EFFECTIVE/AT LIFE Start Module
← AI for Friends
04 REQUIRED

Automating Workflows with Claude Code

Teach Claude Code to read and write native Office files, connect to live systems, and chain several steps into one repeatable, automated workflow — daily habits that make it sustainable, plus a packaged, reusable plugin so a recurring job runs the same way every time you invoke it.

3–3.5 hours 7 lessons HR · Industrial Engineering · International Relations · Legal · Marketing

By the end, you will

  • Have the daily habits — session hygiene, fast diff review, usage awareness — that make Claude Code sustainable before you automate anything
  • Add Anthropic's document skills so Claude Code can read and write real .docx, .pdf, and .pptx files
  • Understand the difference between a skill (one capability) and a plugin (several capabilities packaged together)
  • Understand what an MCP connection is and add one yourself, on claude.ai and in Claude Code
  • Walk through one complete, real automation built entirely by dictating the requirements and letting Claude Code do the setup
  • Connect Claude Code to your email and calendar and generate a daily briefing for the day ahead
  • Know how to turn off everything you build — a scheduled task, a plugin, an MCP connection — not just how to start it

Which Lesson Is For You

Only Lessons 4.3, 4.5, and 4.6 are written around one specific role's example. Every role should still complete 4.1, 4.2, and 4.4 — they're the daily habits, the document skills, and the MCP concept every later lesson depends on, regardless of role.

RoleWritten For YouThe Shape Still Fits You In
International Relations4.3 (webpage → follow-up → Word document)
Marketing4.6 (source monitoring → context-aware digest)4.3's shape (check → respond → assemble); 4.7's content pipeline was built with Marketing in mind too
Legal4.3's shape, swapping the webpage for a court docket or filing portal; 4.6's shape for tracking a regulator's announcements
Industrial Engineering4.3's shape, swapping the webpage for a supplier compliance portal; 4.6's shape for a recurring nonconformance sweep
HR (Recruiting)4.5's single-skill shape, swapping calendar/email for an applicant-tracking system once an MCP connection exists for it

Lessons in this module

Key Concepts

Core terms introduced in this module. The lesson where each term is first defined is listed so you can return to the source explanation.

TermDefined InPlain English Meaning
SkillLesson 4.2A packaged capability Claude Code can use, such as reading or writing a specific file type, or performing one well-defined task.
PluginLesson 4.3Several related skills and commands packaged together as one reusable, distributable unit.
MarketplaceLesson 4.2A catalog of installable plugins. Anthropic runs a public one; you can also point Claude Code at your own project folder as a private one.
SKILL.mdLesson 4.3The one required file inside every skill folder — its instructions, written for Claude, not for a human reader.
plugin.jsonLesson 4.3The manifest file that names a plugin and lists its version, so Claude Code recognizes it as one unit.
WebFetchLesson 4.3Claude Code's built-in ability to open and read a live webpage — no extra setup required.
MCP Server / ConnectorLesson 4.4A live connection between Claude and a real system — your email or calendar provider, for example — so Claude can read and act on real data there.
Knowledge LogLesson 4.3A running file a skill checks against before reporting anything, so a second run reports only what's genuinely new.
Content DigestLesson 4.7A compiled, deduplicated summary pulled from several sources, organized by theme and ready to turn into one finished piece of content.
Full Key Concepts reference
Document SkillsLesson 4.2Anthropic's bundle of four skills — docx, pdf, pptx, xlsx — for reading and writing native Office files.
/plugin marketplace addLesson 4.2The command that tells Claude Code about a new catalog of installable plugins.
/plugin installLesson 4.2The command that adds one specific plugin from an already-known marketplace.
Local MarketplaceLesson 4.3A marketplace whose catalog is just a folder on your own computer — no GitHub account or team required.
Dictation-to-SetupLesson 4.3Describing a whole workflow out loud (or by typing it as one long message) and letting Claude Code build the folder structure, README, and CLAUDE.md from that description.
Chained SkillsLesson 4.3Multiple skills inside one plugin, each handling one stage of a multi-step workflow.
${CLAUDE_PLUGIN_ROOT}Lesson 4.3A portable path variable a plugin's files use to reference its own scripts and templates, regardless of where it is installed.
claude mcp addLesson 4.4The Claude Code command that adds an MCP connection, with a transport type, a name, and an address or command.
--scope userLesson 4.4The flag that makes an MCP connection available in every Claude Code project on your computer, not just the one you added it from.
/mcpLesson 4.4The command that lists every MCP connection currently active in a session and the tools each one provides.
The Four Rules for Anything UnattendedLesson 4.1Plan Mode's diff review doesn't apply once nothing's at the keyboard; a silent failure looks like nothing happened; scheduled runs still cost usage; know how to turn it off before you turn it on.
Custom Instructions and CLAUDE.md Are the Same Idea, Two Surfaces

Module 3's custom instructions (claude.ai Projects) and this module's CLAUDE.md (Claude Code) both do the same job — standing rules Claude reads automatically instead of you restating them — for two different products. If you use both daily, that similarity is deliberate, not a coincidence: whichever surface you're on, the fix for "I keep repeating myself" is the same one.

Support Resources

ResourceLinkPurpose
Claudeclaude.aiSign up and use Claude in your browser
Claude Docscode.claude.com/docsOfficial documentation
Claude Supportsupport.claude.comHelp center and account support