Conversational Data Workflows: Querio Inside Slack & Teams

Querio simplifies accessing business data by integrating directly into Slack and Teams. Teams can ask questions in plain English - like "What were last quarter's sales?" - and get instant answers from their data warehouse without needing SQL or dashboards. Querio connects securely to platforms like Snowflake, BigQuery, or Postgres, delivering results as charts or tables in real time.

Key highlights:

• Cost: $14,000 annual fee with unlimited viewer access.

• Setup: Easy integration via Slack App Directory or Microsoft AppSource.

• Security: SOC 2 Type II compliance and 99.9% uptime SLA.

• Localization: US-friendly formatting for dates, currency, and metrics.

Querio automates reporting, ensures consistent data definitions, and makes data a natural part of team conversations. Start with a pilot in key channels to see how it transforms decision-making.

Ask Data and Slack integration: New in Tableau 2021.4

Setting Up Querio in Slack & Teams

Getting Querio up and running in Slack or Teams is a straightforward process, allowing you to start asking questions and analyzing data in no time.

Slack Integration Setup

To integrate Querio with Slack, begin by installing the app from the Slack App Directory. Your workspace administrator will need to approve the installation and grant permissions so Querio can access your channels and respond to queries.

Once installed, connect Querio to your data warehouse using read-only links (such as Snowflake, BigQuery, or Postgres). Querio ensures your data stays secure by querying directly from your warehouse in real time, without copying or storing any data. All credentials are encrypted for added security.

You can configure specific channels where Querio will be active. For instance, the finance team might use it in the #finance-analytics channel, while the product team enables it in #product-metrics. This setup keeps conversations focused and ensures each team gets the insights they need.

Notification settings are customizable, letting you choose how Querio responds. It can reply instantly when tagged with @Querio or monitor for keywords tied to your business metrics. Many teams prefer a combination of these options, using immediate responses for direct questions and scheduled updates for ongoing discussions.

Teams Integration Setup

Setting up Querio in Microsoft Teams is just as simple and uses Teams' advanced security framework. Start by adding Querio from the Microsoft AppSource marketplace. Your IT administrator will handle authorization to ensure compliance with your organization's security policies.

Querio’s Teams integration is designed to meet the security and compliance standards often required by US-based SaaS, fintech, and e-commerce companies, making the approval process smoother.

You can configure Querio’s access at the team or channel level. Many organizations begin with pilot channels, such as those used by analytics or business intelligence teams, before expanding its use across the company.

US Localization Settings

After setting up Querio, make sure US localization settings are applied for consistent data formatting. Querio defaults to US conventions, displaying dates as MM/DD/YYYY, currency in USD with dollar signs and comma separators, and numbers with periods for decimals and commas for thousands.

In Slack, these settings typically follow your workspace's regional configuration. If your Slack workspace is set to a US time zone and locale, Querio automatically formats its responses to match - showing financial metrics in dollars, dates in the standard US format, and percentages using familiar notation.

For Teams, localization is managed through Microsoft’s built-in regional settings. When your Teams tenant is configured for US regions, Querio aligns with those preferences, ensuring its data outputs are consistent with other tools your team uses.

Additional details, like temperature in Fahrenheit for weather data and imperial units for measurements, help create a seamless experience that feels tailored to American business needs. These small adjustments ensure that Querio fits naturally into your workflows.

How to Use Conversational Data Workflows

Once Querio is integrated into your Slack or Teams workspace, you can start interacting with your data using plain English. Querio translates your natural language queries into SQL, connects directly to your live data warehouse, and delivers visual results in just seconds.

Querying and Sharing Live Data

With Querio running in your channels, every conversation can lead to actionable insights. Instead of waiting for analysts, team members can directly query data during discussions. For instance, a product team might ask about user retention rates for a recently launched feature, or the finance team could request a breakdown of monthly recurring revenue by customer segment. Querio processes these questions, pulls data from your live warehouse, and presents the answers as easy-to-read charts. This seamless sharing allows teams to quickly discuss findings and decide on next steps - all without leaving their conversation.

Automating Routine Analytics

Querio takes care of repetitive analytics tasks by automating them. You can set up scheduled queries to automatically share performance summaries in specific channels at pre-determined times. This ensures everyone stays updated without the need for manual reporting.

Leveraging Querio's Context Layer

Beyond quick queries, Querio provides a centralized way to manage and standardize your data definitions. By maintaining a shared data glossary and ensuring consistent business definitions, Querio promotes uniform results across departments. This structured approach gives teams the confidence to explore data and make informed decisions that drive business success.

Data Governance, Security, and Compliance

When it comes to managing Slack and Teams data workflows, security and governance are non-negotiable. Querio steps up to the plate with features designed to meet the expectations of U.S. businesses handling sensitive financial, customer, or operational data. Here’s how Querio ensures your data workflows remain secure, compliant, and reliable.

Data Governance and Context Management

Querio takes a structured approach to data governance, emphasizing controlled access and standardized definitions across your organization. User permissions are tightly managed and seamlessly integrate with your existing Slack and Teams authentication systems. This ensures employees only access the data they’re authorized to see.

One standout feature is Querio’s enforcement of standardized metrics. By aligning with your Slack and Teams configurations, it guarantees consistent data definitions. For instance, if your sales and finance teams both ask about "monthly recurring revenue", Querio ensures they receive identical results based on your company’s official metrics.

Security Features and Compliance

Querio is built with security at its core, meeting SOC 2 Type II standards. This includes rigorous controls over availability, integrity, confidentiality, and privacy. All database connections are encrypted, with read-only access to your data warehouse. Querio connects directly to platforms like Snowflake, BigQuery, or Postgres, eliminating the need to copy or store your data.

For organizations with stricter security needs, Querio provides self-hosted deployment options, allowing all processing to occur within your infrastructure. This flexibility ensures your data stays exactly where you want it - under your control.

Uptime and Support for US Businesses

Querio delivers reliability with a 99.9% uptime SLA, keeping your conversational data workflows accessible when you need them most. This level of reliability translates to just about 8.8 hours of downtime per year, a standard that aligns with the expectations of mid-sized U.S. enterprises.

Getting Started with Querio

Querio brings AI-powered analytics right into Slack and Teams, making data interaction as simple as having a conversation. With Querio, you can access live data directly in these platforms, streamlining workflows while maintaining the robust data governance and security features mentioned earlier.

Key Benefits

Integrating conversational data workflows into Slack and Teams delivers real, tangible improvements for U.S. businesses:

• Speed: Get answers to complex data questions in seconds. No more waiting hours - or even days - to access warehouse data.

• Collaboration: Sharing data in real-time enhances decision-making. For example, sales teams can discuss up-to-the-minute pipeline updates during morning standups, while finance teams can cross-check budget numbers instantly during planning sessions. The built-in context layer ensures everyone uses consistent metrics and definitions, avoiding cross-departmental confusion.

• Cost Efficiency: Querio’s unlimited viewer access model removes the need for costly per-seat licensing, offering data insights to your entire organization without breaking the bank.

And don’t worry - data governance and security are never compromised. Querio ensures SOC 2 Type II compliance and a 99.9% uptime SLA, giving businesses the reliability they need. Plus, user permissions are seamlessly integrated with Slack and Teams authentication systems.

Next Steps for Implementation

Ready to get started? Begin with a pilot deployment to tackle your team’s most frequent data questions. Think about the common queries your teams ask in Slack or Teams - whether it’s sales performance metrics, customer insights, or operational KPIs.

Start small by deploying Querio in one or two active channels where data discussions already happen. This way, you can quickly show its value while gathering feedback from real users. The setup process is straightforward, integrating easily with existing authentication systems, so your IT team won’t face major hurdles.

Once the pilot proves successful, expand to additional channels and embed data-driven decision-making into everyday conversations.

FAQs

How does Querio keep my data secure and ensure compliance when used in Slack or Teams?

Querio places a strong emphasis on data security and compliance, employing advanced measures like encryption, stringent access controls, and adherence to recognized standards such as HIPAA and GDPR. These efforts are designed to keep sensitive information safe and secure at all times.

To further protect critical data, Querio incorporates data loss prevention (DLP) tools, which help prevent unauthorized sharing or exposure. Its integration with platforms like Slack and Teams is built to align with their established security protocols, ensuring users experience smooth and secure workflows.

Can Querio be adapted for international teams with non-US localization settings?

Querio is designed to cater to the needs of international teams by offering extensive localization options. It adapts automatically to various regional settings, such as currency symbols, date and time formats, and number conventions, ensuring it aligns with global standards effortlessly.

These features make Querio an excellent solution for teams spread across different countries. It enables seamless collaboration and ensures data is interpreted accurately, no matter where team members are located.

How can we successfully run a pilot deployment of Querio in our organization?

To ensure a successful pilot deployment of Querio, begin by selecting a specific use case or team that aligns closely with your organization's objectives. Keep the project scope manageable to maintain focus and efficiency. Take the time to document all necessary configuration settings, establish clear success criteria, and prepare training materials to guide users through the pilot phase.

During the pilot, prioritize gathering feedback from users, closely monitoring system performance, and addressing any issues as they arise. These steps will help refine the deployment process and enhance the overall user experience. After the pilot concludes, assess the results against the success metrics you defined earlier. Use these insights to develop a phased rollout plan for expanding implementation across the organization. Additionally, ensure ongoing training and support to promote user adoption and sustain long-term success.

By approaching the pilot strategically, you can reduce risks and set the stage for a seamless transition to full-scale use of Querio.

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