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Prerequisites

  • Admin access to your Datachecks workspace
  • Credentials for at least one supported database

Step 1: Add a data source

Go to Settings → Workspace → Integrations → Datasources and click New Datasource. Enter your database credentials and save. Datachecks supports Snowflake, Databricks, BigQuery, PostgreSQL, MySQL, Oracle, Azure SQL, and Sybase. See Data Sources for connection details by database type.

Step 2: Create an Asset Discovery agent

  1. Go to the Agents tab in the left sidebar.
  2. Click Create Agent.
  3. Select Asset Discovery as the agent type.
  4. Select the data source you just added, and give the agent a name and description.
  5. Click Create to save.

Step 3: Run the agent

  1. Click the agent you created.
  2. Select the tables you want to explore — you can select all tables or choose specific ones.
  3. Click Run. A chat window opens.

Step 4: Explore your tables and data

In the chat window, ask the agent questions about your data:
  • “What tables are in this schema?”
  • “What columns does the orders table have?”
  • “Which columns might contain PII?”
  • “Write a query that shows the top 10 customers by order value.”
The agent retrieves schema context and generates SQL queries on demand.

Next steps