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reference process · partners · 16 activities · 7 on the roster

Find a Partner

The company names a gap it cannot close on its own, and this process finds the candidates that could close it. The gap is written down first, in one line, with the test that says when it is closed. Only then does the search start, so candidates are read against a stated need rather than a need being written afterwards to fit an interesting company. Candidates nobody may work with are removed before anyone speaks to them. What leaves the run is a short list where every name carries the reason it is on the list and the evidence behind it.

The activities

What happens in a run

16 activities from the company names a gap it cannot close alone to a short list, each name carrying its reason and evidence, 2 of them gates a person has to sign. Drag the diagram to move along it.

Find a Partnerthe company names a gap it cannot close alone → a short list, each name carrying its reason and evidence
nobody agrees what closing it looks likea partner we already have could close ittoo few candidates are left to choose fromthe overlap is too closenobody on the list repliedthe list does not cover the gapthe company names a gap it cannot close alone1Take in the Gapwhat the company cannot reachon its own2State the Gap in One Linethe market, customers orcapability, named plainly3Set the Test for Closing …what would be true if the gapwere closed4Decide the Kind of Partnerthe shape of partner the gapactually calls for5Set the Search Boundsgeography, size, segment, andwhat is out of bounds6Look at Who We Already Kn…existing partners and customersare checked first7Search the Marketcandidates found against thegap as it was written8Read Each Candidatewhat each one sells, to whom,and where9Screen Out the Impossibleconflicts, sanctions andcompetitors taken out10Score the Candidateseach candidate scored againstthe closing test11Cut to a Short Listthe candidates worth aconversation, and why12Check for Channel Conflictoverlap with the partners andthe sellers we havea person signs · never an agent13Make First Contactthe approach, and what thecandidate is told14Record Interest and Refus…who replied, who declined, andthe reason given15Confirm the Short Listthe list agreed with the peoplewho must work ita person signs · never an agent16Hand the Short List Onthe list goes to qualificationwith its evidencea short list, each name carrying its reason and evidence
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: find a partner               id: <team>/find-a-partner   v1
from: ref/prt/find-a-partner v1
owner: <who>                          effective: <date>
trigger: a gap the company cannot close alone is approved in <your
         planning process>
         watch: record=<capability gap> system=<your planning process>
                change=<a gap the company cannot close alone is
                approved>
concurrency: runs may overlap - <how many> searches live at once, and
             one gap is searched by one run at a time
goal: a short list of <number> candidates, each scored against the
      written gap, screened for conflict, and carrying the evidence
      behind its score
phases:
  take-in-gap         - human: read the approved gap and write down
                        what the company cannot reach, for which
                        market, and by when it matters
                        owner: partner-manager    after: trigger
                        automation: <level>
  state-gap           - convenes decide-and-announce: the gap written
                        as one line naming the market, the customer
                        set or the capability. <who> confirms it
                        owner: <your partner leadership role>
                        after: take-in-gap        automation: <level>
  set-closing-test    - convenes decide-and-announce: what would be
                        true if the gap were closed, stated so that a
                        candidate can be scored against it
                        owner: partner-manager    after: state-gap
                        by: <days>                automation: <level>
  decide-partner-kind - convenes decide-and-announce: the shape of
                        partner the gap calls for, and the shapes it
                        rules out
                        owner: partner-manager
                        after: set-closing-test    automation: <level>
  set-bounds          - human: geography, size, segment, languages and
                        the named companies the search may not touch
                        owner: partner-manager
                        after: decide-partner-kind
                        automation: <level>
  look-at-known       - runs collect-and-report: the partners, the
                        customers and the suppliers already on the
                        books, read against the gap
                        owner: partner-scout      after: set-bounds
                        by: <days>                automation: <level>
  search-market       - runs collect-and-report: candidates found in
                        <your market sources>, each recorded with the
                        source and the date it was read
                        owner: partner-scout      after: look-at-known
                        by: <days>                automation: <level>
  read-candidates     - runs collect-and-report: what each candidate
                        sells, to whom, in which countries, and who
                        they already work with
                        owner: researcher         after: search-market
                        by: <days>                automation: <level>
  screen-out          - runs assessment: candidates removed for
                        sanctions, ownership, live disputes or being a
                        competitor, with the reason kept per candidate
                        owner: supplier-check
                        after: read-candidates    automation: <level>
  score-candidates    - runs assessment: every remaining candidate
                        scored against the closing test, with the
                        evidence line for each score
                        owner: partner-scout      after: screen-out
                        by: <days>                automation: <level>
  cut-short-list      - convenes decide-and-announce: the candidates
                        worth a conversation, cut to <number>, each
                        with the reason it survived the cut
                        owner: partner-manager
                        after: score-candidates + look-at-known
                        automation: <level>
  check-conflict      - convenes assessment: the short list read
                        against the partners we have and the accounts
                        our own sellers hold
                        owner: <your sales leadership role>
                        after: cut-short-list
                        by: <days>                automation: never
  first-contact       - human: the approach to each candidate, what
                        they are told about the gap, and what is held
                        back until an agreement covers it
                        owner: <your partner leadership role>
                        after: check-conflict     automation: <level>
  record-replies      - human: who replied, who declined, who never
                        answered, and the reason each one gave
                        owner: partner-scout      after: first-contact
                        by: <days>                automation: <level>
  confirm-list        - convenes approval: the short list confirmed by
                        the people who have to work it, at a version
                        and a date
                        owner: <your partner leadership role>
                        after: record-replies     automation: never
  hand-on             - human: the confirmed list, the scores and the
                        screening findings go to qualification
                        owner: partner-manager    after: confirm-list
                        automation: <level>
run-scoped:
  status   - runs roll-call                   owner: partner-manager
             every: <cadence>
             from: search-market   until: run close
  pipeline - runs collect-and-report          owner: partner-scout
             every: <cadence>
             from: read-candidates   until: run close
handoffs:
  take-in-gap -> state-gap [approved-gap]: the approved gap, the market
    it sits in, and the date it starts costing something
  state-gap -> set-closing-test [gap-line]: the gap as one line, at the
    wording the partner leader confirmed
  set-closing-test -> decide-partner-kind [closing-test]: the test,
    written so a candidate can be scored against it rather than admired
  decide-partner-kind -> set-bounds [partner-kind]: the shape of
    partner, and the shapes the gap rules out
  set-bounds -> look-at-known [search-bounds]: the geography, the size
    band, the segment, and the companies the search may not touch
  look-at-known -> search-market [known-companies]: the partners and
    customers already on the books, each marked as able, unable or
    untested against the gap
  search-market -> read-candidates [candidate-names]: the candidate
    names, each with the source it came from and the date it was read
  read-candidates -> screen-out [candidate-profiles]: what each
    candidate sells, to whom, where, and who they already work with
  screen-out -> score-candidates [screening-result]: the surviving
    candidates, and the removed ones with the reason each was removed
  score-candidates -> cut-short-list [candidate-scores]: every score
    against the closing test, with the evidence line behind it
  cut-short-list -> check-conflict [short-list]: the short list at
    <number> names, each with the reason it survived
  check-conflict -> first-contact [overlaps]: the overlaps found,
    account by account, and who owns each one today
  first-contact -> record-replies [approaches-sent]: the approach as
    sent, the date, and what each candidate was told
  record-replies -> confirm-list [replies]: the replies, the refusals
    and the silences, each dated
  confirm-list -> hand-on [confirmed-list]: the confirmed short list,
    at a version, and the names the confirming group struck off
deviations:
  set-closing-test -> state-gap [test-not-agreed]: nobody can agree
    what closing the gap looks like, so the gap is stated again in
    words a candidate can be scored against
  look-at-known -> cut-short-list [known-partner-fits]: a partner
    already on the books could close the gap, so the short list is cut
    with that partner on it and does not wait for the market search and
    the scoring, which still run when a comparison is wanted
  screen-out -> set-bounds [too-few-candidates]: screening leaves too
    few candidates to choose from, so the bounds are set again with a
    name against the widening
  check-conflict -> cut-short-list [overlap-too-close]: the overlap
    with our own partners or sellers is too close, so the short list is
    cut again before anybody is contacted
  record-replies -> search-market [nobody-replied]: nobody on the short
    list replied, so the market is searched again rather than the same
    names being approached with warmer language
  confirm-list -> score-candidates [list-misses-the-gap]: the
    confirming group finds the list does not cover the gap, so the
    candidates are scored against the closing test again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader who rules on conflict, and the person who confirms
           the gap>
  systems: the partner record (write), the CRM (read),
           <your market sources> (read),
           <your screening service> (read, cap: <n>/day),
           the outreach channel (write), the contact record (write)
  data:    <your partner strategy> <version>, <your ideal partner
           profile> <version>, the territory map at a version, the
           list of companies the search may not touch
policy:
  the gap is written before the search starts, and a candidate found
    before the gap was written is scored against it like any other
  a candidate the screening removes is not approached, and the reason
    stays on the record
  no candidate hears anything covered by <your confidentiality rule>
    before an agreement covers it
  an overlap with an account our own sellers hold is settled by <who>
    before first contact, not after it
  every score names the evidence it rests on and the date that
    evidence was read
  a candidate that declines is recorded with its reason and is not
    approached again for <months>
measures:
  cycle time: <target> from the approved gap to a confirmed short list
  yield: <target> share of the short list that agrees to be qualified
  volume: <searches per period>
  quality gate: every name on the confirmed list carries a score, an
                evidence line and a screening result
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.

307 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: find a partner               id: <team>/find-a-partner   v1
from: ref/prt/find-a-partner v1
owner: <who>                          effective: <date>
trigger: a gap the company cannot close alone is approved in <your
         planning process>
         watch: record=<capability gap> system=<your planning process>
                change=<a gap the company cannot close alone is
                approved>
concurrency: runs may overlap - <how many> searches live at once, and
             one gap is searched by one run at a time
goal: a short list of <number> candidates, each scored against the
      written gap, screened for conflict, and carrying the evidence
      behind its score
phases:
  take-in-gap         - human: read the approved gap and write down
                        what the company cannot reach, for which
                        market, and by when it matters
                        owner: partner-manager    after: trigger
                        automation: <level>
  state-gap           - convenes decide-and-announce: the gap written
                        as one line naming the market, the customer
                        set or the capability. <who> confirms it
                        owner: <your partner leadership role>
                        after: take-in-gap        automation: <level>
  set-closing-test    - convenes decide-and-announce: what would be
                        true if the gap were closed, stated so that a
                        candidate can be scored against it
                        owner: partner-manager    after: state-gap
                        by: <days>                automation: <level>
  decide-partner-kind - convenes decide-and-announce: the shape of
                        partner the gap calls for, and the shapes it
                        rules out
                        owner: partner-manager
                        after: set-closing-test    automation: <level>
  set-bounds          - human: geography, size, segment, languages and
                        the named companies the search may not touch
                        owner: partner-manager
                        after: decide-partner-kind
                        automation: <level>
  look-at-known       - runs collect-and-report: the partners, the
                        customers and the suppliers already on the
                        books, read against the gap
                        owner: partner-scout      after: set-bounds
                        by: <days>                automation: <level>
  search-market       - runs collect-and-report: candidates found in
                        <your market sources>, each recorded with the
                        source and the date it was read
                        owner: partner-scout      after: look-at-known
                        by: <days>                automation: <level>
  read-candidates     - runs collect-and-report: what each candidate
                        sells, to whom, in which countries, and who
                        they already work with
                        owner: researcher         after: search-market
                        by: <days>                automation: <level>
  screen-out          - runs assessment: candidates removed for
                        sanctions, ownership, live disputes or being a
                        competitor, with the reason kept per candidate
                        owner: supplier-check
                        after: read-candidates    automation: <level>
  score-candidates    - runs assessment: every remaining candidate
                        scored against the closing test, with the
                        evidence line for each score
                        owner: partner-scout      after: screen-out
                        by: <days>                automation: <level>
  cut-short-list      - convenes decide-and-announce: the candidates
                        worth a conversation, cut to <number>, each
                        with the reason it survived the cut
                        owner: partner-manager
                        after: score-candidates + look-at-known
                        automation: <level>
  check-conflict      - convenes assessment: the short list read
                        against the partners we have and the accounts
                        our own sellers hold
                        owner: <your sales leadership role>
                        after: cut-short-list
                        by: <days>                automation: never
  first-contact       - human: the approach to each candidate, what
                        they are told about the gap, and what is held
                        back until an agreement covers it
                        owner: <your partner leadership role>
                        after: check-conflict     automation: <level>
  record-replies      - human: who replied, who declined, who never
                        answered, and the reason each one gave
                        owner: partner-scout      after: first-contact
                        by: <days>                automation: <level>
  confirm-list        - convenes approval: the short list confirmed by
                        the people who have to work it, at a version
                        and a date
                        owner: <your partner leadership role>
                        after: record-replies     automation: never
  hand-on             - human: the confirmed list, the scores and the
                        screening findings go to qualification
                        owner: partner-manager    after: confirm-list
                        automation: <level>
run-scoped:
  status   - runs roll-call                   owner: partner-manager
             every: <cadence>
             from: search-market   until: run close
  pipeline - runs collect-and-report          owner: partner-scout
             every: <cadence>
             from: read-candidates   until: run close
handoffs:
  take-in-gap -> state-gap [approved-gap]: the approved gap, the market
    it sits in, and the date it starts costing something
  state-gap -> set-closing-test [gap-line]: the gap as one line, at the
    wording the partner leader confirmed
  set-closing-test -> decide-partner-kind [closing-test]: the test,
    written so a candidate can be scored against it rather than admired
  decide-partner-kind -> set-bounds [partner-kind]: the shape of
    partner, and the shapes the gap rules out
  set-bounds -> look-at-known [search-bounds]: the geography, the size
    band, the segment, and the companies the search may not touch
  look-at-known -> search-market [known-companies]: the partners and
    customers already on the books, each marked as able, unable or
    untested against the gap
  search-market -> read-candidates [candidate-names]: the candidate
    names, each with the source it came from and the date it was read
  read-candidates -> screen-out [candidate-profiles]: what each
    candidate sells, to whom, where, and who they already work with
  screen-out -> score-candidates [screening-result]: the surviving
    candidates, and the removed ones with the reason each was removed
  score-candidates -> cut-short-list [candidate-scores]: every score
    against the closing test, with the evidence line behind it
  cut-short-list -> check-conflict [short-list]: the short list at
    <number> names, each with the reason it survived
  check-conflict -> first-contact [overlaps]: the overlaps found,
    account by account, and who owns each one today
  first-contact -> record-replies [approaches-sent]: the approach as
    sent, the date, and what each candidate was told
  record-replies -> confirm-list [replies]: the replies, the refusals
    and the silences, each dated
  confirm-list -> hand-on [confirmed-list]: the confirmed short list,
    at a version, and the names the confirming group struck off
deviations:
  set-closing-test -> state-gap [test-not-agreed]: nobody can agree
    what closing the gap looks like, so the gap is stated again in
    words a candidate can be scored against
  look-at-known -> cut-short-list [known-partner-fits]: a partner
    already on the books could close the gap, so the short list is cut
    with that partner on it and does not wait for the market search and
    the scoring, which still run when a comparison is wanted
  screen-out -> set-bounds [too-few-candidates]: screening leaves too
    few candidates to choose from, so the bounds are set again with a
    name against the widening
  check-conflict -> cut-short-list [overlap-too-close]: the overlap
    with our own partners or sellers is too close, so the short list is
    cut again before anybody is contacted
  record-replies -> search-market [nobody-replied]: nobody on the short
    list replied, so the market is searched again rather than the same
    names being approached with warmer language
  confirm-list -> score-candidates [list-misses-the-gap]: the
    confirming group finds the list does not cover the gap, so the
    candidates are scored against the closing test again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader who rules on conflict, and the person who confirms
           the gap>
  systems: the partner record (write), the CRM (read),
           <your market sources> (read),
           <your screening service> (read, cap: <n>/day),
           the outreach channel (write), the contact record (write)
  data:    <your partner strategy> <version>, <your ideal partner
           profile> <version>, the territory map at a version, the
           list of companies the search may not touch
policy:
  the gap is written before the search starts, and a candidate found
    before the gap was written is scored against it like any other
  a candidate the screening removes is not approached, and the reason
    stays on the record
  no candidate hears anything covered by <your confidentiality rule>
    before an agreement covers it
  an overlap with an account our own sellers hold is settled by <who>
    before first contact, not after it
  every score names the evidence it rests on and the date that
    evidence was read
  a candidate that declines is recorded with its reason and is not
    approached again for <months>
measures:
  cycle time: <target> from the approved gap to a confirmed short list
  yield: <target> share of the short list that agrees to be qualified
  volume: <searches per period>
  quality gate: every name on the confirmed list carries a score, an
                evidence line and a screening result
```
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.

362 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: find a partner               id: <team>/find-a-partner   v1
from: ref/prt/find-a-partner v1
owner: <who>                          effective: <date>
trigger: a gap the company cannot close alone is approved in <your
         planning process>
         watch: record=<capability gap> system=<your planning process>
                change=<a gap the company cannot close alone is
                approved>
concurrency: runs may overlap - <how many> searches live at once, and
             one gap is searched by one run at a time
goal: a short list of <number> candidates, each scored against the
      written gap, screened for conflict, and carrying the evidence
      behind its score
phases:
  take-in-gap         - human: read the approved gap and write down
                        what the company cannot reach, for which
                        market, and by when it matters
                        owner: partner-manager    after: trigger
                        automation: <level>
  state-gap           - convenes decide-and-announce: the gap written
                        as one line naming the market, the customer
                        set or the capability. <who> confirms it
                        owner: <your partner leadership role>
                        after: take-in-gap        automation: <level>
  set-closing-test    - convenes decide-and-announce: what would be
                        true if the gap were closed, stated so that a
                        candidate can be scored against it
                        owner: partner-manager    after: state-gap
                        by: <days>                automation: <level>
  decide-partner-kind - convenes decide-and-announce: the shape of
                        partner the gap calls for, and the shapes it
                        rules out
                        owner: partner-manager
                        after: set-closing-test    automation: <level>
  set-bounds          - human: geography, size, segment, languages and
                        the named companies the search may not touch
                        owner: partner-manager
                        after: decide-partner-kind
                        automation: <level>
  look-at-known       - runs collect-and-report: the partners, the
                        customers and the suppliers already on the
                        books, read against the gap
                        owner: partner-scout      after: set-bounds
                        by: <days>                automation: <level>
  search-market       - runs collect-and-report: candidates found in
                        <your market sources>, each recorded with the
                        source and the date it was read
                        owner: partner-scout      after: look-at-known
                        by: <days>                automation: <level>
  read-candidates     - runs collect-and-report: what each candidate
                        sells, to whom, in which countries, and who
                        they already work with
                        owner: researcher         after: search-market
                        by: <days>                automation: <level>
  screen-out          - runs assessment: candidates removed for
                        sanctions, ownership, live disputes or being a
                        competitor, with the reason kept per candidate
                        owner: supplier-check
                        after: read-candidates    automation: <level>
  score-candidates    - runs assessment: every remaining candidate
                        scored against the closing test, with the
                        evidence line for each score
                        owner: partner-scout      after: screen-out
                        by: <days>                automation: <level>
  cut-short-list      - convenes decide-and-announce: the candidates
                        worth a conversation, cut to <number>, each
                        with the reason it survived the cut
                        owner: partner-manager
                        after: score-candidates + look-at-known
                        automation: <level>
  check-conflict      - convenes assessment: the short list read
                        against the partners we have and the accounts
                        our own sellers hold
                        owner: <your sales leadership role>
                        after: cut-short-list
                        by: <days>                automation: never
  first-contact       - human: the approach to each candidate, what
                        they are told about the gap, and what is held
                        back until an agreement covers it
                        owner: <your partner leadership role>
                        after: check-conflict     automation: <level>
  record-replies      - human: who replied, who declined, who never
                        answered, and the reason each one gave
                        owner: partner-scout      after: first-contact
                        by: <days>                automation: <level>
  confirm-list        - convenes approval: the short list confirmed by
                        the people who have to work it, at a version
                        and a date
                        owner: <your partner leadership role>
                        after: record-replies     automation: never
  hand-on             - human: the confirmed list, the scores and the
                        screening findings go to qualification
                        owner: partner-manager    after: confirm-list
                        automation: <level>
run-scoped:
  status   - runs roll-call                   owner: partner-manager
             every: <cadence>
             from: search-market   until: run close
  pipeline - runs collect-and-report          owner: partner-scout
             every: <cadence>
             from: read-candidates   until: run close
handoffs:
  take-in-gap -> state-gap [approved-gap]: the approved gap, the market
    it sits in, and the date it starts costing something
  state-gap -> set-closing-test [gap-line]: the gap as one line, at the
    wording the partner leader confirmed
  set-closing-test -> decide-partner-kind [closing-test]: the test,
    written so a candidate can be scored against it rather than admired
  decide-partner-kind -> set-bounds [partner-kind]: the shape of
    partner, and the shapes the gap rules out
  set-bounds -> look-at-known [search-bounds]: the geography, the size
    band, the segment, and the companies the search may not touch
  look-at-known -> search-market [known-companies]: the partners and
    customers already on the books, each marked as able, unable or
    untested against the gap
  search-market -> read-candidates [candidate-names]: the candidate
    names, each with the source it came from and the date it was read
  read-candidates -> screen-out [candidate-profiles]: what each
    candidate sells, to whom, where, and who they already work with
  screen-out -> score-candidates [screening-result]: the surviving
    candidates, and the removed ones with the reason each was removed
  score-candidates -> cut-short-list [candidate-scores]: every score
    against the closing test, with the evidence line behind it
  cut-short-list -> check-conflict [short-list]: the short list at
    <number> names, each with the reason it survived
  check-conflict -> first-contact [overlaps]: the overlaps found,
    account by account, and who owns each one today
  first-contact -> record-replies [approaches-sent]: the approach as
    sent, the date, and what each candidate was told
  record-replies -> confirm-list [replies]: the replies, the refusals
    and the silences, each dated
  confirm-list -> hand-on [confirmed-list]: the confirmed short list,
    at a version, and the names the confirming group struck off
deviations:
  set-closing-test -> state-gap [test-not-agreed]: nobody can agree
    what closing the gap looks like, so the gap is stated again in
    words a candidate can be scored against
  look-at-known -> cut-short-list [known-partner-fits]: a partner
    already on the books could close the gap, so the short list is cut
    with that partner on it and does not wait for the market search and
    the scoring, which still run when a comparison is wanted
  screen-out -> set-bounds [too-few-candidates]: screening leaves too
    few candidates to choose from, so the bounds are set again with a
    name against the widening
  check-conflict -> cut-short-list [overlap-too-close]: the overlap
    with our own partners or sellers is too close, so the short list is
    cut again before anybody is contacted
  record-replies -> search-market [nobody-replied]: nobody on the short
    list replied, so the market is searched again rather than the same
    names being approached with warmer language
  confirm-list -> score-candidates [list-misses-the-gap]: the
    confirming group finds the list does not cover the gap, so the
    candidates are scored against the closing test again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader who rules on conflict, and the person who confirms
           the gap>
  systems: the partner record (write), the CRM (read),
           <your market sources> (read),
           <your screening service> (read, cap: <n>/day),
           the outreach channel (write), the contact record (write)
  data:    <your partner strategy> <version>, <your ideal partner
           profile> <version>, the territory map at a version, the
           list of companies the search may not touch
policy:
  the gap is written before the search starts, and a candidate found
    before the gap was written is scored against it like any other
  a candidate the screening removes is not approached, and the reason
    stays on the record
  no candidate hears anything covered by <your confidentiality rule>
    before an agreement covers it
  an overlap with an account our own sellers hold is settled by <who>
    before first contact, not after it
  every score names the evidence it rests on and the date that
    evidence was read
  a candidate that declines is recorded with its reason and is not
    approached again for <months>
measures:
  cycle time: <target> from the approved gap to a confirmed short list
  yield: <target> share of the short list that agrees to be qualified
  volume: <searches per period>
  quality gate: every name on the confirmed list carries a score, an
                evidence line and a screening result
```
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.

367 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: find a partner               id: <team>/find-a-partner   v1
from: ref/prt/find-a-partner v1
owner: <who>                          effective: <date>
trigger: a gap the company cannot close alone is approved in <your
         planning process>
         watch: record=<capability gap> system=<your planning process>
                change=<a gap the company cannot close alone is
                approved>
concurrency: runs may overlap - <how many> searches live at once, and
             one gap is searched by one run at a time
goal: a short list of <number> candidates, each scored against the
      written gap, screened for conflict, and carrying the evidence
      behind its score
phases:
  take-in-gap         - human: read the approved gap and write down
                        what the company cannot reach, for which
                        market, and by when it matters
                        owner: partner-manager    after: trigger
                        automation: <level>
  state-gap           - convenes decide-and-announce: the gap written
                        as one line naming the market, the customer
                        set or the capability. <who> confirms it
                        owner: <your partner leadership role>
                        after: take-in-gap        automation: <level>
  set-closing-test    - convenes decide-and-announce: what would be
                        true if the gap were closed, stated so that a
                        candidate can be scored against it
                        owner: partner-manager    after: state-gap
                        by: <days>                automation: <level>
  decide-partner-kind - convenes decide-and-announce: the shape of
                        partner the gap calls for, and the shapes it
                        rules out
                        owner: partner-manager
                        after: set-closing-test    automation: <level>
  set-bounds          - human: geography, size, segment, languages and
                        the named companies the search may not touch
                        owner: partner-manager
                        after: decide-partner-kind
                        automation: <level>
  look-at-known       - runs collect-and-report: the partners, the
                        customers and the suppliers already on the
                        books, read against the gap
                        owner: partner-scout      after: set-bounds
                        by: <days>                automation: <level>
  search-market       - runs collect-and-report: candidates found in
                        <your market sources>, each recorded with the
                        source and the date it was read
                        owner: partner-scout      after: look-at-known
                        by: <days>                automation: <level>
  read-candidates     - runs collect-and-report: what each candidate
                        sells, to whom, in which countries, and who
                        they already work with
                        owner: researcher         after: search-market
                        by: <days>                automation: <level>
  screen-out          - runs assessment: candidates removed for
                        sanctions, ownership, live disputes or being a
                        competitor, with the reason kept per candidate
                        owner: supplier-check
                        after: read-candidates    automation: <level>
  score-candidates    - runs assessment: every remaining candidate
                        scored against the closing test, with the
                        evidence line for each score
                        owner: partner-scout      after: screen-out
                        by: <days>                automation: <level>
  cut-short-list      - convenes decide-and-announce: the candidates
                        worth a conversation, cut to <number>, each
                        with the reason it survived the cut
                        owner: partner-manager
                        after: score-candidates + look-at-known
                        automation: <level>
  check-conflict      - convenes assessment: the short list read
                        against the partners we have and the accounts
                        our own sellers hold
                        owner: <your sales leadership role>
                        after: cut-short-list
                        by: <days>                automation: never
  first-contact       - human: the approach to each candidate, what
                        they are told about the gap, and what is held
                        back until an agreement covers it
                        owner: <your partner leadership role>
                        after: check-conflict     automation: <level>
  record-replies      - human: who replied, who declined, who never
                        answered, and the reason each one gave
                        owner: partner-scout      after: first-contact
                        by: <days>                automation: <level>
  confirm-list        - convenes approval: the short list confirmed by
                        the people who have to work it, at a version
                        and a date
                        owner: <your partner leadership role>
                        after: record-replies     automation: never
  hand-on             - human: the confirmed list, the scores and the
                        screening findings go to qualification
                        owner: partner-manager    after: confirm-list
                        automation: <level>
run-scoped:
  status   - runs roll-call                   owner: partner-manager
             every: <cadence>
             from: search-market   until: run close
  pipeline - runs collect-and-report          owner: partner-scout
             every: <cadence>
             from: read-candidates   until: run close
handoffs:
  take-in-gap -> state-gap [approved-gap]: the approved gap, the market
    it sits in, and the date it starts costing something
  state-gap -> set-closing-test [gap-line]: the gap as one line, at the
    wording the partner leader confirmed
  set-closing-test -> decide-partner-kind [closing-test]: the test,
    written so a candidate can be scored against it rather than admired
  decide-partner-kind -> set-bounds [partner-kind]: the shape of
    partner, and the shapes the gap rules out
  set-bounds -> look-at-known [search-bounds]: the geography, the size
    band, the segment, and the companies the search may not touch
  look-at-known -> search-market [known-companies]: the partners and
    customers already on the books, each marked as able, unable or
    untested against the gap
  search-market -> read-candidates [candidate-names]: the candidate
    names, each with the source it came from and the date it was read
  read-candidates -> screen-out [candidate-profiles]: what each
    candidate sells, to whom, where, and who they already work with
  screen-out -> score-candidates [screening-result]: the surviving
    candidates, and the removed ones with the reason each was removed
  score-candidates -> cut-short-list [candidate-scores]: every score
    against the closing test, with the evidence line behind it
  cut-short-list -> check-conflict [short-list]: the short list at
    <number> names, each with the reason it survived
  check-conflict -> first-contact [overlaps]: the overlaps found,
    account by account, and who owns each one today
  first-contact -> record-replies [approaches-sent]: the approach as
    sent, the date, and what each candidate was told
  record-replies -> confirm-list [replies]: the replies, the refusals
    and the silences, each dated
  confirm-list -> hand-on [confirmed-list]: the confirmed short list,
    at a version, and the names the confirming group struck off
deviations:
  set-closing-test -> state-gap [test-not-agreed]: nobody can agree
    what closing the gap looks like, so the gap is stated again in
    words a candidate can be scored against
  look-at-known -> cut-short-list [known-partner-fits]: a partner
    already on the books could close the gap, so the short list is cut
    with that partner on it and does not wait for the market search and
    the scoring, which still run when a comparison is wanted
  screen-out -> set-bounds [too-few-candidates]: screening leaves too
    few candidates to choose from, so the bounds are set again with a
    name against the widening
  check-conflict -> cut-short-list [overlap-too-close]: the overlap
    with our own partners or sellers is too close, so the short list is
    cut again before anybody is contacted
  record-replies -> search-market [nobody-replied]: nobody on the short
    list replied, so the market is searched again rather than the same
    names being approached with warmer language
  confirm-list -> score-candidates [list-misses-the-gap]: the
    confirming group finds the list does not cover the gap, so the
    candidates are scored against the closing test again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader who rules on conflict, and the person who confirms
           the gap>
  systems: the partner record (write), the CRM (read),
           <your market sources> (read),
           <your screening service> (read, cap: <n>/day),
           the outreach channel (write), the contact record (write)
  data:    <your partner strategy> <version>, <your ideal partner
           profile> <version>, the territory map at a version, the
           list of companies the search may not touch
policy:
  the gap is written before the search starts, and a candidate found
    before the gap was written is scored against it like any other
  a candidate the screening removes is not approached, and the reason
    stays on the record
  no candidate hears anything covered by <your confidentiality rule>
    before an agreement covers it
  an overlap with an account our own sellers hold is settled by <who>
    before first contact, not after it
  every score names the evidence it rests on and the date that
    evidence was read
  a candidate that declines is recorded with its reason and is not
    approached again for <months>
measures:
  cycle time: <target> from the approved gap to a confirmed short list
  yield: <target> share of the short list that agrees to be qualified
  volume: <searches per period>
  quality gate: every name on the confirmed list carries a score, an
                evidence line and a screening result
```
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.

358 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: find a partner               id: <team>/find-a-partner   v1
from: ref/prt/find-a-partner v1
owner: <who>                          effective: <date>
trigger: a gap the company cannot close alone is approved in <your
         planning process>
         watch: record=<capability gap> system=<your planning process>
                change=<a gap the company cannot close alone is
                approved>
concurrency: runs may overlap - <how many> searches live at once, and
             one gap is searched by one run at a time
goal: a short list of <number> candidates, each scored against the
      written gap, screened for conflict, and carrying the evidence
      behind its score
phases:
  take-in-gap         - human: read the approved gap and write down
                        what the company cannot reach, for which
                        market, and by when it matters
                        owner: partner-manager    after: trigger
                        automation: <level>
  state-gap           - convenes decide-and-announce: the gap written
                        as one line naming the market, the customer
                        set or the capability. <who> confirms it
                        owner: <your partner leadership role>
                        after: take-in-gap        automation: <level>
  set-closing-test    - convenes decide-and-announce: what would be
                        true if the gap were closed, stated so that a
                        candidate can be scored against it
                        owner: partner-manager    after: state-gap
                        by: <days>                automation: <level>
  decide-partner-kind - convenes decide-and-announce: the shape of
                        partner the gap calls for, and the shapes it
                        rules out
                        owner: partner-manager
                        after: set-closing-test    automation: <level>
  set-bounds          - human: geography, size, segment, languages and
                        the named companies the search may not touch
                        owner: partner-manager
                        after: decide-partner-kind
                        automation: <level>
  look-at-known       - runs collect-and-report: the partners, the
                        customers and the suppliers already on the
                        books, read against the gap
                        owner: partner-scout      after: set-bounds
                        by: <days>                automation: <level>
  search-market       - runs collect-and-report: candidates found in
                        <your market sources>, each recorded with the
                        source and the date it was read
                        owner: partner-scout      after: look-at-known
                        by: <days>                automation: <level>
  read-candidates     - runs collect-and-report: what each candidate
                        sells, to whom, in which countries, and who
                        they already work with
                        owner: researcher         after: search-market
                        by: <days>                automation: <level>
  screen-out          - runs assessment: candidates removed for
                        sanctions, ownership, live disputes or being a
                        competitor, with the reason kept per candidate
                        owner: supplier-check
                        after: read-candidates    automation: <level>
  score-candidates    - runs assessment: every remaining candidate
                        scored against the closing test, with the
                        evidence line for each score
                        owner: partner-scout      after: screen-out
                        by: <days>                automation: <level>
  cut-short-list      - convenes decide-and-announce: the candidates
                        worth a conversation, cut to <number>, each
                        with the reason it survived the cut
                        owner: partner-manager
                        after: score-candidates + look-at-known
                        automation: <level>
  check-conflict      - convenes assessment: the short list read
                        against the partners we have and the accounts
                        our own sellers hold
                        owner: <your sales leadership role>
                        after: cut-short-list
                        by: <days>                automation: never
  first-contact       - human: the approach to each candidate, what
                        they are told about the gap, and what is held
                        back until an agreement covers it
                        owner: <your partner leadership role>
                        after: check-conflict     automation: <level>
  record-replies      - human: who replied, who declined, who never
                        answered, and the reason each one gave
                        owner: partner-scout      after: first-contact
                        by: <days>                automation: <level>
  confirm-list        - convenes approval: the short list confirmed by
                        the people who have to work it, at a version
                        and a date
                        owner: <your partner leadership role>
                        after: record-replies     automation: never
  hand-on             - human: the confirmed list, the scores and the
                        screening findings go to qualification
                        owner: partner-manager    after: confirm-list
                        automation: <level>
run-scoped:
  status   - runs roll-call                   owner: partner-manager
             every: <cadence>
             from: search-market   until: run close
  pipeline - runs collect-and-report          owner: partner-scout
             every: <cadence>
             from: read-candidates   until: run close
handoffs:
  take-in-gap -> state-gap [approved-gap]: the approved gap, the market
    it sits in, and the date it starts costing something
  state-gap -> set-closing-test [gap-line]: the gap as one line, at the
    wording the partner leader confirmed
  set-closing-test -> decide-partner-kind [closing-test]: the test,
    written so a candidate can be scored against it rather than admired
  decide-partner-kind -> set-bounds [partner-kind]: the shape of
    partner, and the shapes the gap rules out
  set-bounds -> look-at-known [search-bounds]: the geography, the size
    band, the segment, and the companies the search may not touch
  look-at-known -> search-market [known-companies]: the partners and
    customers already on the books, each marked as able, unable or
    untested against the gap
  search-market -> read-candidates [candidate-names]: the candidate
    names, each with the source it came from and the date it was read
  read-candidates -> screen-out [candidate-profiles]: what each
    candidate sells, to whom, where, and who they already work with
  screen-out -> score-candidates [screening-result]: the surviving
    candidates, and the removed ones with the reason each was removed
  score-candidates -> cut-short-list [candidate-scores]: every score
    against the closing test, with the evidence line behind it
  cut-short-list -> check-conflict [short-list]: the short list at
    <number> names, each with the reason it survived
  check-conflict -> first-contact [overlaps]: the overlaps found,
    account by account, and who owns each one today
  first-contact -> record-replies [approaches-sent]: the approach as
    sent, the date, and what each candidate was told
  record-replies -> confirm-list [replies]: the replies, the refusals
    and the silences, each dated
  confirm-list -> hand-on [confirmed-list]: the confirmed short list,
    at a version, and the names the confirming group struck off
deviations:
  set-closing-test -> state-gap [test-not-agreed]: nobody can agree
    what closing the gap looks like, so the gap is stated again in
    words a candidate can be scored against
  look-at-known -> cut-short-list [known-partner-fits]: a partner
    already on the books could close the gap, so the short list is cut
    with that partner on it and does not wait for the market search and
    the scoring, which still run when a comparison is wanted
  screen-out -> set-bounds [too-few-candidates]: screening leaves too
    few candidates to choose from, so the bounds are set again with a
    name against the widening
  check-conflict -> cut-short-list [overlap-too-close]: the overlap
    with our own partners or sellers is too close, so the short list is
    cut again before anybody is contacted
  record-replies -> search-market [nobody-replied]: nobody on the short
    list replied, so the market is searched again rather than the same
    names being approached with warmer language
  confirm-list -> score-candidates [list-misses-the-gap]: the
    confirming group finds the list does not cover the gap, so the
    candidates are scored against the closing test again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader who rules on conflict, and the person who confirms
           the gap>
  systems: the partner record (write), the CRM (read),
           <your market sources> (read),
           <your screening service> (read, cap: <n>/day),
           the outreach channel (write), the contact record (write)
  data:    <your partner strategy> <version>, <your ideal partner
           profile> <version>, the territory map at a version, the
           list of companies the search may not touch
policy:
  the gap is written before the search starts, and a candidate found
    before the gap was written is scored against it like any other
  a candidate the screening removes is not approached, and the reason
    stays on the record
  no candidate hears anything covered by <your confidentiality rule>
    before an agreement covers it
  an overlap with an account our own sellers hold is settled by <who>
    before first contact, not after it
  every score names the evidence it rests on and the date that
    evidence was read
  a candidate that declines is recorded with its reason and is not
    approached again for <months>
measures:
  cycle time: <target> from the approved gap to a confirmed short list
  yield: <target> share of the short list that agrees to be qualified
  volume: <searches per period>
  quality gate: every name on the confirmed list carries a score, an
                evidence line and a screening result
```
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

50 blanks to fill. Everything else is the process.

this process from: ref/prt/find-a-partner 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.