Use when a sales workflow needs single-company customer background research, buyer/contact discovery, email verification, lead-fit scoring, source-backed outreach angles, or company dossier generation.

2026-06-0215

name	workflow-engine
description	工作流引擎 - 通用规则引擎，用于编排跨系统自动化流程（邮件→AI 意图识别→规则匹配→动作执行）。支持事件驱动、规则匹配、动作编排、分支循环控制流。

Workflow Engine - 工作流引擎

功能概述

workflow-engine 是一个通用的工作流规则引擎，用于编排跨系统自动化流程。

核心能力：

事件驱动 - 支持 5 种核心业务事件（邮件/报价单/客户/订单/跟进记录）
规则匹配 - 基于条件表达式的智能规则匹配
动作编排 - 支持 8 种动作类型，可编排复杂工作流
控制流 - 支持分支（branch）和循环（loop）
可扩展 - 插件化架构，易于添加新事件/动作类型

适用场景：

邮件自动处理（询盘→报价→跟进）
客户生命周期管理（新客户→活跃→休眠）
订单状态追踪（下单→生产→发货→回款）
跨系统自动化（OKKI + 邮件 + 报价单 + 物流）

安装说明

目录位置

/path/to/your/.openclaw/workspace/monorepo/super-sales-agent/skills/workflow-engine/

依赖安装

cd /path/to/your/.openclaw/workspace/monorepo/super-sales-agent/skills/workflow-engine
npm install

依赖项

ajv - JSON Schema 验证
Node.js 18+

配置说明

主配置文件

config/rules/*.json - 规则配置文件

示例： config/rules/email-rules.json

[
  {
    "id": "vip-inquiry-auto-reply",
    "name": "VIP 客户询盘自动回复",
    "priority": 90,
    "enabled": true,
    "trigger": {
      "event_type": "email_received",
      "conditions": {
        "type": "all",
        "checks": [
          {"field": "payload.intent", "operator": "equals", "value": "inquiry"},
          {"field": "payload.customer.tier", "operator": "equals", "value": "vip"}
        ]
      }
    },
    "actions": [
      {"type": "generate_quotation", "config": {...}},
      {"type": "send_email", "config": {...}},
      {"type": "create_okki_trail", "config": {...}}
    ]
  }
]

环境变量（可选）

# .env 文件
WORKFLOW_RULES_DIR=./config/rules
WORKFLOW_SCHEMAS_DIR=./schemas
WORKFLOW_DRY_RUN=false

使用方式

Node.js API

const { RuleEngine } = require('./lib/rule-engine');

// 创建引擎实例
const engine = new RuleEngine({
  rulesDir: './config/rules',
  schemasDir: './schemas',
  dryRun: false
});

// 初始化（加载规则）
await engine.initialize();

// 处理事件
const event = {
  type: 'email_received',
  payload: {
    intent: 'inquiry',
    customer: { tier: 'vip', id: 'okki_123' },
    from: 'vip@customer.com'
  }
};

const result = await engine.handleEvent(event);
console.log(`Matched: ${result.matched}, Executed: ${result.executed}`);

命令行工具

# 运行规则引擎
node cli/workflow-cli.js run --event event.json

# 验证规则配置
node cli/workflow-cli.js validate --rules config/rules/

# 列出已加载的规则
node cli/workflow-cli.js list-rules

# Dry-run 测试
node cli/workflow-cli.js run --event event.json --dry-run

OpenClaw 集成

// 在 OpenClaw Agent 中使用
const { RuleEngine } = require('workflow-engine');

const engine = new RuleEngine();
await engine.initialize();

// 监听邮件事件
engine.on('event:received', (event) => {
  if (event.type === 'email_received') {
    // 自动处理邮件
  }
});

核心概念

事件（Event）

触发规则执行的业务事件。

5 种核心事件类型：

事件类型	说明	触发场景
`email_received`	收到邮件	IMAP 收到新邮件
`quotation_sent`	报价单已发送	报价单生成并发送
`customer_created`	客户创建	OKKI 创建新客户
`order_updated`	订单更新	OKKI 订单状态变更
`trail_created`	跟进记录创建	OKKI 创建跟进记录

规则（Rule）

定义何时触发和执行什么动作。

规则结构：

{
  "id": "rule-id",
  "name": "规则名称",
  "priority": 50,
  "enabled": true,
  "trigger": {
    "event_type": "email_received",
    "conditions": {...}
  },
  "actions": [...]
}

动作（Action）

规则匹配后执行的具体操作。

8 种核心动作类型：

动作类型	说明	配置参数
`send_email`	发送邮件	to, template, variables
`create_okki_trail`	创建 OKKI 跟进	customer_id, trail_type, content
`generate_quotation`	生成报价单	customer_id, template, items
`update_customer`	更新客户	customer_id, fields
`call_api`	调用 API	url, method, headers, body
`wait`	等待	duration_minutes
`branch`	分支	condition, true_actions, false_actions
`loop`	循环	items, action

规则语法

条件表达式

支持的运算符：

运算符	说明	示例
`equals`	等于	`{"field": "payload.intent", "operator": "equals", "value": "inquiry"}`
`not_equals`	不等于	`{"field": "payload.tier", "operator": "not_equals", "value": "vip"}`
`greater_than`	大于	`{"field": "payload.amount", "operator": "greater_than", "value": 10000}`
`less_than`	小于	`{"field": "payload.amount", "operator": "less_than", "value": 1000}`
`contains`	包含	`{"field": "payload.subject", "operator": "contains", "value": "urgent"}`
`regex`	正则匹配	`{"field": "payload.from", "operator": "regex", "value": ".*@vip\\.com$"}`
`exists`	字段存在	`{"field": "payload.attachments", "operator": "exists", "value": true}`

逻辑组合

{
  "type": "all",  // AND 逻辑
  "checks": [
    {"field": "payload.intent", "operator": "equals", "value": "inquiry"},
    {"field": "payload.customer.tier", "operator": "equals", "value": "vip"}
  ]
}

{
  "type": "any",  // OR 逻辑
  "checks": [
    {"field": "payload.amount", "operator": "greater_than", "value": 50000},
    {"field": "payload.customer.tier", "operator": "equals", "value": "vip"}
  ]
}

变量引用

${payload.customer.email}
${context.last_contact_days}
${actions[0].quotation_no}

内置函数

daysSince("2026-01-01")  // 计算天数
contains("Hello", "ell") // 检查包含
matches("abc123", "\\d+") // 正则匹配

完整示例

示例 1：VIP 客户询盘自动回复

{
  "id": "vip-inquiry-auto-reply",
  "name": "VIP 客户询盘自动回复",
  "priority": 90,
  "enabled": true,
  "trigger": {
    "event_type": "email_received",
    "conditions": {
      "type": "all",
      "checks": [
        {"field": "payload.intent", "operator": "equals", "value": "inquiry"},
        {"field": "payload.customer.tier", "operator": "equals", "value": "vip"}
      ]
    }
  },
  "actions": [
    {
      "type": "generate_quotation",
      "config": {
        "customer_id": "${payload.customer.id}",
        "template": "vip-standard"
      }
    },
    {
      "type": "send_email",
      "config": {
        "to": "${payload.from}",
        "template": "vip-inquiry-ack"
      }
    },
    {
      "type": "create_okki_trail",
      "config": {
        "customer_id": "${payload.customer.id}",
        "trail_type": 105,
        "content": "VIP 客户询盘，已自动生成报价单"
      }
    }
  ]
}

示例 2：报价单跟进序列

{
  "id": "quote-followup-sequence",
  "name": "报价单跟进序列",
  "priority": 70,
  "enabled": true,
  "trigger": {
    "event_type": "quotation_sent",
    "conditions": {
      "type": "all",
      "checks": [
        {"field": "payload.amount", "operator": "greater_than", "value": 10000}
      ]
    }
  },
  "actions": [
    {
      "type": "wait",
      "config": {"duration_minutes": 4320}  // 3 天
    },
    {
      "type": "branch",
      "config": {
        "condition": "${payload.customer.replied} == false",
        "true_actions": [
          {
            "type": "send_email",
            "config": {
              "to": "${payload.customer.email}",
              "template": "quote-followup-1"
            }
          }
        ]
      }
    }
  ]
}

测试

单元测试

npm test

E2E 测试

bash test/e2e.sh

测试覆盖率

npm run test:coverage

故障排查

规则未匹配

检查：

规则是否启用（enabled: true）
事件类型是否匹配
条件是否满足

// 调试
console.log(engine.getRules());
const matched = engine.matchRules(event);
console.log('Matched rules:', matched);

动作执行失败

检查：

动作参数是否完整
依赖的外部服务是否可用
查看执行日志

const log = engine.getExecutionLog();
console.log(log);

性能优化

规则缓存

const engine = new RuleEngine({
  enableCache: true,
  cacheMaxSize: 1000
});

批量处理

// 批量处理事件
const events = [...];
const results = await Promise.all(
  events.map(event => engine.handleEvent(event))
);

扩展指南

添加新事件类型

在 schemas/event-schema.json 添加定义
实现事件发射器
更新文档

添加新动作类型

创建 lib/actions/xxx-action.js
实现 execute(config, context) 方法
在 action-schema.json 添加定义

参考资料

版本： 1.0.0
最后更新： 2026-04-02
维护者： Super Sales Agent Team