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Build Workflow - Workflow Builder Instructions
The workflow execution engine is governed by: {project-root}/bmad/core/tasks/workflow.xml You MUST have already loaded and processed: {project-root}/bmad/bmb/workflows/create-workflow/workflow.yaml You MUST fully understand the workflow creation guide at: {workflow_creation_guide} Study the guide thoroughly to follow ALL conventions for optimal human-AI collaboration Communicate in {communication_language} throughout the workflow creation process
Do you want to brainstorm workflow ideas first? [y/n] Invoke brainstorming workflow to explore ideas and design concepts: - Workflow: {project-root}/bmad/core/workflows/brainstorming/workflow.yaml - Context data: {installed_path}/brainstorm-context.md - Purpose: Generate creative workflow ideas, explore different approaches, and clarify requirementsThe brainstorming output will inform:
- Workflow purpose and goals
- Workflow type selection
- Step design and structure
- User experience considerations
- Technical requirements
Based on type, determine which files are needed:
- Document: workflow.yaml + template.md + instructions.md + checklist.md
- Action: workflow.yaml + instructions.md
- Others: Varies based on requirements
Determine output location based on module assignment:
- If workflow belongs to module: Save to {module_output_folder}
- If standalone workflow: Save to {standalone_output_folder}
Store decisions for later use.
Collect essential configuration details: - Description (clear purpose statement) - Author name (default to user_name or "BMad") - Output file naming pattern - Any required input documents - Any required tools or dependenciesDetermine standalone property - this controls how the workflow can be invoked:
Explain to the user:
Standalone Property controls whether the workflow can be invoked directly or only called by other workflows/agents.
standalone: true (DEFAULT - Recommended for most workflows):
- Users can invoke directly via IDE commands or
/workflow-name - Shows up in IDE command palette
- Can also be called from agent menus or other workflows
- Use for: User-facing workflows, entry-point workflows, any workflow users run directly
standalone: false (Use for helper/internal workflows):
- Cannot be invoked directly by users
- Only called via
<invoke-workflow>from other workflows or agent menus - Doesn't appear in IDE command palette
- Use for: Internal utilities, sub-workflows, helpers that don't make sense standalone
Most workflows should be standalone: true to give users direct access.
Should this workflow be directly invokable by users?
- Yes (Recommended) - Users can run it directly (standalone: true)
- No - Only called by other workflows/agents (standalone: false)
Most workflows choose option 1:
Store {{standalone_setting}} as true or false based on response
Create the workflow name in kebab-case and verify it doesn't conflict with existing workflows.
Instruction style and interactivity level fundamentally shape the user experience - choose thoughtfullyReference the comprehensive "Instruction Styles: Intent-Based vs Prescriptive" section from the loaded creation guide
Discuss instruction style collaboratively with the user:
Explain that there are two primary approaches:
Intent-Based (RECOMMENDED as default):
- Gives AI goals and principles, lets it adapt conversation naturally
- More flexible, conversational, responsive to user context
- Better for: discovery, complex decisions, teaching, varied user skill levels
- Uses tags with guiding instructions
- Example from architecture workflow: Facilitates decisions adapting to user_skill_level
Prescriptive:
- Provides exact questions and specific options
- More controlled, predictable, consistent across runs
- Better for: simple data collection, finite options, compliance, quick setup
- Uses tags with specific question text
- Example: Platform selection with 5 defined choices
Explain that most workflows should default to intent-based but use prescriptive for simple data points. The architecture workflow is an excellent example of intent-based with prescriptive moments.
For this workflow's PRIMARY style:
- Intent-based (Recommended) - Adaptive, conversational, responds to user context
- Prescriptive - Structured, consistent, controlled interactions
- Mixed/Balanced - I'll help you decide step-by-step
What feels right for your workflow's purpose?
Store {{instruction_style}} preference
Now discuss interactivity level:
Beyond style, consider how interactive this workflow should be:
High Interactivity (Collaborative):
- Constant back-and-forth with user
- User guides direction, AI facilitates
- Iterative refinement and review
- Best for: creative work, complex decisions, learning experiences
- Example: Architecture workflow's collaborative decision-making
Medium Interactivity (Guided):
- Key decision points have interaction
- AI proposes, user confirms or refines
- Validation checkpoints
- Best for: most document workflows, structured processes
- Example: PRD workflow with sections to review
Low Interactivity (Autonomous):
- Minimal user input required
- AI works independently with guidelines
- User reviews final output
- Best for: automated generation, batch processing
- Example: Generating user stories from epics
What interactivity level suits this workflow?
- High - Highly collaborative, user actively involved throughout (Recommended)
- Medium - Guided with key decision points
- Low - Mostly autonomous with final review
Select the level that matches your workflow's purpose:
Store {{interactivity_level}} preference
Explain how these choices will inform the workflow design:
- Intent-based + High interactivity: Conversational discovery with open questions
- Intent-based + Medium: Facilitated guidance with confirmation points
- Intent-based + Low: Principle-based autonomous generation
- Prescriptive + any level: Structured questions, but frequency varies
- Mixed: Strategic use of both styles where each works best
Now work with user to outline workflow steps:
- How many major steps? (Recommend 3-7 for most workflows)
- What is the goal of each step?
- Which steps are optional?
- Which steps need heavy user collaboration vs autonomous execution?
- Which steps should repeat?
- What variables/outputs does each step produce?
Consider their instruction_style and interactivity_level choices when designing step flow:
- High interactivity: More granular steps with collaboration
- Low interactivity: Larger autonomous steps with review
- Intent-based: Focus on goals and principles in step descriptions
- Prescriptive: Define specific questions and options
Create a step outline that matches the chosen style and interactivity level Note which steps should be intent-based vs prescriptive (if mixed approach)
step_outline
Load and use the template at: {template_workflow_yaml}Replace all placeholders following the workflow creation guide conventions:
- {TITLE} → Proper case workflow name
- {WORKFLOW_CODE} → kebab-case name
- {WORKFLOW_DESCRIPTION} → Clear description
- {module-code} → Target module
- {file.md} → Output filename pattern
Include:
- All metadata from steps 1-2
- Standalone property: Use {{standalone_setting}} from step 2 (true or false)
- Proper paths for installed_path using variable substitution
- Template/instructions/validation paths based on workflow type:
- Document workflow: all files (template, instructions, validation)
- Action workflow: instructions only (template: false)
- Autonomous: set autonomous: true flag
- Required tools if any
- Recommended inputs if any
ALWAYS include the standard config block:
# Critical variables from config
config_source: '{project-root}/bmad/{{target_module}}/config.yaml'
output_folder: '{config_source}:output_folder'
user_name: '{config_source}:user_name'
communication_language: '{config_source}:communication_language'
date: system-generated
This standard config ensures workflows can run autonomously and communicate properly with users
ALWAYS include the standalone property:
standalone: { { standalone_setting } } # true or false from step 2
Example complete workflow.yaml structure:
name: 'workflow-name'
description: 'Clear purpose statement'
# Paths
installed_path: '{project-root}/bmad/module/workflows/name'
template: '{installed_path}/template.md'
instructions: '{installed_path}/instructions.md'
validation: '{installed_path}/checklist.md'
# Critical variables from config
config_source: '{project-root}/bmad/module/config.yaml'
output_folder: '{config_source}:output_folder'
user_name: '{config_source}:user_name'
communication_language: '{config_source}:communication_language'
date: system-generated
# Output
default_output_file: '{output_folder}/document.md'
# Invocation control
standalone: true # or false based on step 2 decision
Follow path conventions from guide:
- Use {project-root} for absolute paths
- Use {installed_path} for workflow components
- Use {config_source} for config references
Determine save location:
- Use the output folder determined in Step 1 (module or standalone)
- Write to {{output_folder}}/workflow.yaml
Generate the instructions.md file following the workflow creation guide:
-
ALWAYS include critical headers:
- Workflow engine reference: {project-root}/bmad/core/tasks/workflow.xml
- workflow.yaml reference: must be loaded and processed
-
Structure with tags containing all steps
-
For each step from design phase, follow guide conventions:
- Step attributes: n="X" goal="clear goal statement"
- Optional steps: optional="true"
- Repeating: repeat="3" or repeat="for-each-X" or repeat="until-approved"
- Conditional: if="condition"
- Sub-steps: Use 3a, 3b notation
-
Use proper XML tags from guide:
- Execution: , , , ,
- Output: , {project-root}/bmad/core/tasks/adv-elicit.xml, ,
- Flow: , ,
-
Best practices from guide:
- Keep steps focused (single goal)
- Be specific ("Write 1-2 paragraphs" not "Write about")
- Provide examples where helpful
- Set limits ("3-5 items maximum")
- Save checkpoints with
Standard config variable usage:
Instructions MUST use the standard config variables where appropriate:
- Communicate in {communication_language} throughout the workflow
- Address user as {user_name} in greetings and summaries
- Write all output files to {output_folder} or subdirectories
- Include {date} in generated document headers
Example usage in instructions:
<action>Write document to {output_folder}/output-file.md</action>
<critical>Communicate all responses in {communication_language}</critical>
<output>Hello {user_name}, the workflow is complete!</output>
Applying instruction style preference:
Based on the {{instruction_style}} preference from Step 3, generate instructions using these patterns:
Intent-Based Instructions (Recommended for most workflows):
Focus on goals, principles, and desired outcomes. Let the LLM adapt the conversation naturally.
✅ Good Examples:
<!-- Discovery and exploration -->
<action>Guide user to define their target audience with specific demographics, psychographics, and behavioral characteristics</action>
<action>Explore the user's vision for the product, asking probing questions to uncover core motivations and success criteria</action>
<action>Help user identify and prioritize key features based on user value and technical feasibility</action>
<!-- Validation and refinement -->
<action>Validate that the technical approach aligns with project constraints and team capabilities</action>
<action>Challenge assumptions about user needs and market fit with thought-provoking questions</action>
<!-- Complex iterative work -->
<action>Collaborate with user to refine the architecture, iterating until they're satisfied with the design</action>
❌ Avoid (too prescriptive):
<ask>What is your target audience age range? Choose: 18-24, 25-34, 35-44, 45+</ask>
<ask>List exactly 3 key features in priority order</ask>
When to use Intent-Based:
- Complex discovery processes (user research, requirements gathering)
- Creative brainstorming and ideation
- Iterative refinement workflows
- When user input quality matters more than consistency
- Workflows requiring adaptation to context
Prescriptive Instructions (Use selectively):
Provide exact wording, specific options, and controlled interactions.
✅ Good Examples:
<!-- Simple data collection -->
<ask>What is your target platform? Choose: PC, Console, Mobile, Web</ask>
<ask>Select monetization model: Premium, Free-to-Play, Subscription, Ad-Supported</ask>
<!-- Compliance and standards -->
<ask>Does this comply with GDPR requirements? [yes/no]</ask>
<ask>Choose documentation standard: JSDoc, TypeDoc, TSDoc</ask>
<!-- Binary decisions -->
<ask>Do you want to generate test cases? [yes/no]</ask>
<ask>Include performance benchmarks? [yes/no]</ask>
❌ Avoid (too rigid for complex tasks):
<ask>What are your product goals? List exactly 5 goals, each 10-15 words</ask>
<ask>Describe your user persona in exactly 3 sentences</ask>
When to use Prescriptive:
- Simple data collection (platform, format, yes/no choices)
- Compliance verification and standards adherence
- Configuration with finite options
- When consistency is critical across all executions
- Quick setup wizards
Mixing Both Styles (Best Practice):
Even if user chose a primary style, use the other when appropriate:
<!-- Intent-based workflow with prescriptive moments -->
<step n="1" goal="Understand user vision">
<action>Explore the user's vision for their game, uncovering their creative intent and target experience</action>
<action>Ask probing questions about genre, themes, and emotional tone they want to convey</action>
</step>
<step n="2" goal="Capture basic metadata">
<ask>What is your target platform? Choose: PC, Console, Mobile, Web</ask> <!-- Prescriptive for simple choice -->
<ask>Select primary genre: Action, RPG, Strategy, Puzzle, Simulation, Other</ask>
</step>
<step n="3" goal="Deep dive into gameplay">
<action>Guide user to articulate their core gameplay loop, exploring mechanics and player agency</action> <!-- Back to intent-based -->
<action>Help them identify what makes their game unique and compelling</action>
</step>
Guidelines for the chosen style:
If user chose Intent-Based:
- Default to goal-oriented tags
- Use open-ended guidance language
- Save prescriptive tags for simple data/choices
- Focus on "guide", "explore", "help user", "validate"
- Allow LLM to adapt questions to user responses
If user chose Prescriptive:
- Default to explicit tags with clear options
- Use precise wording for consistency
- Save intent-based tags for complex discovery
- Focus on "choose", "select", "specify", "confirm"
- Provide structured choices when possible
Remember: The goal is optimal human-AI collaboration. Use whichever style best serves the user at each step.
Save location:
- Write to {{output_folder}}/instructions.md
Generate the template.md file following guide conventions:
-
Document structure with clear sections
-
Variable syntax: {{variable_name}} using snake_case
-
Variable names MUST match tags exactly from instructions
-
Include standard metadata header (optional - config variables available):
# Document Title **Date:** {{date}} **Author:** {{user_name}}Note: {{date}} and {{user_name}} are optional in headers. Primary purpose of these variables:
- {{date}} - Gives agent current date awareness (not confused with training cutoff)
- {{user_name}} - Optional author attribution
- {{communication_language}} - NOT for document output! Tells agent how to communicate during execution
-
Follow naming conventions from guide:
- Use descriptive names: {{primary_user_journey}} not {{puj}}
- Snake_case for all variables
- Match instruction outputs precisely
Variable sources as per guide:
- workflow.yaml config values (user_name, communication_language, date, output_folder)
- User input runtime values
- Step outputs via
- System variables (date, paths)
Standard config variables in templates:
Templates CAN optionally use these config variables:
- {{user_name}} - Document author (optional)
- {{date}} - Generation date (optional)
IMPORTANT: {{communication_language}} is NOT for document headers!
- Purpose: Tells agent how to communicate with user during workflow execution
- NOT for: Document output language or template headers
- Future: {{document_output_language}} will handle multilingual document generation
These variables are automatically available from workflow.yaml config block.
Save location:
- Write to {{output_folder}}/template.md
Load and use the template at: {template_checklist}
Create checklist.md following guide best practices:
-
Make criteria MEASURABLE and SPECIFIC ❌ "- [ ] Good documentation" ✅ "- [ ] Each function has JSDoc comments with parameters and return types"
-
Group checks logically:
- Structure: All sections present, no placeholders, proper formatting
- Content Quality: Clear and specific, technically accurate, consistent terminology
- Completeness: Ready for next phase, dependencies documented, action items defined
-
Include workflow-specific validations based on type:
- Document workflows: Template variables mapped, sections complete
- Action workflows: Actions clearly defined, error handling specified
- Interactive: User prompts clear, decision points documented
-
Add final validation section with issue lists
Save location:
- Write to {{output_folder}}/checklist.md
If yes, create placeholder files or copy from templates.
Review the created workflow:Basic Validation:
- Verify all file paths are correct
- Check variable names match between files
- Ensure step numbering is sequential
- Validate YAML syntax
- Confirm all placeholders are replaced
Standard Config Validation:
- Verify workflow.yaml contains standard config block:
- config_source defined
- output_folder, user_name, communication_language pulled from config
- date set to system-generated
- Check instructions use config variables where appropriate
- Verify template includes config variables in metadata (if document workflow)
YAML/Instruction/Template Alignment:
- Cross-check all workflow.yaml variables against instruction usage:
- Are all yaml variables referenced in instructions.md OR template.md?
- Are there hardcoded values that should be variables?
- Do template variables match tags in instructions?
- Identify any unused yaml fields (bloat detection)
Show user a summary of created files and their locations. Ask if they want to:
- Test run the workflow
- Make any adjustments
- Add additional steps or features
If yes: Explain web bundle requirements:
- Web bundles are self-contained and cannot use config_source variables
- All files must be explicitly listed in web_bundle_files
- File paths use bmad/ root (not {project-root})
Configure web_bundle section in workflow.yaml:
-
Copy core workflow metadata (name, description, author)
-
Convert all file paths to bmad/-relative paths:
- Remove {project-root}/ prefix
- Remove {config_source} references (use hardcoded values)
- Example: "{project-root}/bmad/bmm/workflows/x" → "bmad/bmm/workflows/x"
-
List ALL referenced files by scanning:
Scan instructions.md for:
- File paths in tags
- Data files (CSV, JSON, YAML, etc.)
- Validation/checklist files
- Any calls → must include that workflow's yaml file
- Any tags that reference other workflows
- Shared templates or includes
Scan template.md for:
- Any includes or references to other files
- Shared template fragments
Critical: Workflow Dependencies
- If instructions call another workflow, that workflow's yaml MUST be in web_bundle_files
- Example:
<invoke-workflow>{project-root}/bmad/core/workflows/x/workflow.yaml</invoke-workflow>→ Add "bmad/core/workflows/x/workflow.yaml" to web_bundle_files
-
Create web_bundle_files array with complete list
Example:
web_bundle:
name: '{workflow_name}'
description: '{workflow_description}'
author: '{author}'
instructions: 'bmad/{module}/workflows/{workflow}/instructions.md'
validation: 'bmad/{module}/workflows/{workflow}/checklist.md'
template: 'bmad/{module}/workflows/{workflow}/template.md'
# Any data files (no config_source)
data_file: 'bmad/{module}/workflows/{workflow}/data.csv'
web_bundle_files:
- 'bmad/{module}/workflows/{workflow}/instructions.md'
- 'bmad/{module}/workflows/{workflow}/checklist.md'
- 'bmad/{module}/workflows/{workflow}/template.md'
- 'bmad/{module}/workflows/{workflow}/data.csv'
# Add every single file referenced anywhere
# CRITICAL: If this workflow invokes other workflows, use existing_workflows
# This signals the bundler to recursively include those workflows' web_bundles
existing_workflows:
- workflow_variable_name: 'bmad/path/to/workflow.yaml'
Example with existing_workflows:
web_bundle:
name: 'brainstorm-game'
description: 'Game brainstorming with CIS workflow'
author: 'BMad'
instructions: 'bmad/bmm/workflows/brainstorm-game/instructions.md'
template: false
web_bundle_files:
- 'bmad/bmm/workflows/brainstorm-game/instructions.md'
- 'bmad/mmm/workflows/brainstorm-game/game-context.md'
- 'bmad/core/workflows/brainstorming/workflow.yaml'
existing_workflows:
- core_brainstorming: 'bmad/core/workflows/brainstorming/workflow.yaml'
What existing_workflows does:
- Tells the bundler this workflow invokes another workflow
- Bundler recursively includes the invoked workflow's entire web_bundle
- Essential for meta-workflows that orchestrate other workflows
- Maps workflow variable names to their bmad/-relative paths
Validate web bundle completeness:
- Ensure no {config_source} variables remain
- Verify all file paths are listed
- Check that paths are bmad/-relative
- If workflow uses , add to existing_workflows
web_bundle_config
Create a brief README for the workflow folder explaining purpose, how to invoke, expected inputs, generated outputs, and any special requirementsProvide {user_name} with workflow completion summary in {communication_language}:
- Location of created workflow: {{output_folder}}
- Command to run it:
workflow {workflow_name} - Next steps:
- Run the BMAD Method installer to this project location
- Select 'Compile Agents (Quick rebuild of all agent .md files)' after confirming the folder
- This will compile the new workflow and make it available for use