Data Analysis Agent

What the agent has to hold to answer a data question, write the monthly narrative and warn when something moves, shown at its optimal state.

reviewTier: HighIntelligenceOwner: Martech AI Council

Answer a data question

Write the monthly narrative

Watch for unexpected change

Compare and synthesize

Report capacity

Capabilities read context, they do not hold it.

Shared context layer

Change cadence

Context
continuous

Agent memory

  • This question or report — The data pulled, the method, the narrative, what was corrected.
days

Hive memory

  • Approved definitions and saved views — Approved definitions and calculations, recurring questions turned into saved views, corrected narratives, thresholds for what counts as unexpected.
minutes to hours

Operational state

  • Analytics, ad platforms, and the work queue — Site and campaign analytics, ad platform performance, the Workfront project queue, capacity and utilization, research feeds as they arrive.
weeks to months

Organizational knowledge

  • Metric definitions and the measurement plan — Metric definitions and the measurement plan, the reporting calendar, what each leader is accountable for, the rules for what may be compared and how.
quarters +

Ontology

  • One model shared across the agent fleet — Metrics and dimensions, campaigns and channels, service lines and markets, teams and roles, report types: one model shared with the other three agents.

Never copied: read the analytics where they live, write the narrative where the report goes. Classification per #5706-0567.

Systems of record and action

  • Google AnalyticsSensitive
  • BigQuerySensitive
  • Salesforce Marketing CloudCompany
  • Google AdsCompany
  • WorkfrontSensitive
  • NRC Market InsightsCompany

Governance

Tier: HighA2 — Human-reviewed, then published or sent broadly
Why this tier
High tier: it reads analytics and the work queue, both Sensitive. Named approver per use.
The ladder
Answer a question, then draft the narrative, then raise an alert. It never acts on a campaign.
Never
No patient-level data in any read. Every number carries its definition and source; every narrative is checked by a person before it goes out.
Audit
Full audit. A named owner of the definitions.

Governed promotion: corrected definitions and narratives become the standard, monthly, owned.

Built by increment

One report first, the monthly narrative from exports already pulled.

Portable by construction

Definitions and saved views as plain versioned files.

Living

Every corrected narrative tightens a definition; a definition nobody owns produces numbers nobody trusts.