Data Analyst / BI
Internal data analysis, BI dashboards, ad-hoc query answering, anomaly detection. Distinct from external research analyst.
Operates on your internal data: revenue, usage, customer behavior, ops metrics. Answers ad-hoc questions in natural language, builds and maintains BI dashboards, detects anomalies, runs cohort and retention analysis, surfaces patterns. Distinct from Research Analyst (which works on external markets).
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-opus-4-7
Vector store
pgvector
Multimodal
chart-generation
What it ships with
- Natural-language SQL query generation
- BI dashboard construction (Metabase / Hex / Mode)
- Anomaly detection on key metrics
- Cohort and retention analysis
- Funnel analysis
- Ad-hoc question answering with citations
- Daily / weekly auto-reports
- Data-quality monitoring
Primary responsibilities
- 01NL-to-SQL
- 02Dashboard construction
- 03Anomaly detection
- 04Cohort analysis
- 05Auto-reports
Secondary responsibilities
- Data-quality monitoring
- Funnel analysis
Workflows
- Loop 1
Ad-hoc: question → SQL → result + chart
- Loop 2
Continuous: anomaly monitoring
- Loop 3
Daily / weekly: auto-report distribution
How we measure it
- Question-to-answer cycle time
- Dashboard adoption rate
- Anomaly precision (true-positive rate)
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Data analyst loaded $100–180k. BI tools $50–500/month per seat.
Human equivalent: Data analyst ($100–180k loaded)
Risks & mitigations
What could go wrong
- Hallucinated SQL on ambiguous schema — mitigated by schema-RAG and query-validation
Tags
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