sf-agent-framework/sf-core/tasks/create-doc.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Create Document Task

This task helps you create documents from templates with advanced elicitation
and LLM instruction support.

## Purpose

Enable agents to create structured documents from templates with:

- Variable replacement
- Conditional content
- LLM instruction embedding
- Progressive disclosure
- User feedback loops

## Usage

When an agent needs to create a document:

1. **Load Template**: Agent loads the appropriate template file
2. **Gather Information**: Use elicitation to fill template variables
3. **Process Conditionals**: Evaluate conditional sections based on context
4. **Generate Content**: Create the document following LLM instructions
5. **Review & Refine**: Allow user to review and request changes

## Template Processing

### Variables

- Replace `{{variable_name}}` with gathered values
- Support nested variables like `{{project.name}}`
- Handle arrays with `{{items[0].name}}`

### Conditionals

```
^^CONDITION: condition_name^^
Content shown when condition is true
^^/CONDITION: condition_name^^
```

### LLM Instructions

```
[[LLM: Present this section first, gather feedback, then continue]]
```

### Repeatable Sections

```
<<REPEAT section="item" count="{{item_count}}">>
Repeated content for each item
<</REPEAT>>
```

## Process Steps

1. **Template Selection**
   - Identify appropriate template based on document type
   - Load template from templates/ directory
   - Parse structure and identify variables

2. **Information Gathering**
   - Use advanced elicitation for complex sections
   - Collect all required variables
   - Validate data formats and completeness

3. **Content Generation**
   - Process template section by section
   - Follow LLM instructions for presentation order
   - Apply conditionals based on context
   - Expand repeatable sections as needed

4. **Quality Assurance**
   - Review generated content for completeness
   - Check against relevant checklists
   - Ensure all variables replaced
   - Validate formatting and structure

5. **User Review**
   - Present completed document
   - Offer elicitation options for refinement
   - Apply requested changes
   - Finalize when approved

## Integration Points

- **Templates**: All document templates in templates/ directory
- **Checklists**: Quality validation for document types
- **Elicitation**: Advanced techniques for content gathering
- **Agents**: Available to all agents for document creation

## Success Criteria

- All variables properly replaced
- Conditional logic correctly applied
- LLM instructions followed
- Document passes quality checks
- User approves final output