# Create Crm Workflow

> Implement a deterministic cross-module CRM process with policy, trace, audit and optional human approval. Use for stage transitions, follow-ups, onboarding, renewals and approval rules. Do not use for a stated business objective ("we need to manage renewals") — that is solve-business-goal, which discovers what exists first and may call this skill itself; nor for a single custom object (create-crm-module), a named milestone (the build-* skills) or a failing run (debug-crm-run).

- Skill: `khaoss85/create-crm-workflow` (Agent Skill)
- Install (CLI): `npx skillmds@latest add khaoss85/create-crm-workflow`
- Raw SKILL.md: https://api.skillmd.com/api/skills/khaoss85/create-crm-workflow/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Security
- Author: khaoss85 (https://skillmd.com/u/khaoss85)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/khaoss85/create-crm-workflow

---


## Orient yourself first

```bash
npm run crm -- app inspect --json
```

Read `valid`, then `problems[]`, then `limitations[]`, in that order. Every problem is fixed or reported before anything is built on top of it, and **every limitation is a hard boundary on what you may claim.** Then read `packages[]`, `capabilities[]`, `resources[]`, `actions[]`, `policies[]` and `providers[]`: that list is what exists. A capability absent from the report does not exist, whatever a record name, a label or a document suggests.

If the repository documents this skill names are absent, you are in a project built from this framework rather than in the framework itself. The inspection report is then the source of truth and those documents are optional background — do not guess at their contents, and do not assume a path exists because this skill names it.

`actions[]` tells you which lifecycle steps already exist and their declared `fromStates`, which is usually the answer to step 0 below.

0. First decide which tool fits. A lifecycle step on **one record** (qualify,
   close, approve) is a **record action** — see the create-crm-module skill, and
   `docs/ACTIONS.md` as background where the project carries it; the action
   runtime already gives you one atomic transaction, events released only after
   commit, and a trace. Use a workflow for a multi-record or multi-step process,
   or when a human approval gate is involved.
0b. **Do not write a task table.** If the step you are adding means "a person
   must now do something", that is one shared model: `work-task` and
   `work-activity`, opened through the `work` package's declared capability
   `work/follow-up@1` **inside your own transaction**, keyed by a business
   identity that never contains a clock — **that last part is yours to
   guarantee**: Work refuses invalid syntax, not a key that looks like a
   timestamp, so derive it from a committed record id and prove it with a retry
   test of your own. It will also refuse to write at all if you call it outside
   a transaction, rather than risk a task without its activity. Check
   `capabilities[]` in the inspection report for it. A second per-domain task table is the divergence
   Work v1 exists to stop (`docs/WORK_TASKS.md`, ADR-030 as background where the
   project carries them). Two things it is **not**: it schedules nothing —
   `dueAt` is evidence and no clock moves a status — and it notifies and assigns
   nobody. If the business event does not actually imply human work, create no
   task.
1. Read the workflow engine and an existing workflow in this project's own
   source (`packages/workflows/src/engine.js` here). The engine is the contract;
   copy an existing workflow's shape rather than inventing one.
2. Express the business process as small named steps.
3. Keep policy deterministic and explicit; an LLM may recommend but must not silently decide protected state.
4. Use module services for all state changes.
5. Add compensation for external reversible side effects.
6. Emit domain events only after the authoritative state change succeeds.
7. Test the policy boundary, failure path and final trace.
8. Run `npm run verify` and document any new architectural rule.