Decisions Process
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A Decision Process is a structured workspace that guides you through making important decisions collaboratively with your team. It helps you gather context, define evaluation criteria, explore options, and document your reasoning—all in one organized place. Use a Decision Process when you're facing complex decisions that require careful consideration, input from multiple stakeholders, or when you want to create a clear record of how and why a particular choice was made. Unlike simply recording a decision after it's been made, a Decision Process helps you work through the decision-making journey systematically from start to finish.
You can create a decision workspace by clicking the "new decision process" button on the Decisions page.
To create a decision workspace, you'll need to describe the decision you're considering. Feel free to speak freely like you would to a colleague in a meeting.
Next, you'll need to describe the goals for this decision. Optionally, you may define a due date for the goal.
Convictional's AI will pull relevant context from previous decisions into the workspace.
Convictional's AI will then recommend three questions to be answered to provide further context to the decision. If you're unable to answer a question, you may assign it to another team member: they'll be automatically invited to collaborate with you. If you can't answer the question now, each one will be added as an "insight" on the Decision Process so that it may be answered later.
You've now created a decision process. Continue reading for more information on how to use our decision workspaces to make fast, effective decisions.
Insights are where your company context meets your decision processes. Convictional combines context from your company's recorded knowledge, alongside human context to centralize all relevant information for any decision.
When you begin a decision process, Convictional starts by gathering your company's historical context: information like recorded meetings, goals, and past decisions. Convictional processes your data, generating "insights" to derive meaning from your data. As you record more data and context, Convictional's insights will get smarter over time. With this information, Convictional will ask questions to guide your decision process.
Insights may be assigned to the users in your organization best suited to answer them.
Insights can link decisions to meetings, searches, and discussions. This creates a centralized place for all context that aids in your decision process.
When you create a decision process from a meeting, insights are automatically created from the meeting's context.
You can add your own insights to a decision process. If your insight comes from a citable source with a URL, like a recorded meeting, you can add a citation to the insight.
Criteria are used to evaluate options and help you make the best choice. You may use Convictional's AI to generate criteria, or add your own.
Options are the potential choices you can make in a decision. You may use Convictional's AI to generate options, or add your own.
Once you've defined both criteria and options, you can hover over an option and click the "edit evaluations" button to evaluate the option against your criteria. For each criterion, you can select a rating (positive, negative, or neutral) and optionally explain your rating.
Decision Processes may be linked to company goals. Linked decision processes appear in the Linked Work section of their respective goal to increase visibility in your organization.
After options have been defined (and ideally evaluated) you can click the "Decide Now" button in the top-right to make your decision. You'll be presented with a table comparing each option to help you make an informed decision.
Click the "select" button below an option to make your decision using that particular option. This option will be marked as "decided" on the decision process. Once selected, your decision is automatically shared with all collaborators who have been involved in the decision process.
Once an option has been decided on, Convictional's AI will summarize your decision, which you may edit. Optionally, you may publish the decision to make it public with your entire organization.
Opening the AI Abilities drawer offers a number of built-in features to supercharge your decision making. These abilities are uniquely informed by your organization's goals, past decisions, and collective knowledge. By drawing on your company's specific context—including historical data, meeting transcripts, and previously documented decisions—these AI capabilities deliver insights that are relevant to your organization's particular needs, culture, and objectives.
The Advise feature provides recommendations on how to proceed with your decision. It analyzes the information you've provided and offers structured guidance on potential next steps, considering best practices and available options.
When to use it: When you need direction on how to move forward with a decision and want expert-like recommendations.
The Find Bias feature examines your decision context to identify potential sources of cognitive bias or blind spots. It highlights areas where unconscious biases might be influencing your thinking.
When to use it: Before finalizing important decisions, use this to ensure you're approaching the situation objectively and considering diverse perspectives.
The Challenge feature presents thought-provoking questions that test your assumptions and encourage deeper thinking about your decision. It's designed to help you consider angles you might have overlooked.
When to use it: When you want to ensure you've thoroughly examined all aspects of a decision, or when you suspect you might be in an echo chamber of ideas.
The Predict feature forecasts potential outcomes for different options in your decision. It provides a risk assessment for each path, helping you understand possible consequences before committing.
When to use it: When weighing multiple options and you need clarity on their potential impacts and associated risks.
The Task List feature generates a structured set of action items related to your decision. It breaks down the implementation process into manageable steps.
When to use it: After making a decision, when you need help organizing the execution phase and ensuring nothing important is missed.
The Chat feature allows you to have a conversational interaction with the AI about your decision process. You can ask questions, request clarification, or explore ideas in a more flexible format.
When to use it: When you prefer a back-and-forth dialogue to explore your decision, or when your questions don't fit neatly into the other AI abilities.
When to use it: When you need to inform team members, clients, or other stakeholders about a decision you've made and want to ensure clear, comprehensive communication.
Surveys are a tool to gather feedback from your team.
You may either create a survey on your own, or using suggested questions from Convictional's AI.
After your survey questions have been set, you'll be prompted to choose the recipients to take the survey. Responses are automatically recorded in Convictional.
Create an insight from survey responses to share results with your decision process collaborators.
