Workflow v1 — Call Prep

Source: Miro board "design" (uXjVH7iuOYc=) → frame "workflow v1 - call prep" (id 3458764678120689916)

Extracted: 2026-07-14 · Recreation: https://miro.com/app/board/uXjVH7mgijg=

1. Overview

The workflow describes a human-in-the-loop research and briefing pipeline that prepares a team for a sales/discovery call. A user fills a structured form → an AI generates research queries → each query fans out into sub-queries that are independently run and synthesized → the AI surfaces findings for user confirmation in an interview loop → outputs are packaged and saved to a structured Google Drive folder.

2. Step-by-Step Workflow

1 Form Input entry point

The user completes a structured form with 8 fields. A "Company URL" label sits above the form as the entry prompt.

Form Input

- multi-select dropdown:   Select team members
- single-line text fields: Input company info and contacts
- long text input field:   Long form field for context
- url field:               Field to input multiple URLs (can click to add more)
- single-line text input:  Fields for questions to ask (can click to add more)
- multi-select dropdown:   select scenario(s)
- multi-select dropdown:   select audience
- multi-select dropdown:   output formats

2 AI Analyzes input + creates first set of Research Queries

The AI ingests all form fields and generates the first set of research queries based on the company, context, team, scenario, and audience provided.

round_rectangle fill #dedaff · 1987×1340 at (1043, 9340)

3 Research Query fan-out parallel · right column

The AI's queries are organized into 7 query groups. Each group follows the same internal pattern: 4 sub-queries (A/B/C/D) run independently, then merge via a synthesize chevron.

⚠ Numbering on the original board: There is no "New Query 6" — callouts jump 5 → 7 → 8. The last two groups have sub-queries mislabeled (6A–6D under "New Query 7", 7A–7D under "New Query 8"). Documented as-is.

New Query 11A · 1B · 1C · 1D → synthesize

New Query 22A · 2B · 2C · 2D → synthesize

New Query 33A · 3B · 3C · 3D → synthesize

New Query 44A · 4B · 4C · 4D → synthesize

New Query 55A · 5B · 5C · 5D → synthesize

New Query 7 ⚠6A · 6B · 6C · 6D → synthesize

New Query 8 ⚠7A · 7B · 7C · 7D → synthesize

Per-group connector pattern: each sub-query links to both its parent New Query callout and to the synthesize chevron. New Query callout shape: wedge_round_rectangle_callout. Synthesize shape: chevron.

4 GENERATE BRIEF OF FINDINGS + INTERVIEW USER pivot point · hexagon

All synthesized query outputs feed into a central hexagon that compiles a brief of findings. This is the pivot point — the AI now has enough to begin the interactive interview loop with the user.

hexagon fill #dedaff · 770×660 at (14441, 9148)

5 Three-Stage Interview Loop left column · sequential

Each stage is a 3-chevron row flowing left → right. The first chevron does AI analysis, the second generates questions and asks the user to confirm/elaborate, and the third (green) conducts the interview and synthesizes responses.

Stage A — Topics & Trends (y≈8172)

#	Shape	Fill	Action
1	`notched_chevron`	#dedaff	Create topics, trends & categories from collective analysis
2	`chevron`	#dedaff	Ask User to confirm or elaborate <generate interview questions>
3	`chevron`	#adf0c7	Ask User questions and synthesize responses

Stage B — Findings & Insights (y≈9191)

#	Shape	Fill	Action
1	`notched_chevron`	#dedaff	Surface key findings and insights
2	`chevron`	#dedaff	Ask User to confirm or elaborate <generate interview questions>
3	`chevron`	#adf0c7	Ask User questions and synthesize responses

Stage C — Content Formats & Outlines (y≈10161)

#	Shape	Fill	Action
1	`notched_chevron`	#dedaff	Suggest best content formats
2	`chevron`	#dedaff	Ask User to confirm or elaborate <generate interview questions>
3	`chevron`	#adf0c7	Ask User questions and synthesize responses, based on desired formats plan content outlines

6 Save Output to Google Drive rectangle

1. Name folder        ['Account_Name'_plan]
2. Create sub-folder  'account_name-research'
3. Save files

Drive link: https://drive.google.com/drive/folders/1f2l_cQe5ZIj5JxB0cR2pQu5kSm8GV5lC?usp=drive_link

fill #dedaff · 1770×1395 at (35702, 10564)

3. Complete Item Inventory (all 72 items)

Reading order: top→bottom, left→right. Original board coordinates. Empty shapes are decorative containers.

#	Type	Shape	Pos (x,y)	Size	Fill	Content
1	text	—	2583, 1564	328×0	#ffffff	Company URL
2	shape	rectangle	2214, 2837	2586×4555	#dedaff	Form Input (8 fields, see §2)
3	paint	—	9233, 3992	0×0	—	(freehand mark)
4	text	—	25341, 4712	895×0	#dedaff	sub query 1A
5	text	—	25341, 5000	895×0	#dedaff	sub query 1B
6	shape	chevron	26753, 5127	1082×422	#dedaff	synthesize
7	shape	callout	23940, 5206	1340×1082	#dedaff	New Query 1
8	text	—	25341, 5288	895×0	#dedaff	sub query 1C
9	text	—	25341, 5576	895×0	#dedaff	sub query 1D
10	text	—	25431, 6418	895×0	#dedaff	sub query 2A
11	shape	—	1043, 6541	1162×387	—	(empty)
12	text	—	25431, 6706	895×0	#dedaff	sub query 2B
13	shape	chevron	26792, 6834	1082×422	#dedaff	synthesize
14	shape	callout	23940, 6981	1340×1082	#dedaff	New Query 2
15	text	—	25431, 6995	895×0	#dedaff	sub query 2C
16	text	—	25431, 7283	895×0	#dedaff	sub query 2D
17	shape	notched_chevron	15476, 8172	1103×660	#dedaff	create topics and trends and categories from collective analysis
18	shape	chevron	16441, 8172	1103×660	#dedaff	Ask User to confirm and or elaborate
19	shape	chevron	17503, 8172	1283×660	#adf0c7	Ask User questions and synthesize responses
20	text	—	25591, 8149	895×0	#dedaff	sub query 3A
21	shape	callout	17232, 8400	878×660	#ffffff	(empty)
22	text	—	25591, 8437	895×0	#dedaff	sub query 3B
23	shape	chevron	26905, 8540	1082×422	#dedaff	synthesize
24	shape	callout	23940, 8674	1340×1082	#dedaff	New Query 3
25	text	—	25591, 8725	895×0	#dedaff	sub query 3C
26	shape	—	29214, 8843	515×614	—	(empty)
27	text	—	25591, 9013	895×0	#dedaff	sub query 3D
28	shape	—	6534, 9148	8912×5213	—	(empty container)
29	shape	—	12533, 9148	2492×1473	—	(empty)
30	shape	hexagon	14441, 9148	770×660	#dedaff	GENERATE BRIEF OF FINDINGS + INTERVIEW USER
31	shape	notched_chevron	15476, 9191	1103×660	#dedaff	Surface key findings and insights
32	shape	chevron	16475, 9191	1103×660	#dedaff	Ask User to confirm and or elaborate
33	shape	chevron	17528, 9191	1283×660	#adf0c7	Ask User questions and synthesize responses
34	shape	—	20543, 9186	3284×1942	—	(empty container)
35	shape	round_rectangle	1043, 9340	1987×1340	#dedaff	AI Analyzes input + creates first set of Research Queries
36	shape	—	29214, 9505	515×515	—	(empty)
37	text	—	25460, 9910	895×0	#dedaff	sub query 4A
38	shape	—	37908, 10104	1269×1033	—	(empty)
39	shape	—	40310, 10104	2465×836	—	(empty)
40	shape	—	42774, 10104	1393×836	—	(empty)
41	shape	notched_chevron	15476, 10161	1103×660	#dedaff	suggest best content formats
42	shape	chevron	16475, 10161	1103×660	#dedaff	Ask User to confirm and or elaborate
43	shape	chevron	17528, 10161	1283×660	#adf0c7	Ask User questions and synthesize responses, based on desired formats plan content outlines
44	text	—	25460, 10198	895×0	#dedaff	sub query 4B
45	shape	—	32706, 10126	3653×4871	—	(empty container)
46	shape	—	29214, 10201	515×515	—	(empty)
47	shape	chevron	26905, 10325	1082×422	#dedaff	synthesize
48	text	—	25460, 10486	895×0	#dedaff	sub query 4C
49	shape	callout	23940, 10539	1408×1082	#dedaff	New Query 4
50	shape	rectangle	35702, 10564	1770×1395	#dedaff	1 name folder ['Account_Name'_plan] / 2 create sub-folder / save files
51	text	—	25460, 10774	895×0	#dedaff	sub query 4D
52	shape	—	29214, 10967	515×515	—	(empty)
53	text	—	37908, 11290	1770×0	#dedaff	Google Drive link
54	shape	—	29214, 11658	515×515	—	(empty)
55	text	—	25744, 11877	895×0	#dedaff	sub query 5A
56	text	—	25744, 12165	895×0	#dedaff	sub query 5B
57	shape	chevron	27045, 12285	1082×422	#dedaff	synthesize
58	shape	callout	23940, 12507	1340×1082	#dedaff	New Query 5
59	text	—	25744, 12453	895×0	#dedaff	sub query 5C
60	text	—	25744, 12741	895×0	#dedaff	sub query 5D
61	text	—	25613, 13550	895×0	#dedaff	sub query 6A ⚠ under Query 7
62	text	—	25613, 13838	895×0	#dedaff	sub query 6B ⚠
63	shape	chevron	26905, 13966	1082×422	#dedaff	synthesize
64	shape	callout	23940, 14173	1340×1082	#dedaff	New Query 7 ⚠ no Query 6
65	text	—	25613, 14126	895×0	#dedaff	sub query 6C ⚠
66	text	—	25613, 14415	895×0	#dedaff	sub query 6D ⚠
67	text	—	25683, 15432	895×0	#dedaff	sub query 7A ⚠ under Query 8
68	text	—	25683, 15720	895×0	#dedaff	sub query 7B ⚠
69	shape	chevron	26883, 15847	1082×422	#dedaff	synthesize
70	shape	callout	23940, 15980	1340×1082	#dedaff	New Query 8
71	text	—	25683, 16008	895×0	#dedaff	sub query 7C ⚠
72	text	—	25683, 16296	895×0	#dedaff	sub query 7D ⚠

Type

Shape

Pos (x,y)

Size

Fill

Content

text

—

2583, 1564

328×0

#ffffff

Company URL

shape

rectangle

2214, 2837

2586×4555

#dedaff

Form Input (8 fields, see §2)

paint

—

9233, 3992

0×0

—

(freehand mark)

text

—

25341, 4712

895×0

#dedaff

sub query 1A

text

—

25341, 5000

895×0

#dedaff

sub query 1B

shape

chevron

26753, 5127

1082×422

#dedaff

synthesize

shape

callout

23940, 5206

1340×1082

#dedaff

New Query 1

text

—

25341, 5288

895×0

#dedaff

sub query 1C

text

—

25341, 5576

895×0

#dedaff

sub query 1D

text

—

25431, 6418

895×0

#dedaff

sub query 2A

shape

—

1043, 6541

1162×387

—

(empty)

text

—

25431, 6706

895×0

#dedaff

sub query 2B

shape

chevron

26792, 6834

1082×422

#dedaff

synthesize

shape

callout

23940, 6981

1340×1082

#dedaff

New Query 2

text

—

25431, 6995

895×0

#dedaff

sub query 2C

text

—

25431, 7283

895×0

#dedaff

sub query 2D

shape

notched_chevron

15476, 8172

1103×660

#dedaff

create topics and trends and categories from collective analysis

shape

chevron

16441, 8172

1103×660

#dedaff

Ask User to confirm and or elaborate

shape

chevron

17503, 8172

1283×660

#adf0c7

Ask User questions and synthesize responses

text

—

25591, 8149

895×0

#dedaff

sub query 3A

shape

callout

17232, 8400

878×660

#ffffff

(empty)

text

—

25591, 8437

895×0

#dedaff

sub query 3B

shape

chevron

26905, 8540

1082×422

#dedaff

synthesize

shape

callout

23940, 8674

1340×1082

#dedaff

New Query 3

text

—

25591, 8725

895×0

#dedaff

sub query 3C

shape

—

29214, 8843

515×614

—

(empty)

text

—

25591, 9013

895×0

#dedaff

sub query 3D

shape

—

6534, 9148

8912×5213

—

(empty container)

shape

—

12533, 9148

2492×1473

—

(empty)

shape

hexagon

14441, 9148

770×660

#dedaff

GENERATE BRIEF OF FINDINGS + INTERVIEW USER

shape

notched_chevron

15476, 9191

1103×660

#dedaff

Surface key findings and insights

shape

chevron

16475, 9191

1103×660

#dedaff

Ask User to confirm and or elaborate

shape

chevron

17528, 9191

1283×660

#adf0c7

Ask User questions and synthesize responses

shape

—

20543, 9186

3284×1942

—

(empty container)

shape

round_rectangle

1043, 9340

1987×1340

#dedaff

AI Analyzes input + creates first set of Research Queries

shape

—

29214, 9505

515×515

—

(empty)

text

—

25460, 9910

895×0

#dedaff

sub query 4A

shape

—

37908, 10104

1269×1033

—

(empty)

shape

—

40310, 10104

2465×836

—

(empty)

shape

—

42774, 10104

1393×836

—

(empty)

shape

notched_chevron

15476, 10161

1103×660

#dedaff

suggest best content formats

shape

chevron

16475, 10161

1103×660

#dedaff

Ask User to confirm and or elaborate

shape

chevron

17528, 10161

1283×660

#adf0c7

Ask User questions and synthesize responses, based on desired formats plan content outlines

text

—

25460, 10198

895×0

#dedaff

sub query 4B

shape

—

32706, 10126

3653×4871

—

(empty container)

shape

—

29214, 10201

515×515

—

(empty)

shape

chevron

26905, 10325

1082×422

#dedaff

synthesize

text

—

25460, 10486

895×0

#dedaff

sub query 4C

shape

callout

23940, 10539

1408×1082

#dedaff

New Query 4

shape

rectangle

35702, 10564

1770×1395

#dedaff

1 name folder ['Account_Name'_plan] / 2 create sub-folder / save files

text

—

25460, 10774

895×0

#dedaff

sub query 4D

shape

—

29214, 10967

515×515

—

(empty)

text

—

37908, 11290

1770×0

#dedaff

Google Drive link

shape

—

29214, 11658

515×515

—

(empty)

text

—

25744, 11877

895×0

#dedaff

sub query 5A

text

—

25744, 12165

895×0

#dedaff

sub query 5B

shape

chevron

27045, 12285

1082×422

#dedaff

synthesize

shape

callout

23940, 12507

1340×1082

#dedaff

New Query 5

text

—

25744, 12453

895×0

#dedaff

sub query 5C

text

—

25744, 12741

895×0

#dedaff

sub query 5D

text

—

25613, 13550

895×0

#dedaff

sub query 6A ⚠ under Query 7

text

—

25613, 13838

895×0

#dedaff

sub query 6B ⚠

shape

chevron

26905, 13966

1082×422

#dedaff

synthesize

shape

callout

23940, 14173

1340×1082

#dedaff

New Query 7 ⚠ no Query 6

text

—

25613, 14126

895×0

#dedaff

sub query 6C ⚠

text

—

25613, 14415

895×0

#dedaff

sub query 6D ⚠

text

—

25683, 15432

895×0

#dedaff

sub query 7A ⚠ under Query 8

text

—

25683, 15720

895×0

#dedaff

sub query 7B ⚠

shape

chevron

26883, 15847

1082×422

#dedaff

synthesize

shape

callout

23940, 15980

1340×1082

#dedaff

New Query 8

text

—

25683, 16008

895×0

#dedaff

sub query 7C ⚠

text

—

25683, 16296

895×0

#dedaff

sub query 7D ⚠

4. Connector Map (101 connectors)

Flow segment	Count	Purpose
Form Input → routing shape	1	Entry into pipeline
Routing shape → AI Analyzes	1	Triggers analysis
AI Analyzes → 6× routing shapes	6	Fans out to query groups
6× routing shapes → New Query 1–8	6	Distributes queries
sub-query A/B/C/D → New Query callout	28	Sub-queries define the query
sub-query A/B/C/D → synthesize	28	Sub-queries feed synthesis
sub-query → same sub-query (self-loop)	7	likely accidental
Routing shape → GENERATE BRIEF	1	Queries feed the brief
GENERATE BRIEF → Stage A (create topics)	1	→ Stage A
GENERATE BRIEF → Stage B (surface findings)	1	→ Stage B
GENERATE BRIEF → Stage C (suggest formats)	1	→ Stage C
3× green chevrons → routing shapes	3	Stage outputs route onward
Empty shape → empty shape (decorative)	9	Purely visual/spatial

Flow segment

Count

Purpose

Form Input → routing shape

Entry into pipeline

Routing shape → AI Analyzes

Triggers analysis

AI Analyzes → 6× routing shapes

Fans out to query groups

6× routing shapes → New Query 1–8

Distributes queries

sub-query A/B/C/D → New Query callout

Sub-queries define the query

sub-query A/B/C/D → synthesize

Sub-queries feed synthesis

sub-query → same sub-query (self-loop)

likely accidental

Routing shape → GENERATE BRIEF

Queries feed the brief

GENERATE BRIEF → Stage A (create topics)

→ Stage A

GENERATE BRIEF → Stage B (surface findings)

→ Stage B

GENERATE BRIEF → Stage C (suggest formats)

→ Stage C

3× green chevrons → routing shapes

Stage outputs route onward

Empty shape → empty shape (decorative)

Purely visual/spatial

5. Numbering Inconsistencies (as found on original board)

The recreation board (uXjVH7mgijg=) corrects these to sequential Query 1–8 with matching sub-query labels.