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School of AI

AI for Small Business: Emails, Quotes, Marketing and Admin

What you'll be able to do
  • Pick the small-business tasks where AI saves the most time, and the ones it shouldn't touch.
  • Draft customer emails and replies quickly while protecting customer privacy.
  • Build clear quotes and estimates with AI, and double-check the numbers.
  • Write marketing posts and emails that follow your country's anti-spam and marketing rules.
  • Set up a simple "business brain" so AI knows your services, prices and tone.
  • Write a one-page AI policy for yourself or your team.

This course is education only. For tax, legal or privacy decisions about your business, consult a licensed professional (accountant, lawyer).

Words in this course 50Open the Vocabulary Hall
01

Where AI fits in a small business

In simple words

Running a business is like running a lemonade stand with a hundred little jobs. AI is a helper that can write the signs and count the cups, but you still decide the price and taste the lemonade.

Key facts
  • Good first jobs for AI: first drafts of emails, replies to common questions, quote and proposal wording, social posts, meeting summaries, checklists, and spreadsheet formulas.
  • Jobs that need a human to decide or check: prices, legal wording, tax amounts, anything you promise a customer, and anything that goes out under your name.
  • Know which plan you're on. Anthropic's consumer terms (Claude Free, Pro and Max) let users choose whether their chats can be used to improve Claude, and you can change this in Privacy Settings. Anthropic's commercial products (Claude for Work Team and Enterprise plans, and the API) are covered by its commercial terms instead.
  • If you allow training on a consumer plan, Anthropic keeps that data for five years; if you don't, the existing 30-day retention applies (per Anthropic's August 2025 announcement).
Step by step
  1. Open a blank page or notes app and list 10 tasks you did last week.
  2. Next to each task write one label: "AI can draft", "AI can help me think", or "Human only".
  3. Circle anything that involves prices, promises, tax, legal wording or customer private details. Those stay Human only or get a human check.
  4. Pick the top 3 "AI can draft" tasks.
  5. Open your AI account's Privacy Settings and check whether chats can be used to improve the model (names can differ by version). Note which plan you are on.
  6. Check: you have 3 chosen tasks, and you know your plan and your privacy setting.
Watch on YouTube
Behind the prompt: Prompting tips for Claude.aiAnthropic · YouTube · youtube.com

Videos by other creators on YouTube, for reference. They are not made by or affiliated with The Future Market.

LESSON 01Where AI fits in a small business
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00
Read the video script
[Host] "AI won't run your business. But it can take the boring first draft off your plate."
[Screen: a list of tasks, emails, quotes, posts, summaries] "Emails, quote wording, posts, meeting notes: great first jobs."
[Text on screen: You decide prices and promises] "Prices, promises, taxes and legal words? You decide and you check."
[Screen: Claude privacy settings page] "And before you start, check your privacy settings and which plan you're on."
[Host] "AI drafts. You decide. That's the deal."
Try it now

Write down 10 tasks you did last week. Mark each one "AI can draft," "AI can help me think," or "Human only." Pick the top 3 "AI can draft" tasks for this course.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "AI for Small Business: Emails, Quotes, Marketing and Admin" on The Future Market. Lesson 1: "Where AI fits in a small business".

What the lesson teaches:
- Good first jobs for AI: first drafts of emails, replies to common questions, quote and proposal wording, social posts, meeting summaries, checklists, and spreadsheet formulas.
- Jobs that need a human to decide or check: prices, legal wording, tax amounts, anything you promise a customer, and anything that goes out under your name.
- Know which plan you're on. Anthropic's consumer terms (Claude Free, Pro and Max) let users choose whether their chats can be used to improve Claude, and you can change this in Privacy Settings. Anthropic's commercial products (Claude for Work Team and Enterprise plans, and the API) are covered by its commercial terms instead.
- If you allow training on a consumer plan, Anthropic keeps that data for five years; if you don't, the existing 30-day retention applies (per Anthropic's August 2025 announcement).

The exercise I'm working on:
Write down 10 tasks you did last week. Mark each one "AI can draft," "AI can help me think," or "Human only." Pick the top 3 "AI can draft" tasks for this course.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "Where AI fits in a small business" from the course "AI for Small Business: Emails, Quotes, Marketing and Admin".

Here's what the lesson says:
Running a business is like running a lemonade stand with a hundred little jobs. AI is a helper that can write the signs and count the cups, but you still decide the price and taste the lemonade.

The activity:
Write down 10 tasks you did last week. Mark each one "AI can draft," "AI can help me think," or "Human only." Pick the top 3 "AI can draft" tasks for this course.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

Customer emails and replies (without leaking private info)

This lesson is part of full access: every course and every level for one payment.

03

Quotes and estimates you can trust

This lesson is part of full access: every course and every level for one payment.

04

Marketing that's helpful, honest and legal

This lesson is part of full access: every course and every level for one payment.

05

Admin on autopilot (with a "business brain")

This lesson is part of full access: every course and every level for one payment.

06

Your one-page AI policy

This lesson is part of full access: every course and every level for one payment.

++

Final project

This lesson is part of full access: every course and every level for one payment.

??

Quiz

  1. Name two tasks AI is good at drafting for a small business.

  2. Why use placeholders like [CUSTOMER] in prompts?

  3. Who should do the math on a quote?

  4. Before adding tax to a quote, what should you check?

  5. What three things do many anti-spam rules expect for marketing messages?

  6. Is it okay to use AI to write customer reviews for your business?

  7. What are Projects in Claude?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.