Signal Triage for Trustworthy Decisions
A guided inbox workflow that turns messy branch metrics, conversations, and attribution into decision-ready checkpoints—before a polished dashboard leads you into a confident mistake.
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Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow acts like a practical “decision pre-flight check” for branch-level numbers, conversation signals, and attribution claims. It first tries to answer using your Knowledge Base, then guides the requester through a short menu of decision-shaped paths (audit a metric, detect dirty signal, compare branches, etc.).
Instead of chasing perfect cleanliness, it focuses on the failure modes that look fine right up until a meeting goes off the rails: shifting definitions, selective visibility, attribution mirages, and automation used as a substitute for judgment.
Key features
- Knowledge Base-first responses to handle common questions quickly, with routing available when the KB can’t help.
- A decision-focused menu that funnels messy asks into five practical “what should I trust?” paths.
- Clear, operator-friendly checklists that highlight where polished noise usually hides.
- Structured escalation to a Decision Support team after the user gets a first-pass reality check.
Step-by-step
- Trigger: A new inbound conversation starts the workflow.
- Knowledge Base attempt: The assistant answers from your KB when possible (definitions, policies, metric owners, FAQ).
- Orientation message: The assistant sets expectations: this is a quick trust-check, not an academic lecture.
- User chooses a path: A menu lets the user pick what they’re trying to decide (audit a number, spot dirty signal, automation vs judgment, compare branches, or build signal culture).
- Checklist response: The workflow sends a tailored set of checks for the selected path.
- Handoff: The conversation routes to Decision Support for follow-up with the user’s context and the checklist they received.
Setup requirements
- Calypso Inbox enabled for inbound conversations.
- A populated Knowledge Base (recommended: metric definitions, data owners, branch event taxonomy, attribution rules, and known caveats).
- A configured Decision Support department in Calypso routing (no external credentials required).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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