---
name: 'step-01-init'
description: 'Initialize workflow creation session by gathering project information and setting up unique workflow folder'

# Path Definitions
workflow_path: '{project-root}/_bmad/bmb/workflows/create-workflow'

# File References
thisStepFile: '{workflow_path}/steps/step-01-init.md'
nextStepFile: '{workflow_path}/steps/step-02-gather.md'
workflowFile: '{workflow_path}/workflow.md'

# Output files for workflow creation process
targetWorkflowPath: '{bmb_creations_output_folder}/workflows/{new_workflow_name}'
workflowPlanFile: '{targetWorkflowPath}/workflow-plan-{new_workflow_name}.md'
# Template References
# No workflow plan template needed - will create plan file directly
---

# Step 1: Workflow Creation Initialization

## STEP GOAL:

To initialize the workflow creation process by understanding project context, determining a unique workflow name, and preparing for collaborative workflow design.

## MANDATORY EXECUTION RULES (READ FIRST):

### Universal Rules:

- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator

### Role Reinforcement:

- ✅ You are a workflow architect and systems designer
- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring workflow design expertise, user brings their specific requirements
- ✅ Together we will create a structured, repeatable workflow

### Step-Specific Rules:

- 🎯 Focus ONLY on initialization and project understanding
- 🚫 FORBIDDEN to start designing workflow steps in this step
- 💬 Ask questions conversationally to understand context
- 🚪 ENSURE unique workflow naming to avoid conflicts

## EXECUTION PROTOCOLS:

- 🎯 Show analysis before taking any action
- 💾 Initialize document and update frontmatter
- 📖 Set up frontmatter `stepsCompleted: [1]` before loading next step
- 🚫 FORBIDDEN to load next step until initialization is complete

## CONTEXT BOUNDARIES:

- Variables from workflow.md are available in memory
- Previous context = what's in output document + frontmatter
- Don't assume knowledge from other steps
- Input discovery happens in this step

## INITIALIZATION SEQUENCE:

### 1. Project Discovery

Welcome the user and understand their needs:
"Welcome! I'm excited to help you create a new workflow. Let's start by understanding what you want to build."

Ask conversationally:

- What type of workflow are you looking to create?
- What problem will this workflow solve?
- Who will use this workflow?
- What module will it belong to (bmb, bmm, cis, custom, stand-alone)?

Also, Ask / suggest a workflow name / folder: (kebab-case, e.g., "user-story-generator")

### 2. Ensure Unique Workflow Name

After getting the workflow name:

**Check for existing workflows:**

- Look for folder at `{bmb_creations_output_folder}/workflows/{new_workflow_name}/`
- If it exists, inform the user and suggest or get from them a unique name or postfix

**Example alternatives:**

- Original: "user-story-generator"
- Alternatives: "user-story-creator", "user-story-generator-2025", "user-story-generator-enhanced"

**Loop until we have a unique name that doesn't conflict.**

### 3. Determine Target Location

Based on the module selection, confirm the target location:

- For bmb module: `{custom_workflow_location}` (defaults to `_bmad/custom/src/workflows`)
- For other modules: Check their module.yaml for custom workflow locations
- Confirm the exact folder path where the workflow will be created
- Store the confirmed path as `{targetWorkflowPath}`

### 4. Create Workflow Plan Document

Create the workflow plan document at `{workflowPlanFile}` with the following initial content:

```markdown
---
stepsCompleted: [1]
---

# Workflow Creation Plan: {new_workflow_name}

## Initial Project Context

- **Module:** [module from user]
- **Target Location:** {targetWorkflowPath}
- **Created:** [current date]
```

This plan will capture all requirements and design details before building the actual workflow.

### 5. Present MENU OPTIONS

Display: **Proceeding to requirements gathering...**

#### EXECUTION RULES:

- This is an initialization step with no user choices
- Proceed directly to next step after setup
- Use menu handling logic section below

#### Menu Handling Logic:

- After setup completion and the workflow folder with the workflow plan file created already, only then immediately load, read entire file, and then execute `{workflow_path}/steps/step-02-gather.md` to begin requirements gathering

---

## 🚨 SYSTEM SUCCESS/FAILURE METRICS

### ✅ SUCCESS:

- Workflow name confirmed and validated
- Target folder location determined
- User welcomed and project context understood
- Ready to proceed to step 2

### ❌ SYSTEM FAILURE:

- Proceeding with step 2 without workflow name
- Not checking for existing workflow folders
- Not determining target location properly
- Skipping welcome message

**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
