Wobby Docs
HomepageSign inCreate account
  • 🎊Welcome to Wobby
  • quick start
    • Access Wobby
    • Recruiting your first AI analyst
  • Agent
    • Creating an Agent
      • Link data sources to an Agent
      • Agent Instructions
      • Choose an LLM
    • Asking the Agent questions
      • How to ask data questions
  • data sources
    • Connect a data source
      • CSV files
      • PostgreSQL
      • MySQL
      • Snowflake
      • BigQuery
      • Microsoft SQL Server (MS SQL)
      • MariaDB
    • Metadata
  • Query templates
    • Quick Overview
    • Creation & Approval
    • How Agents Use Query Templates
  • Integrations
    • Slack
    • Teams
  • SECURITY & privacy
    • How Wobby protects your data
Powered by GitBook
On this page
  • What Is a Query Template?
  • Why Use Query Templates?
  • How Templates Fit Into the Agent Workflow

Was this helpful?

  1. Query templates

Quick Overview

Query Templates are a core safety and efficiency feature in Wobby. They act as guardrails for your AI agents by defining pre-approved SQL queries that can be reused across tasks.

Instead of writing raw SQL every time, agents use these templates to answer data questions in a consistent, secure, and governed way.


What Is a Query Template?

A Query Template is a reusable, parameterized SQL query that has been reviewed and approved for use. Each template contains:

  • A name and description

  • A SQL query

  • Optional parameters (e.g. date range, user ID)

  • References to specific data tables

  • Tags for categorization

  • Version history and approvals


Why Use Query Templates?

✅ Safety

Agents can only use approved queries. This prevents unwanted access or unsafe SQL.

✅ Consistency

Query patterns are standardized across use cases and teams.

✅ Speed

Agents can analyze data quickly without writing new SQL for every task.

✅ Control

Data teams keep oversight over how data is queried.

✅ Auditability

All template activity is tracked—who created it, approved it, and when it was used.


How Templates Fit Into the Agent Workflow

  • Agents generate SQL when completing analysis tasks.

  • If the query is useful, it can be saved as a query template.

  • That template is reviewed and approved by your data team.

  • Once approved, the agent—and other agents with access to the relevant tables—can reuse the template in future tasks.

Templates are always tied to the data tables they query. If an agent is connected to those tables, it will be able to find and use the template.

PreviousMetadataNextCreation & Approval

Last updated 2 months ago

Was this helpful?