Workspace health checklist
For teams that already have use cases running and want to know everything is in order. Six blocks, from sources to access, each with the guide that explains why. Worth repeating every quarter.
- Know in ten minutes whether the workspace is healthy
- Find where credits are being wasted
- Decide what to fix first
Check what is already in order. Whatever stays blank is your improvement list, already in the order that usually pays off most. Progress is saved in this browser, so you can come back later.
1. Sources and sync
Each source brings only what is used, the cheapest way. Why: Sync types: full vs incremental
2. Scheduling and credits
Nothing runs more often than someone looks at the data. Why: Triggers and scheduling without waste
3. Catalog
Anyone, or any AI, finds the right table by its name. Why: Catalog organization
4. Context for AI
The AI answers with the company's definitions, not guesses. Why: What is a context document
5. Operations
When something fails, someone knows before the user does. Why: Monitoring pipelines and runs
6. Access and governance
Each person, and each AI, sees only what they should. Why: Governance and permissions