Use case
Use case3 min readBy The Data Workers Team

Board and executive reporting data, run by agents

Board packs are assembled from a dozen sources the week before the meeting, and numbers are argued over. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Board packs are assembled from a dozen sources the week before the meeting, and numbers are argued over.
  • •What changes. Agents assemble the pack from governed definitions, reconcile every figure and attach lineage.
  • •What stays with your people. Board materials: directors rely on them.
  • •The result. The board pack is ready and agreed before the week of the meeting.

The problem today

Board packs are assembled from a dozen sources the week before the meeting, and numbers are argued over.

What changes with Data Workers

Agents assemble the pack from governed definitions, reconcile every figure and attach lineage.

The workflow: Data Context & Catalog agent (define_business_rule) → Quality Monitoring agent (run_quality_check) → Data Context & Catalog agent (trace_cross_platform_lineage) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Data Context & Catalog agent (define_business_rule) → Quality Monitoring agent (run_quality_check) → Data Context & Catalog agent (trace_cross_platform_lineage) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Data Context & Catalog agent calls define_business_rule and applies governed definitions.
  2. 2.The Quality Monitoring agent calls run_quality_check and reconciles every figure.
  3. 3.The Data Context & Catalog agent calls trace_cross_platform_lineage and attaches lineage.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and routes the pack for sign-off.

The impact metrics we move

  • •Board pack assembled: from about a week to 4 h
  • •Figure reconciled: from about 2 days to 15-20 min
  • •Lineage for a figure: from about a day to seconds
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Figures come from governed definitions, so no arguments about the number.
  • •Every figure has lineage, so questions are answered in the room.

Where your people stay in charge

Board materials always go to a named approver, because directors rely on them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. One board pack's data.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Board pack assembled: from about a week to 4 h
  • •Figure reconciled: from about 2 days to 15-20 min
  • •Lineage for a figure: from about a day to seconds
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The finance and accounting page · The full team playbook

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