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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 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 Technologya capability gap is identified → the tool is chosen, contracted and owned
a requirement nobody could testevery candidate fails a requirementterms the organization cannot acceptfindings the candidate has to answerthe output cannot meet the standardsthe trial shows it cannot do the workthe cost is past what there isno finalist is worth takingthe choice needs more evidencethe terms will not come righta capability gap is identified1Take in the Gapsay what the department cannotdo today2Check What Is Already Own…look in the register forsomething that does it3Write down the Requiremen…what the tool has to do, rankedand testable4Set the Scoring Criteriahow a candidate is judged,fixed beforehand5Brief the Selectionevery agent hears the samerequirements at once6Size What the Tool Has to…the work it would take on andthe agents that use it7Say What Money There Iswhat can be spent this year andin the years after8Search the Marketfind every candidate worthlooking at9Cut to a Shortlistdrop the candidates that miss arequirement10Score the Shortlista verdict on every requirement,per candidate11Check the Terms and the D…what the agreement allows andwhere data sitsa person signs · never an agent12Check the Security and th…how it is secured and what itwould connect toa person signs · never an agent13Check It against the Stan…whether its output can meet thestandards in force14Try the Finalists on Real…a trial on work the departmentactually has15Work out the Whole Costlicence, setup, the people, andthe cost to leave16Compare the Finalistsscores, trial and cost set sideby side17Choose the Toolthe named decider picks one andsays whya person signs · never an agent18Agree the Terms and Signprice, term, exit, and what thesupplier must meeta person signs · never an agent19Write It into the Registerowner, cost, term and renewaldate20Hand It to the Ownerthe owner takes it on with adate to review it21Record What Was Learnedwhat to repeat, what to avoidthe 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.

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 LangGraph

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

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

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.

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

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.

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

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.

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.