Claude Code · L3 · 1
Claude Code · ISTO.

Lesson 3 · Automating work, as a team

Before we start

From AI user to agentic builder.

The building blocks

The six building blocks of this course.

Lesson 1
VS Code tour
Files, Claude, terminal.
Memory and context
What Claude knows.
Lesson 2
Tools and reach
Scripts, connectors, data.
Plan, then build
One phase at a time.
Lesson 3We are here
Skills
Repeat a job.
Automations
Event or schedule.
Sharing through review
GitHub review.
Lesson 4
Your 4-minute demo
Show what you built.
Your Agentic Map
What, where, who, next.
All six blocks together

Without these blocks, you paste the context in and carry the answer out. They move that work into the project.

How the build went
Together · 8 min

Your first phase: how did it go?

  • Where you got to: which phase, and which step of the loop.
  • Where Claude went off track, and what you said to bring it back.
  • What you did twice: a step you'd rather not explain again.

The steps you did twice are where today's skills come from.

How the build went

Your build, step by step: where did it get hard?

Each story gets pinned to one step of the loop.

What you are building

This is what you are building.

GRGonçalo Rato
Daily sales report Was yesterday normal, and why? Dashboard
MSManuel Salgado
B2B master file Every client and order on one screen. App
RFRicardo Ferreira
Sales and stock control Every store, always current. Dashboard
RBRita Bilbao Serrano
Expenses app From receipt to paid, no paper. App
SSSofia Seruya
Product performance Which products to reorder, which to push. Dashboard
TVTeresa Vasconcelos
Shopify page helper A product name in, a page ready to fill out. Assistant

Lesson 3 is how each one starts to run without you.

Skills · Automations · GitHub

Skills, automations and GitHub do different jobs.

Skills and automations help one person or a team. GitHub matters when work is shared or reviewed.

Skills in Claude Code
Part 1 · Skills & automations

Every skill has a SKILL.md instruction file.

A global skill works in every project. A project skill works only here. Each can be just SKILL.md or a folder with material Claude needs.

Global skill · every projectInstructions you want everywhere: splitting a plan into phases, sketching before you build. It stays on your computer and follows you into every project.
✓ Works in every project✓ Set up once✓ Private to you
Project skill · this project onlyInstructions and, when useful, templates, references, images or scripts for this project. It lives in the project folder, so teammates get it through GitHub.
✓ Whole team gets it✓ Travels with the project✓ Changes can be reviewed

Where you save a skill decides who gets it: only you, in every project, or the whole team, in this one.

Skill · Live demo

Ask Claude to save a job you want to reuse as a skill; you check it before reuse.

Watch · 4 min Open: restock-planner

Make a global skill called project-status. When I ask for project status, tell me: what this project is for, what changed recently, what I should do next, and any risks or blockers. Do not change anything. Show me the file.

Use project-status.

1Claude creates the global skill folder and its SKILL.md file.
2Open it: a one-line description at the top, then the steps.
3Type / in the Claude panel: project-status is in the list.
4Run it: get the project’s purpose, recent work, next action and blockers.
What a skill can carry

A skill starts with SKILL.md and can carry useful files.

Instructions onlymy-skill/ └── SKILL.mdA small skill can be just its instruction file.
Instructions + supportmy-skill/ ├── SKILL.md ├── assets/ · images, templates ├── references/ · examples └── scripts/ · Python or other codeImages, templates and references give Claude reusable material. A script makes a repeated step exact and reliable.

Add supporting files when the job needs them; start with SKILL.md.

What a script is

A script is a short program that does the same steps, exactly, every time.

No AI is involved when it runs: same input, same result. You don't write scripts: you ask Claude to.

The first lines tell you what it does.

Skill · Habit: check a new skill

Before you trust a new skill, check one result against a known-good reference or expected outcome.

1Run the new skill once on real work.
2Choose your check: a stock figure, date or total; an approved template, source file or expected action.
3Compare. It matches: use the skill. It doesn't: fix the skill before you run it again.

A skill repeats its mistakes as faithfully as its good steps.

How automation starts

An automation starts when something happens, or when a time arrives.

Something happensAn event starts the job.
Event-triggered automationBefore a Sage export is loaded, check whether it was loaded already.
A time arrivesA schedule starts the job.
Scheduled automation · cronAt 07:00, look for a new Sage export and load it if there is one.

Next: a hook, a safety check inside Claude Code that runs before a named action.

Hooks in Claude Code

A hook is a rule that cannot be forgotten or skipped.

Before Claude changes something, Claude Code runs your safety check first. Every time.

You ask ClaudeFor example: change an original Sage export.
The hook checksA check on your computer, not in Claude’s memory: is this a file that must stay unchanged?
It stops or allowsThe original export is protected; a normal draft is allowed.

A hook is one kind of automation. In a chat, a rule is only a request that Claude can forget. A hook runs on your computer every time. We will create this one, then test it.

Automation · Hook · Habit: protect original data

The original Sage export stays unchanged.

Watch · 4 min Open: brand-brain-demo

Keep the original Sage exports in this project's data/raw folder unchanged so our stock and purchasing reports keep using the source data. If Claude tries to change one, however it tries or wherever I start the conversation, stop it and say: “Original exports stay unchanged. Make a correction note instead.” I still need to read and load the exports as usual. Show me what you set up in plain English.

Change order EC301 to CE301 in the original Sage purchase-orders export.

1Claude creates the hook and shows the small files behind it.
2Start a fresh Claude conversation, then ask it to change an original export.
3The hook stops the change and points to a safer next step.

Why: original exports are source evidence. Correct the result in a note, not in the source file.

Automation · Cron · Three Isto ideas ·

Three scheduled jobs Isto could use.

Discuss · 5 min
TIMESOURCE + JOBRESULT Weekdays · 07:00schedule starts New Sage exportvalidate + update database Shared databaseis current Weekdays · 08:00schedule starts Stock + purchase ordersmake an exceptions list Today’s listlow / late / due soon Mondays · 08:30schedule starts Sales, stock + ordersprepare for buying meeting Meeting packready to discuss

A schedule starts the job. It still needs an always-on service, a source for the data, and someone who owns the result.

Automation · Cron · optional demo

The 08:00 job, run now: a list of low-stock items, saved in its own folder.

Watch · optional Open: brand-brain-demo

Every morning I want a list of the products that are running low: fewer than 25 units in total, across all stores and warehouses. Save the list as a file in a folder called low-stock-reports, named with today's date. Do it now, so I can see it.

Now set it up to create this report every morning at 8AM.

1Claude does the job once, now.
2A new file appears in low-stock-reports: today's list, one row per product.
3That is what the 08:00 job leaves for you every morning.
4Then Claude sets it up to run by itself at 08:00.

Same job, same list, every morning, as long as the computer is on at 08:00.

Where it runs

An automated job needs a computer that stays on.

Someone is responsible for it A person at the company has to do three things. Claude can’t do them for you.
Pay for itThe service has a monthly bill.
Fix it when it breaksSomeone notices and repairs it.
Keep its passwords safeIn the service’s settings, never in a file or chat.

Every few hours, a computer that stays on gets the latest Sage file and updates the shared database.

Working on the same project
Part 2 · GitHub

Git and GitHub: working together without stepping on each other's toes.

Picture several people writing one book. Git is what lets them do it without overwriting each other: a bit like shared folders full of Office files, but for a whole project. Everyone has their own copy, a way to save, a way to ask for a review, and a way to bring it all together.

Claude runs the commands. Your job is knowing what should happen next.

On your computer

A repository: the project on your computer.

computer

The project (your book) lives on your computer. Git works here, locally: GitHub isn't needed yet.

On your computer

You save: a commit.

computer

You save a version: that's a commit. Like saving "chapter_v1" in Word: a snapshot of the whole project at that moment. All on your computer.

On your computer

A second commit: the history grows.

computermain

Another commit: v2. The history grows on your computer. On your own, GitHub isn't needed: git works fine like this.

Sharing

When you share: push.

GitHubcomputerpush ↑

Want to share the project, or just keep a backup? You send it to GitHub: that's a push. Your history goes up, and now there's a shared copy.

Sharing

A colleague pushes: GitHub is ahead.

GitHubcomputera colleague's commitGitHub is 1 ahead

While you worked, a colleague made a commit and pushed it to GitHub (the blue one). The shared copy is now one commit ahead of yours: you don't have it yet.

Sharing

Other people's work: pull.

GitHubcomputerpull ↓

You bring the colleague's commit down: that's a pull. Your copy and GitHub match again: you always start from everyone's latest version.

Two people, one project

The shared history: the same in both places.

The project history· the same on your computer and on GitHubmain

This is the project's history: yours plus the colleague's commit (blue). After the push and the pull, it's the same on your computer and on GitHub. Like a book, you can write different chapters without stepping on each other, as long as you don't edit the same chapter at once.

Two people, one project

A chapter of your own: a branch.

The project history· the same on your computer and on GitHubmainyour chapter

To work without disturbing others, open a branch: a line of your own where you move your chapter forward safely. The branch starts on your computer; when it's ready you send it to GitHub for review.

Why a branch

Why a branch is worth it.

Three concrete things a branch gives you:

1Conflicts are visible. If two of you change the same sentence (a conflict), git stops and asks: it never combines them behind your back. A problem becomes a decision, not an accident.
2Only where it matters. You're on chapter 2, your colleague on chapter 5? They combine without friction. Git flags only the lines you both changed.
3Half-done work stays yours. Your draft doesn't touch the shared version until you say "it's ready": you experiment in peace.

A file with the same name in a shared folder overwrites the other without warning. A branch keeps both copies.

Two people, one project

Before merging: the review.

The project history· the same on your computer and on GitHub✓ PRmainyour chapter

When the chapter is ready, you don't merge it quietly: you open a pull request. Someone reads it and approves: the same gate as approving a plan.

Two people, one project

Approved: merge.

The project history· the same on your computer and on GitHub✓ PRmainyour chapter

Approved, the chapter goes back into the shared book: that's the merge. Two lines become one again: the merge has two "parents".

The routine

The GitHub routine: pull, branch, review, merge.

Starting work → PullGet everyone's latest version.
About to make a change → BranchA line of your own.
Finished a piece that makes sense → CommitA save point.
Want the team to see it → PushSend it to GitHub.
Ready for review → Open the PRAsk for approval.
PR approved → MergeInto the shared version.

Unsure what's next? Ask Claude: "Where am I, and what should happen next?"

When two changes collide

A conflict: two people change the same line.

Picture two people editing the same sentence in a Google Doc. Git asks: which version do we keep?

That's called a conflict. It isn't a disaster: it's a question. And it's rare if you pull often and keep one piece of work per branch.

When it happens, Claude walks you through choosing one.

Why it matters

Without GitHub, what can go wrong?

1Overwriting a colleague's work. Two files with the same name; a change disappears and nobody notices.
2Losing the last version that worked. A change breaks something and you no longer know which copy to go back to.
3Merging changes nobody reviewed. The change enters the project with no point where someone stops, looks and approves.

GitHub gives you a history, separate copies and a review gate.

GitHub · Habit: review every change

Every change is reviewed before it lands: one change to the planner.

Watch · 6 min Open: restock-planner
1The planner is already on GitHub. On a new branch, we change one visible line: the planner's title.
2Commit with a description, push, open a pull request.
3On GitHub, read the diff (the page that shows what changed): the old title in red, the new one in green. Approve, click Merge.
4Claude pulls: the change is in the shared project.
GitHub · the prompts

The GitHub loop in three prompts and one click.

1 · Make a separate working version for this change, called new-title. Change the planner's title to “Este · restock planner”.

2 · Save this change with a short description. Put this version on GitHub and ask someone to review it before it is added to the main project.

3 · Go back to the main version of the project and get the change that was approved on GitHub.

On GitHub: read the diff, approve, click Merge.

Live demo

Claude summarises GitHub for you: any pull request, small or big.

Claude reads the history GitHub keeps and gives it back in plain words.

1A pull request: what changed, why, and what deserves attention before approving it.
2A bigger one: the same question works on a pull request with hundreds of changed lines, or on a week of work.
3The decision stays yours: Claude summarises; you check and decide.
After the demo

The GitHub review loop: one change from branch to merge.

A tiny change, one line, went all the way round: saved, sent up, reviewed in the diff, merged. It's now in the shared project: anyone who pulls gets it.

You'll do the same loop on your own project, with a step-by-step guide.

To keep

Three ideas from today.

  • Check a new skill against a known-good reference or expected outcome before you trust it.
  • Automations start work without you: hooks react at a set moment; scheduled jobs run at a set time.
  • GitHub lets people review a change before it becomes part of the shared project.

Before lesson 4: your project on GitHub, one reviewed change, online behind a login, your 4-minute demo.

Your turn to ask

Questions?