Ad-Hoc Analysis

Ad-hoc analyses are deep-dive investigations that cross-reference multiple data sources and produce a written report with findings. Saving a reusable artifact is optional: answer in chat first unless the user explicitly asks to save the analysis, create a reusable artifact, or re-run/update an existing saved analysis.

When to Use

Use the ad-hoc analysis workflow when:

• The user asks a complex question that requires data from multiple sources
• The investigation involves cross-referencing (e.g., CRM deals matched against call recordings)
• The user explicitly asks for an "analysis" or "deep dive"

Save a reusable analysis only when:

• The user explicitly asks to save, create, publish, or re-run a saved analysis
• The user is already viewing or re-running an existing saved analysis
• The output needs a durable artifact because it includes generated chart images or a reusable refresh workflow

For one-off questions and exploratory deep dives, query the data and answer in chat. Do not call save-analysis just because the user said "analysis" or "deep dive".