Workflow Migration

Workflow Migration

Turn a request — a sentence from the user, or an automation that already runs in another tool — into an Amplemarket workflow draft, then report honestly on what the user loses by moving it.

Both entry paths converge on the same call: everything ends as one natural-language prompt handed to create_workflow, which runs the Amplemarket AI Workflows agent and leaves a draft in the dashboard for a human to review and activate.

Division of labour

Read this before anything else. It's the thing this skill most easily gets wrong.

create_workflow owns the Amplemarket side. The planner behind it has the live catalogue for this account — which triggers exist, which actions exist, which searcher and CRM fields are available, which sequences, lead lists, tags, and call dispositions are configured, and what the account's rollout state gates. It knows all of that better than any table written here, because a table here is a snapshot and the catalogue is the thing itself.

So do not pre-map the source onto Amplemarket trigger, action, or field names. Don't decide in advance that something "has no equivalent." Describe what the source automation does, in plain English, faithfully, and let the planner answer whether it's expressible. When it isn't, failure_reason and affected_steps say so in the planner's own words — which is authoritative in a way a hand-maintained mapping table never is.

This was learned the hard way: an earlier version of this skill asserted that call disposition had no Amplemarket equivalent and warned that migrated call rules would over-enroll. It was wrong — event_call_logged takes phone_call_trigger_ids, and had for a long time. The mapping table didn't just fail to help, it talked the agent out of a correct migration.

This skill owns the source side, which the planner cannot see at all:

• Where the automations live and how to read them
• What a provider-native concept actually means, so it can be described in English
• Which automations shouldn't be migrated in the first place (CRM-sync housekeeping, record-creation plumbing)
• The loss report — what stops working in the source tool once the automation is switched off. The planner never sees the Salesloft rule, so it can never tell the user that a field it no longer writes was feeding their reporting.

That last one is the real deliverable. A migration that produces a working draft and no loss report is half-done.

CRM fields are the one thing to resolve first

A field name the account's catalogue doesn't have costs you the field, not the draft: the planner keeps the step, leaves the field unset, and hands the selection back as an editor task. That's the floor, not the target — every unmatched field is one more thing the user has to finish before the workflow can run. Source-native names rarely survive: Salesloft's Person Stage isn't a Salesforce field, and the account using it wrote Lead_Status__c and Reason_for_Not_Accepting__c instead.

So harvest before writing. get_workflow on several existing workflows gives you exact field_name, field_type, and picklist values from their update_crm_fields steps and crm filters — the account's own vocabulary. Harvest only from workflows that aren't archived, for the reason below: a retired workflow's field names may have been retired from the CRM with it. Match on what a field means, not how it's spelled: names run a word or two off the source's, and one source field often lands on two, a status plus a separate reason.

When the source tool is itself the CRM, the harvest gets easier but doesn't go away. A HubSpot property is a CRM field, unlike Salesloft's Person Stage, so the source's internal name (hs_lead_status, not the Lead status label) is a real candidate rather than a vendor label — but only a candidate, since plenty of accounts run Salesforce with HubSpot as a marketing front end. Harvest first, then use the source name if the account's own workflows corroborate it.

This isn't pre-mapping. Triggers and actions stay in English for the planner to pick; CRM field names are account data, and quoting one you read out of that account's own workflows is evidence.

When the harvest doesn't settle it, under-specify. Name the concept and leave the specifics out — "set the contact's lead status CRM field to the rejected value". That returns needs_configuration: a draft with the trigger, filters, and step order built, and the field selection waiting in affected_steps as an editor task. Describing the concept and asserting a name that doesn't exist land in the same place, so describe it and let the report say so plainly rather than shipping a name you invented.

Prerequisites

Check these before doing anything else, and say which one is missing rather than working around it silently.

Read-tier browser access is enough — you need to read pages, not click or type.

Instructions

Tools

Tool names below are the bare MCP names. Depending on how the server is connected they may be exposed prefixed, e.g. mcp__claude_ai_Amplemarket__create_workflow.

All four are beta tools — a client that hasn't opted into beta tools won't see them at all. list_sequences and list_lead_lists are useful alongside them for resolving sequence and list names the workflow will reference.

Concurrency

A set migration is mostly independent work, and the plain reading of the steps below — one automation all the way through, then the next — spends most of its wall clock waiting. The steps say where to batch; this is the policy behind them.

Independent reads go out together. list_workflows across several distinctive words, get_workflow across the workflows you're harvesting, list_sequences and list_lead_lists alongside them — none of these depend on each other, so they belong in one message rather than one per turn.

Creation stays with the orchestrator, always. The daily generation limit is a single shared budget, and a subagent can't see how much of it the others have spent. So create_workflow and get_workflow_creation are never delegated — whatever else fans out, the calls that spend the budget are made in one place that can count them.

Where subagents earn their place, when a subagent tool is available and the work is bulky reading whose result you want as a summary rather than in context: vendor documentation for a provider with no reference file, one agent per page; capture from bulk pasted material — a long export, a folder of screenshots — one agent per automation, each returning the capture in the shape step 4 asks for; and reading a large existing workflow set, when the user asked what their workflows do rather than for a new one. Give every capture agent the harvested CRM vocabulary up front, or each invents its own phrasing for the same field and the prompts end up disagreeing with each other.

What stays serial. Anything driving a shared browser: two agents reading provider pages through one browser fight over the same tab — one navigates while the other screenshots, and the capture silently belongs to the wrong automation. Read provider pages one at a time, from one place. That's the usual case for a migration, and it's why capture is the one stage that generally doesn't parallelize. The other is the user's approval — everything fans out after step 7's go-ahead, never before.

Reading what already exists

Reading existing workflows with list_workflows / get_workflow is the one reliable way to see what this account actually supports. Two event_call_logged drafts with phone_call_trigger_ids populated is real evidence about dispositions; a table in a reference file is not. Prefer the evidence.

Ignore archived workflows everywhere in this skill. An archived workflow is retained for history and can't run, so it's evidence about what the account used to do, not what it does — the sequences, lists, dispositions, and CRM fields in it may be long gone. list_workflows takes a single status, so it can't filter a status out: leave status unset and drop every row whose status is archived before you use the list for anything — the duplicate check, the CRM harvest, or a summary shown to the user. Only bring one up if the user asks about it by name, and say it's archived when you do.

Steps

1. Pick the path. If the user is describing what they want in their own words, go to step 5 — steps 2-4 are migration-only. If they're pointing at an automation that already exists somewhere else, read the matching file in references/ first — outreach.md, salesloft.md, apollo.md, hubspot.md. For a provider with no reference file, follow references/README.md.

2. Confirm access to the source (migration only), in this order. Stop at the first one that works and tell the user which one you're on:

   1. Browser available? If no browser tool is connected, skip to (4).
   2. Logged in? Read the provider's automations list — the reference file gives the URL where it's known. A login, SSO, or workspace-picker page means you're not logged in: ask the user to log in in their browser and tell you when to retry. Don't try to authenticate, and don't ask for credentials.
   3. Found the right automations? If the list loads but you can't tell which entries the user means — the names are ambiguous, there are dozens, or the provider's automation area isn't where the reference says — ask the user for the URLs of the specific automations to migrate. Don't guess, and don't migrate the whole list because it was easier than asking.
   4. Fall back to what the user can give you. Screenshots or pasted text work fine; the reference names exactly which parts you need. Say that you're working from a paste, since anything not in it is invisible to you.

3. Agree what to migrate (migration only). Never start capturing until the set is explicit and every automation in it is pinned to a URL. Two cases:

   • "Migrate everything." Enumerate the provider's automations list first and present the scope table below. Get a yes on the set before touching any of them, and flag anything the reference file says is provider-side housekeeping — a CRM-sync rule, a record-creation play — so the user can drop it now.
   • Specific automations. Resolve each one the user named to exactly one URL. If a name matches several entries, matches none, or the list isn't reachable, ask the user for the URL — a name alone is not a match.

   One source automation isn't always one row. Where the source is a branching canvas rather than a flat rule — HubSpot workflows and journeys, most obviously — enumerate the root-to-end paths at scope time and give each one a row sharing the source URL, so the user sees upfront that one workflow they maintain is becoming several and the count against the daily generation limit is honest.

   Splitting works when the branch is decided on the record as it enrolls — a property, a segment, a firmographic — because that condition folds into the path's audience filters and gets asked the same question at the same moment. It does not work for a branch on state the automation itself produces mid-run (a field set by an earlier step, a wait-for-event that resolves per record) or for a random percentage split: those aren't conditions on the contact at all, and folding them into filters moves the decision to enrollment time and sends contacts down the wrong path. Don't split those — describe the whole thing and let the planner rule, then report whatever it can't hold. The provider's reference file says which shapes it has.

   Migration scope — [provider]

   #	Automation	URL	Decision
   1	[name as the provider shows it]	[direct URL]	Migrate
   2	[name]	[URL]	Skip — [reason]

   Run steps 4-10 across the whole table rather than one automation at a time — see Concurrency for what batches and what doesn't. One source automation is one create_workflow call, so if the set is bigger than what's left of the daily limit today, agree where to stop now: the batch fires before any of it reports back, so there's no mid-run moment to catch it.

4. Capture the source (migration only). Each reference names the parts to extract. Take values verbatim, including condition values and action scopes, because the prompt is going to quote them. If the source exposes a credential — an API key, a bearer token, a signed URL — record only that authentication is present. Never transcribe the value.

   Capture what the automation does, not what you think Amplemarket will call it. "Sets Person Stage to Rejected - Bad Account Fit, which syncs onward to Lead_Status__c in Salesforce" is a capture. "update_crm_fields" is a guess.

5. Check what already exists. Call list_workflows with a name filter on a distinctive word from the request, and discard the archived rows before you read any of them — an archived match isn't a duplicate, and offering to edit one sends the user somewhere dead. If something close is still live, call get_workflow on it and ask the user whether they want a new workflow or an edit to that one — this skill can only create, so an edit is a dashboard task. An existing workflow is also the best evidence of how this account phrases things, and of which trigger settings it actually has configured.

   If every match is archived, treat it as nothing existing and carry on, mentioning in one line that a retired workflow covered similar ground — that's context the user may want, but it isn't a reason to stop.

   If the source automation writes a field, harvest CRM names here — call get_workflow on several existing non-archived workflows, not just the closest match, and read every update_crm_fields step and crm filter for field_name, field_type, and the picklist values in use. Send those get_workflow calls in one message, and when migrating a set do this once for the whole scope table rather than per automation — it's the same account either way, and one harvest is what keeps every prompt in the set spelling the field the same way. This is the step that decides whether the generation succeeds; see CRM fields are the one thing to resolve first.

6. Write the prompt. One short paragraph of plain English, phrased as a user would phrase it, naming concrete resources (sequence names, list names, dispositions, CRM fields) exactly as the source names them:

   When <trigger event, in words> for a <contact | everyone at the account>, <action(s), in words>. Only apply this to <contacts/accounts matching the conditions>. <Enroll each contact once | re-trigger every time>.

   Rules:

   • One source automation → one prompt → one workflow. Migrate them individually.
   • Describe, don't map. Write "when a call is logged with the disposition 'Connected - Bad Account Fit'", not "event_call_logged with phone_call_trigger_ids". The planner resolves names against the live catalogue; an enum you half-remember will be wrong more often than the English will.
   • State conditions as audience filters ("whose title contains VP", "whose company is in Technology"), not as raw field=value rows.
   • Chain multiple actions in execution order.
   • Quote provider-native labels verbatim and let the planner match them. If the account has that disposition, tag, or field, it will find it; if it doesn't, it defers the choice to the editor. Both outcomes beat you deciding.
   • Never pass a source-native CRM field name through. Use a name harvested from this account's own workflows, or describe the field by meaning and leave the selection to the editor. "Person Stage" in a prompt buys nothing the description wouldn't, and reads to the user as a field this account has.
   • Leave genuinely open choices (exact mailbox, unnamed sequence, an unresolved CRM field or picklist value) unstated — the planner defers those rather than guessing, and a deferred choice costs a line in Before activating, not a generation.
   • Keep out anything the source automation didn't ask for. Extra actions "while we're here" are new scope, not a migration.
   • Never include credential values, and never invent URLs, HTTP methods, JSON paths, field types, or captured-field names the source didn't provide.

7. Present the plan and get a go-ahead. Always this format, whether the source is a sentence or another tool — creation counts against a daily per-user limit and leaves a draft someone has to clean up, so nothing gets created unseen:

   Workflow plan — [name] · source: [URL from the scope table]

   Part	Source, verbatim	How the prompt asks for it
   Trigger	[source event]	[the phrase used in the prompt]
   Scope	[source target]	one contact / everyone at the account
   Re-firing	[source frequency]	once per contact / every time
   Conditions	[source rows]	[the audience phrasing]
   Actions	[source actions, in order]	[the phrasing, in order]

   The right-hand column is the English going into the prompt, not an enum mapping. Don't put trigger or action identifiers in it — what the planner picks is its call, and step 10 reports what it actually built.

   Prompt

   [the paragraph from step 6, verbatim — this is what gets sent]

   What you lose by moving this — see the section below. Never leave it out; an empty list is itself a finding, and it's the part of the plan the planner can't produce for you.

   Then ask whether to create it. For a fresh build with no source, drop the source URL and the Source column, and skip the loss report — there's nothing being left behind. When migrating a set, one plan block per automation — never a merged plan covering several, since each one becomes its own workflow — but present the blocks together in one message and ask for a single go-ahead covering the batch. The user still reads and approves each plan; what they no longer do is wait for one generation to finish before seeing the next plan. If they approve some and not others, create exactly the approved ones.

8. Create. Call create_workflow with each approved prompt. Every call returns {id, status: "planning", message}. Keep those ids — each is a creation-request ID, not a workflow ID, and it's what step 9 polls.

   With a batch, send every approved prompt in one message rather than one per turn, and pair each returned id back to the automation it came from before doing anything else — the responses carry no name or source URL, and an unlabelled id is a report you can't write. If one call comes back with the daily-limit error, the rest of the batch may well have landed: say which ones did, and hold the others until the limit resets instead of retrying them now.

9. Poll. Wait at least 15 seconds, then call get_workflow_creation on every outstanding id in a single message. Drop every id that came back terminal, and while any is still planning or generating, wait another 15 seconds and poll whatever is left. Repeat until nothing is outstanding. Say what you're waiting on and how many are still going rather than going silent — a batch takes as long as its slowest member, not the sum of all of them.

10. Report the result. Read status first, then outcome. On completed, call get_workflow with workflow_id so the summary describes the draft that exists rather than the one you asked for. Batch those reads too, and give each workflow its own table. Report in this format:

    Workflow created — [name] (or Workflow creation failed)

    Detail	Value
    Status	completed
    Outcome	doable / needs_configuration / impossible
    Workflow	[name] ([workflow_id])
    Link	[workflow_url]
    Source	[provider automation URL, migrations only]
    Trigger	[trigger types from get_workflow]
    Filters	[enrollment filters, in words]
    Steps	[numbered, in execution order, each as "action — what it does"]
    State	Draft — nobody is enrolled and nothing runs until it's activated in Amplemarket

    This table reports what get_workflow returned. Here the enum names are fine — they're observed facts about a draft that exists, not predictions.

    Compare it against the plan and say so if the planner made a different call than the prompt implied. That divergence is information: it's usually the catalogue correcting an assumption, and it's how this skill's provider references get better.

    Before activating — always present, numbered, one item per task. It holds every affected_steps entry rewritten as the concrete editor task it implies (configure authentication, send a test request, select a call disposition, map a CRM field), plus every item from the loss report so the plan and the result say the same thing. If there's genuinely nothing, the one item is Review the draft against your intent, then activate it.

    On failed, keep the same table with Status, Outcome, and a Reason row holding failure_reason verbatim — it carries the planner's own account of what couldn't be built, which is the authoritative answer on what Amplemarket can't express — and follow it with what to change and whether it's worth another attempt. On canceled, report it and offer to retry. Never describe a draft as live, and never round needs_configuration up to done.

    When a set was migrated, close with one Migration summary table repeating the scope table's rows plus an Outcome and a link per row, so the user has a single place that says what came across and what didn't.

Writing the loss report

This is the deliverable the planner cannot produce. It is not a list of things Amplemarket lacks — that's the planner's job, and it answers it in failure_reason and affected_steps. It's a list of what stops happening in the source tool when this automation is switched off.

One line each, as [source part] — [what breaks] — [what to do about it]:

• A field that stops being written. The strongest example. A Salesloft rule setting Person Stage may be feeding dashboards, cadence entry rules, and filters that have nothing to do with the migrated workflow. Even when the equivalent write migrates perfectly, the source field goes stale. Name what reads it.
• A sync chain that gets shorter. When the source writes field A which syncs to field B, and the workflow writes B directly, anything keyed on A is now orphaned. The migration looks lossless and isn't.
• Volume changes in either direction. A condition the prompt couldn't express means more contacts enrolled; a trigger that only covers half the source's cases means fewer. Both matter, and "more" is usually the one that surprises people.
• Timing changes. A signal-driven play that becomes a refreshed-list workflow fires on a different clock, and somebody now owns that refresh.
• Anything the source did that isn't outreach. Creating CRM records, setting owners, posting notifications. If it mattered, it needs another home before the source automation is turned off.

If the source automation genuinely leaves nothing behind, the line is Nothing — the source automation's full effect is reproduced. Say it explicitly.

Facts about Amplemarket workflows worth knowing

Deliberately short. These are behaviours the planner won't volunteer and that don't drift the way the catalogue does. Everything catalogue-shaped — which triggers, actions, filters, and fields exist — is intentionally not listed here.

• Nothing here activates a workflow. Generated workflows are always drafts, and activation is a manual dashboard step by design. Don't imply otherwise.
• Creation is gated three ways. The user must be an account admin, must have the ai_assisted_workflows rollout, and must be under the daily generation limit. Each failure returns a specific error — surface it as-is instead of retrying.
• Workflows enroll contacts. Scope is one contact or everyone at an account. Automations shaped around deals, opportunities, or tickets don't have a target to enroll, which is a structural mismatch rather than a missing feature.
• Webhook and HTTP steps generate partially. Keep the supported step in the prompt with every grounded public value (URL, method, payload shape, failure behaviour); authentication, headers, the test request, and captured-field selection are editor-owned. Expect needs_configuration, not a failure. Never request captured-field mappings — those only exist after a real test in the editor.
• A webhook trigger must be the workflow's only trigger.
• CRM capabilities are account-gated. CRM triggers, CRM filters, and CRM field writes need a configured HubSpot or Salesforce integration. Without one the planner drops them into affected_steps — which is how you find out, rather than by checking first.
• get_workflow redacts on purpose. Request headers and captured test response bodies are stripped; you get header names only. Don't try to route around that.

If you need the current catalogue for some other reason — writing tooling, auditing drift — it lives in src/services/workflows/definitions/ (enums/, catalogue/) and src/services/workflows/workflow_planner/, and the workflow-context-audit skill covers reading it. You do not need it to write a prompt.

Examples

Example 1: Fresh build from a sentence

User prompt: "When someone replies to an email, take them out of all their sequences and add them to my 'Warm replies' list."

What the skill does:

1. Calls list_workflows with name: "repl" — one hit, and it's archived, so it's discarded: nothing live is similar.

2. Calls list_lead_lists to confirm "Warm replies" is the exact list name. This is the one kind of pre-checking that pays: the planner can't invent a list that doesn't exist.

3. Presents the plan in the step 7 format — no Source column and no loss report, since nothing is being left behind — with this prompt:

   When a contact replies to an email, mark all of their active sequences as finished and add them to the "Warm replies" lead list. Enroll each contact once.

4. Calls create_workflow, waits 15 seconds, polls get_workflow_creation until status: "completed", outcome: "doable".

5. Calls get_workflow on workflow_id and reports in the step 10 format: the trigger and steps the planner actually chose, workflow_url, and the draft state.

Example 2: Salesloft rule where the loss report is the whole point

User prompt: "Migrate our 'Call Automation - Bad Account Fit' rule." (screenshot)

Source, captured verbatim: trigger When a call is logged for a person; criterion Disposition equal "Connected - Bad Account Fit"; action Set Person Fields → Person Stage = "Rejected - Bad Account Fit". The user says nothing about whether Person Stage syncs anywhere, and won't be asked — the account's workflows answer it.

What the skill does: reads salesloft.md, notes it's working from a screenshot, and harvests. list_workflows returns five event_call_logged workflows; one is archived and is dropped without being read, and get_workflow on the remaining four yields the account's CRM vocabulary:

The one Salesloft field becomes two, and the field that reads most like "Person Stage" is only ever read here — writing it would contend with whatever Salesforce automation owns it, which is a question for the user, not a decision for the skill.

Prompt:

When a call is logged for a contact with the disposition "Connected - Bad Account Fit", update that contact's CRM record to set Lead_Status__c to "BDR/Sales Rejected" and Reason_for_Not_Accepting__c to "Bad Account Fit". Enroll each contact once.

What you lose by moving this

• Salesloft Person Stage — the workflow writes Lead_Status__c directly, so the Salesloft stage field itself stops being set — anything in Salesloft reading Person Stage (reporting, cadence entry rules, filters) goes stale once the rule is off. Check what reads it before switching over.
• One field becomes two — the Salesloft stage encoded rejection and reason in a single label; the target splits them across Lead_Status__c and Reason_for_Not_Accepting__c — any report expecting the combined string needs rewriting.
• Re-firing volume — Salesloft re-fired on every matching call, the account's own convention is reenroll: never — a contact who gets a second bad-fit call is no longer re-stamped. Confirm which behaviour is wanted.

Note what the loss report is not: it says nothing about which Amplemarket action gets used, and nothing about Lead_Lifecycle_Stage__c. Whether a workflow may write that field is an ownership question for the user's RevOps, so it belongs in the plan as an open question — not in the loss report, and not silently resolved by the skill.

Example 3: A play whose trigger is the wrong shape

User prompt: "Port our Apollo play that catches champion job changes — it enriches them, adds them to a list and a sequence, and pings #sales-wins."

What the skill does:

1. Works from the pasted play rather than the browser, and says so — anything not in the paste is invisible to it, including filters the user didn't quote.

2. Reads apollo.md, which explains what an Apollo signal trigger is: it fires inside Apollo's own detection window, off Apollo's data. That's a statement about Apollo, and it's what makes the trigger hard to move — the detection is the product, not the automation.

3. Writes the prompt describing the whole play, signal trigger included, rather than pre-emptively amputating it. The planner comes back impossible on the trigger, with failure_reason naming it — the authoritative answer, and cheaper than a mapping table that might have been wrong in either direction.

4. Proposes the rebuild the reference suggests — a saved search on recent company changes feeding a lead list the workflow watches — and re-runs step 7 with a list-membership trigger and this loss report:

   • Apollo's job-change detection — Apollo fires inside its own detection window; a refreshed search fires when someone refreshes it — decide the cadence and who owns it, because "real-time" quietly becomes "weekly".
   • Slack post to #sales-wins — nothing in the migrated workflow notifies the team — the alert everyone actually watches disappears on day one; rebuild it or tell the channel.

Troubleshooting