{
"data_strand": {
"workshop_meta": {
"framework_version": "data-strand-v1.0",
"source_templates": [
"Data Purpose",
"Data Domains & Entities",
"Pipelines & Flows",
"Storage & Architecture",
"Access & Permissions",
"Governance & Compliance",
"Analytics & Insights",
"AI & Automation",
"Quality & Reliability",
"Lifecycle & Retention",
"Risks & Guardrails"
],
"facilitation_notes": [
"Run with data engineering, backend, product, marketing, and AI teams.",
"Start by mapping real events, logs, objects, and usage telemetry.",
"Treat this JSON as the Data OS — the backbone that every system and team relies on."
]
},
"purpose_and_role": {
"question": "Why does this company collect and use data?",
"answer": "Data ensures the product remains reliable, personalized and secure, enabling fast search, AI-powered assistance, performance optimization, customer insights and compliance. Data connects every strand — product behavior, UX flows, UI events, marketing attribution, and AI summarization — into one coherent operating system.",
"objectives": [
"Power real-time collaboration, search and AI summarization.",
"Maintain workspace integrity, access control and security.",
"Support product-led growth, customer insights and adoption metrics.",
"Fuel automation through telemetry and workflow triggers."
]
},
"data_domains": {
"question": "What are the core domains of data in the system?",
"domains": [
{
"name": "Users & Identities",
"entities": [
"User profiles",
"Credentials & auth tokens",
"Permissions & roles",
"Preferences & notification settings"
],
"notes": "Tightly connected with authentication, SSO, org admin and compliance controls."
},
{
"name": "Workspaces / Organizations",
"entities": [
"Workspace metadata",
"Billing & plan",
"Workspace settings",
"Security & compliance policies"
],
"notes": "Drives governance, access and cross-org collaboration."
},
{
"name": "Channels & Conversations",
"entities": [
"Channel metadata",
"Membership lists",
"Messages",
"Threads",
"Reactions (emoji data events)",
"Pinned items"
],
"notes": "Primary collaboration dataset that powers search, grooming, AI summarization and compliance exports."
},
{
"name": "Artifacts",
"entities": [
"Files",
"Canvases",
"Lists",
"Task items",
"Attached metadata (permissions, versions, references)"
],
"notes": "Interlinked with messages; stored in object storage and indexed for search."
},
{
"name": "Activity & Telemetry",
"entities": [
"UI interaction events",
"UX flow events",
"Feature adoption events",
"Performance logs",
"Search queries"
],
"notes": "Feeds product analytics, PLG motions, UX quality metrics and AI ranking."
},
{
"name": "External Integrations",
"entities": [
"App tokens",
"API calls",
"Workflow steps",
"External channel partners",
"Integration logs"
],
"notes": "Supports platform health, audit logs, and extensibility ecosystem."
}
]
},
"data_flows_and_pipelines": {
"question": "How does data move through the system from creation to consumption?",
"pipelines": [
{
"name": "Real-time Event Pipeline",
"stages": [
"Client events generated (UI)",
"Ingestion gateway",
"Streaming queue (Kafka/PubSub)",
"Event processors",
"Storage in time-series DB or warehouse"
],
"use_cases": [
"Live updates",
"Presence indicators",
"Message posting & thread updates",
"Alerting & notifications",
"Analytics & dashboards"
]
},
{
"name": "Search Indexing Pipeline",
"stages": [
"Message stored",
"Tokenization & normalization",
"Embedding generation (for AI search)",
"Indexing in search clusters",
"Refresh & ranking adjustments"
],
"use_cases": [
"Full-text search",
"Semantic search",
"AI conversation summaries",
"Knowledge retrieval"
]
},
{
"name": "AI Summarization Pipeline",
"stages": [
"Conversation or artifact retrieved",
"Preprocessing & cleaning",
"LLM summary generation",
"Metadata tagging",
"Caching & revalidation"
],
"use_cases": [
"Channel summaries",
"Thread catch-up",
"Daily digests",
"Decision extraction"
]
},
{
"name": "ETL / Warehouse Sync",
"stages": [
"Batch or micro-batch extract",
"Transform into analytics schemas",
"Load into warehouse",
"Expose through BI tools"
],
"use_cases": [
"Retention analysis",
"Funnel metrics",
"Enterprise reporting",
"Billing & usage scoring"
]
}
]
},
"storage_and_architecture": {
"datastores": [
{
"type": "Relational DB",
"use": "Users, orgs, channels, permissions, metadata",
"notes": "Strong consistency required for identity and access."
},
{
"type": "Object Storage",
"use": "Files, media, canvas versions",
"notes": "Versioning, scanning, encryption at rest."
},
{
"type": "Search Clusters",
"use": "Messages, threads, artifacts",
"notes": "Combines keyword indexing and vector embeddings."
},
{
"type": "Time-series DB",
"use": "Metrics, telemetry, performance logs",
"notes": "Used by SRE, reliability and product analytics teams."
},
{
"type": "Data Warehouse",
"use": "Analytics, BI, dashboards, segmentation",
"notes": "Source of truth for user and workspace metrics."
},
{
"type": "Cache / KV Store",
"use": "Presence, recent items, hot keys, ephemeral data",
"notes": "Supports real-time responsiveness."
}
]
},
"access_and_permissions": {
"question": "Who has access to what data, and how is it enforced?",
"principles": [
"Least privilege by default.",
"Role-based permissions for org admins, owners and users.",
"Data-tier separation between internal staff, customers and external partners.",
"All access points audited."
],
"permission_layers": [
"Workspace-level permissions",
"Channel membership",
"Thread visibility",
"Artifact-level permissions",
"Admin override rules with audit documentation"
]
},
"data_governance_and_compliance": {
"question": "How do we ensure data is secure, compliant and high-integrity?",
"policies": [
"Encryption in transit and at rest.",
"Data residency options for enterprise customers.",
"Retention settings configurable per workspace.",
"Export tools for compliance and eDiscovery.",
"Audit logs for all critical actions."
],
"compliance_frameworks": [
"SOC 2",
"ISO 27001",
"GDPR",
"HIPAA (if applicable)",
"FedRAMP / GovCloud (for government workspaces)"
]
},
"analytics_and_insights": {
"question": "What metrics and insights are generated from data?",
"product_metrics": [
"Daily Active Users",
"Weekly Active Channels",
"Messages sent per user",
"Search usage",
"Workflow Builder usage",
"AI summary usage"
],
"experience_metrics": [
"Task completion time",
"Flow drop-off",
"Latency and error rates",
"UX friction points from telemetry"
],
"business_metrics": [
"Retention and expansion",
"Activation milestones",
"Seat growth",
"External collaboration adoption"
],
"marketing_metrics": [
"Attribution data",
"Lifecycle segmentation",
"Campaign performance",
"Lead → conversion pipeline"
]
},
"ai_and_automation": {
"question": "How does data feed AI and automation systems?",
"ai_uses": [
"Summaries of channels, threads and canvases",
"Semantic search embeddings",
"Decision extraction",
"User preference prediction",
"Workflow suggestions"
],
"automation_uses": [
"Triggers based on message patterns",
"Workflow Builder events",
"Bot interactions",
"Cross-platform signals"
],
"responsible_ai_policies": [
"AI never accesses content the user can't access.",
"Summaries are cached and revalidated to reduce overprocessing.",
"Models tested for hallucination reduction.",
"User consent and visibility into AI operations."
]
},
"quality_and_reliability": {
"dimensions": [
"Latency (message post, render, search)",
"Event delivery reliability",
"Data correctness",
"Search accuracy",
"AI summary precision",
"Zero data loss under scale"
],
"monitoring": [
"Real-time dashboards for ingestion and pipeline health",
"Anomaly detection on message volume",
"Alerting rules for indexing delays"
]
},
"data_lifecycle_and_retention": {
"phases": [
{
"phase": "Creation",
"includes": "Messages, events, files, artifacts, telemetry"
},
{
"phase": "Active use",
"includes": "Displayed in UI, threads, search, canvases"
},
{
"phase": "Archival",
"includes": "Older content stored in less costly storage tiers"
},
{
"phase": "Deletion",
"includes": "Retention-based or admin-initiated removals"
}
],
"principles": [
"Users and admins control visibility and retention.",
"Search respects retention windows.",
"Deletion propagates to all indexes and caches."
]
},
"risks_and_guardrails": {
"risks": [
"Data overload causing slow search and degraded performance.",
"Inaccurate or outdated search indexes creating trust issues.",
"AI summarizing sensitive content incorrectly.",
"Broken workflows due to missing telemetry."
],
"guardrails": [
"Strict pipeline ownership per data domain.",
"Automated reindexing for stale content.",
"AI summaries labeled and easily toggled off.",
"Rate limiting on ingestion systems under overload."
]
},
"data_archetype": {
"question": "If the data system were a role in the organization, who would it be?",
"primary_archetype": "Archivist",
"secondary_archetype": "Strategist",
"rationale": "The data system remembers everything, organizes it intelligently, and provides the insight and foresight needed to make strategic decisions at scale."
}
}
}