Session Objective
Set up Data Analytics so it can help surface the most important SAIL command-center data from Salesforce/Litify, Google Ads, Semrush, and connected operational sources.
Accomplished
- Initialized Data Analytics local setup state.
- Recorded active source lanes for SAIL live APIs/exports, Slack, Teams, Google Drive, Notion, Gmail, Outlook Email, Google Calendar, Outlook Calendar, and GitHub.
- Kept the general warehouse gap explicit: no Databricks, BigQuery, or Snowflake route is exposed in this session.
- Confirmed live Salesforce/Litify access through
LITIFY_ORG and read key metadata/counts without storing raw row-level data.
- Created the local semantic-layer skill
sail-command-center-semantic-layer.
- Registered the semantic layer in Data Analytics user context.
- Deferred weekly semantic-layer polling until Sam explicitly approves a recurring automation.
- Marked the first Data Analytics hero prompt as tried for the SAIL command-center KPI starter model.
- Validated Data Analytics preflight readback: source setup, semantic-layer setup, and hero prompt all show completed.
Created Artifacts
/Users/samaguiar/.codex/skills/sail-command-center-semantic-layer/SKILL.md/Users/samaguiar/.codex/skills/sail-command-center-semantic-layer/references/semantic-layer.md/Users/samaguiar/.codex/skills/sail-command-center-semantic-layer/references/source-inventory.md/Users/samaguiar/.codex/state/plugins/data-analytics/user-context.md/Users/samaguiar/.codex/state/plugins/data-analytics/onboarding-state.json
Key Decisions
- Treat Salesforce/Litify as operating truth.