CTA - Snowflake updates

Date: February 6, 2026 Source: Granola Meeting ID: c9567ffe-cbbe-445f-af12-f6ae5a502ad1 URL: https://notes.granola.ai/t/c9567ffe-cbbe-445f-af12-f6ae5a502ad1

Participants:

  • Uttam Kumaran (Brainforge)
  • Holly Condos (Brainforge)
  • Awaish Kumar (Brainforge)

Summary

CTA Project Status & Snowflake Implementation

  • Current progress: 1/3 of data sources landed in Snowflake (60-70 total sources)
    • Prioritizing P0 sources post-CES
    • Using Python REST APIs, Polyatomics ETL tool, and Snowflake shares
    • dbt structure: RAW → intermediate → mart schemas
  • Stakeholder: Katherine Bayless (technical champion)
    • Evaluating move from Power BI to Snowflake-native reporting
    • Interested in Streamlit + Cortex natural language capabilities
    • Has existing budget, expects >$15K annual contract
    • Previously paid $30K for Redshift doing 1/4 of planned Snowflake workloads
  • Reporting scope covers entire CTA operations
    • Membership reporting, sponsorships, events registration, badge scans
    • Many stakeholders currently have no reporting or rely on manual exports
    • Moving from legacy Power BI + on-prem Postgres to modern data stack

Snowflake AI & Natural Language Strategy

  • Goal: Replace traditional BI dashboards with natural language querying
    • Building “golden dataset” with easy/medium/hard test questions
    • Focus on complex multi-table joins vs simple “how many orders today” queries
    • Need semantic layer + observability for query monitoring and evaluation
  • Technical requirements for Brainforge rollout
    • Query observability: see what users ask, query times, evaluation metrics
    • Semantic layer guidance for LLM table selection
    • Training resources for team dissemination across 4-5 client implementations
  • Snowflake Cortex Code CLI capabilities
    • Context-aware agent for Snowflake environments
    • Can build production pipelines and semantic views from specifications
    • Supports custom instructions and orchestration

Next Steps

  • Matt & Vince: Collaborate on pricing document this month
    • Include traditional credits + new AI features (Streamlit, Cortex)
    • Multi-year cost projection for CTA planning
  • Vince: Send architecture documentation and reference materials
    • Focus on semantic layer creation, Cortex Code CLI, Streamlit+LLM integration
    • Skip basics, prioritize advanced observability and depth features
  • Uttam: Present proposal to Katherine once pricing/technical details ready
    • Confident in contract closure with proper documentation
  • Follow-up via existing Slack thread (adding Vince)