glossary · The process

Workflow policy

definition

A workflow policy is a reusable governance rule attached to workflows and delivered to the agent inside the step it is currently executing, so the rule is in context at the moment it applies.

in one line: A rule delivered inside the step where it applies.

in context

Where does a workflow policy fit?

Edit once. Every run hears it. The rule lives in one place and arrives with the step it governs.

edit the ruleonce
runs in flightmany
next steprule inside
AI actswith the rule
two ways to say it

What is a workflow policy, in plain words?

Same idea at two depths: the plain version, then what the engine actually does.

Rules pasted into prompts go stale as the prompts get copied. A policy lives in one place and shows up inside the step where it applies.

A policy tells the AI. It does not stop it. Stopping is the gate's job.

for engineers

Reusable governance text, global or scoped to a template, injected into the step response when it is read.

Create once, assign many. An edit reaches every run at its next step. Policies inform; gates block.

the longer answer

Why does a workflow policy matter?

Policies solve the distribution problem of standards: rules pasted into system prompts drift as prompts are copied and edited, and rules in a handbook are wherever the agent is not. A policy lives in one place, is assigned to the workflows it governs, and arrives inside the active step's payload.

The operational consequence is instant propagation: edit the policy once and every run in flight picks it up at its next step. No template surgery, no redeploy, no memo.

Policies inform; they do not block. The blocking primitive is the gate. A governance design that is honest about that split puts rules in policies and stop-points in gates, and never claims one does the other's job.

A good policy is short, specific and scoped. "Commit messages follow the conventional format", assigned to the workflows that commit, beats a page of standards attached everywhere. Scope keeps each step small, so the rule the agent needs is not buried among rules that do not apply to what it is doing. Policies also give a team one place to answer which rules the agents follow: read the policy list, not every prompt.

in convops

How does a workflow policy work in ConvOps?

In ConvOps, a policy is reusable governance text, global to the workspace or scoped to particular workflow templates. You create it once and assign it to many workflows; when the agent reads a step, the applicable policies are injected into that step's response. An edit reaches every run in flight at its next step. Policies inform the agent; gates are what block. Because policies are text the agent reads, they work in every client without any client-side setup.

questions

What do people ask about a workflow policy?

What is the difference between a workflow policy and a gate?

A policy is text the agent reads: a rule to follow. A gate is a condition the engine checks before the run moves on. Policies inform, gates block. Put rules in policies and stop points in gates.

How is a policy different from a rule in CLAUDE.md?

A CLAUDE.md rule is loaded into every session whether it applies or not. A ConvOps policy is assigned to specific workflows and arrives inside the step it governs, so the agent sees it when it is relevant. Editing it once updates every run at its next step.

Do workflow policies work in every AI client?

Yes. In ConvOps a policy is delivered as part of the step text over MCP, so every connected client receives it without any client-side setup.