Alteryx
Agent Stage 1 · Propose Verified

Data to Value Business Case Agent

Builds a board-ready business case for any Alteryx One use case: researched account intelligence, a pain-ranked list of which team to call first, a full ROI model, and an interactive discovery tool, all from a single prompt.

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ABOUT THIS AGENT

What it does

Gives an account executive a defensible, sourced business case before the first call. Name a target company and a use case, and the agent researches the account, ranks the customer's most expensive problems, and produces a strategy blueprint plus an interactive app for discovery conversations.

How it works

1Give it a target company and an Alteryx One use case in a single prompt.
2It researches the account from live public sources: 10-Ks, investor days, earnings calls, and press releases.
3It ranks which team to call first by the estimated annual cost of the problem to the customer, not by Alteryx deal size.
4It maps business value to KPI, value driver, and Alteryx One capability, and builds an ROI model in conservative, base, and aggressive ranges.
5It returns a strategy blueprint and an interactive discovery app. The seller reviews both before anything reaches the customer.
AGENT
Data to Value Business Case Agent
TOOLS
Web search
Knowledge
Canvas

Agent details

WHAT IT KNOWS

Data and definitions

Live public company sources, plus Alteryx brand, messaging, and ROI methodology files in its Knowledge. Every number is either cited or tagged as illustrative. Its definitions are in the semantic layer below.

EXAMPLE REQUEST

How to use it

“Build the business case for [COMPANY] on [ALTERYX ONE USE CASE].”

WHAT NEEDS A HUMAN

Approvals

The seller reviews every output. Account intelligence is internal and never shared directly with the customer, and illustrative figures are replaced with the customer's actual numbers.

WHO OWNS IT

Owner

[OWNER NAME], RevOps planning. Questions go to the GTM AI team.

SUCCESS MEASURE

How we measure impact

Baseline: [BASELINE]. Target: [TARGET].

CONNECTIONS

What it connects to

Web search · live account research
Knowledge files · brand and methodology
Canvas · blueprint and interactive app
SEMANTIC LAYER

The definitions behind the agent

What each term means, so every business case uses the same language. Defined once, these can be reused by other agents and by Slack-based tools.

Value chainBusiness Value, Success Metric, Value Driver, and Alteryx One capability. All four columns are always filled.
Value driversFour only: Revenue Growth, Risk Mitigation, Operating Margin Expansion, and Capital Efficiency.
Success metricAn explicit, trackable range that is cited or tagged illustrative, paired with an “Ask the prospect” question the seller can use verbatim.
Pain tiersTeams ranked by the estimated annual cost of the problem to the customer: Tier 1 Acute, Tier 2 Material, Tier 3 Emerging. Dollar thresholds are illustrative.
PersonasEach value driver maps to an executive sponsor, line-of-business champions, and the objections to expect.
Sales stagesContent maps to Alteryx's five sales stages.
DifferentiatorsThree to five chosen from a fixed library of eight, each tied to a specific customer pain.
WHO OWNS IT

Definitions and upkeep

[DEFINITIONS OWNER] owns the definitions. Maintenance and request intake sit with the GTM AI team.

WHERE IT GOES NEXT

Reuse across agents

The same value chain, drivers, and tiers can be reused by other agents, so a number means the same thing everywhere.

TO CERTIFY

Open definitions

[TIER THRESHOLDS AND KPI DEFINITIONS to confirm with Revenue Operations]

Where it is in the process

YOU ARE HERE

1 Propose

Scored on value, feasibility, and risk; data checked.

NEXT

2 Stage

Built and tested on sample data; analytics and tech sign off.

THEN

3 Pilot

Small group; a person approves every output.

FINALLY

4 Deploy

Wider rollout, with permissions and logging on.

Guardrails on every agent

Permissioned

Every action is permissioned.

Logged

Every step is traced and reviewable.

Reviewed

A person approves outputs until the agent earns more autonomy.

Cited

Every number is sourced or tagged as illustrative.

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