# Cowork Workflows

> **29 step-by-step tutorials to automate your professional tasks**

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

🌐 **Languages**: [Français](README.md) | [English](README.en.md)

> 📝 **Note**: Each workflow is available in French (.md) and English (.en.md)
> Example: `invoice-generation.md` (French) and `invoice-generation.en.md` (English)

---

## 📊 Workflows by Category

### 📋 Administrative (6 workflows)

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

| Workflow | Description | Time | Level |
|----------|-------------|------|-------|
| [Invoice/Quote Generation](invoice-generation.en.md) · [FR](invoice-generation.md) | Create invoices from templates | 10 min | Beginner |
| [Quote → Invoice](quote-to-invoice.en.md) · [FR](quote-to-invoice.md) | Automatic transformation | 5 min | Beginner |
| [Payment Reminders](payment-reminders.en.md) · [FR](payment-reminders.md) | Generate escalating reminders | 15 min | Intermediate |
| [Compliance Checklist](compliance-checklist.en.md) · [FR](compliance-checklist.md) | Check mandatory documents (Construction/Retail) | 20 min | Intermediate |
| [Financial Model Validation](financial-model-validation.en.md) · [FR](financial-model-validation.md) | Audit Excel formulas, assumptions, errors | 30-45 min | Intermediate |
| [Workforce Planning](workforce-planning.en.md) · [FR](workforce-planning.md) | Model HR growth, compensation costs | 40-60 min | Intermediate |

### 💼 Commercial (6 workflows)

Prospecting, customer relations, market analysis

| Workflow | Description | Time | Level |
|----------|-------------|------|-------|
| [Prospect Research](prospect-research.en.md) · [FR](prospect-research.md) | Company/customer investigation (Tax ID, revenue, decision-makers) | 20 min | Intermediate |
| [Short-Term Rental Prospecting](conciergerie-lcd-prospection.en.md) · [FR](conciergerie-lcd-prospection.md) | Long-term listing analysis + short-term revenue estimates + personalized outreach | 15-30 min/batch | Intermediate |
| [Detailed Quote Creation](quote-creation.en.md) · [FR](quote-creation.md) | Professional itemized quotes | 20 min | Intermediate |
| [Competitor Analysis](competitor-analysis.en.md) · [FR](competitor-analysis.md) | Local benchmarking (pricing, offerings, reviews) | 30 min | Intermediate |
| [Client Follow-up Tracker](client-followup-tracker.en.md) · [FR](client-followup-tracker.md) | Excel dashboard | 15 min | Beginner |
| [Supplier Price Comparison](price-comparison.en.md) · [FR](price-comparison.md) | Multi-quote analysis | 15 min | Beginner |

### 🔧 Production (5 workflows)

Scheduling, inventory, quality, projects

| Workflow | Description | Time | Level |
|----------|-------------|------|-------|
| [Project Planning](project-planning.en.md) · [FR](project-planning.md) | Gantt schedule with milestones | 30 min | Intermediate |
| [Inventory Tracking](inventory-tracking.en.md) · [FR](inventory-tracking.md) | Stock + reorder alerts | 20 min | Intermediate |
| [Work Log](work-log.en.md) · [FR](work-log.md) | Daily activity report | 10 min | Beginner |
| [Quality Control](quality-checklist.en.md) · [FR](quality-checklist.md) | Standardized verification lists | 15 min | Beginner |
| [Supplier Orders](supplier-order.en.md) · [FR](supplier-order.md) | Purchase order preparation | 15 min | Intermediate |

### 📣 Communication (6 workflows)

Social media, emails, customer reviews, website

| Workflow | Description | Time | Level |
|----------|-------------|------|-------|
| [Social Media Posts](social-media-posts.en.md) · [FR](social-media-posts.md) | LinkedIn/Facebook/Instagram | 10 min | Beginner |
| [Email Templates](email-templates.en.md) · [FR](email-templates.md) | Reusable professional email library | 15 min | Beginner |
| [Customer Review Responses](review-response.en.md) · [FR](review-response.md) | Google/Facebook review management | 5 min/review | Beginner |
| [Website Audit](website-audit.en.md) · [FR](website-audit.md) | Website diagnostic + action plan | 20 min | Beginner |
| [Commercial Presentations](presentation-slides.en.md) · [FR](presentation-slides.md) | PowerPoint/Keynote for clients | 45 min | Intermediate |
| [Customer Newsletters](newsletter-creation.en.md) · [FR](newsletter-creation.md) | Create regular newsletters | 30 min | Intermediate |

### 🗂️ Organization (6 workflows)

Files, notes, meetings, expenses

| Workflow | Description | Time | Level |
|----------|-------------|------|-------|
| [File Organization](file-organization.en.md) · [FR](file-organization.md) | Automatic folder sorting | 15 min | Beginner |
| [Expense Tracking](expense-tracking.en.md) · [FR](expense-tracking.md) | Receipts → Excel accounting | 20 min | Intermediate |
| [Meeting Preparation](meeting-prep.en.md) · [FR](meeting-prep.md) | Client/supplier briefings | 20 min | Intermediate |
| [Knowledge Transfer](knowledge-transfer.en.md) · [FR](knowledge-transfer.md) | Apprentice training documentation | 2-4h | Advanced |
| [Scheduled Automation](scheduled-automation.en.md) · [FR](scheduled-automation.md) | Automated recurring tasks | 15 min | Intermediate |
| [Memory Setup](memory-setup.en.md) · [FR](memory-setup.md) | 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:**
```bash
# 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:**
- [ ] Cowork enabled in Claude Desktop
- [ ] Workspace folder created
- [ ] Source files in `input/` (if applicable)
- [ ] Clear workflow objective

### 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:
- Verify calculations (tax, totals)
- Check legal information (Tax ID, addresses)
- Control data consistency

### 4. Adapt to Your Trade

Workflows are templates:
- Adjust vocabulary to your sector
- Modify templates to your needs
- Enrich with your best practices

### 5. Save Your Templates

Reuse what works:
```bash
# 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**: 29 workflows (v1.10.0)

**Contribute**:
- Suggest improvements: [GitHub Issues](https://github.com/FlorianBruniaux/claude-cowork-guide)
- Share your sector adaptations
- Propose new trade workflows

**Roadmap**:
- Sector-specific workflows (hair salon, restaurant, personal services)
- Trade tool integrations (ERP, CRM)
- Tutorial videos for complex workflows

---

## ⚠️ Limits and Precautions

### Areas Requiring Human Validation

- **Financial calculations** → Systematically verify tax, totals, margins
- **Legal information** → Check Tax ID, addresses, mandatory mentions
- **Strategic decisions** → Claude advises, you decide
- **Legal documents** → Have reviewed by professional if high stakes/amounts

### Discouraged Use Cases

- **Legal advice** → Consult lawyer/accountant
- **Medical decisions** → Consult health professional
- **Unprotected sensitive data** → Encrypt confidential information

---

## 🆘 Support

**Problem with a workflow?**

1. Check **Troubleshooting** section of the workflow
2. Review [Cowork Documentation](../README.md)
3. Ask question on [Claude Code Forum](https://github.com/anthropics/claude-code/discussions)

**Bug or improvement?**

Open a [GitHub Issue](https://github.com/FlorianBruniaux/claude-cowork-guide/issues)

---

*[Back to Cowork Documentation](../README.md) | [Ultimate Guide](../../guide/ultimate-guide.md)*