How to build a Snowflake Analytics Agent

This AI agent translates plain English business questions into actionable, C-suite-ready insights by automatically querying a Snowflake data warehouse and summarizing results.

Challenge

Business users struggle to get clear, executive-level answers from complex data warehouses without technical SQL knowledge.

Industry

Operations

Advertising

SaaS

Department

Sales

Operations

Integrations

OpenAI

OneDrive

Snowflake

Workflow Overview

This flow is designed to answer user questions about a Snowflake data warehouse, using both a data dictionary and live database queries, and then provides a C-suite-friendly, well-formatted answer.

1. User Input

  • Node: Input

  • Purpose: The user enters a question or request (e.g., “Which customers have placed the most orders over the past 30 years?”).

2. Data Dictionary Lookup

  • Node: Data Dictionary (Knowledge Base)

  • Purpose:

    • The user’s question is sent to a knowledge base (in this case, a data dictionary stored in OneDrive).

    • This node helps provide context about the database structure, common analysis patterns, and available fields/tables.

    • It’s useful for both the AI and the user to understand what kinds of questions are possible and how the data is organized.

3. Snowflake Database Query

  • Node: Query Snowflake (Action Node)

  • Purpose:

    • To tell you more about this tool, let me inspect its exact properties.

(Fetching details about the "Query Snowflake" action...)Here’s how the Query Snowflake action node works in your flow:

  • Node: Query Snowflake (Action Node)

  • Purpose:

    • This node takes the user’s question (in plain English or SQL) and the list of available tables.

    • It translates the question into a Snowflake SQL query and runs it against your Snowflake database.

    • The output includes:

      • The actual SQL query that was executed.

      • The results of that query (as a table of data).

4. AI-Powered Analytics Explanation

  • Node: Anthropic (LLM Node)

  • Purpose:

    • The results from the Snowflake query, along with the original user request, are sent to an advanced AI model (Anthropic Claude 4.5 Sonnet).

    • The AI is instructed to:

      • Read the query results and the user’s question.

      • Respond in clear, concise language suitable for C-suite executives.

      • Use Markdown formatting for tables and headers.

      • If the query is incorrect or cannot be answered, the AI will inform the user.

5. Output to User

  • Node: Output

  • Purpose:

    • The AI’s response is displayed to the user as the final output.

6. Sticky Note (for Builder Reference)

  • Node: Sticky Note

  • Purpose:

    • This is a builder’s note reminding you that the data is from the 1990s, so questions about recent years (like “last 12 months”) are not appropriate.

    • It also gives example questions you can ask.


Summary Table

Node Name

What It Does

Input

User enters a question

Data Dictionary

Looks up database structure/context

Query Snowflake

Runs the user’s question as a query on Snowflake and gets results

Anthropic

AI explains the results in business-friendly language

Output

Shows the AI’s answer to the user

Sticky Note

(Builder note: data is from the 1990s, gives example questions)

In short:
This flow lets a user ask a business question, checks the data dictionary for context, runs a live query on Snowflake, and then uses AI to explain the results in a way that’s easy for executives to understand.

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Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.