Catalog / Business processes / Sales / Proposal-to-Signature / Run the Close Plan
reference process · sales · 16 activities · 11 on the roster
Run the Close Plan
A deal is agreed in substance and now has to get through both companies to a signature. This process writes down every step still owed, on our side and the buyer's, puts one name and one date on each of them, and works the plan until the agreement is executed. The buyer's own approval path is part of the plan, not a mystery outside it. A step that slips is chased, re-dated and re-agreed with the buyer rather than quietly missed. The run closes when the agreement is signed and the plan is closed on the record with what slipped and why.
The walk
The document
One run
Adoption
The activities
What happens in a run
16 activities from a deal is agreed in substance and needs a signature date to the agreement is signed and the plan is closed on the record, 4 of them gates a person has to sign. Drag the diagram to move along it.
Run the Close Plan a deal is agreed in substance and needs a signature date → the agreement is signed and the plan is closed on the record
the buyer names a step we did not know about the dates change on both sides a step nobody will move a term has to reopen a condition is not met a deal is agreed in substance and needs a signature date 1 Open the Close Plan the plan starts from the agreed position 2 Name the Steps Each Side … every step still owed, ours and theirs 3 Confirm the Buyer's Own P… the buyer's approval path, step by step 4 Put an Owner on Every Step each step gets one named owner on one side 5 Date Every Step each step gets a date, counted back from signing 6 Agree the Plan with the B… both sides hold the same plan and the same dates a person signs · never an agent 7 Work the Security Review the buyer's security questions answered 8 Work the Procurement Steps vendor forms, supplier setup and the order 9 Confirm the Signature Path who signs, in what order, and on what 10 Chase the Slipping Steps a step past its date is chased and re-dated 11 Re-Plan When a Date Moves the steps behind a slipped step move with it 12 Report the Plan where the deal stands against its own plan 13 Escalate a Stalled Step a step nobody will move goes up on both sides a person signs · never an agent 14 Confirm the Close Conditi… every step owed before signature is done a person signs · never an agent 15 Execute the Signature the agreement signed by both sides a person signs · never an agent 16 Close the Plan on the Rec… the plan closed, with what slipped and why the agreement is signed and the plan is closed on the record
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: run the close plan id: <team> /run-the-close-plan v1
from: ref/sls/run-the-close-plan v1
owner: <who> effective: <date>
trigger: a deal reaches an agreed position and <who> asks for a close
plan, in <your CRM>
watch: record=<opportunity> system=<your CRM>
change=<the deal reaches an agreed position>
and watch: record=<close plan request> system=<your CRM>
change=<a close plan is asked for on that deal>
concurrency: runs may overlap - <how many> close plans live at once, and
one opportunity has one close plan at a time
goal: every step both sides still owe named, owned, dated and worked
until the agreement is signed, with no step past its date
unchased
phases:
open-plan - human: the plan opened from the agreed
position, with the signature date both sides
are working toward
owner: close-plan-keeper after: trigger
automation: <level>
name-steps - runs collect-and-report: every step still
owed, ours and the buyer's, listed as one set
rather than two
owner: close-plan-keeper after: open-plan
by: <days> automation: <level>
confirm-buyer-process - convenes briefing: the buyer walks us through
their own approval path, committee by
committee, with the dates each one meets
owner: <your deal owner role>
after: name-steps
by: <days> automation: <level>
assign-owners - human: one named owner per step, on the side
that actually does the work
owner: close-plan-keeper
after: confirm-buyer-process
automation: <level>
date-steps - human: every step dated, counted back from
the signature date, with the steps that
cannot run in parallel marked
owner: close-plan-keeper after: assign-owners
automation: <level>
agree-plan - convenes approval: the buyer confirms the
plan, the owners and the dates, and the
confirmation is kept
owner: <your deal owner role>
after: date-steps automation: never
work-security - human: the buyer's security review answered
from <your answer library> , with anything new
answered by a named person
owner: <your security role>
after: agree-plan
by: <days> automation: <level>
work-procurement - human: vendor forms, supplier onboarding, tax
and banking details, and the purchase order
owner: close-plan-keeper after: agree-plan
by: <days> automation: <level>
confirm-signers - runs collect-and-report: who signs on each
side, in what order, on which document, and
what each signer needs to see first
owner: signature-manager after: agree-plan
by: <days> automation: <level>
chase-steps - human: every step past its date chased with
its named owner, and given a new date or an
escalation
owner: close-plan-keeper after: agree-plan
automation: <level>
re-plan - human: when a step slips, the steps behind it
move too, and the signature date moves or the
slack is named
owner: close-plan-keeper after: chase-steps
automation: <level>
report-plan - runs collect-and-report: where the deal
stands against its own plan, step by step,
with the dates that moved
owner: close-plan-keeper after: chase-steps
every: <cadence> automation: <level>
escalate-stall - convenes decide-and-announce: a step nobody
will move goes to <who> on our side and the
matching person on the buyer's
owner: <your sales leadership role>
after: chase-steps
by: <days> automation: never
confirm-conditions - convenes approval: every step owed before
signature is checked as done, with evidence,
before the document goes out to sign
owner: close-plan-keeper
after: work-security + work-procurement +
confirm-signers + chase-steps
automation: never
execute-signature - human: the agreed text goes to the named
signers in order, and the executed copy is
filed
owner: signature-manager
after: confirm-conditions automation: never
close-plan - convenes debrief: the plan closed with what
slipped, why, and what to plan differently
next time
owner: deal-inspector
after: execute-signature + report-plan
automation: <level>
run-scoped:
status - runs roll-call owner: close-plan-keeper
every: <cadence>
from: agree-plan until: run close
slippage - runs collect-and-report owner: deal-inspector
every: <cadence>
from: agree-plan until: run close
handoffs:
open-plan -> name-steps [agreed-position]: the agreed position, the
signature date, and the people on both sides who own the deal
name-steps -> confirm-buyer-process [steps-we-know]: the steps we
know about, so the buyer can say what is missing
confirm-buyer-process -> assign-owners [buyer-approval-path]: the
buyer's approval path, with the committee dates and the person who
takes it to each one
assign-owners -> date-steps [owned-steps]: one named owner per step,
on the side that does the work
date-steps -> agree-plan [dated-plan]: the dated plan, counted back
from signature, with the steps that block others marked
agree-plan -> work-security [security-questionnaire]: the security
review as a dated step with the buyer's questionnaire attached
agree-plan -> work-procurement [procurement-forms]: the forms the
buyer needs from us, and who on their side receives each one
agree-plan -> confirm-signers [signature-date]: the signature date
and the document that will be signed
agree-plan -> chase-steps [confirmed-plan]: the confirmed plan, which
is the thing chasing is measured against
chase-steps -> re-plan [late-steps]: the steps past their date, with
the reason the owner gave
chase-steps -> report-plan [plan-as-it-stands]: the plan as it
actually stands, not as it was agreed
chase-steps -> escalate-stall [stalled-step]: the step, its owner,
how long it has been late, and what is blocking it
re-plan -> agree-plan [re-dated-plan]: the moved dates, taken back to
the buyer for confirmation
escalate-stall -> chase-steps [escalation-decision]: the decision,
and the new date it produced
work-security -> confirm-conditions [security-clearance]: the
completed review and any condition the buyer attached to it
work-procurement -> confirm-conditions [vendor-record]: the vendor
record, the order number, and anything still outstanding
confirm-signers -> confirm-conditions [signers-in-order]: the signers
in order, and what each one has to see first
confirm-conditions -> execute-signature [conditions-met]: every
pre-signature step marked done with its evidence
execute-signature -> close-plan [executed-agreement]: the executed
agreement, its date, and the signers
report-plan -> close-plan [date-movement]: the dates as they moved
through the run
deviations:
confirm-buyer-process -> name-steps [unknown-step]: the buyer names a
step nobody on our side knew about, so the steps are named again
before anyone is assigned to them
chase-steps -> escalate-stall [step-will-not-move]: a step nobody
will move goes up on both sides
escalate-stall -> name-steps [term-reopens]: the escalation reopens a
term, so the steps both sides owe are named again against it
re-plan -> agree-plan [dates-move]: the dates change on both sides,
so the plan is agreed with the buyer again
confirm-conditions -> chase-steps [condition-not-met]: a step owed
before signature is not done, so it goes back to be chased and the
document does not go out
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the deal owner, the sales leader
who escalates, the security reviewer, the finance approver,
the legal reviewer and the buyer's procurement lead>
systems: the CRM (write), the close plan record (write),
the signature system (write), the contract system (read),
the security answer library (read),
the buyer's vendor portal (write),
the shared workspace with the buyer (write)
data: <your close plan template> <version> , <your security answer
library> <version> , the agreed position, the buyer's
approval path
policy:
every step in the plan has one named owner and one date
a step past its date is chased within <hours> and either re-dated or
escalated
a moved date is agreed with the buyer, not changed on our copy alone
no document goes out for signature while a pre-signature condition is
open, unless <who> accepts it in writing
the signature path is confirmed before the document is sent, and the
signers are the people named in the agreement
a deal past <days> with no movement goes to <who> for a decision on
whether it is still live
measures:
cycle time: <target> from the agreed position to the signature
date accuracy: <target> for the gap between the first agreed
signature date and the actual one
volume: <close plans per period>
quality gate: no step sits past its date unchased, and every signed
agreement has its conditions marked done with evidence
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
316 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: run the close plan id: <team>/run-the-close-plan v1
from: ref/sls/run-the-close-plan v1
owner: <who> effective: <date>
trigger: a deal reaches an agreed position and <who> asks for a close
plan, in <your CRM>
watch: record=<opportunity> system=<your CRM>
change=<the deal reaches an agreed position>
and watch: record=<close plan request> system=<your CRM>
change=<a close plan is asked for on that deal>
concurrency: runs may overlap - <how many> close plans live at once, and
one opportunity has one close plan at a time
goal: every step both sides still owe named, owned, dated and worked
until the agreement is signed, with no step past its date
unchased
phases:
open-plan - human: the plan opened from the agreed
position, with the signature date both sides
are working toward
owner: close-plan-keeper after: trigger
automation: <level>
name-steps - runs collect-and-report: every step still
owed, ours and the buyer's, listed as one set
rather than two
owner: close-plan-keeper after: open-plan
by: <days> automation: <level>
confirm-buyer-process - convenes briefing: the buyer walks us through
their own approval path, committee by
committee, with the dates each one meets
owner: <your deal owner role>
after: name-steps
by: <days> automation: <level>
assign-owners - human: one named owner per step, on the side
that actually does the work
owner: close-plan-keeper
after: confirm-buyer-process
automation: <level>
date-steps - human: every step dated, counted back from
the signature date, with the steps that
cannot run in parallel marked
owner: close-plan-keeper after: assign-owners
automation: <level>
agree-plan - convenes approval: the buyer confirms the
plan, the owners and the dates, and the
confirmation is kept
owner: <your deal owner role>
after: date-steps automation: never
work-security - human: the buyer's security review answered
from <your answer library>, with anything new
answered by a named person
owner: <your security role>
after: agree-plan
by: <days> automation: <level>
work-procurement - human: vendor forms, supplier onboarding, tax
and banking details, and the purchase order
owner: close-plan-keeper after: agree-plan
by: <days> automation: <level>
confirm-signers - runs collect-and-report: who signs on each
side, in what order, on which document, and
what each signer needs to see first
owner: signature-manager after: agree-plan
by: <days> automation: <level>
chase-steps - human: every step past its date chased with
its named owner, and given a new date or an
escalation
owner: close-plan-keeper after: agree-plan
automation: <level>
re-plan - human: when a step slips, the steps behind it
move too, and the signature date moves or the
slack is named
owner: close-plan-keeper after: chase-steps
automation: <level>
report-plan - runs collect-and-report: where the deal
stands against its own plan, step by step,
with the dates that moved
owner: close-plan-keeper after: chase-steps
every: <cadence> automation: <level>
escalate-stall - convenes decide-and-announce: a step nobody
will move goes to <who> on our side and the
matching person on the buyer's
owner: <your sales leadership role>
after: chase-steps
by: <days> automation: never
confirm-conditions - convenes approval: every step owed before
signature is checked as done, with evidence,
before the document goes out to sign
owner: close-plan-keeper
after: work-security + work-procurement +
confirm-signers + chase-steps
automation: never
execute-signature - human: the agreed text goes to the named
signers in order, and the executed copy is
filed
owner: signature-manager
after: confirm-conditions automation: never
close-plan - convenes debrief: the plan closed with what
slipped, why, and what to plan differently
next time
owner: deal-inspector
after: execute-signature + report-plan
automation: <level>
run-scoped:
status - runs roll-call owner: close-plan-keeper
every: <cadence>
from: agree-plan until: run close
slippage - runs collect-and-report owner: deal-inspector
every: <cadence>
from: agree-plan until: run close
handoffs:
open-plan -> name-steps [agreed-position]: the agreed position, the
signature date, and the people on both sides who own the deal
name-steps -> confirm-buyer-process [steps-we-know]: the steps we
know about, so the buyer can say what is missing
confirm-buyer-process -> assign-owners [buyer-approval-path]: the
buyer's approval path, with the committee dates and the person who
takes it to each one
assign-owners -> date-steps [owned-steps]: one named owner per step,
on the side that does the work
date-steps -> agree-plan [dated-plan]: the dated plan, counted back
from signature, with the steps that block others marked
agree-plan -> work-security [security-questionnaire]: the security
review as a dated step with the buyer's questionnaire attached
agree-plan -> work-procurement [procurement-forms]: the forms the
buyer needs from us, and who on their side receives each one
agree-plan -> confirm-signers [signature-date]: the signature date
and the document that will be signed
agree-plan -> chase-steps [confirmed-plan]: the confirmed plan, which
is the thing chasing is measured against
chase-steps -> re-plan [late-steps]: the steps past their date, with
the reason the owner gave
chase-steps -> report-plan [plan-as-it-stands]: the plan as it
actually stands, not as it was agreed
chase-steps -> escalate-stall [stalled-step]: the step, its owner,
how long it has been late, and what is blocking it
re-plan -> agree-plan [re-dated-plan]: the moved dates, taken back to
the buyer for confirmation
escalate-stall -> chase-steps [escalation-decision]: the decision,
and the new date it produced
work-security -> confirm-conditions [security-clearance]: the
completed review and any condition the buyer attached to it
work-procurement -> confirm-conditions [vendor-record]: the vendor
record, the order number, and anything still outstanding
confirm-signers -> confirm-conditions [signers-in-order]: the signers
in order, and what each one has to see first
confirm-conditions -> execute-signature [conditions-met]: every
pre-signature step marked done with its evidence
execute-signature -> close-plan [executed-agreement]: the executed
agreement, its date, and the signers
report-plan -> close-plan [date-movement]: the dates as they moved
through the run
deviations:
confirm-buyer-process -> name-steps [unknown-step]: the buyer names a
step nobody on our side knew about, so the steps are named again
before anyone is assigned to them
chase-steps -> escalate-stall [step-will-not-move]: a step nobody
will move goes up on both sides
escalate-stall -> name-steps [term-reopens]: the escalation reopens a
term, so the steps both sides owe are named again against it
re-plan -> agree-plan [dates-move]: the dates change on both sides,
so the plan is agreed with the buyer again
confirm-conditions -> chase-steps [condition-not-met]: a step owed
before signature is not done, so it goes back to be chased and the
document does not go out
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the deal owner, the sales leader
who escalates, the security reviewer, the finance approver,
the legal reviewer and the buyer's procurement lead>
systems: the CRM (write), the close plan record (write),
the signature system (write), the contract system (read),
the security answer library (read),
the buyer's vendor portal (write),
the shared workspace with the buyer (write)
data: <your close plan template> <version>, <your security answer
library> <version>, the agreed position, the buyer's
approval path
policy:
every step in the plan has one named owner and one date
a step past its date is chased within <hours> and either re-dated or
escalated
a moved date is agreed with the buyer, not changed on our copy alone
no document goes out for signature while a pre-signature condition is
open, unless <who> accepts it in writing
the signature path is confirmed before the document is sent, and the
signers are the people named in the agreement
a deal past <days> with no movement goes to <who> for a decision on
whether it is still live
measures:
cycle time: <target> from the agreed position to the signature
date accuracy: <target> for the gap between the first agreed
signature date and the actual one
volume: <close plans per period>
quality gate: no step sits past its date unchased, and every signed
agreement has its conditions marked done with evidence
```
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
371 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: run the close plan id: <team>/run-the-close-plan v1
from: ref/sls/run-the-close-plan v1
owner: <who> effective: <date>
trigger: a deal reaches an agreed position and <who> asks for a close
plan, in <your CRM>
watch: record=<opportunity> system=<your CRM>
change=<the deal reaches an agreed position>
and watch: record=<close plan request> system=<your CRM>
change=<a close plan is asked for on that deal>
concurrency: runs may overlap - <how many> close plans live at once, and
one opportunity has one close plan at a time
goal: every step both sides still owe named, owned, dated and worked
until the agreement is signed, with no step past its date
unchased
phases:
open-plan - human: the plan opened from the agreed
position, with the signature date both sides
are working toward
owner: close-plan-keeper after: trigger
automation: <level>
name-steps - runs collect-and-report: every step still
owed, ours and the buyer's, listed as one set
rather than two
owner: close-plan-keeper after: open-plan
by: <days> automation: <level>
confirm-buyer-process - convenes briefing: the buyer walks us through
their own approval path, committee by
committee, with the dates each one meets
owner: <your deal owner role>
after: name-steps
by: <days> automation: <level>
assign-owners - human: one named owner per step, on the side
that actually does the work
owner: close-plan-keeper
after: confirm-buyer-process
automation: <level>
date-steps - human: every step dated, counted back from
the signature date, with the steps that
cannot run in parallel marked
owner: close-plan-keeper after: assign-owners
automation: <level>
agree-plan - convenes approval: the buyer confirms the
plan, the owners and the dates, and the
confirmation is kept
owner: <your deal owner role>
after: date-steps automation: never
work-security - human: the buyer's security review answered
from <your answer library>, with anything new
answered by a named person
owner: <your security role>
after: agree-plan
by: <days> automation: <level>
work-procurement - human: vendor forms, supplier onboarding, tax
and banking details, and the purchase order
owner: close-plan-keeper after: agree-plan
by: <days> automation: <level>
confirm-signers - runs collect-and-report: who signs on each
side, in what order, on which document, and
what each signer needs to see first
owner: signature-manager after: agree-plan
by: <days> automation: <level>
chase-steps - human: every step past its date chased with
its named owner, and given a new date or an
escalation
owner: close-plan-keeper after: agree-plan
automation: <level>
re-plan - human: when a step slips, the steps behind it
move too, and the signature date moves or the
slack is named
owner: close-plan-keeper after: chase-steps
automation: <level>
report-plan - runs collect-and-report: where the deal
stands against its own plan, step by step,
with the dates that moved
owner: close-plan-keeper after: chase-steps
every: <cadence> automation: <level>
escalate-stall - convenes decide-and-announce: a step nobody
will move goes to <who> on our side and the
matching person on the buyer's
owner: <your sales leadership role>
after: chase-steps
by: <days> automation: never
confirm-conditions - convenes approval: every step owed before
signature is checked as done, with evidence,
before the document goes out to sign
owner: close-plan-keeper
after: work-security + work-procurement +
confirm-signers + chase-steps
automation: never
execute-signature - human: the agreed text goes to the named
signers in order, and the executed copy is
filed
owner: signature-manager
after: confirm-conditions automation: never
close-plan - convenes debrief: the plan closed with what
slipped, why, and what to plan differently
next time
owner: deal-inspector
after: execute-signature + report-plan
automation: <level>
run-scoped:
status - runs roll-call owner: close-plan-keeper
every: <cadence>
from: agree-plan until: run close
slippage - runs collect-and-report owner: deal-inspector
every: <cadence>
from: agree-plan until: run close
handoffs:
open-plan -> name-steps [agreed-position]: the agreed position, the
signature date, and the people on both sides who own the deal
name-steps -> confirm-buyer-process [steps-we-know]: the steps we
know about, so the buyer can say what is missing
confirm-buyer-process -> assign-owners [buyer-approval-path]: the
buyer's approval path, with the committee dates and the person who
takes it to each one
assign-owners -> date-steps [owned-steps]: one named owner per step,
on the side that does the work
date-steps -> agree-plan [dated-plan]: the dated plan, counted back
from signature, with the steps that block others marked
agree-plan -> work-security [security-questionnaire]: the security
review as a dated step with the buyer's questionnaire attached
agree-plan -> work-procurement [procurement-forms]: the forms the
buyer needs from us, and who on their side receives each one
agree-plan -> confirm-signers [signature-date]: the signature date
and the document that will be signed
agree-plan -> chase-steps [confirmed-plan]: the confirmed plan, which
is the thing chasing is measured against
chase-steps -> re-plan [late-steps]: the steps past their date, with
the reason the owner gave
chase-steps -> report-plan [plan-as-it-stands]: the plan as it
actually stands, not as it was agreed
chase-steps -> escalate-stall [stalled-step]: the step, its owner,
how long it has been late, and what is blocking it
re-plan -> agree-plan [re-dated-plan]: the moved dates, taken back to
the buyer for confirmation
escalate-stall -> chase-steps [escalation-decision]: the decision,
and the new date it produced
work-security -> confirm-conditions [security-clearance]: the
completed review and any condition the buyer attached to it
work-procurement -> confirm-conditions [vendor-record]: the vendor
record, the order number, and anything still outstanding
confirm-signers -> confirm-conditions [signers-in-order]: the signers
in order, and what each one has to see first
confirm-conditions -> execute-signature [conditions-met]: every
pre-signature step marked done with its evidence
execute-signature -> close-plan [executed-agreement]: the executed
agreement, its date, and the signers
report-plan -> close-plan [date-movement]: the dates as they moved
through the run
deviations:
confirm-buyer-process -> name-steps [unknown-step]: the buyer names a
step nobody on our side knew about, so the steps are named again
before anyone is assigned to them
chase-steps -> escalate-stall [step-will-not-move]: a step nobody
will move goes up on both sides
escalate-stall -> name-steps [term-reopens]: the escalation reopens a
term, so the steps both sides owe are named again against it
re-plan -> agree-plan [dates-move]: the dates change on both sides,
so the plan is agreed with the buyer again
confirm-conditions -> chase-steps [condition-not-met]: a step owed
before signature is not done, so it goes back to be chased and the
document does not go out
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the deal owner, the sales leader
who escalates, the security reviewer, the finance approver,
the legal reviewer and the buyer's procurement lead>
systems: the CRM (write), the close plan record (write),
the signature system (write), the contract system (read),
the security answer library (read),
the buyer's vendor portal (write),
the shared workspace with the buyer (write)
data: <your close plan template> <version>, <your security answer
library> <version>, the agreed position, the buyer's
approval path
policy:
every step in the plan has one named owner and one date
a step past its date is chased within <hours> and either re-dated or
escalated
a moved date is agreed with the buyer, not changed on our copy alone
no document goes out for signature while a pre-signature condition is
open, unless <who> accepts it in writing
the signature path is confirmed before the document is sent, and the
signers are the people named in the agreement
a deal past <days> with no movement goes to <who> for a decision on
whether it is still live
measures:
cycle time: <target> from the agreed position to the signature
date accuracy: <target> for the gap between the first agreed
signature date and the actual one
volume: <close plans per period>
quality gate: no step sits past its date unchased, and every signed
agreement has its conditions marked done with evidence
```
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
376 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: run the close plan id: <team>/run-the-close-plan v1
from: ref/sls/run-the-close-plan v1
owner: <who> effective: <date>
trigger: a deal reaches an agreed position and <who> asks for a close
plan, in <your CRM>
watch: record=<opportunity> system=<your CRM>
change=<the deal reaches an agreed position>
and watch: record=<close plan request> system=<your CRM>
change=<a close plan is asked for on that deal>
concurrency: runs may overlap - <how many> close plans live at once, and
one opportunity has one close plan at a time
goal: every step both sides still owe named, owned, dated and worked
until the agreement is signed, with no step past its date
unchased
phases:
open-plan - human: the plan opened from the agreed
position, with the signature date both sides
are working toward
owner: close-plan-keeper after: trigger
automation: <level>
name-steps - runs collect-and-report: every step still
owed, ours and the buyer's, listed as one set
rather than two
owner: close-plan-keeper after: open-plan
by: <days> automation: <level>
confirm-buyer-process - convenes briefing: the buyer walks us through
their own approval path, committee by
committee, with the dates each one meets
owner: <your deal owner role>
after: name-steps
by: <days> automation: <level>
assign-owners - human: one named owner per step, on the side
that actually does the work
owner: close-plan-keeper
after: confirm-buyer-process
automation: <level>
date-steps - human: every step dated, counted back from
the signature date, with the steps that
cannot run in parallel marked
owner: close-plan-keeper after: assign-owners
automation: <level>
agree-plan - convenes approval: the buyer confirms the
plan, the owners and the dates, and the
confirmation is kept
owner: <your deal owner role>
after: date-steps automation: never
work-security - human: the buyer's security review answered
from <your answer library>, with anything new
answered by a named person
owner: <your security role>
after: agree-plan
by: <days> automation: <level>
work-procurement - human: vendor forms, supplier onboarding, tax
and banking details, and the purchase order
owner: close-plan-keeper after: agree-plan
by: <days> automation: <level>
confirm-signers - runs collect-and-report: who signs on each
side, in what order, on which document, and
what each signer needs to see first
owner: signature-manager after: agree-plan
by: <days> automation: <level>
chase-steps - human: every step past its date chased with
its named owner, and given a new date or an
escalation
owner: close-plan-keeper after: agree-plan
automation: <level>
re-plan - human: when a step slips, the steps behind it
move too, and the signature date moves or the
slack is named
owner: close-plan-keeper after: chase-steps
automation: <level>
report-plan - runs collect-and-report: where the deal
stands against its own plan, step by step,
with the dates that moved
owner: close-plan-keeper after: chase-steps
every: <cadence> automation: <level>
escalate-stall - convenes decide-and-announce: a step nobody
will move goes to <who> on our side and the
matching person on the buyer's
owner: <your sales leadership role>
after: chase-steps
by: <days> automation: never
confirm-conditions - convenes approval: every step owed before
signature is checked as done, with evidence,
before the document goes out to sign
owner: close-plan-keeper
after: work-security + work-procurement +
confirm-signers + chase-steps
automation: never
execute-signature - human: the agreed text goes to the named
signers in order, and the executed copy is
filed
owner: signature-manager
after: confirm-conditions automation: never
close-plan - convenes debrief: the plan closed with what
slipped, why, and what to plan differently
next time
owner: deal-inspector
after: execute-signature + report-plan
automation: <level>
run-scoped:
status - runs roll-call owner: close-plan-keeper
every: <cadence>
from: agree-plan until: run close
slippage - runs collect-and-report owner: deal-inspector
every: <cadence>
from: agree-plan until: run close
handoffs:
open-plan -> name-steps [agreed-position]: the agreed position, the
signature date, and the people on both sides who own the deal
name-steps -> confirm-buyer-process [steps-we-know]: the steps we
know about, so the buyer can say what is missing
confirm-buyer-process -> assign-owners [buyer-approval-path]: the
buyer's approval path, with the committee dates and the person who
takes it to each one
assign-owners -> date-steps [owned-steps]: one named owner per step,
on the side that does the work
date-steps -> agree-plan [dated-plan]: the dated plan, counted back
from signature, with the steps that block others marked
agree-plan -> work-security [security-questionnaire]: the security
review as a dated step with the buyer's questionnaire attached
agree-plan -> work-procurement [procurement-forms]: the forms the
buyer needs from us, and who on their side receives each one
agree-plan -> confirm-signers [signature-date]: the signature date
and the document that will be signed
agree-plan -> chase-steps [confirmed-plan]: the confirmed plan, which
is the thing chasing is measured against
chase-steps -> re-plan [late-steps]: the steps past their date, with
the reason the owner gave
chase-steps -> report-plan [plan-as-it-stands]: the plan as it
actually stands, not as it was agreed
chase-steps -> escalate-stall [stalled-step]: the step, its owner,
how long it has been late, and what is blocking it
re-plan -> agree-plan [re-dated-plan]: the moved dates, taken back to
the buyer for confirmation
escalate-stall -> chase-steps [escalation-decision]: the decision,
and the new date it produced
work-security -> confirm-conditions [security-clearance]: the
completed review and any condition the buyer attached to it
work-procurement -> confirm-conditions [vendor-record]: the vendor
record, the order number, and anything still outstanding
confirm-signers -> confirm-conditions [signers-in-order]: the signers
in order, and what each one has to see first
confirm-conditions -> execute-signature [conditions-met]: every
pre-signature step marked done with its evidence
execute-signature -> close-plan [executed-agreement]: the executed
agreement, its date, and the signers
report-plan -> close-plan [date-movement]: the dates as they moved
through the run
deviations:
confirm-buyer-process -> name-steps [unknown-step]: the buyer names a
step nobody on our side knew about, so the steps are named again
before anyone is assigned to them
chase-steps -> escalate-stall [step-will-not-move]: a step nobody
will move goes up on both sides
escalate-stall -> name-steps [term-reopens]: the escalation reopens a
term, so the steps both sides owe are named again against it
re-plan -> agree-plan [dates-move]: the dates change on both sides,
so the plan is agreed with the buyer again
confirm-conditions -> chase-steps [condition-not-met]: a step owed
before signature is not done, so it goes back to be chased and the
document does not go out
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the deal owner, the sales leader
who escalates, the security reviewer, the finance approver,
the legal reviewer and the buyer's procurement lead>
systems: the CRM (write), the close plan record (write),
the signature system (write), the contract system (read),
the security answer library (read),
the buyer's vendor portal (write),
the shared workspace with the buyer (write)
data: <your close plan template> <version>, <your security answer
library> <version>, the agreed position, the buyer's
approval path
policy:
every step in the plan has one named owner and one date
a step past its date is chased within <hours> and either re-dated or
escalated
a moved date is agreed with the buyer, not changed on our copy alone
no document goes out for signature while a pre-signature condition is
open, unless <who> accepts it in writing
the signature path is confirmed before the document is sent, and the
signers are the people named in the agreement
a deal past <days> with no movement goes to <who> for a decision on
whether it is still live
measures:
cycle time: <target> from the agreed position to the signature
date accuracy: <target> for the gap between the first agreed
signature date and the actual one
volume: <close plans per period>
quality gate: no step sits past its date unchased, and every signed
agreement has its conditions marked done with evidence
```
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
367 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: run the close plan id: <team>/run-the-close-plan v1
from: ref/sls/run-the-close-plan v1
owner: <who> effective: <date>
trigger: a deal reaches an agreed position and <who> asks for a close
plan, in <your CRM>
watch: record=<opportunity> system=<your CRM>
change=<the deal reaches an agreed position>
and watch: record=<close plan request> system=<your CRM>
change=<a close plan is asked for on that deal>
concurrency: runs may overlap - <how many> close plans live at once, and
one opportunity has one close plan at a time
goal: every step both sides still owe named, owned, dated and worked
until the agreement is signed, with no step past its date
unchased
phases:
open-plan - human: the plan opened from the agreed
position, with the signature date both sides
are working toward
owner: close-plan-keeper after: trigger
automation: <level>
name-steps - runs collect-and-report: every step still
owed, ours and the buyer's, listed as one set
rather than two
owner: close-plan-keeper after: open-plan
by: <days> automation: <level>
confirm-buyer-process - convenes briefing: the buyer walks us through
their own approval path, committee by
committee, with the dates each one meets
owner: <your deal owner role>
after: name-steps
by: <days> automation: <level>
assign-owners - human: one named owner per step, on the side
that actually does the work
owner: close-plan-keeper
after: confirm-buyer-process
automation: <level>
date-steps - human: every step dated, counted back from
the signature date, with the steps that
cannot run in parallel marked
owner: close-plan-keeper after: assign-owners
automation: <level>
agree-plan - convenes approval: the buyer confirms the
plan, the owners and the dates, and the
confirmation is kept
owner: <your deal owner role>
after: date-steps automation: never
work-security - human: the buyer's security review answered
from <your answer library>, with anything new
answered by a named person
owner: <your security role>
after: agree-plan
by: <days> automation: <level>
work-procurement - human: vendor forms, supplier onboarding, tax
and banking details, and the purchase order
owner: close-plan-keeper after: agree-plan
by: <days> automation: <level>
confirm-signers - runs collect-and-report: who signs on each
side, in what order, on which document, and
what each signer needs to see first
owner: signature-manager after: agree-plan
by: <days> automation: <level>
chase-steps - human: every step past its date chased with
its named owner, and given a new date or an
escalation
owner: close-plan-keeper after: agree-plan
automation: <level>
re-plan - human: when a step slips, the steps behind it
move too, and the signature date moves or the
slack is named
owner: close-plan-keeper after: chase-steps
automation: <level>
report-plan - runs collect-and-report: where the deal
stands against its own plan, step by step,
with the dates that moved
owner: close-plan-keeper after: chase-steps
every: <cadence> automation: <level>
escalate-stall - convenes decide-and-announce: a step nobody
will move goes to <who> on our side and the
matching person on the buyer's
owner: <your sales leadership role>
after: chase-steps
by: <days> automation: never
confirm-conditions - convenes approval: every step owed before
signature is checked as done, with evidence,
before the document goes out to sign
owner: close-plan-keeper
after: work-security + work-procurement +
confirm-signers + chase-steps
automation: never
execute-signature - human: the agreed text goes to the named
signers in order, and the executed copy is
filed
owner: signature-manager
after: confirm-conditions automation: never
close-plan - convenes debrief: the plan closed with what
slipped, why, and what to plan differently
next time
owner: deal-inspector
after: execute-signature + report-plan
automation: <level>
run-scoped:
status - runs roll-call owner: close-plan-keeper
every: <cadence>
from: agree-plan until: run close
slippage - runs collect-and-report owner: deal-inspector
every: <cadence>
from: agree-plan until: run close
handoffs:
open-plan -> name-steps [agreed-position]: the agreed position, the
signature date, and the people on both sides who own the deal
name-steps -> confirm-buyer-process [steps-we-know]: the steps we
know about, so the buyer can say what is missing
confirm-buyer-process -> assign-owners [buyer-approval-path]: the
buyer's approval path, with the committee dates and the person who
takes it to each one
assign-owners -> date-steps [owned-steps]: one named owner per step,
on the side that does the work
date-steps -> agree-plan [dated-plan]: the dated plan, counted back
from signature, with the steps that block others marked
agree-plan -> work-security [security-questionnaire]: the security
review as a dated step with the buyer's questionnaire attached
agree-plan -> work-procurement [procurement-forms]: the forms the
buyer needs from us, and who on their side receives each one
agree-plan -> confirm-signers [signature-date]: the signature date
and the document that will be signed
agree-plan -> chase-steps [confirmed-plan]: the confirmed plan, which
is the thing chasing is measured against
chase-steps -> re-plan [late-steps]: the steps past their date, with
the reason the owner gave
chase-steps -> report-plan [plan-as-it-stands]: the plan as it
actually stands, not as it was agreed
chase-steps -> escalate-stall [stalled-step]: the step, its owner,
how long it has been late, and what is blocking it
re-plan -> agree-plan [re-dated-plan]: the moved dates, taken back to
the buyer for confirmation
escalate-stall -> chase-steps [escalation-decision]: the decision,
and the new date it produced
work-security -> confirm-conditions [security-clearance]: the
completed review and any condition the buyer attached to it
work-procurement -> confirm-conditions [vendor-record]: the vendor
record, the order number, and anything still outstanding
confirm-signers -> confirm-conditions [signers-in-order]: the signers
in order, and what each one has to see first
confirm-conditions -> execute-signature [conditions-met]: every
pre-signature step marked done with its evidence
execute-signature -> close-plan [executed-agreement]: the executed
agreement, its date, and the signers
report-plan -> close-plan [date-movement]: the dates as they moved
through the run
deviations:
confirm-buyer-process -> name-steps [unknown-step]: the buyer names a
step nobody on our side knew about, so the steps are named again
before anyone is assigned to them
chase-steps -> escalate-stall [step-will-not-move]: a step nobody
will move goes up on both sides
escalate-stall -> name-steps [term-reopens]: the escalation reopens a
term, so the steps both sides owe are named again against it
re-plan -> agree-plan [dates-move]: the dates change on both sides,
so the plan is agreed with the buyer again
confirm-conditions -> chase-steps [condition-not-met]: a step owed
before signature is not done, so it goes back to be chased and the
document does not go out
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the deal owner, the sales leader
who escalates, the security reviewer, the finance approver,
the legal reviewer and the buyer's procurement lead>
systems: the CRM (write), the close plan record (write),
the signature system (write), the contract system (read),
the security answer library (read),
the buyer's vendor portal (write),
the shared workspace with the buyer (write)
data: <your close plan template> <version>, <your security answer
library> <version>, the agreed position, the buyer's
approval path
policy:
every step in the plan has one named owner and one date
a step past its date is chased within <hours> and either re-dated or
escalated
a moved date is agreed with the buyer, not changed on our copy alone
no document goes out for signature while a pre-signature condition is
open, unless <who> accepts it in writing
the signature path is confirmed before the document is sent, and the
signers are the people named in the agreement
a deal past <days> with no movement goes to <who> for a decision on
whether it is still live
measures:
cycle time: <target> from the agreed position to the signature
date accuracy: <target> for the gap between the first agreed
signature date and the actual one
volume: <close plans per period>
quality gate: no step sits past its date unchased, and every signed
agreement has its conditions marked done with evidence
```
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/sls/run-the-close-plan 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.