Omni introduction
Date: March 25, 2026 Source: Granola Meeting ID: 3b1f90a9-85d2-487e-8da5-31d33a231f0f URL: https://notes.granola.ai/t/3b1f90a9-85d2-487e-8da5-31d33a231f0f
Participants:
- Uttam Kumaran (note creator) from Brainforge uttam@brainforge.ai
- Shivani shivani@drinklmnt.com
- Andy andy@drinklmnt.com
- Dan Okeefe dan.okeefe@drinklmnt.com
- Steve steve@drinklmnt.com
- Gregory Stoutenburg from Brainforge gregory.stoutenburg@brainforge.ai
- Jason jason@drinklmnt.com
Omni Tool Overview & Demo
- AI-powered BI tool replacing spreadsheet reporting with direct Snowflake queries
- Features semantic layer with Element business context and metric definitions
- Enforces guardrails vs raw LLM database queries
- Live connection to Snowflake (refreshes every few minutes)
- Cache layer configurable to prevent warehouse overload
- Current pilot scope: retail and wholesale data only
- Greg Stoutenburg (Brainforge) leading development on branch system before production merge
Demo Findings & Issues
- AI assistant “Blobby” successfully caught revenue vs point-of-sales distinction
- Requested clarification between net sales vs gross sales
- Shows training on Element’s definitions working
- Data accuracy problems identified:
- Target POS showing ~11M vs actual ~6M (double-counting issue)
- Chart including total + drink mix + sparkling rows simultaneously
- Walmart/Target POS data mixing incorrectly
- SQL visibility available through explore button on any dashboard/chart
- Natural language chart editing and dashboard saving functionality working
Pilot Structure & Next Steps
- Contained rollout through summer (not May launch as originally planned)
- Focus areas for testing:
- Point-of-sales data and store inventory velocity
- Retail data QA vs existing spreadsheets
- SQL query validation by tech team
- Slack feedback channel created for bug reports and feature requests
- Current data limitations: no Element retail revenue (purchase orders) in system yet
- Greg pushing branch to production for team access and testing