Things to actually build this week.

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Workflow · VideoRecommended first

How to use Claude in Excel for FP&A

Best for

FP&A analysts and finance managers

Workflow you can copy

Apply AI inside spreadsheet-heavy workflows such as forecasting, budget analysis, variance review, and scenario planning.

Tools / theme

Claude, Excel, FP&A, forecasting

Third-party source

FinanceFull walkthrough →

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Workflow · beginner

No-Code Invoice Processing Automation

Best for

Finance teams

Workflow you can copy

Manual invoice processing costs finance teams hours per week — data entry, validation, approval routing, and reconciliation. This workflow shows how to build a fully automated invoice pipeline using OCR and AI, with no coding required.

Tools / theme

OCR, AI Document Processing, Automation Platform

Third-party source

FinanceFull walkthrough →

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Workflow · advanced

AI-Powered Earnings Call Analysis

Best for

Finance teams

Workflow you can copy

Earnings calls contain critical signals — management tone shifts, guidance changes, competitive positioning — that move markets. This workflow uses Claude AI to rapidly analyze earnings transcripts and extract actionable intelligence.

Tools / theme

Claude AI, Python, Transcript APIs

Third-party source

FinanceFull walkthrough →

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Workflow · intermediate

Automate Variance Analysis with GPT

Best for

Finance teams

Workflow you can copy

Variance analysis is one of the most time-consuming tasks in corporate finance — comparing actuals to budget across hundreds of line items, identifying significant deviations, and building narratives around root causes. This workflow uses Microsoft Copilot for Finance to automate the heavy lifting.

Tools / theme

Microsoft Copilot for Finance, Excel, GPT-4

Third-party source

FinanceFull walkthrough →

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Workflow · Video

The Only Claude Tutorial Finance Professionals Need in 2026

Best for

Finance analysts, FP&A teams, controllers, and operators

Workflow you can copy

Use AI to support financial research, analysis, reporting, modeling assistance, and recurring finance workflows.

Tools / theme

Claude, finance analysis, reporting, financial productivity

Third-party source

FinanceFull walkthrough →

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Workflow · Video

How to Use Claude in Excel to Build Financial Models

Best for

Startup finance teams, analysts, and model builders

Workflow you can copy

Use AI to help structure, review, explain, and improve financial models and spreadsheet logic.

Tools / theme

Claude, Excel, financial modeling

Third-party source

FinanceFull walkthrough →

Finance disclaimer: Finance-related workflows and videos are for educational purposes only and are not investment, accounting, tax, trading, or financial advice. Nothing on this page is a recommendation to buy, sell, hold, or use any security, financial product, vendor, or strategy. Consult a qualified financial, accounting, tax, or compliance professional before applying these workflows.

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Workflow · VideoRecommended first

Claude Co-work for Lawyers: What Works — Beginner’s Guide

Best for

Lawyers, legal operations teams, and contract reviewers

Workflow you can copy

Explore legal workflow support for contract review, document analysis, compliance review, and drafting support.

Tools / theme

Claude Cowork, legal workflows, contract review

Third-party source

LegalFull walkthrough →

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Workflow · advanced

AI-Powered Due Diligence for M&A Transactions

Best for

Legal teams

Workflow you can copy

M&A due diligence requires reviewing hundreds or thousands of documents under tight deadlines. Harvey AI enables legal teams to conduct comprehensive due diligence faster — extracting key provisions, identifying risks, and generating summary reports across massive document sets.

Tools / theme

Harvey AI, Document Review Platform

Third-party source

LegalFull walkthrough →

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Workflow · intermediate

Automated Legal Research with CoCounsel

Best for

Legal teams

Workflow you can copy

Legal research traditionally requires hours of manual searching, reading, and synthesizing case law. CoCounsel, Thomson Reuters' AI assistant built into Westlaw, can dramatically accelerate this process — running comprehensive searches and summarizing relevant authorities in minutes.

Tools / theme

Westlaw Precision, CoCounsel, Thomson Reuters

Third-party source

LegalFull walkthrough →

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Workflow · intermediate

AI Contract Review and Risk Extraction Pipeline

Best for

Legal teams

Workflow you can copy

Contract review is one of the highest-volume tasks in legal practice. This workflow uses Claude AI to accelerate first-pass review — identifying risk clauses, missing provisions, and deviations from standard terms — so attorneys can focus on judgment calls.

Tools / theme

Claude AI, Contract Templates

Third-party source

LegalFull walkthrough →

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Workflow · Video

Claude for Lawyers: Every Feature You Should Know in 2026

Best for

Legal teams evaluating AI tools

Workflow you can copy

Review how Claude features can support legal research, document comparison, contract review, and structured legal workflows.

Tools / theme

Claude, legal AI, legal research, document review

Third-party source

LegalFull walkthrough →

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Workflow · Video

Harvey Agents: M&A Closing Checklist

Best for

Corporate legal teams and M&A professionals

Workflow you can copy

Use AI to review transaction documents and generate structured closing checklists or due-diligence outputs.

Tools / theme

Harvey, M&A, due diligence, legal agents

Third-party source

LegalFull walkthrough →

Legal disclaimer: Legal-related workflows and videos are for general educational purposes only and are not legal advice. Viewing this content does not create an attorney-client relationship. Consult a licensed attorney in the relevant jurisdiction before using any legal automation, contract review, research, due diligence, or compliance workflow.

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Workflow · VideoRecommended first

DAX Co-Pilot: AI Documentation Revolution at UConn Health

Best for

Clinicians, health systems, and clinical documentation teams

Workflow you can copy

See an ambient clinical documentation workflow that supports visit notes and EMR documentation.

Tools / theme

DAX Copilot, ambient documentation, clinical notes

Third-party source

HealthcareFull walkthrough →

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Workflow · intermediate

AI Patient Intake and Symptom Triage Chatbot

Best for

Healthcare teams

Workflow you can copy

Patient intake is a bottleneck in most healthcare settings. This workflow uses Azure AI Health Bot to build a chatbot that collects patient information, performs initial symptom triage, and routes patients appropriately — reducing wait times and administrative burden.

Tools / theme

Azure AI Health Bot, Azure OpenAI

Third-party source

HealthcareFull walkthrough →

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Workflow · advanced

Medical Image Analysis Pipeline with AI

Best for

Healthcare teams

Workflow you can copy

Integrating AI into clinical imaging workflows requires careful attention to interoperability standards. This workflow covers how hospital IT teams can deploy clinical AI tools using FHIR and HL7 standards to ensure seamless data flow between AI systems and existing clinical infrastructure.

Tools / theme

FHIR/HL7 Integration, Clinical AI Platform

Third-party source

HealthcareFull walkthrough →

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Workflow · intermediate

AI Ambient Clinical Documentation Pipeline

Best for

Healthcare teams

Workflow you can copy

Clinical documentation consumes hours of physician time daily. DAX Copilot uses ambient AI to listen during patient encounters and automatically generate clinical notes — letting providers focus on the patient, not the keyboard.

Tools / theme

Microsoft DAX Copilot, EHR System

Third-party source

HealthcareFull walkthrough →

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Workflow · Video

The AI Workflow Every Healthcare Provider Needs in 2026

Best for

Healthcare providers and clinical operations teams

Workflow you can copy

Explore healthcare productivity workflows for documentation, patient communication support, and administrative work.

Tools / theme

Healthcare AI, provider workflows, admin automation

Third-party source

HealthcareFull walkthrough →

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Workflow · Video

Build an Azure AI Health Bot from Scratch

Best for

Healthcare product teams and technical operators

Workflow you can copy

Build a healthcare chatbot-style workflow for intake, routing, patient support, or symptom-triage style experiences.

Tools / theme

Azure AI Health Bot, patient intake, healthcare chatbot

Third-party source

HealthcareFull walkthrough →

Healthcare disclaimer: Healthcare-related workflows and videos are for educational purposes only and are not medical advice, diagnosis, treatment, or clinical guidance. Do not use these workflows with patient data or protected health information unless your organization has approved the tools, vendors, security controls, and compliance process. Consult qualified healthcare, privacy, security, and compliance professionals before production use.