Catalog / Business processes / Sales / Account-to-Plan / Write an Account Plan
reference process · sales · 16 activities · 8 on the rosterWrite an Account Plan
The read and the map are in. This run turns them into a plan: what to sell at this account, to whom, in what order, and what has to be true for that order to work. Every opportunity is sized, tested against the evidence in the read, and given a buyer from the map. The assumptions the order rests on are written down as assumptions so a later review can check them. The plan commits the account team and asks for whatever it needs from elsewhere, but it commits nobody outside the account team and puts no money in a forecast.
The walk
The document
One run
Adoption
The activities
What happens in a run
16 activities from an account read and a people map are issued to the account plan is signed, issued and dated for review, one of them a gate a person has to sign. Drag the diagram to move along it.
Write an Account Plan an account read and a people map are issued → the account plan is signed, issued and dated for review
the read is too old to plan from nothing in the read supports it no buyer is known for it a risk breaks the order the ask is refused the plan is sent back an account read and a people map are issued 1 Open the Plan the account, the period, and who the plan is for 2 Read the Account Read and… what is already known, and what is not 3 Set What the Plan Is For the outcome the account team is going after 4 List What Could Be Sold every offer that fits what the account needs 5 Size Each Opportunity money, timing, and how sure the number is 6 Test Each Opportunity Aga… evidence for it, and evidence against 7 Name Who Buys Each One the decision, the buyer, and the path in 8 Put the Opportunities in … what comes first, and what it unlocks 9 Write down What Has to Be… the assumptions the order rests on 10 Name the Risks and What W… the competitor, the budget, the incumbent 11 Say What the Account Team… the moves, the owner of each, and the date 12 Ask for What the Plan Nee… people, money and product time from elsewhere 13 Choose the Plan the version the account team commits to 14 Sign the Plan the owner and the leader put their names on it a person signs · never an agent 15 Issue the Plan and Tell t… the version, and everyone who acts on it 16 Set the Review Date and t… when it comes back up, and what forces it the account plan is signed, issued and dated for review 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: write an account plan id: <team> /write-an-account-plan v1
from: ref/sls/write-an-account-plan v1
owner: <who> effective: <date>
trigger: an account read and a people map are issued for an account
that <your account selection> says is worth a plan
watch: record=<account read> system=<your account read record>
change=<a read is issued for an account the selection
says is worth a plan>
and watch: record=<people map>
system=<your account map record>
change=<a map is issued for the same account>
concurrency: runs may overlap - <how many> plans written at once, and
one account has one plan in force at a time
goal: one signed plan naming what to sell at this account, to whom, in
what order, what has to be true for that order to work, and what
the account team will do next, with a date it comes back up
phases:
open-plan - human: the account, the period the plan covers,
and who the plan is written for
owner: account-planner after: trigger
automation: <level>
read-inputs - runs collect-and-report: the account read and the
people map at their versions, with the unknowns
and the coverage gaps carried across as they stand
owner: account-monitor after: open-plan
by: <days> automation: <level>
set-the-aim - convenes decide-and-announce: what this plan is
trying to achieve at this account by <when> , said
as an outcome and not as a number
owner: account-planner after: read-inputs
automation: <level>
list-offers - human: every offer that fits something the read
says the account needs, before any is ruled out
owner: account-planner after: set-the-aim
automation: <level>
size-offers - runs assessment: the money each opportunity would
be worth, when it could land, and how sure that
number is, said in <your confidence bands>
owner: analytics after: list-offers
by: <days> automation: <level>
test-offers - runs assessment: each opportunity set against the
read, with the evidence for it and against it
owner: account-planner after: list-offers
by: <days> automation: <level>
name-buyers - human: for each opportunity, the decision it sits
under, the buyer from the map, and the path in
owner: relationship-mapper
after: size-offers + test-offers
automation: <level>
order-the-work - convenes decide-and-announce: what the team goes
after first, what that unlocks, and what waits
owner: account-planner after: name-buyers
automation: <level>
name-assumptions - human: the things that have to be true for the
order to work, each written so a later review can
say whether it held
owner: account-planner after: order-the-work
automation: <level>
name-risks - runs assessment: the competitor in place, the
budget that may not exist, the incumbent contract,
and what would kill the plan outright
owner: account-planner after: order-the-work
by: <days> automation: <level>
name-the-moves - human: what the account team will actually do, who
owns each move, and the date it is due
owner: <your account owner role>
after: name-assumptions + name-risks
automation: <level>
ask-for-support - human: the people, the money and the product time
the plan needs from outside the account team, each
ask naming who has to agree to it
owner: account-planner after: name-the-moves
by: <days> automation: <level>
choose-plan - convenes decide-and-announce: the account team and
<your sales leadership role> settle on the version
they will run, and the reasons are recorded
owner: decision-coordinator
after: ask-for-support
by: <days> automation: <level>
sign-plan - convenes approval: the account owner and the sales
leader sign, as named signers, against a version
owner: <your sales leadership role>
after: choose-plan
by: <days> automation: never
issue-plan - runs decide-and-announce: the plan is issued at a
version, and everyone who has to act on it is told
what they were given and when it applies from
owner: account-planner after: sign-plan
automation: <level>
set-review - human: the date the plan comes back up, and the
events that pull it back sooner
owner: account-planner after: issue-plan
automation: <level>
run-scoped:
support - runs allocate-and-reconcile owner: account-planner
from: ask-for-support until: run close
status - runs roll-call owner: account-planner
every: <cadence>
from: list-offers until: sign-plan
handoffs:
open-plan -> read-inputs [plan-scope]: the account, the period, and
the versions of the read and the map the plan is to be built on
read-inputs -> set-the-aim [what-is-known]: what is known, and the
unknowns and coverage gaps as the read and the map left them
set-the-aim -> list-offers [the-aim]: the outcome the plan is for,
and the date it is wanted by
list-offers -> size-offers [candidate-offers]: every candidate
opportunity, none ruled out yet
list-offers -> test-offers [candidate-offers-for-testing]: the same
list, so sizing and testing see the same candidates
size-offers -> name-buyers [offer-sizing]: the money, the timing and
the confidence band behind each number
test-offers -> name-buyers [offer-evidence]: the evidence for and
against each one, each line citing the read
name-buyers -> order-the-work [buyers-and-paths]: the buyer, the
decision and the path in for each opportunity, and every one with
no buyer marked
order-the-work -> name-assumptions [the-order]: the order, and what
each step depends on the one before it delivering
order-the-work -> name-risks [the-order-for-risks]: the same order,
so risks are named against a sequence rather than in general
name-assumptions -> name-the-moves [the-assumptions]: the
assumptions, each written as a statement a review can test
name-risks -> name-the-moves [the-risks]: the risks, each with what
would happen and what the plan does about it
name-the-moves -> ask-for-support [the-moves]: the moves, their
owners and their dates, and which of them cannot be done by the
account team alone
ask-for-support -> choose-plan [support-asks]: the asks, each naming
who has to agree, and which have been agreed already
choose-plan -> sign-plan [chosen-version]: the chosen version, the
reasons behind it, and anyone who disagreed with what was chosen
sign-plan -> issue-plan [signed-plan]: the signed version, naming
both signers and the date they signed
issue-plan -> set-review [issued-plan]: the issued version, so the
review date and the tripwires attach to a version and not to a
document
deviations:
read-inputs -> open-plan [read-too-old]: the read is too old to plan
from, so the plan waits on a refreshed read rather than quoting one
nobody rechecked
test-offers -> list-offers [no-evidence-behind-it]: nothing in the
read supports an opportunity, so it goes back to the list marked
unsupported rather than being dropped quietly
name-buyers -> list-offers [no-buyer-known]: the map has nobody
behind the decision, so the opportunity goes back to the list with
the gap named
name-risks -> order-the-work [risk-breaks-the-order]: a risk breaks
the order, so the order is set again while the sizing and the
testing stand
ask-for-support -> name-the-moves [support-refused]: the ask for
people or money is refused, so the moves that depended on it are
written again to what the account team can do alone
choose-plan -> order-the-work [plan-sent-back]: the plan is sent back
at the decision, so the order is set again and the version that was
sent back stays in the record
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, the account owner and the sales leader who sign, and
whoever must agree to each ask for people or money>
systems: the CRM (write), the account read record (read),
the account map record (read), <your pricing system> (read),
<your product roadmap> (read), the plan record (write),
the notification channel (write)
data: <your offer catalogue> <version> , <your confidence bands>
<version> , <your account plan template> <version> ,
the account read and the people map at their versions
policy:
the plan commits the account team only, and nobody outside it is
committed by being named in it
no money from this plan appears in a forecast until a deal is open in
the CRM under <your opportunity rules>
every opportunity in the plan names a buyer from the map, or is
marked as having none
an opportunity the read does not support is written down as
unsupported rather than dropped quietly
the assumptions are written before the plan is signed, and are never
added afterwards to explain a result
signing is a human gate and is never delegated to an agent
a plan changed after signing goes back through choose-plan and
sign-plan, and the version it replaces stays where it is
measures:
cycle time: <target> from the issued read to the signed plan
coverage: <target> share of accounts in <your target list> with a
plan signed inside <period>
volume: <plans written per period>
quality gate: <sample size> of plans checked each <period> for
assumptions written as testable statements
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
311 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: write an account plan id: <team>/write-an-account-plan v1
from: ref/sls/write-an-account-plan v1
owner: <who> effective: <date>
trigger: an account read and a people map are issued for an account
that <your account selection> says is worth a plan
watch: record=<account read> system=<your account read record>
change=<a read is issued for an account the selection
says is worth a plan>
and watch: record=<people map>
system=<your account map record>
change=<a map is issued for the same account>
concurrency: runs may overlap - <how many> plans written at once, and
one account has one plan in force at a time
goal: one signed plan naming what to sell at this account, to whom, in
what order, what has to be true for that order to work, and what
the account team will do next, with a date it comes back up
phases:
open-plan - human: the account, the period the plan covers,
and who the plan is written for
owner: account-planner after: trigger
automation: <level>
read-inputs - runs collect-and-report: the account read and the
people map at their versions, with the unknowns
and the coverage gaps carried across as they stand
owner: account-monitor after: open-plan
by: <days> automation: <level>
set-the-aim - convenes decide-and-announce: what this plan is
trying to achieve at this account by <when>, said
as an outcome and not as a number
owner: account-planner after: read-inputs
automation: <level>
list-offers - human: every offer that fits something the read
says the account needs, before any is ruled out
owner: account-planner after: set-the-aim
automation: <level>
size-offers - runs assessment: the money each opportunity would
be worth, when it could land, and how sure that
number is, said in <your confidence bands>
owner: analytics after: list-offers
by: <days> automation: <level>
test-offers - runs assessment: each opportunity set against the
read, with the evidence for it and against it
owner: account-planner after: list-offers
by: <days> automation: <level>
name-buyers - human: for each opportunity, the decision it sits
under, the buyer from the map, and the path in
owner: relationship-mapper
after: size-offers + test-offers
automation: <level>
order-the-work - convenes decide-and-announce: what the team goes
after first, what that unlocks, and what waits
owner: account-planner after: name-buyers
automation: <level>
name-assumptions - human: the things that have to be true for the
order to work, each written so a later review can
say whether it held
owner: account-planner after: order-the-work
automation: <level>
name-risks - runs assessment: the competitor in place, the
budget that may not exist, the incumbent contract,
and what would kill the plan outright
owner: account-planner after: order-the-work
by: <days> automation: <level>
name-the-moves - human: what the account team will actually do, who
owns each move, and the date it is due
owner: <your account owner role>
after: name-assumptions + name-risks
automation: <level>
ask-for-support - human: the people, the money and the product time
the plan needs from outside the account team, each
ask naming who has to agree to it
owner: account-planner after: name-the-moves
by: <days> automation: <level>
choose-plan - convenes decide-and-announce: the account team and
<your sales leadership role> settle on the version
they will run, and the reasons are recorded
owner: decision-coordinator
after: ask-for-support
by: <days> automation: <level>
sign-plan - convenes approval: the account owner and the sales
leader sign, as named signers, against a version
owner: <your sales leadership role>
after: choose-plan
by: <days> automation: never
issue-plan - runs decide-and-announce: the plan is issued at a
version, and everyone who has to act on it is told
what they were given and when it applies from
owner: account-planner after: sign-plan
automation: <level>
set-review - human: the date the plan comes back up, and the
events that pull it back sooner
owner: account-planner after: issue-plan
automation: <level>
run-scoped:
support - runs allocate-and-reconcile owner: account-planner
from: ask-for-support until: run close
status - runs roll-call owner: account-planner
every: <cadence>
from: list-offers until: sign-plan
handoffs:
open-plan -> read-inputs [plan-scope]: the account, the period, and
the versions of the read and the map the plan is to be built on
read-inputs -> set-the-aim [what-is-known]: what is known, and the
unknowns and coverage gaps as the read and the map left them
set-the-aim -> list-offers [the-aim]: the outcome the plan is for,
and the date it is wanted by
list-offers -> size-offers [candidate-offers]: every candidate
opportunity, none ruled out yet
list-offers -> test-offers [candidate-offers-for-testing]: the same
list, so sizing and testing see the same candidates
size-offers -> name-buyers [offer-sizing]: the money, the timing and
the confidence band behind each number
test-offers -> name-buyers [offer-evidence]: the evidence for and
against each one, each line citing the read
name-buyers -> order-the-work [buyers-and-paths]: the buyer, the
decision and the path in for each opportunity, and every one with
no buyer marked
order-the-work -> name-assumptions [the-order]: the order, and what
each step depends on the one before it delivering
order-the-work -> name-risks [the-order-for-risks]: the same order,
so risks are named against a sequence rather than in general
name-assumptions -> name-the-moves [the-assumptions]: the
assumptions, each written as a statement a review can test
name-risks -> name-the-moves [the-risks]: the risks, each with what
would happen and what the plan does about it
name-the-moves -> ask-for-support [the-moves]: the moves, their
owners and their dates, and which of them cannot be done by the
account team alone
ask-for-support -> choose-plan [support-asks]: the asks, each naming
who has to agree, and which have been agreed already
choose-plan -> sign-plan [chosen-version]: the chosen version, the
reasons behind it, and anyone who disagreed with what was chosen
sign-plan -> issue-plan [signed-plan]: the signed version, naming
both signers and the date they signed
issue-plan -> set-review [issued-plan]: the issued version, so the
review date and the tripwires attach to a version and not to a
document
deviations:
read-inputs -> open-plan [read-too-old]: the read is too old to plan
from, so the plan waits on a refreshed read rather than quoting one
nobody rechecked
test-offers -> list-offers [no-evidence-behind-it]: nothing in the
read supports an opportunity, so it goes back to the list marked
unsupported rather than being dropped quietly
name-buyers -> list-offers [no-buyer-known]: the map has nobody
behind the decision, so the opportunity goes back to the list with
the gap named
name-risks -> order-the-work [risk-breaks-the-order]: a risk breaks
the order, so the order is set again while the sizing and the
testing stand
ask-for-support -> name-the-moves [support-refused]: the ask for
people or money is refused, so the moves that depended on it are
written again to what the account team can do alone
choose-plan -> order-the-work [plan-sent-back]: the plan is sent back
at the decision, so the order is set again and the version that was
sent back stays in the record
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, the account owner and the sales leader who sign, and
whoever must agree to each ask for people or money>
systems: the CRM (write), the account read record (read),
the account map record (read), <your pricing system> (read),
<your product roadmap> (read), the plan record (write),
the notification channel (write)
data: <your offer catalogue> <version>, <your confidence bands>
<version>, <your account plan template> <version>,
the account read and the people map at their versions
policy:
the plan commits the account team only, and nobody outside it is
committed by being named in it
no money from this plan appears in a forecast until a deal is open in
the CRM under <your opportunity rules>
every opportunity in the plan names a buyer from the map, or is
marked as having none
an opportunity the read does not support is written down as
unsupported rather than dropped quietly
the assumptions are written before the plan is signed, and are never
added afterwards to explain a result
signing is a human gate and is never delegated to an agent
a plan changed after signing goes back through choose-plan and
sign-plan, and the version it replaces stays where it is
measures:
cycle time: <target> from the issued read to the signed plan
coverage: <target> share of accounts in <your target list> with a
plan signed inside <period>
volume: <plans written per period>
quality gate: <sample size> of plans checked each <period> for
assumptions written as testable statements
```
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
366 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: write an account plan id: <team>/write-an-account-plan v1
from: ref/sls/write-an-account-plan v1
owner: <who> effective: <date>
trigger: an account read and a people map are issued for an account
that <your account selection> says is worth a plan
watch: record=<account read> system=<your account read record>
change=<a read is issued for an account the selection
says is worth a plan>
and watch: record=<people map>
system=<your account map record>
change=<a map is issued for the same account>
concurrency: runs may overlap - <how many> plans written at once, and
one account has one plan in force at a time
goal: one signed plan naming what to sell at this account, to whom, in
what order, what has to be true for that order to work, and what
the account team will do next, with a date it comes back up
phases:
open-plan - human: the account, the period the plan covers,
and who the plan is written for
owner: account-planner after: trigger
automation: <level>
read-inputs - runs collect-and-report: the account read and the
people map at their versions, with the unknowns
and the coverage gaps carried across as they stand
owner: account-monitor after: open-plan
by: <days> automation: <level>
set-the-aim - convenes decide-and-announce: what this plan is
trying to achieve at this account by <when>, said
as an outcome and not as a number
owner: account-planner after: read-inputs
automation: <level>
list-offers - human: every offer that fits something the read
says the account needs, before any is ruled out
owner: account-planner after: set-the-aim
automation: <level>
size-offers - runs assessment: the money each opportunity would
be worth, when it could land, and how sure that
number is, said in <your confidence bands>
owner: analytics after: list-offers
by: <days> automation: <level>
test-offers - runs assessment: each opportunity set against the
read, with the evidence for it and against it
owner: account-planner after: list-offers
by: <days> automation: <level>
name-buyers - human: for each opportunity, the decision it sits
under, the buyer from the map, and the path in
owner: relationship-mapper
after: size-offers + test-offers
automation: <level>
order-the-work - convenes decide-and-announce: what the team goes
after first, what that unlocks, and what waits
owner: account-planner after: name-buyers
automation: <level>
name-assumptions - human: the things that have to be true for the
order to work, each written so a later review can
say whether it held
owner: account-planner after: order-the-work
automation: <level>
name-risks - runs assessment: the competitor in place, the
budget that may not exist, the incumbent contract,
and what would kill the plan outright
owner: account-planner after: order-the-work
by: <days> automation: <level>
name-the-moves - human: what the account team will actually do, who
owns each move, and the date it is due
owner: <your account owner role>
after: name-assumptions + name-risks
automation: <level>
ask-for-support - human: the people, the money and the product time
the plan needs from outside the account team, each
ask naming who has to agree to it
owner: account-planner after: name-the-moves
by: <days> automation: <level>
choose-plan - convenes decide-and-announce: the account team and
<your sales leadership role> settle on the version
they will run, and the reasons are recorded
owner: decision-coordinator
after: ask-for-support
by: <days> automation: <level>
sign-plan - convenes approval: the account owner and the sales
leader sign, as named signers, against a version
owner: <your sales leadership role>
after: choose-plan
by: <days> automation: never
issue-plan - runs decide-and-announce: the plan is issued at a
version, and everyone who has to act on it is told
what they were given and when it applies from
owner: account-planner after: sign-plan
automation: <level>
set-review - human: the date the plan comes back up, and the
events that pull it back sooner
owner: account-planner after: issue-plan
automation: <level>
run-scoped:
support - runs allocate-and-reconcile owner: account-planner
from: ask-for-support until: run close
status - runs roll-call owner: account-planner
every: <cadence>
from: list-offers until: sign-plan
handoffs:
open-plan -> read-inputs [plan-scope]: the account, the period, and
the versions of the read and the map the plan is to be built on
read-inputs -> set-the-aim [what-is-known]: what is known, and the
unknowns and coverage gaps as the read and the map left them
set-the-aim -> list-offers [the-aim]: the outcome the plan is for,
and the date it is wanted by
list-offers -> size-offers [candidate-offers]: every candidate
opportunity, none ruled out yet
list-offers -> test-offers [candidate-offers-for-testing]: the same
list, so sizing and testing see the same candidates
size-offers -> name-buyers [offer-sizing]: the money, the timing and
the confidence band behind each number
test-offers -> name-buyers [offer-evidence]: the evidence for and
against each one, each line citing the read
name-buyers -> order-the-work [buyers-and-paths]: the buyer, the
decision and the path in for each opportunity, and every one with
no buyer marked
order-the-work -> name-assumptions [the-order]: the order, and what
each step depends on the one before it delivering
order-the-work -> name-risks [the-order-for-risks]: the same order,
so risks are named against a sequence rather than in general
name-assumptions -> name-the-moves [the-assumptions]: the
assumptions, each written as a statement a review can test
name-risks -> name-the-moves [the-risks]: the risks, each with what
would happen and what the plan does about it
name-the-moves -> ask-for-support [the-moves]: the moves, their
owners and their dates, and which of them cannot be done by the
account team alone
ask-for-support -> choose-plan [support-asks]: the asks, each naming
who has to agree, and which have been agreed already
choose-plan -> sign-plan [chosen-version]: the chosen version, the
reasons behind it, and anyone who disagreed with what was chosen
sign-plan -> issue-plan [signed-plan]: the signed version, naming
both signers and the date they signed
issue-plan -> set-review [issued-plan]: the issued version, so the
review date and the tripwires attach to a version and not to a
document
deviations:
read-inputs -> open-plan [read-too-old]: the read is too old to plan
from, so the plan waits on a refreshed read rather than quoting one
nobody rechecked
test-offers -> list-offers [no-evidence-behind-it]: nothing in the
read supports an opportunity, so it goes back to the list marked
unsupported rather than being dropped quietly
name-buyers -> list-offers [no-buyer-known]: the map has nobody
behind the decision, so the opportunity goes back to the list with
the gap named
name-risks -> order-the-work [risk-breaks-the-order]: a risk breaks
the order, so the order is set again while the sizing and the
testing stand
ask-for-support -> name-the-moves [support-refused]: the ask for
people or money is refused, so the moves that depended on it are
written again to what the account team can do alone
choose-plan -> order-the-work [plan-sent-back]: the plan is sent back
at the decision, so the order is set again and the version that was
sent back stays in the record
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, the account owner and the sales leader who sign, and
whoever must agree to each ask for people or money>
systems: the CRM (write), the account read record (read),
the account map record (read), <your pricing system> (read),
<your product roadmap> (read), the plan record (write),
the notification channel (write)
data: <your offer catalogue> <version>, <your confidence bands>
<version>, <your account plan template> <version>,
the account read and the people map at their versions
policy:
the plan commits the account team only, and nobody outside it is
committed by being named in it
no money from this plan appears in a forecast until a deal is open in
the CRM under <your opportunity rules>
every opportunity in the plan names a buyer from the map, or is
marked as having none
an opportunity the read does not support is written down as
unsupported rather than dropped quietly
the assumptions are written before the plan is signed, and are never
added afterwards to explain a result
signing is a human gate and is never delegated to an agent
a plan changed after signing goes back through choose-plan and
sign-plan, and the version it replaces stays where it is
measures:
cycle time: <target> from the issued read to the signed plan
coverage: <target> share of accounts in <your target list> with a
plan signed inside <period>
volume: <plans written per period>
quality gate: <sample size> of plans checked each <period> for
assumptions written as testable statements
```
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
371 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: write an account plan id: <team>/write-an-account-plan v1
from: ref/sls/write-an-account-plan v1
owner: <who> effective: <date>
trigger: an account read and a people map are issued for an account
that <your account selection> says is worth a plan
watch: record=<account read> system=<your account read record>
change=<a read is issued for an account the selection
says is worth a plan>
and watch: record=<people map>
system=<your account map record>
change=<a map is issued for the same account>
concurrency: runs may overlap - <how many> plans written at once, and
one account has one plan in force at a time
goal: one signed plan naming what to sell at this account, to whom, in
what order, what has to be true for that order to work, and what
the account team will do next, with a date it comes back up
phases:
open-plan - human: the account, the period the plan covers,
and who the plan is written for
owner: account-planner after: trigger
automation: <level>
read-inputs - runs collect-and-report: the account read and the
people map at their versions, with the unknowns
and the coverage gaps carried across as they stand
owner: account-monitor after: open-plan
by: <days> automation: <level>
set-the-aim - convenes decide-and-announce: what this plan is
trying to achieve at this account by <when>, said
as an outcome and not as a number
owner: account-planner after: read-inputs
automation: <level>
list-offers - human: every offer that fits something the read
says the account needs, before any is ruled out
owner: account-planner after: set-the-aim
automation: <level>
size-offers - runs assessment: the money each opportunity would
be worth, when it could land, and how sure that
number is, said in <your confidence bands>
owner: analytics after: list-offers
by: <days> automation: <level>
test-offers - runs assessment: each opportunity set against the
read, with the evidence for it and against it
owner: account-planner after: list-offers
by: <days> automation: <level>
name-buyers - human: for each opportunity, the decision it sits
under, the buyer from the map, and the path in
owner: relationship-mapper
after: size-offers + test-offers
automation: <level>
order-the-work - convenes decide-and-announce: what the team goes
after first, what that unlocks, and what waits
owner: account-planner after: name-buyers
automation: <level>
name-assumptions - human: the things that have to be true for the
order to work, each written so a later review can
say whether it held
owner: account-planner after: order-the-work
automation: <level>
name-risks - runs assessment: the competitor in place, the
budget that may not exist, the incumbent contract,
and what would kill the plan outright
owner: account-planner after: order-the-work
by: <days> automation: <level>
name-the-moves - human: what the account team will actually do, who
owns each move, and the date it is due
owner: <your account owner role>
after: name-assumptions + name-risks
automation: <level>
ask-for-support - human: the people, the money and the product time
the plan needs from outside the account team, each
ask naming who has to agree to it
owner: account-planner after: name-the-moves
by: <days> automation: <level>
choose-plan - convenes decide-and-announce: the account team and
<your sales leadership role> settle on the version
they will run, and the reasons are recorded
owner: decision-coordinator
after: ask-for-support
by: <days> automation: <level>
sign-plan - convenes approval: the account owner and the sales
leader sign, as named signers, against a version
owner: <your sales leadership role>
after: choose-plan
by: <days> automation: never
issue-plan - runs decide-and-announce: the plan is issued at a
version, and everyone who has to act on it is told
what they were given and when it applies from
owner: account-planner after: sign-plan
automation: <level>
set-review - human: the date the plan comes back up, and the
events that pull it back sooner
owner: account-planner after: issue-plan
automation: <level>
run-scoped:
support - runs allocate-and-reconcile owner: account-planner
from: ask-for-support until: run close
status - runs roll-call owner: account-planner
every: <cadence>
from: list-offers until: sign-plan
handoffs:
open-plan -> read-inputs [plan-scope]: the account, the period, and
the versions of the read and the map the plan is to be built on
read-inputs -> set-the-aim [what-is-known]: what is known, and the
unknowns and coverage gaps as the read and the map left them
set-the-aim -> list-offers [the-aim]: the outcome the plan is for,
and the date it is wanted by
list-offers -> size-offers [candidate-offers]: every candidate
opportunity, none ruled out yet
list-offers -> test-offers [candidate-offers-for-testing]: the same
list, so sizing and testing see the same candidates
size-offers -> name-buyers [offer-sizing]: the money, the timing and
the confidence band behind each number
test-offers -> name-buyers [offer-evidence]: the evidence for and
against each one, each line citing the read
name-buyers -> order-the-work [buyers-and-paths]: the buyer, the
decision and the path in for each opportunity, and every one with
no buyer marked
order-the-work -> name-assumptions [the-order]: the order, and what
each step depends on the one before it delivering
order-the-work -> name-risks [the-order-for-risks]: the same order,
so risks are named against a sequence rather than in general
name-assumptions -> name-the-moves [the-assumptions]: the
assumptions, each written as a statement a review can test
name-risks -> name-the-moves [the-risks]: the risks, each with what
would happen and what the plan does about it
name-the-moves -> ask-for-support [the-moves]: the moves, their
owners and their dates, and which of them cannot be done by the
account team alone
ask-for-support -> choose-plan [support-asks]: the asks, each naming
who has to agree, and which have been agreed already
choose-plan -> sign-plan [chosen-version]: the chosen version, the
reasons behind it, and anyone who disagreed with what was chosen
sign-plan -> issue-plan [signed-plan]: the signed version, naming
both signers and the date they signed
issue-plan -> set-review [issued-plan]: the issued version, so the
review date and the tripwires attach to a version and not to a
document
deviations:
read-inputs -> open-plan [read-too-old]: the read is too old to plan
from, so the plan waits on a refreshed read rather than quoting one
nobody rechecked
test-offers -> list-offers [no-evidence-behind-it]: nothing in the
read supports an opportunity, so it goes back to the list marked
unsupported rather than being dropped quietly
name-buyers -> list-offers [no-buyer-known]: the map has nobody
behind the decision, so the opportunity goes back to the list with
the gap named
name-risks -> order-the-work [risk-breaks-the-order]: a risk breaks
the order, so the order is set again while the sizing and the
testing stand
ask-for-support -> name-the-moves [support-refused]: the ask for
people or money is refused, so the moves that depended on it are
written again to what the account team can do alone
choose-plan -> order-the-work [plan-sent-back]: the plan is sent back
at the decision, so the order is set again and the version that was
sent back stays in the record
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, the account owner and the sales leader who sign, and
whoever must agree to each ask for people or money>
systems: the CRM (write), the account read record (read),
the account map record (read), <your pricing system> (read),
<your product roadmap> (read), the plan record (write),
the notification channel (write)
data: <your offer catalogue> <version>, <your confidence bands>
<version>, <your account plan template> <version>,
the account read and the people map at their versions
policy:
the plan commits the account team only, and nobody outside it is
committed by being named in it
no money from this plan appears in a forecast until a deal is open in
the CRM under <your opportunity rules>
every opportunity in the plan names a buyer from the map, or is
marked as having none
an opportunity the read does not support is written down as
unsupported rather than dropped quietly
the assumptions are written before the plan is signed, and are never
added afterwards to explain a result
signing is a human gate and is never delegated to an agent
a plan changed after signing goes back through choose-plan and
sign-plan, and the version it replaces stays where it is
measures:
cycle time: <target> from the issued read to the signed plan
coverage: <target> share of accounts in <your target list> with a
plan signed inside <period>
volume: <plans written per period>
quality gate: <sample size> of plans checked each <period> for
assumptions written as testable statements
```
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
362 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: write an account plan id: <team>/write-an-account-plan v1
from: ref/sls/write-an-account-plan v1
owner: <who> effective: <date>
trigger: an account read and a people map are issued for an account
that <your account selection> says is worth a plan
watch: record=<account read> system=<your account read record>
change=<a read is issued for an account the selection
says is worth a plan>
and watch: record=<people map>
system=<your account map record>
change=<a map is issued for the same account>
concurrency: runs may overlap - <how many> plans written at once, and
one account has one plan in force at a time
goal: one signed plan naming what to sell at this account, to whom, in
what order, what has to be true for that order to work, and what
the account team will do next, with a date it comes back up
phases:
open-plan - human: the account, the period the plan covers,
and who the plan is written for
owner: account-planner after: trigger
automation: <level>
read-inputs - runs collect-and-report: the account read and the
people map at their versions, with the unknowns
and the coverage gaps carried across as they stand
owner: account-monitor after: open-plan
by: <days> automation: <level>
set-the-aim - convenes decide-and-announce: what this plan is
trying to achieve at this account by <when>, said
as an outcome and not as a number
owner: account-planner after: read-inputs
automation: <level>
list-offers - human: every offer that fits something the read
says the account needs, before any is ruled out
owner: account-planner after: set-the-aim
automation: <level>
size-offers - runs assessment: the money each opportunity would
be worth, when it could land, and how sure that
number is, said in <your confidence bands>
owner: analytics after: list-offers
by: <days> automation: <level>
test-offers - runs assessment: each opportunity set against the
read, with the evidence for it and against it
owner: account-planner after: list-offers
by: <days> automation: <level>
name-buyers - human: for each opportunity, the decision it sits
under, the buyer from the map, and the path in
owner: relationship-mapper
after: size-offers + test-offers
automation: <level>
order-the-work - convenes decide-and-announce: what the team goes
after first, what that unlocks, and what waits
owner: account-planner after: name-buyers
automation: <level>
name-assumptions - human: the things that have to be true for the
order to work, each written so a later review can
say whether it held
owner: account-planner after: order-the-work
automation: <level>
name-risks - runs assessment: the competitor in place, the
budget that may not exist, the incumbent contract,
and what would kill the plan outright
owner: account-planner after: order-the-work
by: <days> automation: <level>
name-the-moves - human: what the account team will actually do, who
owns each move, and the date it is due
owner: <your account owner role>
after: name-assumptions + name-risks
automation: <level>
ask-for-support - human: the people, the money and the product time
the plan needs from outside the account team, each
ask naming who has to agree to it
owner: account-planner after: name-the-moves
by: <days> automation: <level>
choose-plan - convenes decide-and-announce: the account team and
<your sales leadership role> settle on the version
they will run, and the reasons are recorded
owner: decision-coordinator
after: ask-for-support
by: <days> automation: <level>
sign-plan - convenes approval: the account owner and the sales
leader sign, as named signers, against a version
owner: <your sales leadership role>
after: choose-plan
by: <days> automation: never
issue-plan - runs decide-and-announce: the plan is issued at a
version, and everyone who has to act on it is told
what they were given and when it applies from
owner: account-planner after: sign-plan
automation: <level>
set-review - human: the date the plan comes back up, and the
events that pull it back sooner
owner: account-planner after: issue-plan
automation: <level>
run-scoped:
support - runs allocate-and-reconcile owner: account-planner
from: ask-for-support until: run close
status - runs roll-call owner: account-planner
every: <cadence>
from: list-offers until: sign-plan
handoffs:
open-plan -> read-inputs [plan-scope]: the account, the period, and
the versions of the read and the map the plan is to be built on
read-inputs -> set-the-aim [what-is-known]: what is known, and the
unknowns and coverage gaps as the read and the map left them
set-the-aim -> list-offers [the-aim]: the outcome the plan is for,
and the date it is wanted by
list-offers -> size-offers [candidate-offers]: every candidate
opportunity, none ruled out yet
list-offers -> test-offers [candidate-offers-for-testing]: the same
list, so sizing and testing see the same candidates
size-offers -> name-buyers [offer-sizing]: the money, the timing and
the confidence band behind each number
test-offers -> name-buyers [offer-evidence]: the evidence for and
against each one, each line citing the read
name-buyers -> order-the-work [buyers-and-paths]: the buyer, the
decision and the path in for each opportunity, and every one with
no buyer marked
order-the-work -> name-assumptions [the-order]: the order, and what
each step depends on the one before it delivering
order-the-work -> name-risks [the-order-for-risks]: the same order,
so risks are named against a sequence rather than in general
name-assumptions -> name-the-moves [the-assumptions]: the
assumptions, each written as a statement a review can test
name-risks -> name-the-moves [the-risks]: the risks, each with what
would happen and what the plan does about it
name-the-moves -> ask-for-support [the-moves]: the moves, their
owners and their dates, and which of them cannot be done by the
account team alone
ask-for-support -> choose-plan [support-asks]: the asks, each naming
who has to agree, and which have been agreed already
choose-plan -> sign-plan [chosen-version]: the chosen version, the
reasons behind it, and anyone who disagreed with what was chosen
sign-plan -> issue-plan [signed-plan]: the signed version, naming
both signers and the date they signed
issue-plan -> set-review [issued-plan]: the issued version, so the
review date and the tripwires attach to a version and not to a
document
deviations:
read-inputs -> open-plan [read-too-old]: the read is too old to plan
from, so the plan waits on a refreshed read rather than quoting one
nobody rechecked
test-offers -> list-offers [no-evidence-behind-it]: nothing in the
read supports an opportunity, so it goes back to the list marked
unsupported rather than being dropped quietly
name-buyers -> list-offers [no-buyer-known]: the map has nobody
behind the decision, so the opportunity goes back to the list with
the gap named
name-risks -> order-the-work [risk-breaks-the-order]: a risk breaks
the order, so the order is set again while the sizing and the
testing stand
ask-for-support -> name-the-moves [support-refused]: the ask for
people or money is refused, so the moves that depended on it are
written again to what the account team can do alone
choose-plan -> order-the-work [plan-sent-back]: the plan is sent back
at the decision, so the order is set again and the version that was
sent back stays in the record
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, the account owner and the sales leader who sign, and
whoever must agree to each ask for people or money>
systems: the CRM (write), the account read record (read),
the account map record (read), <your pricing system> (read),
<your product roadmap> (read), the plan record (write),
the notification channel (write)
data: <your offer catalogue> <version>, <your confidence bands>
<version>, <your account plan template> <version>,
the account read and the people map at their versions
policy:
the plan commits the account team only, and nobody outside it is
committed by being named in it
no money from this plan appears in a forecast until a deal is open in
the CRM under <your opportunity rules>
every opportunity in the plan names a buyer from the map, or is
marked as having none
an opportunity the read does not support is written down as
unsupported rather than dropped quietly
the assumptions are written before the plan is signed, and are never
added afterwards to explain a result
signing is a human gate and is never delegated to an agent
a plan changed after signing goes back through choose-plan and
sign-plan, and the version it replaces stays where it is
measures:
cycle time: <target> from the issued read to the signed plan
coverage: <target> share of accounts in <your target list> with a
plan signed inside <period>
volume: <plans written per period>
quality gate: <sample size> of plans checked each <period> for
assumptions written as testable statements
```
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
54 blanks to fill. Everything else is the process.
this process
from: ref/sls/write-an-account-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.