AI is already woven into more of your ClicData workflow than you might think, from data prep to dashboard building.
Watch Christian Mindo (Technical Support Lead) and Anna Walter (Product Manager) walk through a real sales manager scenario: messy data across CRM, activities and targets, cleaned up and enriched with AI directly in Data Flows. From there, see how AI keeps showing up at every step, generating SQL with natural language, building a full follow up plan with DataScripts, and turning that foundation into a dashboard built from a simple prompt.
On the agenda:
- Data foundation with AI : deduplicate and clean data, use Ask AI to summarize unstructured notes, flag primary blockers and risk levels, and generate calculated columns from plain language instead of SQL
- DataScripts and AI : turn enriched data into a prioritized sales follow up plan using Python, generated and explained by AI, no developer required
- Dashboards built with AI : create a full dashboard from a prompt in seconds, keep refining it by chatting with the AI, and let end users ask questions directly from a live dashboard
- MCP server : connect ClicData’s data warehouse to your favorite AI client (Claude, ChatGPT, etc.) and query it in natural language, respecting each user’s permissions