[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"productUpdate-en::codatum-agent-plan-todos:en":3,"productUpdatesNearDate-en:timestamp-2026-09-07T11:00:00+09:00:en":20},{"id":4,"title":5,"slug":6,"description":7,"body":8,"tags":9,"coverUrl":13,"coverMediaUrl":14,"ogImageUrl":15,"createdAt":16,"updatedAt":16,"datePublished":17,"locale":18,"updateType":19},"1rTZK4Ae1ltDXfgkpvpnhK","Codatum Agent Now Visualizes Its Plan and Progress with Plan and Todos","codatum-agent-plan-todos","For complex analysis and editing tasks, Codatum Agent organizes its objective, completion criteria, and validation approach in a Plan while showing Todo status and overall progress within the session.","\u003Cp>Codatum Agent creates a Plan and Todos for multi-step work, making its direction and progress visible as it works.\u003C\u002Fp>\u003Cp>When you ask Codatum Agent to perform a longer analysis or edit a Notebook, you can review what it is trying to achieve and how it plans to verify the result without leaving the session.\u003C\u002Fp>\u003Ch2>How Plan and Todos work\u003C\u002Fh2>\u003Cp>The Plan summarizes the objective, completion criteria, relevant context, potential concerns, and how the result will be validated.\u003C\u002Fp>\u003Cp>Todos show the concrete tasks needed to complete the Plan. Their status and completion count are updated as work progresses, making it easier to see what Codatum Agent is currently working on and what remains.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Organize the approach: \u003C\u002Fb>Codatum Agent summarizes the objective, completion criteria, assumptions, and validation approach in a Plan.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Track progress: \u003C\u002Fb>Todo status and completion counts show the current task and remaining work.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Review within the session: \u003C\u002Fb>Open Plan & Todos near the message input to review the current Plan and Todo list.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Created when useful: \u003C\u002Fb>Codatum Agent decides when a request involves enough steps or validation to benefit from a Plan.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Keep simple tasks simple: \u003C\u002Fb>For short questions and straightforward operations, Codatum Agent may respond or act without creating a Plan or Todos.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Multi-source analysis: \u003C\u002Fb>Review the research steps and validation points before Codatum Agent completes the analysis.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Notebook restructuring: \u003C\u002Fb>Confirm the target changes and completion criteria.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Deliverables with charts: \u003C\u002Fb>Track completed work and the items that remain.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Plan and Todos are created and updated by Codatum Agent as part of its work and cannot be edited directly by users. Their current state is managed separately for each session.\u003C\u002Fp>\u003Cp>They are available in both Ask and Agent modes, although available operations still depend on the selected mode, user permissions, and AI Profile settings.\u003C\u002Fp>",[10],{"id":11,"name":12},"new_feature","New Feature","","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F7jshP4yEgoqen7Na3xIWUL\u002F19fe60454d70b536e2c5f1ded65f83b8\u002Fproduct-update-agent-plan-todos-reviewed.png","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1lkTjCQ1UEpZNdHiJDZkgv\u002Fd5bff36fc973a9b2e64b8f2d3d2760f8\u002Fproduct-update-agent-plan-todos-reviewed-og.png","2026-09-07T02:00:11.202Z","2026-09-07T11:00:00+09:00","en","standard_release",[21,33],{"id":22,"title":23,"slug":24,"description":25,"body":26,"tags":27,"coverUrl":13,"coverMediaUrl":28,"ogImageUrl":29,"createdAt":30,"updatedAt":30,"datePublished":31,"locale":18,"updateType":32},"biweeklyUpdate20260904","Codatum Biweekly Update: Cross Filter GA, Agent Connector, and In-place Notebook Restore","biweekly-update-2026-09-04","A roundup of Codatum updates released from August 24 to September 4, 2026, including Cross Filter GA, Agent Connector, and in-place notebook restore.","\u003Cp>Here are five updates released from August 24 through September 4, 2026. This edition covers improvements across dashboard exploration, Codatum Agent integrations, and API access management.\u003C\u002Fp>\u003Ch2>Highlights\u003C\u002Fh2>\u003Ch3>Cross Filter is generally available\u003C\u002Fh3>\u003Cp>Select a data point in one dashboard chart to filter the other charts on the same page. For general availability, we refined the interaction and display so you can move between related metrics more smoothly. \u003Ca href=\"\u002Fupdates\u002Fcross-filter-is-now-generally-available\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002FxLd2MipGtqsSILtEe4aRt\u002Fc238423ee91d1705e80ff7976bba2e29\u002Fproduct-update-cross-filter-reviewed.png\" alt=\"product-update-cross-filter-reviewed.png\">\u003C\u002Ffigure>\u003Ch3>Connect Codatum Agent to external tools\u003C\u002Fh3>\u003Cp>Codatum Agent can now use more than 100 catalog connectors and custom MCP servers. Search and filter the catalog to add the tools your workspace needs. \u003Ca href=\"\u002Fupdates\u002Fagent-connectors-mcp-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1zECMu68nonmssJIZQiPV1\u002Ff2eaeeca671b3ef02a76d78a60e96017\u002Fproduct-update-agent-connectors-100-plus.png\" alt=\"Agent Connector catalog — 100+ connectors\">\u003C\u002Ffigure>\u003Ch3>Overwrite the current notebook with a previous version\u003C\u002Fh3>\u003Cp>In addition to creating a separate notebook from a version, you can now overwrite the current notebook with the contents of a selected previous version. Learn more \u003Ca href=\"\u002Fupdates\u002Frestore-notebooks-from-previous-versions\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F5e8J9xXMRS9WituqTDEgl1\u002F5170d0308f1f4cf898e71b87183cc526\u002Fproduct-update-notebook-version-restore-zoom.png\" alt=\"Notebookバージョン復元メニュー\">\u003C\u002Ffigure>\u003Ch2>More updates\u003C\u002Fh2>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002Fdigest20260904PatSavedQueries\u002Ff26e57b62eb7f7325ec5f81daabe6079\u002Fdigest-design-pat.png\" alt=\"Personal Access Token Permission Boundary\">\u003C\u002Ffigure>\u003Ch3>Manage personal access tokens\u003C\u002Fh3>\u003Cp>Create, review, and revoke tokens from workspace settings. You can define permission boundaries for connections and notebooks when needed; without boundaries, a token inherits the issuer’s permissions. \u003Ca href=\"\u002Fupdates\u002Fpersonal-access-token-management-and-permission-boundaries\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Ch3>Let Agent search, create, and edit saved queries\u003C\u002Fh3>\u003Cp>Codatum Agent can now search, create, and edit saved queries. When you open a saved query page, Agent can also use that page as conversation context. \u003Ca href=\"\u002Fupdates\u002Fagent-saved-queries-page-context-improvements\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cp>We will continue to bring you a concise roundup of improvements that make everyday analysis easier every two weeks.\u003C\u002Fp>",[],"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002Fdigest20260904Cover\u002F27441d0d9568feb9eb1473e52055e7fe\u002Fdigest-design-2026-09-04-cover.png","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002Fdigest20260904Og\u002F9cc21775f501f3b840a46cde996af9d8\u002Fdigest-design-2026-09-04-og.png","2026-09-04T08:00:10.280Z","2026-09-04T17:00:00+09:00","biweekly_digest",{"id":34,"title":35,"slug":36,"description":37,"body":38,"tags":39,"coverUrl":13,"coverMediaUrl":43,"ogImageUrl":44,"createdAt":45,"updatedAt":45,"datePublished":46,"locale":18,"updateType":19},"4CNLm1wjGZjfYxZNHIvdY1","Codatum Agent Now Supports Searching, Creating, and Editing Saved Queries","agent-saved-queries-page-context-improvements","Codatum Agent can now search, reference, create, and edit saved queries while using the currently open query as analysis context.","\u003Cp>Codatum Agent now supports searching, referencing, creating, and editing saved queries.\u003C\u002Fp>\u003Cp>You can find an existing saved query and inspect its SQL and columns, or save SQL created during an analysis as a new query. On a saved query detail page, Codatum Agent automatically recognizes the query currently displayed, so you do not need to explain its SQL and connection each time.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Search saved queries: \u003C\u002Fb>Codatum Agent can find saved queries related to a name or analysis request and use them in its work.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Reference SQL and column information: \u003C\u002Fb>Codatum Agent can retrieve a saved query’s SQL, connection, description, columns, and related metadata for explanations and further analysis.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Create saved queries: \u003C\u002Fb>SQL created or validated by Codatum Agent can be saved as a new query with a name, description, and destination.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Edit existing saved queries: With the required permissions, Codatum Agent can directly update a saved query that isn't currently open. On the detail page, Codatum Agent updates only the SQL in the editor. Review and save the change yourself.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Use the current query as page context: \u003C\u002Fb>When Codatum Agent is opened from a saved query detail page, it can respond using the current SQL, connection, and columns.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Reference a saved query with @: \u003C\u002Fb>You can explicitly select a saved query from the Codatum Agent input field when you want it included as context.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Find the saved query used for monthly sales and \u003C\u002Fb>explain how it calculates the result.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Update the SQL in the current query to aggregate results by region, review the change, and save it.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Save SQL created during an analysis \u003C\u002Fb>with a description and column information.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Validate existing SQL and \u003C\u002Fb>update the query after reviewing the result.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fai-assist\u002Fai-agent\" target=\"_blank\" rel=\"noopener noreferrer\">Codatum Agent\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fdata-exploration\u002Fquery\" target=\"_blank\" rel=\"noopener noreferrer\">Saved queries\u003C\u002Fa>, and \u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Faccess-control\u002Faccess-control-for-resources\u002Faccess-control-for-connection\" target=\"_blank\" rel=\"noopener noreferrer\">Connection permissions\u003C\u002Fa>.\u003C\u002Fp>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Viewing and searching saved queries requires read access to the associated connection. Creating or updating a saved query requires permission to run SQL on the target connection. Codatum Agent does not perform edit operations on read-only pages.\u003C\u002Fp>\u003Cp>Review the SQL and execution results proposed by Codatum Agent before creating or updating a saved query. Any SQL execution or validation is also limited by the user’s connection permissions and the selected AI Profile’s tool permissions.\u003C\u002Fp>\u003Cp>After a saved query is saved, its associated connection cannot be changed.\u003C\u002Fp>",[40],{"id":41,"name":42},"improvement","Improvements","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F42ceeCMNmR5Egumnrkv2Sl\u002F0eaf5dcf8ddf667c4acdbb4e641c132b\u002Fproduct-update-saved-query-agent-reviewed.png","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F4WTZLfhC2NPyrZGcO3CSn3\u002F4f10034a7b9dc4e5df5bf3e42f81d222\u002Fproduct-update-saved-query-agent-reviewed-og.png","2026-09-04T02:00:05.876Z","2026-09-04T11:00:00+09:00"]