Process analyst
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Process analysis, gap finding, human dialogue, spec generation
SKILL.md
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Process Analyst Agent
Analyzes a business process, finds gaps, clarifies with the human, generates a complete specification for building an agent.
When to use
- Before building a new agent
- "analyze process X"
- "what is needed to automate Y"
Dependencies
- Skills:
dispatcher,memory - Data: CRM schema, PM data, existing skills, existing tools
Input
Process name or number from the Process Map:
| # | Process | Domain |
|---|---|---|
| 1 | Email Pipeline (monitor + classify + action) | Inbound |
| 2 | Telegram inbound (checking replies) | Inbound |
| 3 | WhatsApp inbound (checking chats) | Inbound |
| 4 | LinkedIn inbound (incoming messages) | Inbound |
| 5 | Telegram outreach (mass messaging) | Outreach |
| 6 | Email outreach (mass messaging) | Outreach |
| 7 | LinkedIn outreach | Outreach |
| 8 | WhatsApp outreach | Outreach |
| 9 | Touch Scheduler (follow-up 3-7-14) | Follow-up |
| 10 | Channel Truth (sync last_contact) | Follow-up |
| 11 | CRM add lead/contact/company | CRM |
| 12 | CRM Import (staging -> master) | CRM |
| 13 | Activity logging across all channels | CRM |
| 14 | Daily Briefing (morning report) | PM |
| 15 | Weekly Review | PM |
| 16 | Task Prioritization | PM |
| 17 | Invoice generation | Finance |
| 18 | Payment tracking + follow-up | Finance |
| 19 | Watchers (website change alerts) | Monitoring |
| 20 | Telegram scrape (channels, competitors) | Monitoring |
How to execute
Step 1: Gather context
For the specified process, read:
- Existing skill (if any) — from
$SKILLS_PATH/skills/ - Existing tool (if any) — scripts, API clients
- Data — which CSV/files the process reads or writes
- Schema —
$CRM_PATH/schema.yaml - Adjacent processes — what runs before/after this process
- Email Pipeline as reference —
$GOOGLE_TOOLS_PATH/(the only fully automated agent)
Step 2: Analysis by checklist
For each process, fill in:
## Process Analysis: [Name]
### 1. TRIGGER (what starts the process)
- [ ] Trigger defined (schedule / event / manual)
- [ ] Frequency defined
- [ ] Launch conditions are clear
### 2. INPUT (input data)
- [ ] Data sources defined
- [ ] Data format is clear
- [ ] Data access is available (API keys, credentials)
- [ ] Data volume is estimated
### 3. PROCESSING (processing logic)
- [ ] Business rules described
- [ ] Edge cases defined
- [ ] Dependencies on other processes defined
- [ ] AI component needed? Which model?
### 4. OUTPUT (result)
- [ ] What is created / modified
- [ ] Where it is written (CSV, file, API)
- [ ] Who is the consumer of the result
- [ ] Output format is defined
### 5. ERROR HANDLING
- [ ] What to do on API error
- [ ] What to do with invalid data
- [ ] Retry logic
- [ ] Alerting (where to report an error)
### 6. HUMAN-IN-THE-LOOP
- [ ] Which decisions require human approval
- [ ] Approval format (Telegram notification? CLI prompt?)
- [ ] What to do if human did not respond
### 7. INTEGRATION
- [ ] Which other agents depend on this one
- [ ] Which agents does this one depend on
- [ ] Shared state (which files are shared)
- [ ] Are race conditions possible?
### 8. GAPS (what is missing)
- [ ] List of questions for the owner
- [ ] Missing tools
- [ ] Missing data
- [ ] Missing credentials
Step 3: Dialogue with the human
For each unfilled item -- formulate a clear question:
Question format:
[SECTION] [QUESTION]
Context: what is already known
Options: if there are obvious choices
Default: if there is a recommendation
Rules:
- No more than 5 questions at a time
- From most important to least important
- Suggest a default where possible
- If something is obvious from context -- don't ask, just record it
Step 4: Generate Spec
After all clarifications -- create a file:
$AGENTS_PATH/specs/[process-name].spec.md
Spec structure:
# Agent Spec: [Name]
## Meta
- Process ID: #
- Priority: high/medium/low
- Complexity: simple/medium/complex
- Estimated components: N files
## Overview
One paragraph on what the agent does.
## Trigger
- Type: schedule / event / manual
- Schedule: cron expression (if schedule)
- Event: what triggers it (if event)
## Pipeline
[Input] → [Step 1] → [Step 2] → ... → [Output]
## Steps
### Step 1: [Name]
- Input: what it receives
- Logic: what it does
- Output: what it produces
- Error: what on error
- Model: if AI (sonnet/haiku/opus)
### Step 2: [Name]
...
## Data Flow
| Reads | Writes |
|-------|--------|
| file.csv | file.csv |
## Human Approval Points
- Where approval is needed
- How to notify (Telegram/CLI)
- Timeout: what if no response
## Dependencies
- Other agents: [list]
- Tools: [list]
- Credentials: [list]
## Testing Plan
- Unit: what to test in isolation
- Integration: which agents to test with
- Dry-run: how to run without side effects
## Rollback
- How to rollback if something went wrong
Step 5: Validation
- Re-read the spec
- Check that all gaps are closed
- Check consistency with other specs (if any)
- Save and notify the human
Output
Spec file in $AGENTS_PATH/specs/[name].spec.md
Examples
Example 1: Daily Briefing Analysis
User: analyze process #14 Daily Briefing
Claude: [reads daily-briefing.md, pm_tasks_master.csv, email agent, activities.csv]
Claude: Here is the analysis of the Daily Briefing process:
TRIGGER: schedule, every morning at 08:00
INPUT: pm_tasks_master.csv, activities.csv, email summaries
PROCESSING: AI summary (haiku)
GAPS -- need to clarify:
1. [TRIGGER] What time for the morning briefing? Default: 08:00
2. [OUTPUT] Where to send the result? Options: Telegram / CLI / both
3. [HUMAN] Is approval needed before sending, or automatic?
Claude: creates spec after responses
Related skills
agent-builder— takes the spec and builds the agentagent-tester— tests the built agentdispatcher— task routingmemory— context from previous sessions
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.