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reference process · sales · 14 activities · 6 on the roster

Build a Prospect List

A seller is given a territory or an account plan and has to turn it into a list of people worth approaching. The rules for who counts as a prospect are written down first. Accounts are pulled from the sources, checked against who already owns them, and read one by one. The people worth approaching are found, their details are verified, and the consent record and the suppression list decide who may be contacted on which channel. The seller keeps, drops or adds accounts, a person signs the list, and the list is loaded where the sequences read it.

The activities

What happens in a run

14 activities from a territory is assigned or an account plan is approved to a signed list is loaded and ready to be worked, one of them a gate a person has to sign. Drag the diagram to move along it.

Build a Prospect Lista territory is assigned or an account plan is approved → a signed list is loaded and ready to be worked
the account is already owned or already being workedthe account may not be approached at allthe details do not check outnobody at the account may be contactedthe seller wants different accountsthe rules found the wrong shape of accountthe list is not acceptedthe refresh firesa territory is assigned or an account plan is approved1Take in the Territory or …what the list must cover, andby when2Set the Fit Ruleswho counts as a prospect,written down3Pull the Candidate Accoun…accounts matching the rules,from the sources4Check Who Already Owns Th…who already owns each account,and what is open5Read Each Accountstanding, history, and what theaccount deals with6Find the Peoplethe roles worth approaching ateach account7Verify the Contact Detailsaddresses and numbers checkedbefore use8Apply Consent and Suppres…who may be contacted, channelby channel9Score and Rankwhich accounts get worked first10Review with the Sellerthe seller keeps, drops or addsaccounts11Sign the Lista person accepts the listbefore it is useda person signs · never an agent12Load the Listthe list lands where thesequences read it13Set the Refreshwhen the list is rebuilt, andwhat triggers it14Record What Was Learnedwhich rules found realprospectsa signed list is loaded and ready to be worked
The roster this process needs

Hover a name to see the activities it holds. A dashed one is a person, and stays one.

The document

The document, with the blanks marked

Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.

PROCESS: build a prospect list     id: <team>/build-a-prospect-list  v1
from: ref/sls/build-a-prospect-list v1
owner: <who>                       effective: <date>
trigger: a territory is assigned or an account plan is approved in
         <your planning process>
         watch: record=<territory> system=<your planning system>
                change=<a territory is assigned to a seller>
         or watch: record=<account plan> system=<your planning system>
                change=<an account plan is approved>
concurrency: runs may overlap - <how many> lists are built at once, and
             one account belongs to one list at a time
goal: a signed list of accounts and named people, every one of them
      checked against ownership, consent and suppression, loaded where
      the sequences read it within <days>
phases:
  take-in-scope    - human: read the territory or the account plan and
                     write down what the list has to cover, for which
                     segment, and by when
                     owner: <your seller role>   after: trigger
                     automation: <level>
  set-fit-rules    - convenes decide-and-announce: who counts as a
                     prospect, written as rules another person can
                     apply without asking
                     owner: prospect-researcher
                     after: take-in-scope        automation: <level>
  pull-candidates  - runs collect-and-report: accounts matching the
                     rules, pulled from <your account data sources>,
                     each one naming the source it came from
                     owner: prospect-researcher
                     after: set-fit-rules
                     by: <days>                  automation: <level>
  check-ownership  - runs assessment: who owns each account today, what
                     is open against it, and whether another list is
                     already working it
                     owner: account-monitor
                     after: pull-candidates      automation: <level>
  read-accounts    - runs collect-and-report: each account's standing,
                     its history with us, and what it is dealing with
                     right now
                     owner: account-monitor
                     after: check-ownership
                     by: <days>                  automation: <level>
  find-people      - runs collect-and-report: the roles worth
                     approaching at each account, and the name sitting
                     in each role
                     owner: prospect-researcher
                     after: read-accounts
                     by: <days>                  automation: <level>
  verify-details   - runs assessment: every address and number checked
                     against <your verification source> before it is
                     used
                     owner: prospect-researcher
                     after: find-people          automation: <level>
  apply-consent    - runs assessment: the consent record and the
                     suppression list applied to every person, channel
                     by channel, with the count removed reported
                     owner: consent-manager
                     after: verify-details       automation: <level>
  score-and-rank   - system: the accounts ranked by fit and by what the
                     account is dealing with, against <your scoring
                     model> at its current version
                     owner: prospect-researcher
                     after: apply-consent        automation: <level>
  review-list      - convenes briefing: the seller reads the ranked
                     list and keeps, drops or adds accounts, and the
                     reason for every change is recorded
                     owner: <your seller role>   after: score-and-rank
                     by: <days>                  automation: assisted
  sign-list        - convenes approval: <who> signs the list as a named
                     signer, at a version, before any of it is worked
                     owner: <your sales management role>
                     after: review-list
                     by: <days>                  automation: never
  load-list        - system: the signed list lands in the CRM and in
                     the sending system, with its consent finding
                     attached to every person on it
                     owner: prospect-researcher
                     after: sign-list            automation: <level>
  set-refresh      - human: when the list is rebuilt, and what makes it
                     rebuild earlier than that
                     owner: prospect-researcher
                     after: load-list            automation: <level>
  record-learnings - convenes debrief: which rules found real
                     prospects, and which ones filled the list with
                     accounts the seller dropped
                     owner: <your seller role>   after: set-refresh
                     automation: <level>
run-scoped:
  suppression - runs assessment            owner: consent-manager
                every: <cadence>
                from: load-list   until: run close
  ownership   - runs roll-call             owner: account-monitor
                every: <cadence>
                from: load-list   until: run close
handoffs:
  take-in-scope -> set-fit-rules [list-scope]: the territory or the
    plan, and what the list has to cover
  set-fit-rules -> pull-candidates [fit-rules]: the rules as written,
    at a version
  pull-candidates -> check-ownership [candidate-accounts]: the
    candidate accounts, each one naming the source it came from and
    the date it was pulled
  check-ownership -> read-accounts [ownership-findings]: who owns each
    account, what is open against it, and every account another list
    is already working
  read-accounts -> find-people [account-standing]: each account's
    standing, dated, with every account that may not be approached
    marked as such
  find-people -> verify-details [named-people]: the roles and the
    names sitting in them, each tied to the account it belongs to
  verify-details -> apply-consent [verified-details]: the contact
    details that checked out, and the ones that did not, kept apart
  apply-consent -> score-and-rank [contactable-people]: the people who
    may be contacted, channel by channel, and the count the record
    took out
  score-and-rank -> review-list [ranked-list]: the ranked list, with
    the inputs and the model version behind every rank
  review-list -> sign-list [seller-edited-list]: the list as the
    seller left it, with a reason against every account they dropped
    or added
  sign-list -> load-list [signed-list]: the signed list at its
    version, with the signer and the date
  load-list -> set-refresh [loaded-list]: the list as loaded, and
    where every person on it sits in the CRM and the sending system
  set-refresh -> record-learnings [refresh-plan]: the rebuild date,
    and the triggers that rebuild the list earlier than that
deviations:
  check-ownership -> pull-candidates [account-already-owned]: another
    seller owns the account or another list is already working it, so
    it comes off and the pull is made again without it
  read-accounts -> pull-candidates [account-off-limits]: the account
    may not be approached at all, so it comes off the list and the
    seller is told which accounts were dropped and why
  verify-details -> find-people [details-do-not-check-out]: an address
    or a number failed verification, so a different name in the same
    role is found rather than a guess being sent
  apply-consent -> find-people [nobody-contactable]: nobody at the
    account may be contacted on any channel, so the people are found
    again or the account is handed back to the seller
  review-list -> pull-candidates [seller-wants-others]: the seller
    wants different accounts, so the pull is made again against the
    same rules
  review-list -> set-fit-rules [rules-found-wrong-shape]: the seller
    drops most of the list, so the fit rules are written again from
    the reasons they gave
  sign-list -> review-list [list-not-signed]: the signer will not
    accept the list, so it goes back to the seller before anything is
    worked
  set-refresh -> pull-candidates [refresh-fires]: the rebuild date
    arrives or a refresh trigger fires, so the candidates are pulled
    again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the seller, the manager who
           signs the list, and whoever settles a disputed account>
  systems: the CRM (read), the CRM (write), <your account data sources>
           (read), <your contact data sources> (read, cap: <n>/day),
           <your verification source> (read), the consent record
           (read), the suppression list (read),
           the sending system (write)
  data:    <your ideal customer profile> <version>, the territory map
           <version>, <your scoring model> <version>, the fit rules as
           written for this run
policy:
  an account another seller owns is not put on a list until <who>
    agrees to the move, and the agreement is recorded
  a person on the suppression list is never added back to a list by any
    route, including a fresh pull from a data source
  every person on the list carries the source they came from and the
    date they were pulled
  a contact detail that failed verification is not worked, and is not
    quietly replaced with a guess
  the list is signed by a person before it is worked, and a list
    changed after signing goes back through sign-list
  a list older than <days> is rebuilt before it is worked again
measures:
  cycle time: <target> from the assigned territory to the loaded list
  coverage: <target> share of the accounts in the territory that were
            read and decided on
  volume: <accounts per period>
  quality gate: no person is worked without a consent finding and a
                verified contact detail
Take it somewhere

Use this process in LangGraph

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

305 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 prospect list     id: <team>/build-a-prospect-list  v1
from: ref/sls/build-a-prospect-list v1
owner: <who>                       effective: <date>
trigger: a territory is assigned or an account plan is approved in
         <your planning process>
         watch: record=<territory> system=<your planning system>
                change=<a territory is assigned to a seller>
         or watch: record=<account plan> system=<your planning system>
                change=<an account plan is approved>
concurrency: runs may overlap - <how many> lists are built at once, and
             one account belongs to one list at a time
goal: a signed list of accounts and named people, every one of them
      checked against ownership, consent and suppression, loaded where
      the sequences read it within <days>
phases:
  take-in-scope    - human: read the territory or the account plan and
                     write down what the list has to cover, for which
                     segment, and by when
                     owner: <your seller role>   after: trigger
                     automation: <level>
  set-fit-rules    - convenes decide-and-announce: who counts as a
                     prospect, written as rules another person can
                     apply without asking
                     owner: prospect-researcher
                     after: take-in-scope        automation: <level>
  pull-candidates  - runs collect-and-report: accounts matching the
                     rules, pulled from <your account data sources>,
                     each one naming the source it came from
                     owner: prospect-researcher
                     after: set-fit-rules
                     by: <days>                  automation: <level>
  check-ownership  - runs assessment: who owns each account today, what
                     is open against it, and whether another list is
                     already working it
                     owner: account-monitor
                     after: pull-candidates      automation: <level>
  read-accounts    - runs collect-and-report: each account's standing,
                     its history with us, and what it is dealing with
                     right now
                     owner: account-monitor
                     after: check-ownership
                     by: <days>                  automation: <level>
  find-people      - runs collect-and-report: the roles worth
                     approaching at each account, and the name sitting
                     in each role
                     owner: prospect-researcher
                     after: read-accounts
                     by: <days>                  automation: <level>
  verify-details   - runs assessment: every address and number checked
                     against <your verification source> before it is
                     used
                     owner: prospect-researcher
                     after: find-people          automation: <level>
  apply-consent    - runs assessment: the consent record and the
                     suppression list applied to every person, channel
                     by channel, with the count removed reported
                     owner: consent-manager
                     after: verify-details       automation: <level>
  score-and-rank   - system: the accounts ranked by fit and by what the
                     account is dealing with, against <your scoring
                     model> at its current version
                     owner: prospect-researcher
                     after: apply-consent        automation: <level>
  review-list      - convenes briefing: the seller reads the ranked
                     list and keeps, drops or adds accounts, and the
                     reason for every change is recorded
                     owner: <your seller role>   after: score-and-rank
                     by: <days>                  automation: assisted
  sign-list        - convenes approval: <who> signs the list as a named
                     signer, at a version, before any of it is worked
                     owner: <your sales management role>
                     after: review-list
                     by: <days>                  automation: never
  load-list        - system: the signed list lands in the CRM and in
                     the sending system, with its consent finding
                     attached to every person on it
                     owner: prospect-researcher
                     after: sign-list            automation: <level>
  set-refresh      - human: when the list is rebuilt, and what makes it
                     rebuild earlier than that
                     owner: prospect-researcher
                     after: load-list            automation: <level>
  record-learnings - convenes debrief: which rules found real
                     prospects, and which ones filled the list with
                     accounts the seller dropped
                     owner: <your seller role>   after: set-refresh
                     automation: <level>
run-scoped:
  suppression - runs assessment            owner: consent-manager
                every: <cadence>
                from: load-list   until: run close
  ownership   - runs roll-call             owner: account-monitor
                every: <cadence>
                from: load-list   until: run close
handoffs:
  take-in-scope -> set-fit-rules [list-scope]: the territory or the
    plan, and what the list has to cover
  set-fit-rules -> pull-candidates [fit-rules]: the rules as written,
    at a version
  pull-candidates -> check-ownership [candidate-accounts]: the
    candidate accounts, each one naming the source it came from and
    the date it was pulled
  check-ownership -> read-accounts [ownership-findings]: who owns each
    account, what is open against it, and every account another list
    is already working
  read-accounts -> find-people [account-standing]: each account's
    standing, dated, with every account that may not be approached
    marked as such
  find-people -> verify-details [named-people]: the roles and the
    names sitting in them, each tied to the account it belongs to
  verify-details -> apply-consent [verified-details]: the contact
    details that checked out, and the ones that did not, kept apart
  apply-consent -> score-and-rank [contactable-people]: the people who
    may be contacted, channel by channel, and the count the record
    took out
  score-and-rank -> review-list [ranked-list]: the ranked list, with
    the inputs and the model version behind every rank
  review-list -> sign-list [seller-edited-list]: the list as the
    seller left it, with a reason against every account they dropped
    or added
  sign-list -> load-list [signed-list]: the signed list at its
    version, with the signer and the date
  load-list -> set-refresh [loaded-list]: the list as loaded, and
    where every person on it sits in the CRM and the sending system
  set-refresh -> record-learnings [refresh-plan]: the rebuild date,
    and the triggers that rebuild the list earlier than that
deviations:
  check-ownership -> pull-candidates [account-already-owned]: another
    seller owns the account or another list is already working it, so
    it comes off and the pull is made again without it
  read-accounts -> pull-candidates [account-off-limits]: the account
    may not be approached at all, so it comes off the list and the
    seller is told which accounts were dropped and why
  verify-details -> find-people [details-do-not-check-out]: an address
    or a number failed verification, so a different name in the same
    role is found rather than a guess being sent
  apply-consent -> find-people [nobody-contactable]: nobody at the
    account may be contacted on any channel, so the people are found
    again or the account is handed back to the seller
  review-list -> pull-candidates [seller-wants-others]: the seller
    wants different accounts, so the pull is made again against the
    same rules
  review-list -> set-fit-rules [rules-found-wrong-shape]: the seller
    drops most of the list, so the fit rules are written again from
    the reasons they gave
  sign-list -> review-list [list-not-signed]: the signer will not
    accept the list, so it goes back to the seller before anything is
    worked
  set-refresh -> pull-candidates [refresh-fires]: the rebuild date
    arrives or a refresh trigger fires, so the candidates are pulled
    again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the seller, the manager who
           signs the list, and whoever settles a disputed account>
  systems: the CRM (read), the CRM (write), <your account data sources>
           (read), <your contact data sources> (read, cap: <n>/day),
           <your verification source> (read), the consent record
           (read), the suppression list (read),
           the sending system (write)
  data:    <your ideal customer profile> <version>, the territory map
           <version>, <your scoring model> <version>, the fit rules as
           written for this run
policy:
  an account another seller owns is not put on a list until <who>
    agrees to the move, and the agreement is recorded
  a person on the suppression list is never added back to a list by any
    route, including a fresh pull from a data source
  every person on the list carries the source they came from and the
    date they were pulled
  a contact detail that failed verification is not worked, and is not
    quietly replaced with a guess
  the list is signed by a person before it is worked, and a list
    changed after signing goes back through sign-list
  a list older than <days> is rebuilt before it is worked again
measures:
  cycle time: <target> from the assigned territory to the loaded list
  coverage: <target> share of the accounts in the territory that were
            read and decided on
  volume: <accounts per period>
  quality gate: no person is worked without a consent finding and a
                verified contact detail
```
Take it somewhere

Use this process in Microsoft Agent Framework

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

360 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 prospect list     id: <team>/build-a-prospect-list  v1
from: ref/sls/build-a-prospect-list v1
owner: <who>                       effective: <date>
trigger: a territory is assigned or an account plan is approved in
         <your planning process>
         watch: record=<territory> system=<your planning system>
                change=<a territory is assigned to a seller>
         or watch: record=<account plan> system=<your planning system>
                change=<an account plan is approved>
concurrency: runs may overlap - <how many> lists are built at once, and
             one account belongs to one list at a time
goal: a signed list of accounts and named people, every one of them
      checked against ownership, consent and suppression, loaded where
      the sequences read it within <days>
phases:
  take-in-scope    - human: read the territory or the account plan and
                     write down what the list has to cover, for which
                     segment, and by when
                     owner: <your seller role>   after: trigger
                     automation: <level>
  set-fit-rules    - convenes decide-and-announce: who counts as a
                     prospect, written as rules another person can
                     apply without asking
                     owner: prospect-researcher
                     after: take-in-scope        automation: <level>
  pull-candidates  - runs collect-and-report: accounts matching the
                     rules, pulled from <your account data sources>,
                     each one naming the source it came from
                     owner: prospect-researcher
                     after: set-fit-rules
                     by: <days>                  automation: <level>
  check-ownership  - runs assessment: who owns each account today, what
                     is open against it, and whether another list is
                     already working it
                     owner: account-monitor
                     after: pull-candidates      automation: <level>
  read-accounts    - runs collect-and-report: each account's standing,
                     its history with us, and what it is dealing with
                     right now
                     owner: account-monitor
                     after: check-ownership
                     by: <days>                  automation: <level>
  find-people      - runs collect-and-report: the roles worth
                     approaching at each account, and the name sitting
                     in each role
                     owner: prospect-researcher
                     after: read-accounts
                     by: <days>                  automation: <level>
  verify-details   - runs assessment: every address and number checked
                     against <your verification source> before it is
                     used
                     owner: prospect-researcher
                     after: find-people          automation: <level>
  apply-consent    - runs assessment: the consent record and the
                     suppression list applied to every person, channel
                     by channel, with the count removed reported
                     owner: consent-manager
                     after: verify-details       automation: <level>
  score-and-rank   - system: the accounts ranked by fit and by what the
                     account is dealing with, against <your scoring
                     model> at its current version
                     owner: prospect-researcher
                     after: apply-consent        automation: <level>
  review-list      - convenes briefing: the seller reads the ranked
                     list and keeps, drops or adds accounts, and the
                     reason for every change is recorded
                     owner: <your seller role>   after: score-and-rank
                     by: <days>                  automation: assisted
  sign-list        - convenes approval: <who> signs the list as a named
                     signer, at a version, before any of it is worked
                     owner: <your sales management role>
                     after: review-list
                     by: <days>                  automation: never
  load-list        - system: the signed list lands in the CRM and in
                     the sending system, with its consent finding
                     attached to every person on it
                     owner: prospect-researcher
                     after: sign-list            automation: <level>
  set-refresh      - human: when the list is rebuilt, and what makes it
                     rebuild earlier than that
                     owner: prospect-researcher
                     after: load-list            automation: <level>
  record-learnings - convenes debrief: which rules found real
                     prospects, and which ones filled the list with
                     accounts the seller dropped
                     owner: <your seller role>   after: set-refresh
                     automation: <level>
run-scoped:
  suppression - runs assessment            owner: consent-manager
                every: <cadence>
                from: load-list   until: run close
  ownership   - runs roll-call             owner: account-monitor
                every: <cadence>
                from: load-list   until: run close
handoffs:
  take-in-scope -> set-fit-rules [list-scope]: the territory or the
    plan, and what the list has to cover
  set-fit-rules -> pull-candidates [fit-rules]: the rules as written,
    at a version
  pull-candidates -> check-ownership [candidate-accounts]: the
    candidate accounts, each one naming the source it came from and
    the date it was pulled
  check-ownership -> read-accounts [ownership-findings]: who owns each
    account, what is open against it, and every account another list
    is already working
  read-accounts -> find-people [account-standing]: each account's
    standing, dated, with every account that may not be approached
    marked as such
  find-people -> verify-details [named-people]: the roles and the
    names sitting in them, each tied to the account it belongs to
  verify-details -> apply-consent [verified-details]: the contact
    details that checked out, and the ones that did not, kept apart
  apply-consent -> score-and-rank [contactable-people]: the people who
    may be contacted, channel by channel, and the count the record
    took out
  score-and-rank -> review-list [ranked-list]: the ranked list, with
    the inputs and the model version behind every rank
  review-list -> sign-list [seller-edited-list]: the list as the
    seller left it, with a reason against every account they dropped
    or added
  sign-list -> load-list [signed-list]: the signed list at its
    version, with the signer and the date
  load-list -> set-refresh [loaded-list]: the list as loaded, and
    where every person on it sits in the CRM and the sending system
  set-refresh -> record-learnings [refresh-plan]: the rebuild date,
    and the triggers that rebuild the list earlier than that
deviations:
  check-ownership -> pull-candidates [account-already-owned]: another
    seller owns the account or another list is already working it, so
    it comes off and the pull is made again without it
  read-accounts -> pull-candidates [account-off-limits]: the account
    may not be approached at all, so it comes off the list and the
    seller is told which accounts were dropped and why
  verify-details -> find-people [details-do-not-check-out]: an address
    or a number failed verification, so a different name in the same
    role is found rather than a guess being sent
  apply-consent -> find-people [nobody-contactable]: nobody at the
    account may be contacted on any channel, so the people are found
    again or the account is handed back to the seller
  review-list -> pull-candidates [seller-wants-others]: the seller
    wants different accounts, so the pull is made again against the
    same rules
  review-list -> set-fit-rules [rules-found-wrong-shape]: the seller
    drops most of the list, so the fit rules are written again from
    the reasons they gave
  sign-list -> review-list [list-not-signed]: the signer will not
    accept the list, so it goes back to the seller before anything is
    worked
  set-refresh -> pull-candidates [refresh-fires]: the rebuild date
    arrives or a refresh trigger fires, so the candidates are pulled
    again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the seller, the manager who
           signs the list, and whoever settles a disputed account>
  systems: the CRM (read), the CRM (write), <your account data sources>
           (read), <your contact data sources> (read, cap: <n>/day),
           <your verification source> (read), the consent record
           (read), the suppression list (read),
           the sending system (write)
  data:    <your ideal customer profile> <version>, the territory map
           <version>, <your scoring model> <version>, the fit rules as
           written for this run
policy:
  an account another seller owns is not put on a list until <who>
    agrees to the move, and the agreement is recorded
  a person on the suppression list is never added back to a list by any
    route, including a fresh pull from a data source
  every person on the list carries the source they came from and the
    date they were pulled
  a contact detail that failed verification is not worked, and is not
    quietly replaced with a guess
  the list is signed by a person before it is worked, and a list
    changed after signing goes back through sign-list
  a list older than <days> is rebuilt before it is worked again
measures:
  cycle time: <target> from the assigned territory to the loaded list
  coverage: <target> share of the accounts in the territory that were
            read and decided on
  volume: <accounts per period>
  quality gate: no person is worked without a consent finding and a
                verified contact detail
```
Take it somewhere

Use this process in CrewAI Flows

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

365 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 prospect list     id: <team>/build-a-prospect-list  v1
from: ref/sls/build-a-prospect-list v1
owner: <who>                       effective: <date>
trigger: a territory is assigned or an account plan is approved in
         <your planning process>
         watch: record=<territory> system=<your planning system>
                change=<a territory is assigned to a seller>
         or watch: record=<account plan> system=<your planning system>
                change=<an account plan is approved>
concurrency: runs may overlap - <how many> lists are built at once, and
             one account belongs to one list at a time
goal: a signed list of accounts and named people, every one of them
      checked against ownership, consent and suppression, loaded where
      the sequences read it within <days>
phases:
  take-in-scope    - human: read the territory or the account plan and
                     write down what the list has to cover, for which
                     segment, and by when
                     owner: <your seller role>   after: trigger
                     automation: <level>
  set-fit-rules    - convenes decide-and-announce: who counts as a
                     prospect, written as rules another person can
                     apply without asking
                     owner: prospect-researcher
                     after: take-in-scope        automation: <level>
  pull-candidates  - runs collect-and-report: accounts matching the
                     rules, pulled from <your account data sources>,
                     each one naming the source it came from
                     owner: prospect-researcher
                     after: set-fit-rules
                     by: <days>                  automation: <level>
  check-ownership  - runs assessment: who owns each account today, what
                     is open against it, and whether another list is
                     already working it
                     owner: account-monitor
                     after: pull-candidates      automation: <level>
  read-accounts    - runs collect-and-report: each account's standing,
                     its history with us, and what it is dealing with
                     right now
                     owner: account-monitor
                     after: check-ownership
                     by: <days>                  automation: <level>
  find-people      - runs collect-and-report: the roles worth
                     approaching at each account, and the name sitting
                     in each role
                     owner: prospect-researcher
                     after: read-accounts
                     by: <days>                  automation: <level>
  verify-details   - runs assessment: every address and number checked
                     against <your verification source> before it is
                     used
                     owner: prospect-researcher
                     after: find-people          automation: <level>
  apply-consent    - runs assessment: the consent record and the
                     suppression list applied to every person, channel
                     by channel, with the count removed reported
                     owner: consent-manager
                     after: verify-details       automation: <level>
  score-and-rank   - system: the accounts ranked by fit and by what the
                     account is dealing with, against <your scoring
                     model> at its current version
                     owner: prospect-researcher
                     after: apply-consent        automation: <level>
  review-list      - convenes briefing: the seller reads the ranked
                     list and keeps, drops or adds accounts, and the
                     reason for every change is recorded
                     owner: <your seller role>   after: score-and-rank
                     by: <days>                  automation: assisted
  sign-list        - convenes approval: <who> signs the list as a named
                     signer, at a version, before any of it is worked
                     owner: <your sales management role>
                     after: review-list
                     by: <days>                  automation: never
  load-list        - system: the signed list lands in the CRM and in
                     the sending system, with its consent finding
                     attached to every person on it
                     owner: prospect-researcher
                     after: sign-list            automation: <level>
  set-refresh      - human: when the list is rebuilt, and what makes it
                     rebuild earlier than that
                     owner: prospect-researcher
                     after: load-list            automation: <level>
  record-learnings - convenes debrief: which rules found real
                     prospects, and which ones filled the list with
                     accounts the seller dropped
                     owner: <your seller role>   after: set-refresh
                     automation: <level>
run-scoped:
  suppression - runs assessment            owner: consent-manager
                every: <cadence>
                from: load-list   until: run close
  ownership   - runs roll-call             owner: account-monitor
                every: <cadence>
                from: load-list   until: run close
handoffs:
  take-in-scope -> set-fit-rules [list-scope]: the territory or the
    plan, and what the list has to cover
  set-fit-rules -> pull-candidates [fit-rules]: the rules as written,
    at a version
  pull-candidates -> check-ownership [candidate-accounts]: the
    candidate accounts, each one naming the source it came from and
    the date it was pulled
  check-ownership -> read-accounts [ownership-findings]: who owns each
    account, what is open against it, and every account another list
    is already working
  read-accounts -> find-people [account-standing]: each account's
    standing, dated, with every account that may not be approached
    marked as such
  find-people -> verify-details [named-people]: the roles and the
    names sitting in them, each tied to the account it belongs to
  verify-details -> apply-consent [verified-details]: the contact
    details that checked out, and the ones that did not, kept apart
  apply-consent -> score-and-rank [contactable-people]: the people who
    may be contacted, channel by channel, and the count the record
    took out
  score-and-rank -> review-list [ranked-list]: the ranked list, with
    the inputs and the model version behind every rank
  review-list -> sign-list [seller-edited-list]: the list as the
    seller left it, with a reason against every account they dropped
    or added
  sign-list -> load-list [signed-list]: the signed list at its
    version, with the signer and the date
  load-list -> set-refresh [loaded-list]: the list as loaded, and
    where every person on it sits in the CRM and the sending system
  set-refresh -> record-learnings [refresh-plan]: the rebuild date,
    and the triggers that rebuild the list earlier than that
deviations:
  check-ownership -> pull-candidates [account-already-owned]: another
    seller owns the account or another list is already working it, so
    it comes off and the pull is made again without it
  read-accounts -> pull-candidates [account-off-limits]: the account
    may not be approached at all, so it comes off the list and the
    seller is told which accounts were dropped and why
  verify-details -> find-people [details-do-not-check-out]: an address
    or a number failed verification, so a different name in the same
    role is found rather than a guess being sent
  apply-consent -> find-people [nobody-contactable]: nobody at the
    account may be contacted on any channel, so the people are found
    again or the account is handed back to the seller
  review-list -> pull-candidates [seller-wants-others]: the seller
    wants different accounts, so the pull is made again against the
    same rules
  review-list -> set-fit-rules [rules-found-wrong-shape]: the seller
    drops most of the list, so the fit rules are written again from
    the reasons they gave
  sign-list -> review-list [list-not-signed]: the signer will not
    accept the list, so it goes back to the seller before anything is
    worked
  set-refresh -> pull-candidates [refresh-fires]: the rebuild date
    arrives or a refresh trigger fires, so the candidates are pulled
    again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the seller, the manager who
           signs the list, and whoever settles a disputed account>
  systems: the CRM (read), the CRM (write), <your account data sources>
           (read), <your contact data sources> (read, cap: <n>/day),
           <your verification source> (read), the consent record
           (read), the suppression list (read),
           the sending system (write)
  data:    <your ideal customer profile> <version>, the territory map
           <version>, <your scoring model> <version>, the fit rules as
           written for this run
policy:
  an account another seller owns is not put on a list until <who>
    agrees to the move, and the agreement is recorded
  a person on the suppression list is never added back to a list by any
    route, including a fresh pull from a data source
  every person on the list carries the source they came from and the
    date they were pulled
  a contact detail that failed verification is not worked, and is not
    quietly replaced with a guess
  the list is signed by a person before it is worked, and a list
    changed after signing goes back through sign-list
  a list older than <days> is rebuilt before it is worked again
measures:
  cycle time: <target> from the assigned territory to the loaded list
  coverage: <target> share of the accounts in the territory that were
            read and decided on
  volume: <accounts per period>
  quality gate: no person is worked without a consent finding and a
                verified contact detail
```
Take it somewhere

Use this process in Google ADK

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

356 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 prospect list     id: <team>/build-a-prospect-list  v1
from: ref/sls/build-a-prospect-list v1
owner: <who>                       effective: <date>
trigger: a territory is assigned or an account plan is approved in
         <your planning process>
         watch: record=<territory> system=<your planning system>
                change=<a territory is assigned to a seller>
         or watch: record=<account plan> system=<your planning system>
                change=<an account plan is approved>
concurrency: runs may overlap - <how many> lists are built at once, and
             one account belongs to one list at a time
goal: a signed list of accounts and named people, every one of them
      checked against ownership, consent and suppression, loaded where
      the sequences read it within <days>
phases:
  take-in-scope    - human: read the territory or the account plan and
                     write down what the list has to cover, for which
                     segment, and by when
                     owner: <your seller role>   after: trigger
                     automation: <level>
  set-fit-rules    - convenes decide-and-announce: who counts as a
                     prospect, written as rules another person can
                     apply without asking
                     owner: prospect-researcher
                     after: take-in-scope        automation: <level>
  pull-candidates  - runs collect-and-report: accounts matching the
                     rules, pulled from <your account data sources>,
                     each one naming the source it came from
                     owner: prospect-researcher
                     after: set-fit-rules
                     by: <days>                  automation: <level>
  check-ownership  - runs assessment: who owns each account today, what
                     is open against it, and whether another list is
                     already working it
                     owner: account-monitor
                     after: pull-candidates      automation: <level>
  read-accounts    - runs collect-and-report: each account's standing,
                     its history with us, and what it is dealing with
                     right now
                     owner: account-monitor
                     after: check-ownership
                     by: <days>                  automation: <level>
  find-people      - runs collect-and-report: the roles worth
                     approaching at each account, and the name sitting
                     in each role
                     owner: prospect-researcher
                     after: read-accounts
                     by: <days>                  automation: <level>
  verify-details   - runs assessment: every address and number checked
                     against <your verification source> before it is
                     used
                     owner: prospect-researcher
                     after: find-people          automation: <level>
  apply-consent    - runs assessment: the consent record and the
                     suppression list applied to every person, channel
                     by channel, with the count removed reported
                     owner: consent-manager
                     after: verify-details       automation: <level>
  score-and-rank   - system: the accounts ranked by fit and by what the
                     account is dealing with, against <your scoring
                     model> at its current version
                     owner: prospect-researcher
                     after: apply-consent        automation: <level>
  review-list      - convenes briefing: the seller reads the ranked
                     list and keeps, drops or adds accounts, and the
                     reason for every change is recorded
                     owner: <your seller role>   after: score-and-rank
                     by: <days>                  automation: assisted
  sign-list        - convenes approval: <who> signs the list as a named
                     signer, at a version, before any of it is worked
                     owner: <your sales management role>
                     after: review-list
                     by: <days>                  automation: never
  load-list        - system: the signed list lands in the CRM and in
                     the sending system, with its consent finding
                     attached to every person on it
                     owner: prospect-researcher
                     after: sign-list            automation: <level>
  set-refresh      - human: when the list is rebuilt, and what makes it
                     rebuild earlier than that
                     owner: prospect-researcher
                     after: load-list            automation: <level>
  record-learnings - convenes debrief: which rules found real
                     prospects, and which ones filled the list with
                     accounts the seller dropped
                     owner: <your seller role>   after: set-refresh
                     automation: <level>
run-scoped:
  suppression - runs assessment            owner: consent-manager
                every: <cadence>
                from: load-list   until: run close
  ownership   - runs roll-call             owner: account-monitor
                every: <cadence>
                from: load-list   until: run close
handoffs:
  take-in-scope -> set-fit-rules [list-scope]: the territory or the
    plan, and what the list has to cover
  set-fit-rules -> pull-candidates [fit-rules]: the rules as written,
    at a version
  pull-candidates -> check-ownership [candidate-accounts]: the
    candidate accounts, each one naming the source it came from and
    the date it was pulled
  check-ownership -> read-accounts [ownership-findings]: who owns each
    account, what is open against it, and every account another list
    is already working
  read-accounts -> find-people [account-standing]: each account's
    standing, dated, with every account that may not be approached
    marked as such
  find-people -> verify-details [named-people]: the roles and the
    names sitting in them, each tied to the account it belongs to
  verify-details -> apply-consent [verified-details]: the contact
    details that checked out, and the ones that did not, kept apart
  apply-consent -> score-and-rank [contactable-people]: the people who
    may be contacted, channel by channel, and the count the record
    took out
  score-and-rank -> review-list [ranked-list]: the ranked list, with
    the inputs and the model version behind every rank
  review-list -> sign-list [seller-edited-list]: the list as the
    seller left it, with a reason against every account they dropped
    or added
  sign-list -> load-list [signed-list]: the signed list at its
    version, with the signer and the date
  load-list -> set-refresh [loaded-list]: the list as loaded, and
    where every person on it sits in the CRM and the sending system
  set-refresh -> record-learnings [refresh-plan]: the rebuild date,
    and the triggers that rebuild the list earlier than that
deviations:
  check-ownership -> pull-candidates [account-already-owned]: another
    seller owns the account or another list is already working it, so
    it comes off and the pull is made again without it
  read-accounts -> pull-candidates [account-off-limits]: the account
    may not be approached at all, so it comes off the list and the
    seller is told which accounts were dropped and why
  verify-details -> find-people [details-do-not-check-out]: an address
    or a number failed verification, so a different name in the same
    role is found rather than a guess being sent
  apply-consent -> find-people [nobody-contactable]: nobody at the
    account may be contacted on any channel, so the people are found
    again or the account is handed back to the seller
  review-list -> pull-candidates [seller-wants-others]: the seller
    wants different accounts, so the pull is made again against the
    same rules
  review-list -> set-fit-rules [rules-found-wrong-shape]: the seller
    drops most of the list, so the fit rules are written again from
    the reasons they gave
  sign-list -> review-list [list-not-signed]: the signer will not
    accept the list, so it goes back to the seller before anything is
    worked
  set-refresh -> pull-candidates [refresh-fires]: the rebuild date
    arrives or a refresh trigger fires, so the candidates are pulled
    again
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the seller, the manager who
           signs the list, and whoever settles a disputed account>
  systems: the CRM (read), the CRM (write), <your account data sources>
           (read), <your contact data sources> (read, cap: <n>/day),
           <your verification source> (read), the consent record
           (read), the suppression list (read),
           the sending system (write)
  data:    <your ideal customer profile> <version>, the territory map
           <version>, <your scoring model> <version>, the fit rules as
           written for this run
policy:
  an account another seller owns is not put on a list until <who>
    agrees to the move, and the agreement is recorded
  a person on the suppression list is never added back to a list by any
    route, including a fresh pull from a data source
  every person on the list carries the source they came from and the
    date they were pulled
  a contact detail that failed verification is not worked, and is not
    quietly replaced with a guess
  the list is signed by a person before it is worked, and a list
    changed after signing goes back through sign-list
  a list older than <days> is rebuilt before it is worked again
measures:
  cycle time: <target> from the assigned territory to the loaded list
  coverage: <target> share of the accounts in the territory that were
            read and decided on
  volume: <accounts per period>
  quality gate: no person is worked without a consent finding and a
                verified contact detail
```
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

52 blanks to fill. Everything else is the process.

this process from: ref/sls/build-a-prospect-list 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.