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
- Use guidelines/proposal-and-dry-run when the request may change shared content, task state, release evidence, config, schemas, views, guidelines, or skill metadata.
- Use guidelines/content-maintenance when the user approved Markdown authoring, content placement, capture, cleanup, or promotion.
- Use guidelines/task-selection when the user asks about next tasks, readiness, task metadata, delivery state, board moves, or a named Task implementation/review.
- Use guidelines/workspace-audit-and-reporting when the user asks for workspace status, health, schema consistency, stale content, task metadata issues, or a report.
- Use guidelines/local-worklist-and-execution when the user asks to manage member-local work, logs, drafts, or execution notes.
- Use guidelines/forma-product-model-and-configuration-fidelity when a request changes or interprets Forma concepts, configuration, reserved identifiers, path behavior, classification, or publication boundaries.
- Use guidelines/forma-runtime-cache-and-performance for workspace loading, caches, snapshots, static generation, or performance changes.
- Use project-specific guidelines such as guidelines/dependency-governance only when their topic appears in the task or inspected target.
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.