Components
Knowledge Builder
Learns schema, semantics, and historical baselines.
Continuous Learning Panel
Control background learning cycles from the Data page.
Scheduled Tasks
Run recurring analyses (weekly/monthly) for key metrics.
Continuous Learning
Once you enable the Knowledge Builder:- Agents periodically re-scan connections to keep their understanding fresh.
- Learning passes capture schema changes and quality notes that downstream analyses can reference.
- The learning badge shows when the last pass completed so you know how current the context is.
1
Enable
From Data → Knowledge Builder, click Start Learning. Choose full-auto (find issues + auto-run analyses) or semi-auto (queue recommendations for approval).
2
Review
The panel shows status (
Learning, Idle, Error). Errors include log links so you can retry after fixing credentials.3
Pause
Click Stop to release compute if you only need periodic learning.
Scheduled Tasks
Create automated runs from the Reports page or the Tasks API:| Field | Description |
|---|---|
| Type | immediate, weekly, monthly |
| Schedule | e.g., weekly_monday, monthly_1st |
| Focus area | Optional notes (“Watch enterprise churn”) |
| Connections | Which data sources to use |
Alerts & Notifications
- Dashboard badges show active tasks or learning sessions.
- Report diffing highlights what changed since the last run.
- Coming soon: email / Slack alerts for critical findings.
When to Use Automation
Critical KPIs
Revenue, churn, inventory, or operational metrics that deserve a recurring deep-dive.
Data Quality Context
Keep Knowledge Builder running so analyses understand new columns or refresh gaps.
Quarterly Briefings
Schedule deep-dives ahead of board meetings.
Experiment Tracking
Automate follow-up analyses for A/B tests or pilots.
Operational Checklist
- Name owners for each scheduled task so alerts go somewhere.
- Document cadence and focus in the task description.
- Review the report history monthly to retire tasks that are no longer useful.
- Combine automation with manual “Investigate Further” runs when something interesting pops up.