Step 3 — the template: a questionnaire and a workflow
The template is one markdown file whose frontmatter is the machine-readable half of our notation format: a questionnaire graph (what we ask) and a workflow graph (what we do). The Nest questionnaire is seven answers, in order.
From notation_templates/united_states/nevada/state/business_associations/entity_formation.md:
questionnaire:
BEGIN:
_: client_name
client_name:
_: client_email
client_email:
_: entity_name
entity_name:
_: registered_agent
registered_agent:
_: management_structure
management_structure:
_: managing_members
managing_members:
_: formation_date
formation_date:
_: END
END: {}
And here is the workflow — the LLC formation dissected into small, named, modular steps. Each state is a noun in our glossary; each transition is a signal some handler fires. This graph is the product.
From notation_templates/united_states/nevada/state/business_associations/entity_formation.md:
workflow:
BEGIN:
intake_submitted: intake_persisted__organizer
intake_persisted__organizer:
articles_rendered: staff_review
staff_review:
approved: document_open__articles_pdf
rejected: END
document_open__articles_pdf:
pdf_persisted: sent_for_signature__pending
sent_for_signature__pending:
signature_received: filing__nv_sos
signature_declined: END
filing__nv_sos:
filed: END
END: {}