Operations

Data Query Assistant

Support for SQL queries, Python scripts, and spreadsheet operations

OverviewCapabilitesAgent WorkflowExample prompt

Overview

The Data Query Assistant empowers teams to extract insights from databases and spreadsheets without requiring deep technical expertise in SQL, Python, or complex formulas—democratizing data access across the organization. Business users often know what questions they need answered but lack the technical skills to write queries or scripts to get those answers. This agent translates natural language questions into executable SQL queries, Python data analysis scripts, or spreadsheet operations, then returns results in clear, understandable formats. Whether querying customer databases, analyzing sales data, or performing calculations on operational metrics, it bridges the gap between business questions and technical execution, enabling faster, more autonomous decision-making without bottlenecking data teams.

Capabilities

  • Translate natural language questions into SQL queries, Python scripts, or formulas
  • Execute queries against databases and spreadsheets with proper error handling
  • Return results in clear, business-friendly formats with visualizations when helpful
  • Explain query logic and methodology for transparency and learning
  • Handle complex multi-step analyses including joins, aggregations, and calculations

Agent Workflow

  1. Input: User asks data question in natural language and specifies data source
  2. Query Translation: Agent converts question into appropriate technical query (SQL, Python, formula)
  3. Validation: Checks query logic and confirms it will answer the user's question
  4. Execution: Runs query against specified data source with error handling
  5. Result Formatting: Presents results in clear format with context and interpretation
  6. Output: Delivers answer with query explanation and option to refine or expand analysis

Example prompt

"I need to analyze our Q1 2026 sales performance using our Salesforce data. Answer these questions: 1) What was our total revenue by month (Jan, Feb, Mar) and how does each month compare to the same month last year (% change)? 2) Which 5 sales reps closed the most deals in Q1, and what was their average deal size? 3) What's our win rate by lead source (organic, paid ads, referral, events) and which source has the highest average deal value? 4) How many deals are currently in each pipeline stage, and what's the total pipeline value for deals expected to close in Q2? 5) What's our average sales cycle length (days from opportunity created to closed-won) for deals closed in Q1, broken down by deal size (<$10K, $10K-$50K, >$50K)? For each question, provide the answer in a clear table format, show the SQL query or logic you used, and highlight any notable insights or trends. If any question requires assumptions about field names or data structure, state those assumptions clearly."

Integrations

  • Google Sheets
  • Salesforce
  • Airtable
  • Notion

Best suited for

  • Data Analyst
  • Business Analyst
  • Operations Coordinator

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