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Workflows

Skills handle repeatable tasks. Workflows are for open-ended, multi-step work — research, analysis, investigations — where Claude decides what to do next based on what it finds.

Build your own workflow

Section titled “Build your own workflow”

A workflow is just a prompt that describes a multi-step goal. The agent breaks it down, navigates, extracts, and compiles. Start simple and iterate:

  1. Describe the end goal — what do you want to have when it’s done?
  2. Run it — watch Claude work, interrupt if it goes off track
  3. Refine — “next time also check X” or “save as CSV instead”
  4. Capture — once it works, /ub:learn turns it into a reusable skill

The best workflows come from tasks you already do manually. If you spend 30 minutes every Monday checking prices or compiling reports, that’s a workflow waiting to happen.

Example: Research workflow

Section titled “Example: Research workflow”

Press Cmd+I and describe what you want:

“Research the top 5 project management tools for small teams. Compare pricing, key features, and user reviews. Save a comparison report.”

Claude will:

  1. Navigate to review sites, product pages, comparison articles
  2. Extract relevant data from each
  3. Cross-reference findings
  4. Write a structured markdown report (live preview in the built-in viewer)

You watch it work in real-time. The report builds up as you watch.

Video
Research workflow — multi-site comparison
User prompts: "Research the top 5 project management tools for small teams. Compare pricing, key features, and free tier limits. Save a comparison report." Show Claude opening multiple tabs — G2, Capterra, individual product pages (Notion, Linear, Asana, Monday, ClickUp). Data extraction happening on each. The built-in markdown viewer opens and the report builds up live — headings, feature tables, pricing breakdowns appearing in real-time as Claude writes. End with the completed report. ~60 seconds, sped up 2-3x.

Example: Crypto / DeFi workflow

Section titled “Example: Crypto / DeFi workflow”

“I want to swap 0.1 ETH for USDC on Uniswap Base. Find the best rate, execute the swap, and confirm the transaction.”

Claude will:

  1. Open Uniswap, connect your MetaMask wallet
  2. Configure the swap parameters
  3. Execute the transaction and handle the MetaMask confirmation popup
  4. Verify the transaction completed

This is end-to-end — including wallet popups and transaction signing. Claude interacts with MetaMask through its actual extension UI, not through mocked APIs. See CLAUDE.md for the built-in crypto automation patterns.

Video
Crypto workflow — Uniswap swap, end-to-end
User prompts: "Swap 0.1 ETH for USDC on Uniswap Base." Claude navigates to Uniswap, selects the Base chain, sets input token to ETH and output to USDC, enters 0.1 ETH. Clicks swap. MetaMask popup appears — Claude switches to the MetaMask window, reviews the transaction details, clicks Confirm. Back to Uniswap — transaction pending indicator, then success. Claude reports the completed transaction with amounts and tx hash. Fully autonomous, no human touch. ~45 seconds.

Long-running tasks & human handoff

Section titled “Long-running tasks & human handoff”

Some tasks hit walls: CAPTCHAs, 2FA prompts, “are you a robot?” checks, login screens Claude can’t pass. Instead of failing, Claude asks you for help:

  1. Claude calls start_remote_session("stuck on Shopee login CAPTCHA")
  2. You get a Telegram notification with a viewer link
  3. Open the link → see the browser screen → solve the CAPTCHA / do the 2FA
  4. Close the viewer → Claude picks up where it left off and continues

This means Claude can run long scraping or research tasks autonomously. When it gets stuck, it pings you. You unblock it in 10 seconds. It continues for another 30 minutes. You don’t babysit — you get pinged only when needed.

Video
Human handoff — Telegram ping, solve, resume
Claude is running a long scraping task across multiple Shopee pages. A CAPTCHA appears. Claude calls start_remote_session — the terminal shows "Waiting for human help: stuck on Shopee CAPTCHA." Cut to a phone — Telegram notification arrives with a viewer link. User taps it, sees the browser screen with the CAPTCHA in a mobile web viewer. User solves the slider CAPTCHA. Viewer closes. Back to the desktop — Claude detects the unblock, resumes scraping, and continues for several more pages without interruption. ~30 seconds.