Rule Creation Flow
Discover how Improvado’s AI Agent for Marketing Data Governance turns rule creation into a conversational experience—automating data discovery, logic building, and deployment without SQL.
The new AI Agent for Marketing Data Governance drastically simplifies how teams create governance rules.
Now, all you need to do is describe the rule in natural language — the agent automatically explores your database, identifies the right tables and metrics, builds the logic, and shows you a preview before deployment.
Once approved, the rule is created instantly and becomes visible on the Governance Dashboard within 15 minutes.
This new conversational flow eliminates manual setup, technical details, and SQL writing — making rule creation accessible to everyone.
How to Use
Option A: Describe Your Rule in Chat
Ask the Agent to Create a Rule
The agent automatically finds the relevant tables and metrics, without requiring you to specify column names or schema details. Example: “Create a rule to alert me when CPC for Google Ads campaigns exceeds $20.”
Agent Exploration
The AI Agent explores the database structure to locate the correct fields (e.g., cost, clicks, impressions). It identifies the formula needed (e.g., CPC = cost / clicks) and builds the rule logic automatically.
Step 3. Preview and Validation
Before creation, the agent displays a preview showing which records would currently be flagged.
Example: “2 campaigns active — CPC $16 and $9, both below the $20 threshold.” You can approve or adjust the logic directly in chat.
Step 4. Define Parameters
- Choose run frequency (daily, hourly, weekly).
- Decide whether to enable immediately.
- Add notification recipients (including non-Improvado users via email).
Step 5. Rule Created
After confirmation, the rule is created and appears on your dashboard. You can view rule details, SQL logic (if needed), and modify the setup anytime through the AI Agent.
Option B: Create a Rule from the Library
You can also create rules using pre-built templates from the Rule Library. Each template includes ready-made logic for common monitoring scenarios — just pick one and the AI Agent configures it for your data.
Step 1. Choose a Rule from the Library
Go to Data Governance >Library. Browse the available rules or use the search bar to find what you need. Each rule shows a description, the data source it applies to, and the prerequisite report.
Before creating a rule, make sure the required data extraction is already set up. If not, click Set Up Extraction to configure it first.
When you’re ready, click Create next to the rule you’d like to use.
Step 2. The AI Agent Builds Your Rule
The Agent fetches the rule template, finds the matching table in your database, checks your data, and validates that the logic works correctly. You’ll see each step and its status in the chat.
Step 3. Preview the Results
Before the rule is created, the Agent shows a preview of which records would be flagged. Review the results to make sure everything looks right.
Step 4. Confirm Your Settings
The Agent asks you to confirm how often the rule should run, whether to enable it right away, and where to send alert notifications. You can customize these or go with the defaults.
Step 5. Rule Created
After confirmation, the rule is created and appears on your dashboard. You can view rule details, SQL logic (if needed), and modify the setup anytime through the AI Agent.
Conclusions
The updated AI Agent turns rule creation into a fully conversational experience. It intelligently discovers the right data, builds logic, generates previews, and automates deployment — all without requiring SQL or schema knowledge.
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