Data Analysis Agent
What it does
A Data Analysis Agent lets non-technical team members query databases using natural language. It writes SQL, builds visualisations, spots statistical anomalies, and generates narrative summaries of what the data means. Analysts use it to accelerate exploratory work; executives use it to get answers without waiting for reports.
Common tools
How to build one
Document the current manual process step by step. Identify which steps are repetitive, rule-based, and high-volume — those are your automation targets.
Clean and structure the data the agent will need — CRM records, support tickets, or policy documents — so it can retrieve accurate answers.
Use RAG (Retrieval-Augmented Generation) to ground the agent's responses in your company's actual data rather than general knowledge.
Track resolution rates, response accuracy, and time saved. Use these metrics to justify expansion and catch quality regressions early.
Related lessons
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