Branch Signal Decision Field Manual
A guided decision workflow that helps teams separate trustworthy branch signals from polished noise, spot dirty data early, and choose when automation should (and shouldn’t) drive decisions.
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Workflow Visualization
Rendered directly from the published workflow JSON.
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 “we have numbers” into “we can trust this decision.” It starts by offering a quick, practical signal check (via your knowledge base), then routes people into decision-shaped guidance: which branch metrics deserve trust, how to detect dirty signal before the meeting gets confident, and when human judgment should override automated conclusions.
It’s designed for operators and leaders who don’t need more dashboards—they need fewer wrong calls. The tone is intentionally plainspoken: most bad data looks impressively normal right up until it wins an argument.
Key features
- Uses a Knowledge Base Policy first, so common “what does this metric mean?” questions get answered before opinions form.
- Presents a menu of decision scenarios (trust, hygiene, automation vs judgment, comparison, culture) via an interactive button message.
- Routes with explicit button-based branching so guidance stays focused and repeatable.
- Provides field-tested checks for denominator problems, definition drift, mix shifts, and attribution traps.
- Includes a fallback handoff for cases that need human review (analytics/ops) instead of more automated certainty.
Step-by-step
- Trigger: A user starts the workflow (Input).
- Answer basics first: The Knowledge Base Policy responds to straightforward questions and primes the conversation for consistent definitions.
- Choose the decision scenario: The user selects one of five buttons (Interactive Message).
- Route to the right playbook: Conditional checks (If nodes) detect the selected button and deliver targeted guidance (Text Message).
- Escalate when needed: If no option matches (or the situation is ambiguous), the workflow routes to a human handoff (Fallback).
Setup requirements
- A Calypso Inbox/channel where interactive messages are supported.
- (Recommended) A populated Calypso Knowledge Base with your branch metric definitions and calculation notes.
- No external credentials are required for this workflow.
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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