Outborn Agent Platform · Step-by-step guide
Business Analyst
Analyze approved Data Collections, build reports and dashboards, and keep the source of a result visible.
Before you begin
- Select a permitted Data Collection or other approved evidence source.
- Know the metric, period, and comparison you want to inspect.
Follow the workflow
- 01
Ask a specific analytical question
Name the metric and time range, such as monthly revenue by product for the last quarter.
- 02
Inspect the evidence
Review source lineage, assumptions, verification checks, and any redacted query preview shown with the response.
- 03
Check the visualization
Confirm axes, units, grouping, and totals against the underlying findings before saving a chart or report.
- 04
Save and share deliberately
Persist a useful dashboard or report only after checking its source scope and audience.
The analysis has a clear source, a checked interpretation, and an artifact the intended audience can access.
Check Data Collection grants, source availability, semantic definitions, and whether the requested operation needs approval.
Applied guidance
Best practices for business analyst
Recommended
- State metric, period, filters, and comparison in the question.
- Inspect source lineage, units, grouping, and assumptions before saving or sharing a result.
Avoid
- Do not treat a plausible chart as proof that its data or interpretation is correct.
01
Prepare approved data
Select a Data Collection or another permitted source. The browser does not connect directly to business databases and the model does not receive administrator database credentials.
02
Ask an analytical question
Ask for a metric, comparison, or trend in the Business Analyst. Inspect the selected sources and assumptions before relying on the result.
03
Work with artifacts
Save useful analysis into supported reports or dashboards, then review its data scope and sharing permissions.
04
Understand the boundary
The analyst uses governed data access and approved operations. Results still need human review when data quality or a business decision matters.
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