Catalog / Business processes / Marketing / Market-to-Audience / Develop Buyer Persona
reference process · marketing · 20 activities · 18 on the roster
Develop Buyer Persona
An audience manager takes a segment the organization has already decided to sell to and works out who inside those accounts actually buys. The persona sits inside an agreed customer profile and cites that profile at its version, so the account traits are read from the profile instead of being written down a second time. A study manager plans the study that has to answer the question, a statistician says how much data that study needs before any of it is gathered, and a consent manager says which of the intended sample may be contacted at all. Once the interviews and the survey are in, the study manager and the audience manager write down the jobs this person is trying to get done, what gets in the way of those jobs and what it costs, the events that start this person looking for an answer, and the other people who have to agree before anything is bought. A forecaster checks the persona against the buyers the organization has already won, and the people who talk to buyers every day say whether they recognize it. The run ends with the persona recorded at a version, handed to every agent that writes to this buyer or targets them, and carrying the date it comes back up.
The walk
The document
One run
Adoption
The activities
What happens in a run
20 activities from a priority segment is named to the persona is recorded and in use, 2 of them gates a person has to sign. Drag the diagram to move along it.
Develop Buyer Persona a priority segment is named → the persona is recorded and in use
no agreed profile covers this segment a question or a contact is ruled out fewer responses than the study needed the record does not match this persona the sellers do not recognize this buyer the decision sits with a different role a priority segment is named 1 Take in the Segment what the persona has to settle, and by when 2 Quote the Account Profile the profile the persona sits inside, at its version 3 Gather What Is Already Kn… prior research, published work on this role 4 Read the Behavioral Record what people in this role already do and read 5 Plan the Study the method, who is sampled, what gets asked 6 Clear the Sample and the … who may be reached, and what may be asked a person signs · never an agent 7 Field the Study interviews and a survey put to the sample 8 Say What the Responses Su… which figures hold, and how far they hold 9 Name the Jobs what this person is trying to get done 10 Name the Pains and What T… what gets in the way, and what it costs them 11 Name the Buying Triggers the events that start this person looking 12 Name the Others in the De… who else has to agree, and what each one wants 13 Record the Words This Per… their own words for the problem and the answer 14 Test the Persona against … did the buyers who bought look like this person 15 Review with the People Wh… do the sellers recognize the buyer described a person signs · never an agent 16 Write the Persona jobs, pains, triggers, and the evidence under each 17 Issue the Persona as a Ve… numbered, with the agents that read it told 18 Hand over the Persona each receiving agent says what it changes 19 Set the Review Conditions the review date, and what would change the answer 20 Record What Was Learned what to repeat, what to avoid the persona is recorded and in use
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: buyer persona id: <team> /buyer-persona v1
from: ref/mkt/buyer-persona v1
owner: <who> effective: <date>
trigger: a priority segment is named in <your planning process> , or the
review date on a recorded persona arrives
watch: record=<the segment> system=<your planning process>
change=<a segment is named as a priority>
or watch: record=<the recorded persona>
system=<where the review dates are kept>
change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
that person is trying to get done, the pains in the way of them,
the events that start the buying, and the other people who have
to agree, each with the responses recorded under it, and cited
against the customer profile the segment already has
phases:
take-in-segment - convenes briefing: which segment, which role
inside it, what the persona has to settle, and the
date the answer is due
owner: audience-manager after: trigger
automation: <level>
quote-profile - human: name the agreed customer profile the
persona sits inside and the version of it, and
read the account traits from there
owner: audience-manager after: take-in-segment
automation: <level>
gather-known - human: the research the organization already has
on this role, and the published work on it
owner: researcher after: take-in-segment
by: <days> automation: <level>
read-behavior - human: what people in this role already do on the
site, in the product and with what gets sent them
owner: analytics after: take-in-segment
by: <days> automation: <level>
plan-study - human: the method, who is sampled and how the
sample is drawn, every question in the order it is
asked, and how many responses it needs
owner: study-manager
after: quote-profile + gather-known + read-behavior
by: <days> automation: <level>
clear-study - convenes approval: the consent-manager scores the
sample and the questions against the rules in
force, and <your legal role> signs
owner: <your legal role> after: plan-study
by: <days> automation: never
field-study - runs collect-and-report: the interviews are held
and the survey is put to the cleared sample
owner: study-manager after: clear-study
by: <days> automation: <level>
read-responses - system: which responses count, which were left out
and under which rule, what each figure is and the
range around it
owner: statistician after: field-study
automation: <level>
name-jobs - human: what this person is trying to get done, in
the order the responses say each one matters
owner: study-manager after: read-responses
by: <days> automation: <level>
name-pains - human: what gets in the way of each job, how often
it happens, and what it costs the person and the
organization
owner: study-manager after: name-jobs
by: <days> automation: <level>
name-triggers - human: the events that start this person looking
for an answer, and how long the looking runs
owner: audience-manager after: name-pains
by: <days> automation: <level>
name-committee - human: who else has to agree before anything is
bought, what each of them wants, and who can stop
the purchase on their own
owner: audience-manager after: read-responses
by: <days> automation: <level>
record-language - human: the words this person uses for the problem
and for the answer, each attributed to the kind of
participant who said it
owner: study-manager after: read-responses
by: <days> automation: <level>
back-test - system: the persona run backwards over the record,
to see whether the buyers who actually bought look
like the person described
owner: forecaster after: name-triggers
by: <days> automation: <level>
seller-review - convenes approval: the people who talk to buyers
read the persona and say whether they recognize
this buyer, naming what is wrong where they do not
owner: audience-manager
after: name-triggers + name-committee +
record-language
by: <days> automation: never
write-persona - human: the jobs, the pains, the triggers, the
other people in the decision, the language, and
the responses recorded under each of them
owner: audience-manager
after: back-test + seller-review
automation: <level>
issue-version - human: the persona issued as a numbered version,
with the version it replaces left readable
owner: standards-keeper after: write-persona
automation: <level>
hand-over - runs decide-and-announce: every agent that writes
to this buyer or targets them hears the persona at
once and says what it changes because of it
owner: audience-manager after: issue-version
by: <days> automation: <level>
set-review - human: the date the persona comes back up, and the
conditions that would bring it back sooner
owner: audience-manager after: hand-over
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: audience-manager after: set-review
automation: <level>
run-scoped:
outstanding - runs roll-call owner: audience-manager
every: <cadence>
from: take-in-segment until: hand-over
sample - runs roll-call owner: study-manager
every: <cadence>
from: field-study until: read-responses
handoffs:
take-in-segment -> quote-profile / gather-known / read-behavior
[segment-and-role]: the segment, the role inside it, what each
agent owes, and the date it is owed. Three agents read one record
quote-profile -> plan-study [account-profile]: the profile id and
its version, and the account traits as that profile states them
gather-known -> plan-study [what-is-known]: what is already known
about this role, with a source line under every fact and the date
it was read
read-behavior -> plan-study [behavioral-record]: what people in this
role already do, with the systems the numbers came from
plan-study -> clear-study [study-plan]: the sample, every question
at its version, and every piece of material anybody will be shown
clear-study -> field-study [cleared-sample]: the sample the consent
record covers and the questions that were signed, at the version
they were signed at
field-study -> read-responses [responses]: every response as it was
given, with its date and the question version it answered
read-responses -> name-jobs [qualified-responses]: which figures the
data supports, the range around each one, and every response left
out with the rule that removed it
read-responses -> name-committee [reading-for-committee]: the same
reading. Three branches read one record
read-responses -> record-language [verbatim-responses]: the
responses in the words they were given in
name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
the responses say each one matters
name-pains -> name-triggers [the-pains]: each pain, how often it
happens, and what it costs
name-triggers -> back-test [persona-to-test]: the persona in the
form it will be tested in
name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
pains and the triggers
name-committee -> seller-review [the-committee]: the other people in
the decision, what each of them wants, and who can stop the
purchase alone
record-language -> seller-review [buyer-language]: the buyer's own
words, attributed to the kind of participant who said them
back-test -> write-persona [back-test-result]: which buyers the
persona would have matched, and what actually happened to those
deals
seller-review -> write-persona [seller-verdict]: what the sellers
recognized, and everything they said was wrong
write-persona -> issue-version [drafted-persona]: the persona in the
wording it was reviewed in, with its profile citation
issue-version -> hand-over [issued-persona]: the persona at its
number, and what changed from the version it replaces
hand-over -> set-review [agent-answers]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the persona back sooner
deviations:
quote-profile -> take-in-segment [no-agreed-profile]: no agreed
customer profile covers this segment, so the run waits there until
one exists
clear-study -> plan-study [sample-or-question-ruled-out]: legal or
the consent record rules out part of the sample or one of the
questions, so the study is planned again
read-responses -> field-study [too-few-responses]: the study closed
with fewer responses than the statistician asked for, so more are
gathered while there is still time
name-committee -> take-in-segment [wrong-role]: the decision sits
with a role the persona does not describe, and a different role
needs its own run
back-test -> name-jobs [record-does-not-match]: the buyers who
actually bought do not look like this persona, so the jobs are
named again
seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
do not recognize this buyer, so the jobs are named again from what
each of them said was wrong
any -> plan-study [profile-changed]: the customer profile changes
while the run is open, and a change to the account traits the
study was sampled against sends the run back to the plan
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sellers and
legal>
systems: the agreed customer profile (read), the study record
(write), the questions and the material shown (write),
the survey and interview system (trigger),
the response record (write), the calculation record (write),
the contact database (read), the consent record (read),
the customer and revenue record (read),
analytics platforms (read), the content library (read),
licensed market data (read, cap: <what may be bought
without asking>), the meeting calendar (write, cap: <how
many sessions may be set without asking>),
the evidence store (write), the standards store (write),
the review schedule (write), the notification channel
(write)
data: the named segment, the agreed customer profile at its
version, <your account and revenue history> over <what
period>, the terms attached to every data set the study
rests on
policy:
the persona cites the agreed customer profile at its version and does
not repeat the account traits that profile already carries. A
persona that contradicts the profile it cites is not recorded
a persona describes one role. A persona that turns out to describe
two roles is split into two personas
every job, pain and trigger carries the responses recorded under it,
and one that carries none is marked as unevidenced
nobody is reached for the study beyond what the consent record
covers, and the consent-manager's finding is kept with the study
a finding resting on fewer responses than the statistician said the
study needed is marked as such, and <who> decides whether it stays
a quotation is attributed to the kind of participant who said it, and
no quotation is composed from more than one participant
the people who talk to buyers read the persona before it is recorded,
and what they said was wrong is recorded with it
the run does not close until every agent that writes to this buyer or
targets them has said what it changes, and an agent that changes
nothing says why
a recorded persona is never edited in place. A change goes in as a
new version, and the version it replaces stays readable
measures:
cycle time: <target> from the segment to the recorded persona
evidence coverage: <share> of the jobs, pains and triggers that carry
responses recorded under them
recognition: <share> of the sellers who read the persona and said
they recognize this buyer
fit: <share> of the opportunities opened since the persona was agreed
that began with a trigger the persona names, read on the review
date
quality gate: no persona is recorded without its profile citation,
its evidence, and an answer from every agent that reads
it
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
370 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: buyer persona id: <team>/buyer-persona v1
from: ref/mkt/buyer-persona v1
owner: <who> effective: <date>
trigger: a priority segment is named in <your planning process>, or the
review date on a recorded persona arrives
watch: record=<the segment> system=<your planning process>
change=<a segment is named as a priority>
or watch: record=<the recorded persona>
system=<where the review dates are kept>
change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
that person is trying to get done, the pains in the way of them,
the events that start the buying, and the other people who have
to agree, each with the responses recorded under it, and cited
against the customer profile the segment already has
phases:
take-in-segment - convenes briefing: which segment, which role
inside it, what the persona has to settle, and the
date the answer is due
owner: audience-manager after: trigger
automation: <level>
quote-profile - human: name the agreed customer profile the
persona sits inside and the version of it, and
read the account traits from there
owner: audience-manager after: take-in-segment
automation: <level>
gather-known - human: the research the organization already has
on this role, and the published work on it
owner: researcher after: take-in-segment
by: <days> automation: <level>
read-behavior - human: what people in this role already do on the
site, in the product and with what gets sent them
owner: analytics after: take-in-segment
by: <days> automation: <level>
plan-study - human: the method, who is sampled and how the
sample is drawn, every question in the order it is
asked, and how many responses it needs
owner: study-manager
after: quote-profile + gather-known + read-behavior
by: <days> automation: <level>
clear-study - convenes approval: the consent-manager scores the
sample and the questions against the rules in
force, and <your legal role> signs
owner: <your legal role> after: plan-study
by: <days> automation: never
field-study - runs collect-and-report: the interviews are held
and the survey is put to the cleared sample
owner: study-manager after: clear-study
by: <days> automation: <level>
read-responses - system: which responses count, which were left out
and under which rule, what each figure is and the
range around it
owner: statistician after: field-study
automation: <level>
name-jobs - human: what this person is trying to get done, in
the order the responses say each one matters
owner: study-manager after: read-responses
by: <days> automation: <level>
name-pains - human: what gets in the way of each job, how often
it happens, and what it costs the person and the
organization
owner: study-manager after: name-jobs
by: <days> automation: <level>
name-triggers - human: the events that start this person looking
for an answer, and how long the looking runs
owner: audience-manager after: name-pains
by: <days> automation: <level>
name-committee - human: who else has to agree before anything is
bought, what each of them wants, and who can stop
the purchase on their own
owner: audience-manager after: read-responses
by: <days> automation: <level>
record-language - human: the words this person uses for the problem
and for the answer, each attributed to the kind of
participant who said it
owner: study-manager after: read-responses
by: <days> automation: <level>
back-test - system: the persona run backwards over the record,
to see whether the buyers who actually bought look
like the person described
owner: forecaster after: name-triggers
by: <days> automation: <level>
seller-review - convenes approval: the people who talk to buyers
read the persona and say whether they recognize
this buyer, naming what is wrong where they do not
owner: audience-manager
after: name-triggers + name-committee +
record-language
by: <days> automation: never
write-persona - human: the jobs, the pains, the triggers, the
other people in the decision, the language, and
the responses recorded under each of them
owner: audience-manager
after: back-test + seller-review
automation: <level>
issue-version - human: the persona issued as a numbered version,
with the version it replaces left readable
owner: standards-keeper after: write-persona
automation: <level>
hand-over - runs decide-and-announce: every agent that writes
to this buyer or targets them hears the persona at
once and says what it changes because of it
owner: audience-manager after: issue-version
by: <days> automation: <level>
set-review - human: the date the persona comes back up, and the
conditions that would bring it back sooner
owner: audience-manager after: hand-over
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: audience-manager after: set-review
automation: <level>
run-scoped:
outstanding - runs roll-call owner: audience-manager
every: <cadence>
from: take-in-segment until: hand-over
sample - runs roll-call owner: study-manager
every: <cadence>
from: field-study until: read-responses
handoffs:
take-in-segment -> quote-profile / gather-known / read-behavior
[segment-and-role]: the segment, the role inside it, what each
agent owes, and the date it is owed. Three agents read one record
quote-profile -> plan-study [account-profile]: the profile id and
its version, and the account traits as that profile states them
gather-known -> plan-study [what-is-known]: what is already known
about this role, with a source line under every fact and the date
it was read
read-behavior -> plan-study [behavioral-record]: what people in this
role already do, with the systems the numbers came from
plan-study -> clear-study [study-plan]: the sample, every question
at its version, and every piece of material anybody will be shown
clear-study -> field-study [cleared-sample]: the sample the consent
record covers and the questions that were signed, at the version
they were signed at
field-study -> read-responses [responses]: every response as it was
given, with its date and the question version it answered
read-responses -> name-jobs [qualified-responses]: which figures the
data supports, the range around each one, and every response left
out with the rule that removed it
read-responses -> name-committee [reading-for-committee]: the same
reading. Three branches read one record
read-responses -> record-language [verbatim-responses]: the
responses in the words they were given in
name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
the responses say each one matters
name-pains -> name-triggers [the-pains]: each pain, how often it
happens, and what it costs
name-triggers -> back-test [persona-to-test]: the persona in the
form it will be tested in
name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
pains and the triggers
name-committee -> seller-review [the-committee]: the other people in
the decision, what each of them wants, and who can stop the
purchase alone
record-language -> seller-review [buyer-language]: the buyer's own
words, attributed to the kind of participant who said them
back-test -> write-persona [back-test-result]: which buyers the
persona would have matched, and what actually happened to those
deals
seller-review -> write-persona [seller-verdict]: what the sellers
recognized, and everything they said was wrong
write-persona -> issue-version [drafted-persona]: the persona in the
wording it was reviewed in, with its profile citation
issue-version -> hand-over [issued-persona]: the persona at its
number, and what changed from the version it replaces
hand-over -> set-review [agent-answers]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the persona back sooner
deviations:
quote-profile -> take-in-segment [no-agreed-profile]: no agreed
customer profile covers this segment, so the run waits there until
one exists
clear-study -> plan-study [sample-or-question-ruled-out]: legal or
the consent record rules out part of the sample or one of the
questions, so the study is planned again
read-responses -> field-study [too-few-responses]: the study closed
with fewer responses than the statistician asked for, so more are
gathered while there is still time
name-committee -> take-in-segment [wrong-role]: the decision sits
with a role the persona does not describe, and a different role
needs its own run
back-test -> name-jobs [record-does-not-match]: the buyers who
actually bought do not look like this persona, so the jobs are
named again
seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
do not recognize this buyer, so the jobs are named again from what
each of them said was wrong
any -> plan-study [profile-changed]: the customer profile changes
while the run is open, and a change to the account traits the
study was sampled against sends the run back to the plan
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sellers and
legal>
systems: the agreed customer profile (read), the study record
(write), the questions and the material shown (write),
the survey and interview system (trigger),
the response record (write), the calculation record (write),
the contact database (read), the consent record (read),
the customer and revenue record (read),
analytics platforms (read), the content library (read),
licensed market data (read, cap: <what may be bought
without asking>), the meeting calendar (write, cap: <how
many sessions may be set without asking>),
the evidence store (write), the standards store (write),
the review schedule (write), the notification channel
(write)
data: the named segment, the agreed customer profile at its
version, <your account and revenue history> over <what
period>, the terms attached to every data set the study
rests on
policy:
the persona cites the agreed customer profile at its version and does
not repeat the account traits that profile already carries. A
persona that contradicts the profile it cites is not recorded
a persona describes one role. A persona that turns out to describe
two roles is split into two personas
every job, pain and trigger carries the responses recorded under it,
and one that carries none is marked as unevidenced
nobody is reached for the study beyond what the consent record
covers, and the consent-manager's finding is kept with the study
a finding resting on fewer responses than the statistician said the
study needed is marked as such, and <who> decides whether it stays
a quotation is attributed to the kind of participant who said it, and
no quotation is composed from more than one participant
the people who talk to buyers read the persona before it is recorded,
and what they said was wrong is recorded with it
the run does not close until every agent that writes to this buyer or
targets them has said what it changes, and an agent that changes
nothing says why
a recorded persona is never edited in place. A change goes in as a
new version, and the version it replaces stays readable
measures:
cycle time: <target> from the segment to the recorded persona
evidence coverage: <share> of the jobs, pains and triggers that carry
responses recorded under them
recognition: <share> of the sellers who read the persona and said
they recognize this buyer
fit: <share> of the opportunities opened since the persona was agreed
that began with a trigger the persona names, read on the review
date
quality gate: no persona is recorded without its profile citation,
its evidence, and an answer from every agent that reads
it
```
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
425 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: buyer persona id: <team>/buyer-persona v1
from: ref/mkt/buyer-persona v1
owner: <who> effective: <date>
trigger: a priority segment is named in <your planning process>, or the
review date on a recorded persona arrives
watch: record=<the segment> system=<your planning process>
change=<a segment is named as a priority>
or watch: record=<the recorded persona>
system=<where the review dates are kept>
change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
that person is trying to get done, the pains in the way of them,
the events that start the buying, and the other people who have
to agree, each with the responses recorded under it, and cited
against the customer profile the segment already has
phases:
take-in-segment - convenes briefing: which segment, which role
inside it, what the persona has to settle, and the
date the answer is due
owner: audience-manager after: trigger
automation: <level>
quote-profile - human: name the agreed customer profile the
persona sits inside and the version of it, and
read the account traits from there
owner: audience-manager after: take-in-segment
automation: <level>
gather-known - human: the research the organization already has
on this role, and the published work on it
owner: researcher after: take-in-segment
by: <days> automation: <level>
read-behavior - human: what people in this role already do on the
site, in the product and with what gets sent them
owner: analytics after: take-in-segment
by: <days> automation: <level>
plan-study - human: the method, who is sampled and how the
sample is drawn, every question in the order it is
asked, and how many responses it needs
owner: study-manager
after: quote-profile + gather-known + read-behavior
by: <days> automation: <level>
clear-study - convenes approval: the consent-manager scores the
sample and the questions against the rules in
force, and <your legal role> signs
owner: <your legal role> after: plan-study
by: <days> automation: never
field-study - runs collect-and-report: the interviews are held
and the survey is put to the cleared sample
owner: study-manager after: clear-study
by: <days> automation: <level>
read-responses - system: which responses count, which were left out
and under which rule, what each figure is and the
range around it
owner: statistician after: field-study
automation: <level>
name-jobs - human: what this person is trying to get done, in
the order the responses say each one matters
owner: study-manager after: read-responses
by: <days> automation: <level>
name-pains - human: what gets in the way of each job, how often
it happens, and what it costs the person and the
organization
owner: study-manager after: name-jobs
by: <days> automation: <level>
name-triggers - human: the events that start this person looking
for an answer, and how long the looking runs
owner: audience-manager after: name-pains
by: <days> automation: <level>
name-committee - human: who else has to agree before anything is
bought, what each of them wants, and who can stop
the purchase on their own
owner: audience-manager after: read-responses
by: <days> automation: <level>
record-language - human: the words this person uses for the problem
and for the answer, each attributed to the kind of
participant who said it
owner: study-manager after: read-responses
by: <days> automation: <level>
back-test - system: the persona run backwards over the record,
to see whether the buyers who actually bought look
like the person described
owner: forecaster after: name-triggers
by: <days> automation: <level>
seller-review - convenes approval: the people who talk to buyers
read the persona and say whether they recognize
this buyer, naming what is wrong where they do not
owner: audience-manager
after: name-triggers + name-committee +
record-language
by: <days> automation: never
write-persona - human: the jobs, the pains, the triggers, the
other people in the decision, the language, and
the responses recorded under each of them
owner: audience-manager
after: back-test + seller-review
automation: <level>
issue-version - human: the persona issued as a numbered version,
with the version it replaces left readable
owner: standards-keeper after: write-persona
automation: <level>
hand-over - runs decide-and-announce: every agent that writes
to this buyer or targets them hears the persona at
once and says what it changes because of it
owner: audience-manager after: issue-version
by: <days> automation: <level>
set-review - human: the date the persona comes back up, and the
conditions that would bring it back sooner
owner: audience-manager after: hand-over
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: audience-manager after: set-review
automation: <level>
run-scoped:
outstanding - runs roll-call owner: audience-manager
every: <cadence>
from: take-in-segment until: hand-over
sample - runs roll-call owner: study-manager
every: <cadence>
from: field-study until: read-responses
handoffs:
take-in-segment -> quote-profile / gather-known / read-behavior
[segment-and-role]: the segment, the role inside it, what each
agent owes, and the date it is owed. Three agents read one record
quote-profile -> plan-study [account-profile]: the profile id and
its version, and the account traits as that profile states them
gather-known -> plan-study [what-is-known]: what is already known
about this role, with a source line under every fact and the date
it was read
read-behavior -> plan-study [behavioral-record]: what people in this
role already do, with the systems the numbers came from
plan-study -> clear-study [study-plan]: the sample, every question
at its version, and every piece of material anybody will be shown
clear-study -> field-study [cleared-sample]: the sample the consent
record covers and the questions that were signed, at the version
they were signed at
field-study -> read-responses [responses]: every response as it was
given, with its date and the question version it answered
read-responses -> name-jobs [qualified-responses]: which figures the
data supports, the range around each one, and every response left
out with the rule that removed it
read-responses -> name-committee [reading-for-committee]: the same
reading. Three branches read one record
read-responses -> record-language [verbatim-responses]: the
responses in the words they were given in
name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
the responses say each one matters
name-pains -> name-triggers [the-pains]: each pain, how often it
happens, and what it costs
name-triggers -> back-test [persona-to-test]: the persona in the
form it will be tested in
name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
pains and the triggers
name-committee -> seller-review [the-committee]: the other people in
the decision, what each of them wants, and who can stop the
purchase alone
record-language -> seller-review [buyer-language]: the buyer's own
words, attributed to the kind of participant who said them
back-test -> write-persona [back-test-result]: which buyers the
persona would have matched, and what actually happened to those
deals
seller-review -> write-persona [seller-verdict]: what the sellers
recognized, and everything they said was wrong
write-persona -> issue-version [drafted-persona]: the persona in the
wording it was reviewed in, with its profile citation
issue-version -> hand-over [issued-persona]: the persona at its
number, and what changed from the version it replaces
hand-over -> set-review [agent-answers]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the persona back sooner
deviations:
quote-profile -> take-in-segment [no-agreed-profile]: no agreed
customer profile covers this segment, so the run waits there until
one exists
clear-study -> plan-study [sample-or-question-ruled-out]: legal or
the consent record rules out part of the sample or one of the
questions, so the study is planned again
read-responses -> field-study [too-few-responses]: the study closed
with fewer responses than the statistician asked for, so more are
gathered while there is still time
name-committee -> take-in-segment [wrong-role]: the decision sits
with a role the persona does not describe, and a different role
needs its own run
back-test -> name-jobs [record-does-not-match]: the buyers who
actually bought do not look like this persona, so the jobs are
named again
seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
do not recognize this buyer, so the jobs are named again from what
each of them said was wrong
any -> plan-study [profile-changed]: the customer profile changes
while the run is open, and a change to the account traits the
study was sampled against sends the run back to the plan
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sellers and
legal>
systems: the agreed customer profile (read), the study record
(write), the questions and the material shown (write),
the survey and interview system (trigger),
the response record (write), the calculation record (write),
the contact database (read), the consent record (read),
the customer and revenue record (read),
analytics platforms (read), the content library (read),
licensed market data (read, cap: <what may be bought
without asking>), the meeting calendar (write, cap: <how
many sessions may be set without asking>),
the evidence store (write), the standards store (write),
the review schedule (write), the notification channel
(write)
data: the named segment, the agreed customer profile at its
version, <your account and revenue history> over <what
period>, the terms attached to every data set the study
rests on
policy:
the persona cites the agreed customer profile at its version and does
not repeat the account traits that profile already carries. A
persona that contradicts the profile it cites is not recorded
a persona describes one role. A persona that turns out to describe
two roles is split into two personas
every job, pain and trigger carries the responses recorded under it,
and one that carries none is marked as unevidenced
nobody is reached for the study beyond what the consent record
covers, and the consent-manager's finding is kept with the study
a finding resting on fewer responses than the statistician said the
study needed is marked as such, and <who> decides whether it stays
a quotation is attributed to the kind of participant who said it, and
no quotation is composed from more than one participant
the people who talk to buyers read the persona before it is recorded,
and what they said was wrong is recorded with it
the run does not close until every agent that writes to this buyer or
targets them has said what it changes, and an agent that changes
nothing says why
a recorded persona is never edited in place. A change goes in as a
new version, and the version it replaces stays readable
measures:
cycle time: <target> from the segment to the recorded persona
evidence coverage: <share> of the jobs, pains and triggers that carry
responses recorded under them
recognition: <share> of the sellers who read the persona and said
they recognize this buyer
fit: <share> of the opportunities opened since the persona was agreed
that began with a trigger the persona names, read on the review
date
quality gate: no persona is recorded without its profile citation,
its evidence, and an answer from every agent that reads
it
```
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
430 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: buyer persona id: <team>/buyer-persona v1
from: ref/mkt/buyer-persona v1
owner: <who> effective: <date>
trigger: a priority segment is named in <your planning process>, or the
review date on a recorded persona arrives
watch: record=<the segment> system=<your planning process>
change=<a segment is named as a priority>
or watch: record=<the recorded persona>
system=<where the review dates are kept>
change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
that person is trying to get done, the pains in the way of them,
the events that start the buying, and the other people who have
to agree, each with the responses recorded under it, and cited
against the customer profile the segment already has
phases:
take-in-segment - convenes briefing: which segment, which role
inside it, what the persona has to settle, and the
date the answer is due
owner: audience-manager after: trigger
automation: <level>
quote-profile - human: name the agreed customer profile the
persona sits inside and the version of it, and
read the account traits from there
owner: audience-manager after: take-in-segment
automation: <level>
gather-known - human: the research the organization already has
on this role, and the published work on it
owner: researcher after: take-in-segment
by: <days> automation: <level>
read-behavior - human: what people in this role already do on the
site, in the product and with what gets sent them
owner: analytics after: take-in-segment
by: <days> automation: <level>
plan-study - human: the method, who is sampled and how the
sample is drawn, every question in the order it is
asked, and how many responses it needs
owner: study-manager
after: quote-profile + gather-known + read-behavior
by: <days> automation: <level>
clear-study - convenes approval: the consent-manager scores the
sample and the questions against the rules in
force, and <your legal role> signs
owner: <your legal role> after: plan-study
by: <days> automation: never
field-study - runs collect-and-report: the interviews are held
and the survey is put to the cleared sample
owner: study-manager after: clear-study
by: <days> automation: <level>
read-responses - system: which responses count, which were left out
and under which rule, what each figure is and the
range around it
owner: statistician after: field-study
automation: <level>
name-jobs - human: what this person is trying to get done, in
the order the responses say each one matters
owner: study-manager after: read-responses
by: <days> automation: <level>
name-pains - human: what gets in the way of each job, how often
it happens, and what it costs the person and the
organization
owner: study-manager after: name-jobs
by: <days> automation: <level>
name-triggers - human: the events that start this person looking
for an answer, and how long the looking runs
owner: audience-manager after: name-pains
by: <days> automation: <level>
name-committee - human: who else has to agree before anything is
bought, what each of them wants, and who can stop
the purchase on their own
owner: audience-manager after: read-responses
by: <days> automation: <level>
record-language - human: the words this person uses for the problem
and for the answer, each attributed to the kind of
participant who said it
owner: study-manager after: read-responses
by: <days> automation: <level>
back-test - system: the persona run backwards over the record,
to see whether the buyers who actually bought look
like the person described
owner: forecaster after: name-triggers
by: <days> automation: <level>
seller-review - convenes approval: the people who talk to buyers
read the persona and say whether they recognize
this buyer, naming what is wrong where they do not
owner: audience-manager
after: name-triggers + name-committee +
record-language
by: <days> automation: never
write-persona - human: the jobs, the pains, the triggers, the
other people in the decision, the language, and
the responses recorded under each of them
owner: audience-manager
after: back-test + seller-review
automation: <level>
issue-version - human: the persona issued as a numbered version,
with the version it replaces left readable
owner: standards-keeper after: write-persona
automation: <level>
hand-over - runs decide-and-announce: every agent that writes
to this buyer or targets them hears the persona at
once and says what it changes because of it
owner: audience-manager after: issue-version
by: <days> automation: <level>
set-review - human: the date the persona comes back up, and the
conditions that would bring it back sooner
owner: audience-manager after: hand-over
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: audience-manager after: set-review
automation: <level>
run-scoped:
outstanding - runs roll-call owner: audience-manager
every: <cadence>
from: take-in-segment until: hand-over
sample - runs roll-call owner: study-manager
every: <cadence>
from: field-study until: read-responses
handoffs:
take-in-segment -> quote-profile / gather-known / read-behavior
[segment-and-role]: the segment, the role inside it, what each
agent owes, and the date it is owed. Three agents read one record
quote-profile -> plan-study [account-profile]: the profile id and
its version, and the account traits as that profile states them
gather-known -> plan-study [what-is-known]: what is already known
about this role, with a source line under every fact and the date
it was read
read-behavior -> plan-study [behavioral-record]: what people in this
role already do, with the systems the numbers came from
plan-study -> clear-study [study-plan]: the sample, every question
at its version, and every piece of material anybody will be shown
clear-study -> field-study [cleared-sample]: the sample the consent
record covers and the questions that were signed, at the version
they were signed at
field-study -> read-responses [responses]: every response as it was
given, with its date and the question version it answered
read-responses -> name-jobs [qualified-responses]: which figures the
data supports, the range around each one, and every response left
out with the rule that removed it
read-responses -> name-committee [reading-for-committee]: the same
reading. Three branches read one record
read-responses -> record-language [verbatim-responses]: the
responses in the words they were given in
name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
the responses say each one matters
name-pains -> name-triggers [the-pains]: each pain, how often it
happens, and what it costs
name-triggers -> back-test [persona-to-test]: the persona in the
form it will be tested in
name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
pains and the triggers
name-committee -> seller-review [the-committee]: the other people in
the decision, what each of them wants, and who can stop the
purchase alone
record-language -> seller-review [buyer-language]: the buyer's own
words, attributed to the kind of participant who said them
back-test -> write-persona [back-test-result]: which buyers the
persona would have matched, and what actually happened to those
deals
seller-review -> write-persona [seller-verdict]: what the sellers
recognized, and everything they said was wrong
write-persona -> issue-version [drafted-persona]: the persona in the
wording it was reviewed in, with its profile citation
issue-version -> hand-over [issued-persona]: the persona at its
number, and what changed from the version it replaces
hand-over -> set-review [agent-answers]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the persona back sooner
deviations:
quote-profile -> take-in-segment [no-agreed-profile]: no agreed
customer profile covers this segment, so the run waits there until
one exists
clear-study -> plan-study [sample-or-question-ruled-out]: legal or
the consent record rules out part of the sample or one of the
questions, so the study is planned again
read-responses -> field-study [too-few-responses]: the study closed
with fewer responses than the statistician asked for, so more are
gathered while there is still time
name-committee -> take-in-segment [wrong-role]: the decision sits
with a role the persona does not describe, and a different role
needs its own run
back-test -> name-jobs [record-does-not-match]: the buyers who
actually bought do not look like this persona, so the jobs are
named again
seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
do not recognize this buyer, so the jobs are named again from what
each of them said was wrong
any -> plan-study [profile-changed]: the customer profile changes
while the run is open, and a change to the account traits the
study was sampled against sends the run back to the plan
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sellers and
legal>
systems: the agreed customer profile (read), the study record
(write), the questions and the material shown (write),
the survey and interview system (trigger),
the response record (write), the calculation record (write),
the contact database (read), the consent record (read),
the customer and revenue record (read),
analytics platforms (read), the content library (read),
licensed market data (read, cap: <what may be bought
without asking>), the meeting calendar (write, cap: <how
many sessions may be set without asking>),
the evidence store (write), the standards store (write),
the review schedule (write), the notification channel
(write)
data: the named segment, the agreed customer profile at its
version, <your account and revenue history> over <what
period>, the terms attached to every data set the study
rests on
policy:
the persona cites the agreed customer profile at its version and does
not repeat the account traits that profile already carries. A
persona that contradicts the profile it cites is not recorded
a persona describes one role. A persona that turns out to describe
two roles is split into two personas
every job, pain and trigger carries the responses recorded under it,
and one that carries none is marked as unevidenced
nobody is reached for the study beyond what the consent record
covers, and the consent-manager's finding is kept with the study
a finding resting on fewer responses than the statistician said the
study needed is marked as such, and <who> decides whether it stays
a quotation is attributed to the kind of participant who said it, and
no quotation is composed from more than one participant
the people who talk to buyers read the persona before it is recorded,
and what they said was wrong is recorded with it
the run does not close until every agent that writes to this buyer or
targets them has said what it changes, and an agent that changes
nothing says why
a recorded persona is never edited in place. A change goes in as a
new version, and the version it replaces stays readable
measures:
cycle time: <target> from the segment to the recorded persona
evidence coverage: <share> of the jobs, pains and triggers that carry
responses recorded under them
recognition: <share> of the sellers who read the persona and said
they recognize this buyer
fit: <share> of the opportunities opened since the persona was agreed
that began with a trigger the persona names, read on the review
date
quality gate: no persona is recorded without its profile citation,
its evidence, and an answer from every agent that reads
it
```
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
421 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: buyer persona id: <team>/buyer-persona v1
from: ref/mkt/buyer-persona v1
owner: <who> effective: <date>
trigger: a priority segment is named in <your planning process>, or the
review date on a recorded persona arrives
watch: record=<the segment> system=<your planning process>
change=<a segment is named as a priority>
or watch: record=<the recorded persona>
system=<where the review dates are kept>
change=<the review date on a persona arrives>
concurrency: one run at a time for the same role inside the same
segment. Runs for different roles overlap
goal: one persona for one role inside one segment, carrying the jobs
that person is trying to get done, the pains in the way of them,
the events that start the buying, and the other people who have
to agree, each with the responses recorded under it, and cited
against the customer profile the segment already has
phases:
take-in-segment - convenes briefing: which segment, which role
inside it, what the persona has to settle, and the
date the answer is due
owner: audience-manager after: trigger
automation: <level>
quote-profile - human: name the agreed customer profile the
persona sits inside and the version of it, and
read the account traits from there
owner: audience-manager after: take-in-segment
automation: <level>
gather-known - human: the research the organization already has
on this role, and the published work on it
owner: researcher after: take-in-segment
by: <days> automation: <level>
read-behavior - human: what people in this role already do on the
site, in the product and with what gets sent them
owner: analytics after: take-in-segment
by: <days> automation: <level>
plan-study - human: the method, who is sampled and how the
sample is drawn, every question in the order it is
asked, and how many responses it needs
owner: study-manager
after: quote-profile + gather-known + read-behavior
by: <days> automation: <level>
clear-study - convenes approval: the consent-manager scores the
sample and the questions against the rules in
force, and <your legal role> signs
owner: <your legal role> after: plan-study
by: <days> automation: never
field-study - runs collect-and-report: the interviews are held
and the survey is put to the cleared sample
owner: study-manager after: clear-study
by: <days> automation: <level>
read-responses - system: which responses count, which were left out
and under which rule, what each figure is and the
range around it
owner: statistician after: field-study
automation: <level>
name-jobs - human: what this person is trying to get done, in
the order the responses say each one matters
owner: study-manager after: read-responses
by: <days> automation: <level>
name-pains - human: what gets in the way of each job, how often
it happens, and what it costs the person and the
organization
owner: study-manager after: name-jobs
by: <days> automation: <level>
name-triggers - human: the events that start this person looking
for an answer, and how long the looking runs
owner: audience-manager after: name-pains
by: <days> automation: <level>
name-committee - human: who else has to agree before anything is
bought, what each of them wants, and who can stop
the purchase on their own
owner: audience-manager after: read-responses
by: <days> automation: <level>
record-language - human: the words this person uses for the problem
and for the answer, each attributed to the kind of
participant who said it
owner: study-manager after: read-responses
by: <days> automation: <level>
back-test - system: the persona run backwards over the record,
to see whether the buyers who actually bought look
like the person described
owner: forecaster after: name-triggers
by: <days> automation: <level>
seller-review - convenes approval: the people who talk to buyers
read the persona and say whether they recognize
this buyer, naming what is wrong where they do not
owner: audience-manager
after: name-triggers + name-committee +
record-language
by: <days> automation: never
write-persona - human: the jobs, the pains, the triggers, the
other people in the decision, the language, and
the responses recorded under each of them
owner: audience-manager
after: back-test + seller-review
automation: <level>
issue-version - human: the persona issued as a numbered version,
with the version it replaces left readable
owner: standards-keeper after: write-persona
automation: <level>
hand-over - runs decide-and-announce: every agent that writes
to this buyer or targets them hears the persona at
once and says what it changes because of it
owner: audience-manager after: issue-version
by: <days> automation: <level>
set-review - human: the date the persona comes back up, and the
conditions that would bring it back sooner
owner: audience-manager after: hand-over
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: audience-manager after: set-review
automation: <level>
run-scoped:
outstanding - runs roll-call owner: audience-manager
every: <cadence>
from: take-in-segment until: hand-over
sample - runs roll-call owner: study-manager
every: <cadence>
from: field-study until: read-responses
handoffs:
take-in-segment -> quote-profile / gather-known / read-behavior
[segment-and-role]: the segment, the role inside it, what each
agent owes, and the date it is owed. Three agents read one record
quote-profile -> plan-study [account-profile]: the profile id and
its version, and the account traits as that profile states them
gather-known -> plan-study [what-is-known]: what is already known
about this role, with a source line under every fact and the date
it was read
read-behavior -> plan-study [behavioral-record]: what people in this
role already do, with the systems the numbers came from
plan-study -> clear-study [study-plan]: the sample, every question
at its version, and every piece of material anybody will be shown
clear-study -> field-study [cleared-sample]: the sample the consent
record covers and the questions that were signed, at the version
they were signed at
field-study -> read-responses [responses]: every response as it was
given, with its date and the question version it answered
read-responses -> name-jobs [qualified-responses]: which figures the
data supports, the range around each one, and every response left
out with the rule that removed it
read-responses -> name-committee [reading-for-committee]: the same
reading. Three branches read one record
read-responses -> record-language [verbatim-responses]: the
responses in the words they were given in
name-jobs -> name-pains [the-jobs]: the jobs, ordered by how much
the responses say each one matters
name-pains -> name-triggers [the-pains]: each pain, how often it
happens, and what it costs
name-triggers -> back-test [persona-to-test]: the persona in the
form it will be tested in
name-triggers -> seller-review [jobs-pains-triggers]: the jobs, the
pains and the triggers
name-committee -> seller-review [the-committee]: the other people in
the decision, what each of them wants, and who can stop the
purchase alone
record-language -> seller-review [buyer-language]: the buyer's own
words, attributed to the kind of participant who said them
back-test -> write-persona [back-test-result]: which buyers the
persona would have matched, and what actually happened to those
deals
seller-review -> write-persona [seller-verdict]: what the sellers
recognized, and everything they said was wrong
write-persona -> issue-version [drafted-persona]: the persona in the
wording it was reviewed in, with its profile citation
issue-version -> hand-over [issued-persona]: the persona at its
number, and what changed from the version it replaces
hand-over -> set-review [agent-answers]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the persona back sooner
deviations:
quote-profile -> take-in-segment [no-agreed-profile]: no agreed
customer profile covers this segment, so the run waits there until
one exists
clear-study -> plan-study [sample-or-question-ruled-out]: legal or
the consent record rules out part of the sample or one of the
questions, so the study is planned again
read-responses -> field-study [too-few-responses]: the study closed
with fewer responses than the statistician asked for, so more are
gathered while there is still time
name-committee -> take-in-segment [wrong-role]: the decision sits
with a role the persona does not describe, and a different role
needs its own run
back-test -> name-jobs [record-does-not-match]: the buyers who
actually bought do not look like this persona, so the jobs are
named again
seller-review -> name-jobs [sellers-do-not-recognize]: the sellers
do not recognize this buyer, so the jobs are named again from what
each of them said was wrong
any -> plan-study [profile-changed]: the customer profile changes
while the run is open, and a change to the account traits the
study was sampled against sends the run back to the plan
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sellers and
legal>
systems: the agreed customer profile (read), the study record
(write), the questions and the material shown (write),
the survey and interview system (trigger),
the response record (write), the calculation record (write),
the contact database (read), the consent record (read),
the customer and revenue record (read),
analytics platforms (read), the content library (read),
licensed market data (read, cap: <what may be bought
without asking>), the meeting calendar (write, cap: <how
many sessions may be set without asking>),
the evidence store (write), the standards store (write),
the review schedule (write), the notification channel
(write)
data: the named segment, the agreed customer profile at its
version, <your account and revenue history> over <what
period>, the terms attached to every data set the study
rests on
policy:
the persona cites the agreed customer profile at its version and does
not repeat the account traits that profile already carries. A
persona that contradicts the profile it cites is not recorded
a persona describes one role. A persona that turns out to describe
two roles is split into two personas
every job, pain and trigger carries the responses recorded under it,
and one that carries none is marked as unevidenced
nobody is reached for the study beyond what the consent record
covers, and the consent-manager's finding is kept with the study
a finding resting on fewer responses than the statistician said the
study needed is marked as such, and <who> decides whether it stays
a quotation is attributed to the kind of participant who said it, and
no quotation is composed from more than one participant
the people who talk to buyers read the persona before it is recorded,
and what they said was wrong is recorded with it
the run does not close until every agent that writes to this buyer or
targets them has said what it changes, and an agent that changes
nothing says why
a recorded persona is never edited in place. A change goes in as a
new version, and the version it replaces stays readable
measures:
cycle time: <target> from the segment to the recorded persona
evidence coverage: <share> of the jobs, pains and triggers that carry
responses recorded under them
recognition: <share> of the sellers who read the persona and said
they recognize this buyer
fit: <share> of the opportunities opened since the persona was agreed
that began with a trigger the persona names, read on the review
date
quality gate: no persona is recorded without its profile citation,
its evidence, and an answer from every agent that reads
it
```
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
51 blanks to fill. Everything else is the process.
this process
from: ref/mkt/buyer-persona 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.