Welcome to Squadbase

Squadbase is your team's AI data agent. Ask a question in plain English and get a shareable dashboard back in seconds — or set the agent to run on a schedule and deliver reports straight to your inbox, Slack, or Microsoft Teams. No SQL, no dashboard modeling, and no BI training required.

Why Squadbase?

Transform how your team works with data. Instead of spending weeks learning traditional BI tools like Tableau or Power BI, simply describe what you want in natural language — your AI data agent builds the dashboard, or the recurring report, for you.

Traditional BI Workflow

• Learn complex tools (SQL, data modeling, visualization grammar)
• Wait for data teams to build dashboards
• Static reports that are difficult to update

Squadbase Workflow

1. Connect your data — Start with an Excel file, or connect a database, warehouse, or business app (CRM, marketing, productivity tools, and more)
2. Ask your data agent — Describe what you need in natural language, once or on a recurring schedule
3. Get your answer — A shareable dashboard, or a report delivered automatically to email, Slack, or Teams

What Your Data Agent Can Do

Squadbase's data agent works two ways: ask it questions in the moment, or set it to work on a schedule.

💬 Ask & Explore

Chat with your data agent to build dashboards on the spot. Upload a file, or connect a database or business app — describe what you want to see, and iterate through conversation — no chart configuration, no SQL.

→ Create Your First Dashboard

🔁 Automate & Report

Set your data agent to run on a schedule and deliver results automatically — to email, Slack, or Microsoft Teams. Some examples teams run today:

• Marketing performance — "Find content ideas from website traffic and ad data, and send a weekly digest."
• Project & budget tracking — "Every Monday morning, analyze project risks and report on bottlenecks."
• Churn & upsell detection — "Every morning, identify users showing upsell potential or churn signals and email each account owner with recommended actions."
• Sales prep — "Before each meeting today, draft a prep brief from past meeting notes and customer activity, and email it to the account rep."

Agents can also be triggered on demand from external tools — Zapier, n8n, cron jobs, or your own app — via the API, so a report goes out the moment something happens, not just on a schedule.

→ Create an Agent

Who is Squadbase for?

Business Users

Transform Excel files into interactive dashboards without writing code. Share insights with your team immediately, without waiting for the data team.

Data Analysts

Skip repetitive dashboard creation. Focus on answering business questions and let your data agent handle the implementation — and the recurring reports.

Engineering Teams

Provide an environment where the entire organization can safely work with data. Security, access control, and audit logs come standard, enabling enterprise-grade governance.

Key Features

🎯 Optimized for BI

Unlike generic AI coding tools, Squadbase's data agent is optimized for data analysis:

• Native support for SQL databases, data warehouses, and business apps (CRM, marketing, productivity tools, and more)
• Transparent data transformation pipelines
• Statistical analysis and visualization libraries included by default

🧠 Learns Your Data

Your data agent doesn't just understand SQL syntax—it learns about your business:

• Explores data schemas together
• Remembers conversation context
• Understands domain-specific terminology

📊 Complete Transparency

Every chart and metric shows exactly how it was calculated:

• Display SQL queries behind analyses
• Verify data transformation steps
• Ask the agent to explain any part of the code

🔔 Automated Delivery

Turn any analysis into a recurring report — no manual re-running required:

• Schedule agents to run daily, weekly, or on a custom cadence
• Deliver results to email, Slack, and Microsoft Teams — combine destinations freely
• Trigger runs on demand via API for event-driven reporting

👥 Built for Collaboration

• Viewers are free — Share dashboards with unlimited team members
• Anyone can modify and explore analyses
• Analysis history is saved and reusable

🔒 Enterprise-Ready Security

• Secure execution environment with blocked external access
• Granular access control for data and dashboards
• Complete audit logs for compliance

Get Started in Minutes

Show monthly sales trends by region,
and highlight regions with declining performance

Want recurring reports instead of a one-off dashboard? See Create an Agent.

Why an AI Data Agent, Not Traditional BI?

Traditional BI platforms create two user classes: "creators" who understand the tools, and "viewers" who can only look at dashboards. This creates several problems:

• Bottlenecks centered around data teams
• Stale dashboards that no one maintains
• Expensive licenses just to "view" data

Squadbase empowers everyone to create. The barrier between creators and viewers disappears. Data becomes a shared resource for organizational learning, not just output from a specialized department.

Next Steps

• Create Your First Dashboard
• Create Your First Agent