Data Plugin
Query, visualize, and interpret datasets in Claude Cowork
Overview
The Data Plugin is a Stratafy-native Cowork extension that gives AI agents direct access to workspace data, analytics, and reporting capabilities. Rather than requiring analysts to manually pull numbers and build dashboards, the Data Plugin enables governed AI agents to query datasets, generate visualizations, and interpret trends — all within the boundaries set by workspace administrators.
Built as a first-party Cowork plugin, the Data Plugin integrates deeply with Stratafy workspaces. It respects workspace-level permissions, ensuring that AI agents can only access data scoped to their role and active initiatives. Whether an agent is pulling metrics for a quarterly review, cross-referencing KPIs against strategic objectives, or building ad-hoc reports for leadership, every query is logged and auditable.
Having governed AI agents in the data domain is essential because data access is the foundation of informed decision-making. Without governance, AI agents with unrestricted data access can expose sensitive business metrics, leak competitive intelligence, or draw conclusions from incomplete datasets. The Data Plugin ensures that data-driven AI workflows align with organizational strategy and respect data access policies.
Key Features
Use Cases
Workspace Use Cases
Quarterly Business Review Preparation
An AI agent pulls metrics across all active initiatives, compares progress against strategic objectives, identifies underperforming areas, and assembles a structured QBR deck — all governed by workspace permissions that ensure the agent only surfaces data appropriate for the review audience.
Real-Time Strategy Health Monitoring
The Data Plugin enables agents to continuously monitor key metrics tied to strategic objectives. When a KPI drifts outside acceptable bounds, the agent can alert the relevant initiative owner and provide contextual analysis of contributing factors.
Cross-Initiative Performance Comparison
Leadership can ask an AI agent to compare execution velocity, resource utilization, and outcome metrics across multiple initiatives. The plugin ensures each comparison respects data access boundaries while providing actionable comparative insights.
Ad-Hoc Analytical Research
Team members can request on-demand data analysis through their AI agent — from market sizing estimates using workspace data to operational efficiency calculations — without waiting for analyst availability or building custom reports.
Integrations
Considerations
- AI agents should only access data relevant to their assigned role and active initiatives — unrestricted data access risks exposing sensitive financial metrics, personnel data, or competitive intelligence
- Complex analytical queries can consume significant computational resources, so governance policies should set limits on query complexity and frequency to prevent performance degradation
- AI-generated analytics and trend interpretations should be clearly labeled as AI-produced, with review workflows for insights that inform strategic decisions
- Aggregating multiple data sources can reveal information beyond what any single source would expose — governance policies should account for compound data access patterns
- Every data query and report generated by an AI agent should be logged with full context for compliance and understanding how AI-driven insights influence decisions
Stratafy Fit
The Data Plugin exemplifies Stratafy governance-first approach to AI tooling. As a native Cowork extension, every data query, report generation, and analytical operation is subject to workspace-level access controls, role-based scoping, and comprehensive audit logging. Unlike external analytics tools where AI access is difficult to monitor and control, the Data Plugin ensures that data-driven AI workflows operate entirely within Stratafy governed environment. This means organizations can confidently deploy AI agents for data tasks knowing that access policies are enforced, sensitive metrics are protected, and every AI-generated insight has a clear provenance trail.