Why SmartPitch? – The Idea and Pain Point  The idea for SmartPitch came directly from observing the day-to-day struggles of sales and pre-sales teams. Every Marketing Qualified Lead (MQL) to Sales Qualified Lead (SQL) conversion required hours of manual work: searching through documents stored in SharePoint, combing through case studies, aligning them with solution areas, and finally packaging them into a client-ready pitch deck.  The reality was that documents across systems—SharePoint, Dynamics 365, PDFs, PPTs—remained underutilized because there was no intelligent way to bring them together.   Sales teams often relied on tribal knowledge or reused existing decks with limited personalization.  We asked: What if a sales assistant could automatically pull the right case studies, map them to solution areas, and draft an elevator pitch on demand, in minutes?  That became the SmartPitch vision: an AI-powered agent that:  As a result of this product, it has helped us reduce pitch creation time by 70%.   2. The First Prototype – Custom Copilot Studio  Our first step was to build SmartPitch using Custom Copilot Studio. It gave us a low-code way to experiment with conversational flows, integrate with Azure AI Search, and provide sales teams with a chat interface.  1. Knowledge Sources Integration  2. Data Flow  3. Conversational Flow Design  4. Integration and Security  5. Technical Stack  6. Business Process Enablement  7. Early Prototypes  With Custom Copilot, we were able to:  We successfully demoed these early prototypes in Zurich and New York. They showed that the idea worked but they also revealed serious limitations.  3. Challenges in Custom Copilot  Despite proving the concept, Custom Copilot Studio had critical shortcomings:  Lacked support for model fine-tuning or advanced RAG customization.  However, incorporating complex external APIs or custom workflows was difficult.  This limitation meant SmartPitch, in its Copilot form, couldn’t scale to meet enterprise standards.  4. Rebuilding in Azure AI Foundry – Smarter, Extensible, Connected  The next phase was Azure AI Foundry, Microsoft’s enterprise AI development platform. Unlike Copilot Studio, AI Foundry gave us:  Extending SmartPitch with Logic Apps  One of the biggest upgrades was the ability to integrate Azure Logic Apps as external tools for the agent. This allowed SmartPitch to:  This modular approach meant we could add new functionality simply by publishing a new Logic App. No redeployment of SmartPitch was required.  Automating Document Vectorization  We also solved one of the biggest bottlenecks—document ingestion and retrieval—by building a pipeline for automatic document vectorization from SharePoint:  This allowed SmartPitch to search across text, images, tables, and PDFs, providing relevant answers instead of keyword matches.  But There Were Limitations  Even with these improvements, we hit roadblocks:  At this point, we realized the true bottleneck wasn’t the agent itself, it was the quality of the data powering it.  5. Bad Data, Governance, and the Medallion Architecture  SmartPitch’s performance was only as good as the data it retrieved from. And much of the enterprise data was dirty: duplicate case studies, outdated documents, inconsistent file formats.  This led to irrelevant or misleading responses in pitches.  To address this, we turned to Databricks’ Unity Catalog and Medallion Architecture:  You can read our post on building a clean data foundation with Medallion Architecture [Link]   Now, every result SmartPitch surfaced could be trusted, audited, and tied to a governed source.  6. SmartPitch in Mosaic AI – The Final Evolution  The last stage was migrating SmartPitch into Databricks Mosaic AI, part of the Lakehouse AI platform. This was where SmartPitch matured into an enterprise-grade solution.  What We Gained in Mosaic AI:  In Mosaic AI, SmartPitch wasn’t just a chatbot it became a data-native enterprise sales assistant:  From these, we came to know the following differences between agent development in AI Foundry & DataBricks Mosaic AI –    Attribute / Aspect  Azure AI Foundry  Mosaic AI  Focus  Developer and Data Scientist  Data Engineers, Analysts, and Data Scientists  Core Use Case  Create and manage your own AI agent  Build, experiment, and deploy data-driven AI models with analytics + AI workflows  Interface  Code-first (SDKs, REST APIs, Notebooks)  No-code/low-code UI + Notebooks + APIs  Data Access  Azure Blob, Data Lake, vector DBs  Native integration with Databricks Lakehouse, Delta Lake, Unity Catalog, vector DBs  MCP Server  Only custom MCP servers supported; built-in option complex  Native MCP support with Databricks ecosystem; simpler setup  Models  90 models available  Access to open-source + foundation models (MPT, Llama, Mixtral, etc.) + partner models  Model Customization  Full model fine-tuning, prompt engineering, RAG  Fine-tuning, instruction tuning, RAG, model orchestration  Publish to Channels  Complex (Azure Bot SDK + Bot Framework + App Service)  Direct integration with Databricks workflows, APIs, dashboards, and third-party apps  Agent Update  Real-time updates in Microsoft Teams  Updates deployed via Databricks workflows; versioning and rollback supported  Key Capabilities  Prompt flow orchestration, RAG, model choice, vector search, CICD pipelines, Azure ML & responsible AI integration  Data + AI unification (native to Lakehouse), RAG with Lakehouse data, multi-model orchestration, fine-tuning, end-to-end ML pipelines, secure governance via Unity Catalog, real-time deployment  Key Components  Workspace & agent orchestration, 90+ models, OpenAI pay-as-you-go or self-hosted, security via Azure identity  Mosaic AI Agent Framework, Model Serving, Fine-Tuning, Vector Search, RAG Studio, Evaluation & Monitoring, Unity Catalog Integration  Cost / License  Vector DB: external, Model Serving: token-based pricing (GPT-3.5, GPT-4), Fine-tuning: case-by-case, Total agent cost variable (~$5k–$7k+/month)  Vector Search: $605–$760/month for 5M vectors, Model Serving: $90–$120 per million tokens, Fine-Tuning Llama 3.3: $146–$7,150, Managed Compute built into DBU usage, End-to-end AI Agent ~$5k–$7k+/month  Use Cases / Capabilities  Agents intelligent, can interact/modify responses; single AI search per agent; infrastructure setup required; custom MCP server registration  Agents intelligent, interact/modify responses; AI search via APIs (Google/Bing); in-built MCP server; complex infrastructure; slower responses as results batch sent together  Development Approach  Low-code, faster agent creation, SDK-based, easier experimentation  Manual coding using MLflow library, more customization, API integration, higher chance of errors, slower build  Models Comparison  90 models, Azure OpenAI (GPT-3.5, GPT-4), multi-modal  ~10 base models, OSS & partner models (Llama, Claude, Gemma), many models don’t support tool usage  Knowledge Source  One knowledge source of each type (adding new replaces previous)  No limitation; supports data cleaning via Medallion Architecture; SQL-only access inside agent; Spark/PySQL not supported in agent  Memory / Context Window  8K–128K tokens (up to 1M for GPT-4.1)  Moderate, not specified  Modalities  Text, code, vision, audio (some models)  Likely text-only  Special Enhancements  Turbo efficiency, reasoning, tool calling, multimodal  Varies per model (Llama, Claude, Gemma architectures)  Availability  Deployed via Azure AI Foundry  Through Databricks platform  Limitations  Only one knowledge source of each type, infrastructure complexity for MCP server  No multi-modal Spark/PySQL access, slower batch responses, limited model count, high manual development  7. Lessons Learned:  … Continue reading Inside SmartPitch: How CloudFronts Built an Enterprise-Grade AI Sales Agent Using Microsoft and Databricks Technologies  →

AI-powered agents are quickly becoming the round the clock assistants of modern enterprises. They automate workflows, respond to queries, and integrate with data sources to deliver intelligent outcomes. But what happens when your agent needs to extend its abilities beyond what’s built-in? That’s where Logic Apps come in. In this blog, we’ll explore how you can add functionality to an AI Foundry Agent by connecting it with Azure Logic Apps-turning your agent into a truly extensible automation powerhouse. Why Extend an AI Foundry Agent? AI Foundry provides a framework to build, manage, and deploy AI agents in enterprise environments. By default, these agents can handle natural language queries and interact with pre-integrated data sources. However, business use cases often demand more: To achieve this, you need a bridge between your agent and external systems. Azure Logic Apps is that bridge. Enter Logic Apps Azure Logic Apps is a cloud-based integration service that enables you to: When integrated with AI Foundry Agents, Logic Apps can serve as external tools the agent can call dynamically. Steps to achieve external integrations / extending functionality in AI Foundry Agents with Logic Apps :- 1] Assuming your Agent Instructions and Knowledge Sources are ready, go to your Actions under Knowledge – 2] In the pop-up window, select Azure Logic Apps, you can also use other actions based on your requirement – 3] Here you would see a list of Microsoft Authored as well as our custom-built Logic App based Tools. To be displayed here, for suitable use by the AI Foundry Agent, it should meet a certain criterion as follows – a] Should be preferably on Consumption Plan, b] Should have an HTTP Request Trigger, atleast one Action, and a Response, c] In the Methods, select “Default (Allow all Methods)”, d] And a suitable description in the trigger, e] A Request Body (Auto Generated if created directly from AI Foundry). The developer can either create a Trigger from AI Foundry or, manually create a Logic App in the same Azure Subscription as the AI Foundry Project, observing the criteria. 4] As you can see below, For the scope of the blog I am covering a simple requirement of getting the list of clients for the SmartPitch Project, to fetch the case studies based on it; As you can see, the Logic App Tool meets the requirements for compatibility with Azure AI Foundry, with the required logic between the request and response. 5] As you can see below, For the scope of the blog I am covering a simple requirement of getting the list of clients for the SmartPitch Project, to fetch the case studies based on those;Once the Logic App is successfully created it would be visible in the Logic App Actions; select that Logic App to enable it as Tool. 6] Verify the details of the Logic App Tool and proceed. 7] Next you need to provide / verify the following information –a) Tool Name – The Name by which the Logic App would be accessible as a tool in the Agent, b) Connection to the Agent (Automatically assigned), c) Description to invoke the Tool (Logic App) – This is a crucial part for providing intent to the agent to when and how to use this logic app, and also what to expect from it. “Provide as much details as possible about the circumstances in which the tool should be called by the agent” 8] Once the Tool is created, it would be visible in the Actions list, and be ready for use. Here to check if the Intent is being understood and the tool being called, I have specifically instructed it to mention the name of the tool as well, along with it’s result. As you can see in the screenshot, the tool is triggered successfully, and the expected output is displayed. Example Use Case: Smart Pitch Agent Imagine your sales team uses an AI Foundry Agent (like “Smart Pitch Agent”) to create tailored pitches. By connecting Logic Apps, you can enable the agent to: Which we already have achieved in the in the above AI Agent using the other Logic App Tools The aim is to expose each capability as a Logic App, and the agent calls them as tools in conversation flow. Benefits of This Approach To conclude, by combining AI Foundry Agents with Azure Logic Apps, you unlock a powerful pattern: Together, they create a flexible, extensible solution that evolves with your enterprise needs. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

The fastest way to lose control of enterprise data? Managing governance separately across workspaces. Unity Catalog solves this with one centralized layer for security, lineage, and discovery. Data governance is crucial for any organization looking to manage and secure its data assets effectively. Databricks’ Unity Catalog is a centralized solution that provides a unified interface for managing access control, auditing, data lineage, and discovery. This blog will guide you through the process of setting up Unity Catalog in your Databricks workspace. What is Unity Catalog? Unity Catalog is Databricks’ answer to centralized data governance. It enables organizations to enforce standards-compliant security policies, apply fine-grained access controls, and visualize data lineage across multiple workspaces. It ensures compliance and promotes efficient data management. Key Features: 1] Standards-Compliant Security: ANSI SQL-based access policies that apply across all workspaces in a region. 2] Fine-Grained Access Control: Support for row- and column-level permissions. 3] Audit Logging: Tracks who accessed what data and when. 4] Data Lineage: Provides visualization of data flow and dependencies. Unity Catalog Object Hierarchy Before diving into the setup, it’s important to understand the hierarchical structure of Unity Catalog: 1] Catalogs: The top-level container (e.g., Production, Development) that represents an organizational unit or environment. 2] Schemas: Logical groupings of tables, views, and AI models within a catalog. 3] Tables and Views: These include managed tables fully governed by Unity Catalog and external tables referencing existing cloud storage. Here is the procedure to setup a Unity Catalog Metastore in association with Azure Storage, as I have done for one of our products (SmartPitch Sales & Marketing Agent) – 1] First create a storage account  with primary service being – “Azure Blob Storage or Azure Data Lake Storage Gen 2”; Performance and Redundancy can be chosen based on the requirement for which the DataBricks service is being used.Here for my Mosaic AI Agent, I have used Locally Redundant Storage & Data Lake Gen 2 2] Once the storage account is created, ensure that you have enabled “Hierarchical Namespace” When creating a Unity Catalog metastore with Azure Blob Storage, Hierarchical Namespace (HNS) is required because Unity Catalog needs: a] Folder-like structure to organize catalogs, schemas, and tables. b] Atomic operations (rename, move, delete) on directories and files. c] POSIX-style access controls for fine-grained permissions. d] Faster metadata handling for lineage and governance. HNS turns Azure Blob into ADLS Gen2, which supports these features. 3] Upload any Raw/Unclean files to your metastore folder in the blob storage, which would be required for your use in DataBricks. 4] Create a Unity Catalog Connector in Azure Portal and assign it “Storage Blob Data Contributor” Role . 5] Assign CORS (Cross-Origin Resource Sharing) settings for that storage account. Why this is necessary: In short: Without configuring CORS, Databricks cannot communicate with your storage container to read/write managed tables, schema metadata, or logs. 6] Generate SAS Token   7] Navigate to your Workspace and select “Manage Account” – this should be done from the account admin.  8] Select Catalog tab on the left and then click “Create Metastore”    9] Assign a Name, Region (Same as Workspace), The path to the storage account, and the connector id. 10] Once the Metastore is created, assign it to a workspace .  11] Once this is done, the catalogs and the schemas, and tables in within it can be created. How does Unity Catalog differ from Hive Metastore ? Feature Hive Metastore Unity Catalog Scope Workspace or cluster-specific Centralized, spans multiple workspaces and regions Architecture Single metastore tied to Spark/Hive Cloud-native service integrated with Databricks Object Hierarchy Databases → Tables → Partitions Catalogs → Schemas → Tables/Views/Models Data Assets Supported Tables, views Tables, views, files, ML models, dashboards Security Basic GRANT/DENY at database/table level Fine-grained, ANSI SQL–based (catalog, schema, table, column, row) Lineage Not available Built-in lineage and impact analysis Auditing Limited or external Integrated audit logs across workspaces Storage Management Points to storage locations; no governance Manages external and managed tables with governance Cloud Integration Primarily on cluster storage or external path Secure integration with ADLS Gen2, S3, GCS Permissions Model Spark SQL statements Attribute- and role-based access, unified policies Use Cases Basic metadata store for Spark/Hive workloads Enterprise-wide data governance, sharing, and compliance To conclude, Unity Catalog is the next-generation governance and metadata solution for Databricks, designed to give organizations a single, secure, and scalable way to manage data and AI assets. Unlike the older Hive Metastore, it centralizes control across multiple workspaces, supports fine-grained access policies, delivers built-in lineage and auditing, and integrates seamlessly with cloud storage like Azure Data Lake, S3, or GCS. When setting it up, key steps include: 1] Creating a metastore and linking it to your workspaces. 2] Enabling hierarchical namespace on Azure storage for folder-level security and operations. 3] Configuring CORS to allow Databricks domains to interact with storage. 4] Defining catalogs, schemas, and tables for structured governance. By implementing Unity Catalog, you ensure stronger security, better compliance, and faster data discovery, making your Databricks environment enterprise-ready for analytics and AI. Business Outcomes of Unity Catalog By implementing Unity Catalog, organizations can achieve: Why now? As data volumes and regulatory requirements grow, organizations can no longer rely on fragmented or legacy governance tools. Unity Catalog offers a future-proof foundation for unified data management and AI governance—essential for any modern data-driven enterprise. At CloudFronts, we help enterprises implement and optimize Unity Catalog within Databricks to ensure secure, compliant, and scalable data governance for enterprise data governance.Book a consultation with our experts to explore how Unity Catalog can simplify compliance and boost productivity for your teams.Contact us today at Transform@cloudfronts.com to get started. To learn more about functionalities of DataBricks and other Azure AI services, please refer to my other blogs from the links given below: – 1] The Hidden Cost of Bad Data:How Strong Data Management Unlocks Scalable, Accurate AI – CloudFronts 2] Automating Document Vectorization from SharePoint Using Azure Logic Apps and Azure AI Search – CloudFronts 3] Using Open AI and Logic Apps to develop a Copilot agent for … Continue reading Setting Up Unity Catalog in Databricks for Centralized Data Governance →

In modern enterprises, documents stored across platforms like SharePoint often remain underutilized due to the lack of intelligent search capabilities. What if your organization could automatically extract meaning from those documents—turning them into searchable vectors for advanced retrieval systems? That’s exactly what we’ve achieved by integrating Azure Logic Apps with Azure AI Search. Workflow Overview Whenever a user uploads a file to a designated SharePoint folder, a scheduled Azure Logic App is triggered to: Once stored, a scheduled Azure Cognitive Search Indexer kicks in. This indexer: Technologies / resources used: –-> SharePoint: A common document repository for enterprise users, ideal for collaborative uploads. -> Azure Logic Apps: Provides low-code automation to monitor SharePoint for changes and sync files to Blob Storage. It ensures a reliable, scheduled trigger mechanism with minimal overhead. -> Blob Storage: Serves as the staging ground where documents are centrally stored for indexing—cheaper and more scalable than relying solely on SharePoint connectors. -> Azure AI Search (Cognitive Search): The intelligence layer that runs a skillset pipeline to extract, transform, and vectorize the content, enabling semantic search, multimodal RAG (Retrieval Augmented Generation), and other AI-enhanced scenarios. Why Not Vectorize Directly from SharePoint? Reference:-1. https://learn.microsoft.com/en-us/azure/search/search-howto-index-sharepoint-online2. https://learn.microsoft.com/en-us/azure/search/search-howto-indexing-azure-blob-storage How to achieve this? Stage 1: – Logic App to sync Sharepoint files to blob Firstly, create a designated Sharepoint directory to upload the required documents for vectorization. Then create the logic app to replicate the files along with it’s format and properties to the associated blob storage – 1] Assign the site address and the directory name where the documents are uploaded in Sharepoint – In the trigger action “When an item is created or modified”. 2] Assign a recurrence frequency, start time and time zone to check/verify for new documents and keep the blob container updated. 3] Add an action component – “Get file content using path”; and dynamically provide the full path (includes file extension), from the trigger 4] Finally, add an action to create blobs in the designated container that would be vectorized – provide the storage acc. name, directory path, the name of blob (Select to dynamically get the file name with extension for the trigger), blob content (from the get file content action). 5] On successfully saving & running this logic app, either manually or on trigger, the files are replicated in it’s exact form to the blob storage. Stage 2 :- Azure AI Search resource to vectorize the files in blob storage In Azure Portal (Home – Microsoft Azure), search for Azure AI Search service, and provide the necessary details, based on your requirement select a pricing tier. Once resource is successfully created, select “Import & vectorize data” From the 2 options – RAG and Multimodal RAG Index, select the latter one.RAG combines a retriever (to fetch relevant documents) with a generative language model (to generate answers) using text-only data. Multimodal RAG extends the RAG architecture to include multiple data types such as text, images, tables, PDFs, diagrams, audio, or video. Workflow: Now follow the steps and provide the necessary details for the index creation Enable deletion tracking, to remove the records of deleted documents from the index Provide a document intelligence resource to enable OCR, and to get location metadata for multiple document types. Select image verbalization (to verbalize text in images) or multimodal embedding to vectorize the whole image. Assign the LLM model for generating the embeddings for the text/images provide an image output location, to store images extracted from the files Assign a schedule to refresh the indexer and to keep the search index up to date with new documents. Once successfully created, search keywords in the search explorer of the index, to verify the vectorization, the results are provided based on it’s relevance and score/distance, to the user’s search query. Let us test this index in Custom Copilot Agent , by importing this index as an azure ai search knowledge source. On fetching details of certain document specific information, the index is searched for the most appropriate information, and the result is rendered in readable format by generative AI.  We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

. Key Takeaways 1. Bad data kills ML performance — duplicate, inconsistent, missing, or outdated data can break production models even if training accuracy is high.2. Databricks Medallion Architecture (Raw → Silver → Gold) is essential for turning raw chaos into structured, trustworthy datasets ready for ML & BI.3. Raw layer: capture all data as-is; Silver layer: clean, normalize, and standardize; Gold layer: curate, enrich, and prepare for modeling or reporting.4. Structured pipelines reduce compute cost, improve model reliability, and enable proactive monitoring & feature freshness.5. Data quality is as important as algorithms — invest in transformation and governance for scalable, accurate AI. While developing a Machine Learning Agent for Smart Pitch (Sales/Presales/Marketing Assistant chatbot) within the Databricks ecosystem, I’ve seen firsthand how unclean, inconsistent, and incomplete data can cripple even the most promising machine learning initiatives. While much attention is given to models and algorithms, what often goes unnoticed is the silent productivity killer lurking in your pipelines: bad data. In the chase to build intelligent applications, developers often overlook the foundational layer—data quality. Here’s the truth: It is difficult to scale machine learning on top of chaos. That’s where the Raw → Silver → Gold data transformation framework in Databricks becomes not just useful, but also essential. The Hidden Cost of Bad Data Imagine you’ve built a high-performance ML model. It’s accurate during training, but underperforms in production. Why?Here’s what I frequently detect when I scan input pipelines:– Duplicate records– Inconsistent data types– Missing values– Outdated information– Schema drift (Schema drift introduces malformed, inconsistent, or incomplete data that breaks validation rules and compromises downstream processes.)– Noise in DataThese issues inflate compute costs, introduce bias, and produce unstable predictions, resulting in wasted hours debugging pipelines, increased operational risks, and eroded trust in your AI outputs. Ref.: Data Poisoning: A Silent but Deadly Threat to AI and ML Systems | by Anya Kondamani | nFactor Technologies | Medium As you can see in this example – Despite successfully fetching data, it was unable to render it, due to hitting maximum request limit, as bad data was involved, thus AI Agents face issues if directly brute forced with Raw/Unclean data. But this isn’t just a data science problem. It’s a data engineering problem. And the solution lies in structured, governed data management—beginning with a robust medallion architecture. Ref.: Data Intelligence End-to-End with Azure Databricks and Microsoft Fabric | Microsoft Community Hub Raw → Silver → Gold: The Databricks Way Databricks ML Agents thrive when your data is managed through the medallion architecture, transforming raw chaos into clean, trustworthy features. For those new to Medallion architecture in Databricks, it is a structured data processing framework that progressively improves data quality through bronze (raw), silver (validated), and gold (enriched) layers, enabling scalable and reliable analytics. Raw Layer: Ingest Everything The raw layer is where we land all data, regardless of quality. It’s your unfiltered feed—logs, events, customer input, third-party APIs, CSV dumps, IoT signals, etc. e.g. CloudFronts Case studies as directly fetched from WordPress API This script automates the extraction, transformation, and optional upload of WordPress-based case study content into Azure Blob Storage as well as locally to dbfs of Databricks, making it ready for further processing (e.g., vector databases, AI ingestion, or analytics). What We’ve Done On running the above Raw to Silver Cleaning code in Databricks notebook we get a much formatted, relevant and cleaned fields specific to our requirement In Databricks Unity Catalog → Schema → Tables, it looks something like this: – Silver Layer: Structure and Clean Once ingested, we promote data to the silver layer, where transformation begins. Think of this layer as the data refinery. What happens here: Now we start to analyze trends, infer schemas, and prepare for more active feature generation. Once I have removed noise; I begin to see patterns. This script is part of a data pipeline that transforms unstructured or semi-clean data from a Raw Delta Table (knowledge_base.raw.case_studies) (Actually Silver, as we have already done much of the cleaning part in previous step) into a Gold Delta Table (knowledge_base.gold.case_studies) using Apache Spark. The transformation focuses on HTML cleaning, type parsing, and schema standardization, enabling downstream ML or BI workflow What have we done here ? Start Spark Session Initializes a Spark job using SparkSession, enabling distributed data processing within the Databricks environment. Define UDFs (User-Defined Functions) Read Data from Silver Table Loads structured data from the Delta Table: knowledge_base.raw.case_studies, which acts as the Silver Layer in the medallion architecture. Clean & Normalize Key Columns Write to Gold Table Saves the final transformed DataFrame to the Gold Layer as a Delta Table: knowledge_base.gold.case_studies, using overwrite mode and allowing schema updates. As you can see we have maintained separate schemas for Raw, Silver Gold etc; and at gold we finally managed to get a fully cleaned noiseless data suitable for our requirement. Gold Layer: Ready for ML & BI At the gold layer, data becomes a polished product, curated for specific use cases—ML models, dashboards, reports, or APIs. This is the layer where scale and accuracy become feasible, because it finally has clean, enriched, semantically meaningful data to learn from. Ref.: What is a Medallion Architecture? We can further make it more efficient to fetch with vectorization  Once we reach stage and test again in the Agent Playground, we no longer face the error we had seen previously as now it is easier for the agent to retrieve gold standard vectorized data. Why This Matters for AI at Scale The difference between “good enough” and “state of the art” often hinges on data readiness. Here’s how strong data management impacts real-world outcomes: Without Medallion Architecture With Raw → Silver → Gold Data drift goes undetected Proactive schema monitoring Models degrade silently Continuous feature freshness Expensive debugging cycles Clean lineage via Delta Lake Inconsistent outputs Predictable, testable results (Delta Lake is an open-source storage layer that brings ACID transactions, scalable metadata handling, and unified batch processing to data lakes, enabling reliable analytics on massive datasets.) … Continue reading The Hidden Cost of Bad Data:How Strong Data Management Unlocks Scalable, Accurate AI →

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation.  Challenge  Sales professionals routinely face challenges such as:  These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects.  How It Works  Platform  Data Sources  CloudFronts SmartPitch pulls information from the following knowledge sources:  AI Integration  Key Features  MQL – SQL Summary Generator  Users can request MQL – SQL document which contains   The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX.  HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information  Extract the company location from the company information, and similarly, extract the industry as well.  Render it to custom copilot via request to the Logic App.  Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values.   This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry.   This triggers an auto download of the MQL-SQL created as a PDF file on your system.   Content Search  Users can ask questions related to –  Users can ask questions like   “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume.  –Security & Governance  Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions.  To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com 

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation.  Challenge  Sales professionals routinely face challenges such as:  These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects.  How It Works  Platform  Data Sources  CloudFronts SmartPitch pulls information from the following knowledge sources:  AI Integration  Key Features  MQL – SQL Summary Generator  Users can request MQL – SQL document which contains   The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX.  HTTP Request to Logic App  At Logic App we used ChatGPT API to fetch company and client information  Extract the company location from the company information, and similarly, extract the industry as well.  Render it to custom copilot via request to the Logic App.   Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions.  Generative AI can also be instructed to directly create a formatted json based on parsed values.     This formatted JSON can be passed to converted to an actual JSON and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person.   This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry.   This triggers an auto download of the MQL-SQL created as a PDF file on your system.    Content Search  Users can ask questions related to –  1. Case Study FAQ: Helps users ask questions about client success stories and project case studies, retrieves relevant information from a knowledge source, and offers follow-up FAQs before ending the conversation. Cloudfronts official website is used for fetching Case Studies information.  2. Opportunities: Helps users inquire about past projects or opportunities, detailing client names, roles, estimated revenue and outcomes.  3. SOPs: Provides quick answers and summaries for frequently asked questions related to organizational processes and SOPs.  Users can ask questions like   “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume.  Security & Governance  Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions.  To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com