AgentWorks

Use case

Data Analysis

Recurring reports and ad-hoc questions pile up on a few analysts - while business teams wait days for numbers that should be self-serve.

The challenge

  • Every weekly business review repeats the same SQL and spreadsheet gymnastics with small parameter tweaks.
  • Dashboards show charts but not the narrative executives need to explain variances to the board.
  • Data lineage is fuzzy: stakeholders cannot tell which export fed which slide when numbers are challenged.

The AgentWorks solution

AgentWorks data extraction agents pull from warehouses, CRM exports, and finance systems using governed connectors and row-level rules. Scheduled runs refresh the same canonical datasets analysts already trust - without emailing CSVs around.

Report generator agents turn metrics into written summaries: what moved, likely drivers, and recommended follow-ups. Trend analyzer agents highlight anomalies before they become surprises, with links back to underlying queries or visual snapshots.

Dashboard agents answer natural-language follow-ups against curated semantic layers, so product and ops leaders explore safely without learning SQL. Each answer records the definition used, supporting reproducibility when finance reconciles figures.

Analysts graduate from report factory to partner: they curate models, validate agent outputs, and tackle deep dives while automation handles the long tail of repetitive cuts. Governance stays intact because access policies live in one place.

Workflow in four steps

  1. Connect sources

    Define approved tables, metrics, and refresh windows for agents to query.

  2. Extract & validate

    Agents pull fresh slices, reconcile to control totals, and flag schema drift.

  3. Analyze & narrate

    Trend and variance commentary is drafted with charts and source references attached.

  4. Distribute & iterate

    Reports publish on a schedule or trigger from chat; feedback loops refine prompts and definitions.

Relevant agents

Start from proven templates - each opens a full detail page with deployment notes and related agents.

Results & benefits

  • Minutes, not days

    Recurring packs generate on a timer with consistent structure and sourcing.

  • Clearer storytelling

    Narratives alongside charts help leaders explain movement without analyst shadowing.

  • Traceable numbers

    Each insight links to queries and snapshots so debates resolve with evidence.

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