2.5 Session 2 Wrap-up

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⏱ Duration: ~15 min · 🎯 Goal: close the session checkpoint and set the bridge task toward Session 3 (Claude Code).

Today you moved from running every task to governing an automated operation: you left a live scheduled task, wrote your team’s mode policy, and understood Dispatch and native sub-agent coordination. Automation without governance is risk; you left it with rules.

Step 1 — Close the session checkpoint

Confirm you have all of this:

  • A weekly scheduled task for Elektra KPIs live on your Scheduled page, with at least one on-demand run.
  • politica-de-modos.docx with your tasks classified into Manual/Auto/Skip and the “money/messages/important files → Manual” rule.
  • You can explain the Manual/Auto/Skip matrix, deletion protection across all modes, and Dispatch’s safety chain.

Step 2 — For next week

Warning
Update Claude Desktop to the latest version before Session 3. Next week you build your first tool with Claude Code in the Desktop —no Node.js install, no terminal.

Bring a concrete idea for an internal tool or dashboard your division would use (for example, a KPI dashboard with traffic-light indicators). In Session 3 you’ll build it from scratch.

✅ Checkpoint

You have a live scheduled task and a written mode policy, you understand how to govern automation with the Manual/Auto/Skip matrix, and your Claude Desktop is updated to build with Code next week.

Closing quiz — 2 questions

1. Why doesn’t Auto mode auto-approve creating scheduled tasks? Because it’s a sensitive action: creating recurring automation has consequences, so Auto always asks for your explicit confirmation.

2. What sets Dispatch apart from a remote scheduled task? Dispatch runs on your desktop (needs it awake with the app open) and is controlled from your phone in a single thread; a remote scheduled task runs on cadence even when your computer is off.

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Aligned with Anthropic’s official Claude documentation. · Workshop Claude Avanzado · Grupo Salinas · v1.0 · 2026