From Insight to Operation
Governed, repeatable analytical workflows that turn ad-hoc exploration into deterministic, auditable enterprise processes.
Playbooks capture proven analytical patterns as structured recipes, ensuring the same question always produces the same trusted result.
Three Modes, One Pipeline
Each play in a Playbook operates in one of three modes, giving you precise control over determinism vs. AI reasoning at every step.
SQL Mode locks queries for extraction. SQL & Assess adds structured evaluation. Generate applies AI synthesis, all within governed boundaries.
- SQL Mode: Fully deterministic with identical queries and data every execution
- SQL & Assess Mode: Fixed queries with structured AI evaluation against thresholds
- Generate Mode: AI-driven reasoning within strict instructions for synthesis
- Layered approach ensures the right level of determinism at every step
Outcome: The same question always produces the same trusted analysis.
Play Modes
Progressive determinism
Locked queries · No AI interpretation · Pure extraction
Fixed SQL + AI evaluation · Thresholds · Anomaly detection
AI reasoning · Strict instructions · Executive synthesis
Audit Trail
Full execution record
Enterprise-Grade Trust
Every Playbook execution creates a complete accountability record, from the SQL queries run to the AI reasoning applied.
Locked logic prevents silent query changes, stable interpretation applies consistent business rules, and reproducible structure eliminates methodology drift.
- Every execution captures SQL, tables, data, AI reasoning, and timestamps
- Operates on the governed semantic layer with standardized KPIs
- Role-based access controls and policy enforcement
- Complete accountability records suitable for enterprise governance
Outcome: Full auditability that satisfies enterprise governance requirements.
Turn Knowledge into Scalable Assets
Start with conversational exploration, then capture proven patterns as governed Playbooks that any team member can execute.
Playbooks convert exploratory analysis into organization-ready workflows, ensuring institutional knowledge isn't lost when an analyst leaves.
- Explore data conversationally in Canvas
- Capture valid analysis as a Playbook
- Refine and lock SQL, thresholds, and assessment criteria
- Operationalize for on-demand or automated execution
Outcome: Ad-hoc insights become reusable enterprise workflows.
Workflow
Explore → Capture → Operate
Ask questions in natural language
Save the validated analysis
Set SQL, thresholds, criteria
Run on demand or schedule
Operationalize Your Analytics
See how Playbooks can turn your team's best analysis into governed, repeatable workflows.