits want cleaner trails. Your own work has piled up because everyone else is moving faster too. The pressure is real and it’s not going away.

You’ve tried using ChatGPT or Claude. You’ve drafted a payment reminder, summarised an invoice issue, sped up a report. It saved you some time. It didn’t change anything else. You’re still doing the work the same way. The AI changed the speed. It didn’t change the system.

You need a system that does your recurring work for you, on your suppliers and clients, in your company’s voice, on schedule. So you can spend your hours on the parts of admin and finance AI can’t do. The judgment calls. The exceptions. The relationships with the people who pay you and the people you pay. The work that keeps the company running clean.

That’s what the Administration / Finance OS helps you build.

You build a Claude AI Operating System around your actual work.

  • Your suppliers, your clients, your payment terms
  • Your invoicing cycle, your reminder cadence, your escalation rules
  • Your monthly and quarterly reports
  • Your internal procedures, your document templates, your standard requests
  • Your company’s tone for chasing, reminding, and reporting

By the end, you have a working system that drafts the reminders, prepares the reports, handles the routine supplier and client communications, and gives you back the hours you’ve been losing to the same emails you write 200 times a year.

You still bring the judgment. The system gives you the structure.

What you’ll build, with step-by-step help.

No AI experience needed. No coding. Built for beginners.

Your Admin Command Center (Claude Projects)
  • Build Claude Projects for the four areas of your work: Receivables, Payables, Reporting, Procedures
  • Or build one Project per major client or supplier, if a few accounts take most of your time
  • Load your payment terms, supplier lists, client contacts, report templates, and standard procedures once. Reuse forever
  • Every chat starts with full context. Your AI never sends a generic reminder that misses your company’s tone again
The Things You Do Every Week, Done Once (Claude Skills)

Skills run on demand from any conversation. The work you do every week, captured once, run in two clicks.

  • A Payment Reminder skill that drafts the polite first reminder, the firmer second reminder, and the escalation note, in your company’s voice
  • An Invoice Follow-Up skill that turns an unpaid invoice list into a personalised chase email per client
  • A Supplier Communication skill for routine requests, document chases, and confirmations
  • An Internal Procedure skill that drafts the standard memo, request, or process note when someone asks "how do we do this again?"
Your First Plugin: Monthly Report (Skills + Agent, Bundled)

A Plugin packages a set of Skills with an agent so they run together as one move. You install it once. After that, one prompt does the whole sequence.

  • The Monthly Report Plugin pulls the month’s data from your files
  • Drafts the financial summary, the variance commentary, and the cover note for leadership
  • All in one run, in your company’s voice, in your standard format
  • You review and approve. The Plugin handles the rest
Always-On Routines (Routines + Connectors)

Routines run automatically on a schedule. Connectors plug Claude into the tools you already use, so it works on your real data, not a copy-paste of it.

  • A Monday Receivables Briefing that scans last week’s invoices, flags what’s overdue, and prepares the reminder list for the week
  • A Friday Reporting Routine that drafts the weekly admin or finance update for leadership, automatically
  • Gmail, Calendar, and Drive, connected once so Claude works inside your existing setup, not in a separate tab
  • Your data stays safe and stays yours

Routines run on a schedule. Plugins run on demand. Together with the Connectors, they keep the work moving without you holding every piece.

Cowork on Real Deliverables (Claude Cowork)

A shared workspace where Claude works alongside you in the document, not in a chat window.

  • Monthly and quarterly reports drafted with the data and the commentary in one sitting
  • Internal procedures and process documents written cleanly the first time
  • Supplier and client letters prepared for review, not from scratch
  • Audit-ready files prepared before the request, not the night of
What you leave with

By the end of session seven, you have:

  • 1 Admin Command Center
  • 4 reusable Claude Skills
  • 1 Monthly Report Plugin (Skills + agent, bundled)
  • 2 always-on Routines
  • Connectors to Gmail, Calendar, and Drive
  • 3 shipped admin or finance deliverables

And you walk away with:

  • A working AI OS inside your admin and finance work
  • A new way of working that compounds every week
  • The knowledge to keep expanding your OS on your own
Ready to lead the operation, not the inbox?

Move from reactive admin to structured admin.

BUILD MY OS

7 sessions · €149 + Claude Pro subscription (€18/month, required)

For Administrative managers, finance teams, and office managers

Built on Claude
Claude ProjectsClaude SkillsPluginsRoutinesCowork
€149
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