Signal Checks Before the Confident Meeting

This workflow is a fast, practical “pre-meeting filter” for messy branch numbers, conversation notes, and attribution claims. It helps teams avoid the classic failure mode: data that looks tidy enough to defend in a meeting—right up until it drives a confident wrong decision.

It starts by checking your Knowledge Base for any existing guidance, then routes the user to one of five decision-shaped playbooks (or a human handoff). Each path delivers a short, operator-friendly checklist that makes it harder for dirty signal to sneak into slides, forecasts, or performance comparisons.

• Uses a Knowledge Base policy first, so existing internal definitions (KPIs, attribution rules, branch event taxonomy) are honored before routing.
• Button-based routing to five high-impact signal scenarios: trust checks, dirty-signal detection, automation vs judgment, comparisons/attribution, and signal culture.
• Practical “what to trust vs what’s polished noise” guidance written for operators—not analysts.
• Includes a human handoff option for cases where ambiguity is the point (and automation shouldn’t pretend otherwise).

1. Trigger: A user starts the flow in Calypso (Input).
2. Knowledge check: The workflow applies the Knowledge Base policy to ground answers in your existing definitions and rules.
3. User chooses a scenario: The workflow presents a button menu:
   • Which branch numbers deserve trust?
   • How to spot dirty signal early
   • When to trust automation vs judgment
   • Comparing branches & attribution (what teams misread)
   • Building a signal culture (decisions > slides)
   • Talk to a human
4. Routing and response: Based on the selected button, the workflow delivers a targeted checklist message.
5. Human handoff (optional): If the user selects Talk to a human, the workflow routes to a handoff with a short context-setting message.

• No external credentials required.
• A configured Calypso Inbox channel where this workflow can be used.
• Optional but recommended: populate your Calypso Knowledge Base with your KPI definitions, attribution rules, and branch event standards so the policy step can reinforce them.