An Introduction to Managed Agents in Claude

When a Claude workflow keeps coming back, you need to decide how it should run again and how much control it needs. This standalone lesson helps you choose between interactive Claude Code, a Claude Code Routine, and Claude Managed Agents.

Follow a documentation-audit example from a manually supervised task to a scheduled Routine, then explore a read-only Release Notes Auditor in Claude Console. See how an Agent, Environment, Session, and Events fit together, and how permissions, budgets, credentials, and success criteria support more autonomous work.

Finish by mapping one workflow you already repeat. Identify its trigger, context, tools, and approval boundaries so you can choose an appropriate starting point for automation.

What you'll learn: 

  • Choose between interactive Claude Code, a Routine, and Managed Agents for a recurring task.
  • Configure a scheduled documentation audit routine with clear instructions and limits on its actions.
  • Build and test a read-only Managed Agent in Claude Console using an Agent, Environment, Session, and Events.
  • Plan permissions, budgets, credentials, and success criteria before expanding an agent's capabilities.
  • Map a repeatable workflow's trigger, context, tools, and approval boundaries.
You can follow the decision framework without building a production application. Basic familiarity with Claude Code will help; hands-on practice requires access to Claude Code Routines and Claude Console for the demonstrated features.
  • 47m of video instruction
  • 1 lesson
Patrick Jones - Course author
Meet YOUR instructor

Grant Harvey

Grant is the voice of The Neuron, the daily newsletter delivering no-hype insights on how AI is changing the world around us, along with co-hosting The Neuron’s weekly podcast.