The BigQuery integration is in public Beta for feedback, and may have limitations. To get early access, contact your Sana counterpart.
Introduction
The Sana Agents BigQuery integration enables live, real-time querying of your Google BigQuery data warehouse. BigQuery data is not indexed. Instead, users connect directly via secure credentials, select which datasets or views to expose, and can query up-to-date data at any time.
Integration Capabilities
Live connection: Query BigQuery data in real time—no pre-indexing required.
Customizable access: Select and describe which datasets or views are available for querying. Descriptions help improve query translation and accuracy.
Shared integration: Integration is managed within Sana Agents; there is no direct sync with BigQuery permissions. Folder access controls access to query the datasets.
Task library: Create and share pre-defined queries (tasks) to standardize analytics workflows across your organization.
Type of Integration
Shared: Set up by an owner for a workspace, access is managed in Sana.
Availability
This integration is available in early access for the Enterprise tier.
Integration setup
Navigate to Integrations:
Go to the Integrations section in Sana Agents and select BigQuery.Upload credentials:
Upload your BigQuery credentials in JSON format.Define datasets/views:
Enter a name and description for each dataset or view you want to connect.
Specify the Dataset ID and Location:
Enter the Dataset ID (as it appears in BigQuery).
Select the dataset location (e.g., EU, US, etc.)
Note: The location must match the region where your dataset is hosted in BigQuery to ensure successful queries.
Tip: Both the name and description are used by the agent to construct accurate SQL queries, so use clear, natural language.
Fetch and describe columns:
After defining a view, click “Fetch and describe columns.”
You’ll see all columns returned by the view.
For each column, you can (optionally, but recommended) add a description in natural language.
Tip: The more descriptive you are, the better the agent will be at constructing relevant queries.
Set Integration name, description, and access:
In the final step, set the name and description for the entire integration (also used by the agent for query construction).
Choose whether to share the integration with a specific folder. This controls which users can access and query the data:
If you want all users to have access, you don’t need to map it to any folder.
If you want different groups to have access to different datasets/views, create multiple integrations and map each to the relevant folder.
Save configuration:
Finalize setup by saving your selections.
Editing integrations
To edit views, columns, or descriptions after setup:
Find the integration in the “Connected integrations” table.
Click on the integration, then the settings cog to edit.
Make your changes, then save.
Using the integration
Querying data
You can simply ask your question in chat. The agent automatically uses all the metadata—names and descriptions of integrations, views, and columns—that you’ve provided to construct accurate SQL queries.
If you have multiple data sources connected (such as Google Drive, meetings, or other databases), including keywords from the integration name, description, or specific view or column names in your question can help the agent focus and improve accuracy. This is especially useful if there are similarly named datasets across sources.
Focusing on BigQuery
In the chat interface, you can select “BigQuery” in the sources section to restrict your query to only BigQuery data. This is especially useful if you want to ensure your results come exclusively from your BigQuery integration.
Task library
For recurring analytics, you can create and share pre-defined queries (“tasks”) to streamline common workflows.
Data Handling and Privacy
Sana Agents is fully committed to data security and privacy. All data accessed by Sana Agents is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana Agents is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.
For further information about Sana Agents or the Dropbox shared integration, please contact [email protected] via email.