Documentation
Read and share a Decision Brief
Outcome: a sourced answer you can defend in a meeting.
A Brief is built to be forwarded. Read it in the same order every time and it takes under a minute to decide whether to act.
Steps
- 1
Read the answer first
The finding leads the Brief in plain language, with the supporting numbers beside it.
- 2
Check the confidence level
Confidence reflects coverage, freshness, and how cleanly the question mapped to confirmed definitions. Low confidence usually means a missing source.
- 3
Open one source
Every number links to the systems and rows behind it. Spot-check one figure. See data lineage.
- 4
Read the recommended action
Decide whether to act, assign, or dismiss. Dismissing with a reason improves the next Brief.
- 5
Export or share
Export the Brief for a board pack, or share it in the workspace so the sources travel with the number.
- 6
Turn it into a watch
If you will ask this again, promote the underlying rule to a Risk Alert.
Sharing rules of thumb
- Share the Brief, not a screenshot of the number. The sources are the point.
- Workspace members see Briefs according to their permissions.
- For recurring distribution, use a dashboard or an action trigger instead of manual forwarding.
Further reading
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