Branch Evidence to Decisions: Signal Triage Advisor
A decision-focused conversation flow that helps leaders and analysts separate trustworthy branch signals from polished noise, catch dirty data before meetings, and decide when automation is safe to trust.
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Workflow Visualization
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Use the JSON view if you need to inspect or copy the exact structure.
Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow turns “messy signals” into decision-shaped guidance—fast. It starts by searching your Knowledge Base for any internal definitions (metric owners, branch rules, attribution notes), then routes the user into a focused triage menu.
Instead of giving generic data advice, it pushes people toward the questions that prevent confident wrong decisions: which numbers deserve trust, how to spot dirty signal, when automation is safe, what branch comparisons usually get wrong, and how to build a signal culture that ends in decisions—not slides.
Key features
- Knowledge Base-first behavior to anchor answers in your internal metric definitions and operating rules
- A decision-shaped menu that routes users to the exact “guardrail” they need (trust, hygiene, automation, comparisons, culture)
- Practical, meeting-proof checks to catch polished noise before it becomes a confident narrative
- Clear next actions (what to verify, what to measure, what to stop pretending is comparable)
- Optional human handoff path when the user’s situation doesn’t fit the menu
Step-by-step
- Trigger: A user starts the conversation (Input).
- Grounding: The workflow checks the Knowledge Base Policy node first to use any internal definitions or standards before routing.
- Triage menu: The user chooses what they’re deciding via an Interactive Message menu.
- Route by intent: A chain of If nodes matches the selected button id.
- Deliver the playbook: The workflow sends a tailored Text Message with practical checks and decision guidance.
- Escalate if needed: If no option matches, the workflow uses Fallback to hand off to a human team.
Setup requirements
- Calypso Knowledge Base connected and populated with your metric definitions, branch rules, attribution notes, and ownership (recommended, but the workflow still runs without it).
- No additional credentials are required beyond standard Calypso access.
- Optional: A configured department for handoff (used by the Fallback node).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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