Signals That Survive the Meeting

This workflow helps operators turn messy branch numbers, conversations, and “looks-fine” dashboards into decision-ready signals. It starts with a knowledge-base pass (so straightforward questions get answered fast), then routes the user into a guided menu of practical checks.

Each path gives a crisp, non-academic playbook: what to trust, what to challenge, and what usually breaks first—before the team walks into a confident meeting powered by quietly wrong data.

• Knowledge-base-first responses for quick definitions and policy-aligned guidance
• Menu-driven routing to six decision-shaped signal checks (branch metrics, dirty signals, automation judgment, messy evidence, comparisons, culture)
• “Back to menu” loop after each coaching response to support iterative investigation
• Safe fallback to a human team when the user’s request doesn’t match a known path

1. Trigger: A user starts the conversation in Calypso.
2. Knowledge base pass: The workflow attempts to answer using your KB rules (with a short opener that frames the tone).
3. Choose a checkpoint: The user gets a menu of signal/decision topics to pick from.
4. Route by selection: The workflow evaluates the selected button and routes to the matching checkpoint.
5. Deliver the coaching answer: A short, practical checklist is sent for the chosen topic.
6. Loop for another check: The workflow returns the user to the menu to run another checkpoint.
7. Fallback (if needed): If the selection can’t be matched, the workflow hands off to the Insights Ops team.

• Calypso workspace with canvas workflows enabled
• (Optional) A configured Knowledge Base for the knowledge-base policy step
• No external credentials are required for this workflow