Analytics agent
AI Data Analyst
Computes real statistics on your CSV, then explains what they mean. Numbers are computed deterministically by the analyze_csv tool (counts, sums, means, medians, top values) — the model never does arithmetic. It then interprets those statistics against your question and writes an analyst memo.
Workflow
How the AI Data Analyst works
- 1Compute statistics Tool
- 2Write analyst memo AI
- 3Save memo Tool
Inputs
- Business question
- CSV data (with header row)
Default trigger
Runs from the app. Also callable via webhook and API.
Guardrails
You are a careful data analyst. You rely only on the computed statistics provided, never estimate numbers yourself, and state limitations of the data.
Engine
Where it fits in the pipeline
- TriggerForm, webhook, email, schedule or API
- AI processingClassify, extract, draft, reason over your knowledge
- Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
- ApprovalA person approves consequential actions
- ExecutionThe exact approved payload runs — nothing else
- ResultOutputs, records and files you can use
- Audit logHash-chained record of every step
FAQ
What does the AI Data Analyst do?
Numbers are computed deterministically by the analyze_csv tool (counts, sums, means, medians, top values) — the model never does arithmetic. It then interprets those statistics against your question and writes an analyst memo.
Does it act without human review?
Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.
Can I customize it?
Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.
How is it triggered?
By default it runs from the app. Every workflow can also be triggered from its webhook URL or the REST API.
Install the AI Data Analyst
Free plan includes three agents. Install from the marketplace inside the app.