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reference process · marketing · 18 activities · 16 on the roster

Segment the Market

A decision coordinator takes a question about how the market divides, has leadership settle what counts as inside that market, and commissions three kinds of evidence: what the organization's own record says about who bought and who stayed, what published and licensed sources say about the market outside, and what buyers and sellers say when somebody asks them directly. The traits the market will be divided on are chosen and written down before anybody draws a division. A forecaster then draws two or three candidate divisions, a statistician says whether the groups inside each one really differ, and every candidate is sized, tested for whether the organization can find and reach the people in it, and cleared with legal on the data and the traits behind it. Leadership and the sales side pick one division and put its segments in order. The run ends with the segments written down at a version, each carrying its size, its place in the order, the reasoning behind it, and the names of anyone who disagreed. What this process produces is an argument that other processes quote. No list of contacts or accounts is built in any platform during this run, because building the list is a separate process that reads the segments this one records.

The activities

What happens in a run

18 activities from a question about how the market divides is asked to the segments are agreed and in use, 4 of them gates a person has to sign. Drag the diagram to move along it.

Segment the Marketa question about how the market divides is asked → the segments are agreed and in use
no division separates the groupsthe market is smaller than the question assumeda segment cannot be found or reacheda source or a trait is ruled outthe room cannot agreea question about how the market divides is asked1Take in the Questionwork out what the segmentationmust settle and by when2Set the Market Boundarywhat counts as inside thismarket and what does nota person signs · never an agent3Read the Customer Recordwho bought, what they spent,and who stayed4Gather the Outside Eviden…market reports, public data,and what buyers search for5Collect the First-Hand Ac…what buyers and sellers saythey choose between6Choose the Dividing Traitswhich traits the market getsdivided on, and why7Draw the Candidate Divisi…two or three ways of dividingit, each written out8Test Whether the Segments…whether each group behavesalike and unlike the rest9Size Each Segmenthow many buyers, and how muchmoney sits in each10Test Whether Each Segment…whether the data finds them andthe channels reach them11Clear the Data and the Tr…the source terms, and whichtraits may be targeteda person signs · never an agent12Settle on One Divisionone way of dividing the marketis chosena person signs · never an agent13Rank the Segmentswhich segments come first, andwhat that rests ona person signs · never an agent14Write down the Agreed Seg…name, size, priority,rationale, and who disagreed15Issue the Segments as a V…the set numbered, and theagents that read it told16Hand over the Segmentseach receiving agent says whatit changes17Set the Review Conditionsthe review date, and what wouldchange the answer18Record What Was Learnedwhat to repeat, what to avoidthe segments are agreed 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.

PROCESS: segment the market           id: <team>/segment-the-market   v1
from: ref/mkt/segment-the-market v1
owner: <who>                          effective: <date>
trigger: a question about how the market divides is opened in <your
         planning process>, or the review date on a recorded set of
         segments arrives
         watch: record=<a segmentation question>
                system=<your planning process>
                change=<a question about how the market divides is
                opened>
         or watch: record=<a recorded set of segments>
                system=<your review schedule>
                change=<the review date on the set arrives>
concurrency: one run at a time for the same market, because two agreed
             divisions of one market leave nobody with one. Runs for
             different markets overlap
goal: one agreed set of named segments, each carrying its size, its
      place in the order, the reasoning behind it and the disagreement
      with it, recorded at a version and in use by every agent that
      plans, targets or qualifies against it
phases:
  take-in-question - convenes briefing: what the segmentation has to
                     settle, who decides it, what evidence each agent
                     owes, and the date the answer is due
                     owner: decision-coordinator  after: trigger
                     automation: <level>
  set-boundary     - convenes decide-and-announce: what counts as
                     inside this market, what is left outside, and the
                     reason for the line
                     owner: decision-coordinator  after: take-in-question
                     by: <days>                   automation: never
  read-record      - human: who bought, what they spent, who renewed
                     and who left, over <what period>
                     owner: analytics             after: set-boundary
                     by: <days>                   automation: <level>
  outside-evidence - human: the market reports, the public data, and
                     the terms buyers search for
                     owner: researcher            after: set-boundary
                     by: <days>                   automation: <level>
  first-hand       - runs collect-and-report: what buyers and sellers
                     say they choose between, with the responses kept
                     under each finding
                     owner: study-manager         after: set-boundary
                     by: <days>                   automation: <level>
  choose-traits    - convenes decide-and-announce: the traits the
                     market gets divided on, written down before any
                     division is drawn
                     owner: decision-coordinator
                     after: read-record + outside-evidence + first-hand
                     by: <days>                   automation: <level>
  draw-candidates  - runs build-by-talent: two or three ways of
                     dividing the market, each written out with the
                     evidence under it
                     owner: forecaster            after: choose-traits
                     by: <days>                   automation: <level>
  test-separation  - system: whether the accounts inside each segment
                     behave alike, and whether the segments differ from
                     each other by more than the noise
                     owner: statistician          after: draw-candidates
                     by: <days>                   automation: <level>
  size-segments    - human: how many buyers and how much money sit in
                     each segment, and where the count came from
                     owner: researcher            after: draw-candidates
                     by: <days>                   automation: <level>
  test-reach       - system: whether the record identifies who belongs
                     to each segment, how much of the contact base
                     falls in it, and whether the channels reach it
                     owner: lead-scorer           after: draw-candidates
                     by: <days>                   automation: <level>
  clear-data       - convenes approval: legal signs that the analysis
                     may rest on this data and that these traits may be
                     used to target
                     owner: <your legal role>     after: draw-candidates
                     by: <days>                   automation: never
  settle-division  - convenes bake-off: two or three divisions, one
                     chosen, with the reasons said out loud
                     owner: decision-coordinator
                     after: test-separation + size-segments +
                            test-reach + clear-data
                     by: <days>                   automation: never
  rank-segments    - convenes decide-and-announce: which segments come
                     first, what that order rests on, and what each
                     one is expected to return
                     owner: decision-coordinator  after: settle-division
                     by: <days>                   automation: never
  write-segments   - human: each segment with its name, its size, its
                     place in the order, the reasoning behind it, and
                     who disagreed and on what
                     owner: decision-coordinator  after: rank-segments
                     automation: <level>
  issue-version    - human: the agreed segments issued as a numbered
                     version, with the version it replaces left readable
                     owner: standards-keeper      after: write-segments
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that plans,
                     targets or qualifies hears the segments at once
                     and says what it changes because of them
                     owner: decision-coordinator  after: issue-version
                     by: <days>                   automation: <level>
  set-review       - human: the date the segments come back up, and the
                     conditions that would bring them back sooner
                     owner: decision-coordinator  after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: decision-coordinator  after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call              owner: decision-coordinator
                every: <cadence>
                from: take-in-question   until: hand-over
handoffs:
  take-in-question -> set-boundary [the-question]: the question, what
    it has to settle, who decides it, and the date it is owed
  set-boundary -> read-record / outside-evidence / first-hand
    [market-boundary]: the market as it was drawn, and what each agent
    owes against it. Three agents read one record
  read-record -> choose-traits [customer-record]: the accounts, what
    each one bought and renewed, and when each one left
  outside-evidence -> choose-traits [market-evidence]: the market
    evidence, with a source line under every fact and the date it was
    read
  first-hand -> choose-traits [first-hand-accounts]: what the buyers
    and the sellers said, attributed to the person who said it, with
    the responses kept under each finding
  choose-traits -> draw-candidates [dividing-traits]: the traits the
    division rests on, and the reason each one was kept
  draw-candidates -> test-separation [candidate-divisions]: the
    candidate divisions in the form they will be tested in
  draw-candidates -> size-segments [candidates-to-size]: the same
    candidates
  draw-candidates -> test-reach [identifying-traits]: the same
    candidates, with the traits that would identify a member of each
    segment
  draw-candidates -> clear-data [data-and-terms]: the traits, the data
    sets under them, and the terms each set came with. Four branches
    read one record
  test-separation -> settle-division [separation-test]: for each
    candidate, how alike the accounts inside a segment are, how far
    apart the segments sit, and whether that distance is larger than
    the noise
  size-segments -> settle-division [segment-sizes]: how many buyers and
    how much money sit in each segment, and where the count came from
  test-reach -> settle-division [reach-test]: how much of each segment
    the record already identifies, what the rest costs to identify, and
    which channels can reach it
  clear-data -> settle-division [cleared-data]: the data the analysis
    may rest on, and the traits that may be used to target
  settle-division -> rank-segments [chosen-division]: the chosen
    division, why it won over the others, and everyone who disagreed
    and on what
  rank-segments -> write-segments [segment-order]: the order, what it
    rests on, and what each segment is expected to return
  write-segments -> issue-version [written-segments]: the segments in
    the wording they were agreed in
  issue-version -> hand-over [issued-segments]: the segments at their
    number, and what changed from the version they replace
  hand-over -> set-review [adoption-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 segments back sooner
deviations:
  test-separation -> draw-candidates [no-separation]: the segments
    differ by less than the noise in the measurement, so the divisions
    are drawn again on other traits
  size-segments -> set-boundary [market-is-smaller]: the market turns
    out to be smaller than the question assumed, so the boundary is set
    again before anything is divided
  test-reach -> draw-candidates [segment-cannot-be-reached]: the record
    cannot find a segment or the channels cannot reach it, so it is
    drawn again on traits the record already carries
  clear-data -> draw-candidates [source-or-trait-ruled-out]: legal
    rules out a source or a trait, so every division resting on it is
    rebuilt without it or dropped
  settle-division -> draw-candidates [room-cannot-agree]: the room
    cannot settle on one division, so the candidates are drawn again on
    what the disagreement named
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sales side, the
           expert and legal>
  systems: the customer and revenue record (read), the CRM (read),
           analytics platforms (read), enrichment sources (read),
           licensed market data (read, cap: <what may be bought
           without asking>), ad platforms (read),
           the survey and interview system (trigger),
           the response record (write), the model store (write),
           the calculation record (write), the evidence store (write),
           the decision record (write), the standards store (write),
           the review schedule (write), the notification channel (write)
  data:    the question the segmentation has to settle,
           <your market definitions>, <your account and revenue
           history> over <what period>, the terms attached to every
           data set the analysis rests on, <your recorded ideal
           customer profile> <version>
policy:
  the market boundary is set by named people before any evidence is
    gathered, and the evidence is gathered against that boundary
  every fact in the evidence carries the source it came from and the
    date it was read
  the traits the market is divided on are written down before any
    candidate division is drawn
  a difference the data cannot support is reported as inside the noise,
    and no candidate division rests on it
  no candidate division reaches the room without its size, its reach
    test and its separation test
  the division is chosen by named people, and the choice is never
    delegated to an agent
  the people who sell to these segments sit in the room where the
    division is settled, and a division settled without them is not
    recorded
  a disagreement is recorded with the segments, naming who disagreed
    and what they disagreed with
  the run does not close until every agent that plans, targets or
    qualifies against the segments has said what it changes, and an agent
    that changes nothing says why
  no list of contacts or accounts is built in any platform in this run
  a recorded set of segments 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 question to the recorded segments
  coverage: <share> of the revenue in <what period> that falls inside a
            named segment
  reach: <share> of each segment the organization can already identify
         in its own record
  quality gate: no segment set is recorded without its sizes, its
                separation test, its disagreement, and an answer from
                every agent that acts on it
Take it somewhere

Use this process in LangGraph

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.

350 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: segment the market           id: <team>/segment-the-market   v1
from: ref/mkt/segment-the-market v1
owner: <who>                          effective: <date>
trigger: a question about how the market divides is opened in <your
         planning process>, or the review date on a recorded set of
         segments arrives
         watch: record=<a segmentation question>
                system=<your planning process>
                change=<a question about how the market divides is
                opened>
         or watch: record=<a recorded set of segments>
                system=<your review schedule>
                change=<the review date on the set arrives>
concurrency: one run at a time for the same market, because two agreed
             divisions of one market leave nobody with one. Runs for
             different markets overlap
goal: one agreed set of named segments, each carrying its size, its
      place in the order, the reasoning behind it and the disagreement
      with it, recorded at a version and in use by every agent that
      plans, targets or qualifies against it
phases:
  take-in-question - convenes briefing: what the segmentation has to
                     settle, who decides it, what evidence each agent
                     owes, and the date the answer is due
                     owner: decision-coordinator  after: trigger
                     automation: <level>
  set-boundary     - convenes decide-and-announce: what counts as
                     inside this market, what is left outside, and the
                     reason for the line
                     owner: decision-coordinator  after: take-in-question
                     by: <days>                   automation: never
  read-record      - human: who bought, what they spent, who renewed
                     and who left, over <what period>
                     owner: analytics             after: set-boundary
                     by: <days>                   automation: <level>
  outside-evidence - human: the market reports, the public data, and
                     the terms buyers search for
                     owner: researcher            after: set-boundary
                     by: <days>                   automation: <level>
  first-hand       - runs collect-and-report: what buyers and sellers
                     say they choose between, with the responses kept
                     under each finding
                     owner: study-manager         after: set-boundary
                     by: <days>                   automation: <level>
  choose-traits    - convenes decide-and-announce: the traits the
                     market gets divided on, written down before any
                     division is drawn
                     owner: decision-coordinator
                     after: read-record + outside-evidence + first-hand
                     by: <days>                   automation: <level>
  draw-candidates  - runs build-by-talent: two or three ways of
                     dividing the market, each written out with the
                     evidence under it
                     owner: forecaster            after: choose-traits
                     by: <days>                   automation: <level>
  test-separation  - system: whether the accounts inside each segment
                     behave alike, and whether the segments differ from
                     each other by more than the noise
                     owner: statistician          after: draw-candidates
                     by: <days>                   automation: <level>
  size-segments    - human: how many buyers and how much money sit in
                     each segment, and where the count came from
                     owner: researcher            after: draw-candidates
                     by: <days>                   automation: <level>
  test-reach       - system: whether the record identifies who belongs
                     to each segment, how much of the contact base
                     falls in it, and whether the channels reach it
                     owner: lead-scorer           after: draw-candidates
                     by: <days>                   automation: <level>
  clear-data       - convenes approval: legal signs that the analysis
                     may rest on this data and that these traits may be
                     used to target
                     owner: <your legal role>     after: draw-candidates
                     by: <days>                   automation: never
  settle-division  - convenes bake-off: two or three divisions, one
                     chosen, with the reasons said out loud
                     owner: decision-coordinator
                     after: test-separation + size-segments +
                            test-reach + clear-data
                     by: <days>                   automation: never
  rank-segments    - convenes decide-and-announce: which segments come
                     first, what that order rests on, and what each
                     one is expected to return
                     owner: decision-coordinator  after: settle-division
                     by: <days>                   automation: never
  write-segments   - human: each segment with its name, its size, its
                     place in the order, the reasoning behind it, and
                     who disagreed and on what
                     owner: decision-coordinator  after: rank-segments
                     automation: <level>
  issue-version    - human: the agreed segments issued as a numbered
                     version, with the version it replaces left readable
                     owner: standards-keeper      after: write-segments
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that plans,
                     targets or qualifies hears the segments at once
                     and says what it changes because of them
                     owner: decision-coordinator  after: issue-version
                     by: <days>                   automation: <level>
  set-review       - human: the date the segments come back up, and the
                     conditions that would bring them back sooner
                     owner: decision-coordinator  after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: decision-coordinator  after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call              owner: decision-coordinator
                every: <cadence>
                from: take-in-question   until: hand-over
handoffs:
  take-in-question -> set-boundary [the-question]: the question, what
    it has to settle, who decides it, and the date it is owed
  set-boundary -> read-record / outside-evidence / first-hand
    [market-boundary]: the market as it was drawn, and what each agent
    owes against it. Three agents read one record
  read-record -> choose-traits [customer-record]: the accounts, what
    each one bought and renewed, and when each one left
  outside-evidence -> choose-traits [market-evidence]: the market
    evidence, with a source line under every fact and the date it was
    read
  first-hand -> choose-traits [first-hand-accounts]: what the buyers
    and the sellers said, attributed to the person who said it, with
    the responses kept under each finding
  choose-traits -> draw-candidates [dividing-traits]: the traits the
    division rests on, and the reason each one was kept
  draw-candidates -> test-separation [candidate-divisions]: the
    candidate divisions in the form they will be tested in
  draw-candidates -> size-segments [candidates-to-size]: the same
    candidates
  draw-candidates -> test-reach [identifying-traits]: the same
    candidates, with the traits that would identify a member of each
    segment
  draw-candidates -> clear-data [data-and-terms]: the traits, the data
    sets under them, and the terms each set came with. Four branches
    read one record
  test-separation -> settle-division [separation-test]: for each
    candidate, how alike the accounts inside a segment are, how far
    apart the segments sit, and whether that distance is larger than
    the noise
  size-segments -> settle-division [segment-sizes]: how many buyers and
    how much money sit in each segment, and where the count came from
  test-reach -> settle-division [reach-test]: how much of each segment
    the record already identifies, what the rest costs to identify, and
    which channels can reach it
  clear-data -> settle-division [cleared-data]: the data the analysis
    may rest on, and the traits that may be used to target
  settle-division -> rank-segments [chosen-division]: the chosen
    division, why it won over the others, and everyone who disagreed
    and on what
  rank-segments -> write-segments [segment-order]: the order, what it
    rests on, and what each segment is expected to return
  write-segments -> issue-version [written-segments]: the segments in
    the wording they were agreed in
  issue-version -> hand-over [issued-segments]: the segments at their
    number, and what changed from the version they replace
  hand-over -> set-review [adoption-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 segments back sooner
deviations:
  test-separation -> draw-candidates [no-separation]: the segments
    differ by less than the noise in the measurement, so the divisions
    are drawn again on other traits
  size-segments -> set-boundary [market-is-smaller]: the market turns
    out to be smaller than the question assumed, so the boundary is set
    again before anything is divided
  test-reach -> draw-candidates [segment-cannot-be-reached]: the record
    cannot find a segment or the channels cannot reach it, so it is
    drawn again on traits the record already carries
  clear-data -> draw-candidates [source-or-trait-ruled-out]: legal
    rules out a source or a trait, so every division resting on it is
    rebuilt without it or dropped
  settle-division -> draw-candidates [room-cannot-agree]: the room
    cannot settle on one division, so the candidates are drawn again on
    what the disagreement named
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sales side, the
           expert and legal>
  systems: the customer and revenue record (read), the CRM (read),
           analytics platforms (read), enrichment sources (read),
           licensed market data (read, cap: <what may be bought
           without asking>), ad platforms (read),
           the survey and interview system (trigger),
           the response record (write), the model store (write),
           the calculation record (write), the evidence store (write),
           the decision record (write), the standards store (write),
           the review schedule (write), the notification channel (write)
  data:    the question the segmentation has to settle,
           <your market definitions>, <your account and revenue
           history> over <what period>, the terms attached to every
           data set the analysis rests on, <your recorded ideal
           customer profile> <version>
policy:
  the market boundary is set by named people before any evidence is
    gathered, and the evidence is gathered against that boundary
  every fact in the evidence carries the source it came from and the
    date it was read
  the traits the market is divided on are written down before any
    candidate division is drawn
  a difference the data cannot support is reported as inside the noise,
    and no candidate division rests on it
  no candidate division reaches the room without its size, its reach
    test and its separation test
  the division is chosen by named people, and the choice is never
    delegated to an agent
  the people who sell to these segments sit in the room where the
    division is settled, and a division settled without them is not
    recorded
  a disagreement is recorded with the segments, naming who disagreed
    and what they disagreed with
  the run does not close until every agent that plans, targets or
    qualifies against the segments has said what it changes, and an agent
    that changes nothing says why
  no list of contacts or accounts is built in any platform in this run
  a recorded set of segments 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 question to the recorded segments
  coverage: <share> of the revenue in <what period> that falls inside a
            named segment
  reach: <share> of each segment the organization can already identify
         in its own record
  quality gate: no segment set is recorded without its sizes, its
                separation test, its disagreement, and an answer from
                every agent that acts on it
```
Take it somewhere

Use this process in Microsoft Agent Framework

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.

405 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: segment the market           id: <team>/segment-the-market   v1
from: ref/mkt/segment-the-market v1
owner: <who>                          effective: <date>
trigger: a question about how the market divides is opened in <your
         planning process>, or the review date on a recorded set of
         segments arrives
         watch: record=<a segmentation question>
                system=<your planning process>
                change=<a question about how the market divides is
                opened>
         or watch: record=<a recorded set of segments>
                system=<your review schedule>
                change=<the review date on the set arrives>
concurrency: one run at a time for the same market, because two agreed
             divisions of one market leave nobody with one. Runs for
             different markets overlap
goal: one agreed set of named segments, each carrying its size, its
      place in the order, the reasoning behind it and the disagreement
      with it, recorded at a version and in use by every agent that
      plans, targets or qualifies against it
phases:
  take-in-question - convenes briefing: what the segmentation has to
                     settle, who decides it, what evidence each agent
                     owes, and the date the answer is due
                     owner: decision-coordinator  after: trigger
                     automation: <level>
  set-boundary     - convenes decide-and-announce: what counts as
                     inside this market, what is left outside, and the
                     reason for the line
                     owner: decision-coordinator  after: take-in-question
                     by: <days>                   automation: never
  read-record      - human: who bought, what they spent, who renewed
                     and who left, over <what period>
                     owner: analytics             after: set-boundary
                     by: <days>                   automation: <level>
  outside-evidence - human: the market reports, the public data, and
                     the terms buyers search for
                     owner: researcher            after: set-boundary
                     by: <days>                   automation: <level>
  first-hand       - runs collect-and-report: what buyers and sellers
                     say they choose between, with the responses kept
                     under each finding
                     owner: study-manager         after: set-boundary
                     by: <days>                   automation: <level>
  choose-traits    - convenes decide-and-announce: the traits the
                     market gets divided on, written down before any
                     division is drawn
                     owner: decision-coordinator
                     after: read-record + outside-evidence + first-hand
                     by: <days>                   automation: <level>
  draw-candidates  - runs build-by-talent: two or three ways of
                     dividing the market, each written out with the
                     evidence under it
                     owner: forecaster            after: choose-traits
                     by: <days>                   automation: <level>
  test-separation  - system: whether the accounts inside each segment
                     behave alike, and whether the segments differ from
                     each other by more than the noise
                     owner: statistician          after: draw-candidates
                     by: <days>                   automation: <level>
  size-segments    - human: how many buyers and how much money sit in
                     each segment, and where the count came from
                     owner: researcher            after: draw-candidates
                     by: <days>                   automation: <level>
  test-reach       - system: whether the record identifies who belongs
                     to each segment, how much of the contact base
                     falls in it, and whether the channels reach it
                     owner: lead-scorer           after: draw-candidates
                     by: <days>                   automation: <level>
  clear-data       - convenes approval: legal signs that the analysis
                     may rest on this data and that these traits may be
                     used to target
                     owner: <your legal role>     after: draw-candidates
                     by: <days>                   automation: never
  settle-division  - convenes bake-off: two or three divisions, one
                     chosen, with the reasons said out loud
                     owner: decision-coordinator
                     after: test-separation + size-segments +
                            test-reach + clear-data
                     by: <days>                   automation: never
  rank-segments    - convenes decide-and-announce: which segments come
                     first, what that order rests on, and what each
                     one is expected to return
                     owner: decision-coordinator  after: settle-division
                     by: <days>                   automation: never
  write-segments   - human: each segment with its name, its size, its
                     place in the order, the reasoning behind it, and
                     who disagreed and on what
                     owner: decision-coordinator  after: rank-segments
                     automation: <level>
  issue-version    - human: the agreed segments issued as a numbered
                     version, with the version it replaces left readable
                     owner: standards-keeper      after: write-segments
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that plans,
                     targets or qualifies hears the segments at once
                     and says what it changes because of them
                     owner: decision-coordinator  after: issue-version
                     by: <days>                   automation: <level>
  set-review       - human: the date the segments come back up, and the
                     conditions that would bring them back sooner
                     owner: decision-coordinator  after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: decision-coordinator  after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call              owner: decision-coordinator
                every: <cadence>
                from: take-in-question   until: hand-over
handoffs:
  take-in-question -> set-boundary [the-question]: the question, what
    it has to settle, who decides it, and the date it is owed
  set-boundary -> read-record / outside-evidence / first-hand
    [market-boundary]: the market as it was drawn, and what each agent
    owes against it. Three agents read one record
  read-record -> choose-traits [customer-record]: the accounts, what
    each one bought and renewed, and when each one left
  outside-evidence -> choose-traits [market-evidence]: the market
    evidence, with a source line under every fact and the date it was
    read
  first-hand -> choose-traits [first-hand-accounts]: what the buyers
    and the sellers said, attributed to the person who said it, with
    the responses kept under each finding
  choose-traits -> draw-candidates [dividing-traits]: the traits the
    division rests on, and the reason each one was kept
  draw-candidates -> test-separation [candidate-divisions]: the
    candidate divisions in the form they will be tested in
  draw-candidates -> size-segments [candidates-to-size]: the same
    candidates
  draw-candidates -> test-reach [identifying-traits]: the same
    candidates, with the traits that would identify a member of each
    segment
  draw-candidates -> clear-data [data-and-terms]: the traits, the data
    sets under them, and the terms each set came with. Four branches
    read one record
  test-separation -> settle-division [separation-test]: for each
    candidate, how alike the accounts inside a segment are, how far
    apart the segments sit, and whether that distance is larger than
    the noise
  size-segments -> settle-division [segment-sizes]: how many buyers and
    how much money sit in each segment, and where the count came from
  test-reach -> settle-division [reach-test]: how much of each segment
    the record already identifies, what the rest costs to identify, and
    which channels can reach it
  clear-data -> settle-division [cleared-data]: the data the analysis
    may rest on, and the traits that may be used to target
  settle-division -> rank-segments [chosen-division]: the chosen
    division, why it won over the others, and everyone who disagreed
    and on what
  rank-segments -> write-segments [segment-order]: the order, what it
    rests on, and what each segment is expected to return
  write-segments -> issue-version [written-segments]: the segments in
    the wording they were agreed in
  issue-version -> hand-over [issued-segments]: the segments at their
    number, and what changed from the version they replace
  hand-over -> set-review [adoption-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 segments back sooner
deviations:
  test-separation -> draw-candidates [no-separation]: the segments
    differ by less than the noise in the measurement, so the divisions
    are drawn again on other traits
  size-segments -> set-boundary [market-is-smaller]: the market turns
    out to be smaller than the question assumed, so the boundary is set
    again before anything is divided
  test-reach -> draw-candidates [segment-cannot-be-reached]: the record
    cannot find a segment or the channels cannot reach it, so it is
    drawn again on traits the record already carries
  clear-data -> draw-candidates [source-or-trait-ruled-out]: legal
    rules out a source or a trait, so every division resting on it is
    rebuilt without it or dropped
  settle-division -> draw-candidates [room-cannot-agree]: the room
    cannot settle on one division, so the candidates are drawn again on
    what the disagreement named
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sales side, the
           expert and legal>
  systems: the customer and revenue record (read), the CRM (read),
           analytics platforms (read), enrichment sources (read),
           licensed market data (read, cap: <what may be bought
           without asking>), ad platforms (read),
           the survey and interview system (trigger),
           the response record (write), the model store (write),
           the calculation record (write), the evidence store (write),
           the decision record (write), the standards store (write),
           the review schedule (write), the notification channel (write)
  data:    the question the segmentation has to settle,
           <your market definitions>, <your account and revenue
           history> over <what period>, the terms attached to every
           data set the analysis rests on, <your recorded ideal
           customer profile> <version>
policy:
  the market boundary is set by named people before any evidence is
    gathered, and the evidence is gathered against that boundary
  every fact in the evidence carries the source it came from and the
    date it was read
  the traits the market is divided on are written down before any
    candidate division is drawn
  a difference the data cannot support is reported as inside the noise,
    and no candidate division rests on it
  no candidate division reaches the room without its size, its reach
    test and its separation test
  the division is chosen by named people, and the choice is never
    delegated to an agent
  the people who sell to these segments sit in the room where the
    division is settled, and a division settled without them is not
    recorded
  a disagreement is recorded with the segments, naming who disagreed
    and what they disagreed with
  the run does not close until every agent that plans, targets or
    qualifies against the segments has said what it changes, and an agent
    that changes nothing says why
  no list of contacts or accounts is built in any platform in this run
  a recorded set of segments 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 question to the recorded segments
  coverage: <share> of the revenue in <what period> that falls inside a
            named segment
  reach: <share> of each segment the organization can already identify
         in its own record
  quality gate: no segment set is recorded without its sizes, its
                separation test, its disagreement, and an answer from
                every agent that acts on it
```
Take it somewhere

Use this process in CrewAI Flows

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.

410 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: segment the market           id: <team>/segment-the-market   v1
from: ref/mkt/segment-the-market v1
owner: <who>                          effective: <date>
trigger: a question about how the market divides is opened in <your
         planning process>, or the review date on a recorded set of
         segments arrives
         watch: record=<a segmentation question>
                system=<your planning process>
                change=<a question about how the market divides is
                opened>
         or watch: record=<a recorded set of segments>
                system=<your review schedule>
                change=<the review date on the set arrives>
concurrency: one run at a time for the same market, because two agreed
             divisions of one market leave nobody with one. Runs for
             different markets overlap
goal: one agreed set of named segments, each carrying its size, its
      place in the order, the reasoning behind it and the disagreement
      with it, recorded at a version and in use by every agent that
      plans, targets or qualifies against it
phases:
  take-in-question - convenes briefing: what the segmentation has to
                     settle, who decides it, what evidence each agent
                     owes, and the date the answer is due
                     owner: decision-coordinator  after: trigger
                     automation: <level>
  set-boundary     - convenes decide-and-announce: what counts as
                     inside this market, what is left outside, and the
                     reason for the line
                     owner: decision-coordinator  after: take-in-question
                     by: <days>                   automation: never
  read-record      - human: who bought, what they spent, who renewed
                     and who left, over <what period>
                     owner: analytics             after: set-boundary
                     by: <days>                   automation: <level>
  outside-evidence - human: the market reports, the public data, and
                     the terms buyers search for
                     owner: researcher            after: set-boundary
                     by: <days>                   automation: <level>
  first-hand       - runs collect-and-report: what buyers and sellers
                     say they choose between, with the responses kept
                     under each finding
                     owner: study-manager         after: set-boundary
                     by: <days>                   automation: <level>
  choose-traits    - convenes decide-and-announce: the traits the
                     market gets divided on, written down before any
                     division is drawn
                     owner: decision-coordinator
                     after: read-record + outside-evidence + first-hand
                     by: <days>                   automation: <level>
  draw-candidates  - runs build-by-talent: two or three ways of
                     dividing the market, each written out with the
                     evidence under it
                     owner: forecaster            after: choose-traits
                     by: <days>                   automation: <level>
  test-separation  - system: whether the accounts inside each segment
                     behave alike, and whether the segments differ from
                     each other by more than the noise
                     owner: statistician          after: draw-candidates
                     by: <days>                   automation: <level>
  size-segments    - human: how many buyers and how much money sit in
                     each segment, and where the count came from
                     owner: researcher            after: draw-candidates
                     by: <days>                   automation: <level>
  test-reach       - system: whether the record identifies who belongs
                     to each segment, how much of the contact base
                     falls in it, and whether the channels reach it
                     owner: lead-scorer           after: draw-candidates
                     by: <days>                   automation: <level>
  clear-data       - convenes approval: legal signs that the analysis
                     may rest on this data and that these traits may be
                     used to target
                     owner: <your legal role>     after: draw-candidates
                     by: <days>                   automation: never
  settle-division  - convenes bake-off: two or three divisions, one
                     chosen, with the reasons said out loud
                     owner: decision-coordinator
                     after: test-separation + size-segments +
                            test-reach + clear-data
                     by: <days>                   automation: never
  rank-segments    - convenes decide-and-announce: which segments come
                     first, what that order rests on, and what each
                     one is expected to return
                     owner: decision-coordinator  after: settle-division
                     by: <days>                   automation: never
  write-segments   - human: each segment with its name, its size, its
                     place in the order, the reasoning behind it, and
                     who disagreed and on what
                     owner: decision-coordinator  after: rank-segments
                     automation: <level>
  issue-version    - human: the agreed segments issued as a numbered
                     version, with the version it replaces left readable
                     owner: standards-keeper      after: write-segments
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that plans,
                     targets or qualifies hears the segments at once
                     and says what it changes because of them
                     owner: decision-coordinator  after: issue-version
                     by: <days>                   automation: <level>
  set-review       - human: the date the segments come back up, and the
                     conditions that would bring them back sooner
                     owner: decision-coordinator  after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: decision-coordinator  after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call              owner: decision-coordinator
                every: <cadence>
                from: take-in-question   until: hand-over
handoffs:
  take-in-question -> set-boundary [the-question]: the question, what
    it has to settle, who decides it, and the date it is owed
  set-boundary -> read-record / outside-evidence / first-hand
    [market-boundary]: the market as it was drawn, and what each agent
    owes against it. Three agents read one record
  read-record -> choose-traits [customer-record]: the accounts, what
    each one bought and renewed, and when each one left
  outside-evidence -> choose-traits [market-evidence]: the market
    evidence, with a source line under every fact and the date it was
    read
  first-hand -> choose-traits [first-hand-accounts]: what the buyers
    and the sellers said, attributed to the person who said it, with
    the responses kept under each finding
  choose-traits -> draw-candidates [dividing-traits]: the traits the
    division rests on, and the reason each one was kept
  draw-candidates -> test-separation [candidate-divisions]: the
    candidate divisions in the form they will be tested in
  draw-candidates -> size-segments [candidates-to-size]: the same
    candidates
  draw-candidates -> test-reach [identifying-traits]: the same
    candidates, with the traits that would identify a member of each
    segment
  draw-candidates -> clear-data [data-and-terms]: the traits, the data
    sets under them, and the terms each set came with. Four branches
    read one record
  test-separation -> settle-division [separation-test]: for each
    candidate, how alike the accounts inside a segment are, how far
    apart the segments sit, and whether that distance is larger than
    the noise
  size-segments -> settle-division [segment-sizes]: how many buyers and
    how much money sit in each segment, and where the count came from
  test-reach -> settle-division [reach-test]: how much of each segment
    the record already identifies, what the rest costs to identify, and
    which channels can reach it
  clear-data -> settle-division [cleared-data]: the data the analysis
    may rest on, and the traits that may be used to target
  settle-division -> rank-segments [chosen-division]: the chosen
    division, why it won over the others, and everyone who disagreed
    and on what
  rank-segments -> write-segments [segment-order]: the order, what it
    rests on, and what each segment is expected to return
  write-segments -> issue-version [written-segments]: the segments in
    the wording they were agreed in
  issue-version -> hand-over [issued-segments]: the segments at their
    number, and what changed from the version they replace
  hand-over -> set-review [adoption-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 segments back sooner
deviations:
  test-separation -> draw-candidates [no-separation]: the segments
    differ by less than the noise in the measurement, so the divisions
    are drawn again on other traits
  size-segments -> set-boundary [market-is-smaller]: the market turns
    out to be smaller than the question assumed, so the boundary is set
    again before anything is divided
  test-reach -> draw-candidates [segment-cannot-be-reached]: the record
    cannot find a segment or the channels cannot reach it, so it is
    drawn again on traits the record already carries
  clear-data -> draw-candidates [source-or-trait-ruled-out]: legal
    rules out a source or a trait, so every division resting on it is
    rebuilt without it or dropped
  settle-division -> draw-candidates [room-cannot-agree]: the room
    cannot settle on one division, so the candidates are drawn again on
    what the disagreement named
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sales side, the
           expert and legal>
  systems: the customer and revenue record (read), the CRM (read),
           analytics platforms (read), enrichment sources (read),
           licensed market data (read, cap: <what may be bought
           without asking>), ad platforms (read),
           the survey and interview system (trigger),
           the response record (write), the model store (write),
           the calculation record (write), the evidence store (write),
           the decision record (write), the standards store (write),
           the review schedule (write), the notification channel (write)
  data:    the question the segmentation has to settle,
           <your market definitions>, <your account and revenue
           history> over <what period>, the terms attached to every
           data set the analysis rests on, <your recorded ideal
           customer profile> <version>
policy:
  the market boundary is set by named people before any evidence is
    gathered, and the evidence is gathered against that boundary
  every fact in the evidence carries the source it came from and the
    date it was read
  the traits the market is divided on are written down before any
    candidate division is drawn
  a difference the data cannot support is reported as inside the noise,
    and no candidate division rests on it
  no candidate division reaches the room without its size, its reach
    test and its separation test
  the division is chosen by named people, and the choice is never
    delegated to an agent
  the people who sell to these segments sit in the room where the
    division is settled, and a division settled without them is not
    recorded
  a disagreement is recorded with the segments, naming who disagreed
    and what they disagreed with
  the run does not close until every agent that plans, targets or
    qualifies against the segments has said what it changes, and an agent
    that changes nothing says why
  no list of contacts or accounts is built in any platform in this run
  a recorded set of segments 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 question to the recorded segments
  coverage: <share> of the revenue in <what period> that falls inside a
            named segment
  reach: <share> of each segment the organization can already identify
         in its own record
  quality gate: no segment set is recorded without its sizes, its
                separation test, its disagreement, and an answer from
                every agent that acts on it
```
Take it somewhere

Use this process in Google ADK

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.

401 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: segment the market           id: <team>/segment-the-market   v1
from: ref/mkt/segment-the-market v1
owner: <who>                          effective: <date>
trigger: a question about how the market divides is opened in <your
         planning process>, or the review date on a recorded set of
         segments arrives
         watch: record=<a segmentation question>
                system=<your planning process>
                change=<a question about how the market divides is
                opened>
         or watch: record=<a recorded set of segments>
                system=<your review schedule>
                change=<the review date on the set arrives>
concurrency: one run at a time for the same market, because two agreed
             divisions of one market leave nobody with one. Runs for
             different markets overlap
goal: one agreed set of named segments, each carrying its size, its
      place in the order, the reasoning behind it and the disagreement
      with it, recorded at a version and in use by every agent that
      plans, targets or qualifies against it
phases:
  take-in-question - convenes briefing: what the segmentation has to
                     settle, who decides it, what evidence each agent
                     owes, and the date the answer is due
                     owner: decision-coordinator  after: trigger
                     automation: <level>
  set-boundary     - convenes decide-and-announce: what counts as
                     inside this market, what is left outside, and the
                     reason for the line
                     owner: decision-coordinator  after: take-in-question
                     by: <days>                   automation: never
  read-record      - human: who bought, what they spent, who renewed
                     and who left, over <what period>
                     owner: analytics             after: set-boundary
                     by: <days>                   automation: <level>
  outside-evidence - human: the market reports, the public data, and
                     the terms buyers search for
                     owner: researcher            after: set-boundary
                     by: <days>                   automation: <level>
  first-hand       - runs collect-and-report: what buyers and sellers
                     say they choose between, with the responses kept
                     under each finding
                     owner: study-manager         after: set-boundary
                     by: <days>                   automation: <level>
  choose-traits    - convenes decide-and-announce: the traits the
                     market gets divided on, written down before any
                     division is drawn
                     owner: decision-coordinator
                     after: read-record + outside-evidence + first-hand
                     by: <days>                   automation: <level>
  draw-candidates  - runs build-by-talent: two or three ways of
                     dividing the market, each written out with the
                     evidence under it
                     owner: forecaster            after: choose-traits
                     by: <days>                   automation: <level>
  test-separation  - system: whether the accounts inside each segment
                     behave alike, and whether the segments differ from
                     each other by more than the noise
                     owner: statistician          after: draw-candidates
                     by: <days>                   automation: <level>
  size-segments    - human: how many buyers and how much money sit in
                     each segment, and where the count came from
                     owner: researcher            after: draw-candidates
                     by: <days>                   automation: <level>
  test-reach       - system: whether the record identifies who belongs
                     to each segment, how much of the contact base
                     falls in it, and whether the channels reach it
                     owner: lead-scorer           after: draw-candidates
                     by: <days>                   automation: <level>
  clear-data       - convenes approval: legal signs that the analysis
                     may rest on this data and that these traits may be
                     used to target
                     owner: <your legal role>     after: draw-candidates
                     by: <days>                   automation: never
  settle-division  - convenes bake-off: two or three divisions, one
                     chosen, with the reasons said out loud
                     owner: decision-coordinator
                     after: test-separation + size-segments +
                            test-reach + clear-data
                     by: <days>                   automation: never
  rank-segments    - convenes decide-and-announce: which segments come
                     first, what that order rests on, and what each
                     one is expected to return
                     owner: decision-coordinator  after: settle-division
                     by: <days>                   automation: never
  write-segments   - human: each segment with its name, its size, its
                     place in the order, the reasoning behind it, and
                     who disagreed and on what
                     owner: decision-coordinator  after: rank-segments
                     automation: <level>
  issue-version    - human: the agreed segments issued as a numbered
                     version, with the version it replaces left readable
                     owner: standards-keeper      after: write-segments
                     automation: <level>
  hand-over        - runs decide-and-announce: every agent that plans,
                     targets or qualifies hears the segments at once
                     and says what it changes because of them
                     owner: decision-coordinator  after: issue-version
                     by: <days>                   automation: <level>
  set-review       - human: the date the segments come back up, and the
                     conditions that would bring them back sooner
                     owner: decision-coordinator  after: hand-over
                     automation: <level>
  record-learnings - convenes debrief: what to repeat, what to avoid
                     owner: decision-coordinator  after: set-review
                     automation: <level>
run-scoped:
  outstanding - runs roll-call              owner: decision-coordinator
                every: <cadence>
                from: take-in-question   until: hand-over
handoffs:
  take-in-question -> set-boundary [the-question]: the question, what
    it has to settle, who decides it, and the date it is owed
  set-boundary -> read-record / outside-evidence / first-hand
    [market-boundary]: the market as it was drawn, and what each agent
    owes against it. Three agents read one record
  read-record -> choose-traits [customer-record]: the accounts, what
    each one bought and renewed, and when each one left
  outside-evidence -> choose-traits [market-evidence]: the market
    evidence, with a source line under every fact and the date it was
    read
  first-hand -> choose-traits [first-hand-accounts]: what the buyers
    and the sellers said, attributed to the person who said it, with
    the responses kept under each finding
  choose-traits -> draw-candidates [dividing-traits]: the traits the
    division rests on, and the reason each one was kept
  draw-candidates -> test-separation [candidate-divisions]: the
    candidate divisions in the form they will be tested in
  draw-candidates -> size-segments [candidates-to-size]: the same
    candidates
  draw-candidates -> test-reach [identifying-traits]: the same
    candidates, with the traits that would identify a member of each
    segment
  draw-candidates -> clear-data [data-and-terms]: the traits, the data
    sets under them, and the terms each set came with. Four branches
    read one record
  test-separation -> settle-division [separation-test]: for each
    candidate, how alike the accounts inside a segment are, how far
    apart the segments sit, and whether that distance is larger than
    the noise
  size-segments -> settle-division [segment-sizes]: how many buyers and
    how much money sit in each segment, and where the count came from
  test-reach -> settle-division [reach-test]: how much of each segment
    the record already identifies, what the rest costs to identify, and
    which channels can reach it
  clear-data -> settle-division [cleared-data]: the data the analysis
    may rest on, and the traits that may be used to target
  settle-division -> rank-segments [chosen-division]: the chosen
    division, why it won over the others, and everyone who disagreed
    and on what
  rank-segments -> write-segments [segment-order]: the order, what it
    rests on, and what each segment is expected to return
  write-segments -> issue-version [written-segments]: the segments in
    the wording they were agreed in
  issue-version -> hand-over [issued-segments]: the segments at their
    number, and what changed from the version they replace
  hand-over -> set-review [adoption-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 segments back sooner
deviations:
  test-separation -> draw-candidates [no-separation]: the segments
    differ by less than the noise in the measurement, so the divisions
    are drawn again on other traits
  size-segments -> set-boundary [market-is-smaller]: the market turns
    out to be smaller than the question assumed, so the boundary is set
    again before anything is divided
  test-reach -> draw-candidates [segment-cannot-be-reached]: the record
    cannot find a segment or the channels cannot reach it, so it is
    drawn again on traits the record already carries
  clear-data -> draw-candidates [source-or-trait-ruled-out]: legal
    rules out a source or a trait, so every division resting on it is
    rebuilt without it or dropped
  settle-division -> draw-candidates [room-cannot-agree]: the room
    cannot settle on one division, so the candidates are drawn again on
    what the disagreement named
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for leadership, the sales side, the
           expert and legal>
  systems: the customer and revenue record (read), the CRM (read),
           analytics platforms (read), enrichment sources (read),
           licensed market data (read, cap: <what may be bought
           without asking>), ad platforms (read),
           the survey and interview system (trigger),
           the response record (write), the model store (write),
           the calculation record (write), the evidence store (write),
           the decision record (write), the standards store (write),
           the review schedule (write), the notification channel (write)
  data:    the question the segmentation has to settle,
           <your market definitions>, <your account and revenue
           history> over <what period>, the terms attached to every
           data set the analysis rests on, <your recorded ideal
           customer profile> <version>
policy:
  the market boundary is set by named people before any evidence is
    gathered, and the evidence is gathered against that boundary
  every fact in the evidence carries the source it came from and the
    date it was read
  the traits the market is divided on are written down before any
    candidate division is drawn
  a difference the data cannot support is reported as inside the noise,
    and no candidate division rests on it
  no candidate division reaches the room without its size, its reach
    test and its separation test
  the division is chosen by named people, and the choice is never
    delegated to an agent
  the people who sell to these segments sit in the room where the
    division is settled, and a division settled without them is not
    recorded
  a disagreement is recorded with the segments, naming who disagreed
    and what they disagreed with
  the run does not close until every agent that plans, targets or
    qualifies against the segments has said what it changes, and an agent
    that changes nothing says why
  no list of contacts or accounts is built in any platform in this run
  a recorded set of segments 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 question to the recorded segments
  coverage: <share> of the revenue in <what period> that falls inside a
            named segment
  reach: <share> of each segment the organization can already identify
         in its own record
  quality gate: no segment set is recorded without its sizes, its
                separation test, its disagreement, and an answer from
                every agent that acts on 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

45 blanks to fill. Everything else is the process.

this process from: ref/mkt/segment-the-market 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.