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docs(factories): Skills primitive page, Automations rename, factory sizing guidance - #632

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docs(factories): Skills primitive page, Automations rename, factory sizing guidance#632
rachaelrenk merged 12 commits into
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Summary

A pass through the Warp Factories docs to close two gaps flagged by HYC: the glossary and page structure didn't fully reflect the primitive-based product philosophy (Factory, Agents, Skills, Automations, Runners, Scorers), and no page stated the team's settled "one factory per product surface, not per workflow" sizing guidance. Scope was narrowed after research showed the Factories tab (launched 2026-08-18) already documents most primitives in depth — this PR closes the remaining, specific gaps rather than reworking the section.

Changes

.agents/references/terminology.md

  • Added glossary entries for automation, runner, and scorer, matching how those primitives are already defined and used in factory-as-code.mdx, infrastructure-and-security.mdx, and measure-and-improve.mdx.

src/content/docs/factories/index.mdx

  • Added explicit sizing guidance: one factory per product surface, not per workflow; specialize via agents and skills, not by deploying more factories over the same repos.
  • Linked "skills" mentions to the new Factory skills page.

src/content/docs/factories/factory-skills.mdx (new)

  • New conceptual page for the Skills primitive: factory-wide (skills/**) vs. per-agent (agents/<name>/skills/**) scoping, built-in skills every default agent ships with, when to add a custom skill, and how self-improvement can propose skill changes.
  • Added to the sidebar under Factory configuration, alongside Factory agents.

src/content/docs/factories/automations.mdx (renamed from automation-filters.mdx)

  • Renamed and reframed as the Automations primitive's conceptual page (was framed narrowly as a filters reference). Content is otherwise close to as-is, pending a later editorial pass.
  • Moved the sidebar entry from Integrations to Factory configuration, alongside Factory agents and Factory skills.
  • Added a vercel.json redirect from /factories/automation-filters to /factories/automations.

src/content/docs/factories/quickstart.mdx, connect-your-factory.mdx

  • Cross-linked the new sizing guidance at the point a reader is choosing repos or a new work source.

src/content/docs/factories/factory-agents.mdx, factory-as-code.mdx

  • Repointed skills references to the new Factory skills page.

src/content/docs/factories/troubleshooting.mdx, integrations/{slack,github,linear,jira}.mdx

  • Updated all cross-references to the renamed Automations page.

src/sidebar.ts

  • Added Factory skills; moved Automations from Integrations to Factory configuration; removed the now-stale rationale comment for keeping it under Integrations.

src/content/docs/guides/agent-workflows/{build-a-triage-agent,write-product-and-tech-specs-with-agents,set-up-a-software-factory,run-a-software-factory-in-the-cloud}.mdx

  • Cross-linked each DIY "software factory" guide to the specific Factories primitive page that parallels what it teaches (Factory agents' Triage/Spec roles, the new Factory skills page, Automations, and Infrastructure and security), instead of only the generic Factories overview. build-a-self-improving-agent.mdx already linked to a specific anchor, so it's unchanged.

.agents/skills/check_for_broken_links/check_links.py

  • Fixed a bug in slugify_heading() that stripped placeholder text like <name> in headings such as `automations/<name>/automation.md` as if it were live JSX/HTML, even inside a backtick code span. Verified against the deployed preview's actual rendered id attributes, which retain the placeholder (e.g. automationsnameautomationmd). This was failing this PR's CI "Build, link-check, audit" job on an otherwise-correct link.
  • Fixed a pre-existing broken link in factory-as-code.mdx (#runnersyaml#runnersnameyaml) found via the same root cause, unrelated to this PR's original diff.

Language pass (factories/index.mdx, quickstart.mdx, connect-your-factory.mdx, factory-skills.mdx, and the 4 DIY guides)

  • Addressed review feedback that several new passages read as AI-generated, then did a broader top-to-bottom pass over every new/touched file for the same issue plus general wordiness and scannability. Notably: the sizing-guidance paragraph on index.mdx became a "Sizing a factory" subheading with a bulleted example list instead of one long sentence; a repeated "the managed product's X" formula was removed from every guide's Next steps bullets, not just the one flagged; and a couple of semicolon-heavy "X; Y" / "X, not Y: Z" constructions were rewritten more plainly.

Copy-editing pass (automations.mdx, connect-your-factory.mdx, factory-skills.mdx, quickstart.mdx, how-factories-work.mdx, integrations/{slack,github,linear,jira}.mdx)

  • Simplified integration guide phrasing ("covers the steps for editing filters" → "see Automations") across all four integration pages.
  • Rewrote automations.mdx's frontmatter description, opening paragraph, filters paragraph, and "How matching works" intro for brevity; renamed the "Filters route work; they don't restrict access" heading to "Filters don't control access" and converted an em dash to a colon.
  • Tightened connect-your-factory.mdx's opening and "Each source feeds into..." passages; renamed a table column from "Where follow-ups continue" to "Continues in".
  • Rewrote factory-skills.mdx's frontmatter description and opening paragraph so they don't repeat each other, and moved the Early Access note to immediately after the frontmatter.
  • Applied the reviewer's suggested wording verbatim to the quickstart.mdx sizing callout.
  • Added a one-line cross-reference to the sizing guidance from how-factories-work.mdx, since it previously didn't mention sizing at all.
  • Fixed a stale anchor in jira.mdx left over from the automations.mdx heading rename.

Event-slug cross-links (integrations/{slack,github,linear}.mdx)

  • Added a one-line pointer from each page's trigger section to the canonical event: value list in factory-as-code.mdx, closing a gap where the per-integration pages named triggers by prose/UI label only, with no way to find the exact value to write in an automation.md file. jira.mdx and gitlab.mdx already state their event slugs inline, so they're unchanged.

Open questions

  • While closing the event-slug gap above, I couldn't confidently map every UI-level trigger label to its underlying event: slug from the docs alone, so I linked to the existing reference table instead of restating it per page. Two spots are worth a second pair of eyes: on github.mdx, whether "a re-run of a Warp check" corresponds to check_run_rerequested, check_suite_rerequested, or both; and on slack.mdx, which of message_dm, message_im, and message_mpim "Direct message received" is meant to cover. Flagging here rather than guessing at the mapping.

Unverified claims

None — this PR only reorganizes and adds glossary/conceptual content grounded in already-published Factories docs (factory-as-code.mdx, factory-agents.mdx, factory-dashboard.mdx, measure-and-improve.mdx). No new UI labels, Settings paths, CLI flags, or plan-eligibility claims were introduced.

Additional context

  • Validated with style_lint.py --all (zero errors in touched files), npm run build (clean), and check_for_broken_links/check_links.py --internal-only (zero broken links across all 380 pages) after each round of edits.

Co-Authored-By: Warp agent@warp.dev

…sizing guidance

- Add automation, runner, and scorer entries to the Warp Factories
  glossary in terminology.md.
- State the 'one factory per product surface, not per workflow' sizing
  guidance explicitly on the Factories overview, cross-linked from the
  quickstart and Connect your factory pages.
- Add a new Factory skills page covering skills/** vs. agents/<name>/skills/**
  scoping, built-in skills, and when to add a custom one.
- Rename Automation filters to Automations and reposition it under Factory
  configuration as that primitive's conceptual home (was nested under
  Integrations); update the sidebar, cross-references, and add a redirect.

Co-Authored-By: Warp <agent@warp.dev>
@cla-bot cla-bot Bot added the cla-signed label Aug 25, 2026
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I'm starting a first review of this pull request.

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Overview

This PR adds a Factory skills page, renames Automation filters to Automations, updates Factories IA/sidebar placement, and adds sizing guidance for when to create separate factories. The rename, redirect, and cross-linking approach mostly fits the docs structure, and I did not find security issues in the content/config changes.

Concerns

  • The new Factory skills page says GitLab-backed definitions can be edited by opening a pull request, but the existing factory-as-code and GitLab integration docs say definition repositories are Warp-managed or GitHub-hosted only, with GitLab not yet supported as a definition host.

Verdict

Found: 0 critical, 1 important, 0 suggestions

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Comment thread src/content/docs/factories/factory-skills.mdx Outdated
@rachaelrenk
rachaelrenk removed the request for review from dannyneira August 25, 2026 21:19
@rachaelrenk rachaelrenk self-assigned this Aug 25, 2026
rachaelrenk and others added 2 commits August 25, 2026 15:38
Co-authored-by: warp-for-oss[bot] <277970191+warp-for-oss[bot]@users.noreply.github.com>
@warp-agent-staging warp-agent-staging Bot added the warpy-factory Opened by the Warp factory agents label Aug 25, 2026

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Review

Reviewed the Factory skills page, Automations rename, navigation move, redirect, glossary additions, and all updated cross-links against the factory definition schema and existing factory documentation.

Validation passed: GitHub CI is green, npm run build completed successfully, and the internal-link checker found 0 broken links across 3,927 internal links. The full style lint currently reports 1,368 repository-baseline findings; its PR-scoped output contained only a pre-existing meta-opener in a touched file and known glossary false positives, with no new actionable finding in this diff.

Approve

Comment thread src/content/docs/factories/integrations/github.mdx Outdated
Comment thread src/content/docs/factories/automations.mdx Outdated
Comment thread src/content/docs/factories/automations.mdx Outdated
Comment thread src/content/docs/factories/index.mdx Outdated
Comment thread src/content/docs/factories/quickstart.mdx Outdated
rachaelrenk and others added 2 commits August 25, 2026 17:22
- factory-skills.mdx: correct definition-repo editing to GitHub-backed only;
  GitLab is not yet a supported definition host.
- integrations/github.mdx: remove unnecessary bold on 'GitHub' in prose.
- automations.mdx: reword frontmatter description ('from a trigger'); fix
  the automation.md heading anchor to #automationsnameautomationmd, verified
  against the deployed preview.
- index.mdx: split the overloaded sizing-guidance sentence into two.
- quickstart.mdx: move the sizing-guidance addition into a :::note callout.

Co-Authored-By: Warp <agent@warp.dev>
…s primitives

Each DIY guide already pointed to the Warp Factories overview as the
managed alternative. Add more specific cross-links to the primitive page
that parallels what each guide teaches:

- build-a-triage-agent.mdx: Factory agents (Triage role) and the new
  Factory skills page.
- write-product-and-tech-specs-with-agents.mdx: Factory agents (Spec role).
- set-up-a-software-factory.mdx: Automations (the label-based state
  machine's managed equivalent) and Factory agents (all four roles).
- run-a-software-factory-in-the-cloud.mdx: Infrastructure and security.

build-a-self-improving-agent.mdx already links to the specific
Self-improvement anchor, so it's left unchanged. No sizing-guidance
callouts added to these guides -- they build one role/repo at a time, so
factory-sizing isn't a relevant concept at that scope.

Co-Authored-By: Warp <agent@warp.dev>
slugify_heading() stripped anything matching <...> before unwrapping
code spans, so a heading like `automations/<name>/automation.md`
lost its <name> placeholder and produced #automationsautomationmd
instead of the anchor Starlight actually renders.

Verified against the deployed preview's real heading id attributes:
  agents/<name>/agent.md         -> #agentsnameagentmd
  automations/<name>/automation.md -> #automationsnameautomationmd
  runners/<name>.yaml            -> #runnersnameyaml

This was failing CI on this PR (the link-check job runs this exact
script) even though the link in automations.mdx was already correct.
Also fixes a pre-existing broken link in factory-as-code.mdx that used
the old, incorrect #runnersyaml anchor -- unrelated to this PR's diff,
found while investigating the same root cause.

Co-Authored-By: Warp <agent@warp.dev>
Comment thread src/content/docs/factories/factory-skills.mdx Outdated
Comment thread src/content/docs/factories/factory-skills.mdx Outdated
Comment thread src/content/docs/factories/factory-skills.mdx Outdated
Comment thread src/content/docs/factories/factory-skills.mdx Outdated
…nability

Per HYC's review feedback on the PR, plus a broader top-to-bottom pass over
every new/touched file for the same issues:

- factories/index.mdx: replaced the dense sizing paragraph with a new
  'Sizing a factory' subheading and a bulleted list of concrete examples,
  instead of one long sentence stacking an em-dash clause and a
  parenthetical.
- factories/quickstart.mdx: added a concrete example to the sizing callout.
- factories/connect-your-factory.mdx: rewrote two AI-sounding passages
  (semicolon-heavy 'X; Y' construction, 'Filters route work, not access: ...'
  aphorism) into plainer sentences, cutting a point already covered in full
  on the Automations page.
- factory-skills.mdx: tightened three more passages (nominalizations,
  redundant parentheticals) beyond the earlier review-comment fixes.
- The 4 DIY guides: removed the repeated 'the manage- The 4 DIY guides: removed the repeated 'the manage- The 4 DIY guides: removed the repeated 'the manage- The 4 DIY guides: removed the repeated 'the muthored-By: Warp <agent@warp.dev>
## Configure Linear triggers

Agent sessions cover explicit requests. To start work automatically from issue and comment activity too, add an automation with a **Linear** trigger for one of these events: **Issue created**, **Issue labeled**, **Issue state changed**, **Issue assigned**, or **Comment created**. [Automation filters](/factories/automation-filters/#edit-filters-on-an-automation) covers the steps.
Agent sessions cover explicit requests. To start work automatically from issue and comment activity too, add an automation with a **Linear** trigger for one of these events: **Issue created**, **Issue labeled**, **Issue state changed**, **Issue assigned**, or **Comment created**. [Automation filters](/factories/automations/#edit-filters-on-an-automation) covers the steps.

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Let's not use "covers the steps" language. Either be specific, "To learn how to [blank], see [article]" or be generic but consistent, "To learn more, see [article]".

description: >-
Automation filters decide which events from connected tools start factory
runs: matching rules, per-source filters, and what filters don't control.
An automation starts factory runs from a trigger, routes them to an agent,

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"filters which events qualify" sounds awkward. What about "..filters by qualifying events". Does that make sense/is that accurate to say?

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i wonder if we can just not call them filters externally? is there a better name for this perhaps? we can fix in a separate PR as well

---

Automation filters decide which events from your connected tools start factory work. Every trigger on a [factory automation](/factories/connect-your-factory/) carries filters — conditions such as a repository, channel, team, project, label, or author — and an event starts a run only when it matches them. Filters let a factory watch busy channels and repositories without acting on everything in them.
An **automation** is a factory resource that starts runs: it declares one or more triggers (an event from a connected tool, or a schedule), the agent that handles the run, and, for connected-tool triggers, the filters that decide which events qualify. Every default automation Warp creates when you connect a provider, and every custom one you add, is this same resource. See [`automations/<name>/automation.md`](/factories/factory-as-code/#automationsnameautomationmd) for the full schema.

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Does this align with marketing language on the marketing website and blog? Is this the most plain language and direct way of defining an automation in the first sentence? I ask because "factory resource" sounds a bit vague, but maybe that's standard and easily understood by our audience? Is it necessary to say ", for connected-tool triggers," --or can we remove that and simplify the sentence?

Automation filters decide which events from your connected tools start factory work. Every trigger on a [factory automation](/factories/connect-your-factory/) carries filters — conditions such as a repository, channel, team, project, label, or author — and an event starts a run only when it matches them. Filters let a factory watch busy channels and repositories without acting on everything in them.
An **automation** is a factory resource that starts runs: it declares one or more triggers (an event from a connected tool, or a schedule), the agent that handles the run, and, for connected-tool triggers, the filters that decide which events qualify. Every default automation Warp creates when you connect a provider, and every custom one you add, is this same resource. See [`automations/<name>/automation.md`](/factories/factory-as-code/#automationsnameautomationmd) for the full schema.

Automation filters decide which events from your connected tools start factory work. Every trigger on an automation carries filters — conditions such as a repository, channel, team, project, label, or author — and an event starts a run only when it matches them. Filters let a factory watch busy channels and repositories without acting on everything in them.

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How about this?

Suggested change
Automation filters decide which events from your connected tools start factory work. Every trigger on an automation carries filters — conditions such as a repository, channel, team, project, label, or author and an event starts a run only when it matches them. Filters let a factory watch busy channels and repositories without acting on everything in them.
Automation filters decide which events from your connected tools start factory work. Every trigger on an automation carries filters (e.g., a repository, channel, team, project, label, or author) and an event starts a run only when it matches them. Filters let a factory watch busy channels and repositories without acting on everything in them.

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Suggested change
An event starts an automation only when it matches the trigger's provider, event type, and filters:

@rachaelrenk rachaelrenk Aug 27, 2026

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Revise this H2. Make it shorter and remove the semicolon, should just be one direct, descriptive header. To do this we should really identify what the core goal and purpose is of this section: what's the key takeaway, and how can we say that most briefly so that the pertinent information is immediately obvious?

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Revise to remove em dash.

@@ -9,6 +9,8 @@ sidebar:

Connect your factory to the tools where your team already discusses, tracks, and reviews work. Wherever work starts, the factory keeps the original context — the thread, issue, or pull request — and posts results back to the same place.

@rachaelrenk rachaelrenk Aug 27, 2026

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Let's make the clause within em dashes a parenthetical clause instead. Also introduce the word "source" so that it ties to the next paragraph. Something like, "the factory keeps original context from that source (the thread, issue, or pull request), and posts results in the same place."


Connect your factory to the tools where your team already discusses, tracks, and reviews work. Wherever work starts, the factory keeps the original context — the thread, issue, or pull request — and posts results back to the same place.

Every source below feeds into this factory's repositories. If the work belongs to a different product surface, [start a new factory](/factories/#sizing-a-factory) for it instead.

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Since it's referencing the

Suggested change
Every source below feeds into this factory's repositories. If the work belongs to a different product surface, [start a new factory](/factories/#sizing-a-factory) for it instead.
Each source feeds into this factory's repositories. If the work belongs to a different product surface, [start a new factory](/factories/#sizing-a-factory) for it instead.

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"Where follow-ups continue" is awkward. What are we really trying to say here, as plainly as possible? Where the foreman conversation happens?

---
title: Factory skills
description: >-
Skills give a factory's agents repeatable, version-controlled procedures,

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might flow better as:
"Skills give a factory's agents repeatable, version-controlled procedures that can be shared across every agent or scoped to just one."

label: "Factory skills"
---

A skill is a reusable, version-controlled procedure an agent can follow. It tells an agent what to check, how to classify results, what to produce, and when to escalate. In a factory, skills are how you extend or override what the [default agents](/factories/factory-agents/) already know how to do, without editing their prompts directly.

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First line is almost a direct repeat of the description.

Description: "Skills give a factory's agents repeatable, version-controlled procedures,"

Line 10: "A skill is a reusable, version-controlled procedure"

Also "already know how to do" is a bit wordy. Is there another more concise, but accurate, way to say this? Maybe even:
"In a factory, skills are how you extend or override default agents, without editing their prompts directly"


A skill is a reusable, version-controlled procedure an agent can follow. It tells an agent what to check, how to classify results, what to produce, and when to escalate. In a factory, skills are how you extend or override what the [default agents](/factories/factory-agents/) already know how to do, without editing their prompts directly.

:::note

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Move this note to the very top of the page, just after the front matter. To be consistent with this same note placement in the other factory docs.


A skill changes what an agent knows how to do, not what it can reach. To scope access, configure the agent's [secrets](/platform/secrets/) and [MCP servers](/platform/mcp/) — see [factory agents](/factories/factory-agents/#configure-agent-behavior) and [infrastructure and security](/factories/infrastructure-and-security/#credential-boundaries).

## Add or edit a skill

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Should we swap the order of this section ## Add or edit a skill and the previous section, ## When to add a custom skill? Seems you would want to learn how to add first then understand when to use that functionality.

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i agree with that

3. On **Select your repos**, search for and select the repositories the factory works in, then click **Add repos**. Start with one or two. Every agent in the factory shares this repo set, so a focused set keeps their context tight, and you can add more later.

:::note
Group repositories by product surface, not by team or task — for example, all the repos behind one application. See [sizing a factory](/factories/#sizing-a-factory) before adding a repository another factory already covers.

@rachaelrenk rachaelrenk Aug 27, 2026

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Is there another way to say "...a repository another factory already covers". "Covers" is an odd verb. Isn't it really a repo associated with a factory, or added to a factory?

Suggested change
Group repositories by product surface, not by team or task — for example, all the repos behind one application. See [sizing a factory](/factories/#sizing-a-factory) before adding a repository another factory already covers.
Group repositories by product surface, not by team or task. For example, group all the repos behind one application. See [sizing a factory](/factories/#sizing-a-factory) before adding a repository another factory already covers.

- Simplify integration guide phrasing pointing to Automations
- Rewrite automations.mdx opening, filters paragraph, and H2 heading
  for clarity and brevity (em dash and semicolon cleanup)
- Tighten connect-your-factory.mdx wording and rename a table column
- Rewrite factory-skills.mdx description/intro, move Early Access note
  right after frontmatter
- Apply reviewer-suggested sizing callout text in quickstart.mdx
- Add cross-reference to factory sizing guidance from
  how-factories-work.mdx
- Fix stale anchor in jira.mdx after automations.mdx heading rename

Co-Authored-By: Warp <agent@warp.dev>
Replace em dash with a colon in the "What each source can filter on"
intro sentence, per review feedback.

Co-Authored-By: Warp <agent@warp.dev>
The Slack, GitHub, and Linear integration pages describe triggers by
prose/UI label only, with no pointer to the exact `event:` value each
one maps to in an automation.md file. Add a one-line cross-link from
each page's trigger section to the existing event-slug list in
factory-as-code.mdx, rather than duplicating those slugs on every
page. Jira and GitLab already state their event slugs inline, so they
are unchanged.

Co-Authored-By: Warp <agent@warp.dev>
@rachaelrenk

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While adding cross-links from the Slack/GitHub/Linear integration pages to the canonical event: slug list in factory-as-code.mdx (per the Slack thread noting these slugs weren't discoverable from the integration pages), I ran into two mappings I couldn't confidently resolve from the docs alone, so I linked to the existing reference table rather than guessing at a per-page mapping:

  • github.mdx - The "Supported triggers" table's "Code and CI" row says "a re-run of a Warp check." factory-as-code.mdx lists both check_run_rerequested and check_suite_rerequested. Does "a re-run of a Warp check" cover both, or just one?
  • slack.mdx - The "Direct message received" trigger. factory-as-code.mdx lists three DM-related slugs: message_dm, message_im, and message_mpim. Which of these (or which combination) does "Direct message received" correspond to?

Could someone with product/engineering context confirm these two mappings? Once confirmed, I can add the exact slugs inline on those two pages instead of just linking out.

@rachaelrenk
rachaelrenk merged commit 3434130 into main Aug 27, 2026
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rachaelrenk deleted the rrenk/factory-primitive-docs branch August 27, 2026 21:23
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