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# BMAD Workflow Creation Guide
Create structured, repeatable workflows for human-AI collaboration in BMAD v6.
## Table of Contents
1. [Quick Start](#quick-start)
2. [Core Concepts](#core-concepts)
3. [Workflow Structure](#workflow-structure)
4. [Writing Instructions](#writing-instructions)
5. [Templates and Variables](#templates--variables)
6. [Flow Control](#flow-control)
7. [Validation](#validation)
8. [Examples](#examples)
9. [Best Practices](#best-practices)
10. [Troubleshooting](#troubleshooting)
## Quick Start
### Minimal Workflow (3 minutes)
Create a folder with these files:
```yaml
# workflow.yaml (REQUIRED)
name: 'my-workflow'
description: 'What this workflow does'
installed_path: '{project-root}/bmad/module/workflows/my-workflow'
template: '{installed_path}/template.md'
instructions: '{installed_path}/instructions.md'
default_output_file: '{output_folder}/output.md'
```
```markdown
# template.md
# {{project_name}} Output
{{main_content}}
```
```markdown
# instructions.md
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
<critical>You MUST have already loaded and processed: workflow.yaml</critical>
<workflow>
<step n="1" goal="Generate content">
Create the main content for this document.
<template-output>main_content</template-output>
</step>
</workflow>
```
That's it! To execute, tell the BMAD agent: `workflow my-workflow`
## Core Concepts
### Tasks vs Workflows
| Aspect | Task | Workflow |
| -------------- | ------------------ | ----------------------- |
| **Purpose** | Single operation | Multi-step process |
| **Format** | XML in `.md` file | Folder with YAML config |
| **Location** | `/src/core/tasks/` | `/bmad/*/workflows/` |
| **User Input** | Minimal | Extensive |
| **Output** | Variable | Usually documents |
### Workflow Types
1. **Document Workflows** - Generate PRDs, specs, architectures
2. **Action Workflows** - Refactor code, run tools, orchestrate tasks
3. **Interactive Workflows** - Brainstorming, meditations, guided sessions
4. **Autonomous Workflows** - Run without human input (story generation)
5. **Meta-Workflows** - Coordinate other workflows
## Workflow Structure
### Required Files
```
my-workflow/
└── workflow.yaml # REQUIRED - Configuration
```
### Optional Files
```
my-workflow/
├── template.md # Document structure
├── instructions.md # Step-by-step guide
├── checklist.md # Validation criteria
└── [data files] # Supporting resources
```
### workflow.yaml Configuration
```yaml
# Basic metadata
name: 'workflow-name'
description: 'Clear purpose statement'
# Paths
installed_path: '{project-root}/bmad/module/workflows/name'
template: '{installed_path}/template.md' # or false
instructions: '{installed_path}/instructions.md' # or false
validation: '{installed_path}/checklist.md' # optional
# Output
default_output_file: '{output_folder}/document.md'
# Advanced options
autonomous: true # Skip user checkpoints
recommended_inputs: # Expected input docs
- input_doc: 'path/to/doc.md'
```
### Common Patterns
**Full Document Workflow** (most common)
- Has: All 4 files
- Use for: PRDs, architectures, specs
**Action Workflow** (no template)
- Has: workflow.yaml + instructions.md
- Use for: Refactoring, tool orchestration
**Autonomous Workflow** (no interaction)
- Has: workflow.yaml + template + instructions
- Use for: Automated generation
## Writing Instructions
### Basic Structure
```markdown
# instructions.md
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
<critical>You MUST have already loaded and processed: workflow.yaml</critical>
<workflow>
<step n="1" goal="Clear goal statement">
Instructions for this step.
<template-output>variable_name</template-output>
</step>
<step n="2" goal="Next goal" optional="true">
Optional step instructions.
<template-output>another_variable</template-output>
</step>
</workflow>
```
### Step Attributes
- `n="X"` - Step number (required)
- `goal="..."` - What the step accomplishes (required)
- `optional="true"` - User can skip
- `repeat="3"` - Repeat N times
- `if="condition"` - Conditional execution
### Content Formats
**Markdown Format** (human-friendly):
```xml
<step n="1" goal="Define goals">
Write 1-3 bullet points about project success:
- User outcomes
- Business value
- Measurable results
<template-output>goals</template-output>
</step>
```
**XML Format** (precise control):
```xml
<step n="2" goal="Validate input">
<action>Load validation criteria</action>
<check if="validation fails">
<goto step="1">Return to previous step</goto>
</check>
<template-output>validated_data</template-output>
</step>
```
## Templates and Variables
### Variable Syntax
```markdown
# template.md
# {{project_name}} Document
## Section
{{section_content}}
_Generated on {{date}}_
```
### Variable Sources
1. **workflow.yaml** - Config values
2. **User input** - Runtime values
3. **Step outputs** - `<template-output>` tags
4. **System** - Date, paths, etc.
### Naming Convention
- Use snake_case: `{{user_requirements}}`
- Be descriptive: `{{primary_user_journey}}` not `{{puj}}`
## Flow Control
### Sub-Steps
```xml
<step n="3" goal="Process items">
<step n="3a" title="Gather data">
<action>Collect information</action>
</step>
<step n="3b" title="Analyze">
<action>Process collected data</action>
<template-output>analysis</template-output>
</step>
</step>
```
### Repetition
```xml
<!-- Fixed repetitions -->
<step n="4" repeat="3">
<action>Generate example {{iteration}}</action>
</step>
<!-- Conditional repetition -->
<step n="5" repeat="until-approved">
<action>Generate content</action>
<ask>Satisfactory? (y/n)</ask>
</step>
<!-- For-each repetition -->
<step n="6" repeat="for-each-epic">
<action>Define epic {{epic_name}}</action>
</step>
```
### Conditional Execution
**Single Action (use `action if=""`):**
```xml
<step n="6" goal="Load context">
<action if="file exists">Load existing document</action>
<action if="new project">Initialize from template</action>
</step>
```
**Multiple Actions (use `<check if="">...</check>`):**
```xml
<step n="7" goal="Validate">
<action>Check requirements</action>
<check if="incomplete">
<action>Log validation errors</action>
<goto step="2">Return to gathering</goto>
</check>
<check if="complete">
<action>Mark as validated</action>
<continue>Proceed</continue>
</check>
</step>
```
**When to use which:**
- **`<action if="">`** - Single conditional action (cleaner, more concise)
- **`<check if="">...</check>`** - Multiple items under same condition (explicit scope)
### Loops
```xml
<step n="8" goal="Refine">
<loop max="5">
<action>Generate solution</action>
<check if="criteria met">
<break>Exit loop</break>
</check>
</loop>
</step>
```
### Common XML Tags
**Execution:**
- `<action>` - Required action
- `<action if="condition">` - Single conditional action (inline)
- `<check if="condition">...</check>` - Conditional block for multiple items (requires closing tag)
- `<ask>` - User prompt
- `<goto>` - Jump to step
- `<invoke-workflow>` - Call another workflow
**Output:**
- `<template-output>` - Save checkpoint
- `<elicit-required/>` - Trigger AI enhancement
- `<critical>` - Important info
- `<example>` - Show example
## Validation
### checklist.md Structure
```markdown
# Validation Checklist
## Structure
- [ ] All sections present
- [ ] No placeholders remain
- [ ] Proper formatting
## Content Quality
- [ ] Clear and specific
- [ ] Technically accurate
- [ ] Consistent terminology
## Completeness
- [ ] Ready for next phase
- [ ] Dependencies documented
- [ ] Action items defined
```
### Making Criteria Measurable
`- [ ] Good documentation`
`- [ ] Each function has JSDoc comments with parameters and return types`
## Examples
### Document Generation
```xml
<workflow>
<step n="1" goal="Gather context">
Load existing documents and understand project scope.
<template-output>context</template-output>
</step>
<step n="2" goal="Define requirements">
Create functional and non-functional requirements.
<template-output>requirements</template-output>
<elicit-required/>
</step>
<step n="3" goal="Validate">
Check requirements against goals.
<template-output>validated_requirements</template-output>
</step>
</workflow>
```
### Action Workflow
```xml
<workflow>
<step n="1" goal="Analyze codebase">
<action>Find all API endpoints</action>
<action>Identify patterns</action>
</step>
<step n="2" goal="Refactor">
<repeat for-each="endpoint">
<action>Update to new pattern</action>
</repeat>
</step>
<step n="3" goal="Verify">
<action>Run tests</action>
<check if="tests fail">
<goto step="2">Fix issues</goto>
</check>
</step>
</workflow>
```
### Meta-Workflow
```xml
<workflow name="greenfield-app">
<step n="1" goal="Discovery">
<invoke-workflow>product-brief</invoke-workflow>
<template-output>brief</template-output>
</step>
<step n="2" goal="Requirements">
<invoke-workflow input="{{brief}}">prd</invoke-workflow>
<template-output>prd</template-output>
</step>
<step n="3" goal="Architecture">
<invoke-workflow input="{{prd}}">architecture</invoke-workflow>
<template-output>architecture</template-output>
</step>
</workflow>
```
## Best Practices
### Design Principles
1. **Keep steps focused** - Single goal per step
2. **Limit scope** - 5-10 steps maximum
3. **Build progressively** - Start simple, add detail
4. **Checkpoint often** - Save after major sections
5. **Make sections optional** - Let users skip when appropriate
### Instruction Guidelines
1. **Be specific** - "Write 1-2 paragraphs" not "Write about"
2. **Provide examples** - Show expected output format
3. **Set limits** - "3-5 items maximum"
4. **Explain why** - Context helps AI make better decisions
### Conditional Execution Best Practices
**✅ DO:**
- Use `<action if="">` for single conditional actions
- Use `<check if="">...</check>` for blocks with multiple items
- Always close `<check>` tags explicitly
- Keep conditions simple and readable
**❌ DON'T:**
- Wrap single actions in `<check>` blocks (unnecessarily verbose)
- Forget to close `<check>` tags
- Nest too many levels (makes logic hard to follow)
**Examples:**
```xml
<!-- ✅ Good: Single action -->
<action if="file exists">Load configuration</action>
<!-- ❌ Avoid: Unnecessary wrapper for single action -->
<check if="file exists">
<action>Load configuration</action>
</check>
<!-- ✅ Good: Multiple actions in block -->
<check if="validation fails">
<action>Log error details</action>
<action>Notify user</action>
<goto step="1">Retry input</goto>
</check>
```
### Common Pitfalls
- **Missing critical headers** - Always include workflow engine references
- **Variables not replaced** - Ensure names match exactly
- **Too many steps** - Combine related actions
- **No checkpoints** - Add `<template-output>` tags
- **Vague instructions** - Be explicit about expectations
- **Unclosed check tags** - Always close `<check if="">...</check>` blocks
- **Wrong conditional pattern** - Use `<action if="">` for single items, `<check if="">` for blocks
## Web Bundles
Web bundles allow workflows to be deployed as self-contained packages for web environments.
### When to Use Web Bundles
- Deploying workflows to web-based AI platforms
- Creating shareable workflow packages
- Ensuring workflow portability without dependencies
- Publishing workflows for public use
### Web Bundle Requirements
1. **Self-Contained**: No external dependencies
2. **No Config Variables**: Cannot use `{config_source}` references
3. **Complete File List**: Every referenced file must be listed
4. **Relative Paths**: Use `bmad/` root paths (no `{project-root}`)
### Creating a Web Bundle
Add this section to your workflow.yaml:
```yaml
web_bundle:
name: 'workflow-name'
description: 'Workflow description'
author: 'Your Name'
# Core files (bmad/-relative paths)
instructions: 'bmad/module/workflows/workflow/instructions.md'
validation: 'bmad/module/workflows/workflow/checklist.md'
template: 'bmad/module/workflows/workflow/template.md'
# Data files (no config_source allowed)
data_file: 'bmad/module/workflows/workflow/data.csv'
# Complete file list - CRITICAL!
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'
# Include ALL referenced files
```
### Converting Existing Workflows
1. **Remove Config Dependencies**:
- Replace `{config_source}:variable` with hardcoded values
- Convert `{project-root}/bmad/` to `bmad/`
2. **Inventory All Files**:
- Scan instructions.md for file references
- Check template.md for includes
- List all data files
3. **Test Completeness**:
- Ensure no missing file references
- Verify all paths are relative to bmad/
### Example: Complete Web Bundle
```yaml
web_bundle:
name: 'analyze-requirements'
description: 'Requirements analysis workflow'
author: 'BMad Team'
instructions: 'bmad/bmm/workflows/analyze-requirements/instructions.md'
validation: 'bmad/bmm/workflows/analyze-requirements/checklist.md'
template: 'bmad/bmm/workflows/analyze-requirements/template.md'
# Data files
techniques_data: 'bmad/bmm/workflows/analyze-requirements/techniques.csv'
patterns_data: 'bmad/bmm/workflows/analyze-requirements/patterns.json'
# Sub-workflow reference
validation_workflow: 'bmad/bmm/workflows/validate-requirements/workflow.yaml'
web_bundle_files:
# Core workflow files
- 'bmad/bmm/workflows/analyze-requirements/instructions.md'
- 'bmad/bmm/workflows/analyze-requirements/checklist.md'
- 'bmad/bmm/workflows/analyze-requirements/template.md'
# Data files
- 'bmad/bmm/workflows/analyze-requirements/techniques.csv'
- 'bmad/bmm/workflows/analyze-requirements/patterns.json'
# Sub-workflow and its files
- 'bmad/bmm/workflows/validate-requirements/workflow.yaml'
- 'bmad/bmm/workflows/validate-requirements/instructions.md'
- 'bmad/bmm/workflows/validate-requirements/checklist.md'
# Shared templates referenced in instructions
- 'bmad/bmm/templates/requirement-item.md'
- 'bmad/bmm/templates/validation-criteria.md'
```
## Troubleshooting
### Variables Not Replaced
- Check exact name match
- Verify `<template-output>` tag present
- Ensure step generates the variable
### Validation Fails
- Review checklist specificity
- Check for impossible requirements
- Verify checklist matches template
### Workflow Too Long
- Combine related steps
- Make sections optional
- Reduce elicitation points
### User Confusion
- Add clearer step goals
- Provide more examples
- Explain section purpose
---
_For implementation details, see:_
- `/src/core/tasks/workflow.xml` - Execution engine
- `/bmad/bmm/workflows/` - Production examples