Use Cases
Real workflows for different roles and teams using MarcoPolo.
MarcoPolo is built for workflows that require correlating data across disparate systems. The teams using it tend to fall into a few categories:
RevOps and Sales Ops correlate Salesforce records with data warehouse tables to generate pipeline metrics, track deal velocity, and build board-ready reports. See Cross-Source Analysis and Reporting.
Data Engineering profiles datasets, automates weekly query runs against Snowflake or BigQuery, builds and tests ETL pipelines, and validates data quality. See Data Exploration, Pipelines, and Data Quality.
Infrastructure and Development traces production issues across S3 logs and relational databases in a single conversation. Best experienced in Claude Code with the MarcoPolo plugin. See Triage & Break-Fix.
Manufacturing and QC runs yield analysis and failure mode paretos across distributed data stores like Microsoft Fabric. See Data Exploration and Reporting.
Customer Success cross-references support tickets with CRM data to identify account health patterns before renewal cycles. See Cross-Source Analysis.
Each walkthrough below is grounded in one or more of the demo connections, so you can install the relevant demo and run the prompts as written.
Detailed walkthroughs
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Data Exploration & Profiling: Get oriented in unfamiliar connections. Profile datasets, map relationships, and document what you find in RULES.md. Uses
snowflake-demo. -
Cross-Source Analysis: Correlate data across systems that don't normally talk to each other. Query each connection, join through DuckDB. Uses
snowflake-demo+salesforce-demo. -
Business Intelligence & Reporting: Build
.dashboard+view.tsxartifacts, refresh them on a schedule, share URLs with teammates. Usessnowflake-demo. -
Triage & Break-Fix: Investigate production issues by checking logs, querying databases, and tracing data through systems. The plugin is recommended for this workflow. Uses
snowflake-demo+aws-s3-demo. -
Data Quality & Validation: Check for anomalies, validate completeness, reconcile data across connections. Uses
snowflake-demo. -
Pipeline Building & ETL: Build, test, and schedule data pipelines. Pull from connections, transform in DuckDB, write date-stamped artifacts, automate with
cron. Usessnowflake-demo.