Workflow Automation

by JoelLewis

Workflow Automation is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Workflow Automation

Copy Workflow Automation into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/workflow-automation ~/.claude/skills/workflow-automation

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/client-operations/skills/workflow-automation/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/workflow-automation
Collection: One of 25 skills cataloged from this repository
Category: Automation — 2109 skills

What Workflow Automation does

Workflow Automation designs human-in-the-loop orchestration for securities operations, including task routing, approval chains, and SLA monitoring. Use it for maker-checker controls, escalation rules, audit trails, and modeling processes as state machines.

Workflow Automation is cataloged under Automation on DirSkills. Workflow Automation comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

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.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Workflow Automation

What else does JoelLewis publish alongside Workflow Automation?
Workflow Automation is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Workflow Automation does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Workflow Automation compare to other Automation skills?
Workflow Automation ranks #1903 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Workflow Automation against them. Open each page to compare what they document and how they install.