How does Clema AI Agent work?
A simple, guided way to handle data requests — without the back-and-forth.
Without Clema, your team faces
ad hoc requests
per request
Claire is a Program Lead who needs enrollment and retention numbers for an upcoming Dean's meeting. She sends a vague request without clear definitions, cohorts, or time frames.
"Can you send me enrollment and retention numbers?"
"Can you send me enrollment and retention numbers?"
Meet Claire
Claire is a Program Lead who needs enrollment and retention numbers for an upcoming Dean's meeting. She sends a vague request without clear definitions, cohorts, or time frames.
John is an IR Analyst who receives the vague request. He doesn't know which retention data Claire needs, what cohort to use, or which reporting period applies. The clarification process begins.
Meet John
John is an IR Analyst who receives the vague request. He doesn't know which retention data Claire needs, what cohort to use, or which reporting period applies. The clarification process begins.
Clema becomes the first point of contact for data requests. It captures Claire's intent, prompts for missing context, and aligns her question with institutional definitions — before it ever reaches John.
Clema steps in
Clema becomes the first point of contact for data requests. It captures Claire's intent, prompts for missing context, and aligns her question with institutional definitions — before it ever reaches John.
Clema searches approved dashboards, standard reports, and IR-maintained spreadsheets for answers that already exist. This prevents duplicate reporting and saves valuable analyst time.
Existing sources are checked
Clema searches approved dashboards, standard reports, and IR-maintained spreadsheets for answers that already exist. This prevents duplicate reporting and saves valuable analyst time.
When the data exists, Clema responds in minutes with the metrics and it's source. Claire gets the data she needs for her meeting, and John avoids another reactive request.
Fall 2024 Enrollment by College
Fall 2024 Enrollment by College
Answers delivered in minutes
When the data exists, Clema responds in minutes with the metrics and it's source. Claire gets the data she needs for her meeting, and John avoids another reactive request.
If new analysis is truly needed, Clema sends John a clear and structured request with context, purpose, and deadline. No more back-and-forth clarification or multiple follow-ups.
Only real work reaches IR
If new analysis is truly needed, Clema sends John a clear and structured request with context, purpose, and deadline. No more back-and-forth clarification or multiple follow-ups.
Completed responses are stored and reused for future requests. Over time, Clema reduces repeat questions and preserves institutional knowledge even if team memebers transition.
Every answer makes Clema smarter
Completed responses are stored and reused for future requests. Over time, Clema reduces repeat questions and preserves institutional knowledge even if team memebers transition.
Ready to streamline your data requests?
Try Clema AI Agent — and turn data requests into instant answers.
Want the full research behind this workflow?
Download the Free Whitepaper