Sources produce data signals
A source hands Squad raw text. That might be a Slack thread, a GitHub issue, a Gong call
transcript, an app store review, a page an agent read, or a document you uploaded. Squad reads
it and pulls out the specific claims it contains, one per data signal.A signal keeps the verbatim quote, a one-line summary, a type (pain point, feature request, bug
report, and so on), a sentiment, a strength between 0 and 1, and a link back to where it came
from. Nothing gets paraphrased away, so you can always read the customer’s actual words.See Data signals.
Signals group into clusters
The moment a batch of signals lands, each one is compared against the existing clusters of the
same type. Close enough to one, it joins. Close to nothing, it starts a cluster of its own. The
comparison is on meaning rather than wording, so “the export takes forever” and “CSV downloads
time out” can end up in the same place.Once a cluster reaches three members, Squad reads them and writes a theme label plus a
confidence score for how well the grouping holds together. Under three members a cluster stays
unnamed, which is why a new workspace shows an empty Signal Clusters tab for a while.See Signal clusters.
Clusters become insights
When a clustering pass finishes, Squad looks at every active cluster with at least two members
and synthesises what they add up to. A one-member cluster also qualifies if the signal behind it
was captured deliberately by you or a teammate rather than picked up passively.An insight has a title, a description, and a link back to every signal supporting it.
Before it’s saved, the new insight is checked against the ones you already have. A
near-identical match folds into the existing insight instead of duplicating it. A close but
distinct match creates a new insight with a “related to” link to its neighbour.See Insights.
Insights get scored
Every insight the extraction pass touched is rescored. The score has two halves.Strength measures how well evidenced the insight is. It combines volume (how many signals),
statistical confidence in that volume, how many distinct customers those signals came from, and
how many different kinds of source corroborate it. A brand new insight with two signals is
pulled toward your workspace’s baseline rather than being crushed to zero.Momentum measures whether the theme is alive. Recent signals count for more than old ones, a
sudden burst of arrivals lifts it, and the trend over the last four weeks is read as
accelerating, steady, or decelerating.The number you see on the Insights page is
strength * 0.6 + momentum * 0.4. It moves when new
evidence reaches the insight. It doesn’t drift on its own between extraction runs.High-scoring insights get actions
An insight that scores 0.65 or above is handed to Squad for action proposals. You get a short
ranked list of next steps on the insight’s detail page under Squad recommends. A nightly
pass sweeps active insights over the same bar in case one crossed it since the last run. You can
also trigger ranking by hand on any insight, which ignores the score bar entirely.See Actions.
Actions produce briefs
Nothing gets written up automatically. When an action’s real job is a document, you choose
Generate PRD or Generate decision brief and Squad drafts it in the background from the
evidence behind the action. You can also generate straight from an insight, or from a prompt of
your own.See Briefs.
Where goals fit
Goals steer the judgement calls. They don’t touch the arithmetic. During extraction, Squad decides which of your goals each new insight supports and writes those links. When it proposes actions, it sees your goals and their importance (1 to 5), so the ranking it returns reflects what you actually care about. Raising a goal’s importance from 3 to 5 won’t move a single number on the Insights page. It changes how Squad weighs relevance when it chooses and orders work. See Goals.What holds the chain together
Each stage writes a link rather than a copy. A signal points at its cluster and at the insights it supports. An insight points at its goals. A brief points at everything its body cites. That’s why you can open any brief and walk back to the customer sentence that started it. Some of those links are yours to make and break. See Relationships.What runs itself and what doesn’t
Signal extraction, clustering, labelling, insight synthesis, scoring, and action proposal all run without you. Squad also links insights to goals on its own. Creating goals, deciding an action’s priority and owner, generating a brief, and making the final call on a decision brief are yours. Squad never does those unprompted.Every stage, in order
Data signals
Individual claims, each with its verbatim quote and source
Signal clusters
Themes formed from signals that mean the same thing
Insights
Scored findings, and how strength and momentum combine
Actions
Concrete next steps, in priority order
Briefs
PRDs and decision briefs, backed by cited evidence
Goals
The objectives that steer what Squad recommends
Relationships
How entities link, and how to trace a decision back to a customer sentence