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Hex AI Agents

Automate data analytics workflows with AI agents that connect to Hex. Generate insights with natural language, execute notebooks programmatically, create dynamic dashboards, and build intelligent data pipelines.

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What are Hex AI Agents?

Hex AI agents are intelligent automation tools that connect directly to your Hex workspace to execute notebooks, generate dashboards, and orchestrate data analytics workflows. These AI-powered agents can translate natural language into SQL and Python, automate reporting, and create dynamic visualizations.

Manual notebook execution, dashboard updates, and report generation consume valuable analyst time. Our marketplace features 0 Hex AI agents and tools that automate data workflowsβ€”from natural language querying and automated reporting to scheduled notebook runs and collaborative analytics.

Whether you're building data pipelines, automating business intelligence, or creating self-service analytics, these Hex AI agents help you work smarter by turning natural language into executable code while maintaining data quality and governance.

What Can You Build?

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Data Analysis

  • β€’ Automated notebook execution and reporting
  • β€’ Dynamic dashboard generation from queries
  • β€’ Scheduled data refresh and updates
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Analytics Intelligence

  • β€’ Natural language to SQL/Python conversion
  • β€’ Automated insights from data patterns
  • β€’ Cross-dataset analysis and correlation
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Workflow Integration

  • β€’ CRM and analytics synchronization
  • β€’ Automated reporting pipelines
  • β€’ Multi-source data orchestration

Benefits of AI Agents for Hex

βœ— Before AI Agents

  • βœ— Manual notebook execution for every analysis
  • βœ— Time-consuming dashboard creation and updates
  • βœ— Complex SQL/Python knowledge required for queries
  • βœ— Non-technical stakeholders blocked by code barriers
  • βœ— Manual report generation and distribution

βœ“ With AI Agents

  • βœ“ Automated notebook runs on schedule or trigger
  • βœ“ Dynamic dashboards generated from natural language
  • βœ“ Natural language to SQL/Python conversion instantly
  • βœ“ Self-service analytics for business users
  • βœ“ Automated reporting with intelligent insights

Potential Use Cases

Processes You Can Automate

  • 1

    Scheduled Reporting

    Automatically generate and distribute weekly/monthly reports

  • 2

    Dashboard Refreshes

    Keep dashboards updated with latest data automatically

  • 3

    Ad-hoc Analysis

    Let stakeholders query data using natural language

  • 4

    Data Quality Monitoring

    Run validation notebooks and alert on anomalies

Tasks AI Agents Can Handle

  • 1

    Code Generation

    Convert business questions into SQL and Python code

  • 2

    Insight Extraction

    Analyze results and generate narrative summaries

  • 3

    Notebook Orchestration

    Chain multiple notebooks for complex workflows

  • 4

    Visualization Creation

    Generate appropriate charts based on data types

Industry Use Cases

See how different industries leverage Hex AI agents

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Data Analytics Teams

Accelerate analysis and reporting

Automated Reporting

Schedule recurring business reports

Self-Service Analytics

Enable business users to explore data

Insight Generation

Automatically surface trends and anomalies

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Product Teams

Data-driven product decisions

Usage Analytics

Track feature adoption and engagement

A/B Test Analysis

Automate experiment result reporting

User Cohort Analysis

Segment and analyze user behavior

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Finance Teams

Financial reporting and forecasting

Revenue Reporting

Automated monthly and quarterly reports

Budget Tracking

Monitor spend vs. budget in real-time

Forecasting Models

Run scenario analysis automatically

Considerations and Challenges

Technical Considerations

  • β€’ API authentication and workspace permissions
  • β€’ Query optimization for large datasets
  • β€’ Managing dependencies and package versions
  • β€’ Handling notebook execution timeouts

Operational Challenges

  • β€’ Validating AI-generated code for accuracy
  • β€’ Managing version control for notebooks
  • β€’ Balancing automation with data governance
  • β€’ Monitoring scheduled runs and error handling
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