Skip to content

Strengthen persona-driven workflow guidance for recurring reports and compliance audits#43412

Merged
pelikhan merged 3 commits into
mainfrom
copilot/agent-persona-exploration-again
Jul 5, 2026
Merged

Strengthen persona-driven workflow guidance for recurring reports and compliance audits#43412
pelikhan merged 3 commits into
mainfrom
copilot/agent-persona-exploration-again

Conversation

Copilot AI commented Jul 4, 2026

Copy link
Copy Markdown
Contributor

Persona exploration found strong trigger/tool/security choices, but recurring report lifecycle guidance and compliance cadence specifics were inconsistent. This PR tightens those gaps with compact, prescriptive additions in the authoring docs.

  • Recurring report lifecycle defaults (.github/aw/create-agentic-workflow.md)

    • Added a compact checklist for report workflows:
      • close-older-issues default behavior
      • explicit report window requirement
      • required grouping dimensions
      • stable dedup key + duplicate search before issue creation
  • Concrete compliance-audit drift scenario (.github/aw/triggers.md)

    • Added a material-drift example with:
      • preferred cadence (schedule: daily on weekdays + workflow_dispatch)
      • explicit drift definition (control-state changes affecting posture)
      • stable drift key pattern and issue lifecycle behavior
      • noop requirement when no drift exists in-window
  • Non-technical persona coverage (.github/aw/github-agentic-workflows.md)

    • Added a Program Management / stakeholder digest example that standardizes:
      • trigger pairing for recurring + manual runs
      • default output route (create-issue)
      • required window/grouping/dedup fields
      • recurring issue lifecycle (close-older-issues) and empty-window noop
- [ ] enable `close-older-issues: true` for issue-based recurring reports
- [ ] define one explicit report window
- [ ] define grouping dimensions that match audience decisions
- [ ] derive one stable dedup key per scope and window

Copilot AI linked an issue Jul 4, 2026 that may be closed by this pull request
Copilot AI and others added 2 commits July 4, 2026 16:50
Co-authored-by: pelikhan <4175913+pelikhan@users.noreply.github.com>
Co-authored-by: pelikhan <4175913+pelikhan@users.noreply.github.com>
Copilot AI changed the title [WIP] Explore agent persona findings and recommendations Strengthen persona-driven workflow guidance for recurring reports and compliance audits Jul 4, 2026
Copilot AI requested a review from pelikhan July 4, 2026 16:53
@github-actions

github-actions Bot commented Jul 4, 2026

Copy link
Copy Markdown
Contributor

🤖 PR Triage — Run §28715668077

Field Value
Category docs
Risk 🟢 Low
Score 32/100
Impact 16/50
Urgency 10/30
Quality 6/20
Action defer

Strengthens persona-driven workflow guidance. +22/-0 markdown in .github/aw/. Low urgency docs update. Defer until sprint.

Generated by 🔧 PR Triage Agent · 113.5 AIC · ⌖ 13 AIC · ⊞ 5.5K ·

@pelikhan pelikhan marked this pull request as ready for review July 5, 2026 03:15
Copilot AI review requested due to automatic review settings July 5, 2026 03:15
@pelikhan pelikhan merged commit 764d869 into main Jul 5, 2026
1 check passed
@pelikhan pelikhan deleted the copilot/agent-persona-exploration-again branch July 5, 2026 03:15

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

This PR updates the gh-aw authoring guidance to be more prescriptive for recurring reports/digests and compliance-audit “drift” workflows (windows, grouping, dedup keys, lifecycle defaults), and also re-syncs the embedded action pin JSON copies.

Changes:

  • Adds a compact recurring-report lifecycle checklist (window, grouping, dedup key, close-older-issues) to the workflow authoring doc.
  • Adds a concrete “material drift” compliance-audit scenario and a PM/stakeholder digest example, emphasizing windows/grouping/dedup + empty-window noop.
  • Re-syncs/reformats embedded action_pins.json data under pkg/ (format-only / source parity).
Show a summary per file
File Description
pkg/workflow/data/action_pins.json Re-synced embedded action/container pin data formatting to match the .github/aw/actions-lock.json source.
pkg/actionpins/data/action_pins.json Same embedded pin data re-sync for the actionpins package copy.
.github/aw/triggers.md Adds a compliance-audit “material drift” example and related lifecycle/dedup/noop guidance.
.github/aw/github-agentic-workflows.md Adds a non-technical (PM) persona digest example with trigger/output/window/grouping/dedup defaults.
.github/aw/create-agentic-workflow.md Adds a compact recurring-report lifecycle checklist for authoring workflows.

Review details

Tip

Add Copilot custom instructions for smarter, more guided reviews. Learn how to get started.

  • Files reviewed: 3/5 changed files
  • Comments generated: 3
  • Review effort level: Low

Comment thread .github/aw/triggers.md
- reuse a stable deduplication key for the same scope and window
- call `noop` when there are no updates in that window
- **Compliance audit (material drift example)**:
- trigger `schedule: daily on weekdays` as the preferred baseline cadence, and add `workflow_dispatch` for ad hoc reruns

When the request is framed as a PM or stakeholder workflow (for example "weekly product health digest"):

- prefer `schedule: weekly` (or `daily on weekdays` for operational digests) plus `workflow_dispatch` for preview/backfill runs
Comment on lines 1 to +5
{
"entries": {
"actions-ecosystem/action-add-labels@v1.1.3": {
"repo": "actions-ecosystem/action-add-labels",
"version": "v1.1.3",
"sha": "c96b68fec76a0987cd93957189e9abd0b9a72ff1",
"inputs": {
"github_token": {
"description": "A GitHub token.",
"default": "${{ github.token }}"
},
"labels": {
"description": "The labels' name to be added. Must be separated with line breaks if there're multiple labels.",
"required": true
},
"number": {
"description": "The number of the issue or pull request."
},
"repo": {
"description": "The owner and repository name. e.g.) Codertocat/Hello-World",
"default": "${{ github.repository }}"
"entries": {
"actions-ecosystem/action-add-labels@v1.1.3": {
"repo": "actions-ecosystem/action-add-labels",
"version": "v1.1.3",
@github-actions

github-actions Bot commented Jul 7, 2026

Copy link
Copy Markdown
Contributor

🎉 This pull request is included in a new release.

Release: v0.82.3

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Agent Persona Exploration - 2026-07-04

3 participants