Catalog / Business processes / Revenue operations / Hire-to-Productive / Certify a Seller
reference process · revenue-operations · 17 activities · 8 on the roster
Certify a Seller
A seller is put forward and the run proves they can do the parts of the job a customer would notice, before a customer is the one finding out. What must be proved is named first, the standard for a pass is written down, and the assessment is checked against that standard before anybody sits it. The seller answers questions cold, runs a discovery conversation, takes the hard objections live, and builds a record and a quote unaided. Each part is scored against the written standard and a person signs the pass or the retake. The run closes when the result is recorded with the standard version it was scored against and the date it lapses.
The walk
The document
One run
Adoption
The activities
What happens in a run
17 activities from a seller is put forward for certification to the seller is certified against a version of the standard, or booked to retake, 3 of them gates a person has to sign. Drag the diagram to move along it.
Certify a Seller a seller is put forward for certification → the seller is certified against a version of the standard, or booked to retake
the assessment does not test the standard the standard cannot be scored the assessors do not agree retake the parts that failed the seller disputes a score the standard did not predict results a seller is put forward for certification 1 Take in the Request to Ce… who is put forward, for which job, and by when 2 Name What Must Be Proved the parts of the job a customer would notice 3 Set the Standard for a Pa… what a pass looks like, written down before use 4 Build the Assessment the questions, the exercises and the scenarios 5 Check the Assessment Is F… the assessment set against the standard it claims 6 Name the Assessors who scores, and who may not score their own seller 7 Brief the Assessors every assessor scores the same way, from one sheet 8 Schedule the Sitting the date, the order, and what the seller may bring 9 Run the Knowledge Check product, pricing and market questions, answered cold 10 Run the Discovery Exercise a discovery conversation played out end to end a person signs · never an agent 11 Run the Objection Exercise the hard questions asked live, without warning a person signs · never an agent 12 Run the Systems Check the seller builds a record and a quote unaided 13 Score Against the Standard each part scored, with the evidence behind it 14 Decide Pass or Retake a person signs the result and what it covers a person signs · never an agent 15 Give the Feedback what passed, what did not, and what to do next 16 Record the Certification the result, the standard version, and the expiry 17 Report What Certification… scores set against what those sellers went on to do the seller is certified against a version of the standard, or booked to retake
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: certify a seller id: <team> /certify-a-seller v1
from: ref/rev/certify-a-seller v1
owner: <who> effective: <date>
trigger: a seller is put forward for certification by <your onboarding
process>, by a manager, or by a standard that has moved
watch: record=<certification request>
system=<your learning system>
change=<a seller is put forward for a job, by an
onboarding run or by a manager>
or watch: record=<certification standard>
system=<your learning system>
change=<the standard moves to a version that reopens
certifications>
concurrency: runs may overlap - <how many> sittings in a period, and one
seller is certified for one job by one run at a time
goal: a signed pass or retake for every seller put forward, scored
against a written standard at a version, with the evidence kept
and the expiry date recorded
phases:
take-in-request - human: read who is put forward, for which job, at
what level, and the date they are needed by
owner: certification-check after: trigger
automation: assisted
name-matters - human: the parts of the job a customer would
notice, listed and agreed with <who>
owner: certification-check after: take-in-request
automation: <level>
set-standard - convenes decide-and-announce: what a pass looks
like for each part, written down before use
owner: standards-keeper
after: name-matters by: <days>
automation: <level>
build-assessment - runs build-by-talent: the questions, the exercises
and the scenarios that test the standard
owner: curriculum-manager after: set-standard
by: <days> automation: <level>
check-assessment - runs assessment: every item traced to the part of
the standard it claims to test
owner: certification-check after: build-assessment
automation: supervised
name-assessors - human: who scores, with <who> confirming that no
assessor scores a seller they manage
owner: certification-check after: set-standard
automation: <level>
brief-assessors - convenes briefing: the standard, the scoring sheet
and the worked examples, heard by all at once
owner: certification-check
after: check-assessment + name-assessors
automation: <level>
schedule-sitting - human: the date, the order of the parts, and what
the seller may bring into the room
owner: onboarding-manager after: brief-assessors
by: <days> automation: <level>
knowledge-check - runs assessment: product, pricing and market
questions, answered without notes
owner: certification-check after: schedule-sitting
automation: <level>
run-discovery - runs assessment: a discovery conversation played
end to end against <your discovery standard>
owner: <your assessor role>
after: knowledge-check automation: never
run-objections - runs assessment: the hard questions asked live,
drawn from <your objection set> , without warning
owner: <your assessor role>
after: run-discovery automation: never
systems-check - runs assessment: the seller opens a record, works
it to <stage> , and builds a quote unaided
owner: sales-enablement-manager
after: run-objections automation: <level>
score-result - human: each part scored against the standard, with
the evidence written next to the score
owner: certification-check
after: knowledge-check + run-discovery +
run-objections + systems-check
by: <days> automation: <level>
decide-result - convenes approval: <who> signs a pass, a
conditional pass or a retake, and says what it
covers
owner: <your sales manager role>
after: score-result by: <days>
automation: never
give-feedback - convenes debrief: what passed, what did not, and
what the seller does before the retake
owner: <your sales manager role>
after: decide-result by: <days>
automation: <level>
record-result - system: the result, the standard version, the
assessors, the evidence and the expiry date
owner: certification-check after: give-feedback
automation: <level>
report-predicted - runs collect-and-report: the scores set against
what those sellers went on to do, after <months>
owner: analytics after: record-result
automation: assisted
run-scoped:
sitting-log - runs collect-and-report owner: certification-check
every: <cadence>
from: knowledge-check until: score-result
standard - runs assessment owner: standards-keeper
every: <cadence>
from: set-standard until: run close
handoffs:
take-in-request -> name-matters [certification-request]: who is being
certified, for which job, and the date the certification is needed
by
name-matters -> set-standard [what-matters]: the parts of the job
that matter, each with the reason a customer would notice it
set-standard -> build-assessment [pass-standard]: the standard at a
version, with a pass line for every part
set-standard -> name-assessors [standard-for-assessors]: the
standard, so the assessors are chosen for what they can actually
judge
build-assessment -> check-assessment [draft-assessment]: every
question and exercise, each one naming the part of the standard it
tests
check-assessment -> brief-assessors [approved-assessment]: the
assessment as approved, and any item removed with the reason it was
removed
name-assessors -> brief-assessors [assessor-list]: who scores which
part, and the conflicts that were ruled out
brief-assessors -> schedule-sitting [scoring-sheet]: the scoring
sheet at a version, and the worked examples every assessor saw
schedule-sitting -> knowledge-check [sitting-plan]: the date, the
order, and what the seller was told they may bring
knowledge-check -> run-discovery [knowledge-answers]: the answers as
given, marked, so the exercise can probe what was shaky
run-discovery -> run-objections [discovery-record]: the conversation
as it ran, with what the seller did not ask
run-objections -> systems-check [objection-record]: the objections as
answered, with the words the seller used
systems-check -> score-result [systems-work]: the record and the
quote as built, and every step the seller needed help with
score-result -> decide-result [scores-and-evidence]: a score per
part, the evidence behind each score, and the assessor who gave it
decide-result -> give-feedback [signed-result]: the signed result,
what it covers, and any condition attached to a conditional pass
give-feedback -> record-result [feedback-given]: what the seller was
told, on what date, and what they said back
record-result -> report-predicted [certification-record]: the result,
the standard version and the expiry, at the record every system
reads
deviations:
check-assessment -> build-assessment [assessment-off-standard]: items
have no part of the standard behind them, so the assessment is
built again and the removals are recorded
check-assessment -> set-standard [standard-cannot-be-scored]: a part
of the standard is one two assessors would mark differently, so the
standard is set again before anybody sits it
decide-result -> score-result [assessors-disagree]: the assessors do
not agree, so the scores go back with the evidence and are settled
against the written standard
decide-result -> schedule-sitting [retake-booked]: the result is a
retake, so a sitting is scheduled again for the parts that failed
give-feedback -> score-result [score-disputed]: the seller disputes a
score, so the dispute goes to the scoring with the evidence rather
than to the decision
report-predicted -> set-standard [standard-did-not-predict]:
certified sellers do no better than uncertified ones, so the
standard is set again as an amendment at a new version
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the sales manager, the assessors
and the signer>
systems: the learning system (write), the enablement library (read),
the CRM (write, on a practice record),
the quoting system (write, on a practice record),
the certification record (write), analytics (read)
data: <your certification standard> <version> , <your discovery
standard>, <your objection set> , <your price book> <version> ,
the assessment at a version, the scoring sheet
policy:
the standard is written down before the assessment is built, and an
assessment that tests something the standard does not name is
changed rather than scored
no assessor scores a seller they manage or hired
a pass is signed by a person and is never granted by an agent
a conditional pass names the condition and the date it expires. An
expired condition is a retake, not a pass
every score keeps the evidence it was given on, so a disputed score
can be reread rather than re-argued
a certification names the standard version it was scored against. When
the standard changes, <who> decides which certifications reopen
a seller who fails retakes only the parts that failed, after <days>
measures:
cycle time: <days> from the seller being put forward to a signed
result
coverage: <target> share of sellers certified before their first
customer conversation
volume: <sittings per period>
quality gate: no customer conversation without a signed pass, and
<sample size> of scores reread each period against the
standard
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
315 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: certify a seller id: <team>/certify-a-seller v1
from: ref/rev/certify-a-seller v1
owner: <who> effective: <date>
trigger: a seller is put forward for certification by <your onboarding
process>, by a manager, or by a standard that has moved
watch: record=<certification request>
system=<your learning system>
change=<a seller is put forward for a job, by an
onboarding run or by a manager>
or watch: record=<certification standard>
system=<your learning system>
change=<the standard moves to a version that reopens
certifications>
concurrency: runs may overlap - <how many> sittings in a period, and one
seller is certified for one job by one run at a time
goal: a signed pass or retake for every seller put forward, scored
against a written standard at a version, with the evidence kept
and the expiry date recorded
phases:
take-in-request - human: read who is put forward, for which job, at
what level, and the date they are needed by
owner: certification-check after: trigger
automation: assisted
name-matters - human: the parts of the job a customer would
notice, listed and agreed with <who>
owner: certification-check after: take-in-request
automation: <level>
set-standard - convenes decide-and-announce: what a pass looks
like for each part, written down before use
owner: standards-keeper
after: name-matters by: <days>
automation: <level>
build-assessment - runs build-by-talent: the questions, the exercises
and the scenarios that test the standard
owner: curriculum-manager after: set-standard
by: <days> automation: <level>
check-assessment - runs assessment: every item traced to the part of
the standard it claims to test
owner: certification-check after: build-assessment
automation: supervised
name-assessors - human: who scores, with <who> confirming that no
assessor scores a seller they manage
owner: certification-check after: set-standard
automation: <level>
brief-assessors - convenes briefing: the standard, the scoring sheet
and the worked examples, heard by all at once
owner: certification-check
after: check-assessment + name-assessors
automation: <level>
schedule-sitting - human: the date, the order of the parts, and what
the seller may bring into the room
owner: onboarding-manager after: brief-assessors
by: <days> automation: <level>
knowledge-check - runs assessment: product, pricing and market
questions, answered without notes
owner: certification-check after: schedule-sitting
automation: <level>
run-discovery - runs assessment: a discovery conversation played
end to end against <your discovery standard>
owner: <your assessor role>
after: knowledge-check automation: never
run-objections - runs assessment: the hard questions asked live,
drawn from <your objection set>, without warning
owner: <your assessor role>
after: run-discovery automation: never
systems-check - runs assessment: the seller opens a record, works
it to <stage>, and builds a quote unaided
owner: sales-enablement-manager
after: run-objections automation: <level>
score-result - human: each part scored against the standard, with
the evidence written next to the score
owner: certification-check
after: knowledge-check + run-discovery +
run-objections + systems-check
by: <days> automation: <level>
decide-result - convenes approval: <who> signs a pass, a
conditional pass or a retake, and says what it
covers
owner: <your sales manager role>
after: score-result by: <days>
automation: never
give-feedback - convenes debrief: what passed, what did not, and
what the seller does before the retake
owner: <your sales manager role>
after: decide-result by: <days>
automation: <level>
record-result - system: the result, the standard version, the
assessors, the evidence and the expiry date
owner: certification-check after: give-feedback
automation: <level>
report-predicted - runs collect-and-report: the scores set against
what those sellers went on to do, after <months>
owner: analytics after: record-result
automation: assisted
run-scoped:
sitting-log - runs collect-and-report owner: certification-check
every: <cadence>
from: knowledge-check until: score-result
standard - runs assessment owner: standards-keeper
every: <cadence>
from: set-standard until: run close
handoffs:
take-in-request -> name-matters [certification-request]: who is being
certified, for which job, and the date the certification is needed
by
name-matters -> set-standard [what-matters]: the parts of the job
that matter, each with the reason a customer would notice it
set-standard -> build-assessment [pass-standard]: the standard at a
version, with a pass line for every part
set-standard -> name-assessors [standard-for-assessors]: the
standard, so the assessors are chosen for what they can actually
judge
build-assessment -> check-assessment [draft-assessment]: every
question and exercise, each one naming the part of the standard it
tests
check-assessment -> brief-assessors [approved-assessment]: the
assessment as approved, and any item removed with the reason it was
removed
name-assessors -> brief-assessors [assessor-list]: who scores which
part, and the conflicts that were ruled out
brief-assessors -> schedule-sitting [scoring-sheet]: the scoring
sheet at a version, and the worked examples every assessor saw
schedule-sitting -> knowledge-check [sitting-plan]: the date, the
order, and what the seller was told they may bring
knowledge-check -> run-discovery [knowledge-answers]: the answers as
given, marked, so the exercise can probe what was shaky
run-discovery -> run-objections [discovery-record]: the conversation
as it ran, with what the seller did not ask
run-objections -> systems-check [objection-record]: the objections as
answered, with the words the seller used
systems-check -> score-result [systems-work]: the record and the
quote as built, and every step the seller needed help with
score-result -> decide-result [scores-and-evidence]: a score per
part, the evidence behind each score, and the assessor who gave it
decide-result -> give-feedback [signed-result]: the signed result,
what it covers, and any condition attached to a conditional pass
give-feedback -> record-result [feedback-given]: what the seller was
told, on what date, and what they said back
record-result -> report-predicted [certification-record]: the result,
the standard version and the expiry, at the record every system
reads
deviations:
check-assessment -> build-assessment [assessment-off-standard]: items
have no part of the standard behind them, so the assessment is
built again and the removals are recorded
check-assessment -> set-standard [standard-cannot-be-scored]: a part
of the standard is one two assessors would mark differently, so the
standard is set again before anybody sits it
decide-result -> score-result [assessors-disagree]: the assessors do
not agree, so the scores go back with the evidence and are settled
against the written standard
decide-result -> schedule-sitting [retake-booked]: the result is a
retake, so a sitting is scheduled again for the parts that failed
give-feedback -> score-result [score-disputed]: the seller disputes a
score, so the dispute goes to the scoring with the evidence rather
than to the decision
report-predicted -> set-standard [standard-did-not-predict]:
certified sellers do no better than uncertified ones, so the
standard is set again as an amendment at a new version
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the sales manager, the assessors
and the signer>
systems: the learning system (write), the enablement library (read),
the CRM (write, on a practice record),
the quoting system (write, on a practice record),
the certification record (write), analytics (read)
data: <your certification standard> <version>, <your discovery
standard>, <your objection set>, <your price book> <version>,
the assessment at a version, the scoring sheet
policy:
the standard is written down before the assessment is built, and an
assessment that tests something the standard does not name is
changed rather than scored
no assessor scores a seller they manage or hired
a pass is signed by a person and is never granted by an agent
a conditional pass names the condition and the date it expires. An
expired condition is a retake, not a pass
every score keeps the evidence it was given on, so a disputed score
can be reread rather than re-argued
a certification names the standard version it was scored against. When
the standard changes, <who> decides which certifications reopen
a seller who fails retakes only the parts that failed, after <days>
measures:
cycle time: <days> from the seller being put forward to a signed
result
coverage: <target> share of sellers certified before their first
customer conversation
volume: <sittings per period>
quality gate: no customer conversation without a signed pass, and
<sample size> of scores reread each period against the
standard
```
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
370 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: certify a seller id: <team>/certify-a-seller v1
from: ref/rev/certify-a-seller v1
owner: <who> effective: <date>
trigger: a seller is put forward for certification by <your onboarding
process>, by a manager, or by a standard that has moved
watch: record=<certification request>
system=<your learning system>
change=<a seller is put forward for a job, by an
onboarding run or by a manager>
or watch: record=<certification standard>
system=<your learning system>
change=<the standard moves to a version that reopens
certifications>
concurrency: runs may overlap - <how many> sittings in a period, and one
seller is certified for one job by one run at a time
goal: a signed pass or retake for every seller put forward, scored
against a written standard at a version, with the evidence kept
and the expiry date recorded
phases:
take-in-request - human: read who is put forward, for which job, at
what level, and the date they are needed by
owner: certification-check after: trigger
automation: assisted
name-matters - human: the parts of the job a customer would
notice, listed and agreed with <who>
owner: certification-check after: take-in-request
automation: <level>
set-standard - convenes decide-and-announce: what a pass looks
like for each part, written down before use
owner: standards-keeper
after: name-matters by: <days>
automation: <level>
build-assessment - runs build-by-talent: the questions, the exercises
and the scenarios that test the standard
owner: curriculum-manager after: set-standard
by: <days> automation: <level>
check-assessment - runs assessment: every item traced to the part of
the standard it claims to test
owner: certification-check after: build-assessment
automation: supervised
name-assessors - human: who scores, with <who> confirming that no
assessor scores a seller they manage
owner: certification-check after: set-standard
automation: <level>
brief-assessors - convenes briefing: the standard, the scoring sheet
and the worked examples, heard by all at once
owner: certification-check
after: check-assessment + name-assessors
automation: <level>
schedule-sitting - human: the date, the order of the parts, and what
the seller may bring into the room
owner: onboarding-manager after: brief-assessors
by: <days> automation: <level>
knowledge-check - runs assessment: product, pricing and market
questions, answered without notes
owner: certification-check after: schedule-sitting
automation: <level>
run-discovery - runs assessment: a discovery conversation played
end to end against <your discovery standard>
owner: <your assessor role>
after: knowledge-check automation: never
run-objections - runs assessment: the hard questions asked live,
drawn from <your objection set>, without warning
owner: <your assessor role>
after: run-discovery automation: never
systems-check - runs assessment: the seller opens a record, works
it to <stage>, and builds a quote unaided
owner: sales-enablement-manager
after: run-objections automation: <level>
score-result - human: each part scored against the standard, with
the evidence written next to the score
owner: certification-check
after: knowledge-check + run-discovery +
run-objections + systems-check
by: <days> automation: <level>
decide-result - convenes approval: <who> signs a pass, a
conditional pass or a retake, and says what it
covers
owner: <your sales manager role>
after: score-result by: <days>
automation: never
give-feedback - convenes debrief: what passed, what did not, and
what the seller does before the retake
owner: <your sales manager role>
after: decide-result by: <days>
automation: <level>
record-result - system: the result, the standard version, the
assessors, the evidence and the expiry date
owner: certification-check after: give-feedback
automation: <level>
report-predicted - runs collect-and-report: the scores set against
what those sellers went on to do, after <months>
owner: analytics after: record-result
automation: assisted
run-scoped:
sitting-log - runs collect-and-report owner: certification-check
every: <cadence>
from: knowledge-check until: score-result
standard - runs assessment owner: standards-keeper
every: <cadence>
from: set-standard until: run close
handoffs:
take-in-request -> name-matters [certification-request]: who is being
certified, for which job, and the date the certification is needed
by
name-matters -> set-standard [what-matters]: the parts of the job
that matter, each with the reason a customer would notice it
set-standard -> build-assessment [pass-standard]: the standard at a
version, with a pass line for every part
set-standard -> name-assessors [standard-for-assessors]: the
standard, so the assessors are chosen for what they can actually
judge
build-assessment -> check-assessment [draft-assessment]: every
question and exercise, each one naming the part of the standard it
tests
check-assessment -> brief-assessors [approved-assessment]: the
assessment as approved, and any item removed with the reason it was
removed
name-assessors -> brief-assessors [assessor-list]: who scores which
part, and the conflicts that were ruled out
brief-assessors -> schedule-sitting [scoring-sheet]: the scoring
sheet at a version, and the worked examples every assessor saw
schedule-sitting -> knowledge-check [sitting-plan]: the date, the
order, and what the seller was told they may bring
knowledge-check -> run-discovery [knowledge-answers]: the answers as
given, marked, so the exercise can probe what was shaky
run-discovery -> run-objections [discovery-record]: the conversation
as it ran, with what the seller did not ask
run-objections -> systems-check [objection-record]: the objections as
answered, with the words the seller used
systems-check -> score-result [systems-work]: the record and the
quote as built, and every step the seller needed help with
score-result -> decide-result [scores-and-evidence]: a score per
part, the evidence behind each score, and the assessor who gave it
decide-result -> give-feedback [signed-result]: the signed result,
what it covers, and any condition attached to a conditional pass
give-feedback -> record-result [feedback-given]: what the seller was
told, on what date, and what they said back
record-result -> report-predicted [certification-record]: the result,
the standard version and the expiry, at the record every system
reads
deviations:
check-assessment -> build-assessment [assessment-off-standard]: items
have no part of the standard behind them, so the assessment is
built again and the removals are recorded
check-assessment -> set-standard [standard-cannot-be-scored]: a part
of the standard is one two assessors would mark differently, so the
standard is set again before anybody sits it
decide-result -> score-result [assessors-disagree]: the assessors do
not agree, so the scores go back with the evidence and are settled
against the written standard
decide-result -> schedule-sitting [retake-booked]: the result is a
retake, so a sitting is scheduled again for the parts that failed
give-feedback -> score-result [score-disputed]: the seller disputes a
score, so the dispute goes to the scoring with the evidence rather
than to the decision
report-predicted -> set-standard [standard-did-not-predict]:
certified sellers do no better than uncertified ones, so the
standard is set again as an amendment at a new version
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the sales manager, the assessors
and the signer>
systems: the learning system (write), the enablement library (read),
the CRM (write, on a practice record),
the quoting system (write, on a practice record),
the certification record (write), analytics (read)
data: <your certification standard> <version>, <your discovery
standard>, <your objection set>, <your price book> <version>,
the assessment at a version, the scoring sheet
policy:
the standard is written down before the assessment is built, and an
assessment that tests something the standard does not name is
changed rather than scored
no assessor scores a seller they manage or hired
a pass is signed by a person and is never granted by an agent
a conditional pass names the condition and the date it expires. An
expired condition is a retake, not a pass
every score keeps the evidence it was given on, so a disputed score
can be reread rather than re-argued
a certification names the standard version it was scored against. When
the standard changes, <who> decides which certifications reopen
a seller who fails retakes only the parts that failed, after <days>
measures:
cycle time: <days> from the seller being put forward to a signed
result
coverage: <target> share of sellers certified before their first
customer conversation
volume: <sittings per period>
quality gate: no customer conversation without a signed pass, and
<sample size> of scores reread each period against the
standard
```
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
375 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: certify a seller id: <team>/certify-a-seller v1
from: ref/rev/certify-a-seller v1
owner: <who> effective: <date>
trigger: a seller is put forward for certification by <your onboarding
process>, by a manager, or by a standard that has moved
watch: record=<certification request>
system=<your learning system>
change=<a seller is put forward for a job, by an
onboarding run or by a manager>
or watch: record=<certification standard>
system=<your learning system>
change=<the standard moves to a version that reopens
certifications>
concurrency: runs may overlap - <how many> sittings in a period, and one
seller is certified for one job by one run at a time
goal: a signed pass or retake for every seller put forward, scored
against a written standard at a version, with the evidence kept
and the expiry date recorded
phases:
take-in-request - human: read who is put forward, for which job, at
what level, and the date they are needed by
owner: certification-check after: trigger
automation: assisted
name-matters - human: the parts of the job a customer would
notice, listed and agreed with <who>
owner: certification-check after: take-in-request
automation: <level>
set-standard - convenes decide-and-announce: what a pass looks
like for each part, written down before use
owner: standards-keeper
after: name-matters by: <days>
automation: <level>
build-assessment - runs build-by-talent: the questions, the exercises
and the scenarios that test the standard
owner: curriculum-manager after: set-standard
by: <days> automation: <level>
check-assessment - runs assessment: every item traced to the part of
the standard it claims to test
owner: certification-check after: build-assessment
automation: supervised
name-assessors - human: who scores, with <who> confirming that no
assessor scores a seller they manage
owner: certification-check after: set-standard
automation: <level>
brief-assessors - convenes briefing: the standard, the scoring sheet
and the worked examples, heard by all at once
owner: certification-check
after: check-assessment + name-assessors
automation: <level>
schedule-sitting - human: the date, the order of the parts, and what
the seller may bring into the room
owner: onboarding-manager after: brief-assessors
by: <days> automation: <level>
knowledge-check - runs assessment: product, pricing and market
questions, answered without notes
owner: certification-check after: schedule-sitting
automation: <level>
run-discovery - runs assessment: a discovery conversation played
end to end against <your discovery standard>
owner: <your assessor role>
after: knowledge-check automation: never
run-objections - runs assessment: the hard questions asked live,
drawn from <your objection set>, without warning
owner: <your assessor role>
after: run-discovery automation: never
systems-check - runs assessment: the seller opens a record, works
it to <stage>, and builds a quote unaided
owner: sales-enablement-manager
after: run-objections automation: <level>
score-result - human: each part scored against the standard, with
the evidence written next to the score
owner: certification-check
after: knowledge-check + run-discovery +
run-objections + systems-check
by: <days> automation: <level>
decide-result - convenes approval: <who> signs a pass, a
conditional pass or a retake, and says what it
covers
owner: <your sales manager role>
after: score-result by: <days>
automation: never
give-feedback - convenes debrief: what passed, what did not, and
what the seller does before the retake
owner: <your sales manager role>
after: decide-result by: <days>
automation: <level>
record-result - system: the result, the standard version, the
assessors, the evidence and the expiry date
owner: certification-check after: give-feedback
automation: <level>
report-predicted - runs collect-and-report: the scores set against
what those sellers went on to do, after <months>
owner: analytics after: record-result
automation: assisted
run-scoped:
sitting-log - runs collect-and-report owner: certification-check
every: <cadence>
from: knowledge-check until: score-result
standard - runs assessment owner: standards-keeper
every: <cadence>
from: set-standard until: run close
handoffs:
take-in-request -> name-matters [certification-request]: who is being
certified, for which job, and the date the certification is needed
by
name-matters -> set-standard [what-matters]: the parts of the job
that matter, each with the reason a customer would notice it
set-standard -> build-assessment [pass-standard]: the standard at a
version, with a pass line for every part
set-standard -> name-assessors [standard-for-assessors]: the
standard, so the assessors are chosen for what they can actually
judge
build-assessment -> check-assessment [draft-assessment]: every
question and exercise, each one naming the part of the standard it
tests
check-assessment -> brief-assessors [approved-assessment]: the
assessment as approved, and any item removed with the reason it was
removed
name-assessors -> brief-assessors [assessor-list]: who scores which
part, and the conflicts that were ruled out
brief-assessors -> schedule-sitting [scoring-sheet]: the scoring
sheet at a version, and the worked examples every assessor saw
schedule-sitting -> knowledge-check [sitting-plan]: the date, the
order, and what the seller was told they may bring
knowledge-check -> run-discovery [knowledge-answers]: the answers as
given, marked, so the exercise can probe what was shaky
run-discovery -> run-objections [discovery-record]: the conversation
as it ran, with what the seller did not ask
run-objections -> systems-check [objection-record]: the objections as
answered, with the words the seller used
systems-check -> score-result [systems-work]: the record and the
quote as built, and every step the seller needed help with
score-result -> decide-result [scores-and-evidence]: a score per
part, the evidence behind each score, and the assessor who gave it
decide-result -> give-feedback [signed-result]: the signed result,
what it covers, and any condition attached to a conditional pass
give-feedback -> record-result [feedback-given]: what the seller was
told, on what date, and what they said back
record-result -> report-predicted [certification-record]: the result,
the standard version and the expiry, at the record every system
reads
deviations:
check-assessment -> build-assessment [assessment-off-standard]: items
have no part of the standard behind them, so the assessment is
built again and the removals are recorded
check-assessment -> set-standard [standard-cannot-be-scored]: a part
of the standard is one two assessors would mark differently, so the
standard is set again before anybody sits it
decide-result -> score-result [assessors-disagree]: the assessors do
not agree, so the scores go back with the evidence and are settled
against the written standard
decide-result -> schedule-sitting [retake-booked]: the result is a
retake, so a sitting is scheduled again for the parts that failed
give-feedback -> score-result [score-disputed]: the seller disputes a
score, so the dispute goes to the scoring with the evidence rather
than to the decision
report-predicted -> set-standard [standard-did-not-predict]:
certified sellers do no better than uncertified ones, so the
standard is set again as an amendment at a new version
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the sales manager, the assessors
and the signer>
systems: the learning system (write), the enablement library (read),
the CRM (write, on a practice record),
the quoting system (write, on a practice record),
the certification record (write), analytics (read)
data: <your certification standard> <version>, <your discovery
standard>, <your objection set>, <your price book> <version>,
the assessment at a version, the scoring sheet
policy:
the standard is written down before the assessment is built, and an
assessment that tests something the standard does not name is
changed rather than scored
no assessor scores a seller they manage or hired
a pass is signed by a person and is never granted by an agent
a conditional pass names the condition and the date it expires. An
expired condition is a retake, not a pass
every score keeps the evidence it was given on, so a disputed score
can be reread rather than re-argued
a certification names the standard version it was scored against. When
the standard changes, <who> decides which certifications reopen
a seller who fails retakes only the parts that failed, after <days>
measures:
cycle time: <days> from the seller being put forward to a signed
result
coverage: <target> share of sellers certified before their first
customer conversation
volume: <sittings per period>
quality gate: no customer conversation without a signed pass, and
<sample size> of scores reread each period against the
standard
```
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
366 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: certify a seller id: <team>/certify-a-seller v1
from: ref/rev/certify-a-seller v1
owner: <who> effective: <date>
trigger: a seller is put forward for certification by <your onboarding
process>, by a manager, or by a standard that has moved
watch: record=<certification request>
system=<your learning system>
change=<a seller is put forward for a job, by an
onboarding run or by a manager>
or watch: record=<certification standard>
system=<your learning system>
change=<the standard moves to a version that reopens
certifications>
concurrency: runs may overlap - <how many> sittings in a period, and one
seller is certified for one job by one run at a time
goal: a signed pass or retake for every seller put forward, scored
against a written standard at a version, with the evidence kept
and the expiry date recorded
phases:
take-in-request - human: read who is put forward, for which job, at
what level, and the date they are needed by
owner: certification-check after: trigger
automation: assisted
name-matters - human: the parts of the job a customer would
notice, listed and agreed with <who>
owner: certification-check after: take-in-request
automation: <level>
set-standard - convenes decide-and-announce: what a pass looks
like for each part, written down before use
owner: standards-keeper
after: name-matters by: <days>
automation: <level>
build-assessment - runs build-by-talent: the questions, the exercises
and the scenarios that test the standard
owner: curriculum-manager after: set-standard
by: <days> automation: <level>
check-assessment - runs assessment: every item traced to the part of
the standard it claims to test
owner: certification-check after: build-assessment
automation: supervised
name-assessors - human: who scores, with <who> confirming that no
assessor scores a seller they manage
owner: certification-check after: set-standard
automation: <level>
brief-assessors - convenes briefing: the standard, the scoring sheet
and the worked examples, heard by all at once
owner: certification-check
after: check-assessment + name-assessors
automation: <level>
schedule-sitting - human: the date, the order of the parts, and what
the seller may bring into the room
owner: onboarding-manager after: brief-assessors
by: <days> automation: <level>
knowledge-check - runs assessment: product, pricing and market
questions, answered without notes
owner: certification-check after: schedule-sitting
automation: <level>
run-discovery - runs assessment: a discovery conversation played
end to end against <your discovery standard>
owner: <your assessor role>
after: knowledge-check automation: never
run-objections - runs assessment: the hard questions asked live,
drawn from <your objection set>, without warning
owner: <your assessor role>
after: run-discovery automation: never
systems-check - runs assessment: the seller opens a record, works
it to <stage>, and builds a quote unaided
owner: sales-enablement-manager
after: run-objections automation: <level>
score-result - human: each part scored against the standard, with
the evidence written next to the score
owner: certification-check
after: knowledge-check + run-discovery +
run-objections + systems-check
by: <days> automation: <level>
decide-result - convenes approval: <who> signs a pass, a
conditional pass or a retake, and says what it
covers
owner: <your sales manager role>
after: score-result by: <days>
automation: never
give-feedback - convenes debrief: what passed, what did not, and
what the seller does before the retake
owner: <your sales manager role>
after: decide-result by: <days>
automation: <level>
record-result - system: the result, the standard version, the
assessors, the evidence and the expiry date
owner: certification-check after: give-feedback
automation: <level>
report-predicted - runs collect-and-report: the scores set against
what those sellers went on to do, after <months>
owner: analytics after: record-result
automation: assisted
run-scoped:
sitting-log - runs collect-and-report owner: certification-check
every: <cadence>
from: knowledge-check until: score-result
standard - runs assessment owner: standards-keeper
every: <cadence>
from: set-standard until: run close
handoffs:
take-in-request -> name-matters [certification-request]: who is being
certified, for which job, and the date the certification is needed
by
name-matters -> set-standard [what-matters]: the parts of the job
that matter, each with the reason a customer would notice it
set-standard -> build-assessment [pass-standard]: the standard at a
version, with a pass line for every part
set-standard -> name-assessors [standard-for-assessors]: the
standard, so the assessors are chosen for what they can actually
judge
build-assessment -> check-assessment [draft-assessment]: every
question and exercise, each one naming the part of the standard it
tests
check-assessment -> brief-assessors [approved-assessment]: the
assessment as approved, and any item removed with the reason it was
removed
name-assessors -> brief-assessors [assessor-list]: who scores which
part, and the conflicts that were ruled out
brief-assessors -> schedule-sitting [scoring-sheet]: the scoring
sheet at a version, and the worked examples every assessor saw
schedule-sitting -> knowledge-check [sitting-plan]: the date, the
order, and what the seller was told they may bring
knowledge-check -> run-discovery [knowledge-answers]: the answers as
given, marked, so the exercise can probe what was shaky
run-discovery -> run-objections [discovery-record]: the conversation
as it ran, with what the seller did not ask
run-objections -> systems-check [objection-record]: the objections as
answered, with the words the seller used
systems-check -> score-result [systems-work]: the record and the
quote as built, and every step the seller needed help with
score-result -> decide-result [scores-and-evidence]: a score per
part, the evidence behind each score, and the assessor who gave it
decide-result -> give-feedback [signed-result]: the signed result,
what it covers, and any condition attached to a conditional pass
give-feedback -> record-result [feedback-given]: what the seller was
told, on what date, and what they said back
record-result -> report-predicted [certification-record]: the result,
the standard version and the expiry, at the record every system
reads
deviations:
check-assessment -> build-assessment [assessment-off-standard]: items
have no part of the standard behind them, so the assessment is
built again and the removals are recorded
check-assessment -> set-standard [standard-cannot-be-scored]: a part
of the standard is one two assessors would mark differently, so the
standard is set again before anybody sits it
decide-result -> score-result [assessors-disagree]: the assessors do
not agree, so the scores go back with the evidence and are settled
against the written standard
decide-result -> schedule-sitting [retake-booked]: the result is a
retake, so a sitting is scheduled again for the parts that failed
give-feedback -> score-result [score-disputed]: the seller disputes a
score, so the dispute goes to the scoring with the evidence rather
than to the decision
report-predicted -> set-standard [standard-did-not-predict]:
certified sellers do no better than uncertified ones, so the
standard is set again as an amendment at a new version
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the sales manager, the assessors
and the signer>
systems: the learning system (write), the enablement library (read),
the CRM (write, on a practice record),
the quoting system (write, on a practice record),
the certification record (write), analytics (read)
data: <your certification standard> <version>, <your discovery
standard>, <your objection set>, <your price book> <version>,
the assessment at a version, the scoring sheet
policy:
the standard is written down before the assessment is built, and an
assessment that tests something the standard does not name is
changed rather than scored
no assessor scores a seller they manage or hired
a pass is signed by a person and is never granted by an agent
a conditional pass names the condition and the date it expires. An
expired condition is a retake, not a pass
every score keeps the evidence it was given on, so a disputed score
can be reread rather than re-argued
a certification names the standard version it was scored against. When
the standard changes, <who> decides which certifications reopen
a seller who fails retakes only the parts that failed, after <days>
measures:
cycle time: <days> from the seller being put forward to a signed
result
coverage: <target> share of sellers certified before their first
customer conversation
volume: <sittings per period>
quality gate: no customer conversation without a signed pass, and
<sample size> of scores reread each period against the
standard
```
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
49 blanks to fill. Everything else is the process.
this process
from: ref/rev/certify-a-seller 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.