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Data, BI and analytics

Forecast Agent

It can query sources, explain metrics, validate quality, prepare analysis and turn questions into traceable deliverables, focused on forecasting. It works with authorized system context, connected tools and verifiable evidence before closing or escalating a case.

Supports the team in forecasting: understands requests, checks sources, prepares recommendations and executes only actions allowed by permissions and policies.

Schedule discovery

Signals, actions and outputs

This model keeps the agent from being just a conversation: it defines what it reads, what it can execute and what it leaves ready for the team.

Input signals

  • Forecasting requests or alerts
  • Forecasting operating data
  • Data warehouse
  • Quality rules

Connected tools

  • Safe SQL lookup
  • Dataset catalog
  • ETL monitor
  • Commentary generator

Agent actions

  • Classifies the request within forecasting and determines urgency, owner and confidence level.
  • Checks safe SQL lookup and dataset catalog before recommending or preparing an action.
  • Prepares drafts, tasks, alerts or updates so the team can act faster.
  • Prepares a review packet for data owner or BI when the query changes an official metric, exposes sensitive data or conflicts with the forecasting definition.

Operating outputs

  • Actionable forecasting summary with cited sources
  • Recommendation with confidence, owner and next step
  • Evidence ready for review, audit or operational follow-up

How the agent operates

The cycle starts with context, applies rules, executes actions and ends with reviewable evidence.

01

Reads context

Checks authorized sources, messages, documents or process data.

02

Reasons with limits

Uses guardrails, thresholds and policies to prioritize and decide next steps.

03

Acts or escalates

Runs an automation, prepares an answer or assigns the case to an owner.

04

Leaves evidence

Stores summaries, decisions, errors, files and session traceability.

Operating governance

Guardrails

  • KPI, dataset, production query or forecasting definition changes require data owner approval.
  • Uses only authorized safe SQL lookup & dataset catalog; records dataset, metric, query, version and data owner.
  • Does not publish metrics, models or critical definitions without validation; leaves lineage and ownership for forecast.

Channels

  • Operations inbox
  • Data catalog
  • BI portal

Human handoff

Hands off to data owner or BI when the query changes an official metric, exposes sensitive data or conflicts with the forecasting definition.

Evidence

Each interaction can stay linked to session, execution, user, source consulted and proposed or executed action.

Applied real-world pattern

Inspired by real data agents that prepare datasets for AI, explain dashboards, validate quality and turn ambiguous requests into traceable analysis.

Data warehouse
Data catalog
Power BI/Tableau
ETL orchestrator

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Review Forecast Agent with a real process

We validate sources, permissions, available tools and escalation criteria before proposing the first deployment.

Schedule discovery