Automate portfolio workflows in Cowork instead of buying

Vendor portfolio tools cost a lot for features they didn’t need; Cowork + MS365 + add-ins + skills automated the workflows.

by Purnendu Shekhar8 Oct 2026

Prompt for your agent

Goal: Avoid an expensive portfolio management tool.
Setup: agents used in source: Claude; tools/MCPs stated: Microsoft 365.
Steps:
1. List the workflows you actually need from the vendor tool.
2. Connect Claude Cowork to Microsoft 365 and its add-ins.
3. Write skills for each workflow and automate them.
Rules: ask me before anything irreversible (sending, posting, paying, deleting); don’t invent data, results or tools I haven’t given you; tell me what you couldn’t verify.
Based on: Purnendu Shekhar — https://x.com/shekhar311224/status/2108214631986868410 (summarised from source; the source has no explicit step list)

Steps are our summary of the source (it has no explicit step list). Includes a “Based on” credit line.

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Agents, models and tools only what the source states

Agents
Claude
Tools
  • Microsoft 365

Sources & credit