guidelines

Workspace Onboarding And Routing

Agent-facing entrypoint for understanding the Forma workspace, choosing the right workflow skill, and routing user requests without writing prematurely.

Purpose

This guideline is the lightweight entrypoint that replaces the old team-facing workflow assistant role. Use it to orient a Human or Agent before choosing a narrower workflow.

It is read-only by default. It does not authorize shared content writes, task state changes, config edits, or local worklist execution.

Agent Skill

When To Use

Use this skill when:

  • the user asks how this workspace is organized;
  • the request is broad, unclear, or could belong to several spaces;
  • the Agent needs to decide whether to use authoring, delivery, audit, proposal, or local execution guidance;
  • the workspace state appears stale, missing, contradictory, or migrated from older workflow material;
  • the user asks for a next prompt, recovery path, or safe operating boundary.

Bootstrap

Follow the common bootstrap in skills get workspace-operations (guidelines/forma-workspace-operations) using this repository's CLI invocation. Reuse current results and load only the guideline needed for this request.

Routing Rules

Stop Rules

Stop at routing guidance when:

  • the user asked for evaluation, explanation, onboarding, or a recommendation only;
  • the target configured space is ambiguous;
  • the operation would promote local-only material without approval for that audience;
  • the next action requires approval under guidelines/proposal-and-dry-run.

Output

Respond with:

  • request classification;
  • relevant configured spaces or files;
  • recommended skill or guideline;
  • one safe next action;
  • actions to avoid until approved.

Completion Criteria

Finish routing when the request class, configured target or unresolved ambiguity, one focused skill, one safe next action, and all applicable stop or approval boundaries are explicit.