Have every trade fair material ready weeks before the stand opens
Claude checks the fair's deadlines, writes the leaflet and product cards, builds the meeting deck, drafts customer invitations and counts the to-do list back from opening day.
Safe versionMarketingWhen you need it
Set it up4 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
- Put product files and last fair's materials in a OneDrive folder called Trade fair. Keep your customer list out of it.
- Connect Microsoft 365 (for OneDrive and SharePoint) and Web search under CustomizeConnectors.
- Six to eight weeks before the fair, paste the prompt into Cowork with the fair's name and your stand. Fill the [NAME] and [COMPANY] gaps in the invitation yourself and send it.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- We are exhibiting at the fair named below. Prepare our materials in my "Trade fair" folder, using the product files and last fair's materials there.
- 1. Find the fair's official website and note the dates, opening hours, exhibitor deadlines and anything we must send the organiser, each linked to its source.
- 2. Write the text for a one-page leaflet and one card per featured product, and make a six-page PDF deck for meetings at the stand.
- Taken out by a company rule: 3. Draft an invitation to each customer in my "Fair invites" sheet, in the language of our last email with them, with our hall and stand number and an offer to book a time. Save them as drafts. Do not send.3. Write one invitation with [NAME] and [COMPANY] gaps, with our hall and stand number and an offer to book a time. Do not read customer emails or any customer list. If a file in the folder still shows a customer's name or contact details, ignore it and never repeat it.safe version
- 4. Give me a checklist of everything to do before the fair, with dates counted back from opening day.
- Mark anything you are not sure of instead of guessing.
- Company rule: never put customers' personal data into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- Customer personal dataKept out
- Safe version. Writes one invitation with [NAME] and [COMPANY] gaps instead of reading your customer list. You fill them in and send it.
What you get
Leaflet and card texts, a meeting deck, invitations in your drafts and a dated checklist.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence