Decision Signals Triage for Branch Leaders

This workflow turns messy branch metrics, conversation notes, and “looks-good” dashboards into decision-ready signal checks—without turning your team into a statistics club. It starts with a Knowledge Base–powered coach, then routes the user through a practical menu of decision-shaped topics.

Use it when a meeting is headed toward a confident wrong call: the numbers are clean, the story is neat, and the risk is hidden. The workflow prompts the user to stress-test what they’re about to trust, what to measure next, and where humans still need to intervene.

• Knowledge Base policy enabled up front for consistent, grounded answers before routing
• Interactive menu covering six high-leverage decision failure modes (trust, dirt, automation, messy evidence, comparisons, culture)
• Short, operator-friendly guidance designed to be used right before a decision meeting
• “Back to menu” loop to keep the conversation moving without restarting
• One-click handoff to a human team via fallback routing when judgment is required

1. Trigger: The workflow starts when a user opens the flow (Input).
2. Apply Knowledge Base policy: Enables KB-guided responses and keeps routing available.
3. Set expectations: A short intro explains the goal: avoid confident wrong decisions by stress-testing signals.
4. Choose a signal triage path: The user selects one of six options (Interactive Message).
5. Route by selection: IF nodes match the chosen button and send the relevant guidance as a text message.
6. Choose what to do next: The user can return to the main menu or request a human handoff.
7. Handoff (optional): If requested, the workflow routes to a fallback handoff for a human review.

• A Calypso Knowledge Base connected to your organization’s signal definitions (e.g., branch KPI glossary, attribution rules, CRM logging standards).
• Optional: A named department (e.g., “Analytics Ops”) configured to receive handoffs.
• No external credentials are required by this workflow as built.