Branch Signal Readiness Navigator

This workflow turns “looks-good-on-the-slide” branch reporting into decision-ready confidence. It starts with a short knowledge-based guidance layer (so the advice stays consistent), then lets a leader pick the decision they’re trying to make—trust branch numbers, detect dirty signal, compare branches fairly, or decide when to rely on automation.

The goal isn’t academic purity. It’s preventing the most common failure mode: clean-looking metrics that are quietly wrong, leading to a confident meeting and an expensive decision.

• Knowledge-base guided coaching before routing, so guidance stays consistent across teams
• Decision-shaped menu that routes leaders to practical checks (not generic “data best practices”)
• “Chain of proof” prompts to spot polished noise vs. trustworthy branch numbers
• Clear guardrails for when automation is reliable—and when a human still needs to look
• One-click escalation to a human team via handoff when the risk is high or the signal is disputed

1. Trigger: The workflow starts when a user enters the flow.
2. Knowledge guidance: A knowledge-base policy node primes the interaction to keep the advice consistent and decision-oriented.
3. Choose a decision check: An interactive menu asks what the user wants to pressure-test (numbers, dirty signal, automation vs. judgment, comparisons/attribution, culture).
4. Run the selected playbook: The workflow routes to a short, concrete checklist tailored to that choice.
5. Escalate if needed: If the user selects escalation, the workflow hands off to the Business Analytics department with a crisp handoff message.
6. Fallback safety net: If the selection can’t be matched, the workflow routes to a default handoff so the user doesn’t get stuck.

• No external credentials are required.
• Configure (or confirm) a Business Analytics department in Calypso to receive handoffs, and update the department ID in the workflow if needed.
• Optional but recommended: maintain a short internal knowledge base article set on metric definitions (e.g., “Active customer”, “Qualified lead”, “Branch attribution rules”) to improve consistency of guidance.