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AI-Powered Data Analysis

Transform raw data into actionable insights using AI experts with DeepAgents workspace capabilities. This guide shows you how to build automated data analysis workflows that process data, generate visualizations, and create comprehensive reports.

Overview

What you’ll build:
  • Automated data analysis pipeline
  • Interactive data exploration expert
  • Report generation system
  • Scheduled analytics tasks
  • Multi-format output (CSV, charts, reports)
Results:
  • Hours of analysis → Minutes
  • Consistent methodology
  • Repeatable workflows
  • Professional visualizations
  • Automated reporting

Why DeepAgents for Data Analysis?

Task Management

Break complex analysis into subtasks:
  • Load and validate data
  • Clean and preprocess
  • Perform analysis
  • Generate visualizations
  • Write report

File System

Persistent workspace:
  • Store datasets
  • Save analysis scripts
  • Keep visualizations
  • Organize outputs
  • Download results

Iterative Workflow

Refine analysis:
  • Try different approaches
  • Compare results
  • Track methodology
  • Document findings

Automation

Schedule recurring analysis:
  • Daily/weekly reports
  • Real-time monitoring
  • Batch processing
  • Alert generation

Step-by-Step Implementation

1. Create Your Data Analysis Expert

1

Basic Configuration

Expert Setup:
  • Name: “Data Analyst AI”
  • Profession: “Data Analyst & Insights Specialist”
  • Enable DeepAgents Mode
System Prompt:
You are an expert data analyst specializing in [your domain].
Your role is to:
- Analyze datasets thoroughly and systematically
- Generate clear visualizations
- Provide actionable insights
- Write comprehensive reports
- Document your methodology

Always break complex analyses into clear subtasks.
Save all outputs (data files, charts, reports) to the workspace.
2

Configure File Handling

Enable multimodal input:
  • CSV file uploads
  • Excel spreadsheets
  • JSON data
  • Text files
  • Image analysis (optional)
3

Select Model

Recommended models:
  • GPT-4 Turbo: Best for complex analysis
  • Claude 3: Excellent at structured data
  • GPT-3.5 fine-tuned: Cost-effective for routine analysis
Consider:
  • Context window (large datasets need large windows)
  • Code generation capability
  • Cost vs complexity

2. Connect Data Sources

Manual data input:
  • Upload CSV, Excel, JSON files
  • Copy/paste small datasets
  • Drag and drop
Best for:
  • Ad-hoc analysis
  • One-time reports
  • Small datasets
Connect directly:
  • PostgreSQL
  • MySQL
  • MongoDB
  • SQL Server
  • Custom APIs
Benefits:
  • Real-time data
  • Automated updates
  • Large datasets
  • Scheduled queries
Live spreadsheet integration:
  • Read data automatically
  • Write results back
  • Collaborative workflows
  • Easy data updates
Perfect for:
  • Business users
  • Team collaboration
  • Simple datasets
External data sources:
  • Analytics platforms
  • CRM systems
  • Marketing tools
  • Custom APIs
Examples:
  • Google Analytics
  • Salesforce
  • HubSpot
  • Stripe

3. Build Analysis Workflows

Example: Sales Analysis Report
User: "Analyze this sales data and create a comprehensive report"
[Uploads: sales_data.csv]

DeepAgent creates tasks:
├── Load and validate sales_data.csv
├── Clean data (remove duplicates, handle missing values)
├── Exploratory data analysis
│   ├── Calculate summary statistics
│   ├── Identify trends
│   └── Detect anomalies
├── Generate visualizations
│   ├── Sales over time chart
│   ├── Top products bar chart
│   ├── Regional breakdown map
│   └── Customer segment analysis
├── Perform statistical analysis
│   ├── Growth rate calculation
│   ├── Seasonality detection
│   └── Forecasting
└── Write comprehensive report

Files created in workspace:
├── sales_data_cleaned.csv
├── analysis_script.py
├── sales_over_time.png
├── top_products.png
├── regional_breakdown.png
├── customer_segments.png
├── statistical_summary.json
└── sales_analysis_report.md

4. Set Up Automated Reports

Schedule recurring analysis:
1

Create Task

Navigate to Tasks sectionConfigure:
  • Name: “Weekly Sales Report”
  • Schedule: Every Monday at 9 AM
  • Expert: Data Analyst AI
2

Define Input

Data source:
Fetch sales data for the past week from database
Compare with previous week and same week last year
3

Set Output Handling

Delivery options:
  • Save report to workspace
  • Email to stakeholders
  • Post to Slack channel
  • Update Google Sheets dashboard
4

Enable Workspace

Each task has its own workspace:
  • Historical reports
  • Trend analysis across weeks
  • Cumulative insights

Real-World Examples

Example 1: E-Commerce Analytics

Scenario: Online retailer, 10K orders/month Implementation:
Daily Automated Analysis:
1. Load previous day's orders
2. Calculate key metrics:
   - Revenue, AOV, conversion rate
   - Top products, categories
   - Customer segments
3. Generate visualizations
4. Compare to targets and trends
5. Email executive summary
6. Alert on anomalies

Workspace contains:
├── Historical data (30 days)
├── Daily reports
├── Trend charts
├── Anomaly alerts
└── Forecasting models
Results:
  • 2 hours/day → 10 minutes automated
  • Consistent daily insights
  • Faster decision making
  • Trend spotting improved
  • No more manual Excel work

Example 2: Marketing Campaign Analysis

Scenario: Digital marketing agency Workflow:
User: "Analyze this campaign performance"
[Uploads: campaign_data.csv]

DeepAgent process:
1. Load and validate data ✓
2. Calculate metrics:
   - CTR, CPC, CPA, ROAS
   - Engagement rates
   - Conversion funnel
3. Generate comparison charts:
   - vs. previous campaigns
   - vs. industry benchmarks
   - vs. targets
4. Identify insights:
   - Best performing audiences
   - Optimal ad creatives
   - Time-of-day patterns
5. Provide recommendations
6. Create client-ready presentation

Output:
├── campaign_analysis.pptx
├── performance_dashboard.html
├── detailed_metrics.csv
├── recommendation_report.md
└── visualization_pack.zip
Value:
  • Professional reports in 5 minutes
  • Consistent analysis methodology
  • Data-driven recommendations
  • Impress clients with speed

Example 3: Financial Forecasting

Scenario: Finance department, monthly forecasting Implementation:
Monthly Task (First business day):
1. Fetch financial data (revenue, expenses, cash flow)
2. Clean and standardize
3. Apply forecasting models:
   - Time series analysis
   - Regression models
   - Moving averages
4. Generate scenarios:
   - Best case
   - Base case
   - Worst case
5. Create visualization dashboard
6. Write CFO brief

DeepAgent workspace:
├── historical_data/ (24 months)
├── forecasting_models/
├── monthly_reports/
├── scenario_analyses/
└── presentation_decks/
Results:
  • 3 days work → 2 hours
  • Multiple scenario modeling
  • Consistent methodology
  • Better forecast accuracy
  • More time for strategic analysis

Advanced Features

Interactive Data Exploration

Conversational analysis:
User: "Show me sales by region"
Agent: [Generates chart] "Here's the breakdown. North region leads with $2.3M (38%)"

User: "Drill down into North region by product"
Agent: [Generates detailed chart] "Top 3 products in North:
        1. Product A: $850K
        2. Product B: $720K
        3. Product C: $450K"

User: "Compare Product A performance across all regions"
Agent: [Generates comparison chart] "Product A analysis:
        - Strong in North (37% market share)
        - Growing in West (22%, +15% MoM)
        - Opportunity in South (only 8%)"

All charts saved to workspace for later reference.

Multi-Dataset Analysis

Combine multiple sources:
User: "Analyze correlation between marketing spend and revenue"
[Uploads: marketing_spend.csv, revenue.csv]

DeepAgent:
1. Load both datasets
2. Merge on date
3. Calculate correlations
4. Regression analysis
5. Visualize relationships
6. Identify optimal spend levels
7. Generate actionable insights

Creates:
├── merged_data.csv
├── correlation_matrix.png
├── regression_analysis.png
├── spend_optimization.png
└── insights_report.md

Code Generation

Expert generates analysis scripts:
DeepAgent creates:
- Python scripts for repeatable analysis
- SQL queries for database extraction
- Data transformation pipelines
- Visualization code

All saved to workspace:
├── analysis.py
├── data_extraction.sql
├── transform_pipeline.py
└── visualizations.py

You can:
- Download and run locally
- Modify for variations
- Share with team
- Schedule execution

Best Practices

Data Quality First

Always validate:
  • Check for missing values
  • Identify duplicates
  • Verify data types
  • Look for outliers
  • Document assumptions
Let DeepAgent:
  • Create data quality subtask
  • Generate validation report
  • Flag issues for review

Document Everything

DeepAgent workspace includes:
  • Methodology notes
  • Data sources
  • Transformation steps
  • Analysis decisions
  • Results interpretation
Benefits:
  • Reproducible analysis
  • Audit trail
  • Knowledge sharing
  • Quality control

Iterate and Refine

Use workspace for:
  • Try multiple approaches
  • Compare results
  • Refine methodology
  • Build on previous work
Example:
v1: Basic analysis
v2: Add more metrics
v3: Improve visualizations
v4: Add forecasting
v5: Production-ready

Automate Routine Work

Schedule regular reports:
  • Daily dashboards
  • Weekly summaries
  • Monthly deep dives
  • Quarterly reviews
Each maintains workspace:
  • Historical context
  • Trend tracking
  • Comparative analysis

Visualization Best Practices

DeepAgent can generate:
  • Line charts (trends over time)
  • Bar charts (comparisons)
  • Scatter plots (correlations)
  • Heatmaps (patterns)
  • Pie charts (proportions)
  • Dashboards (overview)
Pro tips:
  • Specify chart types in requests
  • Request multiple visualization options
  • Ask for dashboard layouts
  • Save all visualizations to workspace
  • Download in multiple formats (PNG, SVG, PDF)

Cost Optimization

For routine analysis:
  1. Use Model Distillation:
    • Generate 1000 analysis examples with GPT-4
    • Train GPT-3.5 on your analysis patterns
    • Deploy for 93% cost reduction
    • Maintain 90-95% quality
  2. Efficient Task Design:
    • Cache frequently used data
    • Reuse analysis scripts
    • Incremental updates vs full reanalysis
    • Smart scheduling to avoid overlaps
  3. Right-Size Models:
    • Simple summaries: GPT-3.5
    • Complex analysis: GPT-4
    • Code generation: Claude or GPT-4
    • Match model to complexity

Common Challenges & Solutions

Challenge: Dataset too large for context windowSolutions:
  • Sample data for exploration
  • Aggregate before analysis
  • Split into chunks
  • Use summary statistics
  • Connect to database (query vs load all)
Challenge: Multi-step statistical analysisSolutions:
  • Enable DeepAgents task breakdown
  • Create step-by-step subtasks
  • Use HITL mode for approval
  • Generate and review code
  • Validate intermediate results
Challenge: Charts don’t look professionalSolutions:
  • Be specific about requirements
  • Request multiple options
  • Fine-tune on your style examples
  • Generate code for manual refinement
  • Use professional templates

Next Steps