Using Snowflake Basic with SoterAI

Connect your Snowflake account to SoterAI and query the data in your warehouse directly inside your chats and workflows — no switching tabs, no exporting tables.

Before you connect

Snowflake Basic uses username-and-password authentication. You'll need three details before you start: your Snowflake username, password, and Account ID.

To find your Account ID:

Sign in to the Snowflake web interface.
Click your account in the bottom-left corner.
The account identifier appears in the account details popup, in the format myorganization-myaccount.

⚠️ Use the myorganization-myaccount format for the Account ID, not a full URL. If the connection is rejected, this is the most common thing to check.

What SoterAI can access

Once connected, SoterAI has read-only access to:

Tables and schemas — the data structures your account can reach
Query results — the rows returned when SoterAI runs a read query on your behalf
Metadata — table names, column names, and data types

Read-only access: SoterAI can read and analyse data in your Snowflake account, but cannot create, edit, or delete tables, rows, or any other objects.

What SoterAI cannot do

Cannot create, edit, or delete tables, schemas, or rows
Cannot run write, update, or administrative operations
Cannot access data outside what your account's role is permitted to view
Cannot change account settings, warehouses, or user access

How to connect

Click the puzzle piece icon in the chat input bar to open the Connectors panel. Find Snowflake Basic and click Connect.

A secure connection window opens. Enter the following:

Username — your Snowflake username.
Password — your Snowflake password.
Account ID — your Snowflake account identifier, in the format myorganization-myaccount (see Before you connect above).

Click Connect Account and return to the chat — you're connected. Your connection is persistent, so you won't need to reconnect each session.

Example queries

Exploring your data

"What tables are available in my Snowflake account?"
"Describe the columns in the incidents table"
"Show me a sample of rows from the safety_observations table"

Reading and analysing

"How many incidents were recorded last quarter in Snowflake?"
"Summarise the injury records by site from my Snowflake data"
"What are the top five hazard types in the observations table?"

Using Snowflake data in workflows

"Pull last month's incident counts from Snowflake and draft a summary report"
"Compare incident rates across sites using my Snowflake tables"

Use cases

Querying warehoused safety data

If your organisation centralises safety and operational data in Snowflake, connecting SoterAI lets you ask questions about it in plain language, without writing SQL or exporting tables.

Cross-source reporting

Combine data from your Snowflake warehouse with SoterAI's safety analysis to build reports that draw on your organisation's full data picture.

Ad-hoc data exploration

Quickly check counts, trends, or specific records in your warehouse during a conversation, rather than opening the Snowflake interface and building a query by hand.

Troubleshooting

Issue	Solution
Connection fails or returns an error	Check that the Account ID is in the myorganization-myaccount format (not a URL) and that the username and password are correct.
Sign-in rejected	Confirm your credentials work in the Snowflake web interface. If your account uses SSO or multi-factor authentication, username-and-password sign-in may be restricted — check with your Snowflake administrator.
SoterAI can't see a table	Check that your account's role has permission to view that table. SoterAI can only read data your account is authorised to access.
Slow responses on large tables	Large tables may take longer to query. Try narrowing your question — for example, limiting to a date range or specific columns.