DATA OPS
Weekly cross-bucket PII exposure scorecard to leadership
Each week, aggregates PII scan results across multiple buckets into a trend scorecard, loads metrics to Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull week's findings from Postgres audit logPostgres
- LogicAggregate by bucket and severity, compute trend
- ActionLoad metrics into Snowflake tableSnowflake
- OutputEmail exposure scorecard to leadership via OutlookOutlook
What it does
Rolls up the week's PII findings across all your scanned object stores into a single executive scorecard: how many exposures, which buckets are worst, and whether the trend is improving. It loads the numbers to Snowflake for BI and emails a readable summary to leadership.
When to use it
Use this for governance and reporting rather than enforcement — when leadership and compliance need a recurring, defensible picture of data-exposure posture and its trajectory over time.
How it works
- 1A weekly schedule starts the rollup.
- 2The flow pulls the week's findings from the Postgres audit log written by your scanners.
- 3A logic step aggregates counts by bucket and severity and computes week-over-week change.
- 4The aggregated metrics are loaded into a Snowflake table for dashboards.
- 5A summary email with the scorecard and top movers is sent to leadership via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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