Weekly signal review
Use a repeatable review of evidence, missing information and actual results without confusing planned work with completed actions.
A weekly review helps your team decide what deserves attention. It does not need to trigger an import, enrichment run or CRM action.
1. Review the available evidence
Start in Today, then open the relevant companies, people or saved lists. Check source dates and the reason each item matters. Ask TipOff to explain information you can access, and keep unsupported conclusions marked as unknown.
2. Separate facts from decisions
Review fit, buying clues and missing fields. Members can use the review controls available to them; a Conversation user (viewer) can read and ask but cannot qualify, reject or otherwise change records.
Feedback and Brain changes are different operations. Do not assume that rejecting one record immediately rewrites the workspace's rules or improves future results.
3. Choose the next work deliberately
For work that needs enrichment, a CRM destination or a campaign, review the exact records, permissions and any credit quote or confirmation. An admin can help with configuration or a control your role cannot use.
A proposal is not an executed action. Record what actually succeeded, what failed and what still needs a decision.
4. Review outcomes and costs
Members, admins and owners can inspect Plan & usage. Ask whether the work produced useful evidence, not just whether a run completed. If a digest or notification is configured, use it as another input; do not assume it exists or was delivered.
Carry unresolved items into the next review with their source and next step. See Roles and permissions for the read-only and management boundaries.