Step-by-Step User Manual

Building Agentic
Workflows
with Claude Code

From zero to a live, automated newsletter workflow
Time to Complete 1–3 hours
Skill Level No code required
Framework WAT (Workflows, Agent, Tools)
Sections 9 + Quick Reference

What This Manual Covers

This manual walks you through building a fully automated, AI-powered newsletter system using Claude Code. You will learn how to set up the WAT framework (Workflows, Agent, Tools), plan and build agentic workflows in plain English, troubleshoot issues in real time, and deploy your finished system to run on a schedule.

Time to complete: 1–3 hours · No developer background required

SECTION 01 Why Agentic Workflows Matter

Before touching any tools, it helps to understand what you're building and why the market is moving in this direction. This is not just hype — there is real money moving into real technology.

1.1 The Market Shift
Today
Tomorrow
~$7–8 billion agentic AI market
~$40–93 billion by 2030
25% of enterprises deploying pilots
50% of major companies by 2027
Growing demand for skilled builders
Massive budget allocations underway
Early adopter advantage
New security and infrastructure needs
1.2 Traditional Automation vs. Agentic Workflows

Tools like n8n and Zapier require you to map every step, connect every node, and manually handle every edge case. When something unexpected happens, the workflow breaks and a human has to step in to fix it. That's maintenance — that's time — that's money.

KEY INSIGHT
Agentic workflows change the build process, not just the output. Claude Code handles edge cases during construction that you might have missed. You battle-test it thoroughly before deploying — then it runs predictably and deterministically.

Think of traditional automation as laying a train track rail by rail, switch by switch, connection by connection — all by yourself. Agentic workflows are like hiring a construction crew and telling them where you need the track. They figure out the obstacles during construction. You approve the final result.

1.3 An Honest Note on Self-Healing

The self-healing capability is real, but only while you're actively working alongside the agent. When you trigger a workflow in Claude Code and say "go research these competitors and build me a report," the agent is right there with you. If something breaks, it catches it mid-run, adjusts its approach, updates its tools, and keeps going.

Once you deploy that workflow to run on a schedule or via webhook, you are deploying the code and tools — not the live agent. At that point it behaves more like traditional automation. This is actually a good thing: deployed automations are predictable and deterministic — exactly what you want in production.

IMPORTANT
Using the WAT framework, you deploy the Workflows and Tools — but not the live Agent. The agent's value is in how it builds and tests. The deployed result is solid, reliable code.
1.4 Prerequisites

You do not need to be a developer to use Claude Code. However, you will build better workflows if you understand the following basics:

  • What a webhook is and how it triggers a workflow
  • How APIs work at a basic level
  • How to spot when an automation is behaving incorrectly
  • What a cron schedule is (for deployment)
TIP
If you have built even simple automations in Zapier or n8n, you have everything you need. Your automation instincts make you a far better communicator with Claude Code — and a better quality-checker of what it produces.

SECTION 02 Set Up Your Environment

Follow these steps in order before writing a single prompt. This entire setup takes about 15–20 minutes.

1
Install VS Code
Go to code.visualstudio.com and download the correct version for your operating system (Mac, Windows, or Linux). Install it and open it. This is your IDE — your entire working environment.
2
Install the Claude Code Extension
In VS Code, click the Extensions icon on the left sidebar (looks like four squares). Search for "Claude Code" and click Install. You will be automatically prompted to sign in to your Anthropic account.
3
Subscribe to a Paid Claude Plan
Claude Code requires a paid subscription — it is not available on the free plan. Start with Pro at $17/month. If you hit usage limits regularly (most active builders do), upgrade to Max. The ROI is significant.
4
Open or Create a Project Folder
In VS Code, click Explorer in the left sidebar, then "Open Folder." Create a new, empty folder for this project. Think of this folder as your entire project universe — all files, workflows, and tools will live here.
5
Open the Claude Code Agent Panel
Double-click the Claude Code button in VS Code. The agent panel opens on the right side. Your file tree is on the left. You will use both views constantly throughout every project. Files on left, agent on right.
6
Download the WAT claude.md File
Go to the creator's free community (linked in the video description). Navigate to Classroom > Claude Code. Download the "watclaud.md" file and drag it into your project folder in the VS Code file tree on the left.
7
Initialize the Project
In the Claude Code agent panel, type: "Read the claude.md file and set up the project structure." Send it. Claude will read your instructions and automatically create all the folders and starter files your project needs.
WHAT IS claude.md?
This file acts as a persistent system prompt for your entire project. Every single time you send a message to Claude Code, it re-reads this file first. Use it to define your folder structure, which frameworks to use, what the project's goal is, and any important context the agent needs to know.
2.1 Enable Bypass Permissions

If you want Claude to make file edits automatically without asking for approval on each one, you need to enable Bypass Permissions:

  • Go to VS Code Settings (Cmd+, on Mac, Ctrl+, on Windows)
  • Search for "Claude Code"
  • Find "Allow Dangerously Skip Permissions" and enable it
  • This unlocks "Bypass Permissions" mode in the Claude Code panel dropdown
NOTE
Keep Bypass Permissions off during planning. Turn it on once you have reviewed the plan and are ready for Claude to build. This prevents accidental edits during the thinking phase.

SECTION 03 The WAT Framework

WAT stands for Workflows, Agent, and Tools. This three-layer structure is what makes your automation both powerful during development and reliable in production. Everything you build will follow this pattern.

Layer
What It Does
Analogy
W
Workflows
Markdown files written in plain English. They tell the agent what steps to follow, in what order, using which tools. Completely human-readable.
A recipe: preheat oven, crack eggs, fold in flour, bake for 30 minutes. Clear, ordered steps that anyone can follow.
A
Agent
Claude Code itself. It reads workflows, makes decisions about which tools to use, executes steps, catches errors, and improves itself during the build.
The chef: reads the recipe, applies judgment, handles unexpected situations, and adapts when ingredients are missing or the oven runs hot.
T
Tools
Scripts and API connectors that perform specific, repeatable actions. Examples: search the web, generate an image, send an email, log to a spreadsheet.
Ingredients and equipment: powerful individually, but useless without a recipe to tell you what to do with them and in what order.
3.1 How They Work Together

When you type a prompt like "Write me a newsletter about Agentic AI," Claude Code reads the relevant workflow file, sees that step 1 is "run the research tool," calls that tool, receives the results, then moves to step 2, and so on. The workflow is the brain. The tools are the hands.

KEY RULE
When you deploy to the cloud, you push the Workflows and Tools to a platform like trigger.dev or Modal. The live Agent is not deployed — it stays on your machine. Deployed automations are deterministic and reliable, which is exactly what production requires.
3.2 Self-Improvement

One of the most powerful features of this framework: as Claude Code builds and uses your workflows and tools, it improves them over time. If it makes a mistake, it updates the workflow or tool file so that mistake does not happen again. The more you use a project, the better it gets.

3.3 What the Folder Structure Looks Like

After initializing a project, Claude creates a folder structure like this:

  • claude.md — Your system prompt / project instructions
  • /workflows/ — Markdown files describing each automation process
  • /tools/ — Python scripts or API connectors for specific actions
  • /.env — Your secret API keys (never committed to Git)
  • /brand_assets/ — Logos, style guides, reference files

SECTION 04 Plan Your Workflow

This is the most important section. Rushing into building without planning is the most common mistake new builders make. Claude Code has a built-in Plan Mode specifically to prevent this — use it every time.

4.1 Enable Plan Mode
  • In the Claude Code agent panel, find the mode dropdown (top of the panel)
  • Switch from "Bypass Permissions" or "Edit Automatically" to Plan Mode
  • In Plan Mode, Claude will ask clarifying questions and propose a complete plan before touching a single file
  • You review, adjust, and approve the plan — then Claude builds
4.2 Write Your Initial Prompt

Your first prompt does not need to be perfect. Write what you want in plain English, even if it's vague. The goal is to give Claude enough direction to ask smart clarifying questions. Here is the exact prompt used in this tutorial:

Hey Claude, I want to build a workflow which will basically be a newsletter automation. I want to be able to tell you that I need a newsletter about a certain topic and you will do research. You will structure it in HTML. You will make it look pretty and you will also create a few infographics to go with it. So help me figure out what tech stack to use here and what else you might suggest that I haven't yet thought of.

Notice how this prompt is descriptive but not exhaustive. It gives Claude a clear goal without specifying every technical decision — those decisions are exactly what Claude will ask about.

4.3 Answer Claude's Clarifying Questions

After submitting your prompt, Claude will ask targeted questions before building anything. For the newsletter example, it asked about four things:

1
Research Method
Claude asked which external search API to use for pulling in real data. Answer given: Perplexity. This became the research tool in the final workflow.
2
Email Delivery
Claude asked whether to send via Beehiiv, output a raw HTML file, or send through Gmail. Answer given: Gmail. Claude then planned an OAuth-connected Gmail tool.
3
Brand Assets
Claude asked if there were brand guidelines or logos to incorporate. Answer: yes. Assets were dragged into the project folder and tagged with @ in the message so Claude could reference them directly.
4
Infographic Style
Claude suggested SVG for infographics (predictable, embeddable). User corrected this: use key.ai for AI-generated images. Claude updated the plan accordingly.
4.4 Review the Proposed Plan

Claude returns a complete plan — including tech stack decisions, step-by-step workflow outline, and a list of things you probably haven't considered yet. Read every line carefully before approving. Claude will flag things like:

  • Human review / approval checkpoints
  • Email subject line and metadata handling
  • Brand consistency rules
  • Error recovery logic
  • Archiving and logging
PRO TIP
Before accepting the plan, drag any brand assets (logo PNG, brand guidelines PDF, style references) into your project folder. Then tag them with the @ symbol in your message to Claude. It will incorporate your brand into every output automatically — colors, fonts, logo placement, and all.
4.5 Accept the Plan and Build
  • If something in the plan is wrong, type your correction in plain English and Claude revises
  • If the plan looks good, switch the dropdown to Bypass Permissions
  • Claude will then execute the entire build automatically, creating a to-do list and checking items off as it goes
  • You can work on something else and check back in — Claude handles it

SECTION 05 Build the Workflow

Once you approve the plan, Claude Code switches into build mode. It creates an internal to-do list and checks items off one by one. Here is what to expect.

5.1 What Claude Builds Automatically

For the newsletter example, Claude created all of the following without any additional prompting from the user:

Configuration & Tools
Workflow & Infrastructure
newsletter_style.json (colors, fonts, layout rules)
send_via_gmail.py (Gmail OAuth tool)
recipients.json (email list placeholder)
archive_to_sheets.py (Google Sheets logging)
research.py (Perplexity search tool)
newsletter_workflow.md (step-by-step process)
generate_infographic.py (key.ai image tool)
.env file (API key placeholders)
assemble_html.py (HTML builder tool)
Brand-aware config with your style rules
5.2 Add Your API Keys

Claude creates an .env file with clearly labeled placeholder values. Before running any test, open the .env file and replace each placeholder with your real API key. For the newsletter example you will need:

  • Anthropic API key — from console.anthropic.com
  • Perplexity API key — from perplexity.ai developer settings
  • key.ai API key — for AI-generated infographic images
  • Gmail OAuth credentials — Claude provides step-by-step setup instructions
  • Google Sheets ID — for archiving completed newsletters
SECURITY
Never paste API keys directly into your prompts or into workflow files. Always use the .env file exclusively. When you later push to GitHub, make sure .env is listed in your .gitignore so keys are never exposed in version history.
5.3 Understanding the Workflow File

Open your workflow markdown file and read through it. It should look like plain English instructions, using headers to separate phases and bullet points to describe each step. You should be able to read and understand every line — that is the design intent of the WAT framework. If something looks wrong, just tell Claude in natural language and it will fix it.


SECTION 06 Test and Troubleshoot

Your first test run is the most critical phase. Do not expect it to be perfect. Expect to find issues — and fix them. This is the battle-testing phase that gives you the confidence to deploy. The more edge cases you catch here, the more reliable your deployed workflow will be.

6.1 Run Your First Test

Trigger your workflow with a simple natural language prompt. For the newsletter example, the entire trigger was:

Write me a newsletter about Agentic AI.

That's it. Claude reads the workflow file, identifies which tools to run at each step, and executes the full sequence. Watch the output panel to see exactly what it's doing at each stage. Claude narrates its progress, so you always know where it is in the process.

6.2 What Claude Fixes Automatically

During the first test of the newsletter workflow, the following issues came up and were resolved entirely without manual intervention:

  • Unicode encoding error — Claude detected, diagnosed, and fixed automatically mid-run
  • Wrong API endpoint for key.ai — Claude searched the documentation, found the correct endpoint, updated the tool file, and retried
  • Corrupted HTML email output — Claude diagnosed the rendering issue, updated the HTML assembly tool, and resent a corrected version
HOW IT WORKS
When Claude fixes an error, it does not just patch the immediate run — it updates the underlying tool or workflow file so that error cannot happen again. Each fix makes the system permanently smarter. This is why the first run is the roughest and every subsequent run is cleaner.
6.3 Human Review Checkpoints

Your workflow may include built-in pauses where Claude asks for your approval before continuing. In the newsletter example, Claude paused before sending and asked:

  • To review and approve one of five generated subject line options
  • To confirm the recipient list before sending

These checkpoints are intentional. They give you control over critical moments. Once you trust the workflow completely, you can remove them — or keep them for quality assurance purposes.

6.4 When Output Looks Wrong

If something in the output looks incorrect, describe the problem to Claude in plain English. Do not try to debug code manually. Example of how this was handled during the tutorial:

The actual email I received is completely awful. I can't read any of it. It doesn't even make any sense. Take a look, figure out what happened, and try to send me it again.

Claude diagnosed the HTML rendering issue, fixed the assembly tool, confirmed the fix was in place, and sent a corrected version — all without the user touching a single file.

6.5 What a Successful First Run Looks Like

After the issues were resolved, the newsletter output included:

  • Brand logo in the header, styled correctly
  • Brand fonts and colors applied throughout
  • Three AI-generated infographics on market growth, Gartner roadmap, and impact metrics — each branded
  • Four content sections with sourced statistics and clickable source links
  • A call to action and key takeaways section at the bottom
  • Sent directly to the specified Gmail recipients
REMEMBER
The first test run is iteration one. There is always more to improve. After your first clean run, open Claude Code and tell it specifically what you want better. Each refinement cycle improves the workflow file and tools permanently.

SECTION 07 Improve with Skills

Skills are reusable system prompts — essentially saved sets of instructions — that Claude loads on demand to dramatically improve its performance on specific tasks. You can use skills that already exist or create your own from scratch.

7.1 How Skills Work

When Claude receives a task, it checks all available skills to see if any are relevant to the current request — similar to how it decides whether to use a tool or not. If a skill matches, Claude reads it before proceeding. This makes outputs far more consistent, polished, and predictable across runs.

  • Skills live in a designated folder in your project (or a shared skills library)
  • Claude reads the relevant skill files before executing a task
  • Skills can be shared across multiple projects
  • You can build an entire library of skills that compounds in value over time
7.2 Using an Existing Skill

There is, for example, a front-end design skill that makes Claude Code dramatically better at designing web interfaces. To use it:

  • Add the skill file to your project's skills folder
  • Tell Claude in your claude.md file to always invoke the front-end design skill when building web interfaces
  • Every web output from that project will now follow better design principles automatically — without you having to re-explain them every time
7.3 Creating a Custom Skill

Once you identify something your workflow does consistently well, or a set of standards you want applied reliably, turn it into a skill. For the newsletter project, a good custom skill would be:

Turn everything you now know about how to create on-brand infographics for this project into a skill. Include specific rules for: logo placement (top-left corner, 40px padding), brand colors (use only the hex values in newsletter_style.json), image composition style, text overlay rules, and the correct key.ai API parameters to use.

Claude will write a complete skill file and store it. From that point forward, every time it generates an infographic, it reads that skill first — making every output consistent with your brand standards automatically.

KEY BENEFIT
Skills create compounding quality. The more you build, the more skills you accumulate, and the better every new project becomes from day one. Skills are also shareable — you can give them to clients, team members, or sell them as part of your service offering.
7.4 Skills Worth Building Early
  • Brand guidelines skill — enforce colors, fonts, logo rules across all outputs
  • Email formatting skill — HTML email best practices, rendering compatibility
  • Infographic style skill — composition, labeling, color usage for charts
  • Error recovery skill — common API errors and how to handle them
  • Quality check skill — criteria for reviewing outputs before delivery

SECTION 08 Deploy to Production

Once you have tested your workflow thoroughly and trust its outputs, you can deploy it to run automatically on a schedule — without you needing to trigger it manually each time.

8.1 What You Actually Deploy

You do not deploy Claude Code itself. You deploy the workflow files and tool scripts that Claude built for you. These files get pushed to a deployment platform that handles scheduling, execution, and logging.

IMPORTANT
Remember: you are deploying Workflows + Tools only. The live Agent is not deployed. Once running in production, your workflow behaves like traditional automation — deterministic and reliable. This is exactly what you want. Predictability in production is a feature, not a limitation.
8.2 Recommended Deployment Platforms
  • trigger.dev — Best for event-driven and scheduled automations. Clean dashboard. Good for most use cases.
  • Modal — Best for compute-intensive Python workflows. Scales automatically. Great for image generation pipelines.
  • Vercel — Best if your workflow involves web endpoints, API routes, or serverless functions.
8.3 Step-by-Step Deployment Process
1
Push to GitHub
Create a GitHub repository and push your project folder. Before doing this, make sure your .env file is listed in .gitignore — this prevents your API keys from being exposed in your repository history.
2
Connect to Deployment Platform
Connect your GitHub repository to trigger.dev, Modal, or Vercel. Each platform has straightforward first-time setup documentation. Most take less than 10 minutes to connect.
3
Set Environment Variables
Add all your API keys as environment variables in the deployment platform's dashboard. This is the cloud equivalent of your local .env file. The names must match exactly.
4
Set Your Schedule or Trigger
Define when and how the workflow runs. Options: cron schedule (every Monday at 6:00 AM), webhook trigger (fires when a CRM event occurs), or manual trigger with a simple HTTP call.
5
Monitor and Maintain
Check execution logs regularly. If an API changes and a tool breaks, bring that tool file back into Claude Code, describe the error, let Claude fix it, then re-deploy only that updated file. You do not need to rebuild from scratch.
FUTURE-PROOFING
As you continue using the project in Claude Code (even after deployment), Claude continues updating and improving the workflow and tool files. More context, more brand assets, more feedback = better outputs. Re-deploy periodically to push improvements into production.

SECTION 09 Selling These Systems

Knowing how to build agentic workflows is only half the picture. Here is how to position, price, and sell this work at rates that reflect its true value — not your hourly output.

9.1 Lead with the Problem, Not the Technology

Business owners do not care that you build agentic workflows in Claude Code. They care about their problems. Lead with outcomes, not tools.

✗ Do Not Say This
  • I build agentic workflows in Claude Code
  • I use AI and automation
  • I can build you a newsletter system
  • My hourly rate is $X
  • I work with LLMs and APIs
✓ Say This Instead
  • I can save you X hours per month
  • I can reduce this process's error rate by X%
  • This system saves $10K/month in labor costs
  • This delivers $X in monthly value to your business
  • You'll recoup the cost in two weeks
9.2 Be the Doctor, Not the Pharmacist

A pharmacist fills a prescription that someone else wrote. A doctor asks questions, runs diagnostics, and prescribes based on what is actually wrong. Most AI builders are pharmacists — they take whatever the client asks for and build it. The best-paid builders are doctors.

Sit down with a business, understand their operations deeply, and identify the real constraint — the clog in the pipe. Most businesses are out here trying to pour more water into a clogged pipe by hiring more people or throwing random AI tools at problems. What they actually need is someone to find the clog and clear it. That skill is worth far more than any individual build.

9.3 Price on Value, Not Hours

If you build something in 30 minutes that saves a business 20 hours per week, that is not a 30-minute job. That is tens of thousands of dollars in annual value. Pricing yourself hourly puts a ceiling on your income and completely ignores the value you're actually delivering.

PRICING EXAMPLE
You identify a workflow that saves a client $10,000/month in manual labor and errors. You charge $5,000 to build it. They recoup the entire cost in two weeks. Everything after that is pure profit for them — and it's a great deal for you, since the build may have only taken a few days. That's value-based pricing. Everybody wins.
  • Price hourly only when you're starting out and building trust
  • Once you can clearly demonstrate ROI, move to project-based or value-based pricing
  • Track the metrics yourself — hours saved, errors eliminated, revenue generated
  • Proactively share these numbers with clients. Do not wait to be asked.
  • Building is getting easier and more commoditized. Your value is in finding and solving the right problems — not just executing builds.
9.4 The Path From Freelancer to Trusted Partner

A $3,000 build can become a $50,000/year relationship if you stay engaged, track results, and keep finding new opportunities inside the business. Here is the path:

1
Start Conversations
You don't need a big audience or a full agency. Start conversations with the right people. Be transparent about what you build and lead with how you can help them specifically. No audience needed — just the right outreach.
2
Deliver the Solution
Build the first system, test it thoroughly, deploy it reliably, and confirm it actually works before calling it done. A working system builds more trust than any pitch deck.
3
Track the Results
Measure hours saved, errors reduced, revenue generated. Own this data — do not leave it to the client to figure out. Share concrete numbers proactively. This is what separates retained partners from one-off contractors.
4
Find New Opportunities
Once the first system is running and the client sees results, they will want more. Look for the next clog. Clients who see ROI from your first build will almost always want a second, third, and fourth engagement.
5
Become the Trusted Partner
Optimize the existing build, add new workflows, help the business find new automation opportunities. At this stage, you are not just a contractor — you are the person they rely on to make their operations smarter. This is where pricing reflects real long-term value.

REFERENCE Quick Reference Cheat Sheet

Everything you need in one place. Bookmark this for daily use.

Action
How to Do It
Initialize a project
Tell Claude: "Read the claude.md file and set up the project structure." Send it and wait.
Enter Plan Mode
Switch the mode dropdown in the Claude Code panel to "Plan Mode" before sending your first prompt.
Trigger your workflow
Type your request in plain English in the agent panel. Example: "Write me a newsletter about X."
Fix an error
Describe what went wrong in plain English. Do not touch the code manually. Claude diagnoses and fixes it — and updates the file so it won't happen again.
Add brand assets
Drag logo/brand files into your project folder. Use @ to tag them directly in your Claude Code message. Claude will apply them to all outputs.
Create a custom skill
Tell Claude what you want the skill to do. Example: "Turn what you know about our infographic style into a reusable skill." Claude writes the skill file automatically.
Deploy the workflow
Push your project to GitHub (with .env in .gitignore). Connect to trigger.dev or Modal. Set environment variables. Set your schedule or trigger.
Store API keys safely
Always and only use the .env file for API keys. Never paste keys into prompts, workflow files, or tool scripts. Add .env to .gitignore before pushing to GitHub.
Improve output quality
After each test run, tell Claude specifically what you want changed in plain English. Each correction is written back into the tool or workflow file permanently.
Reuse across projects
Push refined workflow and tool files to a shared GitHub repo or local skills library. Reference them in new project claude.md files to skip rebuilding from scratch.

You are not just building workflows.

You are becoming the person businesses rely on to make their operations smarter.