Creation & Approval

There are two main ways to create query templates in Wobby:

• AI agents can create templates during task execution

• Users can create templates manually from the Query Templates page

Either way, every template must go through an approval step before agents can use it.

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Agent-Generated Templates

When AI agents write useful SQL queries during a task, they may register it as a new template.

What happens:

1. The query is saved as a draft template

2. It includes SQL, table references, and auto-detected parameters

3. The template is listed in the "Needs Approval" section

A data owner can then review and approve it.

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Manual Template Creation

You can also create templates yourself directly from the Query Templates page.

Steps:

• Write your SQL

• Add parameters (if needed)

• Link the appropriate tables

• Save and submit the template for approval

This is useful when you already know which queries are needed by your team.

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Approval Process

Before agents can use a query template:

• A user with permission must review the SQL

• Ensure the query is safe, performant, and correct

• Toggle the approval switch to allow agent access

Approved templates are:

• Visible to agents connected to the right tables

• Searchable by name, tags, and description

• Reusable across multiple tasks

Each approved version is tracked for audit purposes.

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Versioning and Audit Trail

Templates are versioned. When a template is updated:

• A new version is created

• Each version must be approved independently

• History includes who created, modified, and approved it

This provides a clear audit trail of how queries evolve and who’s responsible for changes.