AI assistant analyzing charts and graphs from a database, transforming raw data into clear visualizations

How to Build an AI Data Analyst (No SQL Required)

An AI data analyst connects to your analytics, databases, and spreadsheets — then answers questions over email in plain English. No SQL, no dashboard hunting, no waiting on the data team.

The agent also posts scheduled summaries directly to Slack — so leadership gets the numbers without asking.

# leadership
D
Data Analyst Mon 9:00 AM
Weekly Business Snapshot — March 17, 2026
Key Metrics
Website Sessions
14,230 (up 8.2% WoW)
New Signups
312 (down 5.1%)
Net New MRR
$9,200 (up from $7,800)
Total MRR
$284,600
Blended ROAS
3.1x on $4,120 spend
Flag
Signups down despite traffic up — check landing page

How it works

Create a data analyst at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your analytics and data sources — Google Analytics, BigQuery, and Google Sheets cover most use cases. The agent starts answering questions immediately over email and Slack, and learns your preferred metrics, formatting, and reporting cadence over time. For a full walkthrough, see How to Create a Custom AI Email Agent.


What an AI data analyst connects to

CategoryIntegrations
AnalyticsGoogle Analytics, Amplitude, Mixpanel, PostHog, Plausible, Segment, Hex
DatabasesGoogle BigQuery, Databricks, Neon, Turso
SpreadsheetsGoogle Sheets, Airtable, Microsoft Excel
MarketingGoogle Ads, Meta Ads, Semrush, Ahrefs
DeliverySlack, Microsoft Teams, Email, Google Drive

How teams use an AI data analyst

  • Marketing asks about campaign ROAS — agent pulls from Google Ads and Analytics, responds in 2 minutes.
  • Product asks about onboarding drop-off — agent queries BigQuery, surfaces the exact step where users churn.
  • Leadership wants a weekly snapshot — agent compiles traffic, signups, revenue, and churn every Monday at 9am.

Build yours in under 10 minutes: Create a data analyst.


Related: What Are AI Agents · How to Create a Custom AI Email Agent · How to Build AI Employees · Best AI Agents for Productivity · Your First 30 Days with an AI Agent

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See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR