Muse Workflow: Weekly Operations for a Small Business

Small business owners spend hours every week on things that aren't the business: pulling numbers, checking the inbox, watching competitors, figuring out what to post. This workflow gives that layer to Muse, using the connectors Meta added in Muse for Small Business.

Example business: a small online shop on Shopify, with Instagram, a newsletter on Klaviyo and books in QuickBooks. Swap in your own tools.

Step 1: Connect your core tools (read-only first)

In Settings → Connectors, connect only what this routine needs:

Tool	Used for	Start with
Shopify (or your store)	Orders, refunds, top products	Read
Email	Customer questions	Read
QuickBooks	Revenue, unpaid invoices	Read
Instagram professional / Facebook Page	What content performs	Read
Calendar	Scheduling your week	Read

Turning off AI training is worth considering for business data (how).

Step 2: Tell Muse about the business

Remember this about my business: we sell [products] to [customers] at
[price range]. Our busiest days are [X]. Our tone with customers is
[friendly, brief]. Our main competitors are [A, B, C]. My goals this
quarter: [goal 1, goal 2].

Step 3: The Monday brief

Every Monday at 7am, send me a one-page brief:
1. Last week's orders, revenue and refunds vs the week before (Shopify)
2. Top 3 products and anything low in stock
3. Customer emails still waiting on a reply, oldest first
4. Unpaid invoices over 14 days (QuickBooks)
5. This week's calendar commitments
End with the 3 things you think I should focus on.

Step 4: Daily customer-reply drafts

Each weekday at 10am and 3pm, check for new customer emails. For common
questions (shipping, returns, sizing), draft a reply in our tone using our
policies. Flag anything angry, legal, or about money for me. Don't send
anything. Show me the drafts.

Approving a batch of good drafts takes minutes instead of an hour.

Step 5: Friday competitor watch

Every Friday at 2pm, check [competitor websites and Instagram accounts].
Tell me: new products, price changes, promotions, and any post that got
unusually high engagement. Max 10 bullets.

Step 6: Monthly content plan

On the 1st of each month, look at our Instagram and Facebook results from
last month. Tell me which posts drove the most saves, shares and clicks,
and draft a 4-week plan (3 posts/week) based on what worked, tied to our
products and any holidays. I'll create and post them.

For a deeper version, see turning Instagram Saves into a content plan.

Step 7: Review after two weeks

Open assistant icon → Activity log and Upcoming. Remove any section of a brief you skip. Add anything you keep looking up yourself. Then decide whether to grant more access, like email send for drafts you approve with no edits.

What it costs

Muse for Small Business uses the same plans as everyone else. Four recurring jobs plus daily drafts may outgrow the free allowance. If so, the Power plan ($20/month) is the likely fit.

Guardrails

• Customer messages: review before sending, always.
• Money: read-only on financial tools unless you have a strong reason.
• Public posts and ads: Muse drafts, you publish.
• Custom connectors: Muse can build connectors to services without an official one, but Meta doesn't review them. Be careful which credentials you share.