Aggregate Snowflake Revenue Data into Microsoft Fabric for Finance Reporting

The agent queries Snowflake for monthly revenue, churn, and expansion metrics, stages the results in Microsoft Fabric's OneLake, and triggers a Data Factory pipeline to refresh the finance reporting dataset.

How the workflow runs

The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.

  1. 1

    Query Snowflake for monthly metrics

    Execute SQL queries for MRR, churn rate, net revenue retention, and expansion revenue for the reporting period, polling for async query completion.

    • snowflake:execute_sql
    • snowflake:check_statement_status
  2. 2

    Stage results in OneLake

    Create a dated directory in the OneLake staging area and confirm the file structure is ready to receive the query output.

    • microsoft-fabric:onelake_create_directory
    • microsoft-fabric:onelake_list_files
  3. 3

    Trigger the finance reporting pipeline

    Locate the Data Factory pipeline responsible for refreshing the finance reporting dataset and verify its configuration before triggering a run.

    • microsoft-fabric:datafactory_list_pipelines
    • microsoft-fabric:datafactory_get_pipeline

Integrations used in this scenario

snowflake

Execute SQL

Run revenue, churn, and expansion metric queries against the Snowflake data warehouse.

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snowflake

Check Statement Status

Poll for completion of async queries before retrieving results.

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microsoft-fabric

OneLake List Files

Inspect the current state of the OneLake staging directory.

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microsoft-fabric

OneLake Create Directory

Create a new directory for the monthly results if it does not exist.

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microsoft-fabric

Data Factory List Pipelines

Identify the finance reporting refresh pipeline.

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microsoft-fabric

Data Factory Get Pipeline

Confirm pipeline configuration before triggering.

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Connected systems

Integration

Snowflake

Execute SQL statements and manage cloud data warehouse resources on Snowflake. Run queries synchronously or asynchronously, manage databases, schemas, tables, warehouses, users, roles, grants, tasks, stages, streams, and pipes. Ingest data via Snowpipe batch loading or Snowpipe Streaming for low-latency continuous ingestion. Access Cortex AI services for search, inference, and embeddings. Configure outbound notifications to Slack, Microsoft Teams, PagerDuty, email, or cloud queues (SNS, PubSub, Event Grid). Supports multi-statement transactions, resource creation and alteration without SQL, and dynamic tables.

View Snowflake

Integration

Fabric

Use Microsoft Fabric REST, OneLake data-plane APIs, and Fabric documentation resources to inspect workspaces and items, move files through OneLake, create Fabric items, and manage Data Factory pipelines and dataflows.

View Fabric

Expected outcomes

Outcome 1

Finance reporting datasets refresh automatically each month without manual SQL runs

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 2

Revenue metrics flow from Snowflake to Fabric without engineering intervention

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 3

Finance teams get consistent, timely data for board and investor reporting

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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How Metorial powers this scenario

Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like aggregate snowflake revenue data into microsoft fabric for finance reporting into something you can deploy quickly, safely, and at scale.

Fast

Ready for your entire team

Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.

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Secure

Guardrails on every action

Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.

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Enterprise

SSO, policies, and audit trails

Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.

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Team ready

Reusable across your org

Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.

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Products behind this workflow

The Metorial products that connect, govern, and observe this scenario.

Connectivity

Integrations

Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.

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Connectivity

Magic MCP

A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.

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Identity

Access Control

Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.

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Governance

Protoguard

Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.

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Observability

Tracing

A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.

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Governance

Portals

Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.

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Built for your whole team

However you adopt AI, Metorial has a path for connecting it safely.

Solution

For Agents

Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.

Agents solution

Solution

For Enterprise

SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.

Enterprise solution

Solution

For your Workforce

Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.

Workforce solution

Build this workflow with your own tools

Metorial gives teams one governed layer for connecting integrations to real production work.