Claude Code as a B2B ops engine: contracts, research, and weekly reviews

Tools

Claude Code, n8n, Make, Slack, CRM/analytics APIs

Overview

A B2B ops team runs Claude Code with n8n for contract review, customer research, and weekly ops prep.

Workflow

A B2B ops team integrates Claude Code with n8n for judgment-heavy workflows. Contracts are dropped in an inbox, triggering Slack notifications and `claude review-contract` to draft redlines against internal playbooks. Customer research and weekly ops reviews use single commands to pull data from APIs and public sources into briefs. Project `.claude/` files, hooks, and tool access ensure repeatability and auditability, while humans retain final approval.

Reported result

The author reports a 40-minute contract session identified 14 risk clauses and 3 costly gaps, estimating $80K savings. Contract review time allegedly dropped from 2 hours to 10 minutes of human review, saving 40–60 hours quarterly. Customer research and weekly ops prep reportedly decreased to 15 and 20 minutes respectively. These metrics are self-reported via internal tracking, not third-party audited.

Human role

Not stated in the source

Limitations

Source is a first-party blog with self-reported data; compliance-sensitive or 24/7 deterministic jobs remain on n8n/Make. Setup requires configuring tools, hooks, and project files. Human review is mandatory for redlines and anomaly clarification. Results may vary based on workflow complexity and team adoption.

Try it

Act as a B2B ops automation engineer. I need to set up a Claude Code workflow for contract review and customer research. Inputs: - Contract PDFs location: [replaceable: /contracts/inbox] - Internal playbook location: [replaceable: /contracts/playbook] - Customer name for research: [replaceable: 'Acme Corp'] - Output directory: [replaceable: ./output] Steps: 1. Create a `.claude/` project structure with a `CLAUDE.md` file defining the contract review playbook rules and tool access scopes. 2. Write a slash command `/review-contract` that reads a PDF, cross-references the playbook, and outputs a redline summary in Markdown. 3. Write a slash command `/research-customer` that queries public sources (website, LinkedIn, news) and outputs a 2-page brief. 4. Configure pre/post hooks to log tool calls to a SQLite file for auditability. 5. Perform a dry run on a sample contract and customer name. Show me the output for human confirmation before finalizing the workflow files. Deliverables: - `CLAUDE.md` content - Slash command definitions - Hook configuration script - Sample output files Success Criteria: - Outputs must be structured Markdown. - Audit log must capture all file reads and web searches. - No actual sending or external API calls without my explicit confirmation during the dry run.

More cases · Office & operations

• Answer dental clinic calls and manage appointments
• Email scheduled project summaries with Codex
• WorkBuddy: Automated Daily Work Hour Logging
• Clean inbox and draft social posts in your voice
• Handle routine email tasks and follow-up reminders with a personal assistant