Connect data and analyze it with AI

At a glance

This tutorial walks you through a complete workflow: connecting an external data source, modeling it in the ontology, querying the data with an AI agent, and monitoring activity on the dashboard.

Modules used: Live Data, Ontologie, Agent Studio, Dashboard.

Estimated time: 20 minutes.

What you'll do

• Connect an external data source (Google Sheets or API)
• Link the synchronized data to your ontology
• Query the data in natural language with an AI agent
• View the indicators on the Dashboard

Prerequisites

• An Ontologie workspace with at least one entity created
• A Google account (for Google Sheets) or an accessible API
• The Agent Studio module enabled

Step 1: Connect the data source

1. Go to Live Data from the sidebar.
2. Click + New source.
3. Select the desired connector (e.g. Google Sheets).
4. Authorize OAuth access by following the displayed steps.
5. Select the sheet or file to synchronize.
6. Click Connect.

Synchronization starts automatically. You can track progress in the monitoring panel.

Result: a synchronized spreadsheet appears in Spreadsheets > Synchronized data.

For more details: Google Sheets Configuration.

Step 2: Link the data to the ontology

Synchronized data can be linked to your entities to enrich your business model.

1. Go to Live Data > Your source > Entity linking.
2. Select the spreadsheet column that identifies an entity (e.g. Customer name).
3. Map it to the corresponding entity type in the ontology (e.g. Customer).
4. Click Apply mapping.

Entities are automatically created or updated with the spreadsheet data.

For more details: Entity linking.

Step 3: Query with the AI agent

1. Go to Agent Studio.
2. Open a conversation with an agent (or create a new one).
3. Ask questions about your data, for example:
   • How many customers are active?
   • What is the total revenue?
   • List the customers who haven't placed an order this month.

The agent uses search tools to query the ontology and spreadsheets, then responds in natural language.

Tip: If the agent can't find the data, verify that the hybridSearch and ontologyContext tools are enabled in its configuration.

Step 4: View the Dashboard

1. Go to Dashboard.
2. Observe the updated indicators:
   • Ontologie: the number of active entities has increased with the linked entities.
   • Agent Hub: the conversation you just had appears in the sessions.
3. Check the Timeline to see the chronology of events (synchronization, entity creation, agent conversation).

Expected outcome

You have connected an external source, enriched your ontology with synchronized data, queried everything in natural language, and verified the activity on the dashboard. The data will update automatically with each synchronization.

Going further

• Automate a business process — Trigger a workflow when data changes
• Live Data Monitoring — Monitor synchronizations
• Natural language queries in spreadsheets — Query directly from a spreadsheet

Need help?

Contact us: Support and contact.