Catalog / Business processes / Marketing / Promise-to-Perception / Measure Brand Health
reference process · marketing · 23 activities · 17 on the roster
Measure Brand Health
A study manager runs one wave of the brand tracker. The wave asks people in the market what they have heard of, what they believe the brand stands for, and which brand they would choose, and it asks the same questions about the competitors the tracker names. A statistician says how many answers the wave needs before anybody is asked, and afterwards says which movements since the last wave are larger than the noise in the measurement. The findings are set beside the promise the brand makes at the version in force, so the run says where what people believe misses what the organization claims. Every figure in this run comes from people outside the organization. The department's own traffic, pipeline and campaign numbers are a different source. They belong to the analytics agent, and this run never reports one of them as a perception figure.
The walk
The document
One run
Adoption
The activities
What happens in a run
23 activities from a tracking cycle comes round to awareness, perception and preference are reported, one of them a gate a person has to sign. Drag the diagram to move along it.
Measure Brand Health a tracking cycle comes round → awareness, perception and preference are reported
too few may be contacted the wording has to change changes requested too few answers so far the sample fell short a figure does not follow a tracking cycle comes round 1 Open the Cycle the wave's dates and the waves it compares to 2 Read the Promise the Bran… the brand standard at the version now in force 3 Settle What the Wave Meas… awareness, perception, preference and the attributes 4 Set the Competitor Set which rivals get asked about beside the brand 5 Brief the Wave every agent hears the question and the dates at once 6 Say How Much Data It Needs how many responses, per market and per segment 7 Define the Sample who gets asked, and how the market is represented 8 Check Who May Be Contacted the consent record applied to the drawn sample 9 Arrange the Outside Sample the people the contact base cannot supply are bought 10 Cover the Cost the panel and the incentives, against what is left 11 Carry the Questions Forwa… last wave's wording kept, and any change written down 12 Get Sign-Offs legal and the brand owner approve before fielding a person signs · never an agent 13 Field the Wave invitations go out and the responses come in 14 Watch the Sample Fill how many answered against how many are needed 15 Close the Wave asking stops and the responses are fixed 16 Work out the Figures the weighting, and each figure with its range 17 Compare with the Earlier … which movements are larger than the noise 18 Read What Was Published O… what outlets, analysts and reviewers said this cycle 19 Set Perception against th… what people believe beside what the brand claims 20 Write the Findings each finding with the responses recorded under it 21 Check the Findings Hold every figure read against its data and its method 22 Report Awareness, Percept… the readout, with the evidence under every line 23 Record What Was Learned what to repeat, what to avoid awareness, perception and preference are reported
The roster this process needs
Hover a name to see the activities it holds. A dashed one is a person, and stays one.
The document
The document, with the blanks marked
Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.
Use in LangGraph
Use in Agent Framework
Use in CrewAI
Use in Google ADK
PROCESS: measure brand health id: <team> /brand-health v1
from: ref/mkt/brand-health v1
owner: <who> effective: <date>
trigger: a tracking cycle comes round on <your tracker's schedule>
watch: record=<tracking cycle>
system=<your tracker's schedule>
change=<a cycle comes round>
concurrency: one wave at a time in the same market. Waves in different
markets overlap - <how many> in the field at once
goal: awareness, perception and preference read among people outside
the organization, set beside the promise the brand makes and
beside the earlier waves, and reported on the date they are due
phases:
open-the-cycle - human: the dates of the wave, the markets it
covers, and the waves it has to stay comparable to
owner: study-manager after: trigger
automation: <level>
read-the-promise - human: the brand standard at the version in force,
and the claims the promise makes
owner: standards-keeper after: open-the-cycle
automation: <level>
settle-measures - convenes decide-and-announce: what this wave
measures - awareness, perception, preference, and
the attributes the promise claims
owner: decision-coordinator
after: read-the-promise automation: <level>
competitor-set - human: the rivals asked about beside the brand,
and the reason each one is in the set
owner: study-manager after: settle-measures
automation: <level>
brief-the-wave - convenes briefing: what the wave measures, the
competitor set and the dates, heard by every agent
at once
owner: study-manager after: competitor-set
automation: <level>
size-the-sample - human: how many responses the wave needs in each
market and each segment it reports on, and what
that number was computed from
owner: statistician after: brief-the-wave
by: <days> automation: <level>
define-sample - human: who gets asked, how many of them, and how
the drawn sample matches <your market> on the
traits the findings are broken down by
owner: study-manager after: size-the-sample
by: <days> automation: <level>
check-consent - runs assessment: the drawn sample scored against
the consent rules in force, contact by contact
owner: consent-manager after: define-sample
automation: <level>
outside-sample - runs collect-and-report: the same requirements put
to every provider that can supply the people the
contact base does not reach, which for a reading
of the whole market is most of them
owner: supplier-manager after: define-sample
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the panel and the
incentives, drawn against <which allocation>
owner: budget-keeper after: outside-sample
automation: <level>
carry-questions - human: last wave's questions at the version they
ran under, kept word for word, with every change
written down and its reason beside it
owner: study-manager after: brief-the-wave
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the brand owner sign,
as named signers, against a version of the sample
and a version of the questions
owner: <your legal role>
after: check-consent + cover-the-cost +
carry-questions
by: <days> automation: never
field-the-wave - human: the invitations go out and the responses
land as they were given
owner: study-manager after: get-sign-offs
by: <days> automation: <level>
watch-sample - runs roll-call: how many have answered in each
market and each segment, and where the sample is
filling more slowly than the wave allowed for
owner: study-manager after: field-the-wave
every: <cadence> automation: <level>
close-the-wave - human: asking stops on the date or on the count,
and the responses are fixed at a version
owner: study-manager after: watch-sample
automation: <level>
work-out-figures - human: the weighting that brings the sample back
to <your market> , and each figure with its method,
its exclusions and the range around it
owner: statistician after: close-the-wave
by: <days> automation: <level>
compare-waves - human: this wave beside the earlier ones, with a
verdict on every movement saying whether it is
larger than the noise in the measurement
owner: statistician after: work-out-figures
by: <days> automation: <level>
read-published - runs collect-and-report: what outlets, analysts,
research firms and review sites published about
the brand and the category during the cycle
owner: coverage-monitor after: brief-the-wave
every: <cadence> automation: <level>
perception-gap - human: each attribute the wave measured set beside
the claim the promise makes about it, naming where
what people believe misses what the brand claims
owner: study-manager
after: compare-waves + read-published
by: <days> automation: <level>
write-findings - human: what the wave found, each finding with the
responses recorded under it
owner: study-manager after: perception-gap
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside it
owner: statistician after: write-findings
by: <days> automation: <level>
report-the-wave - runs collect-and-report: awareness, perception and
preference on their date, complete or not, with
the evidence under every line and the version of
the promise the figures were read against
owner: study-manager after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: report-the-wave
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-wave until: report-the-wave
handoffs:
open-the-cycle -> read-the-promise [wave-dates]: the dates of the
wave and the earlier waves this one has to stay comparable to
read-the-promise -> settle-measures [brand-promise]: the brand
standard at the version in force, and the claims the promise makes
settle-measures -> competitor-set [wave-measures]: what the wave
measures, and the attributes it puts to people
competitor-set -> brief-the-wave [rivals]: the rivals asked about
beside the brand, and the reason each one is in the set
brief-the-wave -> size-the-sample [movement-threshold]: the
measures, the size of the movement that would matter to a
decision, and the confidence the wave is being run to
brief-the-wave -> carry-questions [earlier-questions]: the measures
as every agent heard them, and the earlier questions at the
versions they ran under
brief-the-wave -> read-published [watch-list]: what to watch for
during the cycle
size-the-sample -> define-sample [response-counts]: how many
responses the wave needs in each market and each segment, and what
that was computed from
define-sample -> check-consent [drawn-sample]: the drawn sample,
contact by contact, with the source each contact came from
define-sample -> outside-sample [sample-shortfall]: the people the
contact base cannot supply, and what the wave needs them to be
check-consent -> get-sign-offs [contactable-sample]: the sample that
may be contacted, the count removed, and the rule behind each
removal
outside-sample -> cover-the-cost [provider-quotes]: what each
provider would charge for the sample, and what it would deliver
cover-the-cost -> get-sign-offs [wave-cost]: what the wave will
draw, and the allocation it draws against
carry-questions -> get-sign-offs [wave-questions]: the questions at
a version, every change from the last wave marked, and the reason
for each change
get-sign-offs -> field-the-wave [signed-wave]: the approved sample
and the approved questions at their signed versions. A later
change voids the approval and sign-offs run again
field-the-wave -> watch-sample [responses]: the responses as they
arrive, each marked with the version of the questions it answered
watch-sample -> close-the-wave [fill-counts]: the count answered set
against the count the wave planned for, market by market
close-the-wave -> work-out-figures [fixed-responses]: the responses
fixed at a version, with every response that was removed and the
rule that removed it
work-out-figures -> compare-waves [wave-figures]: every figure with
its method, its weighting, its exclusions and the range around it
compare-waves -> perception-gap [movement-verdicts]: each measure
beside its earlier readings, with a verdict on every movement
read-published -> perception-gap [published-mentions]: what was
published during the cycle, each mention with its outlet, its date
and what it said
perception-gap -> write-findings [promise-gaps]: each attribute set
beside the claim the promise makes about it, and the version of
the promise it was read against
write-findings -> check-findings [draft-findings]: the findings at a
version, each with the responses recorded under it
check-findings -> report-the-wave [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
report-the-wave -> record-learnings [wave-report]: the report, as
delivered
deviations:
check-consent -> define-sample [too-few-contactable]: the consent
check removes most of the drawn sample, so the sample is drawn
again or the wave buys the people it cannot reach
carry-questions -> settle-measures [wording-must-change]: a tracked
question has to be reworded, so what the wave measures is settled
again and <who> agrees the change before it is made
get-sign-offs -> carry-questions [sign-off-changes-questions]: a
signer asks for changes to the questions, so only what they named
is carried forward again
watch-sample -> field-the-wave [sample-filling-slowly]: fewer have
answered than the wave allowed for, so fielding continues in the
markets that are short
work-out-figures -> field-the-wave [sample-fell-short]: the wave
closed short of what it needed, so it fields again, reports with
the shortfall named against every finding, or is dropped
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data and the method beside it, so the
finding is written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for legal, finance, the brand owner
and leadership>
systems: the study record (write), the questions and material
(write), the response record (write), the calculation record
(write), the survey and interview system (trigger),
the contact database (read), the consent record (read),
the sending system (write), the standards store (read),
the coverage record (write), the supplier record (write),
the budget record (write), the report store (write),
the meeting calendar (write)
data: brand guidelines <version> - the promise and the attributes
it claims, <your consent rules> <version> , the earlier waves
at the versions they ran under, the terms attached to every
sample bought from outside
policy:
every figure reported here comes from people outside the
organization. A number from the department's own systems is never
reported as a perception figure
nobody is asked anything until the sample and the questions have been
signed
sign-off is a human gate and is never delegated to an agent
a tracked question is reworded only when <who> agrees, and the wave
that reworded it reports the old wording and the new one
the competitor set changes only when <who> agrees, and a wave that
changed it says so against every share it reports
a movement inside the noise is reported as no movement
every finding carries the responses it rests on, and a finding
resting on fewer responses than the wave needed says so
every figure carries its method, its weighting, its exclusions and
the range around it
responses are kept as they were given, and a response left out of a
count is left out under a named rule
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the cycle opening to the reported findings
comparability: <share> of tracked questions carried forward with
their wording unchanged
completion: <share> of the drawn sample that fills to the count the
wave planned for
volume: <waves per period>
quality gate: no movement is reported as a result without the
statistician's verdict that it is larger than the noise
Copy
Take it somewhere
Use this process in LangGraph
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
376 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable LangGraph graph:
one Python file with a TypedDict state, a StateGraph, nodes, edges,
conditional edges and a checkpointer.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://docs.langchain.com/oss/python/langgraph/interrupts
interrupt() and Command(resume=), which is how a gate stops a run
https://reference.langchain.com/python/langgraph/graph/state/StateGraph
StateGraph, add_edge, add_conditional_edges, defer
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN LANGGRAPH
11. A phase is a node added with `add_node`, under the phase's own name.
12. The state is a TypedDict. Each handoff key is one field on it.
13. A join is the trap. `add_edge(["a", "b"], "c")` looks right and releases
once: when a backward edge re-enters ONE arm, the joined node never runs
again, and the run ends early reporting success rather than raising. Mark the
joined node `defer=True` and re-check inside it that both inbound handoffs
exist.
14. A gate is `interrupt()` inside the node, resumed with `Command(resume=...)`.
The platform lets anything at all call resume, so require the resumed value to
name a person and a date and refuse anything else. Say in the fidelity note
that this proves only that whoever resumed typed a name, because
`Command(resume=True)` from a scheduled job is indistinguishable from a person
signing.
15. A deviation is `add_conditional_edges` with a routing function named after
the key in brackets.
16. Pass a durable checkpointer rather than taking the in-memory default. The
gates wait days, and the default loses every paused run on restart.
17. Leave every phase body unimplemented, raising until somebody registers an
implementation. The automation level is a blank, so writing a body would
answer on the adopter's behalf whether an agent may do that work.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: measure brand health id: <team>/brand-health v1
from: ref/mkt/brand-health v1
owner: <who> effective: <date>
trigger: a tracking cycle comes round on <your tracker's schedule>
watch: record=<tracking cycle>
system=<your tracker's schedule>
change=<a cycle comes round>
concurrency: one wave at a time in the same market. Waves in different
markets overlap - <how many> in the field at once
goal: awareness, perception and preference read among people outside
the organization, set beside the promise the brand makes and
beside the earlier waves, and reported on the date they are due
phases:
open-the-cycle - human: the dates of the wave, the markets it
covers, and the waves it has to stay comparable to
owner: study-manager after: trigger
automation: <level>
read-the-promise - human: the brand standard at the version in force,
and the claims the promise makes
owner: standards-keeper after: open-the-cycle
automation: <level>
settle-measures - convenes decide-and-announce: what this wave
measures - awareness, perception, preference, and
the attributes the promise claims
owner: decision-coordinator
after: read-the-promise automation: <level>
competitor-set - human: the rivals asked about beside the brand,
and the reason each one is in the set
owner: study-manager after: settle-measures
automation: <level>
brief-the-wave - convenes briefing: what the wave measures, the
competitor set and the dates, heard by every agent
at once
owner: study-manager after: competitor-set
automation: <level>
size-the-sample - human: how many responses the wave needs in each
market and each segment it reports on, and what
that number was computed from
owner: statistician after: brief-the-wave
by: <days> automation: <level>
define-sample - human: who gets asked, how many of them, and how
the drawn sample matches <your market> on the
traits the findings are broken down by
owner: study-manager after: size-the-sample
by: <days> automation: <level>
check-consent - runs assessment: the drawn sample scored against
the consent rules in force, contact by contact
owner: consent-manager after: define-sample
automation: <level>
outside-sample - runs collect-and-report: the same requirements put
to every provider that can supply the people the
contact base does not reach, which for a reading
of the whole market is most of them
owner: supplier-manager after: define-sample
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the panel and the
incentives, drawn against <which allocation>
owner: budget-keeper after: outside-sample
automation: <level>
carry-questions - human: last wave's questions at the version they
ran under, kept word for word, with every change
written down and its reason beside it
owner: study-manager after: brief-the-wave
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the brand owner sign,
as named signers, against a version of the sample
and a version of the questions
owner: <your legal role>
after: check-consent + cover-the-cost +
carry-questions
by: <days> automation: never
field-the-wave - human: the invitations go out and the responses
land as they were given
owner: study-manager after: get-sign-offs
by: <days> automation: <level>
watch-sample - runs roll-call: how many have answered in each
market and each segment, and where the sample is
filling more slowly than the wave allowed for
owner: study-manager after: field-the-wave
every: <cadence> automation: <level>
close-the-wave - human: asking stops on the date or on the count,
and the responses are fixed at a version
owner: study-manager after: watch-sample
automation: <level>
work-out-figures - human: the weighting that brings the sample back
to <your market>, and each figure with its method,
its exclusions and the range around it
owner: statistician after: close-the-wave
by: <days> automation: <level>
compare-waves - human: this wave beside the earlier ones, with a
verdict on every movement saying whether it is
larger than the noise in the measurement
owner: statistician after: work-out-figures
by: <days> automation: <level>
read-published - runs collect-and-report: what outlets, analysts,
research firms and review sites published about
the brand and the category during the cycle
owner: coverage-monitor after: brief-the-wave
every: <cadence> automation: <level>
perception-gap - human: each attribute the wave measured set beside
the claim the promise makes about it, naming where
what people believe misses what the brand claims
owner: study-manager
after: compare-waves + read-published
by: <days> automation: <level>
write-findings - human: what the wave found, each finding with the
responses recorded under it
owner: study-manager after: perception-gap
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside it
owner: statistician after: write-findings
by: <days> automation: <level>
report-the-wave - runs collect-and-report: awareness, perception and
preference on their date, complete or not, with
the evidence under every line and the version of
the promise the figures were read against
owner: study-manager after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: report-the-wave
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-wave until: report-the-wave
handoffs:
open-the-cycle -> read-the-promise [wave-dates]: the dates of the
wave and the earlier waves this one has to stay comparable to
read-the-promise -> settle-measures [brand-promise]: the brand
standard at the version in force, and the claims the promise makes
settle-measures -> competitor-set [wave-measures]: what the wave
measures, and the attributes it puts to people
competitor-set -> brief-the-wave [rivals]: the rivals asked about
beside the brand, and the reason each one is in the set
brief-the-wave -> size-the-sample [movement-threshold]: the
measures, the size of the movement that would matter to a
decision, and the confidence the wave is being run to
brief-the-wave -> carry-questions [earlier-questions]: the measures
as every agent heard them, and the earlier questions at the
versions they ran under
brief-the-wave -> read-published [watch-list]: what to watch for
during the cycle
size-the-sample -> define-sample [response-counts]: how many
responses the wave needs in each market and each segment, and what
that was computed from
define-sample -> check-consent [drawn-sample]: the drawn sample,
contact by contact, with the source each contact came from
define-sample -> outside-sample [sample-shortfall]: the people the
contact base cannot supply, and what the wave needs them to be
check-consent -> get-sign-offs [contactable-sample]: the sample that
may be contacted, the count removed, and the rule behind each
removal
outside-sample -> cover-the-cost [provider-quotes]: what each
provider would charge for the sample, and what it would deliver
cover-the-cost -> get-sign-offs [wave-cost]: what the wave will
draw, and the allocation it draws against
carry-questions -> get-sign-offs [wave-questions]: the questions at
a version, every change from the last wave marked, and the reason
for each change
get-sign-offs -> field-the-wave [signed-wave]: the approved sample
and the approved questions at their signed versions. A later
change voids the approval and sign-offs run again
field-the-wave -> watch-sample [responses]: the responses as they
arrive, each marked with the version of the questions it answered
watch-sample -> close-the-wave [fill-counts]: the count answered set
against the count the wave planned for, market by market
close-the-wave -> work-out-figures [fixed-responses]: the responses
fixed at a version, with every response that was removed and the
rule that removed it
work-out-figures -> compare-waves [wave-figures]: every figure with
its method, its weighting, its exclusions and the range around it
compare-waves -> perception-gap [movement-verdicts]: each measure
beside its earlier readings, with a verdict on every movement
read-published -> perception-gap [published-mentions]: what was
published during the cycle, each mention with its outlet, its date
and what it said
perception-gap -> write-findings [promise-gaps]: each attribute set
beside the claim the promise makes about it, and the version of
the promise it was read against
write-findings -> check-findings [draft-findings]: the findings at a
version, each with the responses recorded under it
check-findings -> report-the-wave [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
report-the-wave -> record-learnings [wave-report]: the report, as
delivered
deviations:
check-consent -> define-sample [too-few-contactable]: the consent
check removes most of the drawn sample, so the sample is drawn
again or the wave buys the people it cannot reach
carry-questions -> settle-measures [wording-must-change]: a tracked
question has to be reworded, so what the wave measures is settled
again and <who> agrees the change before it is made
get-sign-offs -> carry-questions [sign-off-changes-questions]: a
signer asks for changes to the questions, so only what they named
is carried forward again
watch-sample -> field-the-wave [sample-filling-slowly]: fewer have
answered than the wave allowed for, so fielding continues in the
markets that are short
work-out-figures -> field-the-wave [sample-fell-short]: the wave
closed short of what it needed, so it fields again, reports with
the shortfall named against every finding, or is dropped
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data and the method beside it, so the
finding is written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for legal, finance, the brand owner
and leadership>
systems: the study record (write), the questions and material
(write), the response record (write), the calculation record
(write), the survey and interview system (trigger),
the contact database (read), the consent record (read),
the sending system (write), the standards store (read),
the coverage record (write), the supplier record (write),
the budget record (write), the report store (write),
the meeting calendar (write)
data: brand guidelines <version> - the promise and the attributes
it claims, <your consent rules> <version>, the earlier waves
at the versions they ran under, the terms attached to every
sample bought from outside
policy:
every figure reported here comes from people outside the
organization. A number from the department's own systems is never
reported as a perception figure
nobody is asked anything until the sample and the questions have been
signed
sign-off is a human gate and is never delegated to an agent
a tracked question is reworded only when <who> agrees, and the wave
that reworded it reports the old wording and the new one
the competitor set changes only when <who> agrees, and a wave that
changed it says so against every share it reports
a movement inside the noise is reported as no movement
every finding carries the responses it rests on, and a finding
resting on fewer responses than the wave needed says so
every figure carries its method, its weighting, its exclusions and
the range around it
responses are kept as they were given, and a response left out of a
count is left out under a named rule
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the cycle opening to the reported findings
comparability: <share> of tracked questions carried forward with
their wording unchanged
completion: <share> of the drawn sample that fills to the count the
wave planned for
volume: <waves per period>
quality gate: no movement is reported as a result without the
statistician's verdict that it is larger than the noise
```
Take it somewhere
Use this process in Microsoft Agent Framework
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
431 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Microsoft Agent Framework workflow:
one Python file with Executor classes, a WorkflowBuilder, typed edges,
request_info gates and durable checkpoint storage.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://learn.microsoft.com/en-us/agent-framework/workflows/human-in-the-loop
ctx.request_info, @response_handler, and answering a parked run later
https://learn.microsoft.com/en-us/agent-framework/workflows/checkpoints
what a checkpoint holds, and allowed_checkpoint_types
https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/edges
add_edge with condition, add_fan_in_edges, add_switch_case_edge_group
https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/state
ctx.set_state and ctx.get_state as they actually are today
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN MICROSOFT AGENT FRAMEWORK
11. Write for Python, and read those pages before writing a line. This API has
moved: `set_shared_state`, `RequestInfoExecutor`, `RequestInfoMessage` and
`send_responses_streaming` are all in the training data and none of them exist
any more. The .NET workflow API differs in kind rather than in spelling, so a
file written for one does not port by renaming.
12. A phase is a class deriving from `Executor` whose `super().__init__(id=...)`
takes the phase name verbatim. The id is not cosmetic: a checkpoint stores a
signature over the topology and the executor ids, so an id built from a run, a
timestamp or a counter cannot be resumed into.
13. Give each phase a `@handler` method and move work on with
`await ctx.send_message(...)`. A handler that returns without sending is a dead
end: the branch stops, the run converges, and it reports success. So a phase
you are deliberately leaving unimplemented must still send a placeholder
onward. Do not stub with `raise NotImplementedError`, which fails the run
instead of leaving it runnable.
14. `after: a` is `builder.add_edge(a, b)`. `after: a + b` is
`builder.add_fan_in_edges([a, b], target)`, and the target's handler must be
annotated `list[T]`, because a fan-in delivers one aggregated list rather than
the separate messages. A handler typed for the single value is dropped as a
mismatch with nothing raised.
15. The join is the trap here, and it is the opposite of LangGraph's. The
barrier re-arms: it clears its buffer when it fires and then demands a fresh
message from every source. So a deviation that re-enters ONE arm parks the
run forever waiting for an arm that will not run again, and the workflow ends
IDLE reporting success. Wherever a deviation re-enters one arm of a join,
replace the barrier with an ordinary edge from each arm into a small executor
that records each arrival with `ctx.set_state` and only forwards when every
expected key is present, and say in a comment that putting `add_fan_in_edges`
back reintroduces the stall.
16. A phase that is both a join target and a deviation target needs two
handlers, one annotated `list[T]` for the barrier and one annotated `T` for the
backward message. Write only the list handler and every backward edge into it
is discarded as a type mismatch, silently.
17. `automation: never` is `await ctx.request_info(request_data=...,
response_type=...)` inside the phase, answered by a `@response_handler` on the
same executor whose annotations match those exact types. The run parks at
`IDLE_WITH_PENDING_REQUESTS` and the host answers with
`workflow.run(stream=True, responses={request_id: value})`. If no handler
matches the pair, the framework logs a warning and parks anyway, so the gate
reads as working right up until somebody asks why the approval did not take.
18. A gate is only a gate if the wait survives a restart, so pass
`checkpoint_storage=FileCheckpointStorage(...)` to the builder. Checkpointing
is off by default and `InMemoryCheckpointStorage` reads as configured while
persisting nothing. Register every handoff payload type in
`allowed_checkpoint_types`, or the first restore raises. Anything an executor
keeps as an instance attribute is absent after a restore unless you export it
from `on_checkpoint_save` and read it back in `on_checkpoint_restore`, and it
comes back empty rather than missing.
19. Each line under `deviations:` is `builder.add_edge(source, earlier,
condition=fn)` with `fn` named after the key. Cycles are legal and unchecked,
but raise `max_iterations` well above its default of 100, because several live
cycles will exhaust a budget sized for a straight line and fail with a message
about convergence that reads like a broken graph. Keep the ordinary forward
edge unconditional and add each deviation beside it: a condition that returns
false is dropped with no event, so a forward path expressed as a condition
dies silently on every normal run, which is most of them.
20. Handoff values go in `ctx.set_state(key, value)` and come back from
`ctx.get_state(key)`, untyped and unchecked. A write is visible to its writer
at once and to everyone else only in the next superstep, and two writers of one
key in a superstep keep the last write. Never read a key in the same superstep
another phase wrote it.
21. There are no timers, no deadlines and no scheduled wakes. Nothing in
`run-scoped:` becomes an executor and `by:` has no expression at all, so write
them as comments naming where they start and stop, and say plainly in the
fidelity note that a run can close over an unfinished run-scoped line. Do not
fake a deadline with a sleep inside a handler, which blocks the whole superstep
barrier, and never let an expiring wait release a gate.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: measure brand health id: <team>/brand-health v1
from: ref/mkt/brand-health v1
owner: <who> effective: <date>
trigger: a tracking cycle comes round on <your tracker's schedule>
watch: record=<tracking cycle>
system=<your tracker's schedule>
change=<a cycle comes round>
concurrency: one wave at a time in the same market. Waves in different
markets overlap - <how many> in the field at once
goal: awareness, perception and preference read among people outside
the organization, set beside the promise the brand makes and
beside the earlier waves, and reported on the date they are due
phases:
open-the-cycle - human: the dates of the wave, the markets it
covers, and the waves it has to stay comparable to
owner: study-manager after: trigger
automation: <level>
read-the-promise - human: the brand standard at the version in force,
and the claims the promise makes
owner: standards-keeper after: open-the-cycle
automation: <level>
settle-measures - convenes decide-and-announce: what this wave
measures - awareness, perception, preference, and
the attributes the promise claims
owner: decision-coordinator
after: read-the-promise automation: <level>
competitor-set - human: the rivals asked about beside the brand,
and the reason each one is in the set
owner: study-manager after: settle-measures
automation: <level>
brief-the-wave - convenes briefing: what the wave measures, the
competitor set and the dates, heard by every agent
at once
owner: study-manager after: competitor-set
automation: <level>
size-the-sample - human: how many responses the wave needs in each
market and each segment it reports on, and what
that number was computed from
owner: statistician after: brief-the-wave
by: <days> automation: <level>
define-sample - human: who gets asked, how many of them, and how
the drawn sample matches <your market> on the
traits the findings are broken down by
owner: study-manager after: size-the-sample
by: <days> automation: <level>
check-consent - runs assessment: the drawn sample scored against
the consent rules in force, contact by contact
owner: consent-manager after: define-sample
automation: <level>
outside-sample - runs collect-and-report: the same requirements put
to every provider that can supply the people the
contact base does not reach, which for a reading
of the whole market is most of them
owner: supplier-manager after: define-sample
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the panel and the
incentives, drawn against <which allocation>
owner: budget-keeper after: outside-sample
automation: <level>
carry-questions - human: last wave's questions at the version they
ran under, kept word for word, with every change
written down and its reason beside it
owner: study-manager after: brief-the-wave
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the brand owner sign,
as named signers, against a version of the sample
and a version of the questions
owner: <your legal role>
after: check-consent + cover-the-cost +
carry-questions
by: <days> automation: never
field-the-wave - human: the invitations go out and the responses
land as they were given
owner: study-manager after: get-sign-offs
by: <days> automation: <level>
watch-sample - runs roll-call: how many have answered in each
market and each segment, and where the sample is
filling more slowly than the wave allowed for
owner: study-manager after: field-the-wave
every: <cadence> automation: <level>
close-the-wave - human: asking stops on the date or on the count,
and the responses are fixed at a version
owner: study-manager after: watch-sample
automation: <level>
work-out-figures - human: the weighting that brings the sample back
to <your market>, and each figure with its method,
its exclusions and the range around it
owner: statistician after: close-the-wave
by: <days> automation: <level>
compare-waves - human: this wave beside the earlier ones, with a
verdict on every movement saying whether it is
larger than the noise in the measurement
owner: statistician after: work-out-figures
by: <days> automation: <level>
read-published - runs collect-and-report: what outlets, analysts,
research firms and review sites published about
the brand and the category during the cycle
owner: coverage-monitor after: brief-the-wave
every: <cadence> automation: <level>
perception-gap - human: each attribute the wave measured set beside
the claim the promise makes about it, naming where
what people believe misses what the brand claims
owner: study-manager
after: compare-waves + read-published
by: <days> automation: <level>
write-findings - human: what the wave found, each finding with the
responses recorded under it
owner: study-manager after: perception-gap
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside it
owner: statistician after: write-findings
by: <days> automation: <level>
report-the-wave - runs collect-and-report: awareness, perception and
preference on their date, complete or not, with
the evidence under every line and the version of
the promise the figures were read against
owner: study-manager after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: report-the-wave
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-wave until: report-the-wave
handoffs:
open-the-cycle -> read-the-promise [wave-dates]: the dates of the
wave and the earlier waves this one has to stay comparable to
read-the-promise -> settle-measures [brand-promise]: the brand
standard at the version in force, and the claims the promise makes
settle-measures -> competitor-set [wave-measures]: what the wave
measures, and the attributes it puts to people
competitor-set -> brief-the-wave [rivals]: the rivals asked about
beside the brand, and the reason each one is in the set
brief-the-wave -> size-the-sample [movement-threshold]: the
measures, the size of the movement that would matter to a
decision, and the confidence the wave is being run to
brief-the-wave -> carry-questions [earlier-questions]: the measures
as every agent heard them, and the earlier questions at the
versions they ran under
brief-the-wave -> read-published [watch-list]: what to watch for
during the cycle
size-the-sample -> define-sample [response-counts]: how many
responses the wave needs in each market and each segment, and what
that was computed from
define-sample -> check-consent [drawn-sample]: the drawn sample,
contact by contact, with the source each contact came from
define-sample -> outside-sample [sample-shortfall]: the people the
contact base cannot supply, and what the wave needs them to be
check-consent -> get-sign-offs [contactable-sample]: the sample that
may be contacted, the count removed, and the rule behind each
removal
outside-sample -> cover-the-cost [provider-quotes]: what each
provider would charge for the sample, and what it would deliver
cover-the-cost -> get-sign-offs [wave-cost]: what the wave will
draw, and the allocation it draws against
carry-questions -> get-sign-offs [wave-questions]: the questions at
a version, every change from the last wave marked, and the reason
for each change
get-sign-offs -> field-the-wave [signed-wave]: the approved sample
and the approved questions at their signed versions. A later
change voids the approval and sign-offs run again
field-the-wave -> watch-sample [responses]: the responses as they
arrive, each marked with the version of the questions it answered
watch-sample -> close-the-wave [fill-counts]: the count answered set
against the count the wave planned for, market by market
close-the-wave -> work-out-figures [fixed-responses]: the responses
fixed at a version, with every response that was removed and the
rule that removed it
work-out-figures -> compare-waves [wave-figures]: every figure with
its method, its weighting, its exclusions and the range around it
compare-waves -> perception-gap [movement-verdicts]: each measure
beside its earlier readings, with a verdict on every movement
read-published -> perception-gap [published-mentions]: what was
published during the cycle, each mention with its outlet, its date
and what it said
perception-gap -> write-findings [promise-gaps]: each attribute set
beside the claim the promise makes about it, and the version of
the promise it was read against
write-findings -> check-findings [draft-findings]: the findings at a
version, each with the responses recorded under it
check-findings -> report-the-wave [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
report-the-wave -> record-learnings [wave-report]: the report, as
delivered
deviations:
check-consent -> define-sample [too-few-contactable]: the consent
check removes most of the drawn sample, so the sample is drawn
again or the wave buys the people it cannot reach
carry-questions -> settle-measures [wording-must-change]: a tracked
question has to be reworded, so what the wave measures is settled
again and <who> agrees the change before it is made
get-sign-offs -> carry-questions [sign-off-changes-questions]: a
signer asks for changes to the questions, so only what they named
is carried forward again
watch-sample -> field-the-wave [sample-filling-slowly]: fewer have
answered than the wave allowed for, so fielding continues in the
markets that are short
work-out-figures -> field-the-wave [sample-fell-short]: the wave
closed short of what it needed, so it fields again, reports with
the shortfall named against every finding, or is dropped
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data and the method beside it, so the
finding is written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for legal, finance, the brand owner
and leadership>
systems: the study record (write), the questions and material
(write), the response record (write), the calculation record
(write), the survey and interview system (trigger),
the contact database (read), the consent record (read),
the sending system (write), the standards store (read),
the coverage record (write), the supplier record (write),
the budget record (write), the report store (write),
the meeting calendar (write)
data: brand guidelines <version> - the promise and the attributes
it claims, <your consent rules> <version>, the earlier waves
at the versions they ran under, the terms attached to every
sample bought from outside
policy:
every figure reported here comes from people outside the
organization. A number from the department's own systems is never
reported as a perception figure
nobody is asked anything until the sample and the questions have been
signed
sign-off is a human gate and is never delegated to an agent
a tracked question is reworded only when <who> agrees, and the wave
that reworded it reports the old wording and the new one
the competitor set changes only when <who> agrees, and a wave that
changed it says so against every share it reports
a movement inside the noise is reported as no movement
every finding carries the responses it rests on, and a finding
resting on fewer responses than the wave needed says so
every figure carries its method, its weighting, its exclusions and
the range around it
responses are kept as they were given, and a response left out of a
count is left out under a named rule
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the cycle opening to the reported findings
comparability: <share> of tracked questions carried forward with
their wording unchanged
completion: <share> of the drawn sample that fills to the count the
wave planned for
volume: <waves per period>
quality gate: no movement is reported as a result without the
statistician's verdict that it is larger than the noise
```
Take it somewhere
Use this process in CrewAI Flows
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
436 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable CrewAI Flow:
one Python file with a Pydantic state model, one Flow subclass, @start,
@listen, @router and a durable human feedback provider.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://docs.crewai.com/en/concepts/flows
Flow, @start, @listen, @router, and_, or_, state, kickoff, plot
https://docs.crewai.com/en/learn/human-feedback-in-flows
@human_feedback, the provider protocol, from_pending and resume
https://docs.crewai.com/en/guides/flows/mastering-flow-state
@persist and what persistence actually promises, which is less than it sounds
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN CREWAI FLOWS
11. Build a Flow, not a Crew. A Crew is a team of roles with no graph, no join,
no persistence handle and no gate, and cannot express this document at all.
Each phase is one method on a single `Flow` subclass, keeping its name with
hyphens turned into underscores. A phase that genuinely needs role-based agents
builds its own Crew inside its own method body, and the Flow stays the graph.
12. Declare the state as a Pydantic model bound as the type parameter,
`class NegotiateTheAgreement(Flow[NegotiationState])`, and read and write
`self.state.field`. Never use the untyped dict form: the handoff keys are this
process's memory, and an untyped dict turns a misspelt key into a handoff that
is silently absent. Keep the auto-injected `id` field, which is what every
resume depends on.
13. `after: a` is `@listen(a)`. `after: a + b` is `@listen(and_(a, b))`. Never
write `or_` where the document writes `+`.
14. Check every inbound handoff at the top of the method and raise if one is
missing. `@listen` says when a method may run and says nothing about what is
in hand when it does.
15. The join is the trap, and it is proven rather than theoretical. `and_()`
empties its accumulator the moment it fires, so re-entering BOTH arms works
forever, and re-entering ONE arm after it has fired leaves it holding a single
trigger and waiting for the other for good. The cascade drains, CrewAI prints
that the flow completed, and `kickoff()` returns normally. So for any joining
phase that a deviation can send work back into, do not use `and_()` at all:
make the join a `@router` that both arms trigger, which reads the state fields
and emits its label only when every inbound handoff is present. A router is
re-evaluated against durable state every time and is never suppressed by the
once-fired set.
16. Do not write a phase as `@listen(or_(and_(a, b), "some_label"))`. There is
one accumulator per listener, shared across every branch of its condition and
wiped when any branch satisfies, so the label firing while the join is half
full erases the arm that had already arrived.
17. `automation: never` is `@human_feedback(message=..., provider=...)` stacked
under the method's `@listen`, with a provider whose `request_feedback` raises
`HumanFeedbackPending`. The run then persists, returns that object from
`kickoff()`, and a different process answers later with `from_pending(flow_id,
persistence)` and `resume(text)`. Do not take the default `ConsoleProvider`,
which calls `input()`: that gate exists only while somebody is watching a
terminal, and a run started by a scheduler either hangs or takes an empty
string.
18. Silence must not approve, and the platform's default is that it does. With
`emit=[...]` set, an empty resume collapses to `default_outcome`, or to the
first label when that is unset, with no model consulted and nobody named. Treat
an empty or unrecognised answer as a refusal in your own router. And write the
approver's name and the time onto the state yourself, because
`HumanFeedbackResult` carries the text, the outcome and a timestamp but has no
field for the person, which the specification requires.
19. Each line under `deviations:` is a `@router` named after the key, returning
a label named after the same key, with the target subscribing as
`@listen(or_(normal_trigger, "the_label"))`. Route rather than listen
directly, because a router is re-evaluated on every cycle while a top-level
`or_` listener is suppressed after it first fires.
20. An exception edge is a `try` and `except` around the failing phase's body,
recording the failure on the state and emitting an exception label from a
router. Wiring it as `@listen(or_(x, y))` fires when those phases SUCCEED, so
the clearing phase would run on every healthy run.
21. An unimplemented phase is a method with the document's own sentence as its
docstring and a bare `pass`, which is safe because listeners still fire on a
`None` return. An unimplemented `@router` is not safe: returning `None` emits
no label, every phase below it disappears from the run including the gates, and
the flow reports success. A stub router must return a hard-coded label with a
TODO beside it, or raise.
22. Turn persistence on with `@persist(SQLiteFlowPersistence(...))`, then treat
every phase that performs a real act as something that will run twice.
Persistence saves the state fields and nothing else, so a restart rehydrates
the data and runs the graph again from `@start`: a flow that had already sent a
written refusal sends a second one. Guard each acting phase with a state field
it checks and sets.
23. There are no timers, no deadlines and no cadences, and `run-scoped:` has no
counterpart at all. Put each `by:` value as a named constant, name the
run-scoped lines in the module docstring as unimplemented obligations, and say
in the fidelity note that no deadline in this document is enforced by anything.
These absences produce no diagnostic whatsoever, which is exactly why they have
to be written down.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: measure brand health id: <team>/brand-health v1
from: ref/mkt/brand-health v1
owner: <who> effective: <date>
trigger: a tracking cycle comes round on <your tracker's schedule>
watch: record=<tracking cycle>
system=<your tracker's schedule>
change=<a cycle comes round>
concurrency: one wave at a time in the same market. Waves in different
markets overlap - <how many> in the field at once
goal: awareness, perception and preference read among people outside
the organization, set beside the promise the brand makes and
beside the earlier waves, and reported on the date they are due
phases:
open-the-cycle - human: the dates of the wave, the markets it
covers, and the waves it has to stay comparable to
owner: study-manager after: trigger
automation: <level>
read-the-promise - human: the brand standard at the version in force,
and the claims the promise makes
owner: standards-keeper after: open-the-cycle
automation: <level>
settle-measures - convenes decide-and-announce: what this wave
measures - awareness, perception, preference, and
the attributes the promise claims
owner: decision-coordinator
after: read-the-promise automation: <level>
competitor-set - human: the rivals asked about beside the brand,
and the reason each one is in the set
owner: study-manager after: settle-measures
automation: <level>
brief-the-wave - convenes briefing: what the wave measures, the
competitor set and the dates, heard by every agent
at once
owner: study-manager after: competitor-set
automation: <level>
size-the-sample - human: how many responses the wave needs in each
market and each segment it reports on, and what
that number was computed from
owner: statistician after: brief-the-wave
by: <days> automation: <level>
define-sample - human: who gets asked, how many of them, and how
the drawn sample matches <your market> on the
traits the findings are broken down by
owner: study-manager after: size-the-sample
by: <days> automation: <level>
check-consent - runs assessment: the drawn sample scored against
the consent rules in force, contact by contact
owner: consent-manager after: define-sample
automation: <level>
outside-sample - runs collect-and-report: the same requirements put
to every provider that can supply the people the
contact base does not reach, which for a reading
of the whole market is most of them
owner: supplier-manager after: define-sample
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the panel and the
incentives, drawn against <which allocation>
owner: budget-keeper after: outside-sample
automation: <level>
carry-questions - human: last wave's questions at the version they
ran under, kept word for word, with every change
written down and its reason beside it
owner: study-manager after: brief-the-wave
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the brand owner sign,
as named signers, against a version of the sample
and a version of the questions
owner: <your legal role>
after: check-consent + cover-the-cost +
carry-questions
by: <days> automation: never
field-the-wave - human: the invitations go out and the responses
land as they were given
owner: study-manager after: get-sign-offs
by: <days> automation: <level>
watch-sample - runs roll-call: how many have answered in each
market and each segment, and where the sample is
filling more slowly than the wave allowed for
owner: study-manager after: field-the-wave
every: <cadence> automation: <level>
close-the-wave - human: asking stops on the date or on the count,
and the responses are fixed at a version
owner: study-manager after: watch-sample
automation: <level>
work-out-figures - human: the weighting that brings the sample back
to <your market>, and each figure with its method,
its exclusions and the range around it
owner: statistician after: close-the-wave
by: <days> automation: <level>
compare-waves - human: this wave beside the earlier ones, with a
verdict on every movement saying whether it is
larger than the noise in the measurement
owner: statistician after: work-out-figures
by: <days> automation: <level>
read-published - runs collect-and-report: what outlets, analysts,
research firms and review sites published about
the brand and the category during the cycle
owner: coverage-monitor after: brief-the-wave
every: <cadence> automation: <level>
perception-gap - human: each attribute the wave measured set beside
the claim the promise makes about it, naming where
what people believe misses what the brand claims
owner: study-manager
after: compare-waves + read-published
by: <days> automation: <level>
write-findings - human: what the wave found, each finding with the
responses recorded under it
owner: study-manager after: perception-gap
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside it
owner: statistician after: write-findings
by: <days> automation: <level>
report-the-wave - runs collect-and-report: awareness, perception and
preference on their date, complete or not, with
the evidence under every line and the version of
the promise the figures were read against
owner: study-manager after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: report-the-wave
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-wave until: report-the-wave
handoffs:
open-the-cycle -> read-the-promise [wave-dates]: the dates of the
wave and the earlier waves this one has to stay comparable to
read-the-promise -> settle-measures [brand-promise]: the brand
standard at the version in force, and the claims the promise makes
settle-measures -> competitor-set [wave-measures]: what the wave
measures, and the attributes it puts to people
competitor-set -> brief-the-wave [rivals]: the rivals asked about
beside the brand, and the reason each one is in the set
brief-the-wave -> size-the-sample [movement-threshold]: the
measures, the size of the movement that would matter to a
decision, and the confidence the wave is being run to
brief-the-wave -> carry-questions [earlier-questions]: the measures
as every agent heard them, and the earlier questions at the
versions they ran under
brief-the-wave -> read-published [watch-list]: what to watch for
during the cycle
size-the-sample -> define-sample [response-counts]: how many
responses the wave needs in each market and each segment, and what
that was computed from
define-sample -> check-consent [drawn-sample]: the drawn sample,
contact by contact, with the source each contact came from
define-sample -> outside-sample [sample-shortfall]: the people the
contact base cannot supply, and what the wave needs them to be
check-consent -> get-sign-offs [contactable-sample]: the sample that
may be contacted, the count removed, and the rule behind each
removal
outside-sample -> cover-the-cost [provider-quotes]: what each
provider would charge for the sample, and what it would deliver
cover-the-cost -> get-sign-offs [wave-cost]: what the wave will
draw, and the allocation it draws against
carry-questions -> get-sign-offs [wave-questions]: the questions at
a version, every change from the last wave marked, and the reason
for each change
get-sign-offs -> field-the-wave [signed-wave]: the approved sample
and the approved questions at their signed versions. A later
change voids the approval and sign-offs run again
field-the-wave -> watch-sample [responses]: the responses as they
arrive, each marked with the version of the questions it answered
watch-sample -> close-the-wave [fill-counts]: the count answered set
against the count the wave planned for, market by market
close-the-wave -> work-out-figures [fixed-responses]: the responses
fixed at a version, with every response that was removed and the
rule that removed it
work-out-figures -> compare-waves [wave-figures]: every figure with
its method, its weighting, its exclusions and the range around it
compare-waves -> perception-gap [movement-verdicts]: each measure
beside its earlier readings, with a verdict on every movement
read-published -> perception-gap [published-mentions]: what was
published during the cycle, each mention with its outlet, its date
and what it said
perception-gap -> write-findings [promise-gaps]: each attribute set
beside the claim the promise makes about it, and the version of
the promise it was read against
write-findings -> check-findings [draft-findings]: the findings at a
version, each with the responses recorded under it
check-findings -> report-the-wave [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
report-the-wave -> record-learnings [wave-report]: the report, as
delivered
deviations:
check-consent -> define-sample [too-few-contactable]: the consent
check removes most of the drawn sample, so the sample is drawn
again or the wave buys the people it cannot reach
carry-questions -> settle-measures [wording-must-change]: a tracked
question has to be reworded, so what the wave measures is settled
again and <who> agrees the change before it is made
get-sign-offs -> carry-questions [sign-off-changes-questions]: a
signer asks for changes to the questions, so only what they named
is carried forward again
watch-sample -> field-the-wave [sample-filling-slowly]: fewer have
answered than the wave allowed for, so fielding continues in the
markets that are short
work-out-figures -> field-the-wave [sample-fell-short]: the wave
closed short of what it needed, so it fields again, reports with
the shortfall named against every finding, or is dropped
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data and the method beside it, so the
finding is written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for legal, finance, the brand owner
and leadership>
systems: the study record (write), the questions and material
(write), the response record (write), the calculation record
(write), the survey and interview system (trigger),
the contact database (read), the consent record (read),
the sending system (write), the standards store (read),
the coverage record (write), the supplier record (write),
the budget record (write), the report store (write),
the meeting calendar (write)
data: brand guidelines <version> - the promise and the attributes
it claims, <your consent rules> <version>, the earlier waves
at the versions they ran under, the terms attached to every
sample bought from outside
policy:
every figure reported here comes from people outside the
organization. A number from the department's own systems is never
reported as a perception figure
nobody is asked anything until the sample and the questions have been
signed
sign-off is a human gate and is never delegated to an agent
a tracked question is reworded only when <who> agrees, and the wave
that reworded it reports the old wording and the new one
the competitor set changes only when <who> agrees, and a wave that
changed it says so against every share it reports
a movement inside the noise is reported as no movement
every finding carries the responses it rests on, and a finding
resting on fewer responses than the wave needed says so
every figure carries its method, its weighting, its exclusions and
the range around it
responses are kept as they were given, and a response left out of a
count is left out under a named rule
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the cycle opening to the reported findings
comparability: <share> of tracked questions carried forward with
their wording unchanged
completion: <share> of the drawn sample that fills to the count the
wave planned for
volume: <waves per period>
quality gate: no movement is reported as a result without the
statistician's verdict that it is larger than the noise
```
Take it somewhere
Use this process in Google ADK
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
427 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Google ADK workflow:
one Python file with a Workflow, nodes, routed edges, a JoinNode,
RequestInput gates and a persisting session service.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://adk.dev/graphs/routes/
nodes, tuple chains, Event(route=), JoinNode, back-edges
https://adk.dev/graphs/human-input/
RequestInput and the rerun_on_resume handoff
https://adk.dev/runtime/resume/
ResumabilityConfig, resuming by invocation id, at-least-once tools
https://adk.dev/graphs/data-handling/
Event.output against state, and the selector syntax in instructions
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN GOOGLE ADK
11. Build a `Workflow` from `google.adk.workflow`, and pin `google-adk>=2.0` in
a comment. Do not use `SequentialAgent`, `ParallelAgent` or `LoopAgent`: they
are deprecated in favour of the graph, and they carry their own defects around
state and control flow. The documentation moved to adk.dev, and anything you
remember about nesting agents rather than drawing a graph is out of date.
12. Each phase is one node keeping its name. Take the node kind from how the
phase resolves rather than from taste: a `human:` or `system:` phase is a plain
Python function node, and a `runs` or `convenes` phase is an `Agent`.
13. `after:` gives the edges, written as tuple chains in `edges=[...]`, and the
trigger is the `"START"` keyword. Take the order only from `after:` lines and
never from the order the phases are listed in.
14. `after: a + b` is a `JoinNode`, and it must be guarded, because this is the
worst trap of any runtime here. The join fires when every static predecessor is
marked COMPLETED, nothing ever un-completes a node, and stored outputs are
never cleared. So after a deviation re-runs one arm, the join fires the instant
that arm finishes and hands the next phase LAST PASS'S value for every arm that
did not re-run. It does not stall, it proceeds with stale data, and nothing
logs. Stamp each arm's output with a pass counter or a content hash, and have
the phase after the join compare the stamps and refuse to run when they
disagree.
15. Each line under `deviations:` is a routed back-edge: a router after the
phase on the left returning `Event(route=...)`, named after the key in
brackets, with one arm going back to the phase on the right and one going
forward. An unconditional cycle raises at construction, which is the one place
this model checks your work. Nothing budgets a routed cycle, so add your own
count and stop rather than looping forever.
16. Give every router an explicit `DEFAULT_ROUTE` arm, and route it to a phase
that stops and asks a person. A route value matching no key writes a log
warning, ends that branch, and lets the run finish reporting success with the
rest of the process never having happened.
17. `automation: never` is a `RequestInput` node of its own, never an `Agent`
asking a question. Decorate it `@node(rerun_on_resume=False)` and yield
`RequestInput(message=..., payload=..., response_schema=...)`, so the run
stops, persists, and delivers the person's answer to the node's successor as
its typed input. A resumed workflow runs its tools at least once, so any
irreversible act needs its own duplicate guard.
18. Make the gates durable or say plainly that they are not. Wrap the graph in
`App(..., resumability_config=ResumabilityConfig(is_resumable=True))` and pass
a persisting session service, never the in-memory one. Note in the file that
the command line and the web UI cannot resume a run, so whoever releases these
gates needs an operator surface that somebody has to write.
19. Every `Agent` in the graph gets `mode="single_turn"` and no `sub_agents`.
A non-empty `sub_agents` list silently adds a transfer tool, and a model that
uses it runs a different agent in this node's place while the graph's outgoing
edge fires on schedule regardless: the topology is honoured perfectly and the
work belongs to somebody else.
20. Model failure as a route, not as an exception. A node that raises does not
propagate: the failure is caught, recorded, and shuts the workflow down without
raising to the caller. So a phase that can fail catches its own failure and
returns `Event(route="could-not-finish")`, and the exception phase hangs off
that arm.
21. Keep every blank as a named module-level constant and never interpolate one
into an `instruction=` string. Angle brackets and curly braces are ADK's own
data selector syntax inside instructions, so a blank pasted verbatim stops
being a blank and becomes a selector.
22. `by:` and `not-before:` have no expression, and `@node(timeout=)` is not
one: it is an in-process wall clock that cancels the node and, because failures
are swallowed, ends the run silently rather than recording a missed deadline.
Nothing in `run-scoped:` has an expression either, and it must not be faked as
an ordinary node, because a node has to be reached and has to finish before
anything downstream starts, which is the opposite of what those lines mean.
Leave both out of the graph and name them in the fidelity note.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: measure brand health id: <team>/brand-health v1
from: ref/mkt/brand-health v1
owner: <who> effective: <date>
trigger: a tracking cycle comes round on <your tracker's schedule>
watch: record=<tracking cycle>
system=<your tracker's schedule>
change=<a cycle comes round>
concurrency: one wave at a time in the same market. Waves in different
markets overlap - <how many> in the field at once
goal: awareness, perception and preference read among people outside
the organization, set beside the promise the brand makes and
beside the earlier waves, and reported on the date they are due
phases:
open-the-cycle - human: the dates of the wave, the markets it
covers, and the waves it has to stay comparable to
owner: study-manager after: trigger
automation: <level>
read-the-promise - human: the brand standard at the version in force,
and the claims the promise makes
owner: standards-keeper after: open-the-cycle
automation: <level>
settle-measures - convenes decide-and-announce: what this wave
measures - awareness, perception, preference, and
the attributes the promise claims
owner: decision-coordinator
after: read-the-promise automation: <level>
competitor-set - human: the rivals asked about beside the brand,
and the reason each one is in the set
owner: study-manager after: settle-measures
automation: <level>
brief-the-wave - convenes briefing: what the wave measures, the
competitor set and the dates, heard by every agent
at once
owner: study-manager after: competitor-set
automation: <level>
size-the-sample - human: how many responses the wave needs in each
market and each segment it reports on, and what
that number was computed from
owner: statistician after: brief-the-wave
by: <days> automation: <level>
define-sample - human: who gets asked, how many of them, and how
the drawn sample matches <your market> on the
traits the findings are broken down by
owner: study-manager after: size-the-sample
by: <days> automation: <level>
check-consent - runs assessment: the drawn sample scored against
the consent rules in force, contact by contact
owner: consent-manager after: define-sample
automation: <level>
outside-sample - runs collect-and-report: the same requirements put
to every provider that can supply the people the
contact base does not reach, which for a reading
of the whole market is most of them
owner: supplier-manager after: define-sample
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the panel and the
incentives, drawn against <which allocation>
owner: budget-keeper after: outside-sample
automation: <level>
carry-questions - human: last wave's questions at the version they
ran under, kept word for word, with every change
written down and its reason beside it
owner: study-manager after: brief-the-wave
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the brand owner sign,
as named signers, against a version of the sample
and a version of the questions
owner: <your legal role>
after: check-consent + cover-the-cost +
carry-questions
by: <days> automation: never
field-the-wave - human: the invitations go out and the responses
land as they were given
owner: study-manager after: get-sign-offs
by: <days> automation: <level>
watch-sample - runs roll-call: how many have answered in each
market and each segment, and where the sample is
filling more slowly than the wave allowed for
owner: study-manager after: field-the-wave
every: <cadence> automation: <level>
close-the-wave - human: asking stops on the date or on the count,
and the responses are fixed at a version
owner: study-manager after: watch-sample
automation: <level>
work-out-figures - human: the weighting that brings the sample back
to <your market>, and each figure with its method,
its exclusions and the range around it
owner: statistician after: close-the-wave
by: <days> automation: <level>
compare-waves - human: this wave beside the earlier ones, with a
verdict on every movement saying whether it is
larger than the noise in the measurement
owner: statistician after: work-out-figures
by: <days> automation: <level>
read-published - runs collect-and-report: what outlets, analysts,
research firms and review sites published about
the brand and the category during the cycle
owner: coverage-monitor after: brief-the-wave
every: <cadence> automation: <level>
perception-gap - human: each attribute the wave measured set beside
the claim the promise makes about it, naming where
what people believe misses what the brand claims
owner: study-manager
after: compare-waves + read-published
by: <days> automation: <level>
write-findings - human: what the wave found, each finding with the
responses recorded under it
owner: study-manager after: perception-gap
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside it
owner: statistician after: write-findings
by: <days> automation: <level>
report-the-wave - runs collect-and-report: awareness, perception and
preference on their date, complete or not, with
the evidence under every line and the version of
the promise the figures were read against
owner: study-manager after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: report-the-wave
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-wave until: report-the-wave
handoffs:
open-the-cycle -> read-the-promise [wave-dates]: the dates of the
wave and the earlier waves this one has to stay comparable to
read-the-promise -> settle-measures [brand-promise]: the brand
standard at the version in force, and the claims the promise makes
settle-measures -> competitor-set [wave-measures]: what the wave
measures, and the attributes it puts to people
competitor-set -> brief-the-wave [rivals]: the rivals asked about
beside the brand, and the reason each one is in the set
brief-the-wave -> size-the-sample [movement-threshold]: the
measures, the size of the movement that would matter to a
decision, and the confidence the wave is being run to
brief-the-wave -> carry-questions [earlier-questions]: the measures
as every agent heard them, and the earlier questions at the
versions they ran under
brief-the-wave -> read-published [watch-list]: what to watch for
during the cycle
size-the-sample -> define-sample [response-counts]: how many
responses the wave needs in each market and each segment, and what
that was computed from
define-sample -> check-consent [drawn-sample]: the drawn sample,
contact by contact, with the source each contact came from
define-sample -> outside-sample [sample-shortfall]: the people the
contact base cannot supply, and what the wave needs them to be
check-consent -> get-sign-offs [contactable-sample]: the sample that
may be contacted, the count removed, and the rule behind each
removal
outside-sample -> cover-the-cost [provider-quotes]: what each
provider would charge for the sample, and what it would deliver
cover-the-cost -> get-sign-offs [wave-cost]: what the wave will
draw, and the allocation it draws against
carry-questions -> get-sign-offs [wave-questions]: the questions at
a version, every change from the last wave marked, and the reason
for each change
get-sign-offs -> field-the-wave [signed-wave]: the approved sample
and the approved questions at their signed versions. A later
change voids the approval and sign-offs run again
field-the-wave -> watch-sample [responses]: the responses as they
arrive, each marked with the version of the questions it answered
watch-sample -> close-the-wave [fill-counts]: the count answered set
against the count the wave planned for, market by market
close-the-wave -> work-out-figures [fixed-responses]: the responses
fixed at a version, with every response that was removed and the
rule that removed it
work-out-figures -> compare-waves [wave-figures]: every figure with
its method, its weighting, its exclusions and the range around it
compare-waves -> perception-gap [movement-verdicts]: each measure
beside its earlier readings, with a verdict on every movement
read-published -> perception-gap [published-mentions]: what was
published during the cycle, each mention with its outlet, its date
and what it said
perception-gap -> write-findings [promise-gaps]: each attribute set
beside the claim the promise makes about it, and the version of
the promise it was read against
write-findings -> check-findings [draft-findings]: the findings at a
version, each with the responses recorded under it
check-findings -> report-the-wave [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
report-the-wave -> record-learnings [wave-report]: the report, as
delivered
deviations:
check-consent -> define-sample [too-few-contactable]: the consent
check removes most of the drawn sample, so the sample is drawn
again or the wave buys the people it cannot reach
carry-questions -> settle-measures [wording-must-change]: a tracked
question has to be reworded, so what the wave measures is settled
again and <who> agrees the change before it is made
get-sign-offs -> carry-questions [sign-off-changes-questions]: a
signer asks for changes to the questions, so only what they named
is carried forward again
watch-sample -> field-the-wave [sample-filling-slowly]: fewer have
answered than the wave allowed for, so fielding continues in the
markets that are short
work-out-figures -> field-the-wave [sample-fell-short]: the wave
closed short of what it needed, so it fields again, reports with
the shortfall named against every finding, or is dropped
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data and the method beside it, so the
finding is written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for legal, finance, the brand owner
and leadership>
systems: the study record (write), the questions and material
(write), the response record (write), the calculation record
(write), the survey and interview system (trigger),
the contact database (read), the consent record (read),
the sending system (write), the standards store (read),
the coverage record (write), the supplier record (write),
the budget record (write), the report store (write),
the meeting calendar (write)
data: brand guidelines <version> - the promise and the attributes
it claims, <your consent rules> <version>, the earlier waves
at the versions they ran under, the terms attached to every
sample bought from outside
policy:
every figure reported here comes from people outside the
organization. A number from the department's own systems is never
reported as a perception figure
nobody is asked anything until the sample and the questions have been
signed
sign-off is a human gate and is never delegated to an agent
a tracked question is reworded only when <who> agrees, and the wave
that reworded it reports the old wording and the new one
the competitor set changes only when <who> agrees, and a wave that
changed it says so against every share it reports
a movement inside the noise is reported as no movement
every finding carries the responses it rests on, and a finding
resting on fewer responses than the wave needed says so
every figure carries its method, its weighting, its exclusions and
the range around it
responses are kept as they were given, and a response left out of a
count is left out under a named rule
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the cycle opening to the reported findings
comparability: <share> of tracked questions carried forward with
their wording unchanged
completion: <share> of the drawn sample that fills to the count the
wave planned for
volume: <waves per period>
quality gate: no movement is reported as a result without the
statistician's verdict that it is larger than the noise
```
One run
A simulation of one run
The activities are on the left, whoever is doing the active one is on the right, and the record of the run builds up as it goes.
This run is built from the same rows as the diagram above: the left column is the activity list, the captions are the activity lines, the cast is the roster, and the labels on the wires are what the handoffs say actually passes.
Adoption
What you fill in
59 blanks to fill. Everything else is the process.
this process
from: ref/mkt/brand-health v1
Copy this line into your own document. It never claims this process is running anywhere; it records which draft yours started from, and it is what lets the catalog tell you when this one changes.
The header. Your own id, an owner, and the date it takes effect. One line records where it came from, and that line is what lets the catalog tell you when this reference process changes.
The roster. Which agent takes each activity, and which person takes each of the human ones. The process already names what it needs, so this is a lookup rather than a design exercise.
The numbers. Dates, budgets, cadences, and the targets in the measures block. Nothing here can be a reference value, because a target nobody chose is a target nobody meets.