AI agents for Data

Turn questions into reports.

Agents pull the numbers, build the report and share it on schedule, inside the data access you allow.

Answers on time, from data you trust.

Fewer one off requests

Common questions are answered without a new ticket.

Reports that run themselves

Recurring reports are built and shared on schedule.

Access under control

Agents only query the sources they are allowed to use.

Answers to data questions

Teams ask in Slack or the workspace, and the agent answers from approved sources with the query and sources attached.

Evidence and artifacts Run trace
Live
  1. 09:41 Request classified
  2. 09:43 Scope checked
  3. 09:48 Evidence gathered
  4. 10:02 Approval waiting
Artifacts Contract delta.pdf Spend summary.csv Recommendation.md

Dashboards kept current

Agents refresh the numbers and flag anything that moved more than expected.

ROI and operations AI impact dashboard
Live
184 Runs
37m Turnaround
92% Approval clarity
$428 Model cost
Time saved Rework reduced Skill adoption

Reports on schedule

Weekly and monthly reports are built and shared in the channels people read.

Scheduled AI tasks Recurring work
Live
Mon Tue Wed Thu Fri
Daily Executive brief

Runs, pauses for review when needed, and ships an artifact.

Weekly Pipeline review

Runs, pauses for review when needed, and ships an artifact.

Event Renewal risk alert

Runs, pauses for review when needed, and ships an artifact.

Governed data access

Model rules and the AI gateway control which sources and models each agent can use, and every query is logged.

Governance AI gateway
Live
  • Renewal analyst Policy passed Advanced model
  • Ticket triage Policy passed Fast model
  • HR assistant Blocked by policy No call made
Template library

Start from a Data template.

Ready made workflows for Data teams. Each one comes with its steps, an agent setup, approval rules and the skills it needs.

  • Data template

    Weekly metrics report

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: new metric definitions

  • Data template

    Data question answers

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: new data sources

  • Data template

    Dashboard refresh and anomaly flag

    • Workflow steps
    • Agent setup
    • Approval rules
    • Skills

    A person approves: external sharing

Browse the template library
Getting started

How Data teams get started.

  1. Pick one workflow

    Start with a real data workflow that repeats every week.

  2. Connect your tools

    Agents work inside PostgreSQL, Google Drive, Slack and your BI tools.

  3. Set the rules

    Choose what the agent may do alone and what waits for a person.

  4. Start with review

    A person checks the work at first. Give the agent more room as it earns trust.

  5. Expand what works

    Add the next workflow, or bring the same setup to another team.

Every feature runs inside the same six controls.

Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.

See governance and audit
  • Identity
  • Access
  • Approvals
  • Supervision
  • Audit
  • Policy
FAQ

AI agents for Data: questions and answers

Short answers to what data teams ask before they start.

Contact us directly
Can the agent see all our data?

No. It only uses the sources you approve for that agent, and every query is logged.

How do we know an answer is right?

Each answer shows the query and sources behind it in the run trace, so it can be checked.

What always stays with a person?

Metric definitions, new data sources and anything published outside the company. You can add more rules at any time.

Which tools does it work with?

Common tools for data teams include PostgreSQL, Google Drive, Slack and your BI tools. Ask us about the tools your team uses.

Do we need engineers to set this up?

No. During early access we configure and deploy your first workflows directly with your team.

The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.
The SoftworkerAI Team