How It Works
Describeit.Yourteammatesbuildit.
Youapproveit.
You talk to AI teammates in plain English. The Manager hands each part to the right one. Your data person reviews the work before it ships.
The Workflow
Four steps from source to dashboard.
Connect, describe, review, ship. Here is the flow, end to end.
Connect a source
Point OptimaFlo at a database, a cloud bucket or an API. The Ingestion Engineer reads the structure and gets it ready.
Describe what you need
Type it in plain English: "load my Stripe data and show revenue by region." No ticket queue.
Review the work
Your teammates write the pipeline and the SQL. You read it, change it, or approve it. Quality checks are attached to every step.
Ship it in your cloud
The approved work runs in your own AWS or GCP account and feeds a live dashboard. You end up with a raw copy of each source with full history, clean tables from SQL your team approved, and ready tables that power your dashboards, all stored as open Apache Iceberg tables you own.
Your AI Teammates
AI teammates do the legwork, you make the calls
Extra hands for the data person or team you already have. Describe what you need in plain English and a Manager delegates to specialists who handle ingestion, modeling, analysis, dashboards, and quality. Your people review and approve what ships. Big data platforms assume a platform team to run them. OptimaFlo handles the platform work, so your team can take on more.
Manager
Describe what you need in plain English. The Manager breaks it into steps and delegates to the right teammate.
Ingestion Engineer
Connects to your data. Reads its structure. Recognizes file types on its own.
Data Engineer
Breaks your goal into pipeline steps. Generates SQL for each. Lays them out on the visual canvas.
Analytics Engineer
Writes and cleans the SQL behind every model. Checks for security issues, then re-runs transforms when your data changes.
BI Developer
Builds interactive dashboards from your data, then edits them through conversation. Adjust filters, swap chart types, add widgets by asking.
Analyst
Query your data in plain English. Generates SQL, runs it, returns charts and tables. No code required.
Quality Engineer
Builds quality checks: completeness, consistency, uniqueness, accuracy. Attaches them to every step.
AI Instructions
Teach the AI agents your rules once.
Provide custom rules that the AI agents follow on every build, scoped to a workspace or a single pipeline. No repeating yourself.
The AI agents apply them on every build, automatically. No reminders, no drift.
Set defaults for everything, or rules that apply to just one pipeline.
Save instruction sets and reuse them across pipelines, or override for a one-off run.
Exclude test and internal accounts.
Revenue is in USD; convert other currencies first.
Match our naming: snake_case, gold_ prefix.
Under the hood: proven Apache open standards
