Catalog / Business processes / Marketing / Promise-to-Perception / Roll Out Brand Refresh
reference process · marketing · 26 activities · 27 on the roster
Roll Out Brand Refresh
An identity has been approved, and everything the organization has already published still carries the old one. A standards keeper issues the new identity as a numbered version and tells every process that reads a standard which version now applies. A content librarian builds the list of what is out there, covering the pages, the templates, the assets and the sending system, and a supplier manager adds what is registered with outside parties: the domains, the handles, the listings and the marks. Every surface on that list gets one of four answers: it is remade, something else replaces it, it is retired, or it stays as it is under the version it was made under. The templates are rebuilt before anything else, because most of the remaining work is made from them. A study manager reads what people recognize before the switch, so the reading taken afterwards has something to be set against. The properties change over on one date and the announcement goes out, and the run then sweeps for what the inventory missed. The old logo files and templates are taken out of the asset store at the end, so nobody puts the old logo on something new six months later.
The walk
The document
One run
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The activities
What happens in a run
26 activities from a new identity is approved to every surface is transitioned or recorded as left, 3 of them gates a person has to sign. Drag the diagram to move along it.
Roll Out Brand Refresh a new identity is approved → every surface is transitioned or recorded as left
the plan does not fit the period the mark is already held changes requested changes requested the colors fail the contrast rule failures to fix the inventory missed a surface still on the old identity a new identity is approved 1 Take in the Approved Iden… what the new identity changes and what it covers 2 Issue the Identity at a V… the guidelines become a numbered version 3 Tell the Processes that R… every reader gets the version and what changed 4 Read What People Recogniz… the reading taken before anything moves 5 Find Everything on the Ol… pages, templates, assets and sends, from what is live 6 Find What Is Registered O… domains, handles, listings and marks held elsewhere 7 Score What Is Live agains… every surface read against the version now in force 8 Decide What Happens to Ea… remake, replace, retire, or leave under the old one 9 Check What the Department… what the transition needs and what it displaces 10 Set the Switch Date and t… the day it goes public, and what changes before it a person signs · never an agent 11 Brief the Agents that Rem… every agent hears the same account of what changes 12 Rebuild the Templates page, email and document templates, remade first 13 Remake the Assets logos, images and video at every size in use 14 Rewrite What the Words Say names, boilerplate and descriptions that changed 15 Register the Names and th… domains, handles and marks secured before the day a person signs · never an agent 16 Get Sign-Offs brand, legal and rights approve the remade material a person signs · never an agent 17 Check the Remade Material contrast, alt text, headings, links and addresses 18 Stage the Changes the changes built and previewed, still not serving 19 Switch the Properties the site and the sending system change over 20 Change the Profiles Held … the profiles, listings and pages other people serve 21 Say It in Public the announcement goes out on the switch date 22 Sweep for What Was Missed what still carries the old identity, inside and out 23 Retire the Old Identity the old files leave the store and the version closes 24 Read What People Recogniz… the same study run again, beside the baseline 25 Report the Transition what changed, what it cost, and what it moved 26 Record What Was Learned what to repeat, what to avoid every surface is transitioned or recorded as left
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: brand refresh id: <team> /brand-refresh v1
from: ref/mkt/brand-refresh v1
owner: <who> effective: <date>
trigger: a new identity is approved by <who> , at the version they
approved
watch: record=<the new identity> system=<where it is approved>
change=<an identity is approved at a version>
concurrency: one run at a time - two transitions at once leave nobody
able to say which identity is current
goal: every surface, asset, template and registration carrying the new
identity at its issued version, or recorded as staying on the
old identity with the reason it was left
phases:
take-in-identity - human: what the new identity changes, what it
covers, and what it leaves alone
owner: standards-keeper
after: trigger
automation: <level>
issue-version - human: the approved identity becomes a numbered
version of the brand guidelines
owner: standards-keeper
after: take-in-identity
automation: <level>
tell-the-readers - runs decide-and-announce: every process that
reads the standard hears what changed and from
when
owner: standards-keeper
after: issue-version
by: <days> automation: <level>
read-baseline - human: what people recognize and what they say
the organization stands for, read before the
switch so the later reading has a comparison
owner: study-manager
after: take-in-identity
by: <weeks> automation: <level>
build-inventory - runs collect-and-report: every page, template,
asset and standing send, built from what is
actually live rather than from a list
owner: content-librarian
after: issue-version
by: <days> automation: <level>
find-registrations - runs collect-and-report: the domains, handles,
listings, memberships and marks the
organization holds with outside parties
owner: supplier-manager
after: issue-version
by: <days> automation: <level>
score-surfaces - runs assessment: every surface on the inventory
scored against the version now in force
owner: brand-check
after: build-inventory
by: <days> automation: <level>
decide-surfaces - convenes decide-and-announce: each surface gets
one of remake, replace, retire, or leave under
the version it was made under
owner: content-librarian
after: score-surfaces + find-registrations
automation: <level>
check-capacity - human: the agents the transition needs, the
weeks it takes, the money it draws, and the
committed work it would displace
owner: capacity-manager
after: decide-surfaces
by: <days> automation: <level>
set-switch-date - convenes decide-and-announce: the day the
identity goes public, which surfaces change
before it, and which change after
owner: decision-coordinator
after: check-capacity
by: <date> automation: never
brief-the-work - convenes briefing: what each surface needs and
when it is due, heard by every agent at once
owner: content-librarian
after: set-switch-date
automation: <level>
rebuild-templates - runs build-by-talent: the page templates, the
email templates and the document templates,
rebuilt before anything made from them
owner: creative-producer
after: brief-the-work
by: <days> automation: <level>
remake-assets - runs build-by-talent: the logos, the images and
the video, at every size already in use
owner: creative-producer
after: rebuild-templates
by: <weeks> automation: <level>
rewrite-words - human: the names, the boilerplate and the
descriptions the new identity changed
owner: copywriter
after: rebuild-templates
by: <weeks> automation: <level>
register-marks - human: the domains, handles and marks the new
identity needs, searched and registered before
anything goes out on them
owner: supplier-manager
after: set-switch-date
by: <weeks> automation: never
get-sign-offs - convenes approval: brand, legal and rights
sign, as named signers, against a version of
the templates and the remade material
owner: <your legal role>
after: rebuild-templates + remake-assets +
rewrite-words
by: <days> automation: never
check-material - runs assessment: contrast, alt text, heading
order, links and addresses, against the
accessibility standard at its version
owner: accessibility-check
after: get-sign-offs
by: <days> automation: <level>
stage-changes - human: the approved templates and material
built into the properties as drafts, with
previews, still not serving
owner: web-producer
after: check-material
by: <days> automation: <level>
switch-properties - human: the named owner says go and the site,
the templates and the sending system change
over in the order that was set
owner: web-producer
after: stage-changes + register-marks
automation: <level>
change-profiles - human: the profiles, listings and partner pages
the organization does not serve itself
owner: supplier-manager
after: switch-properties
by: <days> automation: <level>
announce - human: the announcement goes out once the
properties already show the new identity
owner: comms-manager
after: switch-properties
automation: <level>
sweep - runs assessment: what still carries the old
identity, on the organization's own surfaces
and on other people's
owner: brand-check
after: change-profiles + announce
by: <weeks> automation: <level>
retire-old - human: the old files come out of the asset
store, and the version they belong to is marked
as no longer current and left readable
owner: standards-keeper
after: sweep
by: <days> automation: <level>
read-again - runs collect-and-report: the same study, worded
the same way, set beside the baseline
owner: study-manager
after: retire-old + read-baseline
by: <weeks> automation: <level>
report-transition - runs collect-and-report: what changed, what was
left on the old identity, what it cost, and
what the numbers did
owner: content-librarian
after: retire-old + read-again
by: <weeks> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: standards-keeper
after: report-transition
automation: <level>
run-scoped:
status - runs roll-call owner: capacity-manager
every: <cadence>
from: brief-the-work until: sweep
spend - runs allocate-and-reconcile owner: budget-keeper
from: check-capacity until: run close
coverage - runs collect-and-report owner: coverage-monitor
every: <cadence>
from: announce until: run close
handoffs:
take-in-identity -> issue-version [approved-identity]: the identity
as it was approved, and what it changes in the standard now in
force
take-in-identity -> read-baseline [baseline-questions]: what the
study has to be able to say afterwards, so the questions are
written before the switch
issue-version -> tell-the-readers [issued-version]: the numbered
version, what changed in it, and the date it applies from
issue-version -> build-inventory / find-registrations [new-version]:
the version every surface is about to be read against
build-inventory -> score-surfaces [surface-inventory]: the inventory
at a version, with every surface carrying where it lives, who owns
it, and the date it last changed
find-registrations -> decide-surfaces [registrations]: every domain,
handle, listing and mark, with its owner, its renewal date, and
the notice a change needs
score-surfaces -> decide-surfaces [surface-scores]: a verdict per
surface against the new version, with the rule behind every
failure
decide-surfaces -> check-capacity [surface-decisions]: the surfaces
to remake, replace and retire, each with what it will take
check-capacity -> set-switch-date [transition-cost]: what the
transition needs, what room is left in the period, and what a date
would displace
set-switch-date -> brief-the-work [switch-date-and-order]: the
switch date, the surfaces that have to change before it, and the
order they change in
set-switch-date -> register-marks [names-to-register]: the names,
domains and handles the new identity needs, and the date they have
to be held by
brief-the-work -> rebuild-templates [template-brief]: what each
template has to become, as every agent heard it
rebuild-templates -> remake-assets / rewrite-words [templates]: the
templates at a version, with the sizes, the safe areas and the
character counts the material has to fit
remake-assets -> get-sign-offs [remade-assets]: the remade set at a
version, naming the old asset each piece replaces
rewrite-words -> get-sign-offs [rewritten-wording]: the changed
wording at a version, with the old wording beside it
get-sign-offs -> check-material [signed-material]: the approved
material at the signed version. A later change voids the approval
and sign-offs run again
check-material -> stage-changes [material-scores]: the scored list,
with the rule behind every failure and what it could not test
stage-changes -> switch-properties [staged-properties]: every
property built and previewed, with the order the switch fires in
register-marks -> switch-properties [held-names]: the names, domains
and marks the organization now holds, with the date each was
secured
switch-properties -> change-profiles / announce [what-went-live]:
what went live, at which version, at what time, and who said go
change-profiles -> sweep [changed-profiles]: every profile and
listing that changed, and every one that could not be changed with
the reason
sweep -> retire-old [old-identity-remainder]: what still carries the
old identity, where it is, and whether the organization can change
it
retire-old -> read-again [retirement-date]: the date the old version
stopped being current, so the reading afterwards knows what it is
measuring
read-baseline -> read-again [baseline-reading]: the questions at the
version they were asked at, and the responses behind the baseline
read-again -> report-transition [second-reading]: the second reading
beside the baseline, with the statistician saying whether the
difference is larger than the noise in the measurement
report-transition -> record-learnings [the-report]: the account of
the transition, as delivered
deviations:
check-capacity -> decide-surfaces [plan-does-not-fit]: the
transition does not fit the period, so the surfaces are decided
again against what the department can carry
register-marks -> take-in-identity [mark-already-held]: somebody
else holds the name, the handle or the mark, so the identity goes
back to the people who approved it
get-sign-offs -> remake-assets [asset-changes]: a signer comes back
with changes to the remade assets
get-sign-offs -> rewrite-words [wording-changes]: a signer comes
back with changes to the rewritten wording
check-material -> issue-version [colors-fail-contrast]: the new
colors fail the contrast rule, which no producing agent can fix,
so the question goes back to the standard
check-material -> remake-assets [material-failures]: the check finds
failures in the remade material, so the material is made again
sweep -> build-inventory [inventory-missed-a-surface]: the sweep
finds a surface the inventory never held, so the inventory is
built again at a new version
sweep -> remake-assets [still-on-old-identity]: a surface still
carries the old identity, so the material for it is made again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the brand owner, leadership,
legal and rights>
systems: the standards store (write), the content inventory (write),
the asset store (write), the CMS (write),
redirects and address settings (write),
the sending system (write),
the supplier and registration record (write),
the book of work (write), the budget record (write),
the study record (write), the response record (write),
the coverage record (write), the review record (write),
analytics platforms (read),
the notification channel (write)
data: brand guidelines <version> , <your claims register>
<version> , <your accessibility standard> <version> ,
the identity as it was approved,
the inventory at the version the transition was decided
from
policy:
every surface on the inventory gets a recorded answer, and a surface
left on the old identity carries the reason it was left
an issued version is never edited. A change goes out as a new
version, and the version it replaces stays readable
work signed under the old version is judged against that version
until <who> says otherwise
nothing publishes on a name, a domain or a mark the organization
does not hold
sign-off is a human gate and is never delegated to an agent
anything changed after sign-off goes back through sign-offs
every address a renamed page held keeps pointing at a page, and the
redirect is set before the old address stops serving
the old identity's files leave the asset store only after the
switch, and the versions that came down stay readable
a surface with a known accessibility failure goes live only when
<who> accepts the failure in writing, and the acceptance is
recorded
measures:
cycle time: <target> from the approved identity to the switch date
coverage: <share> of the surfaces on the inventory carrying the new
version <weeks> after the switch
remainder: the count of surfaces still on the old identity,
restated every <cadence> until <who> accepts the number
quality gate: nothing goes live unsigned, no address is left broken,
and nothing goes out on a name the organization does
not hold
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
426 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: brand refresh id: <team>/brand-refresh v1
from: ref/mkt/brand-refresh v1
owner: <who> effective: <date>
trigger: a new identity is approved by <who>, at the version they
approved
watch: record=<the new identity> system=<where it is approved>
change=<an identity is approved at a version>
concurrency: one run at a time - two transitions at once leave nobody
able to say which identity is current
goal: every surface, asset, template and registration carrying the new
identity at its issued version, or recorded as staying on the
old identity with the reason it was left
phases:
take-in-identity - human: what the new identity changes, what it
covers, and what it leaves alone
owner: standards-keeper
after: trigger
automation: <level>
issue-version - human: the approved identity becomes a numbered
version of the brand guidelines
owner: standards-keeper
after: take-in-identity
automation: <level>
tell-the-readers - runs decide-and-announce: every process that
reads the standard hears what changed and from
when
owner: standards-keeper
after: issue-version
by: <days> automation: <level>
read-baseline - human: what people recognize and what they say
the organization stands for, read before the
switch so the later reading has a comparison
owner: study-manager
after: take-in-identity
by: <weeks> automation: <level>
build-inventory - runs collect-and-report: every page, template,
asset and standing send, built from what is
actually live rather than from a list
owner: content-librarian
after: issue-version
by: <days> automation: <level>
find-registrations - runs collect-and-report: the domains, handles,
listings, memberships and marks the
organization holds with outside parties
owner: supplier-manager
after: issue-version
by: <days> automation: <level>
score-surfaces - runs assessment: every surface on the inventory
scored against the version now in force
owner: brand-check
after: build-inventory
by: <days> automation: <level>
decide-surfaces - convenes decide-and-announce: each surface gets
one of remake, replace, retire, or leave under
the version it was made under
owner: content-librarian
after: score-surfaces + find-registrations
automation: <level>
check-capacity - human: the agents the transition needs, the
weeks it takes, the money it draws, and the
committed work it would displace
owner: capacity-manager
after: decide-surfaces
by: <days> automation: <level>
set-switch-date - convenes decide-and-announce: the day the
identity goes public, which surfaces change
before it, and which change after
owner: decision-coordinator
after: check-capacity
by: <date> automation: never
brief-the-work - convenes briefing: what each surface needs and
when it is due, heard by every agent at once
owner: content-librarian
after: set-switch-date
automation: <level>
rebuild-templates - runs build-by-talent: the page templates, the
email templates and the document templates,
rebuilt before anything made from them
owner: creative-producer
after: brief-the-work
by: <days> automation: <level>
remake-assets - runs build-by-talent: the logos, the images and
the video, at every size already in use
owner: creative-producer
after: rebuild-templates
by: <weeks> automation: <level>
rewrite-words - human: the names, the boilerplate and the
descriptions the new identity changed
owner: copywriter
after: rebuild-templates
by: <weeks> automation: <level>
register-marks - human: the domains, handles and marks the new
identity needs, searched and registered before
anything goes out on them
owner: supplier-manager
after: set-switch-date
by: <weeks> automation: never
get-sign-offs - convenes approval: brand, legal and rights
sign, as named signers, against a version of
the templates and the remade material
owner: <your legal role>
after: rebuild-templates + remake-assets +
rewrite-words
by: <days> automation: never
check-material - runs assessment: contrast, alt text, heading
order, links and addresses, against the
accessibility standard at its version
owner: accessibility-check
after: get-sign-offs
by: <days> automation: <level>
stage-changes - human: the approved templates and material
built into the properties as drafts, with
previews, still not serving
owner: web-producer
after: check-material
by: <days> automation: <level>
switch-properties - human: the named owner says go and the site,
the templates and the sending system change
over in the order that was set
owner: web-producer
after: stage-changes + register-marks
automation: <level>
change-profiles - human: the profiles, listings and partner pages
the organization does not serve itself
owner: supplier-manager
after: switch-properties
by: <days> automation: <level>
announce - human: the announcement goes out once the
properties already show the new identity
owner: comms-manager
after: switch-properties
automation: <level>
sweep - runs assessment: what still carries the old
identity, on the organization's own surfaces
and on other people's
owner: brand-check
after: change-profiles + announce
by: <weeks> automation: <level>
retire-old - human: the old files come out of the asset
store, and the version they belong to is marked
as no longer current and left readable
owner: standards-keeper
after: sweep
by: <days> automation: <level>
read-again - runs collect-and-report: the same study, worded
the same way, set beside the baseline
owner: study-manager
after: retire-old + read-baseline
by: <weeks> automation: <level>
report-transition - runs collect-and-report: what changed, what was
left on the old identity, what it cost, and
what the numbers did
owner: content-librarian
after: retire-old + read-again
by: <weeks> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: standards-keeper
after: report-transition
automation: <level>
run-scoped:
status - runs roll-call owner: capacity-manager
every: <cadence>
from: brief-the-work until: sweep
spend - runs allocate-and-reconcile owner: budget-keeper
from: check-capacity until: run close
coverage - runs collect-and-report owner: coverage-monitor
every: <cadence>
from: announce until: run close
handoffs:
take-in-identity -> issue-version [approved-identity]: the identity
as it was approved, and what it changes in the standard now in
force
take-in-identity -> read-baseline [baseline-questions]: what the
study has to be able to say afterwards, so the questions are
written before the switch
issue-version -> tell-the-readers [issued-version]: the numbered
version, what changed in it, and the date it applies from
issue-version -> build-inventory / find-registrations [new-version]:
the version every surface is about to be read against
build-inventory -> score-surfaces [surface-inventory]: the inventory
at a version, with every surface carrying where it lives, who owns
it, and the date it last changed
find-registrations -> decide-surfaces [registrations]: every domain,
handle, listing and mark, with its owner, its renewal date, and
the notice a change needs
score-surfaces -> decide-surfaces [surface-scores]: a verdict per
surface against the new version, with the rule behind every
failure
decide-surfaces -> check-capacity [surface-decisions]: the surfaces
to remake, replace and retire, each with what it will take
check-capacity -> set-switch-date [transition-cost]: what the
transition needs, what room is left in the period, and what a date
would displace
set-switch-date -> brief-the-work [switch-date-and-order]: the
switch date, the surfaces that have to change before it, and the
order they change in
set-switch-date -> register-marks [names-to-register]: the names,
domains and handles the new identity needs, and the date they have
to be held by
brief-the-work -> rebuild-templates [template-brief]: what each
template has to become, as every agent heard it
rebuild-templates -> remake-assets / rewrite-words [templates]: the
templates at a version, with the sizes, the safe areas and the
character counts the material has to fit
remake-assets -> get-sign-offs [remade-assets]: the remade set at a
version, naming the old asset each piece replaces
rewrite-words -> get-sign-offs [rewritten-wording]: the changed
wording at a version, with the old wording beside it
get-sign-offs -> check-material [signed-material]: the approved
material at the signed version. A later change voids the approval
and sign-offs run again
check-material -> stage-changes [material-scores]: the scored list,
with the rule behind every failure and what it could not test
stage-changes -> switch-properties [staged-properties]: every
property built and previewed, with the order the switch fires in
register-marks -> switch-properties [held-names]: the names, domains
and marks the organization now holds, with the date each was
secured
switch-properties -> change-profiles / announce [what-went-live]:
what went live, at which version, at what time, and who said go
change-profiles -> sweep [changed-profiles]: every profile and
listing that changed, and every one that could not be changed with
the reason
sweep -> retire-old [old-identity-remainder]: what still carries the
old identity, where it is, and whether the organization can change
it
retire-old -> read-again [retirement-date]: the date the old version
stopped being current, so the reading afterwards knows what it is
measuring
read-baseline -> read-again [baseline-reading]: the questions at the
version they were asked at, and the responses behind the baseline
read-again -> report-transition [second-reading]: the second reading
beside the baseline, with the statistician saying whether the
difference is larger than the noise in the measurement
report-transition -> record-learnings [the-report]: the account of
the transition, as delivered
deviations:
check-capacity -> decide-surfaces [plan-does-not-fit]: the
transition does not fit the period, so the surfaces are decided
again against what the department can carry
register-marks -> take-in-identity [mark-already-held]: somebody
else holds the name, the handle or the mark, so the identity goes
back to the people who approved it
get-sign-offs -> remake-assets [asset-changes]: a signer comes back
with changes to the remade assets
get-sign-offs -> rewrite-words [wording-changes]: a signer comes
back with changes to the rewritten wording
check-material -> issue-version [colors-fail-contrast]: the new
colors fail the contrast rule, which no producing agent can fix,
so the question goes back to the standard
check-material -> remake-assets [material-failures]: the check finds
failures in the remade material, so the material is made again
sweep -> build-inventory [inventory-missed-a-surface]: the sweep
finds a surface the inventory never held, so the inventory is
built again at a new version
sweep -> remake-assets [still-on-old-identity]: a surface still
carries the old identity, so the material for it is made again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the brand owner, leadership,
legal and rights>
systems: the standards store (write), the content inventory (write),
the asset store (write), the CMS (write),
redirects and address settings (write),
the sending system (write),
the supplier and registration record (write),
the book of work (write), the budget record (write),
the study record (write), the response record (write),
the coverage record (write), the review record (write),
analytics platforms (read),
the notification channel (write)
data: brand guidelines <version>, <your claims register>
<version>, <your accessibility standard> <version>,
the identity as it was approved,
the inventory at the version the transition was decided
from
policy:
every surface on the inventory gets a recorded answer, and a surface
left on the old identity carries the reason it was left
an issued version is never edited. A change goes out as a new
version, and the version it replaces stays readable
work signed under the old version is judged against that version
until <who> says otherwise
nothing publishes on a name, a domain or a mark the organization
does not hold
sign-off is a human gate and is never delegated to an agent
anything changed after sign-off goes back through sign-offs
every address a renamed page held keeps pointing at a page, and the
redirect is set before the old address stops serving
the old identity's files leave the asset store only after the
switch, and the versions that came down stay readable
a surface with a known accessibility failure goes live only when
<who> accepts the failure in writing, and the acceptance is
recorded
measures:
cycle time: <target> from the approved identity to the switch date
coverage: <share> of the surfaces on the inventory carrying the new
version <weeks> after the switch
remainder: the count of surfaces still on the old identity,
restated every <cadence> until <who> accepts the number
quality gate: nothing goes live unsigned, no address is left broken,
and nothing goes out on a name the organization does
not hold
```
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
481 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: brand refresh id: <team>/brand-refresh v1
from: ref/mkt/brand-refresh v1
owner: <who> effective: <date>
trigger: a new identity is approved by <who>, at the version they
approved
watch: record=<the new identity> system=<where it is approved>
change=<an identity is approved at a version>
concurrency: one run at a time - two transitions at once leave nobody
able to say which identity is current
goal: every surface, asset, template and registration carrying the new
identity at its issued version, or recorded as staying on the
old identity with the reason it was left
phases:
take-in-identity - human: what the new identity changes, what it
covers, and what it leaves alone
owner: standards-keeper
after: trigger
automation: <level>
issue-version - human: the approved identity becomes a numbered
version of the brand guidelines
owner: standards-keeper
after: take-in-identity
automation: <level>
tell-the-readers - runs decide-and-announce: every process that
reads the standard hears what changed and from
when
owner: standards-keeper
after: issue-version
by: <days> automation: <level>
read-baseline - human: what people recognize and what they say
the organization stands for, read before the
switch so the later reading has a comparison
owner: study-manager
after: take-in-identity
by: <weeks> automation: <level>
build-inventory - runs collect-and-report: every page, template,
asset and standing send, built from what is
actually live rather than from a list
owner: content-librarian
after: issue-version
by: <days> automation: <level>
find-registrations - runs collect-and-report: the domains, handles,
listings, memberships and marks the
organization holds with outside parties
owner: supplier-manager
after: issue-version
by: <days> automation: <level>
score-surfaces - runs assessment: every surface on the inventory
scored against the version now in force
owner: brand-check
after: build-inventory
by: <days> automation: <level>
decide-surfaces - convenes decide-and-announce: each surface gets
one of remake, replace, retire, or leave under
the version it was made under
owner: content-librarian
after: score-surfaces + find-registrations
automation: <level>
check-capacity - human: the agents the transition needs, the
weeks it takes, the money it draws, and the
committed work it would displace
owner: capacity-manager
after: decide-surfaces
by: <days> automation: <level>
set-switch-date - convenes decide-and-announce: the day the
identity goes public, which surfaces change
before it, and which change after
owner: decision-coordinator
after: check-capacity
by: <date> automation: never
brief-the-work - convenes briefing: what each surface needs and
when it is due, heard by every agent at once
owner: content-librarian
after: set-switch-date
automation: <level>
rebuild-templates - runs build-by-talent: the page templates, the
email templates and the document templates,
rebuilt before anything made from them
owner: creative-producer
after: brief-the-work
by: <days> automation: <level>
remake-assets - runs build-by-talent: the logos, the images and
the video, at every size already in use
owner: creative-producer
after: rebuild-templates
by: <weeks> automation: <level>
rewrite-words - human: the names, the boilerplate and the
descriptions the new identity changed
owner: copywriter
after: rebuild-templates
by: <weeks> automation: <level>
register-marks - human: the domains, handles and marks the new
identity needs, searched and registered before
anything goes out on them
owner: supplier-manager
after: set-switch-date
by: <weeks> automation: never
get-sign-offs - convenes approval: brand, legal and rights
sign, as named signers, against a version of
the templates and the remade material
owner: <your legal role>
after: rebuild-templates + remake-assets +
rewrite-words
by: <days> automation: never
check-material - runs assessment: contrast, alt text, heading
order, links and addresses, against the
accessibility standard at its version
owner: accessibility-check
after: get-sign-offs
by: <days> automation: <level>
stage-changes - human: the approved templates and material
built into the properties as drafts, with
previews, still not serving
owner: web-producer
after: check-material
by: <days> automation: <level>
switch-properties - human: the named owner says go and the site,
the templates and the sending system change
over in the order that was set
owner: web-producer
after: stage-changes + register-marks
automation: <level>
change-profiles - human: the profiles, listings and partner pages
the organization does not serve itself
owner: supplier-manager
after: switch-properties
by: <days> automation: <level>
announce - human: the announcement goes out once the
properties already show the new identity
owner: comms-manager
after: switch-properties
automation: <level>
sweep - runs assessment: what still carries the old
identity, on the organization's own surfaces
and on other people's
owner: brand-check
after: change-profiles + announce
by: <weeks> automation: <level>
retire-old - human: the old files come out of the asset
store, and the version they belong to is marked
as no longer current and left readable
owner: standards-keeper
after: sweep
by: <days> automation: <level>
read-again - runs collect-and-report: the same study, worded
the same way, set beside the baseline
owner: study-manager
after: retire-old + read-baseline
by: <weeks> automation: <level>
report-transition - runs collect-and-report: what changed, what was
left on the old identity, what it cost, and
what the numbers did
owner: content-librarian
after: retire-old + read-again
by: <weeks> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: standards-keeper
after: report-transition
automation: <level>
run-scoped:
status - runs roll-call owner: capacity-manager
every: <cadence>
from: brief-the-work until: sweep
spend - runs allocate-and-reconcile owner: budget-keeper
from: check-capacity until: run close
coverage - runs collect-and-report owner: coverage-monitor
every: <cadence>
from: announce until: run close
handoffs:
take-in-identity -> issue-version [approved-identity]: the identity
as it was approved, and what it changes in the standard now in
force
take-in-identity -> read-baseline [baseline-questions]: what the
study has to be able to say afterwards, so the questions are
written before the switch
issue-version -> tell-the-readers [issued-version]: the numbered
version, what changed in it, and the date it applies from
issue-version -> build-inventory / find-registrations [new-version]:
the version every surface is about to be read against
build-inventory -> score-surfaces [surface-inventory]: the inventory
at a version, with every surface carrying where it lives, who owns
it, and the date it last changed
find-registrations -> decide-surfaces [registrations]: every domain,
handle, listing and mark, with its owner, its renewal date, and
the notice a change needs
score-surfaces -> decide-surfaces [surface-scores]: a verdict per
surface against the new version, with the rule behind every
failure
decide-surfaces -> check-capacity [surface-decisions]: the surfaces
to remake, replace and retire, each with what it will take
check-capacity -> set-switch-date [transition-cost]: what the
transition needs, what room is left in the period, and what a date
would displace
set-switch-date -> brief-the-work [switch-date-and-order]: the
switch date, the surfaces that have to change before it, and the
order they change in
set-switch-date -> register-marks [names-to-register]: the names,
domains and handles the new identity needs, and the date they have
to be held by
brief-the-work -> rebuild-templates [template-brief]: what each
template has to become, as every agent heard it
rebuild-templates -> remake-assets / rewrite-words [templates]: the
templates at a version, with the sizes, the safe areas and the
character counts the material has to fit
remake-assets -> get-sign-offs [remade-assets]: the remade set at a
version, naming the old asset each piece replaces
rewrite-words -> get-sign-offs [rewritten-wording]: the changed
wording at a version, with the old wording beside it
get-sign-offs -> check-material [signed-material]: the approved
material at the signed version. A later change voids the approval
and sign-offs run again
check-material -> stage-changes [material-scores]: the scored list,
with the rule behind every failure and what it could not test
stage-changes -> switch-properties [staged-properties]: every
property built and previewed, with the order the switch fires in
register-marks -> switch-properties [held-names]: the names, domains
and marks the organization now holds, with the date each was
secured
switch-properties -> change-profiles / announce [what-went-live]:
what went live, at which version, at what time, and who said go
change-profiles -> sweep [changed-profiles]: every profile and
listing that changed, and every one that could not be changed with
the reason
sweep -> retire-old [old-identity-remainder]: what still carries the
old identity, where it is, and whether the organization can change
it
retire-old -> read-again [retirement-date]: the date the old version
stopped being current, so the reading afterwards knows what it is
measuring
read-baseline -> read-again [baseline-reading]: the questions at the
version they were asked at, and the responses behind the baseline
read-again -> report-transition [second-reading]: the second reading
beside the baseline, with the statistician saying whether the
difference is larger than the noise in the measurement
report-transition -> record-learnings [the-report]: the account of
the transition, as delivered
deviations:
check-capacity -> decide-surfaces [plan-does-not-fit]: the
transition does not fit the period, so the surfaces are decided
again against what the department can carry
register-marks -> take-in-identity [mark-already-held]: somebody
else holds the name, the handle or the mark, so the identity goes
back to the people who approved it
get-sign-offs -> remake-assets [asset-changes]: a signer comes back
with changes to the remade assets
get-sign-offs -> rewrite-words [wording-changes]: a signer comes
back with changes to the rewritten wording
check-material -> issue-version [colors-fail-contrast]: the new
colors fail the contrast rule, which no producing agent can fix,
so the question goes back to the standard
check-material -> remake-assets [material-failures]: the check finds
failures in the remade material, so the material is made again
sweep -> build-inventory [inventory-missed-a-surface]: the sweep
finds a surface the inventory never held, so the inventory is
built again at a new version
sweep -> remake-assets [still-on-old-identity]: a surface still
carries the old identity, so the material for it is made again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the brand owner, leadership,
legal and rights>
systems: the standards store (write), the content inventory (write),
the asset store (write), the CMS (write),
redirects and address settings (write),
the sending system (write),
the supplier and registration record (write),
the book of work (write), the budget record (write),
the study record (write), the response record (write),
the coverage record (write), the review record (write),
analytics platforms (read),
the notification channel (write)
data: brand guidelines <version>, <your claims register>
<version>, <your accessibility standard> <version>,
the identity as it was approved,
the inventory at the version the transition was decided
from
policy:
every surface on the inventory gets a recorded answer, and a surface
left on the old identity carries the reason it was left
an issued version is never edited. A change goes out as a new
version, and the version it replaces stays readable
work signed under the old version is judged against that version
until <who> says otherwise
nothing publishes on a name, a domain or a mark the organization
does not hold
sign-off is a human gate and is never delegated to an agent
anything changed after sign-off goes back through sign-offs
every address a renamed page held keeps pointing at a page, and the
redirect is set before the old address stops serving
the old identity's files leave the asset store only after the
switch, and the versions that came down stay readable
a surface with a known accessibility failure goes live only when
<who> accepts the failure in writing, and the acceptance is
recorded
measures:
cycle time: <target> from the approved identity to the switch date
coverage: <share> of the surfaces on the inventory carrying the new
version <weeks> after the switch
remainder: the count of surfaces still on the old identity,
restated every <cadence> until <who> accepts the number
quality gate: nothing goes live unsigned, no address is left broken,
and nothing goes out on a name the organization does
not hold
```
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
486 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: brand refresh id: <team>/brand-refresh v1
from: ref/mkt/brand-refresh v1
owner: <who> effective: <date>
trigger: a new identity is approved by <who>, at the version they
approved
watch: record=<the new identity> system=<where it is approved>
change=<an identity is approved at a version>
concurrency: one run at a time - two transitions at once leave nobody
able to say which identity is current
goal: every surface, asset, template and registration carrying the new
identity at its issued version, or recorded as staying on the
old identity with the reason it was left
phases:
take-in-identity - human: what the new identity changes, what it
covers, and what it leaves alone
owner: standards-keeper
after: trigger
automation: <level>
issue-version - human: the approved identity becomes a numbered
version of the brand guidelines
owner: standards-keeper
after: take-in-identity
automation: <level>
tell-the-readers - runs decide-and-announce: every process that
reads the standard hears what changed and from
when
owner: standards-keeper
after: issue-version
by: <days> automation: <level>
read-baseline - human: what people recognize and what they say
the organization stands for, read before the
switch so the later reading has a comparison
owner: study-manager
after: take-in-identity
by: <weeks> automation: <level>
build-inventory - runs collect-and-report: every page, template,
asset and standing send, built from what is
actually live rather than from a list
owner: content-librarian
after: issue-version
by: <days> automation: <level>
find-registrations - runs collect-and-report: the domains, handles,
listings, memberships and marks the
organization holds with outside parties
owner: supplier-manager
after: issue-version
by: <days> automation: <level>
score-surfaces - runs assessment: every surface on the inventory
scored against the version now in force
owner: brand-check
after: build-inventory
by: <days> automation: <level>
decide-surfaces - convenes decide-and-announce: each surface gets
one of remake, replace, retire, or leave under
the version it was made under
owner: content-librarian
after: score-surfaces + find-registrations
automation: <level>
check-capacity - human: the agents the transition needs, the
weeks it takes, the money it draws, and the
committed work it would displace
owner: capacity-manager
after: decide-surfaces
by: <days> automation: <level>
set-switch-date - convenes decide-and-announce: the day the
identity goes public, which surfaces change
before it, and which change after
owner: decision-coordinator
after: check-capacity
by: <date> automation: never
brief-the-work - convenes briefing: what each surface needs and
when it is due, heard by every agent at once
owner: content-librarian
after: set-switch-date
automation: <level>
rebuild-templates - runs build-by-talent: the page templates, the
email templates and the document templates,
rebuilt before anything made from them
owner: creative-producer
after: brief-the-work
by: <days> automation: <level>
remake-assets - runs build-by-talent: the logos, the images and
the video, at every size already in use
owner: creative-producer
after: rebuild-templates
by: <weeks> automation: <level>
rewrite-words - human: the names, the boilerplate and the
descriptions the new identity changed
owner: copywriter
after: rebuild-templates
by: <weeks> automation: <level>
register-marks - human: the domains, handles and marks the new
identity needs, searched and registered before
anything goes out on them
owner: supplier-manager
after: set-switch-date
by: <weeks> automation: never
get-sign-offs - convenes approval: brand, legal and rights
sign, as named signers, against a version of
the templates and the remade material
owner: <your legal role>
after: rebuild-templates + remake-assets +
rewrite-words
by: <days> automation: never
check-material - runs assessment: contrast, alt text, heading
order, links and addresses, against the
accessibility standard at its version
owner: accessibility-check
after: get-sign-offs
by: <days> automation: <level>
stage-changes - human: the approved templates and material
built into the properties as drafts, with
previews, still not serving
owner: web-producer
after: check-material
by: <days> automation: <level>
switch-properties - human: the named owner says go and the site,
the templates and the sending system change
over in the order that was set
owner: web-producer
after: stage-changes + register-marks
automation: <level>
change-profiles - human: the profiles, listings and partner pages
the organization does not serve itself
owner: supplier-manager
after: switch-properties
by: <days> automation: <level>
announce - human: the announcement goes out once the
properties already show the new identity
owner: comms-manager
after: switch-properties
automation: <level>
sweep - runs assessment: what still carries the old
identity, on the organization's own surfaces
and on other people's
owner: brand-check
after: change-profiles + announce
by: <weeks> automation: <level>
retire-old - human: the old files come out of the asset
store, and the version they belong to is marked
as no longer current and left readable
owner: standards-keeper
after: sweep
by: <days> automation: <level>
read-again - runs collect-and-report: the same study, worded
the same way, set beside the baseline
owner: study-manager
after: retire-old + read-baseline
by: <weeks> automation: <level>
report-transition - runs collect-and-report: what changed, what was
left on the old identity, what it cost, and
what the numbers did
owner: content-librarian
after: retire-old + read-again
by: <weeks> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: standards-keeper
after: report-transition
automation: <level>
run-scoped:
status - runs roll-call owner: capacity-manager
every: <cadence>
from: brief-the-work until: sweep
spend - runs allocate-and-reconcile owner: budget-keeper
from: check-capacity until: run close
coverage - runs collect-and-report owner: coverage-monitor
every: <cadence>
from: announce until: run close
handoffs:
take-in-identity -> issue-version [approved-identity]: the identity
as it was approved, and what it changes in the standard now in
force
take-in-identity -> read-baseline [baseline-questions]: what the
study has to be able to say afterwards, so the questions are
written before the switch
issue-version -> tell-the-readers [issued-version]: the numbered
version, what changed in it, and the date it applies from
issue-version -> build-inventory / find-registrations [new-version]:
the version every surface is about to be read against
build-inventory -> score-surfaces [surface-inventory]: the inventory
at a version, with every surface carrying where it lives, who owns
it, and the date it last changed
find-registrations -> decide-surfaces [registrations]: every domain,
handle, listing and mark, with its owner, its renewal date, and
the notice a change needs
score-surfaces -> decide-surfaces [surface-scores]: a verdict per
surface against the new version, with the rule behind every
failure
decide-surfaces -> check-capacity [surface-decisions]: the surfaces
to remake, replace and retire, each with what it will take
check-capacity -> set-switch-date [transition-cost]: what the
transition needs, what room is left in the period, and what a date
would displace
set-switch-date -> brief-the-work [switch-date-and-order]: the
switch date, the surfaces that have to change before it, and the
order they change in
set-switch-date -> register-marks [names-to-register]: the names,
domains and handles the new identity needs, and the date they have
to be held by
brief-the-work -> rebuild-templates [template-brief]: what each
template has to become, as every agent heard it
rebuild-templates -> remake-assets / rewrite-words [templates]: the
templates at a version, with the sizes, the safe areas and the
character counts the material has to fit
remake-assets -> get-sign-offs [remade-assets]: the remade set at a
version, naming the old asset each piece replaces
rewrite-words -> get-sign-offs [rewritten-wording]: the changed
wording at a version, with the old wording beside it
get-sign-offs -> check-material [signed-material]: the approved
material at the signed version. A later change voids the approval
and sign-offs run again
check-material -> stage-changes [material-scores]: the scored list,
with the rule behind every failure and what it could not test
stage-changes -> switch-properties [staged-properties]: every
property built and previewed, with the order the switch fires in
register-marks -> switch-properties [held-names]: the names, domains
and marks the organization now holds, with the date each was
secured
switch-properties -> change-profiles / announce [what-went-live]:
what went live, at which version, at what time, and who said go
change-profiles -> sweep [changed-profiles]: every profile and
listing that changed, and every one that could not be changed with
the reason
sweep -> retire-old [old-identity-remainder]: what still carries the
old identity, where it is, and whether the organization can change
it
retire-old -> read-again [retirement-date]: the date the old version
stopped being current, so the reading afterwards knows what it is
measuring
read-baseline -> read-again [baseline-reading]: the questions at the
version they were asked at, and the responses behind the baseline
read-again -> report-transition [second-reading]: the second reading
beside the baseline, with the statistician saying whether the
difference is larger than the noise in the measurement
report-transition -> record-learnings [the-report]: the account of
the transition, as delivered
deviations:
check-capacity -> decide-surfaces [plan-does-not-fit]: the
transition does not fit the period, so the surfaces are decided
again against what the department can carry
register-marks -> take-in-identity [mark-already-held]: somebody
else holds the name, the handle or the mark, so the identity goes
back to the people who approved it
get-sign-offs -> remake-assets [asset-changes]: a signer comes back
with changes to the remade assets
get-sign-offs -> rewrite-words [wording-changes]: a signer comes
back with changes to the rewritten wording
check-material -> issue-version [colors-fail-contrast]: the new
colors fail the contrast rule, which no producing agent can fix,
so the question goes back to the standard
check-material -> remake-assets [material-failures]: the check finds
failures in the remade material, so the material is made again
sweep -> build-inventory [inventory-missed-a-surface]: the sweep
finds a surface the inventory never held, so the inventory is
built again at a new version
sweep -> remake-assets [still-on-old-identity]: a surface still
carries the old identity, so the material for it is made again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the brand owner, leadership,
legal and rights>
systems: the standards store (write), the content inventory (write),
the asset store (write), the CMS (write),
redirects and address settings (write),
the sending system (write),
the supplier and registration record (write),
the book of work (write), the budget record (write),
the study record (write), the response record (write),
the coverage record (write), the review record (write),
analytics platforms (read),
the notification channel (write)
data: brand guidelines <version>, <your claims register>
<version>, <your accessibility standard> <version>,
the identity as it was approved,
the inventory at the version the transition was decided
from
policy:
every surface on the inventory gets a recorded answer, and a surface
left on the old identity carries the reason it was left
an issued version is never edited. A change goes out as a new
version, and the version it replaces stays readable
work signed under the old version is judged against that version
until <who> says otherwise
nothing publishes on a name, a domain or a mark the organization
does not hold
sign-off is a human gate and is never delegated to an agent
anything changed after sign-off goes back through sign-offs
every address a renamed page held keeps pointing at a page, and the
redirect is set before the old address stops serving
the old identity's files leave the asset store only after the
switch, and the versions that came down stay readable
a surface with a known accessibility failure goes live only when
<who> accepts the failure in writing, and the acceptance is
recorded
measures:
cycle time: <target> from the approved identity to the switch date
coverage: <share> of the surfaces on the inventory carrying the new
version <weeks> after the switch
remainder: the count of surfaces still on the old identity,
restated every <cadence> until <who> accepts the number
quality gate: nothing goes live unsigned, no address is left broken,
and nothing goes out on a name the organization does
not hold
```
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
477 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: brand refresh id: <team>/brand-refresh v1
from: ref/mkt/brand-refresh v1
owner: <who> effective: <date>
trigger: a new identity is approved by <who>, at the version they
approved
watch: record=<the new identity> system=<where it is approved>
change=<an identity is approved at a version>
concurrency: one run at a time - two transitions at once leave nobody
able to say which identity is current
goal: every surface, asset, template and registration carrying the new
identity at its issued version, or recorded as staying on the
old identity with the reason it was left
phases:
take-in-identity - human: what the new identity changes, what it
covers, and what it leaves alone
owner: standards-keeper
after: trigger
automation: <level>
issue-version - human: the approved identity becomes a numbered
version of the brand guidelines
owner: standards-keeper
after: take-in-identity
automation: <level>
tell-the-readers - runs decide-and-announce: every process that
reads the standard hears what changed and from
when
owner: standards-keeper
after: issue-version
by: <days> automation: <level>
read-baseline - human: what people recognize and what they say
the organization stands for, read before the
switch so the later reading has a comparison
owner: study-manager
after: take-in-identity
by: <weeks> automation: <level>
build-inventory - runs collect-and-report: every page, template,
asset and standing send, built from what is
actually live rather than from a list
owner: content-librarian
after: issue-version
by: <days> automation: <level>
find-registrations - runs collect-and-report: the domains, handles,
listings, memberships and marks the
organization holds with outside parties
owner: supplier-manager
after: issue-version
by: <days> automation: <level>
score-surfaces - runs assessment: every surface on the inventory
scored against the version now in force
owner: brand-check
after: build-inventory
by: <days> automation: <level>
decide-surfaces - convenes decide-and-announce: each surface gets
one of remake, replace, retire, or leave under
the version it was made under
owner: content-librarian
after: score-surfaces + find-registrations
automation: <level>
check-capacity - human: the agents the transition needs, the
weeks it takes, the money it draws, and the
committed work it would displace
owner: capacity-manager
after: decide-surfaces
by: <days> automation: <level>
set-switch-date - convenes decide-and-announce: the day the
identity goes public, which surfaces change
before it, and which change after
owner: decision-coordinator
after: check-capacity
by: <date> automation: never
brief-the-work - convenes briefing: what each surface needs and
when it is due, heard by every agent at once
owner: content-librarian
after: set-switch-date
automation: <level>
rebuild-templates - runs build-by-talent: the page templates, the
email templates and the document templates,
rebuilt before anything made from them
owner: creative-producer
after: brief-the-work
by: <days> automation: <level>
remake-assets - runs build-by-talent: the logos, the images and
the video, at every size already in use
owner: creative-producer
after: rebuild-templates
by: <weeks> automation: <level>
rewrite-words - human: the names, the boilerplate and the
descriptions the new identity changed
owner: copywriter
after: rebuild-templates
by: <weeks> automation: <level>
register-marks - human: the domains, handles and marks the new
identity needs, searched and registered before
anything goes out on them
owner: supplier-manager
after: set-switch-date
by: <weeks> automation: never
get-sign-offs - convenes approval: brand, legal and rights
sign, as named signers, against a version of
the templates and the remade material
owner: <your legal role>
after: rebuild-templates + remake-assets +
rewrite-words
by: <days> automation: never
check-material - runs assessment: contrast, alt text, heading
order, links and addresses, against the
accessibility standard at its version
owner: accessibility-check
after: get-sign-offs
by: <days> automation: <level>
stage-changes - human: the approved templates and material
built into the properties as drafts, with
previews, still not serving
owner: web-producer
after: check-material
by: <days> automation: <level>
switch-properties - human: the named owner says go and the site,
the templates and the sending system change
over in the order that was set
owner: web-producer
after: stage-changes + register-marks
automation: <level>
change-profiles - human: the profiles, listings and partner pages
the organization does not serve itself
owner: supplier-manager
after: switch-properties
by: <days> automation: <level>
announce - human: the announcement goes out once the
properties already show the new identity
owner: comms-manager
after: switch-properties
automation: <level>
sweep - runs assessment: what still carries the old
identity, on the organization's own surfaces
and on other people's
owner: brand-check
after: change-profiles + announce
by: <weeks> automation: <level>
retire-old - human: the old files come out of the asset
store, and the version they belong to is marked
as no longer current and left readable
owner: standards-keeper
after: sweep
by: <days> automation: <level>
read-again - runs collect-and-report: the same study, worded
the same way, set beside the baseline
owner: study-manager
after: retire-old + read-baseline
by: <weeks> automation: <level>
report-transition - runs collect-and-report: what changed, what was
left on the old identity, what it cost, and
what the numbers did
owner: content-librarian
after: retire-old + read-again
by: <weeks> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: standards-keeper
after: report-transition
automation: <level>
run-scoped:
status - runs roll-call owner: capacity-manager
every: <cadence>
from: brief-the-work until: sweep
spend - runs allocate-and-reconcile owner: budget-keeper
from: check-capacity until: run close
coverage - runs collect-and-report owner: coverage-monitor
every: <cadence>
from: announce until: run close
handoffs:
take-in-identity -> issue-version [approved-identity]: the identity
as it was approved, and what it changes in the standard now in
force
take-in-identity -> read-baseline [baseline-questions]: what the
study has to be able to say afterwards, so the questions are
written before the switch
issue-version -> tell-the-readers [issued-version]: the numbered
version, what changed in it, and the date it applies from
issue-version -> build-inventory / find-registrations [new-version]:
the version every surface is about to be read against
build-inventory -> score-surfaces [surface-inventory]: the inventory
at a version, with every surface carrying where it lives, who owns
it, and the date it last changed
find-registrations -> decide-surfaces [registrations]: every domain,
handle, listing and mark, with its owner, its renewal date, and
the notice a change needs
score-surfaces -> decide-surfaces [surface-scores]: a verdict per
surface against the new version, with the rule behind every
failure
decide-surfaces -> check-capacity [surface-decisions]: the surfaces
to remake, replace and retire, each with what it will take
check-capacity -> set-switch-date [transition-cost]: what the
transition needs, what room is left in the period, and what a date
would displace
set-switch-date -> brief-the-work [switch-date-and-order]: the
switch date, the surfaces that have to change before it, and the
order they change in
set-switch-date -> register-marks [names-to-register]: the names,
domains and handles the new identity needs, and the date they have
to be held by
brief-the-work -> rebuild-templates [template-brief]: what each
template has to become, as every agent heard it
rebuild-templates -> remake-assets / rewrite-words [templates]: the
templates at a version, with the sizes, the safe areas and the
character counts the material has to fit
remake-assets -> get-sign-offs [remade-assets]: the remade set at a
version, naming the old asset each piece replaces
rewrite-words -> get-sign-offs [rewritten-wording]: the changed
wording at a version, with the old wording beside it
get-sign-offs -> check-material [signed-material]: the approved
material at the signed version. A later change voids the approval
and sign-offs run again
check-material -> stage-changes [material-scores]: the scored list,
with the rule behind every failure and what it could not test
stage-changes -> switch-properties [staged-properties]: every
property built and previewed, with the order the switch fires in
register-marks -> switch-properties [held-names]: the names, domains
and marks the organization now holds, with the date each was
secured
switch-properties -> change-profiles / announce [what-went-live]:
what went live, at which version, at what time, and who said go
change-profiles -> sweep [changed-profiles]: every profile and
listing that changed, and every one that could not be changed with
the reason
sweep -> retire-old [old-identity-remainder]: what still carries the
old identity, where it is, and whether the organization can change
it
retire-old -> read-again [retirement-date]: the date the old version
stopped being current, so the reading afterwards knows what it is
measuring
read-baseline -> read-again [baseline-reading]: the questions at the
version they were asked at, and the responses behind the baseline
read-again -> report-transition [second-reading]: the second reading
beside the baseline, with the statistician saying whether the
difference is larger than the noise in the measurement
report-transition -> record-learnings [the-report]: the account of
the transition, as delivered
deviations:
check-capacity -> decide-surfaces [plan-does-not-fit]: the
transition does not fit the period, so the surfaces are decided
again against what the department can carry
register-marks -> take-in-identity [mark-already-held]: somebody
else holds the name, the handle or the mark, so the identity goes
back to the people who approved it
get-sign-offs -> remake-assets [asset-changes]: a signer comes back
with changes to the remade assets
get-sign-offs -> rewrite-words [wording-changes]: a signer comes
back with changes to the rewritten wording
check-material -> issue-version [colors-fail-contrast]: the new
colors fail the contrast rule, which no producing agent can fix,
so the question goes back to the standard
check-material -> remake-assets [material-failures]: the check finds
failures in the remade material, so the material is made again
sweep -> build-inventory [inventory-missed-a-surface]: the sweep
finds a surface the inventory never held, so the inventory is
built again at a new version
sweep -> remake-assets [still-on-old-identity]: a surface still
carries the old identity, so the material for it is made again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the brand owner, leadership,
legal and rights>
systems: the standards store (write), the content inventory (write),
the asset store (write), the CMS (write),
redirects and address settings (write),
the sending system (write),
the supplier and registration record (write),
the book of work (write), the budget record (write),
the study record (write), the response record (write),
the coverage record (write), the review record (write),
analytics platforms (read),
the notification channel (write)
data: brand guidelines <version>, <your claims register>
<version>, <your accessibility standard> <version>,
the identity as it was approved,
the inventory at the version the transition was decided
from
policy:
every surface on the inventory gets a recorded answer, and a surface
left on the old identity carries the reason it was left
an issued version is never edited. A change goes out as a new
version, and the version it replaces stays readable
work signed under the old version is judged against that version
until <who> says otherwise
nothing publishes on a name, a domain or a mark the organization
does not hold
sign-off is a human gate and is never delegated to an agent
anything changed after sign-off goes back through sign-offs
every address a renamed page held keeps pointing at a page, and the
redirect is set before the old address stops serving
the old identity's files leave the asset store only after the
switch, and the versions that came down stay readable
a surface with a known accessibility failure goes live only when
<who> accepts the failure in writing, and the acceptance is
recorded
measures:
cycle time: <target> from the approved identity to the switch date
coverage: <share> of the surfaces on the inventory carrying the new
version <weeks> after the switch
remainder: the count of surfaces still on the old identity,
restated every <cadence> until <who> accepts the number
quality gate: nothing goes live unsigned, no address is left broken,
and nothing goes out on a name the organization does
not hold
```
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
64 blanks to fill. Everything else is the process.
this process
from: ref/mkt/brand-refresh 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.