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Automation & MCP

How can I use Claude's Co-work feature to automate recurring firm tasks like email management?

9:00From the June 16 call · Workpaper Automation, 7216 Questions, and Claude for Bookkeeping

Claude's desktop app has a section called Co-work (only available on the desktop version) that can run scheduled tasks, do multi-step work, and act like an employee without needing constant supervision. You can have a free-form conversation with Claude in Co-work describing a problem (e.g., an email headache) and it will suggest what it can do for you, including setting up a recurring digest sent at a specific time of day summarizing what's important. If you connect your email using MCP connectors (similar to syncing a bank account to QuickBooks - just connecting the login), Claude can actually go into your email, move things into folders, and take other actions. You can specify what it's allowed to do, what it's not allowed to do, and what requires your approval first - essentially treating it like an executive assistant or admin.

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