Catalog / Business processes / Revenue operations / Activity-to-Insight / Build a Report
reference process · revenue-operations · 14 activities · 6 on the roster
Build a Report
Somebody asks the same question every week, and the answer is assembled by hand every week. This process turns that question into something that answers itself on a cadence. It names the reader and the decision the report feeds, cites every measure at the version already agreed, checks the data is really there, and counts one period by hand before anyone trusts the automatic version. The report publishes at an address with a version, and it is born with the condition that would switch it off already written down.
The walk
The document
One run
Adoption
The activities
What happens in a run
14 activities from a question is asked often enough to be worth automating to the question answers itself on its cadence, one of them a gate a person has to sign. Drag the diagram to move along it.
Build a Report a question is asked often enough to be worth automating → the question answers itself on its cadence
an existing report answers it the data does not support the question the two counts disagree the reader cannot decide from it it breaks or nobody opens it a question is asked often enough to be worth automating 1 Take in the Question what somebody wants to know, and how often 2 Look in the Report Store … whether something already answers this 3 Name the Reader and the D… who opens it, and what they do differently 4 Settle the Measures It Us… every measure cited at the version in force 5 Check the Data Is There the fields, the coverage, and the known gaps 6 Choose the Cut and the Ca… grain, filters, timezone, and how often it runs 7 Draft the Report the numbers, the comparison, and the layout 8 Count One Period by Hand the same period computed twice, separately 9 Read It as the Reader Wou… can the reader answer the question from it a person signs · never an agent 10 Set Who May See It access by role, and the grain each role gets 11 Publish the Report at a V… it goes live at an address, dated, at a version 12 Watch the First Cycles does it refresh on time, and does anyone open it 13 Set the Retirement Condit… what would switch this report off 14 Record What Was Learned what to reuse, and what not to build again the question answers itself on its cadence
The roster this process needs
Hover a name to see the activities it holds. A dashed one is a person, and stays one.
The document
The document, with the blanks marked
Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.
Use in LangGraph
Use in Agent Framework
Use in CrewAI
Use in Google ADK
PROCESS: build a report id: <team> /build-a-report v1
from: ref/rev/build-a-report v1
owner: <who> effective: <date>
trigger: the same question is asked <how many> times in <period> , or
<who> asks for a standing report
watch: record=<question> system=<where answered questions are
filed>
change=<one question passes the number of askings the
policy names>
or watch: record=<report request> system=<where requests
arrive>
change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
construction at once, and two runs never build the same
report
goal: one report that answers a named reader's question on its cadence,
computing measures at the versions in force, checked against a
hand count before anyone acts on it
phases:
take-in-question - human: what the reader wants to know, how often
they need it, and what they do with the answer
owner: reporting-manager after: trigger
automation: <level>
search-store - runs collect-and-report: every published report
that touches this question, with who reads it and
how recently it was opened
owner: reporting-manager after: take-in-question
by: <days> automation: <level>
name-the-reader - convenes briefing: the named reader, the decision
the report feeds, and what would make the reader
act differently
owner: reporting-manager after: search-store
automation: <level>
settle-measures - human: every measure the report uses, cited at the
version in force, and any word the report needs
that has no definition yet
owner: standards-keeper after: name-the-reader
automation: <level>
check-data - runs assessment: the fields the report needs, how
completely they are filled, how far back they go,
and where the record is known to be thin
owner: data-steward after: settle-measures
by: <days> automation: <level>
choose-cut - human: the grain, the filters, the timezone, the
comparison period, and how often it refreshes
owner: analytics after: check-data
automation: <level>
draft-report - human: the numbers, the comparison and the layout,
built against the measures at their versions
owner: analytics after: choose-cut
by: <days> automation: <level>
hand-count - runs assessment: <how many periods> computed
independently of the report and set beside it,
with every difference explained
owner: statistician after: draft-report
by: <days> automation: <level>
read-as-reader - convenes approval: the named reader says whether
they can make their decision from this and nothing
else
owner: <your revenue operations role>
after: hand-count
by: <days> automation: never
set-access - human: who may open it, at what grain, and which
rows each role may not see
owner: data-steward after: read-as-reader
automation: <level>
publish-report - human: the report goes live at an address, at a
version, with the measures and their versions
printed on it
owner: reporting-manager after: set-access
automation: <level>
watch-cycles - system: <how many cycles> watched for refreshes
that failed, numbers that moved without a reason,
and readers who never opened it
owner: analytics after: publish-report
by: <weeks> automation: <level>
set-retirement - human: what would switch this report off - <how
many> cycles unopened, the decision going away, or
a replacement covering it
owner: reporting-manager after: watch-cycles
automation: <level>
record-learnings - convenes debrief: what to reuse next time, and
what should not have been built at all
owner: reporting-manager after: set-retirement
automation: <level>
run-scoped:
freshness - runs collect-and-report owner: analytics
every: <cadence>
from: publish-report until: run close
handoffs:
take-in-question -> search-store [the-question]: the question in the
asker's own words, and how often they need it answered
search-store -> name-the-reader [existing-reports]: every report that
already touches the question, with its readers and its last opening
name-the-reader -> settle-measures [reader-and-decision]: the named
reader, the decision, and every word the question rests on
settle-measures -> check-data [measures-at-versions]: the measures at
their versions, and any word that has to be defined before this
report can compute
check-data -> choose-cut [data-coverage]: what the record holds, how
far back, and the gaps the report will have to show as gaps
choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
the timezone, the comparison and the refresh cadence, written down
before building
draft-report -> hand-count [report-draft]: the report at a draft
version, with the query behind every number
hand-count -> read-as-reader [two-counts]: the two counts side by
side, with every difference explained rather than averaged
read-as-reader -> set-access [reader-acceptance]: the report as the
reader accepted it, and anything they said they still cannot see
set-access -> publish-report [access-rules]: who may open it, at what
grain, and the rows each role is kept out of
publish-report -> watch-cycles [published-report]: the address, the
version, the cadence and the date of the first scheduled run
watch-cycles -> set-retirement [first-cycles]: failed refreshes,
unexplained moves, and how many people opened it in the first
cycles
set-retirement -> record-learnings [retirement-condition]: the
condition that would switch this report off, and the date it is
next reviewed against it
deviations:
search-store -> take-in-question [already-answered]: a report already
answers the question, so the run returns to the request and the
usual outcome is that the existing report is changed, moved or
opened up
check-data -> name-the-reader [data-will-not-support]: the record
cannot carry the question, so the reader either accepts a narrower
question or takes the gap away as work to fix the record
hand-count -> draft-report [counts-disagree]: the hand count and the
report disagree, so the draft is corrected before anything
publishes
read-as-reader -> choose-cut [reader-cannot-decide]: the reader
cannot make the decision from it, so the grain, the comparison and
the cadence are chosen again
watch-cycles -> draft-report [breaks-or-unopened]: it fails to
refresh or nobody opens it, so the report is drafted again rather
than left running
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the reader, the revenue
operations lead and whoever approves access>
systems: the data warehouse (read), the CRM (read),
the billing system (read), the reporting tool (write),
the report store (write), the access record (write)
data: the measure definitions at their versions, the reporting
calendar, <your access policy> , <your territory map> at a
version
policy:
every report cites the measures it computes, at their versions, on
the report itself
no report publishes before one period has been counted independently
and the differences explained
a report has one named reader and one decision, and a report nobody
can name a reader for is not built
a report shows a gap as a gap and never fills it with an estimate
access is set before publication, never after
a report is published with the condition that would retire it already
written down
measures:
cycle time: <days> from the question to the published report
coverage: <share> of published reports carrying a named reader and a
retirement condition
volume: <reports per period>
quality gate: <share> of published reports whose first period was
counted by hand and matched
Copy
Take it somewhere
Use this process in LangGraph
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
288 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: build a report id: <team>/build-a-report v1
from: ref/rev/build-a-report v1
owner: <who> effective: <date>
trigger: the same question is asked <how many> times in <period>, or
<who> asks for a standing report
watch: record=<question> system=<where answered questions are
filed>
change=<one question passes the number of askings the
policy names>
or watch: record=<report request> system=<where requests
arrive>
change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
construction at once, and two runs never build the same
report
goal: one report that answers a named reader's question on its cadence,
computing measures at the versions in force, checked against a
hand count before anyone acts on it
phases:
take-in-question - human: what the reader wants to know, how often
they need it, and what they do with the answer
owner: reporting-manager after: trigger
automation: <level>
search-store - runs collect-and-report: every published report
that touches this question, with who reads it and
how recently it was opened
owner: reporting-manager after: take-in-question
by: <days> automation: <level>
name-the-reader - convenes briefing: the named reader, the decision
the report feeds, and what would make the reader
act differently
owner: reporting-manager after: search-store
automation: <level>
settle-measures - human: every measure the report uses, cited at the
version in force, and any word the report needs
that has no definition yet
owner: standards-keeper after: name-the-reader
automation: <level>
check-data - runs assessment: the fields the report needs, how
completely they are filled, how far back they go,
and where the record is known to be thin
owner: data-steward after: settle-measures
by: <days> automation: <level>
choose-cut - human: the grain, the filters, the timezone, the
comparison period, and how often it refreshes
owner: analytics after: check-data
automation: <level>
draft-report - human: the numbers, the comparison and the layout,
built against the measures at their versions
owner: analytics after: choose-cut
by: <days> automation: <level>
hand-count - runs assessment: <how many periods> computed
independently of the report and set beside it,
with every difference explained
owner: statistician after: draft-report
by: <days> automation: <level>
read-as-reader - convenes approval: the named reader says whether
they can make their decision from this and nothing
else
owner: <your revenue operations role>
after: hand-count
by: <days> automation: never
set-access - human: who may open it, at what grain, and which
rows each role may not see
owner: data-steward after: read-as-reader
automation: <level>
publish-report - human: the report goes live at an address, at a
version, with the measures and their versions
printed on it
owner: reporting-manager after: set-access
automation: <level>
watch-cycles - system: <how many cycles> watched for refreshes
that failed, numbers that moved without a reason,
and readers who never opened it
owner: analytics after: publish-report
by: <weeks> automation: <level>
set-retirement - human: what would switch this report off - <how
many> cycles unopened, the decision going away, or
a replacement covering it
owner: reporting-manager after: watch-cycles
automation: <level>
record-learnings - convenes debrief: what to reuse next time, and
what should not have been built at all
owner: reporting-manager after: set-retirement
automation: <level>
run-scoped:
freshness - runs collect-and-report owner: analytics
every: <cadence>
from: publish-report until: run close
handoffs:
take-in-question -> search-store [the-question]: the question in the
asker's own words, and how often they need it answered
search-store -> name-the-reader [existing-reports]: every report that
already touches the question, with its readers and its last opening
name-the-reader -> settle-measures [reader-and-decision]: the named
reader, the decision, and every word the question rests on
settle-measures -> check-data [measures-at-versions]: the measures at
their versions, and any word that has to be defined before this
report can compute
check-data -> choose-cut [data-coverage]: what the record holds, how
far back, and the gaps the report will have to show as gaps
choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
the timezone, the comparison and the refresh cadence, written down
before building
draft-report -> hand-count [report-draft]: the report at a draft
version, with the query behind every number
hand-count -> read-as-reader [two-counts]: the two counts side by
side, with every difference explained rather than averaged
read-as-reader -> set-access [reader-acceptance]: the report as the
reader accepted it, and anything they said they still cannot see
set-access -> publish-report [access-rules]: who may open it, at what
grain, and the rows each role is kept out of
publish-report -> watch-cycles [published-report]: the address, the
version, the cadence and the date of the first scheduled run
watch-cycles -> set-retirement [first-cycles]: failed refreshes,
unexplained moves, and how many people opened it in the first
cycles
set-retirement -> record-learnings [retirement-condition]: the
condition that would switch this report off, and the date it is
next reviewed against it
deviations:
search-store -> take-in-question [already-answered]: a report already
answers the question, so the run returns to the request and the
usual outcome is that the existing report is changed, moved or
opened up
check-data -> name-the-reader [data-will-not-support]: the record
cannot carry the question, so the reader either accepts a narrower
question or takes the gap away as work to fix the record
hand-count -> draft-report [counts-disagree]: the hand count and the
report disagree, so the draft is corrected before anything
publishes
read-as-reader -> choose-cut [reader-cannot-decide]: the reader
cannot make the decision from it, so the grain, the comparison and
the cadence are chosen again
watch-cycles -> draft-report [breaks-or-unopened]: it fails to
refresh or nobody opens it, so the report is drafted again rather
than left running
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the reader, the revenue
operations lead and whoever approves access>
systems: the data warehouse (read), the CRM (read),
the billing system (read), the reporting tool (write),
the report store (write), the access record (write)
data: the measure definitions at their versions, the reporting
calendar, <your access policy>, <your territory map> at a
version
policy:
every report cites the measures it computes, at their versions, on
the report itself
no report publishes before one period has been counted independently
and the differences explained
a report has one named reader and one decision, and a report nobody
can name a reader for is not built
a report shows a gap as a gap and never fills it with an estimate
access is set before publication, never after
a report is published with the condition that would retire it already
written down
measures:
cycle time: <days> from the question to the published report
coverage: <share> of published reports carrying a named reader and a
retirement condition
volume: <reports per period>
quality gate: <share> of published reports whose first period was
counted by hand and matched
```
Take it somewhere
Use this process in Microsoft Agent Framework
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
343 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: build a report id: <team>/build-a-report v1
from: ref/rev/build-a-report v1
owner: <who> effective: <date>
trigger: the same question is asked <how many> times in <period>, or
<who> asks for a standing report
watch: record=<question> system=<where answered questions are
filed>
change=<one question passes the number of askings the
policy names>
or watch: record=<report request> system=<where requests
arrive>
change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
construction at once, and two runs never build the same
report
goal: one report that answers a named reader's question on its cadence,
computing measures at the versions in force, checked against a
hand count before anyone acts on it
phases:
take-in-question - human: what the reader wants to know, how often
they need it, and what they do with the answer
owner: reporting-manager after: trigger
automation: <level>
search-store - runs collect-and-report: every published report
that touches this question, with who reads it and
how recently it was opened
owner: reporting-manager after: take-in-question
by: <days> automation: <level>
name-the-reader - convenes briefing: the named reader, the decision
the report feeds, and what would make the reader
act differently
owner: reporting-manager after: search-store
automation: <level>
settle-measures - human: every measure the report uses, cited at the
version in force, and any word the report needs
that has no definition yet
owner: standards-keeper after: name-the-reader
automation: <level>
check-data - runs assessment: the fields the report needs, how
completely they are filled, how far back they go,
and where the record is known to be thin
owner: data-steward after: settle-measures
by: <days> automation: <level>
choose-cut - human: the grain, the filters, the timezone, the
comparison period, and how often it refreshes
owner: analytics after: check-data
automation: <level>
draft-report - human: the numbers, the comparison and the layout,
built against the measures at their versions
owner: analytics after: choose-cut
by: <days> automation: <level>
hand-count - runs assessment: <how many periods> computed
independently of the report and set beside it,
with every difference explained
owner: statistician after: draft-report
by: <days> automation: <level>
read-as-reader - convenes approval: the named reader says whether
they can make their decision from this and nothing
else
owner: <your revenue operations role>
after: hand-count
by: <days> automation: never
set-access - human: who may open it, at what grain, and which
rows each role may not see
owner: data-steward after: read-as-reader
automation: <level>
publish-report - human: the report goes live at an address, at a
version, with the measures and their versions
printed on it
owner: reporting-manager after: set-access
automation: <level>
watch-cycles - system: <how many cycles> watched for refreshes
that failed, numbers that moved without a reason,
and readers who never opened it
owner: analytics after: publish-report
by: <weeks> automation: <level>
set-retirement - human: what would switch this report off - <how
many> cycles unopened, the decision going away, or
a replacement covering it
owner: reporting-manager after: watch-cycles
automation: <level>
record-learnings - convenes debrief: what to reuse next time, and
what should not have been built at all
owner: reporting-manager after: set-retirement
automation: <level>
run-scoped:
freshness - runs collect-and-report owner: analytics
every: <cadence>
from: publish-report until: run close
handoffs:
take-in-question -> search-store [the-question]: the question in the
asker's own words, and how often they need it answered
search-store -> name-the-reader [existing-reports]: every report that
already touches the question, with its readers and its last opening
name-the-reader -> settle-measures [reader-and-decision]: the named
reader, the decision, and every word the question rests on
settle-measures -> check-data [measures-at-versions]: the measures at
their versions, and any word that has to be defined before this
report can compute
check-data -> choose-cut [data-coverage]: what the record holds, how
far back, and the gaps the report will have to show as gaps
choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
the timezone, the comparison and the refresh cadence, written down
before building
draft-report -> hand-count [report-draft]: the report at a draft
version, with the query behind every number
hand-count -> read-as-reader [two-counts]: the two counts side by
side, with every difference explained rather than averaged
read-as-reader -> set-access [reader-acceptance]: the report as the
reader accepted it, and anything they said they still cannot see
set-access -> publish-report [access-rules]: who may open it, at what
grain, and the rows each role is kept out of
publish-report -> watch-cycles [published-report]: the address, the
version, the cadence and the date of the first scheduled run
watch-cycles -> set-retirement [first-cycles]: failed refreshes,
unexplained moves, and how many people opened it in the first
cycles
set-retirement -> record-learnings [retirement-condition]: the
condition that would switch this report off, and the date it is
next reviewed against it
deviations:
search-store -> take-in-question [already-answered]: a report already
answers the question, so the run returns to the request and the
usual outcome is that the existing report is changed, moved or
opened up
check-data -> name-the-reader [data-will-not-support]: the record
cannot carry the question, so the reader either accepts a narrower
question or takes the gap away as work to fix the record
hand-count -> draft-report [counts-disagree]: the hand count and the
report disagree, so the draft is corrected before anything
publishes
read-as-reader -> choose-cut [reader-cannot-decide]: the reader
cannot make the decision from it, so the grain, the comparison and
the cadence are chosen again
watch-cycles -> draft-report [breaks-or-unopened]: it fails to
refresh or nobody opens it, so the report is drafted again rather
than left running
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the reader, the revenue
operations lead and whoever approves access>
systems: the data warehouse (read), the CRM (read),
the billing system (read), the reporting tool (write),
the report store (write), the access record (write)
data: the measure definitions at their versions, the reporting
calendar, <your access policy>, <your territory map> at a
version
policy:
every report cites the measures it computes, at their versions, on
the report itself
no report publishes before one period has been counted independently
and the differences explained
a report has one named reader and one decision, and a report nobody
can name a reader for is not built
a report shows a gap as a gap and never fills it with an estimate
access is set before publication, never after
a report is published with the condition that would retire it already
written down
measures:
cycle time: <days> from the question to the published report
coverage: <share> of published reports carrying a named reader and a
retirement condition
volume: <reports per period>
quality gate: <share> of published reports whose first period was
counted by hand and matched
```
Take it somewhere
Use this process in CrewAI Flows
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
348 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: build a report id: <team>/build-a-report v1
from: ref/rev/build-a-report v1
owner: <who> effective: <date>
trigger: the same question is asked <how many> times in <period>, or
<who> asks for a standing report
watch: record=<question> system=<where answered questions are
filed>
change=<one question passes the number of askings the
policy names>
or watch: record=<report request> system=<where requests
arrive>
change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
construction at once, and two runs never build the same
report
goal: one report that answers a named reader's question on its cadence,
computing measures at the versions in force, checked against a
hand count before anyone acts on it
phases:
take-in-question - human: what the reader wants to know, how often
they need it, and what they do with the answer
owner: reporting-manager after: trigger
automation: <level>
search-store - runs collect-and-report: every published report
that touches this question, with who reads it and
how recently it was opened
owner: reporting-manager after: take-in-question
by: <days> automation: <level>
name-the-reader - convenes briefing: the named reader, the decision
the report feeds, and what would make the reader
act differently
owner: reporting-manager after: search-store
automation: <level>
settle-measures - human: every measure the report uses, cited at the
version in force, and any word the report needs
that has no definition yet
owner: standards-keeper after: name-the-reader
automation: <level>
check-data - runs assessment: the fields the report needs, how
completely they are filled, how far back they go,
and where the record is known to be thin
owner: data-steward after: settle-measures
by: <days> automation: <level>
choose-cut - human: the grain, the filters, the timezone, the
comparison period, and how often it refreshes
owner: analytics after: check-data
automation: <level>
draft-report - human: the numbers, the comparison and the layout,
built against the measures at their versions
owner: analytics after: choose-cut
by: <days> automation: <level>
hand-count - runs assessment: <how many periods> computed
independently of the report and set beside it,
with every difference explained
owner: statistician after: draft-report
by: <days> automation: <level>
read-as-reader - convenes approval: the named reader says whether
they can make their decision from this and nothing
else
owner: <your revenue operations role>
after: hand-count
by: <days> automation: never
set-access - human: who may open it, at what grain, and which
rows each role may not see
owner: data-steward after: read-as-reader
automation: <level>
publish-report - human: the report goes live at an address, at a
version, with the measures and their versions
printed on it
owner: reporting-manager after: set-access
automation: <level>
watch-cycles - system: <how many cycles> watched for refreshes
that failed, numbers that moved without a reason,
and readers who never opened it
owner: analytics after: publish-report
by: <weeks> automation: <level>
set-retirement - human: what would switch this report off - <how
many> cycles unopened, the decision going away, or
a replacement covering it
owner: reporting-manager after: watch-cycles
automation: <level>
record-learnings - convenes debrief: what to reuse next time, and
what should not have been built at all
owner: reporting-manager after: set-retirement
automation: <level>
run-scoped:
freshness - runs collect-and-report owner: analytics
every: <cadence>
from: publish-report until: run close
handoffs:
take-in-question -> search-store [the-question]: the question in the
asker's own words, and how often they need it answered
search-store -> name-the-reader [existing-reports]: every report that
already touches the question, with its readers and its last opening
name-the-reader -> settle-measures [reader-and-decision]: the named
reader, the decision, and every word the question rests on
settle-measures -> check-data [measures-at-versions]: the measures at
their versions, and any word that has to be defined before this
report can compute
check-data -> choose-cut [data-coverage]: what the record holds, how
far back, and the gaps the report will have to show as gaps
choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
the timezone, the comparison and the refresh cadence, written down
before building
draft-report -> hand-count [report-draft]: the report at a draft
version, with the query behind every number
hand-count -> read-as-reader [two-counts]: the two counts side by
side, with every difference explained rather than averaged
read-as-reader -> set-access [reader-acceptance]: the report as the
reader accepted it, and anything they said they still cannot see
set-access -> publish-report [access-rules]: who may open it, at what
grain, and the rows each role is kept out of
publish-report -> watch-cycles [published-report]: the address, the
version, the cadence and the date of the first scheduled run
watch-cycles -> set-retirement [first-cycles]: failed refreshes,
unexplained moves, and how many people opened it in the first
cycles
set-retirement -> record-learnings [retirement-condition]: the
condition that would switch this report off, and the date it is
next reviewed against it
deviations:
search-store -> take-in-question [already-answered]: a report already
answers the question, so the run returns to the request and the
usual outcome is that the existing report is changed, moved or
opened up
check-data -> name-the-reader [data-will-not-support]: the record
cannot carry the question, so the reader either accepts a narrower
question or takes the gap away as work to fix the record
hand-count -> draft-report [counts-disagree]: the hand count and the
report disagree, so the draft is corrected before anything
publishes
read-as-reader -> choose-cut [reader-cannot-decide]: the reader
cannot make the decision from it, so the grain, the comparison and
the cadence are chosen again
watch-cycles -> draft-report [breaks-or-unopened]: it fails to
refresh or nobody opens it, so the report is drafted again rather
than left running
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the reader, the revenue
operations lead and whoever approves access>
systems: the data warehouse (read), the CRM (read),
the billing system (read), the reporting tool (write),
the report store (write), the access record (write)
data: the measure definitions at their versions, the reporting
calendar, <your access policy>, <your territory map> at a
version
policy:
every report cites the measures it computes, at their versions, on
the report itself
no report publishes before one period has been counted independently
and the differences explained
a report has one named reader and one decision, and a report nobody
can name a reader for is not built
a report shows a gap as a gap and never fills it with an estimate
access is set before publication, never after
a report is published with the condition that would retire it already
written down
measures:
cycle time: <days> from the question to the published report
coverage: <share> of published reports carrying a named reader and a
retirement condition
volume: <reports per period>
quality gate: <share> of published reports whose first period was
counted by hand and matched
```
Take it somewhere
Use this process in Google ADK
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
339 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: build a report id: <team>/build-a-report v1
from: ref/rev/build-a-report v1
owner: <who> effective: <date>
trigger: the same question is asked <how many> times in <period>, or
<who> asks for a standing report
watch: record=<question> system=<where answered questions are
filed>
change=<one question passes the number of askings the
policy names>
or watch: record=<report request> system=<where requests
arrive>
change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
construction at once, and two runs never build the same
report
goal: one report that answers a named reader's question on its cadence,
computing measures at the versions in force, checked against a
hand count before anyone acts on it
phases:
take-in-question - human: what the reader wants to know, how often
they need it, and what they do with the answer
owner: reporting-manager after: trigger
automation: <level>
search-store - runs collect-and-report: every published report
that touches this question, with who reads it and
how recently it was opened
owner: reporting-manager after: take-in-question
by: <days> automation: <level>
name-the-reader - convenes briefing: the named reader, the decision
the report feeds, and what would make the reader
act differently
owner: reporting-manager after: search-store
automation: <level>
settle-measures - human: every measure the report uses, cited at the
version in force, and any word the report needs
that has no definition yet
owner: standards-keeper after: name-the-reader
automation: <level>
check-data - runs assessment: the fields the report needs, how
completely they are filled, how far back they go,
and where the record is known to be thin
owner: data-steward after: settle-measures
by: <days> automation: <level>
choose-cut - human: the grain, the filters, the timezone, the
comparison period, and how often it refreshes
owner: analytics after: check-data
automation: <level>
draft-report - human: the numbers, the comparison and the layout,
built against the measures at their versions
owner: analytics after: choose-cut
by: <days> automation: <level>
hand-count - runs assessment: <how many periods> computed
independently of the report and set beside it,
with every difference explained
owner: statistician after: draft-report
by: <days> automation: <level>
read-as-reader - convenes approval: the named reader says whether
they can make their decision from this and nothing
else
owner: <your revenue operations role>
after: hand-count
by: <days> automation: never
set-access - human: who may open it, at what grain, and which
rows each role may not see
owner: data-steward after: read-as-reader
automation: <level>
publish-report - human: the report goes live at an address, at a
version, with the measures and their versions
printed on it
owner: reporting-manager after: set-access
automation: <level>
watch-cycles - system: <how many cycles> watched for refreshes
that failed, numbers that moved without a reason,
and readers who never opened it
owner: analytics after: publish-report
by: <weeks> automation: <level>
set-retirement - human: what would switch this report off - <how
many> cycles unopened, the decision going away, or
a replacement covering it
owner: reporting-manager after: watch-cycles
automation: <level>
record-learnings - convenes debrief: what to reuse next time, and
what should not have been built at all
owner: reporting-manager after: set-retirement
automation: <level>
run-scoped:
freshness - runs collect-and-report owner: analytics
every: <cadence>
from: publish-report until: run close
handoffs:
take-in-question -> search-store [the-question]: the question in the
asker's own words, and how often they need it answered
search-store -> name-the-reader [existing-reports]: every report that
already touches the question, with its readers and its last opening
name-the-reader -> settle-measures [reader-and-decision]: the named
reader, the decision, and every word the question rests on
settle-measures -> check-data [measures-at-versions]: the measures at
their versions, and any word that has to be defined before this
report can compute
check-data -> choose-cut [data-coverage]: what the record holds, how
far back, and the gaps the report will have to show as gaps
choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
the timezone, the comparison and the refresh cadence, written down
before building
draft-report -> hand-count [report-draft]: the report at a draft
version, with the query behind every number
hand-count -> read-as-reader [two-counts]: the two counts side by
side, with every difference explained rather than averaged
read-as-reader -> set-access [reader-acceptance]: the report as the
reader accepted it, and anything they said they still cannot see
set-access -> publish-report [access-rules]: who may open it, at what
grain, and the rows each role is kept out of
publish-report -> watch-cycles [published-report]: the address, the
version, the cadence and the date of the first scheduled run
watch-cycles -> set-retirement [first-cycles]: failed refreshes,
unexplained moves, and how many people opened it in the first
cycles
set-retirement -> record-learnings [retirement-condition]: the
condition that would switch this report off, and the date it is
next reviewed against it
deviations:
search-store -> take-in-question [already-answered]: a report already
answers the question, so the run returns to the request and the
usual outcome is that the existing report is changed, moved or
opened up
check-data -> name-the-reader [data-will-not-support]: the record
cannot carry the question, so the reader either accepts a narrower
question or takes the gap away as work to fix the record
hand-count -> draft-report [counts-disagree]: the hand count and the
report disagree, so the draft is corrected before anything
publishes
read-as-reader -> choose-cut [reader-cannot-decide]: the reader
cannot make the decision from it, so the grain, the comparison and
the cadence are chosen again
watch-cycles -> draft-report [breaks-or-unopened]: it fails to
refresh or nobody opens it, so the report is drafted again rather
than left running
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the reader, the revenue
operations lead and whoever approves access>
systems: the data warehouse (read), the CRM (read),
the billing system (read), the reporting tool (write),
the report store (write), the access record (write)
data: the measure definitions at their versions, the reporting
calendar, <your access policy>, <your territory map> at a
version
policy:
every report cites the measures it computes, at their versions, on
the report itself
no report publishes before one period has been counted independently
and the differences explained
a report has one named reader and one decision, and a report nobody
can name a reader for is not built
a report shows a gap as a gap and never fills it with an estimate
access is set before publication, never after
a report is published with the condition that would retire it already
written down
measures:
cycle time: <days> from the question to the published report
coverage: <share> of published reports carrying a named reader and a
retirement condition
volume: <reports per period>
quality gate: <share> of published reports whose first period was
counted by hand and matched
```
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
39 blanks to fill. Everything else is the process.
this process
from: ref/rev/build-a-report 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.