Evidence-backed marketing data query and reporting workspace

Reduce manual query and report assembly while keeping every number traceable to its source. For marketing and analytics teams answering recurring questions across several data sources, convert authorized database connections, marketing platform accounts, spreadsheets and file sources into reviewed answers, charts and reports linked to their queries and source records. The benefit is a testable hypothesis, measured through accepted answers per analyst hour and corrections after report delivery; do not assume that AI output alone produces business value.

Confirm the buyer's problem and scope, collect authorized database connections, marketing platform accounts, spreadsheets and file sources, then follow this sequence: 1. Accept plain-language questions about business data. 2. Connect to authorized databases, marketing platforms and file sources. 3. Generate editable SQL for each question. 4. Show query results immediately in a spreadsheet-style grid. 5. Build charts and dashboards from prompts or manual configuration. Resolve uncertain cases with qualified reviewers, approve reviewed answers, charts and reports linked to their queries and source records, and measure accepted answers per analyst hour and corrections after report delivery against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate queries, charts and written summaries for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Read-only source access by default; metric definitions and final numbers remain analyst-owned. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Preserve source attribution, metric definitions, query accuracy and usage permissions. Analysts approve substantive changes and publication scope. Read-only source access by default; metric definitions and final numbers remain analyst-owned. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: Read-only source access by default; metric definitions and final numbers remain analyst-owned. Implement one approved source type, a bounded representative question set and the first two task modules: accept plain-language questions about business data; connect to authorized databases, marketing platforms and file sources. Support the remaining modules with operator review: generate editable SQL, show results in a grid, build charts, clean and join data, save templates, expose processing steps, generate written summaries, push approved segments, export and share. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Authorized databases, marketing platform accounts, spreadsheets and permitted file sources. Cloud storage, BI and reporting destinations, and marketing execution tools. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Source connections and permissions, Query and evidence workspace, Report and delivery. Use a thumbnail gallery for saved questions and reports, a large central canvas for query, result grid and chart, and a right-hand panel for sources, definitions, filters and comments. Let users compare query versions and result sets side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant chart or number. Make the task-specific outcome reviewed answers, charts and reports linked to their queries and source records visible beside its evidence, review state and value baseline.