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.

skills.sh installs: 679
GitHub stars: 224
last updated: Aug 21, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

Workflow Automation

Core Concepts

1. BPM Fundamentals for Financial Operations

Business process management (BPM) is the discipline of modeling, executing, monitoring, and improving operational processes. In securities operations, BPM applies to every repeatable process that involves multiple steps, multiple participants, or decision points: account opening, account maintenance requests, transfer processing, corporate action elections, reconciliation break resolution, and billing exception handling.

Process modeling. A workflow begins as a process model — a formal representation of the steps, decision points, roles, and data flows in an operational process. The model serves three purposes: (1) it documents how the process works for training, audit, and examination purposes, (2) it provides the blueprint for automation, and (3) it establishes the baseline for measurement and improvement.

SKILL.md on GitHub