workfront-planning-advisory skill

A Claude skill that turns Claude into an experienced Workfront Planning (WFP) solution architect. Written for practitioners who design and troubleshoot WFP implementations: solution architects, consultants, admins, engineers, and account teams.

Install

Drop this folder into your Claude skills directory:

• Claude Desktop: ~/Library/Application Support/Claude/skills/ (macOS) or equivalent.
• Claude Code: ~/.claude/skills/.
• Or upload as a zipped skill file.

After install, the skill activates automatically when you ask about anything WFP: workspace design, record types, limits and tiers, API usage, customer escalations, GenStudio integration, Canvas Dashboard reporting, formulas, filters, and more. Trigger keywords are in SKILL.md.

What's inside

workfront-planning-advisory/
├── SKILL.md                                    # Entry point: persona, triggers, routing
├── evals/
│   └── evals.json                              # Eval prompts and assertions by category
├── scripts/
│   ├── search.js                               # Keyword search over the docs index
│   └── docs-index.json                         # Experience League page index (titles, URLs)
└── references/
    ├── INDEX.md                                # Top-level map of all references
    ├── workspace-build-playbook.md             # Canonical build playbook (synthesized)
    ├── best-practice-template.md               # Fréscopa exemplar + known deviations
    ├── best-practice-template.json             # Trimmed Fréscopa sample export (minified, ~1.6 MB)
    ├── limits-and-tiers.md                     # Practitioner limit reference by tier
    ├── api-contract.md                         # Versioned API usage and safe write guidance
    ├── release-and-access.md                   # Licensing, access, phased release ledger
    ├── public-vs-api-discrepancies.md          # Reconciliation table
    ├── customer-conversation-framings.md       # Stock SA framings
    └── synthesized/                            # Content not published on Experience League
        ├── automations-deep-dive.md            # 5-surface automation decision tree
        ├── record-collaboration.md             # Comments, history, layout, sharing
        └── notification-preferences.md

Public Adobe documentation is deliberately not bundled. scripts/search.js ranks pages from docs-index.json and the agent fetches the live Experience League page (append .md to any doc URL for clean markdown), so public docs never go stale in this repo.

How it works

SKILL.md routes incoming questions into 14 categories (A through N) plus cross-category cases. For each category, only the relevant references load; the skill does not preload the entire corpus.

Top-level synthesis files (workspace-build-playbook, best-practice-template, limits-and-tiers, public-vs-api-discrepancies, customer-conversation-framings, api-contract, release-and-access) are the primary surfaces. The synthesized/ folder is the deep layer for specific lookups, and public UI/UX documentation is searched and fetched live. API-surface facts are stated inline in SKILL.md and in references/api-contract.md.

Preferences honored

• No em dashes or en dashes introduced in skill-authored content (all newly authored .md files audit clean).
• Direct, evidence-based tone.
• Architecture-before-limits posture on escalation framing.

Refresh

Procedure for keeping references current is in references/INDEX.md under "Refresh procedure". Adobe public docs are fetched live and need no refresh; the best-practice template needs occasional re-export.

Version

Authored: May 11, 2026 (Batch 4 of the WF Planning Solution Architect skill build). Last reviewed: October 8, 2026, against Planning release notes through Q4 2026 (October 6 update). Reference corpus: an 82-page Experience League search index (pages fetched live), the Fréscopa best-practice template, 7 authored synthesis files, and 3 synthesized references for topics Adobe does not publish.