Start with a defined trigger
An analyst submits a defined question against an approved reporting dataset.
Business question-to-reviewed-query
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm role permissions, reporting replicas and execution limits. Keep generated queries away from production write authority.
An analyst submits a defined question against an approved reporting dataset.
Provide permitted schema definitions, business metric definitions, sample shapes and query-cost constraints. Exclude sensitive values unless required and authorized.
Draft a read-only query and explain joins, filters and assumptions. Identify missing definitions before producing a misleading metric.
A qualified reviewer checks correctness and execution cost in a controlled environment before the query is used.
Save the accepted query with its metric definition and verification notes in the team's reporting repository.
Measure incorrect joins, metric discrepancies, review effort and execution cost against the accepted baseline.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.