Skills › Financial Services › skill-creator › workflows.md

workflows.md

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1# Workflow Patterns

Workflow Patterns

3## Sequential Workflows

5For complex tasks, break operations into clear, sequential steps. It is often helpful to give Claude an overview of the process towards the beginning of SKILL.md:

7```markdown

8Filling a PDF form involves these steps:

101. Analyze the form (run analyze_form.py)

112. Create field mapping (edit fields.json)

123. Validate mapping (run validate_fields.py)

134. Fill the form (run fill_form.py)

145. Verify output (run verify_output.py)

15```

Sequential Workflows

For complex tasks, break operations into clear, sequential steps. It is often helpful to give Claude an overview of the process towards the beginning of SKILL.md:

Filling a PDF form involves these steps:

1. Analyze the form (run analyze_form.py)
2. Create field mapping (edit fields.json)
3. Validate mapping (run validate_fields.py)
4. Fill the form (run fill_form.py)
5. Verify output (run verify_output.py)

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17## Conditional Workflows

19For tasks with branching logic, guide Claude through decision points:

21```markdown

221. Determine the modification type:

23 **Creating new content?** → Follow "Creation workflow" below

24 **Editing existing content?** → Follow "Editing workflow" below

262. Creation workflow: [steps]

273. Editing workflow: [steps]

28```

Conditional Workflows

For tasks with branching logic, guide Claude through decision points:

1. Determine the modification type:
   **Creating new content?** → Follow "Creation workflow" below
   **Editing existing content?** → Follow "Editing workflow" below

2. Creation workflow: [steps]
3. Editing workflow: [steps]

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