Decision‑Ready Signal Checkpoints
A guided triage flow that helps teams separate trustworthy branch signals from polished noise, catch dirty data early, and decide when to use automation vs human judgment.
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Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow is a practical “signal triage” assistant for teams who make decisions from branch numbers, conversations, and attribution. It routes people to short, decision-shaped checklists that reveal what’s likely trustworthy, what’s probably polished noise, and what to verify before a confident meeting drives the org into a confident wrong turn.
It starts with a knowledge-backed policy to answer questions consistently, then offers a menu of common decision situations (branch numbers, dirty signal, automation vs judgment, comparisons, and culture). Each path ends with an actionable checklist you can apply immediately.
Key features
- Knowledge-base-first responses to keep signal guidance consistent before routing
- Menu-based routing for fast triage (no long forms; just pick the decision situation)
- Practical checklists focused on what breaks first: definitions, coverage, timing, incentives, and outliers
- Dedicated path for “automation vs judgment” to prevent silent over-trust in dashboards
- Human handoff option when the situation is sensitive or high-stakes
Step-by-step
- Start: The workflow begins when a message arrives.
- Knowledge base guardrails: The assistant prioritizes approved knowledge for signal design and decision guidance.
- Pick your situation: A list menu asks what you’re trying to decide (branch numbers, dirty signal, automation vs judgment, comparisons, culture, or handoff).
- Branch numbers — trust vs noise: If selected, the workflow sends a checklist for determining whether a branch metric deserves trust.
- Dirty signal — spot it early: If selected, the workflow sends quick tests to catch contamination before it derails a meeting.
- Automation vs judgment: If selected, the workflow sends rules-of-thumb for when to trust automation and when to require human review.
- Compare branches & attribution: If selected, the workflow sends a comparison/attribution sanity checklist to avoid repeated misreads.
- Build signal culture: If selected, the workflow sends a short playbook for building a culture where signals drive decisions (not slide decks).
- Talk to a person: If selected—or if nothing matches—the workflow routes to a human handoff message.
Setup requirements
- Calypso: A workspace with this workflow installed.
- WhatsApp channel: Connected in Calypso to use interactive list messages.
- Knowledge base: Add/enable your internal articles on branch metrics, attribution, and signal definitions (no additional credentials required beyond Calypso access).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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