Claude Code & OpenAI Codex — how to talk about them
What they are
Agentic coding tools that read a codebase, plan, edit files, run commands/tests and iterate. You direct, review diffs, and verify — you don't blindly accept output.
Your workflow (say this)
1) Give context & constraints 2) Ask for a plan on bigger tasks 3) Review the diff 4) Run tests 5) Iterate on failures 6) Commit small, explainable changes.
| Good practice | Why it matters |
|---|---|
| Small, scoped prompts | Easier to review; fewer surprise changes |
| Always run tests / reproduce first | AI can be confidently wrong |
| Keep secrets out of prompts | Never paste API keys or customer data |
| AGENTS.md / CLAUDE.md context files | Project conventions the agent reuses every session |
Automation platforms
| Tool type | Examples | Choose it when |
|---|---|---|
| No/low-code automation | n8n, Make, Zapier | Fast business workflows, many SaaS connectors |
| Code-based | Python/Node + queues + cron | Complex logic, testing, version control, scale |
| AI workflow / agent frameworks | LangChain-style chains, provider SDKs | Multi-step LLM logic, RAG, tool calling |
Monitoring & reliability checklist
- Structured logs with correlation/request ids on every workflow run
- Alerts on failure rate, queue depth and latency — not just 'is it up'
- Dashboards: runs, successes, failures, cost per workflow
- Retry policy: exponential backoff + jitter, max attempts, dead-letter queue
- Health checks + a manual runbook: what to do when X fails at 2am
Researching a new AI tool (their requirement!)
- What problem does it solve for us? 2) Docs + pricing + limits 3) Small spike (half-day) 4) Eval on our golden set 5) Risks: lock-in, data privacy, reliability 6) Recommendation with trade-offs.
Documentation & SOPs
SOP skeleton
Purpose → Owner → Trigger → Steps → Inputs/Outputs → Failure modes & fixes → Escalation → Changelog. Write docs a teammate can follow at midnight without you.
+ context + constraints"] --> A["AI agent
Claude Code / Codex"] A --> P["Plan (big tasks)"] P --> D["Diff / code changes"] D --> R{"You review
the diff"} R -->|Issues| A R -->|Looks right| T["Run tests /
reproduce bug first"] T -->|Fail| A T -->|Pass| C["Small commit
you can explain"]
form / webhook / schedule"] --> AU["Automation
n8n / Make / code"] AU --> AI["LLM step
classify / extract"] AI --> ST["Store
DB / Sheet"] ST --> N["Notify
Slack / Email"] AU -.-> M["Logs + alerts
failures / cost"] AI -.-> M
Test yourself
Module 3 Test — AI Tools, Automation & Monitoring
Tap an answer — explanation appears instantly. Pass mark: 70%. Retake until you pass.
Claude Code produces wrong code. Your move?
Fast business workflow with many SaaS connectors. Best first choice?
Good monitoring for an automation means…
Before adopting a new AI tool you should…
Context files like CLAUDE.md / AGENTS.md are for…
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