Free guide
Flodesk × Claude

Your email dashboard, set up in ten minutes.

Flodesk now connects straight to Claude. Here's exactly how to set it up, click by click, even if you've never connected anything before.

  • Time About 10 minutes
  • Cost Free with Flodesk
  • Code None
  • Risk Read-only, nothing gets sent

No API keys. No Zapier. No spreadsheets.

01 / My setup

I don't write my emails anymore. I still know exactly how they're going.

Someone on my team writes and sends my emails now. Handing that over was one of the best decisions I've made. But handing over the doing doesn't mean handing over the numbers.

This is how email runs in my business each week:

  • 01My copywriter writes and sendsFrom a brief, in my voice.My team
  • 02Claude reads the results from FlodeskEvery send, every form, every automation.You're getting this today
  • 03A dashboard is waiting for me on MondayPlus the three things to change next.You're getting this today
  • 04I brief the next week from the dataNot from a hunch, and not from my opinion.My setup
02 / What you'll see

Four things your list is already telling you

  1. 01

    Which emails actually worked

    Every send ranked by clicks, not opens. Opens tell you who glanced. Clicks tell you what people want more of.

  2. 02

    When your people read

    The days and times your list actually opens, so you stop sending whenever you happen to finish writing.

  3. 03

    Whether your list is growing

    New subscribers against unsubscribes, week by week, and which sign-up form or freebie is pulling its weight.

  4. 04

    Where your automations leak

    Your welcome sequence and other workflows ranked, so you can fix the one email people drop off at instead of rewriting the lot.

03 / Set it up

Six steps, no tech skills needed

  1. 01

    Open your connectors

    In Claude (the desktop app or claude.ai), click Customise then Connectors.

  2. 02

    Find Flodesk

    Click Add then Browse connectors, and search for Flodesk.

  3. 03

    Connect your account

    Click Connect to Claude. Flodesk will open and ask you to log in. Log in with the account you send your emails from, then approve the connection.

  4. 04

    Check it's working

    Start a new chat and paste this in. If Claude lists your Flodesk tools back to you, you're connected.

    In plain English, what can you see and do with my Flodesk connector?
  5. 05

    Build your dashboard

    Copy the prompt in section 04 below, fill in the highlighted bits, and paste it into the same chat. Give it a minute or two. It's pulling a lot of data.

  6. 06

    Make it run every Monday

    Once you're happy with the dashboard, open Cowork in the Claude desktop app and say:

    Turn this into a scheduled task that runs every Monday at 7am. Compare the last 7 days with the 4 weeks before, and give me the three things to change. Needs a paid Claude plan
You'll need

A Flodesk account (the connection is included at no extra cost) and a Claude account. Steps 1 to 5 work on any Claude plan. Step 6, the automatic Monday refresh, needs Claude Pro or above, because scheduled tasks live in Cowork. On the free plan, just run the prompt yourself each week.

04 / The prompt

Copy this, fill in the blue bits

This is the prompt I use. The highlighted parts are yours to fill in. Everything else can stay exactly as it is.

email-dashboard-prompt.txt
You are my email marketing analyst. Use the Flodesk connector to build an email performance dashboard for [YOUR BUSINESS NAME]. This is read-only. Do not add, edit, move, unsubscribe or remove any subscribers or segments. ## About my business I sell [WHAT YOU SELL] to [WHO YOU SELL TO]. The main job of my emails right now is to [YOUR EMAIL GOAL]. ## Pull this data for the last [90] days 1. Every email sent: date, subject line, recipients, open rate and click rate. Rank them by click rate, not open rate. Click rate means unique clickers divided by delivered. 2. My top 5 and bottom 5 emails by click rate, and what the top 5 have in common (subject line style, length, topic, day sent). 3. The days and times my list is most likely to open and click. 4. List growth: new subscribers against unsubscribes, week by week. 5. My sign-up forms ranked by new subscribers. 6. My workflows (automations) ranked by performance, and the email where people drop off most. 7. My segments by size, and any big overlap between [YOUR MAIN SEGMENTS]. 8. If I sell through Flodesk checkout, my revenue and orders. ## Build it Make this one visual dashboard (an artifact) with: - Three headline numbers across the top: average click rate, net list growth, and best performing email - The ranked email table - A simple list growth chart - The best days and times to send Use plain English. No jargon. If any data is missing, say so instead of guessing. ## Then tell me The three most important things to change in my next three emails, based only on this data. Be specific.
  • [YOUR BUSINESS NAME]Your business name, as your subscribers know it.
  • [WHAT YOU SELL]Your main offer or offers. For example, "brand photography packages" or "a six month coaching program".
  • [WHO YOU SELL TO]Your ideal client in one line. For example, "women who run service businesses".
  • [YOUR EMAIL GOAL]What a good email does for you right now. For example, "book discovery calls" or "fill my next intake".
  • [90]How far back to look. 90 days is a good start. Use 30 if you only email occasionally and want a quick snapshot.
  • [YOUR MAIN SEGMENTS]The names of your two or three biggest segments, exactly as they appear in Flodesk.
05 / Each Monday

The only three numbers I actually look at

A dashboard is only useful if you know what to look for. Here's where my eyes go first.

  1. 01

    Click rate

    This is the number that tells me whether the email did its job. If one email clearly beat the rest, I want to know why, and I want more of it.

  2. 02

    Net growth

    New subscribers minus unsubscribes. A big list that's quietly shrinking is a problem you want to catch in week one, not month three.

  3. 03

    Your best sign-up form

    This is your freebie telling you what people actually want from you. That's usually a clue to what you should be selling next.

06 / Before you start

Two things I want you to know

First, this connection can do more than read. Claude can also add subscribers, change their details and move them between segments, one at a time. It can't send or schedule emails. It will always ask before changing anything, and the prompt above tells it not to touch your list at all. Still, read what it asks before you click yes.

Second, this prompt runs best on a Claude that already knows your business. It'll work out of the box, but it can feel generic. For Claude to read your numbers like someone who knows your business, you need three layers in place:

  • 1

    Your preferences

    How Claude speaks to you. Your tone, your defaults, the things you don't want to repeat in every conversation. Set once, at the account level.

  • 2

    Your global instructions

    The rules that apply to every chat, everywhere. Your context, your workflows, your non-negotiables, so you're not re-briefing Claude every time.

  • 3

    Your projects, with knowledge loaded

    Each part of your business gets its own project with its own knowledge and instructions, so Claude knows your offers, voice and clients before you type a word.

Without these, the dashboard will still work. With them, it reads like a teammate who already knows your business by heart.

07 / From Jacqui

Why I bothered

For years I did email the hard way. I wrote it, sent it, glanced at the open rate, felt either great or terrible about it, and moved on to the next one. I never really knew what was working.

When I handed my emails over, I was nervous I'd lose touch with my own list. The opposite happened. Now I see more than I ever did, and the feedback I give my team is based on what my subscribers actually clicked, not what I felt like that day.

This is one small system. But it's the kind of thing that changes how your whole week runs, and it took ten minutes to set up.

xx Jacqui

Want the rest of the system?

This is one of the systems we set up together at the Claude for Business workshop.

Two days, in person in Brisbane, 5 and 6 November. You walk out with Claude set up for your business, connected to your tools and running the admin you're sick of doing.

Save my seat

© 2026 Business Banquet by Jacqui Toumbas. jacquitoumbas.com/business-banquet

A guide for Flodesk and Claude by Anthropic