Catalog / Business processes / Marketing / Objective-to-Commitment / Select Marketing Technology
reference process · marketing · 21 activities · 18 on the roster
Select Marketing Technology
Somebody reports that the department cannot do something it needs to do, and this process ends with one tool chosen and under an agreement. The requirements and the scoring criteria are written down and dated before any candidate is looked at, so every candidate is judged against the same list whenever it arrived. The department goes to market with one set of questions, scores what comes back, checks the terms, the security and the standards alongside the scoring, and tries the finalists on work it actually has. Named people choose the tool and sign the agreement, and the run closes once the entry is in the register with an owner, a cost, a term and a renewal date against it.
The walk
The document
One run
Adoption
The activities
What happens in a run
21 activities from a capability gap is identified to the tool is chosen, contracted and owned, 4 of them gates a person has to sign. Drag the diagram to move along it.
Select Marketing Technology a capability gap is identified → the tool is chosen, contracted and owned
a requirement nobody could test every candidate fails a requirement terms the organization cannot accept findings the candidate has to answer the output cannot meet the standards the trial shows it cannot do the work the cost is past what there is no finalist is worth taking the choice needs more evidence the terms will not come right a capability gap is identified 1 Take in the Gap say what the department cannot do today 2 Check What Is Already Own… look in the register for something that does it 3 Write down the Requiremen… what the tool has to do, ranked and testable 4 Set the Scoring Criteria how a candidate is judged, fixed beforehand 5 Brief the Selection every agent hears the same requirements at once 6 Size What the Tool Has to… the work it would take on and the agents that use it 7 Say What Money There Is what can be spent this year and in the years after 8 Search the Market find every candidate worth looking at 9 Cut to a Shortlist drop the candidates that miss a requirement 10 Score the Shortlist a verdict on every requirement, per candidate 11 Check the Terms and the D… what the agreement allows and where data sits a person signs · never an agent 12 Check the Security and th… how it is secured and what it would connect to a person signs · never an agent 13 Check It against the Stan… whether its output can meet the standards in force 14 Try the Finalists on Real… a trial on work the department actually has 15 Work out the Whole Cost licence, setup, the people, and the cost to leave 16 Compare the Finalists scores, trial and cost set side by side 17 Choose the Tool the named decider picks one and says why a person signs · never an agent 18 Agree the Terms and Sign price, term, exit, and what the supplier must meet a person signs · never an agent 19 Write It into the Register owner, cost, term and renewal date 20 Hand It to the Owner the owner takes it on with a date to review it 21 Record What Was Learned what to repeat, what to avoid the tool is chosen, contracted and owned
The roster this process needs
Hover a name to see the activities it holds. A dashed one is a person, and stays one.
The document
The document, with the blanks marked
Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.
Use in LangGraph
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Use in Google ADK
PROCESS: select marketing technology
id: <team> /select-marketing-technology v1
from: ref/mkt/select-marketing-technology v1
owner: <who> effective: <date>
trigger: a capability gap is raised in <your planning process>
watch: record=<a capability gap>
system=<your planning process>
change=<a capability gap is raised>
concurrency: runs may overlap - <how many> searches open at once, and
two searches for the same capability are merged into one
goal: one tool chosen against requirements written down before any
candidate was seen, contracted on terms the organization accepts,
and recorded in the register with an owner and a renewal date
phases:
take-in-gap - human: read the gap as the requester states it and
write down what the department cannot do today
owner: supplier-manager after: trigger
automation: <level>
check-owned - system: read the register for something the
department already buys that does the job or comes
near it
owner: supplier-manager after: take-in-gap
by: <days> automation: <level>
requirements - human: what the tool has to do, ranked, each one
written so a candidate can be tested against it
owner: supplier-manager after: check-owned
by: <days> automation: <level>
set-criteria - human: how a candidate is judged and what a pass
takes, fixed at a version and dated
owner: supplier-check after: requirements
by: <days> automation: <level>
brief-selection - convenes briefing: every agent hears the same
requirements, the criteria and the due date at once
owner: supplier-manager after: set-criteria
automation: <level>
size-load - human: the volume of work the tool would carry and
the agents that would use it
owner: capacity-manager after: brief-selection
by: <days> automation: <level>
confirm-money - human: what can be spent this year and what a
renewal would take in the years after. <who>
confirms the figure
owner: budget-keeper after: brief-selection
automation: <level>
search-market - runs collect-and-report: one set of questions in
one format to every candidate, every answer kept
against the candidate that gave it
owner: supplier-manager after: brief-selection
by: <weeks> automation: <level>
shortlist - human: the candidates that miss a requirement are
dropped, each with the requirement it failed
owner: supplier-manager
after: size-load + confirm-money + search-market
by: <days> automation: <level>
score-shortlist - runs assessment: every requirement gets a verdict
for every candidate, against the list at the
version it was fixed at
owner: supplier-check after: shortlist
by: <days> automation: <level>
check-terms - runs assessment: what the agreement allows, where
the data would sit, and what the consent record
covers
owner: <your legal role> after: score-shortlist
by: <days> automation: never
check-security - human: how the candidate secures the data, what it
would connect to, and what it would be given
owner: <your systems owner> after: score-shortlist
by: <days> automation: never
check-standards - runs assessment: whether the work the tool produces
can meet the standards in force
owner: standards-keeper after: score-shortlist
by: <days> automation: <level>
trial-finalists - runs bake-off: each finalist takes the same work
the department actually has, over the same period,
measured the same way
owner: supplier-manager after: score-shortlist
by: <weeks> automation: <level>
whole-cost - human: the licence, the setup, the people it takes
to run, and what leaving would cost
owner: budget-keeper after: trial-finalists
by: <days> automation: <level>
compare - human: the finalists side by side against one list,
with what each one would rule out
owner: decision-coordinator
after: check-terms + check-security +
check-standards + whole-cost
by: <days> automation: <level>
choose-tool - convenes decide-and-announce: <who> picks one, says
why, and every agent waiting on it hears at the
same time
owner: decision-coordinator after: compare
by: <days> automation: never
agree-terms - convenes approval: the price, the term, the notice
a cancellation needs, and what the supplier has to
meet. Legal and finance sign as named signers
owner: <your legal role> after: choose-tool
by: <weeks> automation: never
register-entry - human: the entry lands with what it is for, its
owner, its cost, its term and its renewal date
owner: supplier-manager after: agree-terms
automation: <level>
hand-over - human: the owner takes the tool on, the work to put
it into use goes in the book, and the date it comes
back up is set
owner: supplier-manager after: register-entry
by: <days> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: supplier-manager after: hand-over
automation: <level>
run-scoped:
status - runs roll-call owner: supplier-manager
every: <cadence>
from: brief-selection until: choose-tool
money - runs allocate-and-reconcile owner: budget-keeper
from: confirm-money until: run close
handoffs:
take-in-gap -> check-owned [the-gap]: what the department cannot do
today, in one line the requirements are written from
check-owned -> requirements [near-misses]: what the register already
holds that comes near, and what each of those falls short on
requirements -> set-criteria [ranked-requirements]: the requirements
ranked, each written so a candidate can be tested against it
set-criteria -> brief-selection [fixed-criteria]: the requirements
and the criteria at a version, dated before any candidate was
looked at
brief-selection -> search-market [selection-brief]: the requirements
as every agent heard them, and the date the choice is due
size-load -> shortlist [expected-load]: the volume of work the tool
would carry and the agents that would use it
confirm-money -> shortlist [money-available]: what is available this
year, and what a renewal would take in the years after
search-market -> shortlist [candidates-found]: every candidate found,
with where it came from and what it answered, and a candidate that
did not answer recorded as missing
shortlist -> score-shortlist [surviving-candidates]: the candidates
left, and the requirement each dropped candidate failed
score-shortlist -> trial-finalists [candidate-scores]: a verdict per
requirement per candidate with the evidence behind it, and every
requirement that could not be tested marked as not tested
check-terms -> compare [terms-and-data]: what the agreement allows,
where the data would sit, and what the consent record covers
check-security -> compare [security-findings]: how the candidate
secures the data, what it would connect to, and what it would be
given
check-standards -> compare [standards-verdict]: whether the work the
tool produces can meet the standards in force, with the rule behind
every failure
trial-finalists -> whole-cost [trial-results]: what each finalist did
on the same work, with the figures and the range around each one
whole-cost -> compare [total-cost]: the licence, the setup, the
people it takes to run, and what leaving would cost
compare -> choose-tool [comparison]: the finalists set side by side
against one list, and what taking each one would rule out
choose-tool -> agree-terms [chosen-tool]: the chosen tool, who
decided, on what date, for what reasons, and anyone who disagreed
agree-terms -> register-entry [signed-agreement]: the signed
agreement, the price, the term, and the notice a cancellation needs
register-entry -> hand-over [register-record]: the entry with its
owner, its cost, its term and its renewal date
hand-over -> record-learnings [ownership-handover]: what the owner
took on, and what will be measured to tell whether the tool earned
its place
deviations:
score-shortlist -> search-market [requirement-not-tested]: a
requirement could not be tested on what a candidate supplied, so
the question goes back to the market while the search is open
score-shortlist -> requirements [all-candidates-fail]: every
candidate fails a requirement, so the requirements are written
again or the search is stopped
check-terms -> shortlist [terms-unacceptable]: the agreement holds
terms the organization cannot accept, so that candidate leaves the
shortlist
check-security -> score-shortlist [security-findings-open]: the
security review raises findings the candidate has to answer, so the
scoring runs again on what comes back
check-standards -> shortlist [standards-not-met]: the tool's output
cannot meet the standards in force, so that candidate leaves the
shortlist
trial-finalists -> shortlist [trial-fails]: the trial shows a
finalist cannot do the work, so it drops out and the run carries on
with the candidates left
whole-cost -> confirm-money [cost-past-the-money]: the whole cost is
past what there is, so the money is confirmed again before anything
is compared
compare -> search-market [no-finalist-worth-taking]: no finalist is
worth taking, so the market is searched again against the same
requirements
choose-tool -> trial-finalists [choice-needs-more-evidence]: the
people who decide want more evidence, so the finalists are tried
again on the point they named
agree-terms -> choose-tool [terms-will-not-come-right]: the terms
cannot be agreed, so the choice is made again on the candidates
that are left
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, the systems
owner, the security reviewer, legal, finance and leadership>
systems: the supplier and registration record (write),
the requirements record (write), the scoring record (write),
the budget record (write), the book of work (write),
the decision record (write), a trial environment (read),
the accounting record for the period (read),
the consent record (read)
data: the requirements and the criteria at the version they were
fixed at, <your security and privacy standards> <version> ,
<your accessibility standard> <version> , the marketing
standards at their versions, the budget for the period,
the register as it stands
policy:
the requirements and the criteria are written down and dated before
any candidate is looked at
every candidate is scored against the same list, and a requirement
that could not be tested is recorded as not tested
a change to the requirements after candidates have been seen goes in
as a new version, and every score made against the earlier version
is marked
a candidate with a relationship to the organization or to anyone
deciding is declared before scoring starts
no agreement is entered into by an agent. Named people sign it and
finance commits the money
a tool that would hold contact data goes into use only when the
consent record covers what it will do with that data
no entry goes into the register without a named owner and a renewal
date
measures:
cycle time: <target> from the gap to the signed agreement
coverage: <share> of the requirements carrying a tested verdict on
the tool that was chosen
quality gate: nothing is signed without a scored comparison behind it
and a named person who decided
Copy
Take it somewhere
Use this process in LangGraph
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
353 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: select marketing technology
id: <team>/select-marketing-technology v1
from: ref/mkt/select-marketing-technology v1
owner: <who> effective: <date>
trigger: a capability gap is raised in <your planning process>
watch: record=<a capability gap>
system=<your planning process>
change=<a capability gap is raised>
concurrency: runs may overlap - <how many> searches open at once, and
two searches for the same capability are merged into one
goal: one tool chosen against requirements written down before any
candidate was seen, contracted on terms the organization accepts,
and recorded in the register with an owner and a renewal date
phases:
take-in-gap - human: read the gap as the requester states it and
write down what the department cannot do today
owner: supplier-manager after: trigger
automation: <level>
check-owned - system: read the register for something the
department already buys that does the job or comes
near it
owner: supplier-manager after: take-in-gap
by: <days> automation: <level>
requirements - human: what the tool has to do, ranked, each one
written so a candidate can be tested against it
owner: supplier-manager after: check-owned
by: <days> automation: <level>
set-criteria - human: how a candidate is judged and what a pass
takes, fixed at a version and dated
owner: supplier-check after: requirements
by: <days> automation: <level>
brief-selection - convenes briefing: every agent hears the same
requirements, the criteria and the due date at once
owner: supplier-manager after: set-criteria
automation: <level>
size-load - human: the volume of work the tool would carry and
the agents that would use it
owner: capacity-manager after: brief-selection
by: <days> automation: <level>
confirm-money - human: what can be spent this year and what a
renewal would take in the years after. <who>
confirms the figure
owner: budget-keeper after: brief-selection
automation: <level>
search-market - runs collect-and-report: one set of questions in
one format to every candidate, every answer kept
against the candidate that gave it
owner: supplier-manager after: brief-selection
by: <weeks> automation: <level>
shortlist - human: the candidates that miss a requirement are
dropped, each with the requirement it failed
owner: supplier-manager
after: size-load + confirm-money + search-market
by: <days> automation: <level>
score-shortlist - runs assessment: every requirement gets a verdict
for every candidate, against the list at the
version it was fixed at
owner: supplier-check after: shortlist
by: <days> automation: <level>
check-terms - runs assessment: what the agreement allows, where
the data would sit, and what the consent record
covers
owner: <your legal role> after: score-shortlist
by: <days> automation: never
check-security - human: how the candidate secures the data, what it
would connect to, and what it would be given
owner: <your systems owner> after: score-shortlist
by: <days> automation: never
check-standards - runs assessment: whether the work the tool produces
can meet the standards in force
owner: standards-keeper after: score-shortlist
by: <days> automation: <level>
trial-finalists - runs bake-off: each finalist takes the same work
the department actually has, over the same period,
measured the same way
owner: supplier-manager after: score-shortlist
by: <weeks> automation: <level>
whole-cost - human: the licence, the setup, the people it takes
to run, and what leaving would cost
owner: budget-keeper after: trial-finalists
by: <days> automation: <level>
compare - human: the finalists side by side against one list,
with what each one would rule out
owner: decision-coordinator
after: check-terms + check-security +
check-standards + whole-cost
by: <days> automation: <level>
choose-tool - convenes decide-and-announce: <who> picks one, says
why, and every agent waiting on it hears at the
same time
owner: decision-coordinator after: compare
by: <days> automation: never
agree-terms - convenes approval: the price, the term, the notice
a cancellation needs, and what the supplier has to
meet. Legal and finance sign as named signers
owner: <your legal role> after: choose-tool
by: <weeks> automation: never
register-entry - human: the entry lands with what it is for, its
owner, its cost, its term and its renewal date
owner: supplier-manager after: agree-terms
automation: <level>
hand-over - human: the owner takes the tool on, the work to put
it into use goes in the book, and the date it comes
back up is set
owner: supplier-manager after: register-entry
by: <days> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: supplier-manager after: hand-over
automation: <level>
run-scoped:
status - runs roll-call owner: supplier-manager
every: <cadence>
from: brief-selection until: choose-tool
money - runs allocate-and-reconcile owner: budget-keeper
from: confirm-money until: run close
handoffs:
take-in-gap -> check-owned [the-gap]: what the department cannot do
today, in one line the requirements are written from
check-owned -> requirements [near-misses]: what the register already
holds that comes near, and what each of those falls short on
requirements -> set-criteria [ranked-requirements]: the requirements
ranked, each written so a candidate can be tested against it
set-criteria -> brief-selection [fixed-criteria]: the requirements
and the criteria at a version, dated before any candidate was
looked at
brief-selection -> search-market [selection-brief]: the requirements
as every agent heard them, and the date the choice is due
size-load -> shortlist [expected-load]: the volume of work the tool
would carry and the agents that would use it
confirm-money -> shortlist [money-available]: what is available this
year, and what a renewal would take in the years after
search-market -> shortlist [candidates-found]: every candidate found,
with where it came from and what it answered, and a candidate that
did not answer recorded as missing
shortlist -> score-shortlist [surviving-candidates]: the candidates
left, and the requirement each dropped candidate failed
score-shortlist -> trial-finalists [candidate-scores]: a verdict per
requirement per candidate with the evidence behind it, and every
requirement that could not be tested marked as not tested
check-terms -> compare [terms-and-data]: what the agreement allows,
where the data would sit, and what the consent record covers
check-security -> compare [security-findings]: how the candidate
secures the data, what it would connect to, and what it would be
given
check-standards -> compare [standards-verdict]: whether the work the
tool produces can meet the standards in force, with the rule behind
every failure
trial-finalists -> whole-cost [trial-results]: what each finalist did
on the same work, with the figures and the range around each one
whole-cost -> compare [total-cost]: the licence, the setup, the
people it takes to run, and what leaving would cost
compare -> choose-tool [comparison]: the finalists set side by side
against one list, and what taking each one would rule out
choose-tool -> agree-terms [chosen-tool]: the chosen tool, who
decided, on what date, for what reasons, and anyone who disagreed
agree-terms -> register-entry [signed-agreement]: the signed
agreement, the price, the term, and the notice a cancellation needs
register-entry -> hand-over [register-record]: the entry with its
owner, its cost, its term and its renewal date
hand-over -> record-learnings [ownership-handover]: what the owner
took on, and what will be measured to tell whether the tool earned
its place
deviations:
score-shortlist -> search-market [requirement-not-tested]: a
requirement could not be tested on what a candidate supplied, so
the question goes back to the market while the search is open
score-shortlist -> requirements [all-candidates-fail]: every
candidate fails a requirement, so the requirements are written
again or the search is stopped
check-terms -> shortlist [terms-unacceptable]: the agreement holds
terms the organization cannot accept, so that candidate leaves the
shortlist
check-security -> score-shortlist [security-findings-open]: the
security review raises findings the candidate has to answer, so the
scoring runs again on what comes back
check-standards -> shortlist [standards-not-met]: the tool's output
cannot meet the standards in force, so that candidate leaves the
shortlist
trial-finalists -> shortlist [trial-fails]: the trial shows a
finalist cannot do the work, so it drops out and the run carries on
with the candidates left
whole-cost -> confirm-money [cost-past-the-money]: the whole cost is
past what there is, so the money is confirmed again before anything
is compared
compare -> search-market [no-finalist-worth-taking]: no finalist is
worth taking, so the market is searched again against the same
requirements
choose-tool -> trial-finalists [choice-needs-more-evidence]: the
people who decide want more evidence, so the finalists are tried
again on the point they named
agree-terms -> choose-tool [terms-will-not-come-right]: the terms
cannot be agreed, so the choice is made again on the candidates
that are left
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, the systems
owner, the security reviewer, legal, finance and leadership>
systems: the supplier and registration record (write),
the requirements record (write), the scoring record (write),
the budget record (write), the book of work (write),
the decision record (write), a trial environment (read),
the accounting record for the period (read),
the consent record (read)
data: the requirements and the criteria at the version they were
fixed at, <your security and privacy standards> <version>,
<your accessibility standard> <version>, the marketing
standards at their versions, the budget for the period,
the register as it stands
policy:
the requirements and the criteria are written down and dated before
any candidate is looked at
every candidate is scored against the same list, and a requirement
that could not be tested is recorded as not tested
a change to the requirements after candidates have been seen goes in
as a new version, and every score made against the earlier version
is marked
a candidate with a relationship to the organization or to anyone
deciding is declared before scoring starts
no agreement is entered into by an agent. Named people sign it and
finance commits the money
a tool that would hold contact data goes into use only when the
consent record covers what it will do with that data
no entry goes into the register without a named owner and a renewal
date
measures:
cycle time: <target> from the gap to the signed agreement
coverage: <share> of the requirements carrying a tested verdict on
the tool that was chosen
quality gate: nothing is signed without a scored comparison behind it
and a named person who decided
```
Take it somewhere
Use this process in Microsoft Agent Framework
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
408 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: select marketing technology
id: <team>/select-marketing-technology v1
from: ref/mkt/select-marketing-technology v1
owner: <who> effective: <date>
trigger: a capability gap is raised in <your planning process>
watch: record=<a capability gap>
system=<your planning process>
change=<a capability gap is raised>
concurrency: runs may overlap - <how many> searches open at once, and
two searches for the same capability are merged into one
goal: one tool chosen against requirements written down before any
candidate was seen, contracted on terms the organization accepts,
and recorded in the register with an owner and a renewal date
phases:
take-in-gap - human: read the gap as the requester states it and
write down what the department cannot do today
owner: supplier-manager after: trigger
automation: <level>
check-owned - system: read the register for something the
department already buys that does the job or comes
near it
owner: supplier-manager after: take-in-gap
by: <days> automation: <level>
requirements - human: what the tool has to do, ranked, each one
written so a candidate can be tested against it
owner: supplier-manager after: check-owned
by: <days> automation: <level>
set-criteria - human: how a candidate is judged and what a pass
takes, fixed at a version and dated
owner: supplier-check after: requirements
by: <days> automation: <level>
brief-selection - convenes briefing: every agent hears the same
requirements, the criteria and the due date at once
owner: supplier-manager after: set-criteria
automation: <level>
size-load - human: the volume of work the tool would carry and
the agents that would use it
owner: capacity-manager after: brief-selection
by: <days> automation: <level>
confirm-money - human: what can be spent this year and what a
renewal would take in the years after. <who>
confirms the figure
owner: budget-keeper after: brief-selection
automation: <level>
search-market - runs collect-and-report: one set of questions in
one format to every candidate, every answer kept
against the candidate that gave it
owner: supplier-manager after: brief-selection
by: <weeks> automation: <level>
shortlist - human: the candidates that miss a requirement are
dropped, each with the requirement it failed
owner: supplier-manager
after: size-load + confirm-money + search-market
by: <days> automation: <level>
score-shortlist - runs assessment: every requirement gets a verdict
for every candidate, against the list at the
version it was fixed at
owner: supplier-check after: shortlist
by: <days> automation: <level>
check-terms - runs assessment: what the agreement allows, where
the data would sit, and what the consent record
covers
owner: <your legal role> after: score-shortlist
by: <days> automation: never
check-security - human: how the candidate secures the data, what it
would connect to, and what it would be given
owner: <your systems owner> after: score-shortlist
by: <days> automation: never
check-standards - runs assessment: whether the work the tool produces
can meet the standards in force
owner: standards-keeper after: score-shortlist
by: <days> automation: <level>
trial-finalists - runs bake-off: each finalist takes the same work
the department actually has, over the same period,
measured the same way
owner: supplier-manager after: score-shortlist
by: <weeks> automation: <level>
whole-cost - human: the licence, the setup, the people it takes
to run, and what leaving would cost
owner: budget-keeper after: trial-finalists
by: <days> automation: <level>
compare - human: the finalists side by side against one list,
with what each one would rule out
owner: decision-coordinator
after: check-terms + check-security +
check-standards + whole-cost
by: <days> automation: <level>
choose-tool - convenes decide-and-announce: <who> picks one, says
why, and every agent waiting on it hears at the
same time
owner: decision-coordinator after: compare
by: <days> automation: never
agree-terms - convenes approval: the price, the term, the notice
a cancellation needs, and what the supplier has to
meet. Legal and finance sign as named signers
owner: <your legal role> after: choose-tool
by: <weeks> automation: never
register-entry - human: the entry lands with what it is for, its
owner, its cost, its term and its renewal date
owner: supplier-manager after: agree-terms
automation: <level>
hand-over - human: the owner takes the tool on, the work to put
it into use goes in the book, and the date it comes
back up is set
owner: supplier-manager after: register-entry
by: <days> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: supplier-manager after: hand-over
automation: <level>
run-scoped:
status - runs roll-call owner: supplier-manager
every: <cadence>
from: brief-selection until: choose-tool
money - runs allocate-and-reconcile owner: budget-keeper
from: confirm-money until: run close
handoffs:
take-in-gap -> check-owned [the-gap]: what the department cannot do
today, in one line the requirements are written from
check-owned -> requirements [near-misses]: what the register already
holds that comes near, and what each of those falls short on
requirements -> set-criteria [ranked-requirements]: the requirements
ranked, each written so a candidate can be tested against it
set-criteria -> brief-selection [fixed-criteria]: the requirements
and the criteria at a version, dated before any candidate was
looked at
brief-selection -> search-market [selection-brief]: the requirements
as every agent heard them, and the date the choice is due
size-load -> shortlist [expected-load]: the volume of work the tool
would carry and the agents that would use it
confirm-money -> shortlist [money-available]: what is available this
year, and what a renewal would take in the years after
search-market -> shortlist [candidates-found]: every candidate found,
with where it came from and what it answered, and a candidate that
did not answer recorded as missing
shortlist -> score-shortlist [surviving-candidates]: the candidates
left, and the requirement each dropped candidate failed
score-shortlist -> trial-finalists [candidate-scores]: a verdict per
requirement per candidate with the evidence behind it, and every
requirement that could not be tested marked as not tested
check-terms -> compare [terms-and-data]: what the agreement allows,
where the data would sit, and what the consent record covers
check-security -> compare [security-findings]: how the candidate
secures the data, what it would connect to, and what it would be
given
check-standards -> compare [standards-verdict]: whether the work the
tool produces can meet the standards in force, with the rule behind
every failure
trial-finalists -> whole-cost [trial-results]: what each finalist did
on the same work, with the figures and the range around each one
whole-cost -> compare [total-cost]: the licence, the setup, the
people it takes to run, and what leaving would cost
compare -> choose-tool [comparison]: the finalists set side by side
against one list, and what taking each one would rule out
choose-tool -> agree-terms [chosen-tool]: the chosen tool, who
decided, on what date, for what reasons, and anyone who disagreed
agree-terms -> register-entry [signed-agreement]: the signed
agreement, the price, the term, and the notice a cancellation needs
register-entry -> hand-over [register-record]: the entry with its
owner, its cost, its term and its renewal date
hand-over -> record-learnings [ownership-handover]: what the owner
took on, and what will be measured to tell whether the tool earned
its place
deviations:
score-shortlist -> search-market [requirement-not-tested]: a
requirement could not be tested on what a candidate supplied, so
the question goes back to the market while the search is open
score-shortlist -> requirements [all-candidates-fail]: every
candidate fails a requirement, so the requirements are written
again or the search is stopped
check-terms -> shortlist [terms-unacceptable]: the agreement holds
terms the organization cannot accept, so that candidate leaves the
shortlist
check-security -> score-shortlist [security-findings-open]: the
security review raises findings the candidate has to answer, so the
scoring runs again on what comes back
check-standards -> shortlist [standards-not-met]: the tool's output
cannot meet the standards in force, so that candidate leaves the
shortlist
trial-finalists -> shortlist [trial-fails]: the trial shows a
finalist cannot do the work, so it drops out and the run carries on
with the candidates left
whole-cost -> confirm-money [cost-past-the-money]: the whole cost is
past what there is, so the money is confirmed again before anything
is compared
compare -> search-market [no-finalist-worth-taking]: no finalist is
worth taking, so the market is searched again against the same
requirements
choose-tool -> trial-finalists [choice-needs-more-evidence]: the
people who decide want more evidence, so the finalists are tried
again on the point they named
agree-terms -> choose-tool [terms-will-not-come-right]: the terms
cannot be agreed, so the choice is made again on the candidates
that are left
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, the systems
owner, the security reviewer, legal, finance and leadership>
systems: the supplier and registration record (write),
the requirements record (write), the scoring record (write),
the budget record (write), the book of work (write),
the decision record (write), a trial environment (read),
the accounting record for the period (read),
the consent record (read)
data: the requirements and the criteria at the version they were
fixed at, <your security and privacy standards> <version>,
<your accessibility standard> <version>, the marketing
standards at their versions, the budget for the period,
the register as it stands
policy:
the requirements and the criteria are written down and dated before
any candidate is looked at
every candidate is scored against the same list, and a requirement
that could not be tested is recorded as not tested
a change to the requirements after candidates have been seen goes in
as a new version, and every score made against the earlier version
is marked
a candidate with a relationship to the organization or to anyone
deciding is declared before scoring starts
no agreement is entered into by an agent. Named people sign it and
finance commits the money
a tool that would hold contact data goes into use only when the
consent record covers what it will do with that data
no entry goes into the register without a named owner and a renewal
date
measures:
cycle time: <target> from the gap to the signed agreement
coverage: <share> of the requirements carrying a tested verdict on
the tool that was chosen
quality gate: nothing is signed without a scored comparison behind it
and a named person who decided
```
Take it somewhere
Use this process in CrewAI Flows
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
413 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: select marketing technology
id: <team>/select-marketing-technology v1
from: ref/mkt/select-marketing-technology v1
owner: <who> effective: <date>
trigger: a capability gap is raised in <your planning process>
watch: record=<a capability gap>
system=<your planning process>
change=<a capability gap is raised>
concurrency: runs may overlap - <how many> searches open at once, and
two searches for the same capability are merged into one
goal: one tool chosen against requirements written down before any
candidate was seen, contracted on terms the organization accepts,
and recorded in the register with an owner and a renewal date
phases:
take-in-gap - human: read the gap as the requester states it and
write down what the department cannot do today
owner: supplier-manager after: trigger
automation: <level>
check-owned - system: read the register for something the
department already buys that does the job or comes
near it
owner: supplier-manager after: take-in-gap
by: <days> automation: <level>
requirements - human: what the tool has to do, ranked, each one
written so a candidate can be tested against it
owner: supplier-manager after: check-owned
by: <days> automation: <level>
set-criteria - human: how a candidate is judged and what a pass
takes, fixed at a version and dated
owner: supplier-check after: requirements
by: <days> automation: <level>
brief-selection - convenes briefing: every agent hears the same
requirements, the criteria and the due date at once
owner: supplier-manager after: set-criteria
automation: <level>
size-load - human: the volume of work the tool would carry and
the agents that would use it
owner: capacity-manager after: brief-selection
by: <days> automation: <level>
confirm-money - human: what can be spent this year and what a
renewal would take in the years after. <who>
confirms the figure
owner: budget-keeper after: brief-selection
automation: <level>
search-market - runs collect-and-report: one set of questions in
one format to every candidate, every answer kept
against the candidate that gave it
owner: supplier-manager after: brief-selection
by: <weeks> automation: <level>
shortlist - human: the candidates that miss a requirement are
dropped, each with the requirement it failed
owner: supplier-manager
after: size-load + confirm-money + search-market
by: <days> automation: <level>
score-shortlist - runs assessment: every requirement gets a verdict
for every candidate, against the list at the
version it was fixed at
owner: supplier-check after: shortlist
by: <days> automation: <level>
check-terms - runs assessment: what the agreement allows, where
the data would sit, and what the consent record
covers
owner: <your legal role> after: score-shortlist
by: <days> automation: never
check-security - human: how the candidate secures the data, what it
would connect to, and what it would be given
owner: <your systems owner> after: score-shortlist
by: <days> automation: never
check-standards - runs assessment: whether the work the tool produces
can meet the standards in force
owner: standards-keeper after: score-shortlist
by: <days> automation: <level>
trial-finalists - runs bake-off: each finalist takes the same work
the department actually has, over the same period,
measured the same way
owner: supplier-manager after: score-shortlist
by: <weeks> automation: <level>
whole-cost - human: the licence, the setup, the people it takes
to run, and what leaving would cost
owner: budget-keeper after: trial-finalists
by: <days> automation: <level>
compare - human: the finalists side by side against one list,
with what each one would rule out
owner: decision-coordinator
after: check-terms + check-security +
check-standards + whole-cost
by: <days> automation: <level>
choose-tool - convenes decide-and-announce: <who> picks one, says
why, and every agent waiting on it hears at the
same time
owner: decision-coordinator after: compare
by: <days> automation: never
agree-terms - convenes approval: the price, the term, the notice
a cancellation needs, and what the supplier has to
meet. Legal and finance sign as named signers
owner: <your legal role> after: choose-tool
by: <weeks> automation: never
register-entry - human: the entry lands with what it is for, its
owner, its cost, its term and its renewal date
owner: supplier-manager after: agree-terms
automation: <level>
hand-over - human: the owner takes the tool on, the work to put
it into use goes in the book, and the date it comes
back up is set
owner: supplier-manager after: register-entry
by: <days> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: supplier-manager after: hand-over
automation: <level>
run-scoped:
status - runs roll-call owner: supplier-manager
every: <cadence>
from: brief-selection until: choose-tool
money - runs allocate-and-reconcile owner: budget-keeper
from: confirm-money until: run close
handoffs:
take-in-gap -> check-owned [the-gap]: what the department cannot do
today, in one line the requirements are written from
check-owned -> requirements [near-misses]: what the register already
holds that comes near, and what each of those falls short on
requirements -> set-criteria [ranked-requirements]: the requirements
ranked, each written so a candidate can be tested against it
set-criteria -> brief-selection [fixed-criteria]: the requirements
and the criteria at a version, dated before any candidate was
looked at
brief-selection -> search-market [selection-brief]: the requirements
as every agent heard them, and the date the choice is due
size-load -> shortlist [expected-load]: the volume of work the tool
would carry and the agents that would use it
confirm-money -> shortlist [money-available]: what is available this
year, and what a renewal would take in the years after
search-market -> shortlist [candidates-found]: every candidate found,
with where it came from and what it answered, and a candidate that
did not answer recorded as missing
shortlist -> score-shortlist [surviving-candidates]: the candidates
left, and the requirement each dropped candidate failed
score-shortlist -> trial-finalists [candidate-scores]: a verdict per
requirement per candidate with the evidence behind it, and every
requirement that could not be tested marked as not tested
check-terms -> compare [terms-and-data]: what the agreement allows,
where the data would sit, and what the consent record covers
check-security -> compare [security-findings]: how the candidate
secures the data, what it would connect to, and what it would be
given
check-standards -> compare [standards-verdict]: whether the work the
tool produces can meet the standards in force, with the rule behind
every failure
trial-finalists -> whole-cost [trial-results]: what each finalist did
on the same work, with the figures and the range around each one
whole-cost -> compare [total-cost]: the licence, the setup, the
people it takes to run, and what leaving would cost
compare -> choose-tool [comparison]: the finalists set side by side
against one list, and what taking each one would rule out
choose-tool -> agree-terms [chosen-tool]: the chosen tool, who
decided, on what date, for what reasons, and anyone who disagreed
agree-terms -> register-entry [signed-agreement]: the signed
agreement, the price, the term, and the notice a cancellation needs
register-entry -> hand-over [register-record]: the entry with its
owner, its cost, its term and its renewal date
hand-over -> record-learnings [ownership-handover]: what the owner
took on, and what will be measured to tell whether the tool earned
its place
deviations:
score-shortlist -> search-market [requirement-not-tested]: a
requirement could not be tested on what a candidate supplied, so
the question goes back to the market while the search is open
score-shortlist -> requirements [all-candidates-fail]: every
candidate fails a requirement, so the requirements are written
again or the search is stopped
check-terms -> shortlist [terms-unacceptable]: the agreement holds
terms the organization cannot accept, so that candidate leaves the
shortlist
check-security -> score-shortlist [security-findings-open]: the
security review raises findings the candidate has to answer, so the
scoring runs again on what comes back
check-standards -> shortlist [standards-not-met]: the tool's output
cannot meet the standards in force, so that candidate leaves the
shortlist
trial-finalists -> shortlist [trial-fails]: the trial shows a
finalist cannot do the work, so it drops out and the run carries on
with the candidates left
whole-cost -> confirm-money [cost-past-the-money]: the whole cost is
past what there is, so the money is confirmed again before anything
is compared
compare -> search-market [no-finalist-worth-taking]: no finalist is
worth taking, so the market is searched again against the same
requirements
choose-tool -> trial-finalists [choice-needs-more-evidence]: the
people who decide want more evidence, so the finalists are tried
again on the point they named
agree-terms -> choose-tool [terms-will-not-come-right]: the terms
cannot be agreed, so the choice is made again on the candidates
that are left
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, the systems
owner, the security reviewer, legal, finance and leadership>
systems: the supplier and registration record (write),
the requirements record (write), the scoring record (write),
the budget record (write), the book of work (write),
the decision record (write), a trial environment (read),
the accounting record for the period (read),
the consent record (read)
data: the requirements and the criteria at the version they were
fixed at, <your security and privacy standards> <version>,
<your accessibility standard> <version>, the marketing
standards at their versions, the budget for the period,
the register as it stands
policy:
the requirements and the criteria are written down and dated before
any candidate is looked at
every candidate is scored against the same list, and a requirement
that could not be tested is recorded as not tested
a change to the requirements after candidates have been seen goes in
as a new version, and every score made against the earlier version
is marked
a candidate with a relationship to the organization or to anyone
deciding is declared before scoring starts
no agreement is entered into by an agent. Named people sign it and
finance commits the money
a tool that would hold contact data goes into use only when the
consent record covers what it will do with that data
no entry goes into the register without a named owner and a renewal
date
measures:
cycle time: <target> from the gap to the signed agreement
coverage: <share> of the requirements carrying a tested verdict on
the tool that was chosen
quality gate: nothing is signed without a scored comparison behind it
and a named person who decided
```
Take it somewhere
Use this process in Google ADK
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
404 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: select marketing technology
id: <team>/select-marketing-technology v1
from: ref/mkt/select-marketing-technology v1
owner: <who> effective: <date>
trigger: a capability gap is raised in <your planning process>
watch: record=<a capability gap>
system=<your planning process>
change=<a capability gap is raised>
concurrency: runs may overlap - <how many> searches open at once, and
two searches for the same capability are merged into one
goal: one tool chosen against requirements written down before any
candidate was seen, contracted on terms the organization accepts,
and recorded in the register with an owner and a renewal date
phases:
take-in-gap - human: read the gap as the requester states it and
write down what the department cannot do today
owner: supplier-manager after: trigger
automation: <level>
check-owned - system: read the register for something the
department already buys that does the job or comes
near it
owner: supplier-manager after: take-in-gap
by: <days> automation: <level>
requirements - human: what the tool has to do, ranked, each one
written so a candidate can be tested against it
owner: supplier-manager after: check-owned
by: <days> automation: <level>
set-criteria - human: how a candidate is judged and what a pass
takes, fixed at a version and dated
owner: supplier-check after: requirements
by: <days> automation: <level>
brief-selection - convenes briefing: every agent hears the same
requirements, the criteria and the due date at once
owner: supplier-manager after: set-criteria
automation: <level>
size-load - human: the volume of work the tool would carry and
the agents that would use it
owner: capacity-manager after: brief-selection
by: <days> automation: <level>
confirm-money - human: what can be spent this year and what a
renewal would take in the years after. <who>
confirms the figure
owner: budget-keeper after: brief-selection
automation: <level>
search-market - runs collect-and-report: one set of questions in
one format to every candidate, every answer kept
against the candidate that gave it
owner: supplier-manager after: brief-selection
by: <weeks> automation: <level>
shortlist - human: the candidates that miss a requirement are
dropped, each with the requirement it failed
owner: supplier-manager
after: size-load + confirm-money + search-market
by: <days> automation: <level>
score-shortlist - runs assessment: every requirement gets a verdict
for every candidate, against the list at the
version it was fixed at
owner: supplier-check after: shortlist
by: <days> automation: <level>
check-terms - runs assessment: what the agreement allows, where
the data would sit, and what the consent record
covers
owner: <your legal role> after: score-shortlist
by: <days> automation: never
check-security - human: how the candidate secures the data, what it
would connect to, and what it would be given
owner: <your systems owner> after: score-shortlist
by: <days> automation: never
check-standards - runs assessment: whether the work the tool produces
can meet the standards in force
owner: standards-keeper after: score-shortlist
by: <days> automation: <level>
trial-finalists - runs bake-off: each finalist takes the same work
the department actually has, over the same period,
measured the same way
owner: supplier-manager after: score-shortlist
by: <weeks> automation: <level>
whole-cost - human: the licence, the setup, the people it takes
to run, and what leaving would cost
owner: budget-keeper after: trial-finalists
by: <days> automation: <level>
compare - human: the finalists side by side against one list,
with what each one would rule out
owner: decision-coordinator
after: check-terms + check-security +
check-standards + whole-cost
by: <days> automation: <level>
choose-tool - convenes decide-and-announce: <who> picks one, says
why, and every agent waiting on it hears at the
same time
owner: decision-coordinator after: compare
by: <days> automation: never
agree-terms - convenes approval: the price, the term, the notice
a cancellation needs, and what the supplier has to
meet. Legal and finance sign as named signers
owner: <your legal role> after: choose-tool
by: <weeks> automation: never
register-entry - human: the entry lands with what it is for, its
owner, its cost, its term and its renewal date
owner: supplier-manager after: agree-terms
automation: <level>
hand-over - human: the owner takes the tool on, the work to put
it into use goes in the book, and the date it comes
back up is set
owner: supplier-manager after: register-entry
by: <days> automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: supplier-manager after: hand-over
automation: <level>
run-scoped:
status - runs roll-call owner: supplier-manager
every: <cadence>
from: brief-selection until: choose-tool
money - runs allocate-and-reconcile owner: budget-keeper
from: confirm-money until: run close
handoffs:
take-in-gap -> check-owned [the-gap]: what the department cannot do
today, in one line the requirements are written from
check-owned -> requirements [near-misses]: what the register already
holds that comes near, and what each of those falls short on
requirements -> set-criteria [ranked-requirements]: the requirements
ranked, each written so a candidate can be tested against it
set-criteria -> brief-selection [fixed-criteria]: the requirements
and the criteria at a version, dated before any candidate was
looked at
brief-selection -> search-market [selection-brief]: the requirements
as every agent heard them, and the date the choice is due
size-load -> shortlist [expected-load]: the volume of work the tool
would carry and the agents that would use it
confirm-money -> shortlist [money-available]: what is available this
year, and what a renewal would take in the years after
search-market -> shortlist [candidates-found]: every candidate found,
with where it came from and what it answered, and a candidate that
did not answer recorded as missing
shortlist -> score-shortlist [surviving-candidates]: the candidates
left, and the requirement each dropped candidate failed
score-shortlist -> trial-finalists [candidate-scores]: a verdict per
requirement per candidate with the evidence behind it, and every
requirement that could not be tested marked as not tested
check-terms -> compare [terms-and-data]: what the agreement allows,
where the data would sit, and what the consent record covers
check-security -> compare [security-findings]: how the candidate
secures the data, what it would connect to, and what it would be
given
check-standards -> compare [standards-verdict]: whether the work the
tool produces can meet the standards in force, with the rule behind
every failure
trial-finalists -> whole-cost [trial-results]: what each finalist did
on the same work, with the figures and the range around each one
whole-cost -> compare [total-cost]: the licence, the setup, the
people it takes to run, and what leaving would cost
compare -> choose-tool [comparison]: the finalists set side by side
against one list, and what taking each one would rule out
choose-tool -> agree-terms [chosen-tool]: the chosen tool, who
decided, on what date, for what reasons, and anyone who disagreed
agree-terms -> register-entry [signed-agreement]: the signed
agreement, the price, the term, and the notice a cancellation needs
register-entry -> hand-over [register-record]: the entry with its
owner, its cost, its term and its renewal date
hand-over -> record-learnings [ownership-handover]: what the owner
took on, and what will be measured to tell whether the tool earned
its place
deviations:
score-shortlist -> search-market [requirement-not-tested]: a
requirement could not be tested on what a candidate supplied, so
the question goes back to the market while the search is open
score-shortlist -> requirements [all-candidates-fail]: every
candidate fails a requirement, so the requirements are written
again or the search is stopped
check-terms -> shortlist [terms-unacceptable]: the agreement holds
terms the organization cannot accept, so that candidate leaves the
shortlist
check-security -> score-shortlist [security-findings-open]: the
security review raises findings the candidate has to answer, so the
scoring runs again on what comes back
check-standards -> shortlist [standards-not-met]: the tool's output
cannot meet the standards in force, so that candidate leaves the
shortlist
trial-finalists -> shortlist [trial-fails]: the trial shows a
finalist cannot do the work, so it drops out and the run carries on
with the candidates left
whole-cost -> confirm-money [cost-past-the-money]: the whole cost is
past what there is, so the money is confirmed again before anything
is compared
compare -> search-market [no-finalist-worth-taking]: no finalist is
worth taking, so the market is searched again against the same
requirements
choose-tool -> trial-finalists [choice-needs-more-evidence]: the
people who decide want more evidence, so the finalists are tried
again on the point they named
agree-terms -> choose-tool [terms-will-not-come-right]: the terms
cannot be agreed, so the choice is made again on the candidates
that are left
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, the systems
owner, the security reviewer, legal, finance and leadership>
systems: the supplier and registration record (write),
the requirements record (write), the scoring record (write),
the budget record (write), the book of work (write),
the decision record (write), a trial environment (read),
the accounting record for the period (read),
the consent record (read)
data: the requirements and the criteria at the version they were
fixed at, <your security and privacy standards> <version>,
<your accessibility standard> <version>, the marketing
standards at their versions, the budget for the period,
the register as it stands
policy:
the requirements and the criteria are written down and dated before
any candidate is looked at
every candidate is scored against the same list, and a requirement
that could not be tested is recorded as not tested
a change to the requirements after candidates have been seen goes in
as a new version, and every score made against the earlier version
is marked
a candidate with a relationship to the organization or to anyone
deciding is declared before scoring starts
no agreement is entered into by an agent. Named people sign it and
finance commits the money
a tool that would hold contact data goes into use only when the
consent record covers what it will do with that data
no entry goes into the register without a named owner and a renewal
date
measures:
cycle time: <target> from the gap to the signed agreement
coverage: <share> of the requirements carrying a tested verdict on
the tool that was chosen
quality gate: nothing is signed without a scored comparison behind it
and a named person who decided
```
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
53 blanks to fill. Everything else is the process.
this process
from: ref/mkt/select-marketing-technology 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.