Workflow Automation

This covers the full lifecycle of building structured workflows for securities operations, from modeling processes in BPMN to implementing task routing, approval chains, and SLA monitoring. You'll want it when you're replacing email and spreadsheet tracking with something that actually enforces who approves what at which dollar threshold, or when you need audit trails that satisfy SEC Rule 17a-3 recordkeeping requirements. The real value is in the specifics: state machine modeling for transfer requests, workload-based assignment strategies, and how to measure whether your workflow is actually working through cycle time and queue depth metrics.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill workflow-automation --agent claude-code