Unstructured Document Intelligence Demo¶

Powered by Snowflake Openflow and Cortex

Quick Start

Get your demo running in 15 minutes with our comprehensive setup guide

Getting Started
Demo Guide

Interactive walkthrough of the complete Google Drive → Openflow → Cortex Search pipeline

Sample Questions
Setup & Config

Detailed configuration for Google Drive, Openflow, and Cortex Search

Setup Guide
Business Intelligence

Explore real business insights from festival operations documents

Commands Reference

Overview¶

Transform your Google Drive business documents into actionable strategic intelligence with Snowflake Intelligence
and Cortex Search.

Demo Data Disclaimer

All data, numbers, and business information shown in this demo are entirely fictitious and created for demonstration purposes only. This includes financial figures, project timelines, employee data, and business scenarios. Any resemblance to real companies, projects, or data is purely coincidental.

graph TB
    subgraph "📁 Data Sources"
        GD[Google Drive<br/>📄 16 Business Documents<br/>PDF • DOCX • PPTX • JPG]
        subgraph "Document Categories"
            Strategic[📊 Strategic Planning<br/>Market Expansion<br/>Board Minutes<br/>Financial Analysis]
            Operations[⚡ Operations Excellence<br/>Technology Projects<br/>Venue Setup<br/>Event Analysis]
            Compliance[🛡️ Compliance & Risk<br/>Health Policies<br/>Vendor Contracts<br/>Risk Assessment]
            Knowledge[🎓 Knowledge Management<br/>Training Materials<br/>Staff Development<br/>Collaboration]
        end
    end

    subgraph "🔄 **Snowflake Openflow**"
        OF[Google Drive with Cortex Connect<br/>🔗 Google Drive Integration<br/>📊 Multi-format Processing<br/>🏷️ Metadata Extraction]
    end

    subgraph "❄️ Snowflake"
        SF[Structured Tables<br/>📋 Document Content<br/>👤 Author Information<br/>📅 Version History<br/>💬 Collaboration Data]
    end

    subgraph "🧠 **SnowflakeCortex Search**"
        CS[Cortex Search Service<br/>🤖 Arctic Embeddings<br/>🔍 Semantic Search<br/>💭 Auto-created by OpenFlow]
    end

    subgraph "**Snowflake Intelligence**"
        Queries[🧑‍💼 AI Business Agent<br/>💬 Natural Language Queries<br/>💼 Executive Decision Support<br/>🎯 Strategic Planning<br/>📈 Operational Insights<br/>⚖️ Compliance Monitoring]
    end

    subgraph "👥 Business Users"
        Exec[👔 C-Level Executives<br/>Strategic Intelligence<br/>Investment Decisions]
        Ops[⚙️ Operations Managers<br/>Process Optimization<br/>Technology Planning]
        Comp[🔒 Compliance Teams<br/>Policy Management<br/>Risk Assessment]
        IT[💻 IT/Data Teams<br/>System Integration<br/>Architecture Design]
    end

    %% Data Flow
    GD --> OF
    Strategic -.-> GD
    Operations -.-> GD
    Compliance -.-> GD
    Knowledge -.-> GD

    OF --> SF
    SF --> CS
    CS --> Queries

    Queries --> Exec
    Queries --> Ops
    Queries --> Comp
    Queries --> IT

    %% Simple theme-neutral styling
    classDef sourceStyle fill:#f8f9fa,stroke:#6c757d,stroke-width:2px
    classDef processStyle fill:#e9ecef,stroke:#495057,stroke-width:2px
    classDef dataStyle fill:#f8f9fa,stroke:#28a745,stroke-width:2px
    classDef intelligenceStyle fill:#e9ecef,stroke:#007bff,stroke-width:2px
    classDef businessStyle fill:#f8f9fa,stroke:#fd7e14,stroke-width:2px
    classDef userStyle fill:#e9ecef,stroke:#6f42c1,stroke-width:2px

    class GD,Strategic,Operations,Compliance,Knowledge sourceStyle
    class OF processStyle
    class SF dataStyle
    class CS intelligenceStyle
    class Queries businessStyle
    class Exec,Ops,Comp,IT userStyle

Key Features¶

Multi-Format Document Processing: PDF, DOCX, PPTX, JPG document extraction and analysis
Business Intelligence: 16 converted documents across 4 strategic categories
Natural Language Queries: Ask questions like "What are our 2025 expansion plans?"
Real Business Scenarios: $2.8M technology investments, market expansion strategies
Complete Pipeline: End-to-end automation with Taskfile commands

Demo Categories¶

Strategic PlanningOperations ExcellenceCompliance & RiskKnowledge Management

Executive decision-making and strategic direction

Strategic Expansion (JPG): Market analysis charts, revenue projections
Board Minutes (DOCX): Executive decisions, quarterly reviews
Financial Analysis (PDF): Revenue performance, ROI calculations

Sample Question

What are our 2025 expansion plans and target markets?

Multi-format operational procedures and technology investment

Project Charter (DOCX): $2.8M technology investment timeline
Operations Manual (JPG): Safety protocols, equipment management
Post-Event Analysis (PPTX): Performance review, improvements

Sample Question

Find all technology modernization projects and their budgets

Regulatory compliance and risk mitigation strategies

Health & Safety Policy (PDF): Medical procedures, regulatory compliance
Vendor Agreements (PDF): Service contracts, liability coverage
Incident Analysis (PPTX): Risk assessments, mitigation strategies

Sample Question

What health and safety policies are currently in effect?

Training programs and organizational knowledge sharing

Training Guide (PPTX): Staff onboarding, service frameworks
Operations Manual (JPG): Procedural knowledge, visual guides
Meeting Notes (DOCX): Strategic context, leadership decisions

Sample Question

Find all training materials and staff development programs

Quick Demo Workflow¶

1. Document Preparation¶

# Optional: Convert documents (only if you modify sample-data markdowns)
task convert-all-docs

# Deploy documents to Google Drive (via local sync or CLI)
task copy-all-categories

When Document Conversion is Needed

The convert-all-docs task is only required if you modify the markdown files in sample-data/. The demo includes pre-converted documents ready for upload.

2. Snowflake Openflow Processing¶

Configure the Google Drive Connector to:

📥 Fetch documents from Google Drive shared folders
🔄 Process multi-format content (PDF, DOCX, PPTX, JPG)
📊 Load document chunks into Snowflake tables with metadata
🧠 Define/Update Cortex Search service for intelligent querying

3. Snowflake Intelligence Configuration¶

Configure Snowflake Intelligence to use Cortex Search for natural language queries:

💬 Natural Language Interface - Ask business questions in plain English
🧑‍💼 AI Business Agent - Get instant, contextual answers from documents
📊 Executive Decision Support - Strategic insights from unstructured content

Business Value Demonstration¶

Executive Decision Support

Strategic Intelligence: Business documents become actionable insights for $2.8M+ investment decisions

Operational Excellence

Process Optimization: Cross-format document analysis drives 40% efficiency improvements

Compliance Management

Risk Mitigation: Automated policy and contract intelligence ensures regulatory adherence

Next Steps¶

Prerequisites

Review system requirements and prepare your environment

Prerequisites
Quick Setup

Get the demo running with our step-by-step guide

Setup Guide
Demo Execution

Run the complete demo with sample questions

Quick Setup

Important Notice¶

Demonstration Purpose Only

This demonstration showcases Snowflake's unstructured data processing capabilities using realistic festival operations business documents. All data is synthetic and designed for educational and demonstration purposes.

Key Points:

📊 All financial figures (e.g., $2.8M investments) are fictitious
👥 All employee names and roles are synthetic
📅 All dates, timelines, and business scenarios are simulated
🏢 "Festival Operations" is a fictional company created for this demo

Ready to transform your unstructured business documents into strategic intelligence?