Claude Cowork

Replace a portfolio tool with your own workflow

Rather than buy an expensive portfolio management tool, one team connected Claude Cowork to Microsoft 365 with add-ins and skills and automated the work themselves.

Steps

  1. List the features you actually need.
  2. Connect Microsoft 365.
  3. Build a skill for each step.

Prompt you can copy

Help me set up a portfolio tracking workflow in Microsoft 365 covering [needs].

What you get

They automated the workflow without the vendor tool.

Source

x ·

For Small businesses. Claude Cowork. Added . Shared by @shekhar311224.

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