Read-only staging package. Nothing here is connected to live email, CRM, calendar, ads, or spend.
Link Index · H4
H4 — Day 4 homework
High-level Day 4 summary supplied as homework context for the final project.
A Skill is one reusable capability stored in one SKILL.md: name and trigger description, allowed tools, ordered instructions, and a quality standard.
Narrow skills fire reliably. A skill that tries to cover several unrelated jobs, assumes hidden context, or has no quality bar will be inconsistent.
Slash commands call a skill and produce the same output shape each time.
Automation has four building blocks: trigger, condition, action, and optional delay. A webhook is an instant event notification; an API is the communication channel.
MCP (Model Context Protocol) gives Claude scoped access to Drive, Gmail, Slack, Notion, Calendar, and CRMs.
Treat connections like permissions. Connect only what the task needs, never expose raw credentials, and ask before adding a client connection.
A subagent can run automatically or on request. An Agent Team is a manually invoked group of agents and is token-heavy. A Workflow is a manually invoked, token-heavy path requiring Max.
A Routine adds a schedule so a prompt or skill can run hourly, daily, or weekly without a person pressing go.
Good first builds include lead dossiers, department status summaries, meeting-to-recap drafts, and Morning Briefs.
Zapier and n8n remain useful for always-on, deterministic plumbing. Claude should handle judgment; automation tools should move data on reliable rails.
Automation must include error handling, idempotency, human checkpoints for client or financial actions, narrow permissions, and a test run before real data.
Shortwave demonstrates the same closed-loop pattern for inbox work: draft, attach context, leave a note, and require a human send checkpoint.
Homework: build and test a narrowly scoped skill, connect one real tool, and explain the result in a short Loom.
Relevance to the final project
The final funnel needs reusable SOPs and workflow logic, with human review before any client-facing or irreversible action.