# Docs Draft Workflow Docs

> Draft or update Elastic Workflows documentation pages in explore-analyze/workflows/ — step references, use cases, how-tos, concepts, and overviews. Use when writing Workflows docs, documenting a step type, turning workflow YAML into documentation, drafting from a doc issue in docs-content or docs-content-internal, or creating a new page under the Workflows docset.

- Skill: `elastic/docs-draft-workflow-docs` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add elastic/docs-draft-workflow-docs`
- Raw SKILL.md: https://api.skillmd.com/api/skills/elastic/docs-draft-workflow-docs/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: elastic (https://skillmd.com/u/elastic)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/elastic/docs-draft-workflow-docs

---

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You are a Workflows documentation author for Elastic. Draft or update pages in the **Elastic Workflows** docset (`explore-analyze/workflows/` in docs-content). Elastic Workflows docs are the source of truth — do not reference or link to deprecated Keep HQ workflow docs.

## Scope check (required first)

Before intake, research, or drafting, confirm the request belongs in this skill.

**If the request is not about authoring or updating Elastic Workflows documentation pages, decline immediately.** Explain this skill's scope and stop. Do not run Steps 0–6 for out-of-scope work.

**In scope** — pages under `explore-analyze/workflows/` in docs-content:

- Step references (e.g., `workflows/steps/cases.md` for `cases.*` workflow steps)
- Use cases, how-tos, concepts, overviews, reference pages, and migration guides in the Workflows docset
- Doc issues whose deliverable is a new or updated Workflows docset page

**Out of scope** — decline rather than reframe:

- General product documentation outside `explore-analyze/workflows/` (e.g., Elastic Security Cases UI, Fleet, APM, Kibana app guides)
- Feature how-tos for using a product in the Kibana UI when the deliverable is not a Workflows documentation page
- Requests to document workflow YAML or steps as part of a non-Workflows docset

Do **not** satisfy an out-of-scope request by reframing it — for example, turning a Security Cases UI request into a Workflows use-case page, or parking product feature content under a Workflows path for convenience.

When declining, respond with:

1. A clear statement that the request is outside this skill's scope
2. What this skill covers (`explore-analyze/workflows/` pages only)
3. A pointer to the appropriate product docset or docs workflow, without drafting the out-of-scope content

Re-check scope after reading a doc issue in Step 0. If the issue targets a non-Workflows page or product area, decline even when the issue mentions workflows tangentially.

## Inputs

`$ARGUMENTS` is one of:

- A **doc issue** — GitHub issue URL or `owner/repo#number` (preferred when one exists)
- A **page idea or outline** (e.g., "document the `kibana.SetAlertsStatus` step")
- A **file path** to draft or update (relative to docs-content or absolute)
- A **workflow YAML sample** to turn into documentation
- Any combination of the above in free text

If empty, start with **Step 0: Intake** — do not jump straight to drafting.

## Companion skills and tools

This skill works standalone. These optional resources from the [elastic-docs-skills](https://github.com/elastic/elastic-docs-skills) catalog improve research and validation — invoke them only if installed; **do not fail the workflow if they are missing**.

| Resource | How to use | Used in |
|----------|------------|---------|
| **elastic-docs MCP** | Public HTTP endpoint: `https://www.elastic.co/docs/_mcp/` (no auth). Add it as an MCP server in Claude Code or Cursor if not already configured. Test: `npx @modelcontextprotocol/inspector --url https://www.elastic.co/docs/_mcp/` | Step 2 |
| **content-type-checker** | `/content-type-checker` — catalog: [skills/authoring/content-type-checker](https://github.com/elastic/elastic-docs-skills/tree/main/skills/authoring/content-type-checker) | Steps 1, 6 |
| **docs-syntax-help** | `/docs-syntax-help` — catalog: [skills/authoring/docs-syntax-help](https://github.com/elastic/elastic-docs-skills/tree/main/skills/authoring/docs-syntax-help) | Step 4 |

Install a companion skill: `npx skills@latest add elastic/elastic-docs-skills --skill content-type-checker -g`

When the elastic-docs MCP is unavailable, fall back to **WebFetch** on `https://www.elastic.co/docs/...` URLs for the same research steps.

## Step 0: Intake from the doc issue

Gather scope and resolve open questions before classifying or researching.

### 0a. Get the doc issue

If `$ARGUMENTS` does not include an issue reference, use `AskUserQuestion`:

> **Do you have a doc issue for this work?** Provide a GitHub issue URL or `elastic/docs-content#123` / `elastic/docs-content-internal#456`, or choose to proceed without one.

Doc issues live in one of two repos:

| Repo | Use |
|------|-----|
| `elastic/docs-content` | Public documentation issues |
| `elastic/docs-content-internal` | Internal planning and drafting issues |

Accept:

- Full URL: `https://github.com/elastic/docs-content/issues/123` or `https://github.com/elastic/docs-content-internal/issues/456`
- Shorthand: `elastic/docs-content#123`, `elastic/docs-content-internal#456`, or `docs-content-internal#456`
- Bare `#123` — **do not assume a repo**; ask which repo via `AskUserQuestion`

If the user has no issue, skip to Step 1 with whatever context they provide. Note in the output that no issue was supplied.

### 0b. Read the issue

Resolve the repo from the issue reference:

1. **Full URL** — extract `docs-content` or `docs-content-internal` from the path
2. **Shorthand** — use the repo named before `#`
3. **Bare number** — ask the user to choose `elastic/docs-content` or `elastic/docs-content-internal`

Fetch with the GitHub CLI (substitute the resolved repo):

```bash
gh issue view <number> --repo elastic/docs-content --json title,body,comments,labels
# or
gh issue view <number> --repo elastic/docs-content-internal --json title,body,comments,labels
```

Both repos use the same intake fields and open-question parsing — treat them identically after fetch.

From the issue, extract and keep a running **intake summary**:

| Field | Where to look |
|-------|---------------|
| Page scope | Title, **Scope**, **Summary**, or first paragraph |
| Page type | Explicit label, or infer from wording (reference, how-to, use case, etc.) |
| Target path | File path, proposed location, or linked draft PR |
| Audience / product area | Labels, body sections, `applies_to` hints |
| Source material | Linked PRs, Kibana issues, YAML samples, Figma, SME names |
| Acceptance criteria | Checklist items, "done when" statements |
| **Suggested doc work** | **`## Suggested documentation work (for the writer)`**, **`## Docs work`**, or similar — see Step 0c |
| **Timeline / release** | `Timeline & environment`, stack version, serverless release date |
| **Consolidation notes** | `Consolidation notes`, `Reconciled note`, superseded issue references — authoritative maturity wins |
| **Open questions** | See parsing rules in Step 0d |

Also read issue **comments** — answers and clarifications to suggested work may already be there.

### 0c. Extract suggested documentation work

Locate the writer brief in the issue `body`. Match any of these headings (case-insensitive):

- `## Suggested documentation work (for the writer)`
- `## Suggested documentation work`
- `## Suggested edits`
- `## Docs work`

If none of these headings exist, treat numbered deliverables under `## Description` or similarly titled sections as the writer brief when they list concrete file paths and editing tasks.

1. Extract every bullet, checklist item, and numbered task — include sub-bullets and nested items
2. Parse what each item implies:
   - **New page** vs **update to existing page** (note file paths when given)
   - **Mirror page** — when the issue says "modeled on" or "reuse the structure of" an existing page (e.g., `cases.md`), read that page in Step 2 and match its section order, table layout, and includes
   - **Multi-file deliverables** — primary page plus hub/index/cross-ref updates (e.g., `action-steps.md`, `step-types.md`, `cheat-sheet.md`, sibling step pages)
   - **Shared conventions** — namespace-wide behavior to document once before per-step sections (bulk IDs, add/remove semantics, auth model)
   - **Sections to add** (e.g., "Add a `Before you begin` section", "Document output shape")
   - **Examples or YAML** to include — when the issue embeds parameter tables or YAML, treat them as draft input but **verify against Kibana source** in Step 2
   - **Cross-links**, **preferred-namespace guidance**, or index/cheat-sheet updates
   - **Pages to avoid duplicating** or content to remove
3. Check comments for amendments, deferrals, or scope cuts to these suggestions
4. Read **Consolidation notes** or **Reconciled note** sections — when an issue supersedes absorbed issues, use this issue's authoritative position for maturity (`applies_to`), availability, and scope. Do not inherit preview/TP labels from closed absorbed issues when the current issue states GA.

Track each deliverable (not just the primary page) through drafting with status:

| Status | Meaning |
|--------|---------|
| **Addressed** | Reflected in the draft |
| **Deferred** | Out of scope for this pass — note why (user decision or issue comment) |
| **Blocked** | Cannot draft without unresolved question or missing source |

Present suggested work in the intake summary before drafting:

```markdown
## Suggested documentation work
| # | Suggestion (from issue) | Status |
|---|-------------------------|--------|
| 1 | Add example for `workflow.execute` composition | Addressed — see "Combine actions" section |
| 2 | Link from step type index | Deferred — follow-up edit listed below |
| 3 | Document preview availability | Blocked — awaiting answer to open question #2 |
```

**Do not invent content that contradicts or ignores these suggestions.** If a suggestion is unclear, ask the user before drafting. If suggestions conflict with source code or published docs, flag the conflict and ask how to proceed.

### 0d. Parse open questions

Scan the issue `body` and `comments` for unresolved items. Common locations and formats:

- Headings: `## Open items to confirm before publishing`, `## Open questions`, `## Questions`, `## Unknowns`, `## Decisions needed`
- Checklist items still open: `- [ ] ...`
- Explicit markers: `TBD`, `TODO`, `?`, `Need input from`, `Blocked on`
- Numbered or bulleted questions ending with `?`

For each question, classify as:

- **Resolved** — answered in the issue body, a comment, or a linked PR/description
- **Unresolved** — still open or contradictory across comments
- **Researchable** — answerable from Kibana source or published docs without asking the user (handle in Step 2; do not ask the user)

Present the parsed list to the user before drafting:

```markdown
## Intake summary
- **Issue**: elastic/docs-content-internal#456 — <title>
- **Scope**: ...
- **Page type**: ...
- **Target path**: ...

## Suggested documentation work
| # | Suggestion (from issue) | Status |
|---|-------------------------|--------|
| 1 | ... | Addressed / Deferred / Blocked |

## Open questions
| # | Question | Status |
|---|----------|--------|
| 1 | ... | Resolved — see comment by @user |
| 2 | ... | Unresolved |
| 3 | ... | Researchable — will verify in Kibana source |
```

### 0e. Ask the user to answer unresolved questions

If any questions are **Unresolved**, use `AskUserQuestion` to collect answers. Rules:

- Ask only **unresolved** questions — skip resolved and researchable items
- Batch related questions in one form when possible (max ~5 per round)
- Quote the original question text from the issue so the user recognizes it
- If a question has multiple-choice options implied by the issue, offer those as choices plus **Other**

Example prompt:

> The doc issue lists these open questions. Please answer before I draft:
> 1. Should this page cover stack 9.4 only or include 9.5+ inputs placement?
> 2. Is `workflow.executeAsync` in scope or out of scope for this use case page?

**Do not proceed to Step 2 (research) or Step 4 (draft)** until:

- All unresolved questions have answers, **or**
- The user explicitly says to proceed with stated assumptions (record those assumptions in the output)

After answers are collected, update the intake summary and suggested-work status table. If an answer changes page type, target path, or scope of suggested work, re-check classification in Step 1.

## Step 1: Classify the page

Determine which page type to draft. Use the **intake summary** and **suggested documentation work** from Step 0 when available. Ask one focused question if still unclear.

| Page type | Typical location | Content type | Example |
|-----------|------------------|--------------|---------|
| **Step reference** | `explore-analyze/workflows/steps/` | Reference | Elasticsearch action steps |
| **Use case** | `explore-analyze/workflows/use-cases/` | Overview / explanation | Security workflows |
| **Authoring technique** | `explore-analyze/workflows/authoring-techniques/` | How-to | Manage and organize workflows |
| **Concept** | `explore-analyze/workflows/concepts/` | Explanation | Triggers, Steps, Liquid |
| **Reference** | `explore-analyze/workflows/reference/` | Reference | Cheat sheet, step type index |
| **Tutorial** | `explore-analyze/workflows/get-started/` | Tutorial | Build your first workflow |
| **Hub / overview** | `explore-analyze/workflows/` or a section index | Overview | Workflows, Use cases |

Run [`/content-type-checker`](https://github.com/elastic/elastic-docs-skills/tree/main/skills/authoring/content-type-checker) in classify mode when the page type is ambiguous — skip if not installed.

## Step 2: Research before writing

Never guess step types, parameter names, or UI labels. Gather facts first.

### Published docs (preferred)

Use the **elastic-docs** MCP server at `https://www.elastic.co/docs/_mcp/` (see **Companion skills and tools** for setup). If MCP is unavailable, use WebFetch on the same `https://www.elastic.co/docs/...` URLs.

1. `search_docs` — find existing pages on the topic and related building blocks
2. `get_document_by_url` — fetch sibling pages, templates, and guidelines with `includeBody: true`
3. `find_related_docs` — discover cross-link targets

Always read these anchors before drafting:

| Resource | URL path |
|----------|----------|
| Workflows hub | `/docs/explore-analyze/workflows` |
| Cheat sheet (gotchas) | `/docs/explore-analyze/workflows/reference/cheat-sheet` |
| Step type index | `/docs/explore-analyze/workflows/reference/step-types` |
| Anatomy reference | `/docs/explore-analyze/workflows/authoring-techniques/anatomy` |
| Choose the right step | `/docs/explore-analyze/workflows/authoring-techniques/choose-the-right-step` |

### Kibana source code

When documenting a step type, trigger, or UI workflow:

1. Search the Kibana repo for the step type identifier (e.g., `elasticsearch.search`, `cases.addComment`, `kibana.SetAlertsStatus`, `slack.postMessage`, `foreach`)
2. Read the step definition, schema, or connector action registration — not just examples
3. Confirm parameter names, required fields, and output shape

Likely starting points in Kibana — search by step type ID first, then use the path that matches what you are documenting:

| What you need | Where to look |
|---------------|---------------|
| **Step parameters, workflow YAML schema, deprecations** | `src/platform/packages/shared/kbn-workflows/spec/` — start with `schema.ts`, `builtin_step_definitions.ts`, `builtin_trigger_definitions.ts`, and namespace dirs `spec/elasticsearch/`, `spec/kibana/` |
| **A specific step type** (`elasticsearch.search`, `cases.addComment`, `security.setAlertStatus`, `kibana.SetAlertsStatus`, `slack.postMessage`, `foreach`, etc.) | `kbn-workflows/spec/<namespace>/` for namespaced steps; `builtin_step_definitions.ts` for built-ins like `foreach`; then the registering plugin via repo search |
| **Triggers** (manual, scheduled, alert, event-driven) | `kbn-workflows/spec/builtin_trigger_definitions.ts`; product triggers in registering plugins; `workflows_extensions/dev_docs/TRIGGERS.md` |
| **UI labels, step menu, YAML editor, authoring surfaces** | `src/platform/plugins/shared/workflows_management/public/`; server-side step discovery in `workflows_management/server/` |
| **Execution lifecycle, error handling, step output shape** | `src/platform/plugins/shared/workflows_execution_engine/` |
| **Custom or product-registered steps** | `src/platform/plugins/shared/workflows_extensions/`; internal guide at `workflows_extensions/dev_docs/STEPS.md` |
| **Stack connector actions** | `x-pack/platform/plugins/shared/stack_connectors/` and connector-specific plugins under `x-pack/platform/plugins/` |

Official example workflows live in `kbn-workflows/spec/examples/`. Prefer these over `elastic/workflows` when verifying schema-valid YAML.

**Note:** `x-pack/platform/plugins/shared/workflows/` is a legacy path — use the `src/platform/` layout above.

### Existing docs-content files

If a docs-content checkout exists in the workspace:

- Read sibling pages under `explore-analyze/workflows/` for voice, structure, and cross-links
- Check `explore-analyze/workflows/_snippets/` for reusable includes
- Check `toc.yml` for navigation placement and whether the target is a hub page with `children:`

### Example workflows

The `elastic/workflows` library contains example YAML. Use it for realistic examples, but verify each step type and parameter against source before documenting.

## Step 3: Apply Workflows authoring rules

These conventions are non-negotiable. The [cheat sheet](https://www.elastic.co/docs/explore-analyze/workflows/reference/cheat-sheet) is the authority for gotchas.

### YAML examples

- Use `steps:` blocks for step-focused examples; include full workflow YAML only when triggers, inputs, or settings matter
- Indent with two spaces; keep examples copy-pasteable
- Name steps descriptively (`search_for_alerts`, not `step1`)
- Show data flow between steps explicitly (`steps.<name>.output`)

### Syntax rules

| Rule | Correct | Wrong |
|------|---------|-------|
| Arrays/objects in Liquid | `"${{ event.alerts }}"` | `"{{ event.alerts }}"` |
| Strings in Liquid | `"{{ inputs.name }}"` | — |
| `data.filter` / `if` conditions | KQL: `item._source.severity : 'critical'` | Liquid: `==` comparisons |
| Cases step parameters | `case_id`, `comment` (snake_case) | `caseId` (camelCase) |
| Namespaced step IDs (`cases.*`, `security.*`, `elasticsearch.*`) | Lowercase dot notation: `security.setAlertStatus` | PascalCase (`kibana.SetAlertsStatus`) unless documenting the legacy step itself |
| Alert status steps | `kibana.SetAlertsStatus` (PascalCase) | `kibana.set_alerts_status` |
| AI step identifiers | Top-level `connector-id`, `agent-id` (literal kebab-case) | Nested under `with`, or Liquid-templated |
| JSON serialization | `\| json`, `\| json_parse` | `to_json` (does not exist) |
| `switch.cases` | Array of `{ case:, steps: }` objects | Map/object keyed by case value |
| `workflow.execute` target | `workflow-id` inside `with` | Top-level field |

### Version differences

When examples involve `inputs`, show both placements with an applies-switch or tabs:

- **Stack 9.4 and earlier**: top-level `inputs:`
- **Stack 9.5+ and Serverless**: `inputs` nested under `type: manual` trigger

Fetch anatomy.md for the canonical tab markup.

### Lifecycle and availability

Note preview/GA status and `applies_to` tags when a step or feature is version-gated. For deprecated or renamed steps, triggers, or parameters:

- **New content** documents the current replacement, not the deprecated form
- **Migration context** — if you show a deprecated form, mark it deprecated inline and link to the replacement reference
- **Migration guides** — search the Workflows docset for version-specific migration pages (e.g., 9.3 → 9.4) and link to them; use `cases.*` instead of `kibana.createCase`-style steps as one example, not the only case
- **Preferred namespace** — when new namespaced steps (`security.*`, `cases.*`) overlap legacy `kibana.*` PascalCase steps, document the namespaced steps as the preferred path for new workflows and add a cross-reference on the older page (mirror how `kibana.md` points to `cases.*`)

## Step 4: Draft the page

When a doc issue was provided, draft content that **addresses every item** in `## Suggested documentation work (for the writer)` unless explicitly deferred. Map each suggestion to a section, example, or follow-up edit in the draft.

Follow the page-type structure in the sections below. H1 patterns, opening paragraphs, and section order are defined there.

Workflows pages use a small set of MyST directives — apply these directly:

- **Version splits** — `applies-switch` or tabs for YAML that differs by stack/serverless version (especially `inputs` placement). Copy markup from `anatomy.md`; do not invent tab syntax.
- **UI walkthroughs** — `stepper` in authoring-technique pages only.
- **Snippets** — `:::{include}` from `explore-analyze/workflows/_snippets/` when a matching snippet exists.

Consult [`/docs-syntax-help`](https://github.com/elastic/elastic-docs-skills/tree/main/skills/authoring/docs-syntax-help) only for a directive you cannot resolve from sibling Workflows pages — skip if not installed.

### Frontmatter

```yaml
---
navigation_title: <Short nav label>   # omit on hub pages when title suffices
description: <One sentence describing this Workflows page's content>
products:
  - id: kibana
  - id: cloud-serverless    # include when feature is available on serverless
applies_to:
  stack: ga 9.4+            # adjust per feature availability
  serverless: ga
---
```

Add `type: how-to` or `type: tutorial` when the content type guidelines require it.

### Step reference pages

**File**: `explore-analyze/workflows/steps/<topic>.md` (or a subfolder under `steps/`)

When the issue says to model on an existing step page (e.g., Cases action steps), read that sibling page first and mirror its layout rather than inventing a new structure.

**Namespace / action-step family pages** (e.g., `cases.md`, `security.md`, `kibana.md`) use this structure:

1. **H1 + anchor** — name the step family (e.g., "Security Triage and Investigation action steps"); set `navigation_title` shorter (e.g., `Security`)
2. **Introduction** — what the `namespace.*` steps do, when to use them, and how they relate to overlapping steps on other pages
3. **Shared conventions** — namespace-wide rules before per-step detail:
   - Parameters under `with`
   - Single vs bulk ID fields
   - Add/remove semantics (preserve existing values; not full replace) when applicable
   - Required-field rules (e.g., "at least one of add/remove")
   - Parameter naming differences across related step groups — **document exactly as implemented; do not normalize** (e.g., `alert_ids` vs `ids`, `close_reason` vs `reason`)
4. **Step catalog** — jump links to each step, grouped by subdomain when helpful (e.g., Alerts vs Attacks)
5. **Per-step sections** — for each step type:
   - One-sentence purpose
   - Parameter table: `Parameter | Location | Type | Required | Description`
   - YAML example
6. Include `:::{include} ../_snippets/schema-location-legend.md :::` when the mirror page uses it
7. **Related** — sibling step pages, triggers, step type index, cheat sheet

**Other step reference pages** may also use:

- **Overview table** — step type → API/operation mapping
- **Combine actions** — multi-step example showing data flow (search → foreach → action)
- **Key concepts** — output paths, loop variables, field reads for composition (e.g., reading alert fields before an assign step)

For a **single step type** addition to an existing namespace page, document:

- Required and optional `with` parameters (table format above)
- Top-level fields (`connector-id`, `if`, `foreach`, `on-failure`, etc.)
- Output shape (`steps.<name>.output`)
- One minimal example and one realistic multi-step example when helpful
- Gotchas specific to that step

After drafting a new namespace page or step, list follow-up edits for:

- **`steps/action-steps.md`** — add a category blurb + link when introducing a new step family
- **`reference/step-types.md`** — add rows for every new step type
- **`reference/cheat-sheet.md`** — add rows or update task-oriented groupings (e.g., "Manage alerts", "Manage attacks")
- **Overlapping sibling pages** — cross-reference preferred namespace (e.g., `kibana.md` → `security.*`)

### Use case pages

**File**: `explore-analyze/workflows/use-cases/<domain>.md`

**Structure**:

1. **H1 + anchor** — domain-focused title (e.g., "Security workflows")
2. **Introduction** — what teams accomplish with workflows in this domain
3. **Pattern sections** — group by intent, not by step type:
   - What you can automate (bullet list of outcomes)
   - Typical triggers and step patterns (brief, with links to step/trigger reference)
   - Pointers to example workflows or templates when they exist
4. **Related** — links to relevant step references, authoring techniques, and tutorials

Use case pages are shorter than step references. Link out rather than duplicating parameter tables.

### Authoring technique pages (how-tos)

**File**: `explore-analyze/workflows/authoring-techniques/<action-verb-topic>.md`

Follow the [how-to content type guidelines](https://www.elastic.co/docs/contribute-docs/content-types/how-tos):

1. **Action-verb H1** — e.g., "Monitor workflow execution"
2. **Introduction** — outcome the reader will achieve
3. **Before you begin** — permissions, prerequisites, UI access path
4. **Numbered steps** — imperative verbs, one action per step; use `stepper` for UI walkthroughs
5. **Success checkpoints** — how to confirm each critical step worked
6. **Next steps** and **Related**

Keep how-tos to ≤10 steps. Chain into a tutorial if the scope is broader.

### Concept and reference pages

**Concepts** explain triggers, steps, data flow, Liquid, error handling — focus on mental models and links to reference detail.

**Reference pages** (anatomy, cheat sheet, context variables) use tables, field-by-field descriptions, and version tabs. Prefer tables over prose for parameter catalogs.

### Tutorial pages

**File**: `explore-analyze/workflows/get-started/<topic>.md`

Follow tutorial content type guidelines. Chain multiple tasks with explanatory context. Include sample data setup, checkpoints, and a "what you built" summary.

## Step 5: Cross-link and navigation

After drafting:

1. Add links **to** the new page from hub pages, step type index, cheat sheet, or choose-the-right-step as appropriate
2. Add a **Related** section at the bottom of the new page (3–5 links)
3. Update **`steps/action-steps.md`** when adding a new step family — match existing category blurbs (short description, "Use … to:" bullets, `Refer to …` link)
4. Update **`reference/step-types.md`** and **`reference/cheat-sheet.md`** when the issue lists them as deliverables — do not stop at the primary page draft
5. Add **preferred-namespace cross-references** on overlapping sibling pages (e.g., steer new alert-triage workflows from `kibana.SetAlertsStatus` to `security.setAlertStatus`)
6. Update `toc.yml` if adding a new file (confirm placement with the user)
7. Remove duplicated content from hub pages — hubs summarize and link, they do not restate reference detail

## Step 6: Validate

Before presenting the draft:

1. Run [`/content-type-checker`](https://github.com/elastic/elastic-docs-skills/tree/main/skills/authoring/content-type-checker) on the draft if installed — otherwise spot-check structure against the page-type templates in Step 4
2. Validate outbound links — use elastic-docs MCP `get_document_by_url` (or WebFetch) to resolve each cross-link in the draft when a file path is available
3. Spot-check YAML examples against the cheat sheet gotchas list
4. Confirm step types and parameter names against Kibana source
5. Cross-check the draft against the **suggested documentation work** table — every non-deferred item must be addressed or explained

Report any items you could not verify against source. Note any companion skills or MCP tools that were unavailable.

## Output format

Present:

1. **Intake summary** — issue link, scope, **suggested documentation work** (with status per item), resolved and unresolved questions (omit if no issue was used)
2. **Page classification** — type, target file path, rationale
3. **Research summary** — source pages read, Kibana files consulted
4. **Draft content** — full markdown with frontmatter, ready to write to docs-content
5. **Follow-up edits** — other files to update (index, toc.yml, hub links); include deferred items from suggested doc work
6. **Open questions** — anything still needing SME review after drafting

If the user provided a file path, write the draft to that path. Otherwise, propose the path and show the content for review first.