Branch Numbers Reality Check Coach

This workflow is a fast, leader-friendly checkpoint you can run anytime a team is about to make a confident decision from branch numbers, conversation notes, or attribution reports. It uses your Knowledge Base first, then guides the user through a handful of decision-shaped prompts to separate trustworthy signals from polished noise.

It’s designed for the real world where bad data looks perfectly reasonable—right up until it wins an argument in a meeting. Users pick the situation they’re in (trusting a metric, spotting dirty signal, comparing branches, etc.), get a practical reality check, and can loop for another check or hand off to a human.

• Knowledge Base–first answers, with routing to decision prompts when the question is messy or ambiguous
• A single menu of “decision moments” (trust, dirty signal, automation vs judgment, comparisons, culture)
• Practical red-flag guidance that focuses on what breaks first (definitions, lag, selection bias, incentives)
• Quick loop-back to run multiple checks without restarting the conversation
• Optional human handoff via routing when the user needs an analyst/operator to review context

1. Trigger: The workflow starts when a user opens the flow.
2. Knowledge Base policy: The assistant first attempts to answer using your Knowledge Base and stays grounded in your internal definitions.
3. Decision menu: If routing is needed, the user sees a menu:
   • Which branch numbers deserve trust?
   • How to spot dirty signal before a meeting?
   • When to trust automation vs human judgment?
   • Comparing branches & attribution without fooling yourself
   • Build a signal culture (decisions, not decks)
   • Talk to a human
4. Targeted guidance: Based on the selected option, the workflow sends a focused set of checks and “what to do next” suggestions.
5. Next step choice: The user can either run another check (returns to the main menu) or hand off to a human (routes to a department).

• Calypso Knowledge Base: Recommended so the assistant can use your official metric definitions, branch taxonomy, and reporting rules.
• Routing/Departments in Calypso: Create or select a department (e.g., “Analytics Ops”) for optional handoff.
• No additional credentials are required for this workflow.